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Vancouver Auto Chat 2016 VAC Community Head Moderator: Raid3n

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Old 12-28-2025, 12:18 PM   #7426
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Even if you can ignore him personally being a huge piece of shit, he's the one who has been blatantly lying about the future capabilities and timelines of Tesla products for years now, and him being attached to the brand will always hurt resale values.

Even if you ignore all that as well, the last time quality/reliability testing results were posted here the only thing worse than Tesla was Range Rover.
Waiting for Hehe's post...
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Old 12-28-2025, 12:29 PM   #7427
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1 thing you can't deny is they managed to build up with little competition

i suppose crazy culture helped get them there (building out of tents, telling staff to live at work)

rivian still a bit aways from net profitability despite repurposing an existing automaker plant and lucid already burned 15 billion
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Old 12-28-2025, 03:43 PM   #7428
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Is Tesla still the only EV maker that actually makes money?
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Old 12-28-2025, 05:20 PM   #7429
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Waiting for Hehe's post...
No thanks.
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Old 12-28-2025, 06:04 PM   #7430
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Is Tesla still the only EV maker that actually makes money?
Yes, Tesla has often been profitable
only because of selling regulatory (carbon) credits, meaning it would have reported losses in many quarters without this income, especially in early 2025 when credit sales surpassed net income; however, analysts warn this easy money source is shrinking, and recent policy changes (like ending federal EV tax credits and relaxing CAFE standards) significantly threaten its core profitability, making it more reliant on its core auto and energy businesses to stay in the black as credit revenue disappears by 2027.
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Old 12-30-2025, 07:47 PM   #7431
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https://www.marketwatch.com/story/te...sales-837e53b4

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The company published late Monday a consensus of sell-side analyst expectations that calls for 422,850 delivered units in the December quarter, down 15% from a year earlier. That’s more pessimistic than estimates compiled by FactSet, which expects 447,000 units sold, or the Bloomberg-compiled average of about 445,000 deliveries.

Tesla is set to record its second straight annual sales decline, according to the company-compiled consensus. The company is set to report deliveries of about 1.6 million vehicles in 2025, a more than 8% drop compared with a year earlier.
Meanwhile their share price is up 12% YTD.
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Old 12-30-2025, 08:00 PM   #7432
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As they say, Tesla is not a car company. It's a tech company that has a subsidiary that sells EVs.
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Old 12-30-2025, 08:05 PM   #7433
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It's a robit company. pay 100k for the robit and 5 bux an hour for some Indian to teleoperate it.
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Old 12-31-2025, 01:07 PM   #7434
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Is robit an Indian version of a robot?

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Grow up fuckin Peter Pan and get a good nights rest.
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Old 12-31-2025, 01:52 PM   #7435
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^this could be a new Hindu God. Why not chalk up another one, since they already got so many
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Old 12-31-2025, 02:13 PM   #7436
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Is robit an Indian version of a robot?
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Old Today, 01:20 PM   #7437
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BYD just took over Tesla as the biggest ev maker in the world.

https://www.wired.com/story/byd-trou...x-newtab-en-us

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Last week, BYD stated that in 2025 it sold 4.6 million “new energy vehicles” (which includes both full EVs and plug-in hybrids) globally, with more than a million of these being exported cars. Its passenger vehicle exports specifically were up more than 145 percent year-on-year.

The news comes after a frankly disastrous year for Tesla that saw the high-selling Model Y, crucial for both Elon Musk and his car company, get a half-hearted refresh that bombed, failing to reverse sales woes. It was also a year that disclosed just how few people bought the much-berated Cybertruck; in March, yet another recall revealed the company had apparently sold less than 50,000 electric pickups since customer deliveries began 14 months previously. Musk had told investors Tesla would sell 250,000 Cybertrucks per year.

With Tesla sales down in the US and in free fall in Europe,
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Old Today, 05:18 PM   #7438
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^Still can't buy one in Canada
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Grow up fuckin Peter Pan and get a good nights rest.
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Old Today, 05:44 PM   #7439
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I want to know what Hehe thinks of this news.
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Old Today, 07:40 PM   #7440
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I want to know what Hehe thinks of this news.
Nothing much. When it comes to investment, I care about the long term.

And when you look at it, has Tesla's long term projection changed much? They might have pivoted away from making EV their central stage, but the general point of view didn't change regardless whether you see it from the latest Master Plan 4 or when I got into TSLA at Master Plan 2.

It's still pursuing sustainable energy in our method of transportation and general energy usage while moving ahead with general abundance with the introduction of Tesla bots, FSD... etc.

If I have learned anything these few years doing investment, it's about ignoring noises and check if the signal is still intact. It's to always focus solely on their pursuit. Because investing in long term means you are lending them time with your money for them to achieve what they want to do.

That's the same case when AMZN lost 1T in market cap. The same thing when NVDA dropped 20%+ within a day or 2. Again, same thing with the big drop TSMC suffered when Berkshire decided to exit their position. I just look at the fundamental reason why I invested in them, has that argument changed at all for worse? If not, I just leave my money there and even use these opportunities to add position.

Tesla is still the leader in EV. Wherever Tesla goes, the market shifts towards it. They aren't meant to stay the largest EV maker forever. But if you look at the grand scheme of things, it's more or less the only EV maker capable of turning any reasonable profit while all other players are losing money or barely making any in the case of BYD. Most Chinese makers derive the vast majority of its "profit" from government subsidies to build EV. If you discount that, none, even BYD makes any money at all.

So, I don't feel much. My position can have 6 figure swing in some major days. But I have grown to not feel distracted. Heck, I don't really even check my portfolio much anymore. I set a calendar for any major stuff and if any notification pops up, I might look at them. But other than that... it is what it is. Market will always swing.
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