Thread regarding Tesla, Inc layoffs

On Lowering Prices

Tesla lowering prices by 7K to 13K is going to devastate the company in the long term.

For starters, the profit margin on each car is going to plummet, deeply affecting their revenue. Expecting sales to be up, but earnings way down.

What does this mean for Tesla? Well, for starters, it means they’re getting more in line with the rest of the car industry - which is a thin margin business.

That might work for a company like Toyota with very strict production controls. However, Tesla is a hot mess.

How does Tesla get their prices back up on mainstream models? They don’t have any new cars on the horizon, They are selling a rapidly aging NINE-year-old car and a five year old car.

It costs hundreds of millions to bring new cars to market. It’s going to be a cash crunch.

Don’t discount what’s going to happen to used car dealers. They are stuck with excess inventory. They are going to get absolutely devastated on selling.

So you’re going to see a glut of dirt cheap Teslas on the road picked up by a clientele not inclined to service them.

This is going to result in these cars failing across-the-board more than they already do.

You’re going to say horror stories of working class people buying these things, and having the battery packs fail, and not having $10-$15,000 of cash to fix them.

Porsche doesn’t lower their prices to pump the stock price. They are playing a long game in the luxury market.

Tesla isn’t a luxury car, but it pretends to be. And right now we’re seeing the consequences of a complete lack of leadership.

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| 1971 views | | 6 replies (last February 27, 2023) | Reply
Post ID: @OP+1kGkAWCQ

6 replies (most recent on top)

The high end luxury area is mined out so not many more early adopters with free cash flow left to capture. No future with concentrating on that segment. Therefore on to the next phase of market penetration move to the price point of cars that consumers may actually be able to afford with huge unit volume potential. With interest rates on cars sky high there is no choice but to drop price. It should be interesting to see what is announced on march 1. Possibly the PI and or TAU models. If tesla can hit the holy grail of a car around 30k price point they win the game. The traditional auto manufacturers Ford and GM are toast after gouging the he-l out of customers and really cr-p quality. Rivian, Lucid etc are struggling to survive in the EV segment. I used to think Tesla were cr-p cars but the innovation over time is light years ahead of the legacy competition. Have direct sales channel is a huge advantage over the traditional dealer model ( screwing customers for short term gain). Gigacasting, better thermal management, better chargin infrustructure no other can compete. Still it will be a long time if ever that ev takes over most of the autos on the road.

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Post ID: @Iahg+1kGkAWCQ

The problem with some people is that they focus on short term gain.
Tesla is looking at the long term picture by reducing prices.

The current goal is to gain market share. Tesla needs to get production volumes up to continue reducing prices.

This short term pain will result in long term gain.

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Post ID: @Iczj+1kGkAWCQ

everyone is waiting for investor day Mar 1,there may be a new platform,and cybertruck.

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Post ID: @vrhf+1kGkAWCQ

good point,with every day there are layoffs,I bet some orders would be cancelled.
WMT is closing 3 tech centers today,Yahoo is laying off workers,META said they are not done laying off workers,Ebay layoff,IBM layoff, Roomba said 7%.
TSLA is playing a game called RACE TO THE BOTTOM,lets see who will follow,and FORD did ,not GM or VW.
TSLA is not a luxury car,once you cut prices,people remember ,they want a lower price and they will wait,especially now they could get layoff,what is the rush.
No one wins in this game

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Post ID: @vcvw+1kGkAWCQ

In the late 40's you could buy a luxury '35 Duesenberg for $50.
They sell for $150K now.

Gotta be there for the long-term.

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Post ID: @1nqy+1kGkAWCQ

This article brought to you by Motor Trend.

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Post ID: @skt+1kGkAWCQ

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