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Cybertruck

Tesla was smart to offer their own insurance. If it wasn't for that, Cybertrucks would effectively be uninsurable now. They would be like those old towns in Italy where they sell houses to foreigners for $1 because they are more of a liability than an asset.
 
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The miracle of that aluminum Gigacast!

& the issue isn't necessarily that it's "aluminum"

It's that the frame is under-designed aluminum for the towing capacities the vehicle is rated for.
Aluminum is used in aircraft frames - they just don't underdesign the thicknesses of the framework so that wings start randomly falling off planes in 5 years. There's a reason they call 6061 alloy "aircraft aluminum" colloquially.
 
& the issue isn't necessarily that it's "aluminum"

It's that the frame is under-designed aluminum for the towing capacities the vehicle is rated for.
Aluminum is used in aircraft frames - they just don't underdesign the thicknesses of the framework so that wings start randomly falling off planes in 5 years. There's a reason they call 6061 alloy "aircraft aluminum" colloquially.
Wasn’t knocking aluminum per se, but there are trade offs. The material choice, how much of it, how the material is formed/processed (extrusion, casting, heat treat, etc), are some of the factors to consider for design. If you go with an aluminum casting, you need to consider the drawbacks for strength and fatigue cycling. You can add more material for strength, but cycling is an issue for aluminum, period. S-N curves demonstrate this.

6061 (T6) is certainly used on acft, but 2024 is more commonly used on wings and fuselages. Many other structures would favor a 7000 series aluminum, primarily 7075-T6, which is known to have higher fatigue resistance.

I was more poking fun of how much they hyped up how impressive their gigacasting process was…only to have it suffer from some less than optimal design choices/considerations. Always thought it odd to wrap an automobile with stainless steel panels that they bolt/glue on to an aluminum frame (not an exoskeleton).
 
Wasn’t knocking aluminum per se, but there are trade offs. The material choice, how much of it, how the material is formed/processed (extrusion, casting, heat treat, etc), are some of the factors to consider for design. If you go with an aluminum casting, you need to consider the drawbacks for strength and fatigue cycling. You can add more material for strength, but cycling is an issue for aluminum, period. S-N curves demonstrate this.

6061 (T6) is certainly used on acft, but 2024 is more commonly used on wings and fuselages. Many other structures would favor a 7000 series aluminum, primarily 7075-T6, which is known to have higher fatigue resistance.

I was more poking fun of how much they hyped up how impressive their gigacasting process was…only to have it suffer from some less than optimal design choices/considerations. Always thought it odd to wrap an automobile with stainless steel panels that they bolt/glue on to an aluminum frame (not an exoskeleton).

You cannot "recode" an upgrade for a poor mechanical material choice...
That seems to be the continual issue w/ Elno - that he can just "run a patch thru the Cloud" to address fundamental physical design flaws...
 


It does make one wonder, if all manufacturers were allowed to have direct to customer sales, what would that do to the price point but also general service and how that would impact "legacy" auto companies.

IMO, he is likely not wrong on this one. (edit, but how he is doing it by trying to buy his influence is 100% wrong).
 
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Musk has been trying to get direct sales for many years.

To be honest, I agree with him on this. Dealerships just seem like vestigial middlemen at this point.

A downside is that so many suburban/rural counties are dependent on the sales tax revenues generated by their auto dealerships ghettos. I'm not sure how you replace that.
 
It does make one wonder, if all manufacturers were allowed to have direct to customer sales, what would that do to the price point but also general service and how that would impact "legacy" auto companies.

IMO, he is likely not wrong on this one. (edit, but how he is doing it by trying to buy his influence is 100% wrong).
I have no idea why WI passed that law or what their rationale was.
 
Tesla stock currently trading under 225. What was Tesla trading at before Musk went full Kanye West? I see in 2023 it was around 234.
 
I was trying to remember when people started to figure out who E-Loon actually is. There is at least one TSLA shorting thread on HORT. Those might provide some better clues.

My question is if Musk is over extended himself? Twitter/X not making any money. Doesn’t draw a big salary from SpaceX. I assume most of his funding is generated based on loans against Tesla Stock. That way he avoids taxes.
 

Think if it ever gets below 100. Things will get dicey for him. But that’s always been my concern about the stocks value. The EV tech is great and all but it can be bought elsewhere. They can pivot, but what’s there to pivot to? The robots aren’t anything beyond what others are doing and self driving doesn’t appear to be a far and away leader either.
The quality of the vehicle has always been middle of the pack. The question as an investor is where is the underlying value. Especially when the CEO appears to act off his rocker.
 
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