I am not super educated on the Tesla-sphere and, I'm not in the shipping industry, so some advice from "experts" there would be appreciated. I was doing my research, and noticing the dip in price after I saw the Semi announcement. Now, when I saw that I was stunned as I'm sure many of you were. I immediately think to myself, this will change the world entirely. Then I saw that Walmart will be ordering 15 units for testing and got even more interested. I knew I had wished I invested in TSLA long ago before I started investing a little bit of money, and I simply could not afford to. Now with this release, I just wonder how this could NOT be the future? With the benefits listed, I can't imagine why a company wouldn't want this truck, as it is currently today. The cost savings alone seem to ensure that this is not only the best truck you can buy.. but possibly the cheapest truck you can buy. It appears possible that this could reduce shipping costs up to 50% (truck costs).
Then I read about their production problems, their missed deadlines with feature releases, and financial issues.
If this semi is the gift from the gods it appears to be, perhaps that would solve their financial issues, but could they even produce them with the production issues they are having today? And what's with the lack of updates? Apparently, the autopilot isn't quite what it was advertised to be. Is there truly enough charging locations in enough places across the country to make it viable to use these trucks for anything other than cross-country routes that are going to be somewhat planned around these stations? Does this have enough mass appeal to that market based on this issue.
And what about repair?
Yes, they guarantee it for 1 million miles and that sounds AMAZING! I just want to ensure that it is. What do normal trucks go for? I can't easily find this number but it seems to be 1-2 million.
So then the question is. What is repair like past that point? Can you replace parts? What will those costs be like? Does none of that matter due to other long-term benefits.
Do these trucks gain any government benefits or discounts in any way?
Moving forward
That is one scary chart. TSLA needs to see some money coming in. This dip looks like its caused mostly by this widening line. For good reason. So the question now becomes. Will TSLA be able to deliver on these trucks, will they sell, and the issues above. IF TSLA is able to produce these and everything they say is true, I believe they will sell, though I do want some comment from the shipping industry.
So if we see reason that they CAN produce these and that maybe they'll do better with these software updates... there should be a bottom of the dip coming.
Discuss!
Submitted November 18, 2017 at 12:17PM by Ampix0 http://ift.tt/2iuEHqh
