March 31, 2019 per Zachary Shahan
I've been watching for about 7 years. Certain predictions of Tesla's immediate death were a common occurrence far longer than that. They came from experts for armchairs, retired executive directors, uninvited car engineers, retailers of short sellers, short sellers with low waves, clueless or pretending to be clueless TV executives and journalists, paid trolls, and probably others forget about it here.
I'm not sure when the first predictions of bankruptcy or the start of death were made, but the beginning of the notorious Tesla Death Watch was on May 19, 2008. Something has recently come to my mind – why not have a little fun with this never ending the hype? Why would not you play with the bodies that are in progress and have some good wills in that process?
The idea that appeared in my mind was, let's start the celebration of Tesla's death anniversary!
The idea of the event is simple. We encourage all owners and fans of Tesla to start or join Tesla's celebrations on May 19, 2019. If you are interested in starting or joining one of our services, go to our contact form and select "I want to host or join the Tesla 11 Year of Death!"
If you're not sure yet, consider it – you have two and a half months to think and make plans. But seriously, come on, what can you think of that ?!
That's basically everything you need. We encourage locals to focus on trial runs and show superspendulose Tesla Model 3, Model X, Model S and Roadster, but the hosts and participants have really decided to celebrate. You can host a home entertainment, pool party or a party at the Tesla camp.
You can start an epic journey, organize a Tesla parade, plan a day without a Tesla race, or create a Tesla hunt.
You can have a fun party, organize a day of jokes using Tesla Summon, or try to set a record for the largest number of Dance Model Xs.
I'm sure there are many genial ideas that Tesla's owners and fans could think of to celebrate the 11th anniversary of Tesla's death. The only thing I can not understand is why anyone I do not want to host or join Tesla's anniversary of death.
To make you more cheerful, I will hand over three of my favorite articles from our Tesla Flashbacks series. To enjoy!
August 29, 2018
Ten years ago, now the furious CNBC did not know Tesla of your mother. Fox News was busy complaining of Obama pushing people to leave their tires well. Looking for Alpha? Well, I could not find any Tesla's Seeking Alpha story published in August 2008, but some geniuses on the web site called "The Truth About Cars" are on something. They have released episode # 17 of their "Tesla Death Watch".
This is the essence of this insight:
"In the meantime, according to a Tesla newsletter published on Wednesday evening, the Lotus plant at Hethell, England has fifteen cars" ready to go for a car, shipping "to CA without a battery and a drive assembly I admit: Fifteen cars are fourteen years longer than I've built (I do not ask) But did you see the Tesla Salon These Silicone Valley boys are not exactly Scrooge McDuck when it comes to overhead costs. Even if you buy every car at a new $ 120,000 price, that's just $ 1.8 million in gross revenue. What do you bet that each of these cars will end up with Tesla's money (the David Brown? With Aston Martin)? There is nothing to do. Rescue the planet is a tough job, but somebody has to do it.
Talk about some smart cookies, huh? They really saw what's up. Tesla was sentenced to death. He certainly can not build cars. And he did not know how to manage money. If Tesla car manufactures, these cars will surely cost more to build and market than the buyers pay for them. Well, damn it – Tesla might have built some fun cars to survive.
Episode # 16 was released a week earlier. The following is a snippet of it:
"Now if Tesla can only increase production and not" fade ", keep costs under control (are you seen that showroom?), collect more money, build a more profitable product and defend against competitors, we can download them from Death Watch. "
Ha. Smart. Ridiculous. Astute. Earn money. Of course, Tesla could not do anything about it. The good thing the brave souls in the movie "The truth about cars" called the shovel.
Oh, wait – Tesla did not die in 2008?
Strangely, not only did he not die, but some of the same associates at the Death Watch blog continue to claim that Tesla will collapse any day. (Note: they no longer write about "Truth about cars." In fact, their credibility has moved some of them to even larger sites.)
Here's a section of the post in 2008 from one of the imaginative critics who continues to proudly announce the inevitable ruin of Tesla:
"Tesla Motors says 90 hectares are provided between San Jose and Santa Clara, CA to build its world headquarters. Oh, and production facilities for your (allegedly) upcoming S (Nee White Star) sedan. The announcement is to create all kinds of excitement among people who use concepts like "green collar jobs" and "clean". "
The crew of the blogger also performed a community service that warned Megan Fox of a talk about Tesla that he would buy one day. – In any case, your money is not good for Tesla, Megan. And there's a story about it. "That's right, that's just a dream, because Tesla can not build cars, you know?
Oh, I forgot a big episode. Even in July 2008, the boys in the car dived to always brilliant and useful New York Times (That, that New York Times). Here is a quote from a work in times:
"Just because Tesla managed to make an expensive electric sports car does not mean it will be able to produce a moderately favorable six-seat sedan. The latter is a quantum leap … David Cole, president of the Car Research Center, is still a Tesla skeptic. First, he says, the battery solution in Roadster is unlikely to work in a larger car. "Lite batteries will change the world," he said, "but they are not ready for a hit time." Tesla's Roadster solution – connecting thousands of small batteries to a giant – is "unoptimal". "At the level of weight, building a sports car is 2. The construction of an affordable high-volume car is 10." … The more I supported, I became more skeptical. "
The true-minded kids did not want to be left out of the intelligent forecast, adding: "Join Joe's club. And thanks for reading. "You see, it's not just that New York Timers who are smart. Even car-boys can identify a joke when they see it. From time to time I can write a good joke. Template A:
Do you think "fraud" is a new favorite word of Tesla's hater? Come on, this is timeless! Well, this is at least until 2009.
"Gawker reports that Tesla spinmeister Daryl Siry left the Silicon Valley startup as Chief Executive Elon Musk (above) was forced to accept deposits on the Model S Saloon. Model S (WhiteStar) exists only as a prototype. Tesla has no factory or financing with which to build it. When Musk announced that DOE would approve Tesla's loan application (and probably not) and decided to accept a $ 40K Model S (next month) deposit, Siry felt the smell of fraud and saved the money.
It's good that Siry left in 2009 before the shit hit the fans and lost ton of money. (Full disclosure: I do not remember seeing Siry's name before, and definitely can not check if the above claims are valid. In any case, it seems to have come down from the ship before it burned and sank.
Pisac's historical end to this article: "In the meantime, anecdotal evidence from Tesla's forums indicates that the real winner is here: Fisker Karma."
Ah, indeed, Fisker Karma.
To be honest, Fisker may have returned, and the writer of the above article still warns people that Tesla might fall at any time.
A few months later, here's the title of another blog post about the truth about cars: "The Tesla Model S Ponzi Scheme handles $ 2.6 million. At least." Ponzi scheme – smart. Who could have imagined such a mind? I'm just honored to be alive at this time, I care for literature because it just goes to the keyboards of today's Mark Twain and George Bernard Shaws.
Okay, that was 9 years ago, so maybe it's not cool anymore. But is not it important to infinity? "Ponzi" can always roll over to Tesla's coverage.
The Death Watch crew also found a letter from Tesla Elona Musa's director and president of staff in 2009 that can be transmitted to today:
"Because of that, I'm so concerned about the constant leak of the media, it really hurts free communication when even small issues come in and out of proportion, and it's unfortunate that a company like Tesla, which works right now (how many companies can say it was sold by October? ), Must have been misled by bad articles on blog sites that would not have credibility, but for alleged internal leakage. Frequent cures are often not accurate! "
The good thing is that the media are getting better off in terms of not hindering the least of the issues.
The next is good for today. The title is too perfect. Again, this story is from 2009, Here's it: "Tesla claims that profitability: do we believe them?"
So – do not trust Elona Muska or anybody else from Tesla when they tell you that they will make a profit or actually I just started to make moneyYes, the fraudsters can be liars and even if the liars can be profitable, the liar is a scam, and you simply can not trust the liars and fraudsters when they say they are profitable.
By the way, if you dare to comment on any of the above related stories, you will find early jewel talks that are still held today on Twitter, Seeking Alpha, CNBC, and even under some CleanTechnica articles. As if nothing had changed.
No matter what Tesla's construction, the Roadster Road has gone through about 20,000 cars per month or 240,000 cars a year.
Oh, are you still here? As a reward for your persistence, I spent some time trying to find my first article about Tesla. Tesla started to cover here at CleanTechnica in March 2009 with the article "New Tesla Model S is … very sexy" but my first article about the company was not written until May 2012 when I announced "Tesla Motors starts delivering the model "It was just a little over six years ago – but it certainly feels like decades.
This was a quote from Elona Muska in an article from May 2012: "In 2006 our plan was to build an electric sports car accompanied by a favorable electric limo and reduce our dependence on oil. S model delivery is a key part of this plan and represents the move to Tesla's mass production of cars and the most powerful automobile company in the 21st century. "Grand Plans. Many laughed. Who laughs now?
January 12, 2019
On Friday I asked for some old information about the X model and came up with interesting old news that made me think a little about Tesla's development. Then I stumbled over more. And then again. So I decided to compile this piece on some Tesla news.
In 2009, a respected auto-reporter put Elon Musa a million dollars to Tesla by the end of 2012. He could not introduce the Model S with the specifications. Tesla is. Elon has donated a million dollars to charity.
By 2010, Toyota and Tesla have announced that they will join an affordable electric car. Confused? It was the Toyota RAV4 EV, which had Tesla's interior parts and Toyota's exterior. It was a loving car by a few people who threw it into the garage, but did not see much of the country, let alone the other country.
In 2011, Tesla expects to sell 30,000-35,000 S and Model X combined vehicles each year. Tesla now sells 100,000 a year.
Elon Musk also predicted in 2011 that Tesla will earn quarterly profit in 2013 (Shouting, laughing.) You did.
Even in 2012 Tesla was very excited because he got 500 models of X reservation in 4 days! (Seriously) My time has changed!
By the end of 2012 Tesla opened its first two chargers on the eastern coast of the USA.
In January 2013 we discovered that Tesla got the trademark "Model Y", which would mean that Tesla could be SEXY (then it was expected that Tesla Model 3 would be Tesla Model E … before Ford blocked it from happening).
Also in 2013 Tesla announced that it would postpone the release of the X model for almost a year … because the S model was so popular. This is something that has long been forgotten or neglected, but it was an early sign that demand for Tesla's vehicles was much higher than expected.
A few weeks later, Tesla has proudly announced that it will produce incredible 500 S sedana models a week. Wow! (Well, I'm having fun now, but that was a big turning point and a multi-year series of such events has led us to this day. Maybe it will not be that long before 90,000 Tesla quarters looks like a little fries, and even funny.)
Also in 2013, Elon Musk said that the fourth model company (which has not yet been named Model 3) will be released by 2017. Many Tesla critics laughed at it as absurd. Tesla has indeed released the fourth model in 2017.
Also in 2013 we began to get news that Tesla Model S broke the big luxury car competition in the US. Of course, the claims of Tesla's critics and short films were then that great demand was only a short-term thing, and demand began to fall and Tesla would soon be in great pain. Actually, Model S continued to dominate the segment of large luxury cars and continued to hold first place in 2018 – with a wide variety.
In January 2014, I summarized 13 electric vehicles coming to the market this year in the US and Europe: BMW i3, BMW i8, Tesla Model X, Volkswagen e-Up !, Volkswagen e-Golf, Cadillac ELR, Kia Soul EV Mercedes -Benz B-Class Electric, Porsche Panamera Plug-in S-Hybrid, Nissan e-NV200 and three Via Motors models (which have never reached the consumer market). My time has changed!
I recently had a bit of fun digging old Tesline news and putting them in the context of the company's up-to-date business, which can make it fascinating. I have also elaborated about 11 years of hyped up FUD on Tesla and allegations of his recent death in the past decade. And I investigated the 8 "impossible" goals the company achieved. I forgot, however, that the reader sent a list of his favorite reminders in October. This is also a great list, so I'm writing here for another round of "Tesla Flashbacks".
In 2012, IHS analysts seemed to initiate FUD (fear, uncertainty and suspicion) associated with Tesla's assassin's idea before someone who knew me cast the idea. He said: "Several factors remain to act against the company, not least of which is the main competitive disadvantage compared to the efforts of large producers despite the massive inflow of money Tesla enjoyed.
– $ 57,400 and over
$ 64.9 thousand-and-up 2012 Tesla Model S will be an unusual proposition for a luxury car buyer. He joins the segment (a luxurious sports limo of medium size) that does not see large volumes – and one in which brand loyalty is strong.
"Tesla likes to suggest that the Model S is unique and will be part of a competition that includes constant BMW 5 Series, Mercedes-Benz E Class and a dozen other models.
"Maybe if he wants – if Tesla's sales targets are not terribly ambitious, they could be fulfilled.Is it possible to sell a few thousands of anything in this country, just for news." IHS Automotive forecasts that Tesla, if the car gets on the market, is likely to sell at least a few thousand.
"But the idea that Tesla can sell on tens of thousands of S models in the US is crazy. The most popular vehicles in the segment sell itself tens of thousands, and some models – the Audi A6, the Jaguar XF, the Lexus GS – are far below 10,000 sales a year.
"Remember that hybrid vehicles, which are far easier to own and manage clean electric cars, still account for only 2 to 3 percent of the total US market. Recently, Deloitte & Touche's research suggests that car buyers actually want electrified vehicles are still subject to some discussion.
Indeed, insanity. Was this guy really paid for his analysis? Well, of course it is, as well as countless other analysts who speak the same thing.
I have to admit – I was on numerous conference calls with industry analysts, where I was obviously in the "extreme" corner and actually it was the "pro-Tesla" voice of discussion. As it turned out, my points brought much more fruit than the others I've heard over the years.
In the same interview, the analyst emphasized Tesla's impressive level of vertical integration and production of his own parts. "I did not know how much technology in model S was developed in the home.
"Tesla does almost everything on the S model. Exceptions are some of the trickier bits, such as the pedal box and steering column, which comes from Daimler. Tesla even manufactures its own plastic parts, using machines left by Toyota at a factory in Fremont, California.
This in-house and ingenuity has led the analyst to believe that Tesla has a better chance of survival than he once thought.
"I still think that as a Tesla carmaker must have a partner who will survive in the long run. But he has actually shown that he can find partners who are interested in further ties, and also that selling his own cars is not the only way to make money.
"However, I'm still skeptical about the market opportunities for the S model and the real demand for an electric limo worth $ 57,400 plus 65,000 plus of a relatively unknown brand, compared to the modern and future competition."
In 2014, CNN Business / CNN Money has come to the brilliant conclusion that Tesla's sales of refrigerators. "Tesla predicted to sell 35,000 S models around the world in 2014 but the sales tracker Autodata estimates that US sales in the first quarter rose by less than 1%. … Investors are increasingly concerned about the fall in North American deliveries for 2014, according to Adam Jonas, auto analyst Morgan Stanley. "Global S sales now account for 50,000 a year, as well as sales of the X model and sales of Model 3 are much higher. It seems these analysts are worried about nothing.
In April, 2015, a technical reporter offered a rather ridiculous movie about the S model as compared to the new BMW's plug-in bids. He drove the BMW i8 for a week and received great attention. He did not seem to have attracted the attention of the Tesla drivers, and then came to some strange conclusions about it. "However, there was an unusual exception to all this techno-admiration: Tesla Model S. Drivers. Others dropped the window, took a photo or simply wondered what it was. I shared a few fists with BMW 3 and even Chevy Volta, two other electric cars. However, Tesla drivers carefully avoid eye contact. During the week I came across two or three dozen, but no driver Model S had ever admitted the existence of my car – the insecurity was inevitable. Tesla Motors practically invented the concept of an eco-super car – at least at the consumer level – and dominated the sector for three years. But besides the BMW i8, Tesla was wearing a patina of age. "
Haha. Did the writer really think that the Model S drivers do not look at him or i8 from insecurity? They are unlikely to admit i8 because they are not compared to S in many key ways. This helps explain why the historic sales of the i8 look like a dusty sign on the brink of selling the S model so far.
And yet: "But the BMW i-series, which was launched in Germany in late 2013, wiped out any doubts as to whether Germany would be a candidate for what I call the Great Electrification Race. Indeed, although Porsche sells plug-in versions of its Panama and Cayenne SUVs, i8 is undoubtedly the first true challenger to Tesla's Eco-Squeeze model S. "I could make a sales chart to show how ridiculous this idea was, but honestly it was not worth the time. The I8 is a nice car and is fun in its own way, but it's not a competitive S model and has never had the opportunity to be one of them. (For the record, I own the BMW i3 and I love it, and I like styling the i8 model, but the reason i have i3 is that its sales price on the used market was far below the original MSRP to feel like It was the first electric car by which I drove and I assume that there is something like "the first love.")
In a 2015 article about BMWBlogu (which will, in fact, be a BMW pro), the writer was delighted to cover the experimental BMW plug-in hybrid with a host of powers. He wrote: "Now, if Elon Musk hears about it, he will inevitably point to the fact that not only is The Thing & # 39; experimental and has experimental projects, but that & # 39; The Thing & # 39; uses a gasoline engine in tandem. with electricity while model S does not. However, I think this is a point of sale for BMW technology as well as for the S. Plug-in hybrid model offering greater flexibility because they can be refilled with gasoline as needed, so the anxiety of the range no longer exists. Although, Musk claims, eliminating anxiety in the range, there is simply no scenario where a clean electric car had a range of plug-in hybrids.
If you are reading CleanTechnica a regular, certain story I published last weekend might have come to your mind by reading it. It turns out that Tesla sold more 3s in 2018 in the US than all other manufacturers sold all their plug-in hybrids. Model 3 did not just break BMW's plug-in hybrid models. It broke the BMW + GM + Ford + Daimler + Toyota + Honda + Chrysler + Mitsubishi + Hyundai + + Kia + Volkswagen + Audi. Tell me again how does the plug-in hybrid drive system compete with a well-designed fully electric drive?
In August 2015. Reuters Hyped Da, "The Silicon Valley automaker loses more than $ 4,000 on each Model S electric sedan is being sold, using its calculations of operating losses, and it burned $ 359 million in cash for the last trimester of the bull market for luxury vehicles." Of course, it was a misinterpretation of the story, or the wrong way to tell what the company is doing. Tesla sold thousands of Model Ss a month, each of which earned money from the company. (In fact, Tesla has long had a fairly high gross margin on S model.) At the same time, Tesla invested a high-growth money supply, a continuous development that would lead to today's sales of tens of thousands of cars a month and profitable.
Returning away from February 2016, we have to end up with one of our favorites. It would be Bob Lutz, former vice president of GM (among other things), arguing that Tesla Model X is impossible to build and that Tesla's entire business model makes no sense. "Teslin's business model is superstitious … their costs were always higher than their revenue," Lutz told CNBC. "They always have to get more capital, and then they propose it.
"While [Tesla’s] the car is great, the job has always been bad. It is now super bad because the general demand for electric vehicles is falling. Here's why it will kill Tesla: Is there a consumer demand for electric vehicles or not, major manufacturers like Ford, GM, Toyota, Volkswagen … have to build electric cars – a certain number – to meet the requirements in about half of the states. They have to be stuck on the market, otherwise they can no longer sell SUVs and full size pistols and the things they really earn. This will generically reduce the cost of electric vehicles. …
"Model X does not seem to be able to build with that automatic gantry gates, which everyone in the industry always said would not work."
A year earlier, Lutz said Tesla faced with[the] trifecta propasti … bleeding cash, securitized assets and inventory. "
Shhh, no one tells Bob that Tesla now massively manufactures the X model (sold for 50,000 a year), ruin and ruin, and other manufacturers still do not compete with Tesla, demand for electric cars has risen and did not fall, it seems Tesla's business model is very correct.
Okay, let's be honest for a moment – it was easy not to understand Tesla's advantage and innate strength a day or even a few years ago. How could everyone know what Tesla was capable of and why his vehicles were and would be much more competitive than other car makers? Well, in fact, many followers understood it all. They often called them meaningless, Kool-Aid drummers, cult fanboys. Analysts and "car experts" have rejected them. Most of the media they pushed into the dark corner. (In fact, it is hard to imagine a larger media office that did not assume we were in the dark corner.) We have explained the advantages of the specifications, in a well-designed electrical drive, in a completely electric corporate focus, in permanent hardware. and software innovations in rapid development cycles, Tesla's core components, and so on. But we were just fans. What else would you say?
Perhaps the next round of Tesla aims at the time that large media spend time learning from those people who know most about Tesla and can provide independent voice about the company without throwing undue pessimism. Or just keep doing what you did.