Bus Tesla isn’t in anything looking like a growth phase

thelastgallon 6 hours ago | parent | next [-]

2024 total deliveries: 1,789,226

2025 total deliveries: 1,636,129

8% decline YOY, Tesla shut down production of Model S & X. Eventually, they will become a pure speculation as a service stock, with zero production. But its cheaper to produce than bitcoin, no energy needs to be expended, runs on pure Musk energy!

	▲	maxlin 3 hours ago \| parent [-]
		They shut down production of S & X to make more capability for cars that they want to focus on and which sell way more, AND Cybercab. Tesla grows in large steps. Next big step is Robotaxis, which is well on its way. After that, robots, for which they have the best real-world AI platform for. You could say Tesla is a speculation stock as well when they had released the Roadster. Tesla shorters always lose.

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sroussey 5 hours ago | parent | prev | next [-]

It is in the shrinking stage with robot dreams.

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omgwtfbyobbq 5 hours ago | parent | prev [-]

It might be. It might not be. That's where the money is or isn't.

I think the mature part of their business is 3/Y, energy storage, and maybe cybertruck, although I also think it's too early to call it because it depends on lower cost cell in house cell production and they only started that recently.

In the near term, the growth part is Semi, cybercab, FSD, lithium cell production, and maybe cybertruck.

In the long term, it's potentially Optimus, more general autonomy, and gigafactories.

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sethops1 4 hours ago | parent [-]

The growth part of Tesla is the increasingly large promises of snake oil Elon can spin.

	▲	omgwtfbyobbq 4 hours ago \| parent [-]
		That's what many said when they were ramping the S/X, the 3/Y, and energy storage. https://www.wired.com/2009/10/audi-etron/ That doesn't mean they can't make a mess of things all by themselves. But comparing their infra investments/growth strategy to snake oil when they've gone from nothing to $100 billion/year in 15+ years might be short sighted.