2,068 karma · joined January 30, 2011
Maybe you can get a job doing what you like, but even switching employers to do something you don't really care for will still be a step in the right direction. As you will exercise your change muscle.
Emission credits were 3.6%[1] of revenue last quarter (Q1 2022). I don't know what "subsidies" you are referring too but you may be thinking of the EV tax credit, which was exhausted by Tesla in late 2019[2]. So in that regard other EV automakers have an advantage over Tesla.
> I also don't see Tesla being able to compete on luxury as they have significant problems with fit and finish. Now that traditional luxury brands have solid EV offerings it seems unlikely Tesla will be able to keep their margins and increase their sales volume.
Tesla has certainly had fit and finish issues but they are solving this. Their new Model Y produced in TX uses their "giga castings" which removes the opportunity to screw up alignment by removing ~150 welds for the body. Look it up if you want to know more.
I think error in your thinking is that Tesla will remain static while others catchup. That's not going to happen. Tesla is innovating (increasing margin) and scaling at a faster rate than "legacy auto".
[1] Q1 2022 Financials https://tesla-cdn.thron.com/static/IOSHZZ_TSLA_Q1_2022_Updat... [2] https://fueleconomy.gov/feg/taxevb.shtml
That's the problem. When they do it that way, they don't make a profit on BEV's. "Legacy auto" got good at building the supply chain network for parts. Then they pick and choose and assemble into a car. But everyone is taking a slice, and it's hard to optimize designs for efficiency between so many suppliers. Then they have their dealers to contend with.
What i'm saying is that "legacy auto" can certainly build and sell a BEV like they do with ICE. And it's not too hard for them to make that change, baring battery supply challenges. But they don't have the 30% gross margin that Tesla does. That margin will continue to grow and then turn into a weapon when Tesla needs to be competitive.
The fall can cascade quickly, as the incumbents are stuffed with debt. When sales of ICE fall due to the growing EV segment they will have a hard time seeking the funding necessary to transition. IMO it's all a bit late. But good luck to them. From my observation only Ford and VW really appreciate the situation they are in, and they are trying hard to navigate out. Hopefully they survive. GM is screwed.
No law is perfect. Yeah there are some unregistered guns. But i assure you that a "lot of guns" to an Aussie is very different from a "lot of guns" to an American.
If your buy back program offers a higher rate than the market (black or otherwise). Then the buyback program will suck up the guns.
The USA is the largest manufacturer of guns in the world. And the domestic market is important to their business. In Australia we don't manufacture guns, so it's easy for us to say no more gun imports.
If people in the US want their guns, then whatever. But can we at least apply some degree of responsibility? It should not be easier to buy a gun than get drivers license. And make it difficult to get weapons which can cause outsized damage. We must acknowledge that all guns are not created equal. Some guns can kill more in a shorter period than others. If the lethality of a weapon doesn't matter then why can't we go buy tomahawk missiles or a tactical nuke. Personally I'd like an M1 Abrams Tank for self defense.
Started thinking about this to solve the port congestion problem, which they obviously are too. + emission reductions.