Tesla "Yes, We CAN" Master Plan Part 3 vs Toyota "NO, We Can't" Plan whine whine whine

[Kremmen]

Ignoring the rest, just as a matter of principle this “Electric Viking” dude is an influencer kool-aid putz and “citing” him risks guilt by association

THANK. YOU.

The guy seems to have a growing audience but geeze, I'm not impressed so far. He fell hook line and sinker for the "WAAAH CYBERTRUCK HAS A SHORTER PUG FRONT END NOW" meme.

You can overlay concept and beta side views and get the same outline. He didn't even spend five minutes pursuing that option before promoting the misinfo.

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[LDRHAWKE]

The technology debate aside, with the corporate debt of Toyota , the fact is I don’t think they are financially capable of responding.to the all electric vehicle market if they wanted to.

 

[HaulingAss]

The technology debate aside, with the corporate debt of Toyota , the fact is I don’t think they are financially capable of responding.to the all electric vehicle market if they wanted to.

Exactly. Toyota waited too long to gain any advantage in electric vehicles. They saw some young Silicon Valley upstart had decided to build EV's and the entire management team said something along the lines of:

"Ha-ha, that Elon Musk, he's so-o-o stupid! He is basing his entire business on cars powered by batteries. Ha-ha!. Cars powered by batteries! ROTFL! People love our gas cars and Elon doesn't even know how to build a car, ha-ha."

They are not laughing now, and the hemorrhaging of sales has only just begun!

 

[HAL GALLUS]

So you make personal attacks against “Electric Viking” instead of responding to the points he made.

Right now I would have no qualms with being associated with “The Electric Viking”.
So far I have not heard any racist, sexist, asshole-ish stuff from him.

Some of his video cover news I don't hear elsewhere.




Tesla published a plan on how the goal can be accomplished.

If Tesla plan has errors or bad assumptions, Toyota should point them out instead of continuing to whine it can't be done.

Toyota, GM, Nissan all had lots more money and early opportunities (late 1990s) but under-funded Tesla put in the extra effort to get us to the point BEVs are starting to directly compete with ICE.

Over last 20 years, Tesla accomplished stuff ( mass production of BEVs, charging network) that Toyota, GM, Nissan certainly had the capability to do BUT they didn't even really try.

Some whine (Toyota) while others (Tesla) gets shit done.

Remember Toyota once owned $50 million shares of Tesla but they sold those shares a few years too early and missed $1.6 billion of return. Besides not making BEVs, Toyota's financial guys seem to have poor judgement too.

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Toyota Sells Stake in Tesla
In 2010, Toyota acquired a $50 million stake in Tesla and then the companies started to jointly develop RAV4 electric vehicles in Canada in 2011 and later sold about 2,500 units over three years amid culture clashes and recalls. In 2016 Toyota formed its own unit to develop electric cars.
June 3, 2017
Bloomberg
https://www.industryweek.com/finance/article/22018589/toyota-sells-stake-in-tesla

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Here’s how much money you’d have if you invested $1,000 in Tesla 1, 5 and 10 years ago Published 2021
By Nicolas Vega
https://www.cnbc.com/2021/11/04/how...u-invested-in-tesla-1-5-and-10-years-ago.html

.....
Go back a few more years and your return is even greater. Five years ago, on Nov. 2, 2016, Tesla was trading at around $38 per share. A $1,000 investment then would have grown 3,025% and be worth around $31,286 as of Wednesday morning. Over the same time period, the S&P 500 index would have given you a 142.4% return. If you had invested in Tesla in 2011, you would have a five-figure return.

.....
Shares of Tesla are up more than 50% since the beginning of October, and the company’s market cap has grown to more than $1.2 trillion. It only passed Toyota, now the second-largest automaker in terms of market cap, last year, but is now nearly $900 billion more valuable.

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now that sounds better

 

[jerhenderson]

Tesla sees an obstacle and figures out how to go over, around, under or just knock over the obstacle.

Toyota waits (and waits some more) for someone else to do the work then whines if you criticize them for doing little and then has tons of excuses why it is too hard and not their job.


Tesla publicly released it's plan for the world to see and experts and scientists could review.

Will Toyota do the same?

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This Is Why Toyota Isn't Rushing to Sell You an Electric Vehicle A corporate document reveals why Toyota will focus more on hybrids over EVs.
Published 2023May17
By Tom McParland
https://jalopnik.com/toyota-focusing-on-hybrids-not-electric-vehicles-1850440908

A Toyota dealer contact sent me this PDF that was sent directly by Toyota corporate to explain to the dealer network why they should expect to see more hybrids on their lots and not so many EVs or PHEVs.

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Toyota tells its dealers it can make 90 hybrids with a single EV battery. Electric Viking asks what kind of calculator are they using for their sketchy numbers.
May 19, 2023
The Electric Viking

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Tesla Master Plan Part 3
The Tesla Team, April 5, 2023
https://www.tesla.com/blog/master-plan-part-3

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Tesla's Master Plan Part 3: Transportation ** Not your father's master plan **
Apr 6, 2023
Dr. Know-it-all Knows it all

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Cliff’s Notes for Investor Day // Context, Insights, Implications
There was so much packed into investor day that it needs Cliff's Notes. This video re-frame's investor in terms of themes and provides context, insights, and discusses the implications.
Mar 29, 2023
The Limiting Factor

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Toyota = Kodak

 

[Crissa]

Toyota = Kodak

Bad analogy. Kodak actually had a bunch of digital patents and products.

But the installed base and the assumption they were going to die doomed them. Every business needs to be able to get cash and good prices on their investments... But when people assume they can't pay it bad, their don't get cash or prices and get reamed.

-Crissa

 

[LDRHAWKE]

Toyota = Kodak

When you are nearly $200,000,000,000 in debt, lagging sales, and high interest rates…..it is difficult.

 

[jerhenderson]

Bad analogy. Kodak actually had a bunch of digital patents and products.

But the installed base and the assumption they were going to die doomed them. Every business needs to be able to get cash and good prices on their investments... But when people assume they can't pay it bad, their don't get cash or prices and get reamed.

-Crissa

the analogy was a company that didn't see the change coming, and reacted to slowly to survive.

 

[Crissa]

the analogy was a company that didn't see the change coming, and reacted to slowly to survive.

But they did see the change coming and were too early when they did jump in.

-Crissa

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