Dan Ives the fanboy?
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I think the article is based on outdated info. I recalled reading about cultists claiming this when GM (if I recalled correctly) announced that their vehicles would use TSLA charging network. Pricing wasn’t announced then. Once pricing was announced, people realize is not that good a business. I am surprised to see this claim re-surfaced.
From what I read, most people charge at home or for free in office. So how often would they use charging network? How much are they willing to pay, bearing in mind the alternative is at home?
If every moonshots could be realized, market cap of GOOG should be $20T now 
I am viewing the S-curves of TSLA similar to moonshots of GOOG. Cultists are too optimistic… not saying S-curves/ moonshots won’t happen… has to wait…
Charging at home - 11-14 hours. Supercharger is one hour.
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If fast charging network is that lucrative we would see tons of competitors in this space. The fact that we don’t, and car manufacturers like Mercedes and Rivian have to commit scarce capital to build their own implies it’s a cost center rather than profit center.
I think the key difficulty is charging speed. For gas stations cars can come in and get out in 2 minutes. Versus 20min to maybe even an hour for charging stations. It’s just hard to make money with that slow turnaround. You can’t ask EV owners to pay 20X more because their cars are 20X slower at getting its energy filled. The math doesn’t work for fast charging networks.
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Ultimately, if EV’s are to be anything more than a niche market and the power grid is to be able to support them we will need EV’s that require far fewer electrons to get down the road. Increases in range don’t decrease charging time. Right now Aptera is about the only company going this route and it looks unlikely that they will ever make it into production.
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Tesla’s Cybertruck has a serious problem that only a complete redesign can fix
Musk promised this pickup in 2021 and didn’t deliver. Then he said production was coming in 2022, but that year came, and it got delayed again to early 2023. Now it’s been delayed again till “late 2023.” Tesla blamed the supply chain, but Clarke and others in the industry are skeptical it will ever happen—at least, not without a serious redesign. “As soon as we saw [the Cybertruck], everyone I know in the industry started laughing. We just thought there is no way they’re gonna be able to get that into production.” There’s no way, he assures me, because it’s not going to pass crash regulations, it’s not going pass pedestrian impact regulations, and, more importantly, it’s going to be extremely hard to make those “those dead straight panels.”
Clarke explained that car panels are made by stamping them with big metal hydraulic presses: “They always have an amount of curves in them because they have to be able to hold the shape when the part comes out of the press.” But if you have a dead flat panel, it doesn’t work. “It’s going to vibrate and they’re going to have massive problems stamping those panels and having them keep their shape.” This observation aligns with Musk’s own admission about the dimensional variations being prominently visible due to the truck’s straight edges. Another example of a problem caused by this bad design was the Cybertruck’s doors don’t seem to align properly with the body, which is a fundamental issue that speaks to the vehicle’s overall build quality.
Now I am really curious. Doesn’t seem they can start production this year. No price. No specs. Still at a production candidate stage.
Underestimate EM at you perils. Everything he touches turn to gold. Is a multi T business, he delivered always.
Yee Long Ma
TSLA cultist
lolol
I swear, it’s like 2017 all over again.
The cyber truck has always been a joke. Did Musk ever do a market survey of truck owners to see what they wanted or what interest there was in this piece of crap. Payload, versatility… tow capacity… doesn’t he even ask these questions?
Most Americans don’t use their trucks to do stuff that would require caring about those things. 
When I get my CyberTruck, I’m going to Tahoe during a winter storm, get stuck, and block your roads.
Oh no… Tesla FSD S-curve is finally taking shape. FOMO FOMO FOMO 
TSLA shot up today mostly because crypto surging.
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The cyber truck reminds me of 4 door El Camino. The 60s Chevy with a truck bed. A Frankenstein half car half truck… a wannabe truck for city slickers. I think Musk should concentrate on a SUV that.can actually carry 8 passengers and a payload…instead of DeLorean rejects with truck beds. Stainless steel is a stupid idea for car panels. One ding a you have to replace the whole panel…
Glad I bought it in 2018 for less than $20 a share and no one else did. Sure feels great to be riding one S-curve after another
The Cybertruck is a low polygon joke that only exists in the fever dreams of Tesla fans that stands high on the smell of Elon Musk’s flatulences.”
It’s like what a 5 year old with little artistic talent would draw mainly because he couldn’t draw curves…
Sounds serious.
