Greg Gutmann

[Greg Gutmann @GregGutmann]

@jfbourdeau @TeslaBoomerMama Making you buy another vehicle and rebuying FSD makes them far more money.

[Greg Gutmann @GregGutmann]

@CarlSparre @TeslaBoomerMama When did they ‘promise’ charging wouldn’t be a ‘profit center???’

Tesla does everything at a profit. It’s how they pay for expansion and accelerates the transition to sustainable transport and sustainable energy.

[Greg Gutmann @GregGutmann]

@ArtBellTheThird @TeslaBoomerMama Do you only denigrate women? Or do you treat other men just as disrespectfully?

I notice you called her lazy yet you gave a response with no answer to the question. Do you have one?

[Greg Gutmann @GregGutmann]

@marvelwonderkat I’ll take it!!!

[Roland Pircher @piloly]

In China, @Tesla delivered 39,956 vehicles in April. This is the best first month of a quarter ever. Up 48% from second best (January 23). 🇨🇳

This number results from the CPCA reported wholesale 75,842 from last week and 35,886 exports from today.

[Greg Gutmann @GregGutmann]

@ggreenwald @davidmirandario Sorry for your loss!

Peace and light to you and your loved ones!

My condolences!

[Greg Gutmann @GregGutmann]

RT @wholemars: “We believe that the IRA is so advantageous to Tesla in terms of absolute dollars and vs. legacy OEMs that it functions…

[Drive Tesla 🇨🇦 @DriveTeslaca]

When is Tesla going to value FSD on trade-ins @elonmusk, especially now that it costs $19.5K in Canada and $15K in the US?

Here's an email from a Used Tesla Advisor two weeks ago saying FSD adds zero value.

If FSD is not going to be valued on trade-ins, then a transfer should be allowed.

[Eva Fo𝕏 🦊 Claudius Nero's Legion @EvaFox]

Tesla is improving its FSD, which will make cars autonomous. Once it becomes “super smooth” and not just safe, the company will roll out a free month trial for all cars in North America, Elon Musk said

https://t.co/mllf2PUrSC

[Greg Gutmann @GregGutmann]

@the_antrik @01rasto @ElectrekCo @fredlambert Sodium ion is basically in gen 1. LFP was lacking when first used. I expect someone will figure out a way to make it work. Need it by end of the decade!

[Greg Gutmann @GregGutmann]

@the_antrik @01rasto @ElectrekCo @fredlambert Sodium ion and aluminum combo already in use. I’ll see if I can find something to point you to.

[Greg Gutmann @GregGutmann]

@the_antrik @01rasto @ElectrekCo @fredlambert LFP have less power density so a 50 kwh pack w/LFP won’t have the performance of Tesla’s nickel based chemistries.

They need a cheap battery with a high enough density (and preferably less or no lithium).

[Greg Gutmann @GregGutmann]

@garyblack00 Why do you believe they will use other levers other than price cuts?

What are those other levers?

[Greg Gutmann @GregGutmann]

@vomnox @Larryvaq @dillonloomis Solving, not solved yet.

[Dillon Loomis @DillonLoomis]

Let's recap:

• Chevy Bolt ending production this year
• Cadillac Lyriq: 122 sales in Q4 (software issues)
• Ford F150 ⚡️: defective battery cells -> 🔥 and production stopped
• Toyota bZ4X: wheels falling off, 1,600 Q1 🇺🇸 sales
• GM sells 2 Hummer EV's in Q1 (water damage to battery packs)
• VW: well known software issues (Cariad)

I see so many "analysts" continually talking about the competition being here. I'd like to remind them - a car being announced is NOT equivalent to a car being produced and working properly

At this point, until an EV is being produced and sold to the tune of at least a few thousand per month, I don't want to hear about it being "competition" $TSLA

[Greg Gutmann @GregGutmann]

@TeslaBoomerMama Who’s running or do you mean who will win each nomination?

Trump and Biden are already running…

[Greg Gutmann @GregGutmann]

@drewhunna @GuyDealership @wholemars @CDG_Podcast I’m not a lawyer so no. Unbreakable? I guess we’ll see. But fights between Ford and dealerships will only hurt both businesses and decrease both chances versus companies like Tesla.

Why would a free market Gov not want free market competition with direct to consumers sales?

[Greg Gutmann @GregGutmann]

@EV_Trapper @ICannot_Enough @jimfarley98 @elonmusk Ford hasn’t sold many evs, Tesla has. Tesla’s are far better in performance, technology, and efficiency. Farley admitted Ford had some big missteps and they just realized how important aerodynamics is for ev’s (years too late). Meanwhile,Tesla is working on NextGen!

[TechFan @kbm3TechFan]

@ward069 @ICannot_Enough @Ford They have a net loss per EV. If gross margins become positive, then you can build to a net profit with higher volume.

Note Lucid&Rivian both have gross losses > $100k per vehicle, so scale does not help.

[Greg Gutmann @GregGutmann]

@Tillsbury1 @fallacyalarm I imagine many people find it more frustrating when you see Ford advertise a Lightning for $60k, you go to the dealership and the dealership is selling it for $120k from a $60k markup!

[Greg Gutmann @GregGutmann]

@Tillsbury1 @fallacyalarm When lease was up, I went to renew my lease on a newer vehicle for the same price (as their flyer said). He asked what my payments were, I told him and he said that’s impossible. He looked it up and went to talk to his boss. Best offer was ⬆️70%/month with ⬆️$ down. No thank you.