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Tesla's financials are imploding while Elon Musk repeats the same broken promises he made years ago about FSD. Tesla axed the Model S and X for a teleoperated robot that can't walk and that Musk admits does nothing useful. Why believe a word this snake oil salesman says?
35 条评论

@elonmusk Because my car drives me everywhere. You are a tool and no one cares what you think.

You nailed it. The financials are terrible. The outlook is worse. Elon is literally cancelling 2 models out of 4. Shutting down factories and entire lines. This is panic cost cutting. Survival mode. I think Tesla is in far worse shape than the financials show. No company would do this if they were successful. This is distress type behaviour. And the whole whisper campaign to merge Tesla and SpaceX and or xAI is also a move that smells of desperation. The only reason this is being contemplated is to prop up the value of Tesla shares with outside assets so that the share price doesn’t crash. As well, it reeks of self-dealing because in this share dilution, Elon will be the biggest beneficiary. But existing shareholders will be the biggest losers. And then what? The business will be hugely negative on cash flow because xAI is a money pit. SpaceX is barely break even. And Tesla appears to be a dying business. I mean what’s left of Tesla now? A cheap low margin Model 3 and a cheap low margin Model X. Competition is now stiff. There is no moat. Other manufacturers are making better cars. With better technology. And better pricing. And better value for money. All of the investments made with shareholder capital in the car manufacturing will have to be written off. Look out next quarter those write offs will be huge. Share price will crater. The Ponzi scheme is over. They will be teaching about this failure in business school. If we can see it, the bankers surely can see it. The huge funds and hedge funds can surely see it. And they will start to liquidate their positions quietly before the next quarter earnings call. And robots? Sure Elon. With no visible manufacturing plan. With billions required in retooling costs. Banks shying away from lending to Tesla at all. No sane banker will approve a loan to Tesla. And with a spiralling stock price the shares that Elon pledged to finance his Twitter purchase will be margin called and sold off by the bankers leading to even lower share prices for existing stock holders. To all Tesla shareholders - get out while you can. Elon can’t deliver. And he isn’t equipped to handle such a crisis. The music has stopped and there are no chairs left.

@elonmusk 20% margins. Billions of free cash generated. Sounds like a crisis.

@elonmusk Put your money where your mouth is and short Tesla. Let’s see the receipts.

@elonmusk Model S and X are barely selling and not making ends meet. No one in their mind want to buy cars with older than 10 years old design. That is why they are canceled. Optimus is just the patsy 😂.

@elonmusk Yet, Tesla has 40 Billion in the bank while Ford and GM are over 100 Billion in debt each. Winning...

@elonmusk Tesla doing good. Stock at $430 and market cap $1.6T. Not seeing him analyzing Tesla competitions. Go short the stock to prove your point. I stick with Tesla.

@elonmusk Have owned same block of $TSLA stock since 2013 at $6.50 a share. I’ve listened to guys like you the entire time. I’ve been through six or so 50% corrections only to end up back at the highs. The things his companies are developing are transformational, and take time.

@elonmusk But the Tesla Board of Directors is maintaining the CEO. On top of that, the CEO lied about his relationship to Epstein?

@elonmusk He is a massive fucking liar and it’s amazing how people still hang on to anything he says.

@elonmusk He is milking gov $$$ and shareholders $$$$.

@elonmusk The way they burn is incredible. No escaping if the 12v power goes. Mechanical door latches hidden inside the door trim is a Great idea...

@elonmusk He’s going to merge Tesla with xAI and SpaceX because he can convince investors that his focus will shift to AI, robotics and government contracts for SpaceX. That way he can slowly move away from Tesla cars being his primary business. He could also just do a SpaceX IPO for $1.5T

@elonmusk Well worth a watch - driverless cars "next year" every year since 2014!

@elonmusk Dan, Are you a better business man than Elon? He knows what he is doing, look at the sales numbers. X and S were not selling. Waste of resource, space, time.

There was a time in America when folks that lied about products like that would go to prison. Back then they called it fraud. IMO

@elonmusk

@elonmusk This is so fucking stupid. Do you really see a future without self driving vehicles? It’s inevitable.

@thunderf00t @elonmusk Because he’s the biggest con man and grifter ever existed.

@elonmusk Did you notice that a few years ago the streets were suddenly flooded with battery kickbikes as a service? Now, imagine the same thing but with Tesla Robotaxi? That’s a massive Disruption!

@elonmusk S was the best Tesla car from the lineup…

@elonmusk I thought you only cared about peoples safety when it comes to FSD? Now it just sounds you have an agenda. It’s over old man it’s over.

@elonmusk sorry Dan, Elon has more IQ in the nail of his little finger than you in your head! Bury your jalousie!

@elonmusk The latest hopium is: SpaceX will bail them all out...

@elonmusk Tesla’s valuation was pure fiction from the beginning.

@elonmusk Hey Dan don’t you have a software company that supplies most of the car industry with ADAS systems? All of which are being crushed by FSD. Just admit that all of your Tesla/Elon hate extends from this.

@elonmusk It blows my mind that people are stupid enough to buy this stock at P/E 400 🤣 Eventually it will collapse.

@elonmusk Tesla stock holders are one of the dumbest people right now.

@elonmusk That’s a lot of false statements for a single tweet. Have you thought about spreading your lies out a bit so they don’t sound so whiney?

@elonmusk

@elonmusk So obvious you are making this personal. Why?? You know how this will end right?

@elonmusk Because of our idiocy

@elonmusk FSD is close enough for Robo Taxi now . There are peopel that are pretty happy with it . Even the Chinese are using it as Goal Post.

@elonmusk Maybe because there are Robotaxis with noone in the car and no chase cars? Maybe?

@elonmusk Elon has the ability to make things sound credible and real. That must come to an end. Even the most ardent fan boy must have a limit of teslas failure to deliver Year after year, “it’s coming next year” then year after year if fails . The narrative changes to its coming
