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0 pointspanick21_3y ago0 comments

> because you're seeing orders fall off a cliff

Any evidence or are you just making up things? Because that is literally the opposite of pretty much everything we know about Tesla orders.

> Cybertruck pre-orders given that Ford and Rivian have beaten them to market and both those products are drawing rave reviews.

That makes no sense. Cybertruck pre-orders going away (if that is case, and I question that) would not impact its current financials.

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vannevar3y ago

I am absolutely speculating. But companies don't just act on current financials, they act on future projections. If they see lean times ahead, they may very well cut current expenses in order to conserve cash they believe they will need in the months ahead. I don't think the current cuts are routine, or because Musk as a "bad feeling", I think they're seeing something concrete that is adversely affecting future revenue projections. A downturn in the auto market generally, and a downturn in Cybertruck demand particularly, as reflected in advance orders would certainly fit the bill.

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0 pointspanick21_3y ago0 comments

> because you're seeing orders fall off a cliff

Any evidence or are you just making up things? Because that is literally the opposite of pretty much everything we know about Tesla orders.

> Cybertruck pre-orders given that Ford and Rivian have beaten them to market and both those products are drawing rave reviews.

That makes no sense. Cybertruck pre-orders going away (if that is case, and I question that) would not impact its current financials.

0 comments

vannevar3y ago

j / k navigate · click thread line to collapse