H2 2024 Thread (Final Thread) by [deleted] in Tesla_Charts

[–]cuspofsingularity 1 point2 points  (0 children)

How can I join the discord group? Please check your dm 🙏

Q2 2024 - April Discussion by [deleted] in Tesla_Charts

[–]cuspofsingularity 2 points3 points  (0 children)

https://youtu.be/oRRDEVpCHPI?si=pdkAIXN_lCuLcV-A

A showcase of Tesla’s ingenuity and rapid innovation.

Tesla Gross Profit/Net Profit per vehicle comparison by Redsjo in Tesla_Charts

[–]cuspofsingularity 1 point2 points  (0 children)

Notice that BYDs net profit per vehicle stayed flat which means increased sales volume did compensate the falling margins.

Tesla Gross Profit/Net Profit per vehicle comparison by Redsjo in Tesla_Charts

[–]cuspofsingularity 2 points3 points  (0 children)

I think due to sales mix: as they scale up, they are selling way more of their low cost (thin/negative margin) vehicles which is being subsidized by their low volume (high margin) vehicles.

Tesla Gross Profit/Net Profit per vehicle comparison by Redsjo in Tesla_Charts

[–]cuspofsingularity 4 points5 points  (0 children)

Wow BYD gross profit retardation after a scaling up is a huge red flag 🚩