Despite denials from Elon & Franz, many people still believe the next gen platform has been cancelled. All @elonmusk needs to do on the earnings call is explain that there is no planned delay / reduction in volume for next gen vehicles and the stock will get a nice bump
@WholeMarsBlog @elonmusk I agree. What is the plan? Where will they build it? What are the plans to expand production? When will they reveal the concept? How do they grow volumes in 2025 and 2026? The market doesn't believe in the CEO anymore. Credibility is gone.
@WholeMarsBlog @elonmusk I do believe he will perform and appease the street a little bit on this call. If he does not, and stock tanks, will put the vote on his comp at extremely high risk of failing to pass.
@WholeMarsBlog @elonmusk Best outcome for the company in the long run is to have a planned delay to next gen vehicle in favor of robotaxi / Optimus with some timeline on those. Nobody will get that though so stock price will suffer. The model 3 / y are enough to continue to 20m vehicles.
@WholeMarsBlog @elonmusk He didn't deny it. Why wait till earning? Why doesn't he do it now in a clear way?
@WholeMarsBlog @elonmusk Nobody is claiming nextGen platform is canceled. Some ppl are saying that it doesn't include a human compact vehicle
My prediction: Robotaxi will be based on cybertruck’s platform mainly because it features adequate battery capacity to ensure uptime necessary to compete with human operated taxis, and a platform that can be configured for various applications (single person rider, vs family taxi vs. autonomous shuttle)