Claus Møller Profile picture
Ordinary boring guy. Used to be a banker, got bored. Now in IT Tech Sales. Motor enthusiast and hobby racing driver. Into performance cars and old motorcycles.
Nov 28, 2023 8 tweets 3 min read
A thread, please contribute:

"What is wrong with Cybertruck design".

- Nothing to wash any of the lights or camera, you'll go blind right away on a dark winter road. With no parking sensors and poor visibility, it'll be a nightmare to park with a dirty camera. Image If you want to take it off-roading, even after seeing the videos of the cars horrible performance in such an environment, you are likely to need a winch.

The area around the tow hook is too narrow for a cable or wire with a quick release hook. Image
Oct 27, 2023 17 tweets 4 min read
1/17: 🚨🚨🚨

Why I am confused about @Tesla Energy. A short thread:

The positive outlook for Tesla Energy is a major part of some analysts optimistic outlook for $TSLA.

As I try to understand the business and develop a gut feeling, I get more confused the more I look into it. 2/17:

In this thread about @Tesla Energy, I’ll briefly sum up:

- Concepts
- Competitive situation
- Customers

I’ll ignore Tesla Solar/consumer sales. Since the buy out of SolarCity, the sales have become insignificant.
Oct 13, 2023 10 tweets 3 min read
1/x

I have been wondering why @Tesla and their bulls claims that Q3 was due to lack of inventory/paused factories.

Tesla disclose their production and delivery numbers each Q, and if you sum them up - inventory is about 100.000.

Then I read this:

cnbc.com/2023/10/12/tes… @Tesla 2/x

It in, whisteblowers claims to be able to prove to SEC, that @Tesla has upgraded "scrap" parts to "work in progess". This means that instead of depreciating the cost of something fully, it is simply inventory.

And inventory has grown $6Bn over 12 months (Q2'22 -> Q2'23).
Feb 14, 2020 20 tweets 5 min read
🤣🤣🤣🤣🤣

Actual @tesla used car advert in Norway.

It’s hilarious, translation below.

#servicehell

$TSLAQ

finn.no/car/used/ad.ht… 1/ Wish/Hope to sell my Dec-‘17 Tesla Model X. Car has driven apx. 34.500 Kms of which 4.500 Kms are back and forth to Tesla Service Center.

Car has every imagineable equipment available in 2017. Only driven by original owner and Tesla service staff.

Car is now slightly more..