Tim Arrowsmith

Interesting counterposition: Rebecca Burke, British woman detained for 10 days in the US was refused entry from US-Canada because she was intending to work, and didn't have a work visa to enter Canada. She was detained on return to the US because she didn't have a work visa to enter the US either

meaning the dealership income for EV brands will plummet. Ford (or indeed any other brand) can replace that lost revenue with charging. Existing dealerships could easily add charging stations across the country, using real estate Tesla never had, and take a % off the fee charged to users. END

As Ford moves to a more dense EV offering across its range, it could acquire its own charging network at a bargain price, having also recently done the deal to open up Tesla chargers to Mustangs and Lightnings. Why does that make sense? Because EVs require little to no ingoing maintenance 8/?

... and acquire - and rebrand - the Supercharger network (which is itself in poor shape and in dire need of investment). As for the cars, the CyberTruck excluded, they're dated designs with interiors that disintegrate after hard use. Ford could wipe out the cars and retain the 60,000 chargers. 7/?

...it was at its lowest share price last year, so it's not unreasonable to expect the price to drop < $100. It's hard to see how they survive beyond the end of the year, and if they do it'll be brutal for them. I've long expected Ford to reverse into Tesla in a value collapse... 6/?

So where does that leave Tesla? It's hard to see rural Republican voters overcome their antipathy for EVs to sufficiently support the brand so it makes a comeback. There'll be a symbolic bounce in sales & the share price but there'll be a downward trend. The brand is in worse shape than.. 5/?

$138.80 was Tesla's lowest 52w share price, $488.54 the highest. That's wild fluctuation, way beyond anything seen by any other car manufacturer. The market gets more competitive by the day, and there's no sign of any imminent changes in interest rates. Recalls on the cars are plentiful. 4/?

Throw a 7 to 8% interest rate into the mix and you have a very potent mix of barriers to purchase. Toxic branding, expensive lease costs, low residual values whether you buy or lease.... Tesla needs even deeper pockets than it had in 2024 to subsidize leasing / purch finance, and boost sales 3/?

Lease deals are based on the value of the car at the end of the lease period and the mileage limitations. Right now Tesla projected values in 3 yrs are anyone's guess, so the market will price in a very low RV. Monthly lease costs will rise exponentially, making the cars wildly uncompetitive. 2/?

Tesla boycotts / demonstrations at dealers are a sign that residual values are about to tank. The impact on RVs will be felt on leasing, which is all that was propping up Tesla's sales in Q3/Q4 last year. Model 3 cars were available for $199/mth, which boosted sales. That will evaporate in 2025 1/?

This is how the Press and the Public at town halls need to phrase it when talking to GOP in Congress.

"Do you support the US Government standing with North Korea in attacking and killing Europeans?"

Drop it into Google docs, then just scroll through checking each for words underlined. You would spot any typos in no time at all.

Might be best if you didn't fly for a while....

Which is why you don't need tech bros, you need expensive forensic accountants.

This feels accurate

It's 626 days until the mid terms.

Brianna Keilar: Do you think that calling Elon Musk a dick is effective messaging?

Congressman Robert Garcia: Well, he is a dick.

Next time you're in Costco, take a look at the name badges of the staff. Each one has the year the employee started working there. At our two local stores many of the staff have been there over thirty years. That tells you everything you need to know about how they treat their staff.

Fun fact: Mike Hailwood's Honda RC181 from this race is in the Solvang Motorcycle Museum three miles from my home.

That's great photo, and I really want to see someone reprinting those Castrol T-shirts.

It's a great video, and it's totally right that it was pitched at a different demographic than the usual stuff. This is exactly how we attract more people into motorcycling, and by building that bridge between ebikes /Surrons and the more conventional stuff. Great work.

You've got just a couple of days to binge the first season of SAS: Rogue Heroes on Amazon Prime before it gets dropped. It's a fascinating story - mostly true - in which Nazis and fascists get stabbed, shot and blown up in comically large numbers.

It's certainly a short sighted approach, even if it was done in a cheery way.

Don't give your customers an excuse to take their business elsewhere by polarizing your prospects. Last thing I want to do now is any training or travel with this company if I think I'll have to tolerate the owner forcing his views on me while *I pay for his time*.

An owner telegraphing his support for Trump in the first email marketing communications for 2025 is a brave move, especially here in California. It's a motorcycle business that's clearly been struggling for the last year or so, and may not be off to the best start. They just lost my business.

I wish more people understood this.

Just got a notification that Ducati's latest Panigale V4 has been recalled for a problem causing rear brake failure. Slightly worrying that a big manufacturer can have such a serious issue that makes it through quality control.

Meanwhile, in California, we're dumping excess renewable energy to neighboring states because solar and wind generation far exceeds demand. What a clown.

No doubt driven by a desire to free EU economies from reliance on Russian gas. De facto sanctions; just as effective, despite taking longer.