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A used Model 3 would get you all that plus 200+ mile range around $15m right now.

why can't Tesla create a vehicle with a steering wheel and pedals? why take the all in bet on the software, regulatory approvals and consumer acceptance when a basic hedge would be to make the same vehicle with the controls? Plus we are supposed to wait until August to find out if the...

Clearly way too competent at engaging with investors. That’s not the Tesla way.

6. Neither of the two vehicles priced under $50,000 fits their needs 7. No home charger & range on 3 or Y isn't sufficient for their weekly total commute (e.g., need 3 supercharger visits of 20min or more) 8. Don't want to support Elon based on his words and actions 9. Belief that EVs are...

https://economics.td.com/us-vehicle-sales U.S. vehicle sales cooled modestly in March U.S. vehicle sales fell 1.3% month-on-month (m/m) to 15.5 million (annualized) units in March – coming in below consensus expectations for an increase to 15.9 million units. Unadjusted sales volumes were 1.44...

The hand was in play when (if) he made an announcement to a large group of employees. After that, it was just a matter of time.

Lots of explanations. Take a look at AAPL - $73B Cash on hand with $108B in debt including $5B in new bonds sold last May. Same for META and others. Typically done to take advantage of tax write off in the case of having foreign subsidiaries generating excess cash.

Is quarterly data available? Looking at 2H 2023 - Q1 2024 (when available) unit volume on a quarterly basis vs. Toyota would be helpful to understand if there is a Tesla specific decline or not.

I think this is a very important point. If this was a clear one time impact of something - supply chain disruption for example -the Tesla team would be on calls with the stock analysts to discuss this which should bring down estimates but with a caveat. Instead we have big misses (which also...

Tesla has two mass market models, the 3 and the Y. One is already the #1 volume car in the world and the other is top 5/10 in most markets. As you point out there are probably some demand levers to pull with these models, but I don't see how any of them are significant enough to power 50%...

also after having paid for and using whatever version they had for the last five years I will say that a few days of use I think 12.3 is very very advanced. For the last year I really only used FSD on the highway, and it was great. I've been using 12.3 for more point to point and it is a big...

Been thinking about near term demand generators prior to Model2 release. Model 3 performance and Model Y light refresh are the two that come to mind. But I also think that a 375mile Model Y would be very interesting. We have seen less than 10% increase in the Model Y Long Range (from 291...

Concerning

what we need is for the grown ups at Tesla to be in charge of the Model 2 design. Another weird mobile like the X or the CT would be a disaster. If the CT was targeted at F-150 buyers, like the 3 & Y were targeted at traditional sedan and CUV buyers, it would have been the next significant leg...

Late 2018 dual motor LR with about 85k miles. Besides tires I have had to replace one cracked windshield, one 12V battery, two right rear taillights and one right side repeater. Haven't bothered to measure battery degradation. Something is creaking in the steering in the morning, but I...