Recent content by Esme Es Mejor

Back in September, when I posted this, they could have paid cash. That would have been an additional $3 billion cash on Tesla’s balance sheet and $3 billion less cash on legacy automakers’ balance sheets. At any rate, the legacy automakers will not adapt, and they will die.

You’re responding to an 8-month-old post that @Artful Dodger dug up for reasons unknown. The suggestion was to do a capital raise & get the marketing benefit of support from companies like Google, Apple, and Amazon. This was presented as an alternative to spending money on advertising, which...

Yeah, I’m not sure either, but it’s worth looking into whether you can avoid the entire trip to the service center. If mobile can’t help you, they’ll route it to a service center.

They can replace a charge port with mobile service. Should be no need to bring it in.

I have enough shares to retire if the SP gets to $7k one day, but I wouldn’t mind having more shares, so I sell puts. Worst case scenario: you don’t get the shares, but you pocket a nice premium. Best case scenario: you get shares at a discount from today’s price, and you also get to pocket a...

NL+NO+SP deliveries are now over 10k in Q3. 2500+ just in the last 4 days.

Deliveries of Model 3 in NL+NO+SP have blown past the final numbers for Q2 and should pass Q1 in the next day or two. If you’re looking for bad news, S/X numbers look sure to come in behind Q2, though still ahead of Q1.

For that matter, I’d like to see Tesla sell small stakes (capped at 2-3%) to legacy automakers. Again, it would send a message to potential customers that the auto industry realizes that Tesla will be around for the long run. If there’s a visible path to 2 Terawatts of batteries, the cash could...

I’d like to see Tesla doing this. I think it’d be very beneficial to have Google, Apple, and Amazon buy small stakes (1-5%) in Tesla. I don’t think Tesla needs more money on the balance sheet, even in a recession, but it doesn’t hurt. And it sends an implicit to potential customers that Tesla...

I think the context makes it clear I wasn’t being uberbullish.

I could imagine deliveries increasing from 95k to 110k+, but I don’t think Tesla can sell much more than they produce, the way they did in Q2. Q2 production was just over 87k, so I have a hard to seeing that increase by more than 22k in one quarter. I’d be thrilled if it did (there was the leak...

I wasn’t disagreeing. Just looking at what happens if all the unknown numbers equal the numbers we know so far (109k), or if all the unknown numbers equal Q2 numbers (101k).

After the first 2 months of Q3, Europe deliveries are 2245 ahead of Q2 (+26%). US deliveries (per InsideEVs estimates) are 3400 ahead of Q2 (+12%). Keep in mind the US numbers are just estimates, so maybe we’re only 1k ahead or maybe we’re 6k ahead. Combine US & Europe numbers, and we’re 5645...

Is anyone able to expand the width on mobile phones? I see the link to expand width but, as far as I can tell, that only works on laptop. Thanks!

Sad that I missed out on the flash crash sale, too. Had my brokerage app up while doing some chores & saw 236. By the time I refreshed and was ready to place an order, it was already back to 241. Those chores cost me a quick $500.