Recent content by mmd

Demand for Model y is probably a bigger factor than battery supply that will keep its ramp low. If Tesla expected huge Model Y volumes, would it have just repurposed a tent/line in the Fremont factory to produce it? There is a reason Panasonic refused to invest more in the Nevada GF. Then how...

Have we reached the 'new paradigm' phase?

The previous 4 months? July to Nov is 2700 monthly average. ASP was only 3% higher if I remember.

Four days ago. Right after the price cut: Whatever it is, it is always good news. A 9% price cut to move 1000 cars a week. How many more cuts to move 3000 per week?

Hmm, ok! I see that 18 people already found your post informative.But when I click the link for Tesla, almost all the important numbers are negative. So I am not sure how you came to these rosy numbers here. If mods were to apply remotely consistent standards for all posts here, I think your...

Exactly! The logic in some arguments here are mind boggling. I wonder if people really think like that, or just pretend to be thinking like that on this forum. So, Tesla is supply constrained for MS+MX, yet offers 1% interest loans in Norway while borrowing at ~5% with its junk bonds? Total loss...

You make some fine pts. Take a look at the TSLA short interest. You got only the 10+ million covered short shares to thank for your bliss. Don't take it for granted though. With more customers, even small mistakes can be costly. Next quarter can be nasty, with fewer shorts acting as buffer when...

Disagree with the emboldened part. Elon deleted all his titles, announcing it on Tesla's official twitter channel. Now he is just a Nigerian prince asking people to send in deposits and order a Model 3.:);) Unless.. you want to say that Elon spoke an "untruth" about that. :) Here are also the...

Thanks for being honest. Most TMCers have too many TSLA eggs to protect, so they are naturally inclined to dismiss anything remotely negative about Tesla or EVs. I'm surprised that long term followers of EVs are caught off guard. There is a good reason Tesla went with 300+ mile EPA range claim...

You are probably right. I think I read that somewhere about 40 mins limit, but I cannot find any ref now. I am editing that out if I can. Edit: OK. here is what I remembered. Seems it is a California thing. And on charging to 100% - it just takes much longer to fill up the last 20%. For local...

One factor is that to prolong battery life, EVs are recommended to be charged to 90%, but gas tanks you fill up 100% every time. It doesn't damage the gas tank. To make matters worse, Tesla superchargers have a 40 min limit. :( You can't really go too far with that. Probably can't even make to...

It's really funny. Only Tesla can do such things. List the lower model for same price as the +$5k model, knowing full well that no one will buy it, just so they can say it didn't decrease in price. (OK, may be Elon can pay Kimbal $100k to buy one to prove to others the sale price.) May be Tesla...

it seems a lot of people are forgetting one additional vital point. The "no one" of the company, who somehow calls all the shots and owns > 20%, promised a refund of $5000 via the company's official channel followed by 23M people/bots. So, in that case, the customers are right to feel entitled...

Great start. Way better than sucking it up and just whining here on a fan site. It is tough for the small guys without 23M followers to get attention. :( nextdoor.com is another place to spread the word on how Tesla dupes its customers. I have seen Tesla owners peddling their referral credits...

Summary: 1. 5k a week Model 3 is the new 10k a week. Kiss that 10k/week good bye. 5k/week enough to support Europe, China and US demand in Q1. Gotcha! 2. All talks about 10k a week vanished. 3. Was the $35k Model 3 contingent upon 10k a week Model 3 on a sustained basis? I think it was. So bye...