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A wild guess, the Shanghai factory shutdown in late Dec was decided after Q3 earning call, So Zach's "50% production growth" comment assumed full production out of Shanghai. Otherwise, it is hard to reconcile 35K fewer cars in mere 2 months
Given that other Chinese EV makers showed moderate to strong m/m growth in Dec delivery and Tesla SH chose to reduce production in Dec despite offering incentives, what do you guys feel CN margin looks like? Did Tesla decide against to more incentives at the cost of CN margin?
Countless founders/CEOs reduce their positions w/o causing excessive volatility, Gates, Bezos, Zuck, etc. It is not like Elon can't predict he needs some cushion months ahead of time. Yet, he did this 4 times over a year.
S/X has 10% subject to lease accounting on higher P/D numbers, compared with 12% last Q and high
teens before. This got to help with margins, right? 3/Y lease accounting rate is also at all time low
My EDD moved multiple times, 08/23-09/28. 08/28-09/18, 09/01-09/20. 2 weeks ago, it was Dec/22-Apr/23, then 10/15-11/24. Just as I am about to go into hibernation, I got VIN this monring and delivery window in next week. It feels like real this time.
we have both tesla cars and solar+battery. Last night, we lost power during sleep. Since the car was being charged, it drained powerwall down to <20% from full in about 4 hours. Is there any way to prevent charging EVs from battery?
same here in Bellevue WA, EDD was 08/28 - 09/18, then 09/01 - 09/20. I was really hoping to see VIN today, but instead EDD is now at Dec - Apr. Hopefully this is just a place holder.