Recent content by skybluecgreen

He is an expert at patting himself on the back however.

Sawyer Merritt thinks the new vehicle slated for end of year/early 2025 will be the refreshed Model Y with other new models to follow later. That would be disappointing:

Sorry about the 25k car not coming soon but trying not to get too hung up on it. I think the new 'variants' are a net positive. They will revive growth and also, exciting to me, is they should include improved FSD hardware which will enable improvements in autonomy- maybe level 3.

On the last call Elon said the next gen car will begin production mid- 2025 with volume production 2026.

I think what is said about the next gen vehicle will be key. If they reiterate it is on track for 2nd half of 2025 I think we rally from here. If they are postponing it or are ambiguous about it, we resume the slide.

Upon further reflection I think it can't help but pass. If it didn't, Elon may step aside and no matter what you think of him, the stock will tank. If you are a large shareholder you are commiting suicide of your TSLA position with a 'no' vote.

I see the vote on the compensation package reinstatement as another risk factor. What will Elon do if he loses the vote?

Exact same here.

Thanks for the info. I hope they can find enough batteries for the 'model 2' from somewhere to keep the timeline intact for volume production in 2026 (or 2027.) I feel that Tesla will profit from the 25k car sooner than from robotaxis. I hope the plan is to make both simultaneously.

Does anyone know what the situation is with the Tesla and CATL partnership to make batteries in the US? This tweet by Troy is concerning. I know he gets a lot of criticism but he has been the best on the P&D #s and is generally credible I think:

You cut off the bottom of Sawyer's tweet that Elon reacted to:

I find this very hard to believe but the stock is reacting to it:

I don't see why many would buy the Model 3 even with the refresh in the US when it costs more than the Y after the tax rebate. Am I missing something? We have been lambasting Tesla for the super slow ramp of the refreshed 3 but are a significant number of people going to buy it anyway? I see...

Maybe car cameras should have something like our eyelids that can open and close to clean, de-ice and shade when needed.