Recent content by tmp131

when do everyone think TSLA will have a net income of $5 billion/quarter? and how many vehicles they would have to sell per quarter to achieve this?

Why is autopilot below par? It autosteer and keeps car in center of the lane pretty well. I know there are some phantom braking; but overall, it is fairly decent.

For all the debate whether waymo or tesla is better; I am not sure who will win. I know for sure Waymo has some level 4 geofence in Chandler, AZ: not perfect but they offer rides to public WITHOUT anyone in the driver seat. Is it financially profitable for Waymo?? probably not (because they...

People will buy it because they just can. Most people won't pay an extra $55K for 1 second faster 0-60; but some will. I think Tesla could charge an extra $75K and people will still buy it.

Correction: Model Y AWD (non performance)0-60 time is 4.8 sec .

worth it? it depends: 1) like quick acceleration: 0-60 in 4.1 seconds? 2) like autopilot (minus some phantom braking)? 3) like the supercharger network? 4) like the center infotainment? 5) like the long range? 6) similar alternative will be ID4 AWD: it is $12K cheaper (in the USA) : less...

I noticed in UK the EV6 Long range is about the same price as Model 3 SR plus.

I think in a moment like that: it would be difficult to think about climbing into the trunk to get out. Unless you do a drill on it or play it in your head multiple times, it might be difficult to even think about it during time of distress. A better option would be having something like a...

I don't think Tesla should worry much, especially in the USA. What other are lacking is the reliable supercharger network. Other automakers do make some compelling vehicles. But without reliable charging network, it makes those vehicles less competitive.

I think those that shop for value for ID4 will probably won't get the "statement" package. ID4 AWD including tax and all incentives in B.C. ($50K), Ontario ($54K), and Quebec ($47K) vs. Model Y ($80K). Model Y is certainly better in many respects: better charging network, tech ie. autopilot...

1) Troy: 165.1K 2) Fact set: 162K (from Troy's twitter above via Barron's) 3) "Analyst Consensus": 173.8K Tesla is about to reveal how many cars it sold in the first quarter of 2021 — here's what to expect 4) Others: Tesla is approaching Q1 2021's end: Here’s what TSLA bulls and bears are...

this is RBC estimate: 170K; so not wall street consensus. I think wall street consensus is going to be around that. Troy's is at 172K as of 3-16-2021. https://m.marketscreener.com/quote/stock/TESLA-INC-6344549/news/Tesla-nbsp-Should-Deliver-170-000-Automobiles-in-Q1-RBC-Capital-Says-32796386/

But it states that the model Y was done at 75 degrees? so weather was fairly good. I think 220 miles at 75 mph isn’t terrible.

You make a good point about the EV-CPO and lack of demand. I think Tesla made some financial calculations that they would be more profitable by lowering the price of LR AWD by $1K to sell more of them then to sell more of the SR RWD.

I would think Model Y ride quality would be better than the Prius Prime.