Recent content by WMTribe90

This matches my current thinking precisely with one exception. I think we will see Optimi(?) on the Tesla factory floor this year doing some basic repetitive tasks. If Tesla can get my MY to drive point to point without disengagement on half of my drives, I see no reason the same AI couldn’t...

I think Teslas driving on FSD should have magnetic stickers like those you see for student drivers, something like “Be Patient, AI Driver.”

Clearly. Me knowing or not knowing isn’t the point really. I maintain it’s odd for Tesla not to adjust inventory vehicle pricing by the same amount. It’s not like the inventory vehicles are old or used. It just rolled off the line without a buyer. Either demand warrants a price increase for all...

Okay, I get that distinction, though I don’t recall Tesla making that distinction when the announcement was posted to the website. Maybe they did. Regardless, seems odd to me why prices on inventory vehicles wouldn’t go up by $1,000 as well from March 31 to April 1. To not increase prices on...

Picked up new MYLR on March 20 from the Loveland CO location. Price was $46,540. We bought partly on assumption that we were getting a local low for pricing and Tesla would be increasing prices by $1,000 on April 1. Looked at prices today out of curiosity, and our exact configuration at the...

Picking up our first Tesla vehicle today, a LR Model Y. Bought first shares in 2013 and have been accumulating and holding since. I was never a car guy, still not really, so it’s taking this long for me to buy the product because it’s not in my DNA to spend up on a vehicle. FWIW and to keep...

Well said, and at any given moment gas prices, interest rates, commodity prices, competitor pricing and government regulation/subsidy alter the underlying economics of the demand equation. Predicting the number of deliveries is comparatively easy compared to trying to ascribe causality to the...

Thank you!

Getting ready to place an order on a LR Model Y. Wife and I had MAGI exceeding limit of $300k last year, which included proceeds of sale from an investment property. For 2024, will be come in right around the income limit. If we take a POS credit off the purchase price I understand we will have...

I had the same thought and you’re probably right, but are we really saying used car dealers are more trustworthy? Anyway, there seems to be a reasonable work around available to enable private sales. Hopefully the IRS doesn’t take issue.

Good to know, thanks!

I always found this to be a major flaw to the used EV sale credit. I’ve always sold my used cars privately. For potential buyers of my used car to be unable to claim the $4,000 credit essentially devalues my car by $4,000 or at least the difference between what I could get selling myself vs a...

I know I’ve heard reporting on BYDs low margins on their pure EV sales, but I can’t find a source when I searched it up. Could someone point me to a source for that claim? TIA!

Nope, strictly buy, accumulate and hold since 2013. You can be both truthful and positive in the delivery of information. Elon is mission critical, but he should not be on these calls. His choice of course, but the best interest of shareholders would dictate he focuses on the mission and the...

Good news on Tesla energy ramp and margins. Good news on 4680 ramp. Beyond that its been pretty rough. I’m still trying to separate out the tone of the call from the actual news. I think the tone of the call is far worse than the actual news. The news is not great, but nothing that is too...