Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Recent content by ZachShahan

  1. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Thanks. Chanan does an amazing job. So much prep. Stemmed from frustration with ir.tesla.com, but then kept getting improved and improved. He just published a new, edited version to fix things that happen in real-time transcription, etc.
  2. ZachShahan

    Prospective new Model 3 owner is looking for adivce on the owning experience in the Tampa area.

    not sure there's much of use for you here, but here are some "review articles" from our ownership of a SR+ in Sarasota area without home charging: Tesla Model 3 Standard Range Plus Long-Term Review Archives | CleanTechnica have driven up to Tampa a few times, including yesterday. driving...
  3. ZachShahan

    Model 3 No Entertainment for Passenger

    Is an odd issue in the Model 3. Wasn't a problem in Model S/X. Occasionally works to just tap the screen, but I'm not sure why. However, Camp Mode now solves the problem. Just have to turn that on.
  4. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Don't know about Model 3 production in GF3, but it seems logical to work in there if the challenge is simply the production line, not the car design. Based on that quote, I assume you are right and GF3 Model 3 will use the new wiring system.
  5. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Thanks. When/where is that August 31 guidance from? I'm personally bullish on Model Y production/deliveries, but would still be cautious about expectations until Elon says more. "Limited production" could start in Q1 and the vehicles delivered at some point in Q2. Tesla is not going to deliver...
  6. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes, that was confirmed. The new wiring will not be in the Model 3. Good point. That somehow didn't cross my mind.
  7. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    We don't have precise details on who the vehicles will be for or how many — "limited production" is the key phrase, which could mean different things. Frankly, we haven't even heard if early Model Ys will be for Tesla/SpaceX employees like with Model 3 (unless I missed something). Will Tesla...
  8. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yeah, we'll see. I like that idea. OTOH, not sure how much "limited production" is and how long it takes to get through that to real production. Model 3 limited production was quite limited, but I think we all expect more from Model Y.
  9. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Addendum to our article: I think it's important to remember this is about production. Production ≠ deliveries. Just to try to make sure speculation and expectations don't get out of hand, we will publish another piece to make this point more strongly. Q1 start of limited production and Q3 start...
  10. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Nope Assume it all depends on how that goes, and given Tesla's experience with "production hell," no one is getting ahead of the ball there. Just my assumption.
  11. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Our primary source has a superb track record. Have published some previous info from them and held back on bunch of other info, but it's all proven to be solid. That said, a Q1 2019 target from Oct 2018 is just that — I'll also wait until it arrives before counting Ychickens. Edit: That said...
  12. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I condone that. But not the quotation marks. :D
  13. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla's dead in Q4. Plus, sales = bad because it means those people already got their cars and no one else is going to buy them once everyone who wanted one bought one or something like that.
  14. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Only 93-94K — why so pessimistic? :D