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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...
I would think Model Y ride quality would be better than the Prius Prime.
You have a good point...15 real world miles in the overall scheme of things isn't much. The Model Y SR RWD is a great value after the price drop....
I don't know what the take rate for FSD in Europe is; but from what I read: in China it was around 1 to 2% in Q4. So $5K may entice more; I don't...
I should've clarified: the deal struck with Honda: I meant the only deal I knew as far as the pools are concern. The Chinese NEV credits: I don't...
Dan Levy from Credit Suisse ask about regulatory credits: he thinks it is $2 billion in 2020? I can't find that from the transcript below. I am...
Oh geez. I hope they fix your friend's car soon.
Why your co-worker have to self-pay the rental? Doesn't Tesla give uber credits or rental if something is fixed under warranty? (unless it wasn't??)
When you say the BMW "makes automatic lane changes", all you have to do is signal and it does it (ie. you don't need to look in mirror/blindspot...
I agree with this. If folks can make $400/day then we all will quit our jobs and just buy Tesla robotaxi; there will be so many robotaxi on the...
Thanks for the clarification. I suppose we will see what will be said in the earnings call next week.
how much do you think Tesla can get in 2021 as far as regulatory credits goes? $0.3 billion, $0.5 billion, $1 billion???
Thank you for the info.
I didn't realize that Tesla can't just sell regulatory credits to whomever. When I look at the pools as far as EU is concern: the "Pools" look...
Besides that Honda deal, I just haven't seen any other deal. I suppose it is not public yet??? When you say "Gets stronger & stronger. 2020 will...
Yes, I am aware that the 500K capacity was by the end of 2020. Sorry, maybe I wasn't clear: what I meant was if they did have 400K capacity and...
I just hope it is not b/c the demand for model Y LR AWD for North American market is not as brisk as Tesla hoped for. I mean over the summer Elon...
I know that TSLA had the regulatory credits deal with FCA (between $1.4 to $1.8 billion) and recently Honda (~$100 million). In 2020, through Q3...
I didn't realize there was a battery shortage. Didn't think it was an issue in 2021.
I think the reason to NOT have the LR RWD right now is that tesla wants folks who want more range to still buy the AWD: higher profit margins....
Thanks for all you do. Wall Street has the same numbers that you do, especially now that the total number of deliveries are out. I just don't...
Do you think once Giga Berlin Model Y ramps up and fully released, it won't sell as well in Norway vs. let's say the VAG trio (Enyaq, ID4,and Q4...
In Norway: is it a possibility that the there is not enough model 3 this past quarter? ie. Demand exceeds supply?
Correction: I previously stated Rob's GAAP net income was: $358 million. I looked again, and it's only $274 million: so not as close as I first...
I think Troy's total revenue numbers are too high. Rob's total revenue numbers are doable. Caveat: Rob's: GAAP net income is: $358 million and...
I think non-gaap EPS will be closer to the accountant’s ($0.78/share) and rob mauer’s ($0.76/share).
very impressive. the first ride was $12.41. I put in the same addresses on uber x it is $15.71. 2nd ride was $10.24 with Waymo and Uber x is...
I am unsure of Waymo's business model and how much money they can make from this if at all (ie. can this be cheaper/better experience than...
Thanks for all the analysis. Maybe too good to be true: this article below the CRFA analyst states the regulatory credit estimate will be $560...
he did write: "(no cred)" next to the rev/car so it was automotive revenue without regulatory credit so I assumed it is ASP. I didn't think of...
Galileo Russell is estimating > $0.5 billion earnings for Q3. At 3:12 mark spreadsheet, he did estimate the ASP per vehicle to be $52.2K/vehicle....
I think when Tesla starts to sell the Model Y RWD the demand will increase a lot more and those factories will be pretty busy. Also Giga Berlin...
Probably won't sell well: 1) already mentioned: 2 doors CUV?? 2) design: looks like drag coefficient will be higher than Model Y (but I don't...
From what I read so far, it seems like Mobileye is ahead of Tesla. After all it was Mobileye that initially supplied Tesla with the camera and...
Like many have said: I don’t think Tesla can increase price with the ID.4 (and it’s low price) coming over.
I think I have to agree with this...
Thanks for the link. FactSet analysts expects 144K delivery which is consistent with the expected EPS for Q3. The email is vague, but yeah I...
Thanks. That makes more sense.
Does this article make sense to anyone? Tesla (TSLA): Elon Musk says 'record deliveries possible' in leaked employee email - Electrek I don't...
$180/month : that’s pretty cheap!!!
I know this is not BMW i3 thread, but I really don't understand why BMW i3 is selling as well as they are. I had thought it would just die out....
Paying up front has “opportunity cost” bc that upfront money could be used to invest in something like TSLA or the market index. So if cruise is...
€10,000 cheaper? Unsure how VW do it, but that's a big difference. It's almost a "too good to be true" scenario. I know you sacrifice a lot of...
Thanks for sharing. I have never heard of this WeRide company until today.
The technology coming out of China has come a long way. This is pretty impressive; however, I don't know they will achieve level 5 any sooner...
Shanghai has 200,000 annual production capacity so about 16.7K/month. so: 22K+16K + inventory leftover can catapult deliveries to greater than...
Thanks! makes sense.
Thanks!
Sorry, I meant to say: I agree with this.