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  1. geometro

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

    They did (IIRC), but also are data-dependent and committed to getting inflation under control. Last week's CPI changed things for them.
  2. geometro

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

    But this seems silly... The National Highway Traffic Safety Administration said the first-of-its-kind data doesn’t yet have proper context and is only meant to be a guide to quickly identify potential defect trends and help determine whether the systems are improving the safety of vehicles. “I...
  3. geometro

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

    Sorry, my apologies… now fully onboard the “market-tanking” program. 😜
  4. geometro

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

    “Anything less will tank the market”…? Umm, what?!?
  5. geometro

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

    “Record production day” for Fremont is different than what was mentioned earlier of “record quarter”… thanks for clarifying. I don’t mind the short term noise— still lots of demand regardless of Q2 P&D (though I still want it to beat). My bigger concern is the macro environment and Fed...
  6. geometro

    Keep BMW X7 or take delivery of 2022 X?

    This is tough, but I hate going to gas stations so would lean towards the X. Critical factor is how much you can sell the BMW for…. It may do better than you think, which would make switching easier. On a side note— how did you decide on 6 vs 7 seater for the X?
  7. geometro

    Refreshed 2021+ Model X and Model X Plaid waiting room

    I switched from 7 seater to 6 seater with hopes of getting it sooner… go figure. Still not sure which is “better” given the trade-offs. Ideally a 7 seater with 40/20/40 split but that doesn’t exist.
  8. geometro

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

    So, in some bizarro world, it’s 2025 and I get in my new car (not a Tesla) and it looks like crap… then I realize that I have to plug in my phone for the “magic” to happen with the slick displays and interface. I get to where I’m going and unplug my phone to see the disaster of the OEM dash and...
  9. geometro

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

    Kia EV6 plus ChargePoint and some random Kia dealership in Mississippi that had a weak charger. Dumb article… they should have contrasted with Tesla experience but that would have highlighted how good Tesla is!
  10. geometro

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

    Door handles, spoiler and wheels seem to indicate prior generation Model X.
  11. geometro

    Refreshed 2021+ Model X and Model X Plaid waiting room

    Those are days (didn’t remember the specifics when I posted)
  12. geometro

    Refreshed 2021+ Model X and Model X Plaid waiting room

    Last night I moved to Dec 22 - April 23; this morning I’m August xx - October xx. Lesson: don’t check the EDD, just wait for the text with vin assignment.
  13. geometro

    Refreshed 2021+ Model X and Model X Plaid waiting room

    I also went from July 2022 -> Dec 22-April 23 -> Aug xx, 22 - Sep xx, 22 -> Dec 22-April 23.
  14. geometro

    Refreshed 2021+ Model X and Model X Plaid waiting room

    Great point. It just reminds me of my optimism 😳
  15. geometro

    Refreshed 2021+ Model X and Model X Plaid waiting room

    Ordered 6/21, was July 22 for the longest time… today it’s Dec 22 - April 23. Might cancel and switch to the Y. Pretty disappointed as I want the X, and don’t think this latest estimate is accurate (just my suspicion).
  16. geometro

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

    seems very qualitative... and silly.
  17. geometro

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

    For me, it’s a helpful reminder that when they (the media) can’t find anything wrong with fundamentals of the business, they publish garbage…. This strengthens my diamond hands.
  18. geometro

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

    All speculation but a good article: https://apple.news/Aodi3DycETFK-KFht2zsCZA
  19. geometro

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

    Full scale? What happened to massive scale? 😄
  20. geometro

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

    One of the under-appreciated aspects of Tesla continues to be their ability to attract talent... this is a moat that legacy auto will have trouble crossing.
  21. geometro

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

    There was an article that said he’s only running so he can get air time to run these ads at a reduced rate. He has no political aspiration… so this is very scummy.
  22. geometro

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

    It feels like this quarter, more than last, is going to be driven by forward guidance than reported earnings. Market feels a bit testy as you mention.
  23. geometro

    Refreshed 2021+ Model X and Model X Plaid waiting room

    Years ago, Tesla had a 7 day, no questions asked return policy.... I don't recall how long that lasted for, but it was really trying to remove any concerns potential customers had about owning an electric car.
  24. geometro

    Performance of Refreshed MSLR vs. others

    I thought storage was similar— but differently sized with the Y having more height and the S having more width.
  25. geometro

    Performance of Refreshed MSLR vs. others

    Much appreciated for the detailed write up! Will likely DM you later with additional questions.
  26. geometro

    Performance of Refreshed MSLR vs. others

    Can you elaborate on the Y vs S a bit more? I can imagine the S feels a lot more planted, but have not been able to test drive one… and I’m actually cross-shopping these two!
  27. geometro

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

    No info on the specs for the Texas made MY, or did I miss it…?
  28. geometro

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

    "have everything we need" implies to me that they are ready to go... but just a big inference on my part.
  29. geometro

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

    Local folks have reported that they are checking QR codes, so it's probably okay for the +1 but not for those without an actual invite. Really wish I had the QR code + babysitter!
  30. geometro

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

    Size of giga-texas makes me think this new offering has to be a high volume model Y, so I'm leaning towards option 2 (though I want option 3!).
  31. geometro

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

    Will tomorrow’s rodeo be live-streamed (at least for the comments at dusk)?
  32. geometro

    Model Y 2021 Purchase

    Perhaps the most important feature is navigation, which is automatically included. The other streaming features can be added via cell phone hot spot, or for $10/month or $99/year. https://www.tesla.com/support/connectivity
  33. geometro

    End of warranty checks

    Not sure if this is similar, but about a week ago when I got in the car there was little to no air flowing (and it was a hot day). Climate was set to "Auto" but the fan never changed speeds (stayed at "3"... I manually changed it). This lasted about two days, it seems to be fine now... but the...
  34. geometro

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

    Eh, well, why not just fill out the right form... or no form at all, then? I don't care for unforced errors as it's distraction from a tremendous company that's executing brilliantly. I get that he doesn't like them, but I would view this as unnecessary distraction if he just goes looking for...
  35. geometro

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

    WSJ also citing a “miss” but didn’t say what it was…? Nonsense. https://www.wsj.com/articles/tesla-deliveries-rose-in-quarter-elon-musk-calls-exceptionally-difficult-11648917258
  36. geometro

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

    WS analysts were ~ 309k… pretty close this time. I think it’s a good print given the environment.
  37. geometro

    Upgrading from Model3…

    Thanks… I agree it will be easier ingress/egress but I am curious about handling… it doesn’t have to be model 3 level but hopefully not too far off and the suspension is tuned well (no offense to anyone but I was disappointed in the model y suspension/ handling).
  38. geometro

    Upgrading from Model3…

    Thanks— I did look on Turo but nothing in my surrounding area (only model y’s are listed currently). Will keep searching… and will change my sig!
  39. geometro

    Upgrading from Model3…

    Given that there aren’t any test drives available, was hoping others could chime in…. Currently driving a 2018 M3 LR RWD. it’s a great car, but just have the itch to upgrade. I have a reservation for a Model X LR, and am wondering if its the right upgrade…? I test drove a MYP last week and it...
  40. geometro

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

    Good timing for them to open additional factories!
  41. geometro

    Refreshed 2021+ Model X and Model X Plaid waiting room

    100% on this. I had a 7 seater reserved with the hope that at least the middle row would have a fold down arm-rest / pass through capability similar to model Y. Since it doesn’t, I watched some videos of the the 7 seater and, for me, it seems like that third row is not for adults. The 6...
  42. geometro

    Rejected Delivery

    Unfortunately, this seems like an EOQ push. I wouldn’t have taken it either for the reasons you cite.
  43. geometro

    Refreshed 2021+ Model X and Model X Plaid waiting room

    The first and last photos here don’t look good.
  44. geometro

    Refreshed 2021+ Model X and Model X Plaid waiting room

    This is a cool color combo… any chance you can post a few more of the front seats and exterior?
  45. geometro

    Refreshed 2021+ Model X and Model X Plaid waiting room

    For those that have a M3 and now X, how do they compare? I test drove a Y yesterday and it really felt like I was sitting “on” the car and not “in” the car. Lot of good things, but this gave me some pause.
  46. geometro

    Refreshed 2021+ Model X and Model X Plaid waiting room

    I emailed ordersupport yesterday morning to inquire about potentially switching my LR from 7 to 6 seat (with no pricing change) and have not heard back.
  47. geometro

    Refreshed 2021+ Model X and Model X Plaid waiting room

    No delivery info in this post, but how did y’all determine which seating config to get? I currently have a 7 seater on order but after seeing the pics of the 5 seater with no center armrest and no 40/20/40 fold down seats, I’m contemplating switching to a 6 seater. Family of 4, but have a...

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