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People were waiting for the Model X?
It was known:
1. Model 3 = BMW 3/Audi A4 etc. competitor so not exactly "masses" unless you look at TCO then you are in Accord/Camry territory...
It just means they can but they don't want to.
Is there a reason for the lower lease % compared to every quarter? Lease Rev/Purchase rev = 14% every quarter. But you assume 11.4% in Q4
When I saw the "do it" tweet, in my head I saw EM saying "Challenge Accepted" in NPH's voice from How I Met Your Mother.
I dont think that matters. The 2018 reservations are spoken for. If anything, Tesla might game the system delivering fewer than expected (maybe...
Roughly 0 Model 3s will go to the rest of the world in the first 120k. US will be 100% of Model 3 deliveries for some time.
That's only 170k cars. With 50k s/x, that's only 120k model 3. We are in a world of hurt for the stock if they can't deliver 120k model 3s in 2018
To add to this, Tesla may never need to move to a lower price bracket because the world might have moved to TAAS by then and price will be irrelevant.
1. Price bracket of the model 3 and higher in all segments (pickups, Vans, trucks if all sizes etc.)
Wait, they don't do it from the goodness of their hearts to prevent us from being defrauded by a conman? Color me skeptical.
Correction: somewhere in the range of 250k/yr to 750k/yr within the next *1 year*
Hmm that's about $2.5B off the top of my head
I think mid Q1 (right before earnings results)
The config opening to non-employees is likely from running out of employees that want a loaded Model 3. While the ramp seems to be progressing...
If you start looking at every outlet as basically writing for click generation, you'll realize that not everyone needs other ulterior motives....
I see the sls amg is no more.
2016 Mercedes-AMG GT vs Mercedes-Benz SLS AMG
I think the sls amg fits the bill from Mercedes
I'm thinking the 7c is probably at cost for the power and like gas stations, the money will come from the attached store, grid services etc.
Apple is a design company. They are losing a major opportunity in home appliances. Modern home appliances suck. Things get in the door glass in...
"The new eVito – range of around 150 km." Is this a sell as many as you can before Tesla can commercialize the service Model X they are building?
Nationwide average electricity price at industrial rates is 7.25c/kWh. A little solar + peak shaving will get it under 7. And charging trucks is...
I agree about the storing but waiting is going to be irrelevant with a self driving fleet that is driven by your calendar. Also having the ability...
I'd like to know what the stats on millenials and number of kids they have are. Plus TAAS with self driving would be totally different than...
This just means the ones going after status will get a self driving luxury CAAS from point A to point B instead of self driving regular CAAS. I...
Keeping up with the 6 theme:
"- Person meets with the team and works on implementing it."
- Team makes a prototype
- 6 weeks later Elon tweets a new revenue stream
GM sold off their European operations. They basically do not want to sell that car to anyone else.
All I'm saying is if the credit goes away the...
And on Jan 1 2018, the price will drop by ~7500.
They innovated in detecting when the cars are being emissions tested vs driven in real life. They built software to pollute more in reality. Audi...
The baker put cyanide in his chocolate cake. But his vanilla cakes are good?
Why do people still keep buying Audi's after diesel gate?
In general the ranks of analysts negative on Tesla are worse than those positive on Tesla.
No. You can summarize here. Life's too short to read crap. I only read crap from Montana skeptic because his style is entertaining but lately he's...
Wow clickbait - The title itself indicates garbage. Then followed by a ? which means the author isnt even sure himself. Do I want to waste time...
No numbers ending in 6. What is this rubbish?
both are so close
Maybe the solar/battery folks will do it for free as long as they are allowed to be the direct utility to the customer and get all the benefits a...
Do we know of any other than the hospital? That one is probably a ppa kind of arrangement.
I'm from India and even people driving compact economy cars (by US standards - Civic, Corolla etc.) sometimes have drivers.
Refreshed interior possibly, model 3's HVAC at least should come to those.
With the current state of the world, it is surprising to me that everyone is not an atheist.
Can we get an update on where we stand with the discounts in one of your BFPT tables, thanks!!
This is Tesla, they might take over manufacturing some themselves.
hmm pre-market order under 320 filled.
edit - I see it is derated by 0.7, so 317.
Five Cycle Range (mi) 334
Tesla Desired Range (mi) 310
What does that mean? That the EPA range is 334 but Tesla desires that it be 310?
About 1 - I dont think they reject baseless nonsense. They reject things that dont match a specific set of formulas. Or people like Anton Wahlman...
321 ends in 1. We only believe if it ends in 6. So 316 or your math must be wrong. 326 now... something is up.
Thats a good insider joke license plate for the car too - VIN-1134 - will look random to others.