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  1. kclifton

    Another Tesla Insurance Rate Increase! Seriously Tesla?

    I need to update my profile; I moved to Nevada, which does allow real-time data. I might need to do that. I got dinged over the last couple of days with FCW's on parked cars in a lot.
  2. kclifton

    Another Tesla Insurance Rate Increase! Seriously Tesla?

    I sold my 2020 MY and "upgraded" to a 2024 MY, and the loss of sensors has made Tesla Insurance unusable. The FCWs are crazy and get triggered by the gate to my community. Insurance on my 2020 was ~150/month; on my 2024, it's trending towards $330/month.
  3. kclifton

    Off topic galore

    Thanks but I ended up buying 4 sets but theyre still at a friends in London.
  4. kclifton

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

    After the announcement, I had to pull together a little sheet looking at Tesla compared to the more prominent O&G players. Yes, they do more than sell gas to cars. Yes, EVs charge at home and will use less "fuel," but still a big market to open up by becoming the gold standard network. I feel...
  5. kclifton

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

    Has anyone seen the actual shareholder letter?
  6. kclifton

    Off topic galore

    And of course I can't ship to the US. Trying to find if anyone I know that's in Europe right now to buy for me.
  7. kclifton

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

    His is a Grand Touring. I tried to convince him into a Plaid but he liked the interior better in the Lucid.
  8. kclifton

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

    I stated this a few weeks ago too but I just confirmed it again. My friend's dad in LA has had his order for >1 year and still hasn't been contacted to take delivery. I feel like those cars must be missing something.
  9. kclifton

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

    Wheel reminds me of the 2017 Ford GT wheel. I like it.
  10. kclifton

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

    I think that "wiper" is a reflection from the crane. Quicksilver > Midnight Cherry in my book. Would love to see a brighter blue introduced as well.
  11. kclifton

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

    Don't forget to diversify your single stocks investments by getting some leaps. not investment advice.
  12. kclifton

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

    I decided to diversify my IRA/Brokerage/Play account. They are roughly: 45% TSLA Shares 54.9% TSLA Leaps .1% cash
  13. kclifton

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

    next CNBS article: "Tesla on autopilot involved in single car crash, explodes into million pieces" by Lora Kolodny
  14. kclifton

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

    I know someone with an order for one based in LA and they haven't been contacted about taking delivery. Have had the order for 1+ year at this point. Does seem odd to have all that inventory and not reaching out to others on the list.
  15. kclifton

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

    Mine is $175/month. I did choose higher than standard coverage due to my location.
  16. kclifton

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

    Classic Lora Kolodny adjusting EPS from 2021 to fit her narrative. Instead of showing split-adjusted, it shows pre-split EPS.
  17. kclifton

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

    I like how they made it a point to clarify that its 50% on multiyear not YoY
  18. kclifton

    FS - OEM Model Y Performance Spoiler

    Selling a USED OEM Performance Model Y Spoiler. Local Pickup/Meetup in SoCal. $250 OBO
  19. kclifton

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

    Guidance was not favorable for them.
  20. kclifton

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

    In SoCal, I haven't seen a delivery center stacked with waiting inventory so I also don't follow that logic. Think all reported will be reflected on the site + some could show up for multiple areas since it would only be a <30 mile drive to move between center. So 1 car is available at 3-4...
  21. kclifton

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

    SDGE had to get in on the action too...
  22. kclifton

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

    "Enabled anyone in North America who has purchased FSD to request FSD Beta, reaching 285k cars total." Seems to be first time they produced a number on FSD Purchases
  23. kclifton

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

    Merry Christmas to all! There is no Model 3/Y inventory for SoCal on the site currently.
  24. kclifton

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

    I was happy they cut him off. So many other speakers that would bring questions of value towards Tesla the company vs Elons view on pronouns
  25. kclifton

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

    I agree, this "layoff" seems like the typical restructuring where they cut 10% of the fat and reload with new talent.
  26. kclifton

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

    I am toying with upgrading my 2020 MYLR to a '23 MYP. Demo unit with <1000 miles in SoCal is $59,040 before taxes/title/doc. Advisor I spoke with said they have been slammed since the change to $7500 happened.
  27. kclifton

    Elon & Twitter

    Edit - Click on tweet #3 and it will continue. 40+ messages so far
  28. kclifton

    Elon & Twitter

    Honestly, Yoel should have been out on day 1.
  29. kclifton

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

    Solid. Thanks. Seems like I wasn't chosen this time around then. I would have done the same when I registered with Say.
  30. kclifton

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

    Did you apply for this similar to the Annual Shareholder meeting?
  31. kclifton

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

    Expanding on this, T-Mobile pushes its HINT (Home Internet) devices hard. However, it's essentially a direct competitor to the Starlink system. Maybe something with the HINT devices utilizing the TMO 5G network with a Starlink fallback.
  32. kclifton

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

    It's pretty crazy how well they kept the details under wraps on it
  33. kclifton

    2022 shareholder meeting in-person

    I think it's the new name that they will be using moving forward. https://electrek.co/2022/07/25/tesla-tsla-trademarks-cyber-roundup-annual-shareholder-meeting/
  34. kclifton

    2022 shareholder meeting in-person

    Here is the email from it.
  35. kclifton

    2022 shareholder meeting in-person

    Hopefully, they have some things to check out. I plan on showing up around 2 PM
  36. kclifton

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

    I had to link via Plaid so it would be a rolling verification, not a 1-time thing.
  37. kclifton

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

    Mine failed at first but then I chose to try again, and it accepted everything.
  38. kclifton

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

    Q4 Letter - 2425 total production as of March 8, 2022 Q1 Letter - ~5k as of May 9, 2022 Let's say, 5k flat. 2575 total production in 62 days. 41.5/day assuming 7 days a week. 40*41.5 = 1,660 April 1 - May 11 But who knows, wish they would be clear. However, I am seeing a lot more of them now...
  39. kclifton

    For Sale - Tesla Tequila (San Diego)

    2 Bottles still for sale, $325 each. Local pickup/meetup
  40. kclifton

    Dear hatch fitment

    Down in San Diego. Earliest was in Temecula but it's ~60 miles 1-way. Going to try the bumpers after work but still strange that it was fine for the first ~16 months of ownership then shifted one day.
  41. kclifton

    Dear hatch fitment

    Hate to revive an old thread, but the same thing just happened to mine. 9/2020 delivery. Sometime between yesterday at 11 am and this morning, the hatch shifted, and now it's catching on the passenger taillight. 50% will open after a struggle, other 50% will just shut back down. The worst part...
  42. kclifton

    For Sale - Tesla Tequila (San Diego)

    I have 1x left and access to 2 more now. $375 each, local pickup/meetup.
  43. kclifton

    Supercharger - San Diego, CA - Del Mar Heights Road (CLOSED 16 Sep 2021, 18 urban stalls)

    It was One Paseo management. The salt n straw + charging combo was killer.
  44. kclifton

    For Sale - Tesla Tequila (San Diego)

    1 left. $375 local pickup/meetup.