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  1. C

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

    Um...I wouldn't. Why not just wait until $139?? :)
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If you like it below $180, you're going to love it below $160! ;)
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Hmmm, perhaps unfortunate about the "early Cybertruck delivery for long term shareholders"....it, um, implies (IMO) the "take rate" among the masses for the Foundation $erie$ may be starting to taper. It is a decent hunk of change for sure. Yes, I know there are loaded Raptors, etc. that can...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This is why we can't have nice things...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Since it is the weekend...does anyone feel there is a "reasonable" chance Tesla will defer GigaMexico for other locations? I know there is the whole U.S. credits situation, but given the rest of the world's appetite for smaller cars, I can't help but wonder if Shanghai might not be a better...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My assumptions (as worthless as anyone's) about FSD are more like $1000 at time of purchase and a starting subscription of $200/yr. However, I am also assuming 50%+ of all vehicles license this from Tesla. It isn't insane amounts of revenue ultimately, but it is still billions of dollars in...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Dang, even idiot "terrorists" are apparently engineers in Germany.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla didn't APPEAR to record any Cybertruck deliveries in Q4 (perhaps they were all employees). In Q1, they have obviously delivered some. As the volumes are so small, it is fair to assume Q1 will be the first quarter to show material negative COGS for the Cybertrucks that have been...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Boy, she can't catch a break can she... ;)
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    With the announcement of the Ford NACS adapter, I look forward to the 6,294 articles tomorrow about how Tesla is losing its moat (Supercharging network) and how this is a critical error and the beginning of the end.....in reality, it is the beginning of the beginning (remember, He who controls...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Am definitely looking forward to the additional differentiation of the performance trim. Indeed, my old M5 and even my wife's current (but 10+ years old) Volvo XC60 R-design had a number of differentiating items including: engine and/or power wheels suspension exterior colors (Lemans Blue for...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think the focus on FSD is misplaced...or, at best, only part of the story. Tesla's mission, as he notes, is to accelerate the world to sustainable energy (or something like that). The goal is right there: energy. They never wanted to be the next GM, Ford, Toyota or VW. They wanted to be...
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    Anyone have an Ultra Red Model Y?

    Looks like Austin has produced a number of Ultra Red Model Ys. Anyone take delivery of one? I've seen it on the X in showrooms and one in the wild, but the Y has softer lines and may not pop quite as much as the X's "creases". Looking forward to some pics!
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's an interesting play. Just as the frequent price drops on the way down may have motivated potential buyers to "wait" since "it might be cheaper in a few weeks", the reverse could happen here - aka: "better hurry up and buy now as the prices are rising!". Given the seasonal softness of Q1...
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    Sad about Plaid? Attention past or present Porsche 911 Owners!

    The reality for most of us is the Porsche is made for the roads we WISHED we drove every day, and the Model S is made for the roads we ACTUALLY drive every day.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It was down $4 on the news it would soon be down $5...
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    Koni - Special Active (Red - Formerly FSD) and Sports (Yellow) - Coming Soon for Model 3 and Y

    And if you want a REAL test drive...just rent a 2023 Model Y on Turo for a day. Could be the best $70 or $80 you could spend ahead of time.
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    Koni - Special Active (Red - Formerly FSD) and Sports (Yellow) - Coming Soon for Model 3 and Y

    Koni Yellows come set on the softest setting from the factory. I THINK he technology was originally meant as a way to compensate for shock wear over time. Indeed, I think Koni recommends that setting. While my experience with the Yellows on another car is that they offer more control, they...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not surprising at all. We saw refreshed "camouflaged" Model 3s for MONTHS before they went into production in China (and then took 5 more months to do the same here in the U.S.) To my knowledge, we have yet to see even a single Model Y refresh test mule so a "year +" seems pretty likely...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Agree with "geofencing" in a specific area to start with for robotaxis. Geofencing, however, isn't entirely the right term for this as compared to say what Waymo is doing. I think the latter (and Cruise, and tech like GM's Supercruise), rely on lidar maps of the area in question. In the case...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Don't worry, I'll approve it...sigh
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Man, they are pulling out ALL the stops for a Bills win NEXT year! I assume we will see Josh Allen throwing to an Optimus bot in the offseason...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Honestly, based on little more than Tesla's own report and call, there is a case to be made for divesting of some tsla holdings for a while and re-entering the fray later. I mean they basically said "we are working on it...all of it... this year...see you next year". Of course, ideally we...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Honestly, one of the things that encourages me to keep the faith in Tesla is what I see at GigaTexas with regard to construction. I mean it is CONSTANT and SIGNIFICANT. The daily spend on buildout there must be enormous. None of that screams "company in trouble" or "company expects drop in...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So...posting here on the investor thread then?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Um, at 5:11 in this Gigatexas Video, Jeff shows a transporter heading to Fremont...could it be???
  27. C

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

    I assume #1 was "release Highland", and #2 will be "oh wait, turns out our Model 3s all DO qualify for the full $7500 rebate".
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I see a lot of comments here around how BYD will never be sold in the U.S A. I ASSUME that us because of #China. Is that strictly because of unfair tarrifs (which can always change)? I can't imagine it is more than that, given, you know there was another country in Asia that we didn't like...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'm definitely waiting for the "Jonathan Livingston" special edition then...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Meanwhile, over at Rivian...(a miss) https://www.reuters.com/business/autos-transportation/ev-maker-rivian-misses-quarterly-deliveries-expectations-2024-01-02/
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Well that's just great...THE END IS NIGH! THE END IS NIGH!
  32. C

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

    2024 Prediction - Due to Tesla's dominance and legacy auto makers actually backing off, Tesla's EV market share in the U.S.A. will actually increase in 2024 (aka: "so much for 'The Competition is Coming'").
  33. C

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

    I can only imagine the headlines today...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I brought the Bolt comparison up a while ago and how close it is (or was) to the magic $25K price point. My concern was the the "$25K price" might not be enough of a trigger in and of itself to trigger EV sales to go nuts. Sure, Bolt production was limited, but I don't think we've ever seen...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I wonder if Tesla will bring back the "Stealth" Performance Model 3 (i.e. standard wheels, no wing, etc.) and only sell performance Model 3s at least for a while. Of course, it may be irrelevant if they don't have the cells. At this point, which manufacturers ARE going to get the rebates...
  36. C

    Actual in Hand Owners… Post up

    There could even be some financial implications to Tesla delivering any cars to non-employees in Q4 ( the development costs hit the books??)...I'm guessing we won't see ANY more deliveries this year. Heck, there are less than 30 days left now anyway in Q4.
  37. C

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

    I agree with their decision to go with a single layer pack. However, I'm sure that decision was made quite a while ago and predicated largely on the assumptions the 4680 pack would simply be more energy dense than it is. The "range extender" strikes me as the equivalent to Gigatexas' "plan b"...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I do think that most of the "disappointment" around the Cybertruck can be traced back to one number: 4680. The darn 4680 cells have clearly been a bit of a thorn in Tesla's side for a while. We saw it first when battery day happened and then...crickets. They finally had to "fess up" when they...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My only concern about the price drop was that they may have blown their wad all at once with that huge drop at the beginning of the year. We've seen a bit more since then, but if 2024 does end up with a material recession, not a lot of ammo left...
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    Comfort Suspension Not Much of an Improvement

    Good info. Have you tried any or all of the various items in the ear pain/pressure thread (i.e. 3 d printed hatch adjusters, tube inside hatch gasket, exorcism, etc.)?
  41. C

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

    Yep. Heck, we aren't even back to where we were 4 weeks ago, much less this Summer or the ATH which seems forever ago...
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    Koni - Special Active (Red - Formerly FSD) and Sports (Yellow) - Coming Soon for Model 3 and Y

    I'm not sure I understand? Is it a revised Koni special active shock? I don't think there are any adjusters on the special active series (unlike the sports which are adjustable for rebound).
  43. C

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

    My bigger immediate concern is a recession where "auto" (and all transport really) gets avoided like the plague by investors.
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    Ear pain/Pressure help

    Very cool (and nice job on making it easily removable if needed w/o evidence it was there). How much does that weight weigh? Any noticeable change in the auto opening (i.e. any detectable straining from motor, etc.)? As an aside, here is the hatch "counterweight" I mentioned that Porsche used...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So, some recent posts here that mentioned the Chevy Bolt reminded me of a question I wanted to ask. So much of the "auto" future (ignoring FSD, robots, etc. for a moment) seems to be tied to the $25K EV. In general, the belief seems to be that folks will gobble them up at that price point...
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    Ear pain/Pressure help

    This just shows the challenges of dealing with NVH. For YEARS now, so much of the answer has often come down to "bolt a bunch of weight to the car". I think I mentioned earlier in this thread that my own old 67 Firebird convertible has four 25 lbs weights (oil filled canisters) - one in each...