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Convincing other automakers to adopt the NACS standard in 2024 while continuing to cut prices is a genius move. Signals to the US government that Tesla is trying to be inclusive and help with the overall EV transition. Gets (nearly) all the other automakers to commit to the NACS standard. And at...

What just happened?!? There were a large number of Model 3, Y, S, X in inventory this weekend in my area. Just checked. Every single one is no longer listed on the Tesla website. Inventory appears to be cleared out. UPDATE: Now there are new cars in inventory again. They must have done...

A problem I repeatedly am having on 11.3.3 (and had same issue on 11.3.2): on narrow 2 lane road w cars parked on right side, FSD now drives close to curb. Then if there is a parked car, it stops behind the car instead of going around it.

Wow! Wasn't expecting to see a falcon heavy launch today. Launching TSLA to the moon.

Thoughts on the $500 price increase for LR AWD Y? At one level, reduces opportunity to get buyers to max out options and get as close to $55k as possible--previously one could select two $1000 options (from white seats, tow hitch, different color). Now can only select one option and price will...

Just checked inventory MY in my area (Raleigh) and in DC area. There are NO MY under $55k in inventory in DC area and one in Raleigh. This was not the case this morning. All tax credit eligible cars appear to have been purchased. Insane. Looks like Tesla may need to replace the induction...

Code red at legacy auto. Code red. My sister had an AWD 5 seat Y order, placed in March, that was to be delivered Dec 1. She canceled her order bc Tesla refused to lower the price (Dec 1 was the cancel date as she had already delayed with a hold). Well she just reordered today. N=1. But I...

Yes they do. As I mentioned earlier, best option is to offer $7500 credit on the 5 seat AWD Y to anyone who would otherwise qualify for the tax credit, and offer this on a month by month basis or until IRS reclassifies 5 seat Y as a SUV. This protects Teslas margins better than dropping to...

Simple way for Tesla to address the lack of $7500 tax credit for 5 seat Model Y AWD: Just do the same thing they did at the end of December--offer anyone who takes delivery in January $7500 off (possibly ask to see returns and only give to people who would otherwise qualify for IRS credit)...

Or they could just add the third row seats to all cars, and give buyers the option to have them removed after delivery (and if removed, give the buyer a $3000 check). The Y was designed to have the rear seats removed, so this seems like the best solution. Everyone who wants a 5 seat MY could...

Yes, exactly! Planet Money on NPR released a nice segment about the Chicken tax a few years ago: Episode 632: The Chicken Tax. I suspect Tesla could do something like this, except with the rear seats. It may be as dumb as them literally needing to install, then unistall them at the factory (or...

Since the 7-seat Model Y AWD qualifies for the $7500 credit but the 5 seat does not, could Tesla simply sell a "$2k swappable rear seat" version in which the person who wants a 5-seat version a) Pays the extra $2k for a 7-seat Model Y but then selects to have the rear seat swapped out at the...

The Model Y Performance that I took delivery of in June had this same issue. I noticed it before signing any paperwork. The delivery specialist found a technician, and he simply pushed the headliner up, securing it to fasteners. So it is a ridiculously easy fix--the headliner simply wasn't...

Down we go!

Simulation confirmed. Note PE Ratio.

Heavy volume today. Will soon breach the avg daily volume and we are only ~2.5 hrs into the trading session. Lots of discussion about the need for Elon to sell, with his trading window opening tomorrow (Friday). Could be epic squeeze if he has more $ than necessary to close the TWTR deal and...

All season tires. We picked up a MLYR from Raleigh last week and it was flawless. The MYP that I picked up yesterday had a few extremely minor things that they fixed quickly (black grease was on the headliner in two locations near where the headliner meets the glass roof, the headliner was not...

Congrats! You are going to love it. Just picked my MYP in Raleigh today. Beautiful car and so much more comfortable to sit in when compared to my Model 3, which I'll be selling soon.

As posted back in January, ordered two MY (MYLR and MYP) on 1/15 and 1/16, respectively, before the $2k FSD increase (and after Tesla canceled our MY LR RWD order in December b/c they decided not to make the LR RWD version). This was also before the $4k base increase on both vehicles. Received...

Wow! What a drop.

And if you really are concerned about the reduction in range of MYP over LR, you can switch to Gemini (or equivalent) tires.

I've been wondering about "transfers" as well. I've got an extra MY order from Jan 15 (ordered a MYP and a MYLR to capture the $10k FSD pricing), but may not purchase the MYLR. Thinking of "transferring" to my sister, who also ordered a MYLR but after the $4000 price increases. I can edit my MY...

Patience young grasshoppers. Many understandably are upset about EDDs getting pushed out. It's frustrating. On a positive note, once you get your MYP, you will be happy and all of this will be a blip (admittedly a long one) in the past. As for another data point, my EDD was pushed this weekend...

I am in NC with the same EDD of 4/10-4/23 and this EDD hasn't changed since April 1, when I released the hold on my MYP order. It is strange how no one on the east coast seems to be getting a VIN at the moment. I was contacted by Tesla to provide my trade-in information on 4/2, and just got...

Update on my post from yesterday. EDD was July 15-Aug 26 immediately after releasing the hold. Less than 24 hrs later, got an updated EDD of April 10-23. Guess Tesla is trying to fill older MYP orders quickly. Old is a relative term, in this case, a Jan 16, 2022 order.

Just released the hold on my MYP order (blue, FSD). EDD showing July 15-Aug 26. Ordered on 1/16/2022. Received VIN Mar 2, put on Hold Mar 2. Was hoping to get Austin build w/ 4680. That seems unlikely given what is currently known. Had to release hold or order would auto-cancel. So released the...

Did anyone else recently release their MYP hold? I need to release mine by April 1 (will do so 4p March 31). Hoping the EDD is well after Gigafest in the event that Elon describes what exactly will be built and sold from Austin in Q2.

Tesla is now prioritizing orders that include FSD. I bet they will do the same for the new Model Y Standard Range AWD that will most likely be produced in Austin with 4680 cells. They won’t be able to make many of these due to ramping of 4680s (these cars will not get LFP), but demand will be...

Thoughts on what TSLA will do if oil prices continue to rise? ICE cars will certainly become more expensive to drive. Will demand for Tesla cars remain strong even if Tesla needs to increase purchase price of the vehicles (to offset increased mfg/parts costs)? If the demand for Tesla cars...

Totally agree with your observations. FSD is super hesitant to make unprotected left turns, despite the coast being clear. I now just hit the accelerator to clear unprotected left intersections, esp those with flashing yellow lights--FSD really seems to gag on those. I wonder if the hesitation...

Will indeed be interesting to see how they distribute the 4680 Model Y vs 2170 Model Y to east coast as Austin ramps. I live in a college town with lots of undergrads, grad students, postdocs, families. Plan is to enjoy the car, and then put into the fleet if/when FSD is level 4. I use FSD...

That makes sense, but still crazy to see them move up a MYLR with a July EDD to try and sell in Q1. Will need to put hold on both cars if they send me a VIN for the MYLR too. So much for my plan to order the MYLR as a “backup” to increase odds I’d get an Austin build with the $10k FSD pricing...

Tesla seems to be massively accelerating MYLR delivery estimates. I ordered a Blue LR AWD w/ FSD on 1/15/2022 with EDD in July, and one day later ordered a MYP (same configuration, blue w/ FSD) with EDD of March 14-31. To lock in the $10k FSD price. Today I just got a VIN for the MYP (NF393xxx)...

Wow! My MYP est delivery date just slipped from Mar 14-31 to April 16-May 14. Ordered on Jan 16, 2022. I am on east coast. Perhaps they are queuing us up for 4680 cars in Q2. My MYLR order still estimates July delivery (ordered Jan 15).

I have a MYP order that indicates Mar 14-30 delivery window. I want to delay until it’s confirmed to come from Austin. When will I be given the option to delay/hold delivery? If I can’t get MYP from Austin, even with delays, and if Tesla cancels the order because I prefer to delay, I also have...

10-K: "Model Y gross margin has benefitted from shared manufacturing of Model 3 and learnings from the scaling of past products." My hunch is Tesla is going to leverage their insane 29.3% gross auto margins, the learnings mentioned above, and feature complete FSD to decimate OEMs AND demand for...

Yes, this is the way. Another thing to consider--once FSD is enabled, this is going to drive massive growth in Tesla's energy division (and any other company that sells solar systems). People who own FSD cars will be foolish if they don't also purchase enough solar panels to offset energy usage...

As Elon said, people really don't get it (with it=FSD). The $25k car already exists, it just doesn't cost $25k YET. A FSD enabled car will get ~5x as much use when compared to a car without FSD. Models S3XY with FSD ARE the $25k car. Depending on model, they will cost less than $25k, but people...

I also ordered a MYP and MYLR simultaneously on 1/15 to lock in the $10k FSD price. Waiting to hear more about the product roadmap on tomorrows earnings call, and particularly when these cars will be shipping from Austin with 4680 and structural pack. Willing to sacrifice the $250 deposit if the...

This is what I was hoping when simultaneously ordering the MYP and the MYLR. I hope they allow me to place a hold on the MYP (which indicates delivery in mid-late March 2022), to give Tesla time to work out bugs at Austin. If they are militant and cancel that order after a 30 day hold, then...

Just ordered a Model Y Performance and Model Y AWD to lock in FSD price and to ensure I get one or both cars from Austin. I plan to hold until 4680s are confirmed, and until initial growing pains at Austin are worked out. I really want the MYP, but March delivery may be too soon to work out the...