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  1. SBenson

    Elon's tweets about Tesla

    Please feel free to make your points in the thread. But please make crisp clear statements to hopefully minimize the discussion/argument.
  2. SBenson

    Understanding Trump

    This thread is to discuss - What is Trump saying and what are his voters & supporters hearing? This is very different from the media narrative. We should focus on first person speeches and interviews. This thread is NOT meant for partisan fist fights. As we all know that is not tolerated...
  3. SBenson

    Uber

    Given the evolving landscape we all understand Uber is as much of a competitor to Tesla as anyone else. So I think it's worthwhile tracking it in its own thread. Here is some news on Uber's 3Q performance: Uber's Loss Exceeds $800 Million in Third Quarter on $1.7 Billion in Net Revenue
  4. SBenson

    Valuation

    For valuation discussion
  5. SBenson

    SolarCity Bailout Analysis

    In my view, for SCTY access to (enough) capital is bigger issue than the cost of capital itself. At a high level, to do 1GW of installs it needs a capital of $3Bil or thereabouts. Even if it keeps it's install rate constant, it needs external financing of $3Bil each year. So if SCTY chooses to...
  6. SBenson

    VIN Question

    Do all regions share VIN sequence? Looking at the Canadian thread It appears that Canada VIN sequence is intermingled with US sequence. What about China? Any info is appreciated. Thanks
  7. SBenson

    Highest VIN delivered

    As per ModelXTracker, the highest vin delivered is 05083. This was delivered on Mar 24th. I'm interpreting this as - Tesla is still fixing the cars that it produced in Q1 and slowly delivering them one by one. But hasn't quite produced anything since. Is that right way to read it? Definitely...
  8. SBenson

    Q2 ER Modeling / Predictions

    Q2 financials are particularly important for many of us. More so than any of the previous quarters (arguably). I am wondering if anyone has modeled the financials yet. The key question I have is: what is the (non-gaap) revenue threshold that Tesla needs to cross to ensure a Positive...
  9. SBenson

    Model X Ramp Tracking

    Given the importance of this subject thought that a separate thread is warranted. As a first post I will present something purely analytical. Data: - As per InsideEVs there were 370 Model X deliveries in Jan. Here is the link. - Per Elon Musk in Paris Model X production will reach 1000/week...
  10. SBenson

    Tesla Autopilot Vs Competition

    I understand that there are quite a number of threads discussing Tesla's AP both in investor section and else where. But I specifically wanted to discuss Tesla's Autopilot functionality vs competition. I believe it's relevant to investors so creating a thread here. Many people have said lane...
  11. SBenson

    Model X only 90 kWh ?

    The Tesla Model X Will Have A 257-Mile Range: EPA Does this mean only one battery size will be available (for now)?
  12. SBenson

    Question - Model X in Motor Trend Car of the Year

    Does Model X get to participate in the Motor Trend Car of the Year for 2016, which I believe gets announced in mid Nov 2015. Does anyone know the timeline? By when does the car need to be in their possession for testing. Also, do they buy cars anonymously (like Consumer Reports does) or can...
  13. SBenson

    Michigan bill to ban Tesla

    A Raw Deal in Michigan | Blog | Tesla Motors Is there anything we can do about this other than calling the Governer's office? Maybe we should brainstorm some ideas to handle these type of situations whenever they arise. I am not sure if calling Governer's office or some senators office will...