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  1. D

    General Discussion: 2018 Investor Roundtable

    Rumblings in Chinese media of a large investment bank to build factories. 重磅:中国一家大型综合性集团,考虑深度入股美国特斯拉汽车_中原网
  2. D

    General Discussion: 2018 Investor Roundtable

     Model 3 production hit 2,270/week in April for the 3rd straight week over 2,000  Q1 Auto GAAP gross margin up sequentially by 80 bp and non-GAAP by 500 bp  Cash balance of $2.7 billion at the end of Q1  2018 Capex projection reduced from >$3.4 billion to <$3 billion  Expecting positive...
  3. D

    General Discussion: 2018 Investor Roundtable

    Tesla's Musk sells $10 million in flamethrowers in four days Kidding...mostly.
  4. D

    General Discussion: 2018 Investor Roundtable

    Also, not to be that guy, but do we know their lone R&D is indeed in CA? I highly suspect they have other locations to work from.
  5. D

    General Discussion: 2018 Investor Roundtable

    Alex Roy published his review. Tesla Model 3: The First Serious Review TL;DR - loves the car except for AP interface
  6. D

    General Discussion: 2018 Investor Roundtable

    Q4 is out! Tesla Q4 2017 Vehicle Production and Deliveries (NASDAQ:TSLA) Tesla Q4 2017 Vehicle Production and Deliveries PALO ALTO, Calif., Jan. 03, 2018 (GLOBE NEWSWIRE) -- In Q4, Tesla delivered 29,870 vehicles, of which 15,200 were Model S, 13,120 were Model X, and 1,550 were Model 3...
  7. D

    2017 Investor Roundtable:General Discussion

    Considering I've owned them for 2 years and have been more satisfied with them over every other car I've ever owned - you're really just missing out. Don't let perfect be the enemy of the good.
  8. D

    2017 Investor Roundtable:General Discussion

    Awesome in this case, but what a terrible article in general. They rated the cars without driving them? We didn't drive this one (yet) but any four-door production vehicle starting at under $40,000 that houses a 505 horspower engine rocketing the driver to 60 MPH in 3.8 seconds is a top...
  9. D

    2017 Investor Roundtable:General Discussion

    A Boring Hat* *probably
  10. D

    2017 Investor Roundtable:General Discussion

    I'm a bit dubious that the sales person would either know that, or be willing to share it. Fun to think about though.
  11. D

    Supercharger - Kettleman City, CA (LIVE 15 Nov 2017, 24 V2 + 16 V3 stalls, lounge)

    Yeah, I agree with that - however, I wouldn't be surprised if the site has left space or a throughway to accommodate adding them in the future. They might even run the conduit and leave it ready for installation.
  12. D

    2017 Investor Roundtable:General Discussion

    Billionaire Ron Baron still believes he can make 20 times his money on Tesla The billionaire investor's firm has invested in Tesla for about three years, and has about a $500 million stake in the carmaker, Baron told CNBC's "Squawk Box" on Friday. He said the position has made about $150...
  13. D

    2017 Investor Roundtable:General Discussion

    Erdoğan meets Tesla's Musk amid Turkey's domestic car production bid He noted that an agreement is expected to be signed with Airbus regarding the satellite on Thursday, and Musk's SpaceX is one of the subcontractors of the company. Erdoğan and Musk's meeting also touched upon new generation...
  14. D

    2017 Investor Roundtable:General Discussion

    This is a really fantastic example of one of the thousands of potential projects like this - just in this country. The world is full of places that have a comparable need and this is a superior solution.
  15. D

    2017 Investor Roundtable:General Discussion

    This was fascinating. He really loved it...that's my main takeaway. Someone on Reddit caught this though, and I thought it was interesting: "I didn’t attend the Tesla Model 3 launch." from here: The Model 3 Is Further Proof of Tesla's Asymmetric War Against the Auto Industry But now in this...
  16. D

    2017 Investor Roundtable:General Discussion

    Andrea left in July.
  17. D

    2017 Investor Roundtable:General Discussion

    Tesla buys Perbix, Brooklyn Park-based maker of factory automation equipment “Perbix, which has been a Tesla supplier for nearly three years and has executed flawlessly on a number of extremely complex automation projects, will be fully integrated into Tesla,” Tesla said in a statement. “Moving...
  18. D

    2017 Investor Roundtable:General Discussion

    Terrible headline. The stock stabilized and even went up slightly AFTER the tax news dropped.
  19. D

    2017 Investor Roundtable:General Discussion

    Pretty brutal, but assuming things are on an upward trajectory from here on out, things won't be bad next quarter. Overall the company is still going upwards so I can't complain. Cheap buys incoming.
  20. D

    2017 Investor Roundtable:General Discussion

    Headline is the whole article. Ugh, Benzinga. Anyone have a video of this?
  21. D

    2017 Investor Roundtable:General Discussion

    Elon Musk on Twitter Btw, just want to express a word of appreciation for the hard work of the Tesla Gigafactory team. Reason I camped on the roof was because it was less time than driving to a hotel room in Reno. Production hell, ~8th circle …
  22. D

    2017 Investor Roundtable:General Discussion

    I know slightly OT....but Maryland's governor just announced The Boring Co is going from Baltimore to DC. Larry Hogan on Twitter
  23. D

    2017 Investor Roundtable:General Discussion

    That'd be nice - but TSLA has a ways to go today.
  24. D

    2017 Investor Roundtable:General Discussion

    Tesla Agrees to Salary Hike, Job Guarantee Until 2022 for German Workers
  25. D

    2017 Investor Roundtable:General Discussion

    Good find, didn't recall this. I sort of wonder if this will actually still happen when customer cars really start rolling out. Right now I don't count anything as normal since it's really just the employee vehicle. I don't think all the ducks are in a row yet.
  26. D

    2017 Investor Roundtable:General Discussion

    To my knowledge - it isn't. I don't think Tesla ever stated what the 3 would get - people just made a lot of assumptions.
  27. D

    2017 Investor Roundtable:General Discussion

    Well this would certainly be something...if true.
  28. D

    2017 Investor Roundtable:General Discussion

    I'm still not so sure about Tesla here. The article indicates they'd be producing for the defense industry, in addition to automotive and consumer. That doesn't sound like Tesla. Anyone have thoughts on this?
  29. D

    2017 Investor Roundtable:General Discussion

    This isn't a thing. It never was and never will be. Twitter is too prone to wildfire falsehoods, useless noise, and personal curation. Everyone has a slant. But at least the larger orgs, mostly, have seasoned people that respect editorial oversight and multiple sourcing. Blanket statements like...
  30. D

    2017 Investor Roundtable:General Discussion

    Elon Musk says Tesla could rebuild Puerto Rico’s power grid with batteries and solar
  31. D

    2017 Investor Roundtable:General Discussion

    Yeah - I would question that Trump even speaks to Elon after the whole advisory council thing. Plus, let's be honest - Elon has more important things to do.
  32. D

    2017 Investor Roundtable:General Discussion

    In 2 years and they haven't even started on a manufacturing plan? Ha...ok James. People crap on Elon for overpromising - but I've never seen something so overmarketed as Dyson products.
  33. D

    2017 Investor Roundtable:General Discussion

    Wow, that is some BS right there. Talk about misleading garbage!
  34. D

    2017 Investor Roundtable:General Discussion

    Doesn't the Caddy only work in very limited areas with high resolution mapping? What a farce.
  35. D

    2017 Investor Roundtable:General Discussion

    AP3/AMD isn't a thing. Stop spreading false info. AMD (AMD) Partner Globalfoundries Isn't Working with Tesla (TSLA) on New Chip - Bloomberg, Citing Spokesman
  36. D

    2017 Investor Roundtable:General Discussion

    Sounds like you need to read more reputable news sources. Who was it, by the way? Google didn't pull it up.
  37. D

    2017 Investor Roundtable:General Discussion

    Clearly 2.0 is done since they're on to 2.5. Tesla has a new Autopilot ‘2.5’ hardware suite with more computing power for autonomous driving Pedantry for the win.
  38. D

    2017 Investor Roundtable:General Discussion

    Full steam ahead on Buffalo - now with 'significant expansion'! Elon Musk on Twitter
  39. D

    2017 Investor Roundtable:General Discussion

    Wouldn't surprise me. My real question is this: Once the word is out - I wonder how much the S will even matter. I mean, of course you need a higher end vehicle with better margins and just to have a halo car - but in terms of actual revenue and sales...does it truly matter? Seeing an...
  40. D

    2017 Investor Roundtable:General Discussion

    I agree on the latter bit. I've come to genuinely believe the 3 is actually a superior vehicle (in terms of simplicity and efficiency/design) to the S at this point - based on what I've seen and know. I'd be curious if the S will ever get a similar treatment in terms of motor choice and...
  41. D

    2017 Investor Roundtable:General Discussion

    Yes, and I'm telling you why I think they're doing that. This isn't complicated.
  42. D

    2017 Investor Roundtable:General Discussion

    But I'm not discussing the goal of EPA numbers, I'm discussing Tesla's self-reported numbers and how they don't jive with EPA. I suspect S & X sales are actually less reliant on mileage concerns and more on other metrics. They're playing to a different group.
  43. D

    2017 Investor Roundtable:General Discussion

    What if it's something much simpler: they want customers to - without a doubt - hit their EPA numbers, pretty much regardless of driving style or accessory usage. Being the Model 3 is so mass market and appealing down market, they need the cars to, without question, hit their advertised...
  44. D

    2017 Investor Roundtable:General Discussion

    NTSB Staff to Say Tesla Autopilot Should Share Blame for 2016 Crash
  45. D

    2017 Investor Roundtable:General Discussion

    Oh God, this is so much better.
  46. D

    2017 Investor Roundtable:General Discussion

    CAN'T HEAR YOU ELON
  47. D

    2017 Investor Roundtable:General Discussion

    I'm really intrigued by this proposed urban charging infrastructure. I wonder if it will be more compact than standard Supercharger sites? More numerous?
  48. D

    2017 Investor Roundtable:General Discussion

    Model Y Teaser Image
  49. D

    2017 Investor Roundtable:General Discussion

    In your estimation - do you mean beyond the Buffalo 'Gigafactory' or are you not including that one?