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Any insight why there has been a significant price cut on inventory models? I just received the car last week and now feel like I could have saved more. Are inventory models any different?

This marketplace listing has been removed.

Just want to update that 2 days after I got the delivery of my MYP, I started hearing clicking sound behind the steering wheel. Took it to SC. here is what the repair note said. “Found the clock spring inside the steering column control module was malfunction and was creating a noise while...

Any resolution? I have the same noise

Same for me, woke up to a similar order update as yours. No FSD or mention of it, with price adjusted down.

So if I have PF84**** vin number, is HW4 confirmed?

Is there a way to find affirm the deal with the buyer without the actual sale? Like I ask him for an advance and in return I give him a bill of sale of sort?

Thanks both. I guess I have to ask the buyer to be patient.

My EDD is Aug 16-23 but I have a buyer now for my M3. Is there a way to transfer the FSD now?

This thread is for the general discussion of the marketplace listing 2018 Model 3 Dual 21500 miles. Please add to the discussion here.

I think they will adjust your invoice. I have a similar issue but for me since I am ordering MYP with blue color I will still cross the 55k mark. I wonder that color is now costing me 2.5k.

Can there be two versions of 4680 form cells? One for plaid and other for regular version?

Maybe sold some in proportion of cash reduction?

I am trying my best to avoid looking at the SP today!

They should be able to backtest all prior hard braking events with and without radar data as input. That should settle the argument. Right?

Agree, for once he is sounding smart. Must have drank some herbal brain stimulating medicine from a Himalayan valley!

Tesla should aim to grab at least 25% of that sales.

Typical case of dog eat dog. Unfortunately, they can act like this without any major consequences.

High market cap to GDP is because of 1) lower interest rates 2) US GDP as a % of Global GDP has shrunk, while the US companies operate globally 3) relatively US large caps like FAANG have more dominance in global market (share of global market of US large cap is bigger now, hence valued...

People ignoring (not on this forum but generally speaking) the delivery beat are missing that yet again Tesla is showing that we are constrained by our own limitations and we control how many cars we will sell. The more we build the more we sell. How many companies can say that? Other typical...

I did my bit to counter it, bought another lot at 701 in my ira account.

This comment from Tim Cook validates the Tesla approach (although Tesla doesn’t need his validation). This is what the traditional automakers miss to understand. They focus on individual pieces but not integrated system. I don’t see Apple having any structural advantages over say Google on self...

You guys have some nerves not to sell all these years. After having put all my life saving at $37 post split, I was happy to sell half at $100 (at least happy at the time). I now only wish I had kept them all till date. In life some lessons are learned the hard way.

With GM launching Hummer EV, I found this article from ieee, very good comparison of the “competition”. They do put cybertruck with the best odds of being first to showroom (ironically they may just sell directly and not reach showroom at all for a few years)...

Loup Venture’s Gene is saying that the whisper number was 7% lower than street estimate, suggesting a net 13% beat. I am guessing many may be taking short position going in this weekend seeing lower whisper number. Should be an interesting open on Monday.

Btw, most automakers’ chip shortage was due to their own making. last year as production declined big car makers reduced their orders for chip and hence many foundries shifted production to other chips. Tesla expecting a million production this year would have kept the order high, with room...

These type of growth numbers can put shame to software upstarts! And the funny thing is that Tesla expects consistent 50% cagr for multiple years. Manufacturing has become sexy again.

I guess they may be waiting for final approval on new design elements on steering wheel or shifter and other things? Just speculating.

Wow 185k with only 2k S/X. They are beating numbers on and on.

With the above, QoQ 15% increase seems possible (even if the are flat for the TBD numbers).

Even with deep pockets, which btw Tesla has one now, Lucid could be at $10-20k cost disadvantage, or more. And unless they have superior technology, I don’t see how they can reduce that gap competing in same segment (they can remain a small niche player). If EV rebate puts Tesla on equal...

Agree FSD is a key differentiator. On that topic, FSD subscription option will increase net demand by a huge. Buyers who are hesitant or not able to pay $10k upfront will like to have the optionality to subscribe as and when needed. For example, potential buyers of ID.4 vs Model3 will have to...

More buttons! But seriously, you are right. To me luxury is the tech, the cleanliness/simplicity, and also the exclusivity to have dedicated charging station. In fact, superchargers are the real luxury differentiator (the same feeling you get when sitting in business class lounge).

So I just noticed that Lucid is advertising on CNBC. Lucid Air is Model S “competitor”. So they are already starting with so much disadvantage. Lack of manufacturing and sourcing scale, charging infra, and now they have to spend on marketing. Even if their tech is at par with Tesla, their ROI...

I expect pressure on gross margin this quarter. Commodity cost is higher, copper, steel, and maybe some battery material. Also impact of little S/X delivery may also pressure the cost. Lastly we don’t know the impact from chip shortage (if there was a price impact). Some of this will be offset...

No, given the competitors still sell a whole lot of ICE cars Tesla should benefit. E.g. with carbon tax, tesla will have a few extra lever. Potential to sell credits, pricing power as ICE cars will be expensive or Tesla becomes eligible for tax rebate.

Why isn’t TSLA getting lift from potential infrastructure bill? A carbon tax will be a huge lift.

Toyota deal if true could indeed make Tesla a whole lot more valuable. Software revenue per car could be ~ $500 to $3k, FSD take will be pure cherry on top. Another accelerator could be tesla app store / info hub. Let’s wait and see.

Replying to myself with clarification. It seems multiple stocks have seen this 20%+ slide today. LC, VIAC, IQ, DISCA. Seems driven by some trader being margin called? These are all entertainment service, except LC. Whatever it is things are looking messed up the market. While indices have...

They have consistently said that liquidity isn’t an issue. So we will see. The good thing is you can buy some on discount. Recently someone bought huge number of Sep way out of moneyputs against ARK. Maybe they are trying to influence a sell off. However, as long as ARK doesn’t melt down they...

ARK seems to be the target for shorties. Look at LendingClub (LC) that Cathie just bought. It suddenly fell 25% in matter of minutes. Other Cathie stocks are also being targeted. We may be under ARK targeted bear attack. Who knows.

If they are generating FCF anywhere near q4 level and growing, with net negative debt and EV/debt so high, they should be investment grade.

Carbon tax and 7500 credit will be big. Carbon tax will have double benefit for tesla. First ability to sell carbon credit (assuming that is allowed). And interestingly investors will move the money out of less profitable carbon producers creating momentum for green companies. ..... can’t...

By design if more people use Bitcoin to buy stuff it will become stable (more liquidity). If only few use it to buy then it hardly matters to Tesla. Also sales tax to state can been paid via $ value of when Bitcoin was paid. the issue is how will tesla report its sale on income statement, and...

Today seems like re-rebalancing. Recent favorites like commodities, small cap value, reopening (casino), are falling faster than large tech. Interesting how market’s mood swings in a matter of weeks.

So I am confused now. One guy has criticized that ARK model is too optimistic on vehicle production count against Battery growth projection, while others are criticizing that Tesla energy should have been included as it will be big. So simply put ARK is assuming any new battery capacity will...

Lora Kolodny is on a streak! One FUD piece every other day.

Definitely worth an idea! The cost of semi is not big revenue generator. But operating / logistics can be one. Although it is a whole new business. Operating too many businesses has its own issue. Look at GE, overtime your focus dilutes.

Any chance hitting 750 this week?

Plaid+ delivery is mid 2022. That seems too far out, given some are suggesting tesla will have 4680 production capacity of 4.5gwh this year they may have more than sufficient orders.