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Sorry about the 25k car not coming soon but trying not to get too hung up on it. I think the new 'variants' are a net positive. They will revive growth and also, exciting to me, is they should include improved FSD hardware which will enable improvements in autonomy- maybe level 3.

On the last call Elon said the next gen car will begin production mid- 2025 with volume production 2026.

I think what is said about the next gen vehicle will be key. If they reiterate it is on track for 2nd half of 2025 I think we rally from here. If they are postponing it or are ambiguous about it, we resume the slide.

Upon further reflection I think it can't help but pass. If it didn't, Elon may step aside and no matter what you think of him, the stock will tank. If you are a large shareholder you are commiting suicide of your TSLA position with a 'no' vote.

I see the vote on the compensation package reinstatement as another risk factor. What will Elon do if he loses the vote?

Exact same here.

Thanks for the info. I hope they can find enough batteries for the 'model 2' from somewhere to keep the timeline intact for volume production in 2026 (or 2027.) I feel that Tesla will profit from the 25k car sooner than from robotaxis. I hope the plan is to make both simultaneously.

Does anyone know what the situation is with the Tesla and CATL partnership to make batteries in the US? This tweet by Troy is concerning. I know he gets a lot of criticism but he has been the best on the P&D #s and is generally credible I think:

You cut off the bottom of Sawyer's tweet that Elon reacted to:

I find this very hard to believe but the stock is reacting to it:

I don't see why many would buy the Model 3 even with the refresh in the US when it costs more than the Y after the tax rebate. Am I missing something? We have been lambasting Tesla for the super slow ramp of the refreshed 3 but are a significant number of people going to buy it anyway? I see...

Maybe car cameras should have something like our eyelids that can open and close to clean, de-ice and shade when needed.

One factor in the lowering of forecasted q1 deliveries is the apparently VERY slow ramp of the Fremont refreshed model 3. Considering how easy the transition was for Shanghai, I am wondering why the delay for Fremont. Could it be Tesla is figuring a way to make the refreshed 3 eligible in the...

I have been skeptical of the very positive reports until I saw this live drive in LA this afternoon I never believe anything from Whole Mars but once others started to show their videos like edgecase https://twitter.com/edgecase411 my interest was perked. I have now been monitoring the FSD...

Interview with Pierre Ferragu. I've only watched the first 10 minutes but it is very relevant content:

BYD has been doing this just as long as Tesla.

Did you check his post history? You are right, he also promotes Cruise and bashes Tesla's FSD.

You seem to only post here to promote BYD and I am skeptical of some of your claims but I am also a BYD fan. They are a competitor to Tesla but also a partner and they share the same goal of a clean, electric future. To use an inappropriate description, they seem to be firing on all cylinders...

The article says you can get either the beast mode or the AWD version. Both are +$20,000.The AWD version delivery window is December-March and the beastmode is early 2024 Tesla begins inviting customers to order $120K 'Foundation Series' Cybertrucks [Update] When you order a Foundation Series...

Steering will be by the touch screen.

Charlie Munger was the catalyst for the BYD investment as he bought into Wang Chuanfu 's vision back in 2008. Although he was renowned for his conservatism, he shared the same forward thinking ideas on sustainability many of us here invested in Tesla for. He was so excited about the prospects...

Thanks for the refresher. The battery day slide does suggest the next gen vehicle will use LFP. With that vehicle likely to outsell all the other Tesla vehicles combined and the seeming unlimited demand for LFP megapacks, should not Tesla consider making their own LFPs or at least partnering...

BYD chose to use LFP batteries from the start and Tesla now uses significant amounts of them. Do we know if the next gen vehicle plans on using LFP or 4680s? If we don't know, what are some guesses? Also, could Tesla make LFP 4680's?

He could consider a lease as my son is. For the base model 3 it is $329/mo with $4500 down. For a 2 year lease it is $250/mo with $4500 down. He will have to return it when the lease is up but prices will likely still be in today's range and lower when the Gen 3 arrives so hopefully he can buy a...

I believe Gen 3 is the most important thing on Tesla's horizon and I am excited that the first production of it will be in Austin but I haven't seen where Tesla has confirmed this and I don't read that in your quote. Did I miss Tesla saying this or is it mainly educated, high probability...

I think starting initial production of the next gen vehicle at Austin is the way to go also but did they confirm this would be the case? I wasn't clear on that.

That was my Say question but it is unfortunately already far down the list.

Yeah that XL1 is pretty boss. And the Insight was also ahead of its time. Future or past?

I thought it was was most relevant content relating to TSLA's investment prospects I have seen on here in a while.

I'm behind on the thread but this is well worth watching. He spends 10 minutes on TSLA starting at that 24.50. But even the first 24 minutes are worth watching as he explains why it is possible that a new bull market has begun. I worked at O'Neil for 30 years and the 'momentum' philosophy...

Sarah Palin or MTG

Futures open higher. Probably going to see a lot of volitilty though before the maket opens in the morning. https://www.cnbc.com/2023/03/12/stock-market-futures-open-to-close-news.html https://www.bloomberg.com/markets/stocks/futures

I appreciate your informative posts and they have me thinking. With storage going all LFP and Tesla vehicles increasingly so, does it make sense/is it possible for Tesla to manufacture their own LFP batteries? The presumed forthcoming cheaper Tesla vehicle will likely be LFP from what I gather...

In February Elon said the interior trim was the llimiting factor for the X. I'm guessing it still is. The higher prices along with the long wait times show low production is not due to low demand. As the demand for EVs in general grows I see the demand for the S & X growing resulting in...

Weekend off topic but heartening: Illia Ponomarenko Russia has completely failed to jam the Starlink connection used by the Azovstal garrison. They had stable internet access until the final hours of their presence at the plant. Russia’s super expensive radio-electric warfare tools couldn’t...

Wonder if Leo got a margin call. That would explain the the high volume and today's relative weakness. His plea to Tesla for a share buyback was an indication to me he might be in trouble.

I've got it! Transport a Prufrock to Ukraine then drill under the Russian troops into the plant.

Elon's speech to crowd:

Long range.

I ordered an X on December 9 2020 and finally got a VIN today. EDD is March 25-April 3. It is a 5 seater and up until recently the only X deliveries have been 6 seaters. Hopefully the X is ramping and can start to fulfill what must be a big backlog by now.

Just got a VIN for our 5 seater 7SAXCDE51NF33____. Ordered 12/7/2020 in Glendale (Los Angeles.) Blue/cream/fsd. EDD March 25- April 3. Our previous EDD was July (after about 6 pushbacks) but 2 weeks ago it updated to March. We were doubtful but then got the text to confirm we wanted to take it...

I ordered an X on December 7 2020 and the rep expected delivery before the end of the year. The refresh was announced and my expected date changed to Feb/March 2021. The date has been postponed about 5 times since and now reads as March 2022. Based on what I read on the X forum I am very...

I love Elon but I had to unfollow him on twitter because I can't bear to see any more of his antivax propaganda :confused:

Pretty sure Bill Wright's reply was sarcasm. Someone said Alex didn't believe they were 4680 and this was his response:

X looking like it is pushed further back. Per the X waiting room thread there are a lot of October/November new delivery dates and maybe a September: Refreshed "2021" Model X LR/Plaid waiting room https://www.teslarati.com/tesla-updates-model-x-refresh-delivery-timelines-october-2021/ I...

Ordered 12/7 in Los Angeles and I still have no delivery date. At this point hoping for August but expecting September.

Looking better now for launch today. They are fueling SN15,

May get the SN15 launch today: EDIT: vehicles now approaching which according to the hosts is not a good sign for it happening today.

Elon has said Berlin would be the first to use the structural battery pack. I think it has been presumed that this structural pack would be built around 4680 cells. We find in the call that it could be 12-18 months for the 4680's to be in volume production. If the 4680s are not ready by the time...