2017 Investor Roundtable:General Discussion

[NicoV]

CNBC video with Spiegel

Wow. Glad I saw that video.

 

[dirtyofries]

Here we go!

 

[FANGO]

Some guy on CNBC (don't know his name) says that demand is stalling, and that the Bolt is outselling the Model S (?!).

If this is even true (seems based on insideEVs monthly sales numbers, which of course are estimates, US-only, and always lower in the first month of a quarter), I wonder why a car with ASP ~40k might outsell a car with ASP ~90k? Gee I just can't figure it out.

 

[Johan]

CNBC video with Spiegel

Why would CNBC have Spiegl on? He was taken to school by Albertine. Wow. It's like having a 4th grader debate a college professor.

 

[Oil4AsphaultOnly]

NOOO!!! Wheeler's leaving!!

Plus side is that Deepak's back, which confirms that he was just taking time off.

 

[dirtyofries]

Why would CNBC have Spiegl on? He was taken to school by Albertine. Wow. It's like having a 4th grader debate a college professor.

They had to have a 'worst haircut'.

 

[KLC13]

Spiegel has been incredibly quiet in the last one hour. All he's done is retweet his friends like Paulos and Skeptik... He's been an integral part of the $TSLA story, I would hate to see anything happening to him. I sometimes worry about him..no seriously.

Here comes a tweet about CFO...Its alright guys, he is normal

 

[Zaxxon]

Wow, did not expect Wheeler to be out.

 

[SD_Engnr]

Interesting news about Wheeler!

 

[MartinAustin]

(as sung by Elvis)

Deepak Ahuja, he's my baby....
Deepak Ahuja, I don't mean maybe...

 

[aubreymcfato]

@moe.salih did you update also the Date column in your Tesla Energy Projects sheet? Kauai is counted in Q4, for example.

 

[Leo9]

Mars? Really?

 

[tinm]

I always figured Wheeler wouldn't last. Probably the Google DNA.

 

[MartinAustin]

I knew Tesla would get into auto insurance. Makes a lot of sense considering the lower chance of accidents in a Tesla vs. existing insurance companies' desire to continue making fat profits (and not lower premiums that much).

Continues to show how Tesla is willing to disrupt any number of businesses. What other auto manufacturer offers insurance policies on its own cars?

 

[MP3Mike]

Did I hear correctly that the Model 3 has 1/6 of the wiring that a Model S does? (0.5km vs. 3km)

 

[SD_Engnr]

Did I hear correctly that the Model 3 has 1/6 of the wiring that a Model S does? (0.5km vs. 3km)

I heard 1km?

 

[LargeHamCollider]

Did I hear correctly that the Model 3 has 1/6 of the wiring that a Model S does? (0.5km vs. 3km)

1.5km vs. 3km is what I heard.
So did your Moderator

 

[Johan]

I knew Tesla would get into auto insurance. Makes a lot of sense considering the lower chance of accidents in a Tesla vs. existing insurance companies' desire to continue making fat profits (and not lower premiums that much).

Continues to show how Tesla is willing to disrupt any number of businesses. What other auto manufacturer offers insurance policies on its own cars?

Volvo has been doing this for ages.

That said, I like how Tesla could just take the profit from under the nose of all these middle men: dealers, mechanics, insurers, fuel suppliers, software providers, chip manufacturers, battery makers. It seems their motto is "if it can be taken in house we'll take it in house". Tesla Inc. will be an absolute behemoth.

 

[The Blue Owl]

1.5km vs. 3km is what I heard.

Same here.

 

[Dynastar]

Do these conference calls take place in a conference room with a speaker phone in the middle of the table? Better audio quality sure would be nice (and seems simple to accomplish....)