2017 Investor Roundtable:General Discussion

[Reciprocity]

Tesla Model S Crushes Large Luxury Car Competition (H1 2017 US Sales)

Nice find but the author cherry picks the competition a bit, specifically leaving off Q7 and Range Rover vs the X. What's most interesting to me is the analysis of the model X. If you look at the total sold for SUV and compare that to the large sedans, even without many popular lux models, you see large SUVs in the US are easily double that of sedans.

Having driven what I believe is the new drive unit with faster 0-60 today, it's amazing. Same X75D is way more responsive and fun to drive. Didn't expect to notice a real difference but it responds like an S90D I drove a couple of weeks ago. Pretty amazing for only 7 months of time between the new x and mine.

Model X just talked got the loaner and demo fleet and stores. I expect it to take off the next 12 months and should double model S every quarter at some point.

 

[Reciprocity]

Dumbass Toyota exec. He hasn't bothered to calculate gas v. electric prices...
$2/gallon / 25 mpg = 8 cents / mile.
12 cents / kwh * .380 kwh/mile (Model X) = 4.6 cents / mile.
Gas isn't cheap. If gas were $1/gallon then maybe he wouldn't have to worry.

Yeah but but you can make gas on your roof right?

 

[Intl Professor]

Yeah but but you can make gas on your roof right?

I can make gas anywhere. Oh, now I get it.

 

[supratachophobia]

FWIW the accessory failures were generally from the "first generation" parts. I've had practically all of them replaced (most of them at the first annual service) and haven't had any problems with the replacement parts.

7 door handles on a late 2014 S and 3 thus far on a pre-refresh 2016..... So I envy you.

Edit: I will say that the latest handle on the 2016 was the wire slack adjustment for one of the microswitches, so not a whole handle was required. However, I was under the impression this had been addressed at the production level at least a year ago. Then of course the flip flip side is how many drive units replacements have you seen or heard about on all wheel drive cars recently? (two maybe? And I'm on here and /r/Teslamotors multiple times per day)

 

[eloder]

South Australia to announce Tesla as backer of world's largest battery

Time for a bounceback combined with Model 3 SN1 pics?

 

[omarsultan]

Toyota's CEO Just Revealed Why He's Not Losing Sleep Over Tesla's Model 3

These are always so dumb--what else can he say--yeah, while we are chasing hydrogen unicorns, Tesla is delivering a car people actually want to be seen in?

 

[geneclean55]

Its official

 

[geneclean55]

 

[EinSV]

South Australia to announce Tesla as backer of world's largest battery

Time for a bounceback combined with Model 3 SN1 pics?

Fantastic! It's about time!!

 

[geneclean55]

^ I knew this was coming. Ugh so close to buying at the lows today... but held off.

 

[Reciprocity]

I can make gas anywhere. Oh, now I get it.

TMI... Seriously this is a family forum.

 

[EinSV]

^ I knew this was coming. Ugh so close to buying at the lows today... but held off.

No kidding. I put in a series of orders for J19 450s this morning that no one bit on and the day got away from me. Congrats to those who caught the dip!

 

[omarsultan]

Dumbass Toyota exec. He hasn't bothered to calculate gas v. electric prices...
$2/gallon / 25 mpg = 8 cents / mile.
12 cents / kwh * .380 kwh/mile (Model X) = 4.6 cents / mile.
Gas isn't cheap. If gas were $1/gallon then maybe he wouldn't have to worry

Its probably worse than than, the national average is $2.20/gal and most folks probably have a EV or TOU rate lower the the $0.12/kWh. Around here gas is ~$2.50 and I pay $0.06/kWh off-peak.

The thing is, though, people are not used to doing this kind of math--they need to be educated.

 

[SPadival]

SA to get Elon to build battery storage.. Woo hoo

 

[supratachophobia]

So yeah, this is happening now South Australia announces Tesla as backer of world's largest battery

 

[Fallenone]

So the battery part of the SA deal is approximately the combination of Tesla's previous two largest projects combined. Not sure if they will also provide the solar panels?

Edit: OK, solar provided by another company. Only the batteries for Tesla.

 

[techmaven]

I am amazed by the combined media attack. All timed together across multiple media outlets. Very interesting.

 

[Reciprocity]

Its probably worse than than, the national average is $2.20/gal and most folks probably have a EV or TOU rate lower the the $0.12/kWh. Around here gas is ~$2.50 and I pay $0.06/kWh off-peak.

The thing is, though, people are not used to doing this kind of math--they need to be educated.

Here is the bath that even the non educated, like me, will understand:

First electric car! Model 3 - $400 a month on gas + $150 electricity + solar - $250 electricity = woohoo!

 

[erthquake]

Yeah, so um, maybe that Model 3 SN1 tweet isn't so critical tomorrow

Tesla Powerpack to Enable Large Scale Sustainable Energy to South Australia

 

[baudwalk]

This ought to attract the attention of the market analysts. Breaking news now. 100 megawatt battery.

south australia and elon musk - Google Search

SA to get world's biggest lithium ion battery in 'historic' deal with Elon Musk

South Australia teams with Tesla, Neoen to build world's biggest lithium ion battery in bid to secure power