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General Discussion: 2018 Investor Roundtable

Discussion in 'TSLA Investor Discussions' started by AudubonB, Dec 30, 2017.

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  1. AudubonB

    AudubonB Mild-mannered Moderator Lord Vetinari*

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    #1 AudubonB, Dec 30, 2017
    Last edited: Jan 1, 2018
    Welcome to the 2018 general discussion page. Doors open 1 January; until then please continue to use the hoary ol' 2017 thread....

    Update: its thread-name now begins with "General Discussion", which should lessen the frustration many had over the past year in posting to the wrong thread.
     
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  2. schonelucht

    schonelucht Active Member

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    To kick things off. Here is my watchlist for the next few months

    - continued model 3 production (vin regs, customers getting invited to configure and deliveries beyond California) 25k Model 3 for this quarter would be an excellent performance in my opinion
    - first full self driving feature. Autopilot seems to be approaching parity with v1, so time to focus on the next thing. Tesla lost a year of its head start on other manufacturers. It cannot slip another year.
    - availability of the solar roof. I don't really believe in this product but it is something that must come out eventually and tied into the Buffalo plant being productive
     
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  3. RobStark

    RobStark Well-Known Member

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    [​IMG]
     
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  4. lunitiks

    lunitiks ˭ ˭ ʽʽʽʽʽʽʽʽʽ ʭ ʼʼʼʼʼʼʼʼʼ ˭ ˭

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  5. SebastianR

    SebastianR Member

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    Happy New Year everyone - now that we have auto-sensing windshield wipers, what will be the next feature to bicker about for SA authors?

    In all seriousness - in retrospect I'm a bit disappointed with the competition in 2017. I see @RobStark 's picture of EV new arrivals but I don't fully believe it. Subjectively it seems to me that also in 2017 the can was kicked down the road further without any real action from the legacy car makers. I feel that allows Tesla much more room to manoeuvre...
     
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  6. mongo

    mongo Active Member

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    #6 mongo, Jan 1, 2018
    Last edited: Jan 1, 2018
    What was the image source?
    From Tesla.com:
    Model 3: 310 (4225 shown, SR?)
    Roadster: 620 (300 shown, should be over a chart width)
    S: 335 (255 shown)
    X: 295 (260 shown, more than S??)

    Edit:
    Sorry to start year negative, but must give thumbs down.
    Edit: also missing semi class at 500 miles
    Improved pre-coffee word choices.
     
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  7. lunitiks

    lunitiks ˭ ˭ ʽʽʽʽʽʽʽʽʽ ʭ ʼʼʼʼʼʼʼʼʼ ˭ ˭

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    #7 lunitiks, Jan 1, 2018
    Last edited: Jan 1, 2018
    No, auto rain-sensing wipers OTA is serious. First of all, this is an industry first - technology wise. No other car brand has production vehicles with vision-based rain sensing. Why is this big, except for the news itself? Because the capability can improve OTA! I literally hate my AP1 rain sensing feature. It wipes when I don't want it to, and vice versa. Hella crap. And I'm 100 % certain the FW/SW won't improve OTA.

    Second: It even gets me thinking about trading in my AP1 Model S for an AP2 car. AP2 cars have now practically reached parity with AP1 cars. Slight differences, yes, but there's no *important* missing features in AP2 anymore*. So when an OTA feature gets me thinking about buying a new car, I think it's big. Of course, I'm a nerd. So there's that.

    *Yes, there's no 'speed limit sign recognition', no animation of veichles in adjacent lanes unless you're using your blinkers etc. These are peanuts. Peanuts
     
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  8. davecolene0606

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    IMG_0819.PNG
    New Inventory on 1/1/2018, can't wait to see the quarter numbers.

    Fire Away!
     
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  9. davecolene0606

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    Perhaps if the chart showed the info segregated by actually available v "still an idea" and "prototype" it would be more representative of present reality and add a probability component.

    Was the source Kelly Blue book?:rolleyes:

    Fire Away!:)
     
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  10. scaesare

    scaesare Well-Known Member

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    Well. I felt like downvoting information that was passed on didn't seem right, so I gave it an "informational".

    That having been said, it appears that information is the aftermath of somebody's dream in graph form...
     
  11. bdy0627

    bdy0627 Active Member

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    Given the volumes expected by 2020, it seems to me it is pretty much Tesla vs China. The rest is mouse nuts, at least on a per-manufacturer basis. Tesla has its hands full with the Model 3 ramp right now, but I'm very interested in their factory plans moving forward. They are going to be quite constrained relatively soon.
     
  12. KLC13

    KLC13 Member

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    With inventory pretty much depleted, I'm seriously expecting some news of an interior and exterior refresh sometime this month... This will differentiate the MS/MX further
     
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  13. Lycanthrope

    Lycanthrope Active Member

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    #13 Lycanthrope, Jan 1, 2018
    Last edited: Jan 1, 2018
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  14. mongo

    mongo Active Member

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    Inventory is geo-locked based on your IP (nothing ever shows up here in Michigan). That said, I'm guessing inventory is low.
     
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  15. j0hn

    j0hn Member

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    Something interesting i found on facebook , ripped the video from FB and reposted on youtube because it is from a closed group and not everyone likes FB ;)

    video was posted 30th of december and shows 5 ! car carriers waiting to unload @ marina del rey delivery center while to lot is already overflowing with model 3's !
     
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  16. Gerardf

    Gerardf Active Member

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    Happy & profitable new year for everybody !
    2018 will be interesting starting right away this week with the total Q4 delivery and (hopefully) Model-3 production numbers.

    Thanks all for holding of buying more TSLA (and MMD & myusername for not covering :) ) a few days longer last week and thus keeping the SP relatively low until our tax date of 31-12. I promise to buy more TSLA from the tax saved in order to return the favor.

    It looks like we had a nice last for deliveries, Ok now for all to jump in tomorrow (or cover your short) before these numbers come out.
     
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  17. JRP3

    JRP3 Hyperactive Member

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  18. mrdoubleb

    mrdoubleb Active Member

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    The gentleman from the North who has posted this can probably share more, but I've seen this before and I think this is pre-roadster/semi event. If the S/X is off by that much, it may also be pre-100 pack.
     
  19. EinSV

    EinSV Active Member

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    Great read to kick off the New Year -- thanks for posting @Lycanthrope.

    I’ll add a bit more for those busy enjoying the holiday with family (or nursing a hangover ;)).

    “I was grateful to have the opportunity to participate in the film and contribute to its subject’s noble cause, but I couldn’t help contemplating that something greater was occurring in that fading sunlight. It was an intersection of the past and the future, one where an old-school driving enthusiast like me could experience what is clearly the future—and not have to relinquish the experience that I hold dear.”—Alex McCulloch
     
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  20. Wnuk

    Wnuk Member

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