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General Discussion: 2018 Investor Roundtable

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AudubonB

One can NOT induce accuracy via precision!
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Mar 24, 2013
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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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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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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...
 
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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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 -
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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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.
 
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.
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.
 

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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