General Discussion: 2018 Investor Roundtable

[Reciprocity]

So if you buy a $100k-$200k Mission E it will be a bad experience for long road trips if you pay the equivalent of gas?

I read it was $83,000 here on this very forum. And way better then a model S supposedly. Wanting to make charging a profit center where the fuel costs as much as gas but takes 3x as long to fuel, even at 350kW. That's going to be a bad experience with no upside. People may have money to burn but time can be a lot more valuable. One of the main advantages of EVs is the cost of the fuel. I think Tesla should make supercharging a profit center, but at 1/2 or less the retail price of gas. The profits would go to expanding the network and improving the tech.

 

[RobStark]

I read it was $83,000 here on this very forum. And way better then a model S supposedly. Wanting to make charging a profit center where the fuel costs as much as gas but takes 3x as long to fuel, even at 350kW. That's going to be a bad experience with no upside. People may have money to burn but time can be a lot more valuable. One of the main advantages of EVs is the cost of the fuel. I think Tesla should make supercharging a profit center, but at 1/2 or less the retail price of gas. The profits would go to expanding the network and improving the tech.

You know very well 3x don't matter much to all but the most insane petrolheads and they ain't considering buying a Mission E.

You have cost savings from home charging.

And in Europe you won't get charged congested fees and you won't be banned from city centers.

In Cali you save time with white(red) HOV stickers.

BTW that $83k is like Tesla's $35k or $57.5k.

 

[schonelucht]

But I don't see what good it would do if it's confirmed to be a deception in just 10 days.

Then we'll hear (here and elsewhere) about how those registrations were not a promise of an increased ramp and there was in fact no deception.

 

[Mike Smith]

Tesla crash and fire. From the pictures the driver would be almost certainly dead if this was not a Tesla.

Tesla catches fire, driver seriously injured in Highway 101 crash

 

[Mike Smith]

VIN 132XX apparently just got assigned. This is starting to look a lot better.

 

[gene]

I have zero hard evidence. Just a gut hunch from 5 years successfully trading TSLA. It's just a feeling. There will be some sort of good news between close of market and open of market on Monday morning.

 

[replicant]

Tesla crash and fire. From the pictures the driver would be almost certainly dead if this was not a Tesla.

Tesla catches fire, driver seriously injured in Highway 101 crash

Did the front fall off? I always thought it was not supposed to fall off.

 

[Dennisj00]

Just made my down payment for tomorrow’s delivery at 10am. Six days less than 2 years of standing in line that Friday morning.

Probably more excited than when we picked up the S60.

 

[Mike Smith]

Did the front fall off? I always thought it was not supposed to fall off for a start.

It crumpled completely, saving the passenger's life. Any other car he'd have been crushed by the engine.

 

[Mateo7]

Getting my Model 3 in Santa Barbara tomorrow. It was originally scheduled for a few days later, but the delivery folks did some operational magic so I could pick up on Saturday, since they knew Saturday was my birthday. Yes, they wanted to give me a birthday surprise.

There is a *reason* this company has such a strong following.

 

[gene]

Getting my Model 3 in Santa Barbara tomorrow. It was originally scheduled for a few days later, but the delivery folks did some operational magic so I could pick up on Saturday, since they knew Saturday was my birthday. Yes, they wanted to give me a birthday surprise.

There is a *reason* this company has such a strong following.

Happy Birthday Matt! I look forward to see you cruising around in your new Model 3.

 

[jimmyjohn]

Tim Cook's ears are tingling.

I have zero hard evidence. Just a gut hunch from 5 years successfully trading TSLA. It's just a feeling. There will be some sort of good news between close of market and open of market on Monday morning.

 

[kbM3]

If the competition can build better cars, then more power to them, but I have my doubts. What I always come back to is... If they could build better cars, they would have by now.

It may be (probably is) true that they can’t build a better car, but they also have massive investments in ICE, so they could also just be dragging their feet.

 

[Drumheller]

Its clear to me that Porsche is not building the Mission-e as a serious vehicle:

Porsche says ‘Tesla’s Superchargers are not sustainable’, they will charge more for their own charging network

They seem to be wanting them not to sell. The main advantage is that they are cheaper to run. Certainly people can charge at home, but the experience no road trips will be bad.

Last I read, Porsche is building their chargers at their dealerships. Which makes it useless. Why bother at all?

 

[Spidy]

Last I read, Porsche is building their chargers at their dealerships. Which makes it useless. Why bother at all?

They have Ionity and Electrify America for long distance travel.

The Turbochargers at dealerships are mainly intended to quickly charge the cars between test drivers or to troubleshoot charging issues.

 

[Mkorpal]

VIN 132XX apparently just got assigned. This is starting to look a lot better.

I've gone from extremely pessimistic to moderately optimistic in just a few days. High VIN assignments, what looked to be a large configuration invite, and another large VIN registration. Well, now I don't know what to do. buy at $300 to give it a shot or just let it ride? Leaning towards buying and taking a shot at this.

 

[Reciprocity]

Last I read, Porsche is building their chargers at their dealerships. Which makes it useless. Why bother at all?

It's almost like they don't want people to really want them. Let's see how it finally turns out. The show car is sexy as hell, if final car is close to that.. Then they want people to want it. If it looks like a budget panamera, then nah.

 

[Iceman]

I've gone from extremely pessimistic to moderately optimistic in just a few days. High VIN assignments, what looked to be a large configuration invite, and another large VIN registration. Well, now I don't know what to do. buy at $300 to give it a shot or just let it ride? Leaning towards buying and taking a shot at this.

How long can you be if need be?

 

[sweter]

View attachment 288551

IMO this is super lame.

Did Elon Musk just:

a) admitted he has no idea about his company's marketing strategy
b) publicly called his social media/marketing department/employees lame?

Without wanting to go off topic, this whole FB thing is blown out of proportion and is super old news. If people weren't aware of privacy issues on the Internet until now, well then, they weren't paying attention. Snowden years ago should have made everyone super cautious.

IMO reacting by deleting your company's FB account is equal to sending "thoughts and prayers" on Twitter. Just makes you feel good about yourself, but doesn't achieve anything at all (or in this case might actually hurt in long term).

 

[Dennisj00]

Bummer, just got a NV call that our 3 is on a truck in SW Ga. (weather delay) and she’s rescheduling delivery to earliest slot Monday or Tuesday.

Didn’t ask the questions I wanted to but she was covered up!