General Discussion: 2018 Investor Roundtable

[erthquake]

This is completely idiotic on the part of the California decision-makers at Tesla, who apparently can't read a map. More and more Long Island locations and nothing upstate?

Also there's no cap on service center locations, only on sales locations.

Tesla does not need any change in state law to build service centers upstate. And it's idiotic to have five locations downstate and nothing upstate.

Yeah, but how much of the financial community is upstate?

 

[sweter]

Best bit from Franz von Holzhausen's interview:

«From initial sketches to production launch was about two years.»

I'm no expert, but I bet other automakers err on the 5+ years.
If Tesla can keep this pace, I'm sleeping well for the next few years.

Yea, that quote surprised me as well. This would mean that they started working on initial sketches in July 2015 only to reveal it 8-9 months later. I'd assume then they are still in "initial sketches" phase for Model Y which would mean that *anything* that Elon has said about Model Y last year (length of cables, platform etc and things he then retracted) were pretty much just in his head.

Not saying it's good or bad, just an interesting tidbit.

 

[DaveT]

Yea, that quote surprised me as well. This would mean that they started working on initial sketches in July 2015 only to reveal it 8-9 months later. I'd assume then they are still in "initial sketches" phase for Model Y which would mean that *anything* that Elon has said about Model Y last year (length of cables, platform etc and things he then retracted) were pretty much just in his head.

Not saying it's good or bad, just an interesting tidbit.

I took his quote to mean 2 years from initial sketch to the reveal.

 

[Starno]

And again Falcon Heavy static fire delayed ....

 

[Keith S]

Just wanted to report my friend is picking up a model 3 today at Marina Del Ray, highest VIN seen at this location is 3,8xx

I know for a fact that cars on ebay were over like 4100...

 

[avoigt]

I know for a fact that cars on ebay were over like 4100...

#4748 is the highest seen (pic prove)

 

[JRP3]

Semi out in the wild

Tesla Semi spotted on public streets between Fremont factory and HQ

 

[Curt Renz]

MarketWatch - today: Ford shares sink to lowest level in nearly four months

 

[Reciprocity]

MarketWatch - today: Ford shares sink to lowest level in nearly four months

Wow, kinda weird for the company that is leading in Autonomous driving.

This Alex Roy is quickly becoming my favorite writer:

Who Is Really #1 In Self-Driving Cars?

Edit: Before Rob yells at me, my comment was sarcasm. I have no clue who is leading autonomous driving and no one else does either.

 

[elasalle]

#4748 is the highest seen (pic prove)

Is there really a pic for 4748?

 

[JRP3]

Is there really a pic for 4748?

Market Action: 2018 Investor Roundtable

 

[gene]

Just wanted to report my friend is picking up a model 3 today at Marina Del Ray, highest VIN seen at this location is 3,8xx

Just got VIN assignment for my Model 3 #2 (for son) at 39xx. My Model 3 #1 (delivered 12/29) is 23xx.

 

[erthquake]

Semi out in the wild

Tesla Semi spotted on public streets between Fremont factory and HQ

Anyone else notice the UPS sign on the curb at the left in the beginning of the video? Showing off for more sales, perhaps?

The video was shot in Sunnyvale at the intersection of Elko and Hammerwood. Right around the corner from their "super secret" office/warehouse and lot at Elko and Reamwood.

 

[scaesare]

It's not THE semi tho.

Double rear tires, no side skirts.

Could be largely the same just with some different options installed.

 

[erthquake]

It's not THE semi tho.

Double rear tires, no side skirts.

Could be largely the same just with some different options installed.

It's the smaller, dark one that was revealed alongside the full-sized white one.

 

[erthquake]

Anyone else notice the UPS sign on the curb at the left in the beginning of the video? Showing off for more sales, perhaps?

The video was shot in Sunnyvale at the intersection of Elko and Hammerwood. Right around the corner from their "super secret" office/warehouse and lot at Elko and Reamwood.

Also, the YouTube user that published the video, Brandon, Camargo, has a UPS badge for his profile pic.

 

[scaesare]

It's the smaller, dark one that was revealed alongside the full-sized white one.

Right you are. I didn't realize that one didn't have super singles in the rear, but it appears it did indeed have duals:

Thanks for the correction.

 

[Curt Renz]

CNBC - today:

 

[30seconds]

If anyone wants some afternoon (west Coast) comedy reading here’s an article on how the Leaf 2.0 will decimate the Model 3

Nissan Leaf Will Likely Wipeout Significant Part Of Model 3 Worldwide Demand - Tesla Motors (NASDAQ:TSLA) | Seeking Alpha

 

[Reciprocity]

If anyone wants some afternoon (west Coast) comedy reading here’s an article on how the Leaf 2.0 will decimate the Model 3

Nissan Leaf Will Likely Wipeout Significant Part Of Model 3 Worldwide Demand - Tesla Motors (NASDAQ:TSLA) | Seeking Alpha

I think the author might actually be blind. Maybe brail leaf is not ugly and brail model 3 is ugly.