From Anyone able to fact check / refute / confirm this tweet thread about paint shop? • r/teslamotorsLast I checked, Tesla uses BASF Cathoguard 800 paints which have extremely low VOCs.
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From Anyone able to fact check / refute / confirm this tweet thread about paint shop? • r/teslamotorsLast I checked, Tesla uses BASF Cathoguard 800 paints which have extremely low VOCs.
That would work out with a 11% annual return. Thing is, I and I'm sure many here are expecting that TSLA could easily exceed $3000 per share 10 years from now. In fact some see that as easily possible 5 years from now, I don't think that's completely far-fetched although less likely. If you've read about Elon's compensation package, you'll know that if TSLA isn't exceeding $3000 per share 10 years from now then he/Tesla has fallen well short of the targets laid out there.
I'm too old. but keep bidding!What I meant is we need a bidding war to start. The final price would be much higher because all the irrational negative sentiments would be replaced by positive ones. Will you take $1000 in three months or wait for a possible $3000 in 5-10 years?
England was blackened with coal, like nothing modern diesel would do. Look at the before thatcher London and the post 2000 London. No one here is pro diesel, but the coal fired world of pre 1945 is an order of magnitude filthier. Munich and Berlin can’t hold a smokestack to 1945 or even 1975 London. Google images of Trifalger square in 1900 and see it now. We have a lot of work to make our planet clean and healthy for 11 billion wealthy humans by the end of this century, but we’ve come farther than most people realize.Yea, because all the buildings in the major cities in places like Germany that were build post WWII have seen centuries of wood and coal smoke.
Up thread it was said that Tesla has ordered new paint systems from japan. It’s not know, I don’t think, if theses are repacking existing systems, supplementing or creating a new paint shop.My theory is that Tesla is capital constraint. If the SP is $1000 now, they can easily finance China and Euro GF in couple weeks so that their m3 will take most of the category market share in 1 year and shut the door for competition here for at least 3-5 years. Consecutively MY and pickup line would ramp up much faster and also dominate their space. Electrifying the transportation is an inevitable trend at this moment so the sooner you take the market share the less space your competition can breathe in terms of production with economic scale.
If one of the advantages Tesla has is the knowledge of how to build the machine that builds the machine. Then replicating that would of course be much cheaper than designing/building it the first time. This idea that car's built the old way have defects due to sloppy work should be dramatically reduced.
The old saying you don't want a car built on a Friday should no longer hold true.
You are right. But right now, Elon had to meet those short-term weekly production targets without alien dreadnought. This is the only way to stop the rampant "Tesla is going bankrupt" narrative from the shorts and media. There will be no long-term goal if Tesla cannot raise capital or be cashflow positive.I have a very unpopular opinion among bulls: I hate these short term weekly production targets. And I think they maybe hurting Tesla's long term goal, the alien.dreadnought.
GA2 *could* have contributed to the production, but it seems strange that it's barely been mentioned. It wasn't mentioned in the press release, and I remember it being said in late june somewhere that there were monitors on the line, displaying the production rate of GA3 and GA4 for the workers, with no mention of GA2. (Which at the time struck me as odd.) I don't think I've seen GA2 mentioned in any recent articles/tweets, based on leaks or otherwise.They said that GA4 was 20% of the weeks production, so it only produced 1,000 cars. So GA2/GA3 produced 4,000. They only mentioned GA3 for two things: comparing the quality of cars between GA3 and GA4, and that GA3 was expected to hit 5,000/week on its own soon. (So GA2 could have contributed to the 5,000 cars in the week.)
Plus, since they made Grohman exclusively Tesla, they keep gained knowledge in-house.
With 6000/wk planned for the end of August, I don't think we'll see GA2 start up this quarter. I'm guessing they'll do 5000/wk on GA3 and 1000/wk on GA4. Or maybe more like 4500/wk on GA3 and 1500/wk on GA4.Tesla said GA3 could make 5000 cars soon and GA4 is currently limited to 1000. Is there a secret plan to restart or rebuild GA2 with new automation and get to 10,000 sooner than expected? I even wondered if the Y could come out sooner and run off of GA2. Wouldn’t that be a burn?
By opening the configuration page at the end of June, Tesla secured millions in additional deposits (potentially $250million), which goes straight into their cash position. So I think the biggest effect will be to show that Q2's cash drain isn't going to be $1B (short's expectation). There might be enough to keep $2B in the bank. If so, then the death watch will have to roll their clock back past 2018. This puts serious doubt into a Tesla bankwuptcy thesis, especially if they can show Q2's per car loss being significantly less than Q1's (crimps the whole more-they-make-more-they-lose thesis).
Well, this is Germany. I would venture to guess that compliance with the rules in Berlin (i.e., park in designated places only, don't hog charging-capable parking spots, etc.) will be higher than in San Diego. Another thing is that this will be a manufacturer-run service. Higher scale, lower costs (in part because they are internal costs). Finally, that other such initiatives bombed (or most -- I don't know enough about this space) doesn't mean it cannot be made to work, even before full autonomy arrives. It sounds like a reasonable play to me; I wouldn't write it off just yet.
...Tesla bought GA in 2016 (late) so they could not involved to much in the TM3 lines equipment. I'm sure that TGA is now fully involved. Imagine impact on the Model Y line. I assume very quick rump up with all this knowledge and experience. What a year is coming.![]()
Elon Musk
Verified account
@elonmusk
3h3 hours ago
Replying to @S_Padival @lopezlinette
Sounds very sketchy if true. @lopezlinette, is it possible you’re serving as an inside trading source for one of Tesla’s biggest short-sellers? An ex-Tesla employee just went on record formally claiming you bribed him & he sent you valuable Tesla IP in exchange. Is this true?