General Discussion: 2018 Investor Roundtable

[Ulmo]

Good news: Tesla Model S & X sold in China will require a more premium price, making them more of a status symbol. Wealthy Chinese will seek them out more now. I hope Tesla can keep up with that demand. Hopefully it is not going to be outlandish or anything; Tesla's main focus right now is on Model 3.

 

[Krugerrand]

Tesla is opening Model 3 online configurator to everyone

Can someone explain this to me?

How is it that anyone can log on and configure their car, and yet they still have 400k+ reservations?

What is a "reservation" when anyone can walk up and order their car?

They only recently opened it up to all - which you know. They opened it up to be fair to all because as of July 1 they were changing to a $100/yr (first year free) for LTE connection - which you know. Even opening up to all, all does not include Europe or Asia or anywhere not on this continent and there are still limited configurations available leaving plenty in the reservation line - which you know.

That’s all the hand holding I’m doing for you because I don’t believe you are being sincere with your questions or why you are here on this forum.

 

[dc_h]

Cross posted

Linette Lopez is asking for feedback from people who know about model 3. Please help her; with irony.

Linette Lopez on Twitter

 

[MP3Mike]

Cross posted

Linette Lopez is asking for feedback from people who know about model 3. Please help her; with irony.

Linette Lopez on Twitter

Actually she is asking for people that know about a specific Model 3. (The one that was reported as broken down on the day it was delivered.)

 

[Unpilot]

Actually she is asking for people that know about a specific Model 3. (The one that was reported as broken down on the day it was delivered.)

Wow...I wonder why??

 

[MP3Mike]

Wow...I wonder why??

Why else, so she can do a hit piece on how unreliable the Model 3s are...

 

[Unpilot]

You might have your sarcasm filter dialed down a little.

 

[dc_h]

You might have your sarcasm filter dialed down a little.

Mine is set to 11.

 

[Todd Burch]

Cross posted

Linette Lopez is asking for feedback from people who know about model 3. Please help her; with irony.

Linette Lopez on Twitter

My contribution. The hashtag is my favorite.

P.S. I love you honey.

 

[30seconds]

The replies to her tweet are the result of Elon raising her profile

 

[ruralectric]

Cross posted

Linette Lopez is asking for feedback from people who know about model 3. Please help her; with irony.

Linette Lopez on Twitter

Damn that thread is hilarious. What a high class bunch of posters.

 

[winfield100]

Source? Is there somewhere that Tesla has commented on the regional breakdown of reservations? I've never seen that.

------------

Just went through some of the configuration flow (up to the point where I'd have to put $2500 as a nonrefundable deposit).

Estimated wait time was September, so that's not 3 months of production.

troll, going to ignore.

 

[pz1975]

Damn that thread is hilarious. What a high class bunch of posters.

Yes that thread is a must-read. Every single post is pro-Tesla/anti-Linette.

Linette Lopez on Twitter

 

[Unpilot]

I almost NEVER post on twitter but I did on that thread.

 

[Stretch2727]

The replies to her tweet are the result of Elon raising her profile

Tony on Twitter


Not normally a twitter poster....but my phone started going crazy with likes from this post a few minutes ago. Assumed something got her tweet attention.

 

[Boomer19]

so is catl the biggest competitor battery-wise at this time? or are they just making a lot of waves since their 50bb ipo a few weeks ago? does anyone know how their tech compares to the rest of the battery makers?

from electrek;
The total value of the contract is actually 4 billion euros ($4.7 billion), as confirmed by BMW today, for the next few years and the difference will be coming from CATL’s current factories in China.

The battery manufacturer currently has a 17.5 GWh production capacity which is quickly ramping up to 24 GWh with a new factory.

 

[ggr]

Mod: all posts about late base M3 moved to Late entry level M3 (out of general). Take any further discussion there. Anything here will be moved or more likely simply deleted. --ggr.

 

[Sean Wagner]

from electrek;
The total value of the contract is actually 4 billion euros ($4.7 billion), as confirmed by BMW today, for the next few years and the difference will be coming from CATL’s current factories in China.

The battery manufacturer currently has a 17.5 GWh production capacity which is quickly ramping up to 24 GWh with a new factory.

From a presentation by Jeff Dahn two or three years ago, he specifically mentioned CATL as a big competitor not to underestimate, and that they had 300 PhDs working on battery technology.

I sense a window of opportunity rapidly closing.

 

[HG Wells]

Anybody found a way to invest in CATL ?
I have 5% in BYD (90 % TSLA) and would like to put 5% into CATL.

 

[avoigt]

Cross posted

Linette Lopez is asking for feedback from people who know about model 3. Please help her; with irony.

Linette Lopez on Twitter

Quite some nice responses but cannot find anybody with a broken down car...

Will she ever realize that the enthusiasm and satisfaction of the 3 owners is overwhelming?


Jared Murray‏ @2LSmack
Replying to @lopezlinette

My model 3 was so broken at delivery that I placed a second reservation the same day I first drove it. Can’t wait to have the P version as well