random chitchat

[EchoDelta]

I got the distinct impression back in the day that the ability of a fair number of Model 3 reservations to buy the car is tied to the Tesla stock price

Double-bet enthusiasts have all my support and I'm sure the group can empathize with the anxiety of those in that position.

To me, this is a transformative point in the (short) history of human transport, that is exciting to be living through, and be invested in. Seeing higher VINs is a spectator catching a glimpse at that magic unfolding.
I know "they got this" but for those that feel the urge to do more than spectate, not sure what we can do to make it a tad faster at this stage? a big pizza delivery event by TMC to the folks @ Fremont and G1? Buy as much stock as one can? Volunteer to valet park workers' cars at their parking lot?
/ot..moar vins.

 

[Garlan Garner]

If your method of monitoring your stock portfolio is going onto the various websites and decrying their shortcomings in your eyes then you probably need to take a step back or find a new way to invest your money.

Tesla has always done business this way, they rarely release any data except during the quarterly reports, the only day to day communications are the tweets from Elon. Anyone who has invested any sum of money in them should have done their research and have known what the expectations were. So, you either didn't do your research and are now blaming Tesla for not living up to your expectations or you did do your research and are now blaming Tesla for not living up to your expectations .... either way, the problem is yours not theirs. If they fall short in their estimates you have every right to be upset and post what you want to, I'll suggest that you do it in the investor forums though.

Are you listening at all? Tesla has NOT always done this. They have always been very vocal. Elon went on tweet storms for both the Model S and X during their productions...whether good or bad. So this is NOT bau for Tesla. If this is a new approach to be like other manufactures....then fine.

Tesla made announcements about the ramp. No one forced them. Why is it wrong to hold them accountable to their own words?

Going to pass on AWD to get my Model 3 sooner, anyone else doing the same?

 

[smak]

Are you listening at all?

Tesla made announcements about the ramp. No one forced them. Why is it wrong to hold them accountable to their own words?

Going to pass on AWD to get my Model 3 sooner, anyone else doing the same?

You're going to hold them accountable by doing what exactly?

 

[Garlan Garner]

A small clarification regarding your stated belief that most people here aren't concerned because they don't own 125 shares, like you do.

A LOT of people here own thousands and far in excess of thousands of shares. And those people are not the ones wringing their hands re production ramp. (fyi - I'm thrilled you're a shareholder, it's an exciting stock to own.) Unless you're a day trader, the bumps in the road are just little bumps. The road is still in place and we're all going down that road. Maybe a little early, maybe on time, maybe a little late. But we'll get to where we're going.

Production doesn't respond to complaining on an internet forum. It's hard work ramping up. What people have to say online is, well, immaterial to production. No one wants to be at full ramp more than every single person at Tesla. No one is reading an online forum and smacking themselves in the forehead, saying, 'Oh HEY! Whaddaya say, guys?? Let's ramp!.' Pictures and VINS are fun to have while we're waiting. But again, immaterial.

I know nothing said here will change your certainty that Tesla is dropping the ball. I'm saying better learn to breathe. New production is an exciting time - it's where all the rough edges get identified and resolved. It's prob one of my favorite times in a product lifecycle.

That's just not true. Find me someone in here that has thousands of share waiting for a model 3.

Either way. Tesla made the RAMP statement. Not me nor anyone in here. Why not hold them accountable to THEIR OWN words? Whats illegal about that?

 

[Garlan Garner]

You're going to hold them accountable by doing what exactly?

Just what I'm doing. Stating that they haven't been accountable to their own statements. Nothing illegal or immoral or that violates forum rules is it?

This lack of ramp could indeed be why my estimated delivery for AWD has moved back by a few months ( a year out now ) as others have also. Going to pass on AWD to get my Model 3 sooner, anyone else doing the same?

 

[bonnie]

That's just not true. Find me someone in here that has thousands of share waiting for a model 3.

Either way. Tesla made the RAMP statement. Not me nor anyone in here. Why not hold them accountable to THEIR OWN words? Whats illegal about that?

Haha. I'm not a liar. There are plenty of people here with thousands of shares, waiting on Model 3 reservations. Many people on this forum bought in in the high 20s, low 30s. And a lot have been waiting on the Model 3.

Did someone here say it was illegal to discuss the ramp? What's with all the drama? I just happen to disagree that venting on a forum is not 'holding them accountable'. It does zero good and has zero impact on the production ramp. That was what I was trying to explain (and obviously failed).

 

[anonim1979]

Beside that 310 (that might be a SOP car sold to employee) this is probably the highest now?

Just witnessed vin 259 get delivered to an employee in Austin, TX.

Drove by on a whim and saw they were delivering. Employees let me in and we were all geeking out over it.

They said it was one of the very first delivered outside California.

Pic from delivery in Austin that I saw.

 

[SlicedBr3ad]

I suspect that we give EM the benefit of the doubt, which would mean hitting 1,500 car rate by end of September?

1500 cars delivered in q3. Stop it with the rate. If there are no cars beyond vin 3xx, I'm highly sceptical 1500 will happen but at the same time in really hopeful they do deliver cause my car will be so much closer.

 

[Garlan Garner]

Haha. I'm not a liar. There are plenty of people here with thousands of shares, waiting on Model 3 reservations. Many people on this forum bought in in the high 20s, low 30s. And a lot have been waiting on the Model 3.

Did someone here say it was illegal to discuss the ramp? What's with all the drama? I just happen to disagree that venting on a forum is not 'holding them accountable'. It does zero good and has zero impact on the production ramp. That was what I was trying to explain (and obviously failed).

I still don't believe it. People with model S money waiting for a 3. Thousands of shares is coming in at least $750K. Ok maybe they want one as a play toy or something. lol

As I said before.....there are many threads here that have made a significant difference to sites like Electrek and Teslarati which someone at Tesla reads.
For example the Model S software throttling issue came from a thread here to Electrek which was read by JB Strobel at Tesla and they made a change to not throttle anything.
The Model X Christmas display was birthed by someone on a thread on this forum.
The problem with the bolts on the Model X seats generated a free fix for all Model X owners from a thread according to a tweet from Elon himself a long time ago.
And many others...........
So just as many folks tried to tell the above thread folks that "its not Teslas fault and Tesla isn't going to do anything about it and you are waisting your time...." They made a difference.

If this thread does not make a difference in letting Tesla know the frustration some have with is non-existent self proclaimed ramp..then....oh well. There are those who are commenting that they like my comments in PM's and by clicking on my posts with the like button. So some don't like my comments and some do. Oh well.

 

[woof]

That's just not true. Find me someone in here that has thousands of share waiting for a model 3.

Hi!

I still don't believe it. People with model S money waiting for a 3. Thousands of shares is coming in at least $750K. Ok maybe they want one as a play toy or something. lol

Or, maybe they find the Model S too big? Maybe their other EV is about to be returned on lease, and they want something with over 200 mile range that isn't a Bolt? Maybe, just maybe, they like the style of the Model 3, or the mission of Tesla, or a zillion other reasons to choose one car over the other. Don't see what number of shares of TSLA has to do with it.

 

[Lump]

@Garlan Garner My initial TSLA purchase were the $30's, Model S owner with 2 M3 reservations who is a very active trader\investor, I actually traded TSLA this week & again today with concerns of lack of VIN'S, I know one other TMCer with pretty much identical situation & trading.

 

[Garlan Garner]

@Garlan Garner My initial TSLA purchase were the $30's, Model S owner with 2 M3 reservations who is a very active trader\investor, I actually traded TSLA this week & again today with concerns of lack of VIN'S, I know one other TMCer with pretty much identical situation & trading.

whoa...hold on.

I've made no comments about active traders or active investors.

 

[Garlan Garner]

Hi!


Or, maybe they find the Model S too big? Maybe their other EV is about to be returned on lease, and they want something with over 200 mile range that isn't a Bolt? Maybe, just maybe, they like the style of the Model 3, or the mission of Tesla, or a zillion other reasons to choose one car over the other. Don't see what number of shares of TSLA has to do with it.

I believe there is a distinct difference in urgency the more you stand to lose. That's just logical.

Most things I don't have an investment in causes me to have a much more casual view on either side of the coin, however the more I stand to lose.....the more invested I am in the topic.

 

[run-the-joules]

I still don't believe it. People with model S money waiting for a 3.

We exist. If I wanted a model s, I would have bought one. Tried to convince myself I wanted it, test drove several times including taking one for a few days. In the end I didn’t think it was the right car for me for a long list of reasons, so I’m waiting.

Doesn’t matter how much you can AFFORD to spend on a car, if the expensive one isn’t the one you want.

 

[Garlan Garner]

We exist. If I wanted a model s, I would have bought one. Tried to convince myself I wanted it, test drove several times including taking one for a few days. In the end I didn’t think it was the right car for me for a long list of reasons, so I’m waiting.

Doesn’t matter how much you can AFFORD to spend on a car, if the expensive one isn’t the one you want.

You own 1000's of Tesla stock? That's who my comments are about.

 

[run-the-joules]

You own 1000's of Tesla stock? That's who my comments are about.

Not specifically, no. Though were that my investing strategy it could be the case.

 

[Garlan Garner]

Not specifically, no. Though were that my investing strategy it could be the case.

ok thanks. lets get back on topic.

 

[run-the-joules]

ok thanks. lets get back on topic.

I'd actually like to flesh this out a bit more.

Is your belief that there are no high net worth individuals who are choosing not to buy an S and instead want a 3, or specifically that there are no persons with high net worth AND multiple thousands of shares of TSLA stock AND who are choosing to buy a 3 over an S? If it's the latter, the wording wasn't great but I can't really contest it. If it's the former, it's clearly wrong.

(Edited for better wording and clarity on my part. Don't cook and post…)

 

[SteveG3]

You own 1000's of Tesla stock? That's who my comments are about.

Hi. Yes, I'm with such a person now. PM sent.

 

[Garlan Garner]

I'd actually like to flesh this out a bit more.

Is your belief that there are no high net worth individuals who are choosing not to buy an S and instead want a 3, or specifically that there are no persons with high net worth AND multiple thousands of shares of TSLA stock AND who are choosing to buy a 3 over an S? If it's the latter, the wording wasn't great but I can't really contest it. If it's the former, it's clearly wrong.

(Edited for better wording and clarity on my part. Don't cook and post…)

I'm not sure what you are saying here.

Someone earlier said that there were folks on here who own 1000's of shares of Tesla stock waiting for a model 3. I just said that I don't believe it.

If so...they should also be really concerned about the lack of VIN's that WILL drive down the stock if Tesla keeps missing its own promises. Unless they just don't care about $800k in stock.

Down 4.2% today 15 points. I suppose that's only a $33,000 ( the price of a model 3 ) loss for the 2000 stock share holders.