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The model x is a brilliant piece of car engineering ,
I presume the falcon doors were developed
by the space x falcon engineering team.
The car manufacturing engineers are figuring out how
to assemble the car , and that is surely an iterative process,
as they calibrate the 500 robots and align the supply chain.
Given the complexity , the debugging process will take
months before they can let it rip. Its seems not to be
functioning yet, and that may weigh on deliveries
and in turn the stock price.
At this point we do not know how far in the manufacturing process
they are, and risk generally implies price concession, though
Eventually it will get debugged, and the deliveries
will gush.
any thoughts out there?
Smells to me like an institution (or multiple institutions) are running some VWAP buy orders today for large amounts of shares. Not sure if it would be an institutional short covering here or a long buying shares or more shares than they already have.This rise smells fishy to me.
From twitter
Who would have thought This is awesome!
From twitter
Who would have thought This is awesome!
This is good news, one bad view that could be taken from it is that many people were waiting to see the Model X and were not impressed enough so went with the S. It doesn't really matter as long as they are buying a Tesla.
Or they don't want to wait a year for a Tesla.
From twitter
Who would have thought This is awesome!
In this Article from Popular Mechanics they say, "The second-row seats in the Model X each float on a single beefy stanchion. Whether equipped with two or three seats in the second row, each chair can move fore/aft and adjust individually. The monopost design opens up under-seat storage for purses, laptop bags, and the like. While the second-row seats don't fold down, they do motor forward and tilt to open up enough rear cargo space to carry sheets of plywood, two-by-fours, or even a surfboard, a Tesla engineer reassured us."This does not surprise me at all. I have 2 possible explanations (both of which may be in effect) for this:
As the products are presently sold, Model S actually has more utility than Model X when it comes to hauling large items inside, while Model X is the better "people mover". With knowledge in head, people could feel confident in making a purchasing decision.
Another from twitter
Musk: gas-powered cars are on generation 20 - we're trying to get there $35k car) by generation 3. @TeslaMotors #InsideEnergy
Another from twitter
Musk: gas-powered cars are on generation 20 - we're trying to get there $35k car) by generation 3. @TeslaMotors #InsideEnergy