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Although the SP suddenly dropped $3 ... , I am still happy (am I sure?). Well, at least I am happy that in two months I will see Youtube videos that show how Model defeat a Lamborghini.
Also I think the market overlook the effect of this upgrade. As many people said in this thread, some early adopter skipped P90D and were waiting for the next upgrade. Now it comes, and I believe the 200 per week productivity will be consumed up for the next 6 months.
Also I think the market overlook the effect of this upgrade. As many people said in this thread, some early adopter skipped P90D and were waiting for the next upgrade. Now it comes, and I believe the 200 per week productivity will be consumed up for the next 6 months.
Well it's still a 1% up day, hardly a disaster. I guess the earlier price was expecting magic posterior rabbits. 100 available now was the good news I wasn't allowing myself to hope for. Demand will be solved for a few quarters. The limited throughput is concerning, but nicely balanced by the nutty costing. Solves demand and gross margin in one stroke.
Gerardf
Active Member
2016: Tesla. 0-60 in 2.5 second.
Hmm, Porsche mission-e. 0-62mph in 3.5 seconds, available in 2020.
Urgent board meeting tomorrow in Germany.
Hmm, Porsche mission-e. 0-62mph in 3.5 seconds, available in 2020.
Urgent board meeting tomorrow in Germany.
sub
Active Member
Did I see they mentioned the ability to upgrade current battery to the 100?
larmor
Active Member
Market waiting for MB/Porsche/LeEtc car company to intro car with upgradable engine and gas tank to be released in 2030...
Sparky
Member
Agreed. Two bullet points that will resonate outside our Tesla bubble.
Quickest production car in the world.
315 mi range (for some reason, 300 mi is a magic number for many people).
So, I'm quite happy with this.
Plus, I bought some yesterday for 223.10 and set a limit sale after Elon's tweet for 227.95. Dumb luck.
MitchJi
Trying to learn kindness, patience & forgiveness
It is interesting that the new pack upgrade is $200/kWh for existing cars. This should confirm that Tesla's costs are well below that, for those that still quote inflated prices.
- July 2015, Tesla announced the 90KWh upgrade.
- Today, they announced 100KWh, an 11% increase in 13 months
mmd
Active Member
Not clear why they are saying this now. Didn't we see a cap raise just 2 months back? Can anyone explain this?
New Tesla Model S Now the Quickest Production Car in the World
New Tesla Model S Now the Quickest Production Car in the World
It's worth noting though that this is simply a change in pack layout to accommodate more cells - there is no change in cell chemistry or size, unlike the 85->90 upgrade. I imagine that newer cells will have to wait for the Gigafactory.
It's still true. The income from the higher end models is still completely necessary to fund the buildout for the production lines. Cap Raises only do so much, the S & X are still their bread and butter till the 3 gets rolling.
racer26
Active Member
Well, no; not exactly.
Its a $20k upgrade. They're going to take your P90D pack back and recycle it.
$10k on P90D orders in the pipeline, is $1000/kWh.
Looking at the design studio, it looks like they've taken away Ludicrous as an option on P90D. It was a $10k option.
Price delta between P90D and P100DL is $20k, so that also suggests a $1000/kWh cost to the customer.
I really don't understand what the market was hoping for. Like honestly.
MitchJi
Trying to learn kindness, patience & forgiveness
It's mentioned in one of the articles - I think Electrek, or perhaps the Verge.
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