Looks like from this thread that 75 kwh is already built in to 70kwh Model S's, upgradeable by firmware upgrade for $3250. That would indeed increase their GM.
Slipping Delivery Dates for Model S
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Looks like from this thread that 75 kwh is already built in to 70kwh Model S's, upgradeable by firmware upgrade for $3250. That would indeed increase their GM.
Slipping Delivery Dates for Model S
Krugerrand
Meow
I agree. Hmm...does that mean we also need an agree button?
Ulmo
Active Member
FredLambert
Member
Regarding the earlier report of new Autopilot hardware and pedestrian alert. It is downgraded to "unlikely".
Report: Tesla to introduce new Autopilot hardware and pedestrian alert to the Model S [Update: unlikely]
Report: Tesla to introduce new Autopilot hardware and pedestrian alert to the Model S [Update: unlikely]
Ohhh. That's a pity. Well it will show up anyway before too long. Either way this not a focus for short term SP movement. Mostly I am excited about this as a consumer because I want a Tesla with that stuff on it although I have to say I would prefer it listened for audible signs of pedestrians rather than making warning sounds besides hitting the horn if necessary.
Krugerrand
Meow
In other words (to simplify the fanciness of Julian's post - I like it, but it can be hard for some to understand), the white swan event that Julian suggested (or some form of it) has a real chance of coming true based on the fact that Tesla has already put it out there about the importance of the China market and wanting to build cars there in the foreseeable future. While your black swan event has less than zero chance of happening based on the fact that Elon has been very explicit about his intentions. He's not leaving Tesla to its own devices, ever. He may leave the CEO position once the ultimate goal is well-established, but not being around at all doesn't happen until he's on his way to Mars to finish out his life.
Gerasimental
Member
Shocked by how little attention/discussion the energy conference at the Tesla factory is receiving.
Just seen a post on Twitter mentioning 430k Model 3 reservations. Didn't give a source, but could be from the conference?
Bloomberg also just posted this article about US deliveries of Powerwalls starting up:
Tesla Powerwalls for Home Energy Storage Are Hitting U.S. Market
The Blue Owl
Endangerous Herbivore
An informative article, free of innuendo. On Bloomberg. What is the world coming to?
If truck and SUV sales are at record highs, the value of and demand for gold ZEV credits should also be very high. Right?
How is the market going to react when it realizes that the S/X have reached the end of demand growth?
JRP3
Hyperactive Member
I should of said "consumer demand growth". I think that Tesla can always make a fleet sale of Model X to Uber/lyft type service. This type of sale would be an excellent promotion to show off the vehicle in upscale markets.
But I think there is a risk in perception in demand slacking between now and the Model 3 release. Tesla sells a boatload of M/X each quarter. But the market expects more and more.
I do expect sweeteners like the 100kwh pack. I also expect Musk to increasingly bring attention back to Tesla Energy. But I'm not sure anything but booming M/X sales between now and the M3 release will keep the market happy.
Tesla configured the MX for China. China is disappointing.
RAM_Eh
Member
Gerasimental
Member
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