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I think you just described this forum for the last five days.
sundaymorning
Active Member
I meant 90. Tesla no "D" no "P", just plain Jane 90. Tesla is pumping them out of the factory within 4 weeks of you order one today.
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And .... The flight attendants have finally had enough and those bratty kids have been escorted off the plane.
The passengers cheer wildly, order a cocktail and sit back to enjoy the rest of the flight.
stoebs
Member
I didn't think there was such a thing as a Model X 90...pretty sure they only come with Dual motor, which makes them 90D.
edit...Model X tracker now shows that there are some 75D with VIN assignments now, so things do seem to be moving along...
sundaymorning
Active Member
I could be wrong but I was told that they ordered a very basic 90 without the D. But yes, this is a source that I am confident in. There is a super charger around my area and I see a variety of X every time I drive by. Speaking to some of the owners, they acknowledge early teething issues for earlier models, but Tesla rectified them and they are happy with their baby.
Suggest looking to the Model 3 Pt. 2 unveil for this to positively affect the stock price. Too early for the market to attach value to what this means in favor of more mundane things like short term business fundamentals and reassurances of Model 3 production capacity timeline remaining on target.
Expect M3P2 will attach the value by showing what it means to productize a massive lead in autonomy. Expect to see a fully retracting steering column etc that will blow minds with implications. Just not yet.
The problem with an alliance is that uber approached Tesla, Tesla gave them the finger. Given the massive demand of customers with cash in hand / outside financing, I'm not certain how much we would want to finance the vehicles, though doing so by garnishing uber wages is fairly attractive.
Note also GM partnering in Lyft and similar initiatives by Ford and others.
For large OEMs ride sharing is effectively a combination of going after margins in the taxi replacement market and preparing to beat a retreat from margin pressure in traditional vehicle sales into a quasi leasing model - while essentially pushing residual risk downstream by a few years.
Tesla will (and was always) more likely replace Uber than to partner with it. Next level ride sharing has low energy, low maintenance and low amortization cost per mile and requires an OTA connected fleet - not just for hailing but for constant maintenance, asset tracking and overall status supervision. This means Autonomous EVs with their own charging and service network.
Tesla has all that and Uber has none of it. OTA App hailing and billing is trivial by comparison and Uber's entire driver trust network and compensation system is irrelevant to an autonomous fleet.
As for Uber's valuation, this is predicated upon drivers bringing the capital hardware to work so Uber makes wild turnovers and potentially wild profits on capital assets it never had to buy via running an Internet business little different from eBay. All thst changes if Uber has to start buying depreciating hardware from third parties like Toyota or worse still setting up shop to chase Tesla designing and making cars from a standing start. This before the thorny issue of trying to replace the drivers that built the business with autonomous vehicles.
It would seem more likely that making more Tesla vehicles or adding compatible vehicles to Tesla's OTA fleet operations would be the outcome that prevails over the attempt to pivot Uber from a BYOD labor exchange to a genuine hardware as a service company which Tesla is significantly better prepared for.
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sundaymorning
Active Member
Look at this, new home sales jump 16.6% in the US. Highest level since 2008, Asian market up with Japan leading the way with a 250 point gain.
Asia markets climb after strong US housing data; HSI and Nikkei lead gains
Asia markets climb after strong US housing data; HSI and Nikkei lead gains
sundaymorning
Active Member
90% of Texas republicans now endorse direct Tesla sales model? What has the world come to? I'm assuming popularity of M3 demand pushed these pubs over the edge.
90% Of Texas Republican Delegates Support Tesla Direct Sales
90% Of Texas Republican Delegates Support Tesla Direct Sales
RobStark
Well-Known Member
This is nothing new. And is not "Republicans" but mostly rank and file Republican party activist plus some elected officials(likely most of the 10%ers) and paid party bureaucrats that are delegates to the Texas Republican State convention. When the spat hit the national media ~18 months ago National Review,most conservative journals of opinion and party activist sided with Tesla on free market capitalist grounds.
It is Republican officials that are almost completely dependent on the entrenched status quo business community for campaign finance support that block Tesla. With free labor from a dwindling Religious Right fading money from businessmen is even more important to elected Republican officials.
Democrats have a much more diversified base of support and can generally screw over a particular business interest on principle from time to time. But there are also many Democrats siding with Franchised Dealers against Tesla; see Connecticut and New York for example.
BTW Every poll of Democrats, Republicans or Americans generally show over 90% support for Tesla sales model. That is not the problem. The problem is State Legislatures and Governors that get contributions/bribes from Franchised Dealers. The one exception might be Michigan where people might see this as a Detroit vs Silicon Valley spat.
While inflight? A bit harsh isn't it? ;-)
Had a chat with a Tesla sales staff in Denmark. They had the new Model S refresh in store and she told me they where getting 178wh/km while highway driving. According to her mostly because of improved battery chemistry.
They where expecting Model X in store "soon" as in summer and also shipping for model x preorders at that time.
She said model x production was at a very good pace now.
Final bit - she said they had 1 model X in Denmark atm. that would be at a racetrack event/show in the coming month (jyllandsringen).
They where expecting Model X in store "soon" as in summer and also shipping for model x preorders at that time.
She said model x production was at a very good pace now.
Final bit - she said they had 1 model X in Denmark atm. that would be at a racetrack event/show in the coming month (jyllandsringen).
I think me might get a good dose of help from Macro, at the right time. The guy who is usually all about gloom and doom, Gartman, says 'Run for cover’ if you’re short on markets:
"Anybody who's short — and there are a lot of smart people who are in fact heavily short — they have to run for cover, and I think it could get ugly."
To continue the potential good 'macro' news: Greece and IMF at a 'breakthrough'
Wall Street looks to resume rally after Greek accord
Wall Street looks to resume rally after Greek accord
GM gives $500 Million to Lyft....Apple $1Billion to Didi....Toyota...$?...to Uber. Might be worthwhile not to be first to market. In NYC, it seems like most UBERs are black, hybrid Toyota Camrys.
The two biggest kids left on the autonomous driving stage are Google and Tesla. Google is using both its vast resources and a very systematic liDar mapping effort and Tesla is master of telemetry. Another thing to think about is connectivity and backbone. Google is currently about the business of wiring cities - Tesla and SpaceX are putting together a space-based satellite system for global coverage.
Autonomous driving is going to require a significant amount of bandwidth for connected cars, telemetry and mapping.
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