Not all 100D customers will be current 85 owners. There are lots of people who still think EVs don't have enough range. I think the 100D will get new customers to get off the fence and finally give EVs a chance.
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Still on post TMC connect vacation but checking in to say I got back in this morning. If the big earnings miss can't lower the stock what hopes can shorts have any More? It's just that simple. Blue sky ahead. 2h 2016 will be epic even without a hot Q3 financially. We are overdue to retest ATH.
Also I don't believe in the theory of a short squeeze due to voting. There will just be a low voter turnout like every other vote ever. No one is energized about voting against it, so it will pass with a tepid plurality. There might well be a squeeze due to other reasons like good old fashioned panicking.
Also I don't believe in the theory of a short squeeze due to voting. There will just be a low voter turnout like every other vote ever. No one is energized about voting against it, so it will pass with a tepid plurality. There might well be a squeeze due to other reasons like good old fashioned panicking.
A lot of model S owners, like me, plan to skip a generation. I have a P85 with no AP. An AP 90d is tempting but not enough to get me off the couch. An AP 2.0 100D would have me camping at the store
MitchJi
Trying to learn kindness, patience & forgiveness
EarlyAdopter
Active Member
That Pulitzer guy is spot on. Someone should give him a prize.
ruralectric
Member
a couple of thoughts on AP2.0:
1) I agree that 2.0 will be revealed for S/X sometime this year because per Elon new tech will always appear first in S/X, so the reveal must occur prior to M3 reveal part 2.
2) Unlike the AP1.0 reveal, which occurred before the sw was ready (how many months after the 1.0 reveal before sw was available?), I would expect something similar for 2.0 EXCEPT that I think that when they start shipping 2.0 hw it's going have to work at least as well as 1.0 (not sure customers would go for buying a car with less functionality than the prev generation).
3) If you buy my assertion in 2) that seems a lot harder than jus shipping cars with new hw. They have to have a lot of functionality in there from the get go, and with new sensor suite and new computing platform to boot.
So I'm a bit skeptical that AP 2.0 is right around the corner. Curious to hear other's ideas about the rollout might go tho.
1) I agree that 2.0 will be revealed for S/X sometime this year because per Elon new tech will always appear first in S/X, so the reveal must occur prior to M3 reveal part 2.
2) Unlike the AP1.0 reveal, which occurred before the sw was ready (how many months after the 1.0 reveal before sw was available?), I would expect something similar for 2.0 EXCEPT that I think that when they start shipping 2.0 hw it's going have to work at least as well as 1.0 (not sure customers would go for buying a car with less functionality than the prev generation).
3) If you buy my assertion in 2) that seems a lot harder than jus shipping cars with new hw. They have to have a lot of functionality in there from the get go, and with new sensor suite and new computing platform to boot.
So I'm a bit skeptical that AP 2.0 is right around the corner. Curious to hear other's ideas about the rollout might go tho.
That Pulitzer guy is spot on. Someone should give him a prize.
what you did there, I see it.
About investing in growth and profitability.
If the asset's useful life extends more than a year, then the company must capitalize the expense, using depreciation to spread the cost of the assetover its designated useful life. Capital expenses are most often depreciated over a five- to 10-year period (buildings longer)
So does investments in machinery, buildings (stores, service centers), superchargers etc explain losses, because they are depriciated over several years?
I agree with what you are saying but I tend to think AP 2.0 sw could easily ignore the extra hw sensors and still have equivalent to 1.0 functionality (although more likely is that Tesla will not pass on the opportunity to push the envelope so they may not WANT to release the hw with only similar functionality.
First Autopilot accident in China.
Google translate link Google Translate
Original Chinese link: 特斯拉自动驾驶中国首撞！无视障碍物加速_网易科技
My edits for highlights from Google Translate:
Fortunately there is no casualty. I watched the video, it's definitely AP bug but Tesla will blame owner anyway.
Google translate link Google Translate
Original Chinese link: 特斯拉自动驾驶中国首撞！无视障碍物加速_网易科技
My edits for highlights from Google Translate:
Fortunately there is no casualty. I watched the video, it's definitely AP bug but Tesla will blame owner anyway.
Last edited:
Based on the pics looks like the same type of accident as the stalled van in Europe (Germany?). Thanks for posting.
FredTMC
Model S VIN #4925
Cramer said it's going higher. In other words, we're screwed...
He's a contrarian indicator...
I'd be happy to see 21k. Even if they can be confident to be 2.2k/week production, that would be 26.4k. And I'm sure there will be some downtime to retool or to solve some unexpected stuff that by probability would happen. So Let's say 10% off the 26.4k, 23.8k. In Q3 they are also going to expand stores and service centers, these require showroom and loaners. Existing stores/service centers also need the new Model S (maybe not US, but outside, so, close to half of the existing footprint). So I would say taking another 10% off the 23.8k would be almost generous. 21.4k. Yes we have 5k in transit at the end of Q2. But, there will also be maybe the same amount in transit at the end of Q3. There have been over 2k in transit at the end of Q when production was at 1k/week, it is only natural to have 4~5k in transit when you double production.
You should really apply for a job at the NHTSA Maoing. They need like a year to investigate stuff, but you can do that from a video.
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