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The relevant part is at 32 minute mark.Elon's thoughts on adding noise to the Model S:
Those federal tax credits for wind and solar? They were passed last December by a Republican Congress with bipartisan support. Revoking them would require a legislative effort that may not be looked upon kindly by the many Republican lawmakers who have renewable energy manufacturing and development in their states. Lawmakers like Senator Chuck Grassley, an Iowa Republican, who said this summer: “If he wants to do away with it, he’ll have to get a bill through Congress, and he’ll do it over my dead body.” He won’t be the only one: looking across the country – and the electoral map – the top-10 wind-energy producing congressional districts are represented by Republicans.
More than anything else, I use the VIN data to track production.
Like it. Sounds like we are near the bottom.Sorry Moderators. Extremely frustrated with everything Tesla these days. The relentless negativity and no support from any climate change personality, Buffets, Saccas, Cubans, movie stars. Nobody buying. Not a buyer out of the whole bunch.
Weiss du Audie, Ich verstehe Dich und Ich bin einverstanden!Ich heisse nicht "Audi", sondern "Audie". "Audi" ist ein Automobil.
Und mein name ist nicht "Autobahn", sondern "Audubon". "Autobahn" ist eine Straße.
Oder Lord Vetinari...
Begins right after the 32:00 mark. I posted the timestamped link, it's working for me. Maybe try this
Bottom of the second?Like it. Sounds like we are near the bottom.
I never said it's a perfect indicator of production but imo it works quite well. Vins are not always assigned right away, particularly when the car is months away from production, as with the x 5 seaters. You can also get a good idea of inventory runs (which we know are always built right away) when vin gaps appear. In my model the vins often come reasonably close to actual quarterly production, close enough to be a useful data point.You can't do that (reliably). Customer VINs are assigned when an order confirms, the actual production of that car could be months away.
Sell, waive the white flag. Please take one for the team!Sorry Moderators. Extremely frustrated with everything Tesla these days. The relentless negativity and no support from any climate change personality, Buffets, Saccas, Cubans, movie stars. Nobody buying. Not a buyer out of the whole bunch.
If your waiting for me to sell I guess we are going to zero.Sell, waive the white flag. Please take one for the team!
I never said it's a perfect indicator of production but imo it works quite well. Vins are not always assigned right away, particularly when the car is months away from production, as with the x 5 seaters. You can also get a good idea of inventory runs (which we know are always built right away) when vin gaps appear. In my model the vins often come reasonably close to actual quarterly production, close enough to be a useful data point.
Is Tesla the Election’s Biggest Loser?
Pretty short article, but Barron's is sounding a good bit bearish on TSLA in T-land.
Probably not the best sign given their large stake and support for TSLA in the past.
As an unrelated note, technology stocks in general have taken an extremely large hit since the election results. Investors don't see much success in American technology stocks in the next administration it seems.