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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
What would be even cooler is if that was a heads up display. You could then determine what AP is seeing and what it isn't seeing and act accordingly. (no box or line, take manual action).
Dan Detweiler
Active Member
I agree that it would be a good idea to have some sort of recognition of what the car sees, but I don't think it would be a good idea to have all the information that was in the videos in a HUD. Way too distracting. Maybe a simple stop line that appears in the current display. Stop lights and stop signs that appear like cars and trucks do now. I guess we'll see soon enough! This is happening folks!
Dan
Yep - that's what your car is doing already. On current customer builds. Would love to see what's going on in the devel builds!
Fact Checking
Well-Known Member
So what's the technological breakthrough between the P100D from December 2018 and a Long Range Performance Ludicrous from March 2019 that warrants such a price cut? And why is the price cut so wildly different in every country?
OT, but: Starship Hopper just had its internal access ports sealed up:
SpaceX BFS - Phase 1 Big Falcon Hopper (BFH) - Photos and Updates
.... meaning that AFAIK all of the internal work is done. The replacement fairing is still being built, and the engines haven't been mounted to the hopper, but they seem to be closing in on completion.
Maybe a maiden flight in <1 month.
SpaceX BFS - Phase 1 Big Falcon Hopper (BFH) - Photos and Updates
.... meaning that AFAIK all of the internal work is done. The replacement fairing is still being built, and the engines haven't been mounted to the hopper, but they seem to be closing in on completion.
Maybe a maiden flight in <1 month.
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Musk explicitly stated that many of their cost saving measures affect both 3 and S/X (production efficiencies / layoffs, store closures, etc)
I already discussed this. A lot of countries have luxury taxes, caps on incentives, things like that. The effect of a price cut on a vehicle can have highly nonlinear effects on the price that a buyer pays. It depends on the market.
Stopping production kills the growth story explicitly. The stock price can't afford that. Projects that cost cash are effectively stopped. There is, for example, no progress on European production capability. Gigafactory 2 is by all means lagging in output. Service improvements have been promised for two quarters already, yet spare parts inventory decreased. Depreciation and amortization is higher than projected capital expenditures...
How does it makes sense that they are at a point that profit is a concern? Q3 and Q4 proved that their steady state model is making ample profit. If Q1 is just a temporary blip due to filling the pipeline, then don't care about profit in Q1 and just reap billions in Q2. To me, the drastic, permanent, change between Q3/Q4 last year and today means something fundamentally changed making the business model of Q3/Q4 not effective anymore.
Tesla wants to sell more performance models to bring up the ASP and margins.
Also, those for whom S was a stretch, and size is not a must, pick Model 3 so buyer who remain are more affluent and can be pgraded to higher margin car if given a good incentive.
I'd prefer discussion of the numbers itself to continue in the appropriate thread. You'll see my answer there.
Implications of what different cash balances would mean for the company go here.
Member schonelucht sees the glass as half empty. Many of us see the glass as half full. There is no difference in the amount of water in the glass. It's all about ones perspective and analysis of the situation. If your perspective is that the glass is half empty, every analysis of the situation flows from that. That's how some people view companies, stock prices, and life in general. No amount of TMC back and forth exchanges is going to change an individuals inherent nature. Could be rooted in something as simple as ones upbringing, if for example ones parent's always focused on the negative?
I thought I had schonelucht on ignore, that must have gotten turned off somehow.
RT
larmor
Active Member
This is TSLA's 'netflix' moment... Some time ago netflix made what appeared to be a weird and customer crushing decision, charge double for dvd mail in and streaming. Well it appears that streaming won, those who complained about not getting their dvd mail in service are having problems locating the dvd player, let alone finding the tv input button to switch to the dvd, get up from the sofa put the dvd in...
The closing gallery stores is confusing for us, but it is only a high end 'real' website, and i'm guessing data has shown that sales from such gallery stores do not match the costs of these stores. Really, now a days, if you know what you want, why even go to the mall or the store anyways. Amazon has shown us that we can get what we want even if we want it tomorrow without leaving the house...
So these current moves feel weird in the context of the past 20-30 years of shopping, but this transformation of online sales is on the pathway for the next decade....
The closing gallery stores is confusing for us, but it is only a high end 'real' website, and i'm guessing data has shown that sales from such gallery stores do not match the costs of these stores. Really, now a days, if you know what you want, why even go to the mall or the store anyways. Amazon has shown us that we can get what we want even if we want it tomorrow without leaving the house...
So these current moves feel weird in the context of the past 20-30 years of shopping, but this transformation of online sales is on the pathway for the next decade....
Is your belief the notice holders received on November 30 stated that settlement of conversions during the Early Conversion period would be 100% cash?
Or that notice of the settlement method was not provided?
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Thx I should have grasped that. Green GAAP scale same purple numbers as purple free cash flow, dollars be dollars.
I absolutely love this graphic, hoping for an updates in same form as the story unfolds. Do you have a source for it, or is your own concoction?
Engineers see the glass as mis-sized.
Buddyroe
Active Member
Thank you very much for providing that. Now I feel that Musk's real mistake was correcting himself.
The glass does not exist, and neither do I.
If his lawyer told him to make the correction, and he didn't, he would have automatically have been in violation of his agreement.
His lawyers were obligated to to - regardless of any previous guidance - make sure that all statements are accurate with respect to present knowledge and projections.
Tesla had two different sets of guidance out there, the optimistic one from the call and the conservative one in the ER. Nobody corrected them at the time. Nobody reacted aftermarket after Elon repeated the ER call numbers. Post-tweet aftermarket volume was lower than pre-tweet, and post-tweet average prices were nearly identical to pre-tweet.
While I'm sure the judge is going to have some pointed questions for Elon as to the sequence of events that led to the correction (incl. why Musk's lawyers response to the SEC didn't discuss the conference call figures), and want to see Tesla internal documents that led to any projection figures given out, I'm sure she'll also have some pointed questions to the SEC as to why they didn't bother to mention the conference call figures in their filing. If they didn't know about them, then they sound incompetent and negligent at their jobs. If they did know about them but didn't mention them, then it sounds like they were trying to hide facts inconvenient to their case. Either way, it's a bad look for them.
I'm not sure how the SEC will respond to the latter. The argument "Musk and his lawyers didn't warn us that there was other guidance in the conference call and that 10k/wk by the end of the year was just Model 3 production" sounds pretty weak. As for Musk's side, he can directly point to the lawyer's clear confusion between Model 3 production rates and total vehicle production rates, as well as production vs. deliveries:
Dropbox - 1-18-cv-08865-AJN - Simplify your life
So long was Musk wasn't doing some detailed review of his attorney's response (Musk's signature is not on the document), then that sounds IMHO like a pretty solid defense. The concept that 7k production per week at Fremont was "total vehicles by the end of the year" is not only directly contradicted by the text, but nonsense, since Tesla is already over 7k total vehicles per week.
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