Fact Checking
Well-Known Member
If there is a "one more thing," I'm going to put my money on a imminent S refresh. New packs, interior tweaks, ext.
That would risk an Osborn Effect end of Q1. What was the historic pattern of big refreshes?
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If there is a "one more thing," I'm going to put my money on a imminent S refresh. New packs, interior tweaks, ext.
I find it delightfully naive that you think such an announcement will have any impact on said future articles.
Q4 automotive revenue was 6B (5,5%=$330M) and Q4 SG&A was $667M, meaning halving SG&A by closing stores/converting to galleries.
What reason do you have for thinking that stores aren't such a large portion of SG&A?
Tesla will close 15 stores tomorrow and an additional 30 on Monday : teslamotors
Top comment on this thread says there are 140 stores. You would be looking at nearly 10M$ per store if all these figures were correct.
Here is the average dealership according to NADA: https://www.nada.org/WorkArea/DownloadAsset.aspx?id=21474856939
Op. Ex looks to be about 7M$ but that's new + used + service. Tesla stores are fairly lightweight operations.
I have my doubts that they will offer the Y in single motor configuration for now. This would align with higher priced versions of the 3 and be consistent with the S/X approach.
And then it's March 14?? ANOTHER broken promise by Elon!
I don't think it's a big risk because the new refresh would be back to the old higher prices.That would risk an Osborn Effect end of Q1. What was the historic pattern of big refreshes?
how about holographic elon musk projected next to teslas when someone approaches them in sentry mode? Holograph elon could be programmed to face his audience and introduce the car to people, while also protecting Summer.Geez, what's he going to say next?
Actually I think that is the first time he has talked about pickup Truck reveal "in the definitive." Prior to this, it has been "in the hypothetical." ("if we were to do it... it would be totally unique" etc. etc.)Elon just reiterated Tesla Truck unveil later in the year....
Riviant I'm looking @ you!
Considering M Y shares 75% components with M3, and very likely even higher if counting in terms of value. Most of the cost reductions needed should have already been done.Yeah, IMHO expect end-of-year 2020 for the model Y, and 2021 for the SR options.
I don't think it's a big risk because the new refresh would be back to the old higher prices.
The pickup isn’t aiming to directly compete with Rivian. It’s going to be a crazy truck. He did say they are planning a more conventional pickup truck for further in the futureElon just reiterated Tesla Truck unveil later in the year....
Riviant I'm looking @ you!
this allows them to scale demand and production up to 7/8k per week and consequently reduce staff and depreciation costs per car.
What are the specs on V3?Location of the first V3 Supercharger: California maybe, planet Earth definitely?
(Although with Elon you never know. )
Actually I think that is the first time he has talked about pickup Truck reveal "in the definitive." Prior to this, it has been "in the hypothetical." ("if we were to do it... it would be totally unique" etc. etc.)
Now he is saying the pickup reveal is in 2019.