Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[MP3Mike]

Mentioned update 'rotor' presumably that is not a typo for motor.... And have improved the rotor inside the motor...

The details seem to be: "Carbon-sleeved rotors"

Where do you see that?

On the screen during the order process where all the specs are listed.

 

[SOULPEDL]

This looks like growth to me!

 

[MABMAB]

Gary BLack does not think it is a knockout, he first tweeted it was a miss

 

[Curt Renz]

CNBC - 15 minutes ago:

 

[UncaNed]

Hmmm... The Australians will love it.View attachment 631258

I'm BUYING one of those just to paint eyebrows on it.

The car, I mean.

 

[lafrisbee]

did I see that right 828 after hours?

 

[bkp_duke]

Gary BLack does not think it is a knockout, he first tweeted it was a miss

Gordon is already warming up his talking points if this turns out to be a consensus "miss".

 

[cliffski]

If the earnings report was nothing other those photos, with timestamps of the factories under construction, then I would not care. This is the fastest moving mass production company on the planet. Anybody selling stock right now must be delusional.
Lets also remember they are doing this because demand is insane, and the total lifetime advertising budget remains zero dollars.
unbelievable.

 

[ByeByeJohnny]

This looks like growth to me!

View attachment 631272

That storage deployed is spectacular. Been waiting for this for years.

 

[TheTalkingMule]

Algos I think are perturbed by the lack of an actual guidance number in the deck. Think we'll hear a number from Elon that's a bit above expectation? I'm thinking 815k or so is relatively safe, above consensus, and still could be considered sandbagging. For Elon anyway!

 

[EVMeister]

Did the Long Range Model S do 0-60mph in 3.1s before? I thought it was 3.7s, or am I misremembering?

 

[generalenthu]

Algos I think are perturbed by the lack of an actual guidance number in the deck. Think we'll hear a number from Elon that's a bit above expectation? I'm thinking 815k or so is relatively safe, above consensus, and still could be considered sandbagging. For Elon anyway!

Rooting for 900 this year. If Berlin and Austin can deliver 100k cars between them, and Shanghai can ramp up its capacity from the current 450, we have a shot at.. gasps.. 1 Million units!!

 

[mulder1231]

Ordered!

 

[joh01652]

The Model S has been updated with new sheetmetal!!!
Design Your Model S | Tesla

OMG I love the new interiors! The updated website is slick, too. S/X should sell really well

 

[lafrisbee]

$834?

 

[bkp_duke]

Did the Long Range Model S do 0-60mph in 3.1s before? I thought it was 3.7s, or am I misremembering?

No, it was 3.7 or something like that.

This large improvement has me wondering if Tesla has dropped the 16850 cells for the 2170s, in the short term till 4680s are available.

 

[Christine600]

That count down clock for the audio is wonky...if I click away from it it seems to reset.

It's working for me. Perhaps close your browser and try again?

 

[joh01652]

I don't know how popular the Formula 1 steering wheel is gonna be. I wouldn't want. Maybe it's optional?

I like it. It's futuristic and edgy, I think it'll click with lots of buyers

 

[ZeApelido]

Report says pack and modules have been fully redesigned.

Would they redesign battery pack and just stick with 16850? Or go to 2170?

Would they redesign pack now and then have a different architecture for Plaid+ only? That seems, not efficient...

 

[JRP3]

I like it. It's futuristic and edgy, I think it'll click with lots of buyers

I'm only concerned with really sharp turns. Seems as if it would be awkward twisting your arms like a pretzel.