jhm
Well-Known Member
I consider that a successful deflection.Same. I doubt it's gonna hit though
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I consider that a successful deflection.Same. I doubt it's gonna hit though
It's still 250kW because that's what V3 supplies. Maybe they can bump it up when something more powerful is available...dunno. 250kW seems like a pretty nice wattage, and perhaps these redesigned cells have some ability to take it until higher SOC before taper. However, once you get into the Plaid+ with its 4680 cells and much larger capacity pack, you really need more than 250kW and the Cybertruck was stated to take more than that, so the Plaid+ definitely will too. So by the end of the year we will probably see higher wattages than 250kW somewhere. Elon described 350kW as a child's toy.Just realized there's no mention of charge rate on new S. Any guesses on that?
If Energy keep pace with current growth, and FSD revenue gets recognized then your deliveries estimate plus all that other revenue should equate to 100% yoy.Part of the reason software development estimates are bad is that humans are optimistic when estimating the future. The estimates rarely account for the unexpected, such as a pandemic.
It's been my observation that this group tends to hype ourselves up and then get disappointed when Tesla's amazing achievements don't match our hype.
I'm setting my estimate at 850,000 deliveries for 2021.
If Energy keep pace with current growth, and FSD revenue gets recognized then your deliveries estimate plus all that other revenue should equate to 100% yoy.
This is a bigger news than people realized I believe.That's the ONLY way it works and Elon confirmed that yesterday. FSD stays with the car. Once they offer a subscription, that will likely be monthly and will expire unless the next buyer chooses to keep/add it. This means a subscription of FSD will result in zero additional value for the future buyer and no increase in price for the seller.
I do wonder IF 4680 cells are being put into production cars, will we see a massive hit to margin? Some one should ask that question next time so then it wouldn't be shocking if margins for q4 is like 17% or something.Surprisingly( or guess not).....a lot of analysts do not seem to comprehend this. We don't even know how many Semi's will be delivered this year which disproportionally affects revenue since the first Semi's will be 200k each.
I do wonder IF 4680 cells are being put into production cars, will we see a massive hit to margin? Some one should ask that question next time so then it wouldn't be shocking if margins for q4 is like 17% or something.
Best guess seems to be that they are stockpiling to help Berlins model Y. Seems unlikely that they will have the german battery factory ready when they start so they need some batteries from somewhere and Fremont seems to be the only ones making any.not sure if this has been answered but what is Tesla currently doing with the 4680s it’s producing now, if the new s/x still have 18650’s?
plaid + doesn’t arrive till late 2021, same for semi...so where are the current 4680’s going?
not sure if this has been answered but what is Tesla currently doing with the 4680s it’s producing now, if the new s/x still have 18650’s?
plaid + doesn’t arrive till late 2021, same for semi...so where are the current 4680’s going?
I gets it the bird is Tesla, who is GME then?
Am Xer. Can confirm love for ship steering wheels.Am Boomer. Can confirm love for the steering wheel.
I'm giving out "love" ratings like candy to anyone who transfers their robin hood accounts out. In case you didnt have enough incentive already
But I've always had Schwab. Should I create a Robinhood account just so I can close it tomorrow?I'm giving out "love" ratings like candy to anyone who transfers their robin hood accounts out. In case you didnt have enough incentive already
That is a horrible hole in the EU regs if sales to dealers = sales. I guess it will catch up to them eventually, but I see sales to dealers -> sales to customers -> sold to used car lots -> lost in the system. Looks like another compliance scam.I'm afraid you're giving VW a bit too much credit. It's true that ID3 deliveries only started in September, but VW had been building those cars since Spring and storing them on large parking lots awaiting a solution for their software problems. That puts that feat in a different light. There are also indications that many of the ID3s that VW registered in December had not been sold to customers. Thousands of them can still be found on dealer lots. By registering them in 2020 VW managed to lower the EU penalties for selling too few low and zero emission cars.
I transferred out of RH in March last year including open options contracts.Just did my transfer as well. Even if they go belly up, I think the common shares you own will still trace back to you. I don't think you can transfer until all margins are paid and all options are closed.
Fancy Feast.I’ve never had an account there. What do I get?