Man, I was happy to lambast the Waymomobile, but every time I see that Apple monstrosity I am reminded how much of an abomination it is..."Mr. Lidar" (AKA Benjamin Lyon) has left Apple's car development team for unknown reasons. He was head of the sensor group and reported directly to Doug Field:
'Apple Car' project loses original project manager Benjamin Lyon | AppleInsider
I wonder how it feels to have an instrumental role in a project that went nowhere for 7 years while being an advocate for lidar and watching Tesla's results blowing them away without using a single lidar? I think he got a ride in a beta FSD Tesla.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Artful Dodger
"Ducimus, lit"
Ever the snow and ice can't keep Giga Texas construction totally shut down:
As a native Alaskan living in Texas, I approve this message!
jhm
Well-Known Member
Sawyer Merritt on Twitter: "BREAKING: Telsa has lowered the price of the US Standard Range Plus Model 3 by $3k to $36,990 from $39,990. The LR version and Performance are the same price as before. https://t.co/SXDB0TRmlw" / Twitter
Sawyer Merritt on Twitter: "BREAKING: Telsa has lowered the price on the Standard Range US Model Y by $2k to $39,990. The LR version is the same price. The Performance version has increased in price by $1k. https://t.co/6J2S9z3f6Z" / Twitter
Tesla dropping the price on both the 3 and Y standard versions.
Not sure how the market is gonna react tomorrow. We're probably going to have lots of "demand" care bears. To me likely means good things for production rates and Tesla topping Q4 in terms of all time high P/D. Margin though I'd assume is gonna take a hit unless the Giga Presses are cranking out high volume and good yields now.
Sawyer Merritt on Twitter: "BREAKING: Telsa has lowered the price on the Standard Range US Model Y by $2k to $39,990. The LR version is the same price. The Performance version has increased in price by $1k. https://t.co/6J2S9z3f6Z" / Twitter
Tesla dropping the price on both the 3 and Y standard versions.
Not sure how the market is gonna react tomorrow. We're probably going to have lots of "demand" care bears. To me likely means good things for production rates and Tesla topping Q4 in terms of all time high P/D. Margin though I'd assume is gonna take a hit unless the Giga Presses are cranking out high volume and good yields now.
Meh if Bitcoin goes to $300k Tesla can just give the cars away for 1/2 off 
It's a $1k price drop on the 3LR (not 3k)
insaneoctane
Active Member
Does this make any sense possibly pending a renewed $7K tax credit???
Who knows when that will pass or what form it will pass in. Congress hasn't even gotten the new covid stimulus passed yet and that should have been super easy to do. If Tesla is at a higher rate of production right now than Q4, do it now and they can always raise prices when the EV tax credit gets renewed.
Yes. Less than $30K after the credit.
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Chunky Jr.
Supporting Member
I felt a great disturbance in The Force, as if hundreds of auto executive voices suddenly cried out in terror
Mo City
Active Member
Costs are probably down and Tesla is "going for the jugular" in 2021.
Time to get nasty!
mickificki
Member
yes, capture as much of the market as possible. Take it all. Then when fsd happens, flip the switch and drink in the 90% plus margins.
mekberg
Member
I was just thinking a Standard Range Model Y with FSD would be a perfect commuting machine in a post COVID world.
Chunky Jr.
Supporting Member
and production capacity is probably up
insaneoctane
Active Member
For a company that is supply limited AT THEIR CURRENT PRICE...seems like waiting a few weeks or months to understand the status of the new $7K tax credit seems prudent. We want higher margins, no? You can’t raise it back in response to a new tax credit IMO.
Maybe with all the Gigas coming online, TM3 supply might be softening enough for this move. I am not saying I know better, rather I’m admitting it is counterintuitive to me with what little I know.
I will say this, it sure is bold and indicative of serious strength. The idea of a $29k TM3? Wow. Seriously wow!
Maybe with all the Gigas coming online, TM3 supply might be softening enough for this move. I am not saying I know better, rather I’m admitting it is counterintuitive to me with what little I know.
I will say this, it sure is bold and indicative of serious strength. The idea of a $29k TM3? Wow. Seriously wow!
I am calling Tesla started using CATL LFP cell in Fremont for Standard Range 3/Y.
Probably has a near term demand problem most likely due to weather + increase in production. Elon said it himself that people hate picking up cars in super cold weather, hence the seasonality of deliveries.
I can recollect one or two instances ~2019 when prices were raised. Have there been more instances in the last 5 years?
Going into near future (1-2 years) prices being raised seems much less likely compared to them lowered, even when incentives are announced.
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