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

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Oh boy - that‘s what I woke up for at 5:30 am :(
Me too, buddy. Me too.

Ganz ehrlich? Ich bin zu alt für diesen Scheiss -.-

I'm a bit disappointed. I had hoped they would at least repeat the Cybertruck thing when Franz came on stage with the hammer. To show that they improved the glass :D
 
They need to take a cue from Apple and learn how to put on a show. Use Elon as an MC to hand off to different departments so they can really get into the details and relay just how much tech is behind the scenes. It's not that hard, watch any recent Apple event and copy some of the format. Whatever .... the good news is that the car seems like it's going to blow people away.
 
A couple notes -

- I think we can all say Sawyer and his “surprises” was just an attention grab.

- that backseat interior looks so much better

- demand must be off the charts for them to raise the Plaid price 10k with no range bump. I’m pretty perplexed that there’s that many people willing to pay that......yay for margins though

- New UI is great

- The production rate of 200-300/week is kinda disappointing. Looks like maybe they produce and deliver 1,500 for Q2 and 10,000-12,000 in Q3

- was a live event really necessarily????
Yes, a live event was necessary and you’ll realize it over the next couple of days as people get a chance to experience the car tonight and share that experience. Because, you know, everybody drives a 1000hp, 0-60 in under 2s, family sedan with an onboard gaming center. Nothing amazing about any of that, never mind the new motor tech. 🙄🙄

Give your heads a shake.
 
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this presentation managed to fail even the most modest expectations.

- zero mention of 4680, cybertruck, roadster, or any new product.
- 390 mile range for the Plaid is below the lowest expectations.
- elon was clearly seeing these slides for the first time, and was so awkward it was hard to watch.

overall, just a huge "why did they even bother?" from me.