lol, I have to say, if the numbers you release 3 days from the end of the month (the original tweet, IIRC) are more than 40% off... maybe you should just wait the extra week and get it right.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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lol, I have to say, if the numbers you release 3 days from the end of the month (the original tweet, IIRC) are more than 40% off... maybe you should just wait the extra week and get it right.
OT: Ouch! All elements heavier than iron are made in stars. Iron is the heaviest element to be made by fusion exothermally
I'm not happy about it either but just think of it like GM getting the Bolt out before the Model 3.
As you can see on this map (Tesla Carriers Map) there are still plenty of ships, full of cars, in the pipeline for Q3:
- One ship on its way to Oslo, after having delivered cars in Zeebrugge already.
- One ship unloading in Zeebrugge.
- Four ships on their way from Shanghai to Europe (attention: the ship south of India is actually two ships, which you can see if you zoom in).
They just don't have the batteries ready IMO.
Pezpunk
Active Member
i'm also not convinced they've solved actual Cybertruck production. It's such a radically different design from anything they (or anyone else) has ever done, it's extremely unlikely that they've accounted for all of the difficulties in advance.
I think I heard somewhere that prototypes are easy, production is hard...
StealthP3D
Well-Known Member
You are being ridiculous and this is my last comment on your silly straw man argument.
I haven't seen anyone claim that Tesla can't sell their cars to Texans. Obviously they can - everyone on this forum knows this. The claim has always been that Tesla is not allowed to make the sale in Texas like every other major automaker can. This is not a level playing field.
Yes, steps can be taken to help minimize the disadvantage Tesla is put in but it cannot be totally eliminated until Tesla is legally allowed to compete on equal footing. It's not FUD, the disadvantage Tesla is put at is a disgrace. And you appear to admit that Texas auto dealerships would fight tooth and nail to maintain this anti-competitive law. That's all the proof we need to know that it works, that it disadvantages Tesla relative to the the big OEM's.
How I will love the day we don't call them the "big" OEM's any longer!
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Artful Dodger
"Neko no me"
Yup, that's not news. Elon said during the 2021 Q2 Conference Call that Tesla has a better than even chance of being at a 100GWh/yr run-rate bty production by the end of 2022. That's been the plan for quite a while, and its a lotta CTs once that mill starts cranking out those puppies.
Even better news for shareholders, this also means that Fremont + Giga Texas will have enough Model Y production capacity to consume all the 2170s batteries that Tesla can make at Giga Nevada. Together with the new LPF packs from CATL, that's a whole lotta high-margin Y's in 2022.
Cheers!
No.Yup, that's not news. Elon said during the 2021 Q2 Conference Call that Tesla has a better than even chance of being at a 100GWh/yr run-rate bty production by the end of 2022. That's been the plan for quite a while, and its a lotta CTs once that mill starts cranking out those puppies.
Even better news for shareholders, this also means that Fremont + Giga Texas will have enough Model Y production capacity to consume all the 2170s batteries that Tesla can make at Giga Nevada. Together with the new LPF packs from CATL, that's a whole lotta high-margin Y's in 2022.
Cheers!
P.S. Anybody think the MMs want $730 ?
/s
The Accountant
Active Member
Umm - Did Anyone Notice What's Happening in Europe?
For the countries where August data is available thus far, deliveries for the first 2 months are up 55% over Q2's first 2 months.
We are still missing Germany and the UK (2 of the largest EU markets); I expect the 55% growth to drop when these 2 markets report but the trend looks great so far.
Model Y is driving much of this.
View attachment 704617
Link to the data:
Wiki - Tesla Europe Registration Stats
This wiki belongs to the thread EU Market situation and outlook. Click HERE (CTRL-click to open in new tab) to add new data using a Google form. Any forum member can contribute. We encourage you to do so! Your entry will appear after the data is double-checked by other volunteers. If the data...teslamotorsclub.com
Germany now added. Waiting on the UK:
With such low volume, it looks like the MMs are going to beat $TSLA down as close to max-pain (715) as possible today. I still see us ending somewhere in the 720-725 channel. Other thoughts?
Agreed, this bothers me too.
Although when the CT's do start rolling off the production line they will quickly outpace both Ford and Rivian and sell more than both of them combined most likely.
navguy12
Active Member
I can’t tell from the sped up video..does the car finally cede the center of the lane when oncoming traffic shows up?
Or does the oncoming traffic perceptively move to their right because the autosteer Tesla stays exactly in the lane center?
Until that subtle way of driving on two lane highways is sorted out, it will be a while before FSD will be beyond beta (outside freeway scenarios).
Or does the oncoming traffic perceptively move to their right because the autosteer Tesla stays exactly in the lane center?
Until that subtle way of driving on two lane highways is sorted out, it will be a while before FSD will be beyond beta (outside freeway scenarios).
Krugerrand
Meow
Embarrassing?? That makes no sense to feel embarrassed. After all that Tesla has done, after all the other mfgs also have/had/continue to have delays, you’re embarrassed for Tesla?! Please.
Embarrassed should be bragging how you’re first to market with a 35k EV that’s going to be so much competition for Tesla as to quite likely put them out of business and then have to recall every single one because you cherry cheesecaked it.
Embarrassed is being a long established mfger bragging about how awesome your EV is and then parking them for months on end because uh, the software doesn’t actually work, never mind the cheating and lying that you also did for decades that prematurely killed and continues to kill people.
Embarrassment should be every intentional lie spouted, bought and paid for, and advertised.
What’s not embarrassing is delaying a revolutionary product with never before done mass production processes that will save lives via its 5* rating and its non-emissions. It’s not embarrassing taking the necessary engineering time to get this product right. It’s not embarrassing taking the time to get something else (production of MY) off your plate and ensure its success first.
Being “first” means nothing in this context.Agreed, this bothers me too.
Bolt vs Model 3
Mach E vs Model Y
Nokia/BB vs iPhone
Etc
Yes many CT reservations will flip. But in the end, CT will still do very well.
Well, GM did got the lead with Bolt.
And it helped them much and cause Tesla big troubles ... not.
Nah ..
And it helped them much and cause Tesla big troubles ... not.
Nah ..
lafrisbee
Active Member
Think about it. SUBSCRIPTIONS TO FSD will be viewed by the consumer as a great alternative to an insurance premium. (Now the axxwipe that deliberately drives a vehicle without any insurance?)
As Gordo would cherry pick and say "Essentially, Italy and Spain are busted growth stories QoQ..."
I cant take any thinking that Ford getting a headstart when they only plan on producing 15K in 2022 and that is after doubling. Ford doesnt want to sell F150L in volume any time soon. Once CT starts production it will be constant ramp up.
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