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

Wicket

Member
May 29, 2021
291
2,110
Planet Zero
This appeared in Automotive News new edition. It is rather informative, isn't it? No comments, just data:

I actually dropped the cash for a sub on this a while back and never looked at the site again, and it wasn’t cheap. If someone needs a paywall fetch in the future keep me in mind. Actually I suppose that may violate TOS here but if there is some specific info to pull I suppose that is shareable.
 

jbcarioca

Well-Known Member
Supporting Member
Feb 3, 2015
5,982
37,730
I actually dropped the cash for a sub on this a while back and never looked at the site again, and it wasn’t cheap. If someone needs a paywall fetch in the future keep me in mind. Actually I suppose that may violate TOS here but if there is some specific info to pull I suppose that is shareable.
Actually paid subscribers do have the ability to link articles and even compete issues. I do so quite judiciously. OTOH my company has been a scriber since long before there was a digital copy. Their Tesla coverage is quite strange bet the data quotes are generally accurate.
FWIW, this issue also has a long discussion fo battery raw material sourcing and a number of OEM plans. They did not say anything about Tesla except a vague peripheral comment or two.

They ddi say a bit about the LG/GM ultium plans.
 
  • Informative
Reactions: navguy12 and Wicket

DFibRL8R

Active Member
Jan 17, 2013
1,340
2,274
My mountain, Virginia
This appeared in Automotive News new edition. It is rather informative, isn't it? No comments, just data:
Man, Tesla really cleaned up, even got number two position in the van category!
EF6D271F-89A5-4313-BE70-92F9311A2174.jpeg
 

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lascavarian

little endian
Supporting Member
Jul 27, 2017
1,428
8,123
usa
On the other hand nails came about as an answer to time consuming joinery.
So to save time for the joiner, the forests were cut down to make charcoal, the iron ore was mined and the iron monger fired it all to pigs of iron for the smithy. For the Smithy’s skillful hammering we produced nails that rust and split the wood the joiner would so loving have cut into beautiful dovetails<smile>.

Such is the progress we see daily. It is our world and nails now come in infinite forms and skillful joiners are rare. Tomorrow we may be less wrong.🙂

OTOH. At one time the most wealthy individual in the colonies was an iron monger. His wealth may have helped change history. Not so much for dovetails.

Thanks for your comment.
 

Discoducky

P100DL, 2021 M3, 4 CT reservations and counting
Supporting Member
Dec 25, 2011
4,129
12,079
My mountain
I was wondering where all the external clicks were coming from this morning!

Thank you so much for posting this and creating exposure to my channel and videos. My plan is to make a bunch here in the coming weeks, and your support is greatly appreciated! What an amazing community!
TL;DR - Great video! Just finished it. As a former employee, I'd suggest to anyone to watch your video to know what it is like to work at Tesla. Other video's I've seen aren't as good. I think you nailed it.

Longer version...
As a former employee and I'd second what you said. Your perspective is very similar to mine and I joined a month prior to Elon announcing the patent open sourcing. I worked on the AP team, met with Elon nearly twice a week, wore many hats, slept in the factory regularly while we were developing dual-motor and AP simultaneously. My camera and radar harness nearly stopped the line, so I feel your pain. I'd also reinforce the time dilation feeling at Tesla; it moves so fast that a week at Tesla feels like a month or even a quarter at other high tech fast moving companies. I'd write out a spec, have it reviewed and code written in the span of two days, then drive it on the weekend. We did, at times, take 3 steps forward and 5 steps back; hitting a local maxima that we just needed to uncover so we could back up, regroup and move another way at break-neck speed. Back in 2015, there were folks there that did NOT believe in "the mission" of the company and couldn't believe that I put my kids in my Model S. This sucked, but they left quickly as the speed of company is just too fast if you aren't ALL IN with the mission. It sounds like the majority of those folks have been weeded out.
 

Darkfox021

Member
Apr 8, 2019
150
629
USA
There are only two possible answers:

1) Cancelled or delayed orders are moving reservations forward
2) Tesla is producing and delivering cars at a faster rate than they projected.

I suspect it has more to do with #2 and less with #1 for the following reason:

The reservations being moved forward have lower prices by a significant amount than Tesla is currently offering for new reservations. I don't suspect too many people who had locked in a lower price and were getting close to delivery would cancel. And then you have the time value of the reservation. A car available now (or soon) is worth more than one available at an indeterminate time in the future.

I think it's pretty clear production numbers are higher than Tesla was projecting when they estimated delivery timelines.

Based on comments in the Model Y forum, Tesla appears to be allowing reservation holders to delay (not cancel) pick up and maintain original pricing.
 

Tim S

Member
Supporting Member
Feb 5, 2019
920
9,542
Albany NY
My wife ordered a Model Y LR back in August with expected delivery in December (East Coast). She logged on today for the first time in a couple of months and expected delivery is now June. Has anyone had a similar experience? IIRC @The Accountant ordered a few days later and had expected delivery in January? Has that changed?
 

cusetownusa

OD 9/27 LR5 MSM/Bl | 19 | NYI EDD 2/17-3/17
Jan 29, 2020
757
1,368
Syracuse NY
My wife ordered a Model Y LR back in August with expected delivery in December (East Coast). She logged on today for the first time in a couple of months and expected delivery is now June. Has anyone had a similar experience? IIRC @The Accountant ordered a few days later and had expected delivery in January? Has that changed?
When did she compete her profile?
 

The Accountant

Active Member
Aug 6, 2019
1,170
46,341
Connecticut, USA
My wife ordered a Model Y LR back in August with expected delivery in December (East Coast). She logged on today for the first time in a couple of months and expected delivery is now June. Has anyone had a similar experience? IIRC @The Accountant ordered a few days later and had expected delivery in January? Has that changed?
Your delay to June seems odd. My wife's Model Y LR was ordered on Aug 14. She originally had a January estimated delivery date but then if changed Nov 28 to Dec 28 and it stayed this way for many months. A couple of weeks ago it changed to Dec 5 - 10 and we now have confirmed our delivery for Dec 5. It's Blue with White interior with FSD. We're taking delivery out of Mt Kisco, NY.

Edit: Her Y has standard 19’’ Gemini Wheels
 
Last edited:

UkNorthampton

TSLA - 12+ startups in 1
Jun 15, 2019
916
7,971
Northampton, England
Me asking for one. I get around on social media. In all seriousness, people want one, with loads of Amazon and other deliveries, a lot of urban pollution is down to dirty diesel delivery vans & rev/cloud of diesel particulates/brake activity. Better if EV/Tesla - regen
 

tivoboy

Active Member
Jun 12, 2018
2,270
5,565
palo alto, ca
My wife ordered a Model Y LR back in August with expected delivery in December (East Coast). She logged on today for the first time in a couple of months and expected delivery is now June. Has anyone had a similar experience? IIRC @The Accountant ordered a few days later and had expected delivery in January? Has that changed?
That seems very odd.. can you post what she ordered specifically, including interior and wheels?
 

Thekiwi

Active Member
Mar 31, 2016
1,727
16,462
Wellington
Yes... was just summing up recent innovations :)

Also Austin is expected to produce only the Performance Y to start. I'm in two minds as to what to expect re: paint colours. Will they offer Metallic Silver and/or some others? Since it's just the Performance Y? Or will they keep to the same 5 current colours until S+X are able to have different colours?

Theory: since changing colours at Fremont slows down the production line for all vehicles, and that's what has led to the restriction to 5 colours... perhaps if overall production can be increased simply by the existence of the Texas factory, perhaps they can add more colours at Fremont too. (to all four vehicles)
I’m a little uncertain as to what model Y Austin will produce first. Given its scale, and the added benefits of the castings and new battery format - the cost to produce a Y out of Austin will be much cheaper than out of Fremont. So wouldn’t it make sense for Austin to produce the cheaper versions of the Y, while Fremont focuses on the more expensive & lower volume variants? Especially if the new cells are supply constrained, it would seemingly make sense to put less of the new cells in each Austin produced unit to enable more cars to be produced for a given supply limit of cells.
 

Thekiwi

Active Member
Mar 31, 2016
1,727
16,462
Wellington
30k for the first half of 2022 in Berlin is too low imho.
If they target 1,000 per week in January, then no growth would be 26k for the first half (very close to the 30k quoted). That would be a poor ramp.
I am projecting 15k in Q1 and 30k in Q2 for a total of 45k for the first half (the same for Austin)

@SOULPEDL beat me to it.
a limit of 1000 per week may indicate they are using cell supply from Kato rd until Berlin cell production starts?
 

Darkfox021

Member
Apr 8, 2019
150
629
USA
Your delay to June seems odd. My wife's Model Y LR was ordered on Aug 14. She originally had a January estimated delivery date but then if changed Nov 28 to Dec 28 and it stayed this way for many months. A couple of weeks ago it changed to Dec 5 - 10 and we now have confirmed our delivery for Dec 5. It's Blue with White interior with FSD. We're taking delivery out of Mt Kisco, NY.

Agreed, something is odd. We placed a Model Y LR order in May and put it on hold. We released the hold in August and we were given a late November to mid-December delivery window. This was updated a couple more times before they called to schedule an 11/21 delivery appt (also at Mt. Kisco).

White/Black Interior/Hitch - no FSD.

Briefly considered putting the order on hold again to wait for the tax credit, but the 6+ month delay for current orders convinced me otherwise.
 

farzyness

Food lover. Entrepreneur. Did I say food lover?
Aug 8, 2013
686
1,847
Earth
TL;DR - Great video! Just finished it. As a former employee, I'd suggest to anyone to watch your video to know what it is like to work at Tesla. Other video's I've seen aren't as good. I think you nailed it.

Longer version...
As a former employee and I'd second what you said. Your perspective is very similar to mine and I joined a month prior to Elon announcing the patent open sourcing. I worked on the AP team, met with Elon nearly twice a week, wore many hats, slept in the factory regularly while we were developing dual-motor and AP simultaneously. My camera and radar harness nearly stopped the line, so I feel your pain. I'd also reinforce the time dilation feeling at Tesla; it moves so fast that a week at Tesla feels like a month or even a quarter at other high tech fast moving companies. I'd write out a spec, have it reviewed and code written in the span of two days, then drive it on the weekend. We did, at times, take 3 steps forward and 5 steps back; hitting a local maxima that we just needed to uncover so we could back up, regroup and move another way at break-neck speed. Back in 2015, there were folks there that did NOT believe in "the mission" of the company and couldn't believe that I put my kids in my Model S. This sucked, but they left quickly as the speed of company is just too fast if you aren't ALL IN with the mission. It sounds like the majority of those folks have been weeded out.

Thanks so much! Makes me super happy a previous Tesla employee such as yourself endorsed the video. What really stands out to me from your comment is that your experience can be similar to mine even though I met Elon in person exactly 0 times, and you met with him twice a week. Reinforces the thought behind Tesla’s culture permeating across all nook and crannies.

Folks not believing in the mission is something that I experienced quite a bit in 2017 when I first joined, but they 100% weeded all those folks out. I think HR’s job around their performance acceleration protocol, as well as holding leaders accountable when not executing against the mission, really helped build a culture where across all levels everyone is bought in, regardless of much painfully or sucky it is to execute. Also in some way, all the short seller pressure and crazy amounts of negative headlines create a huge amount of comorodery within the company. It felt like we were at war between 2017 and 2019 while M3 was ramping, the whole funding secured 420 ordeal, etc. This brought a ton of us together, at least within the org that I was working.

I feel pretty confident that Tesla can continue to execute at a very high level even with Elon’s involvement diminishing overtime (which I fully support - the dude needs a break).
 

Right_Said_Fred

Moderator
Moderator
May 11, 2012
4,170
38,042
The Netherlands
It's easier to keep 100 frogs in a wheelbarrow while running down a hill than it is to keep this thread on topic. Ten more covid posts: executed. Twenty posts about taxes and politics: banned for life to off topic galore. Everybody knows these subjects don't belong here, yet here we are again.
 

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