Artful Dodger
"Neko no me"
On the other hand, Britsh apiarists use the frunk. That way, they have bees in the bonnet.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Bloomberg is at about 79000 for the quarter. Normally there low. Maybe this time there a tad high. They actually allude to that further down in their oration. 70,000 produced with 10,000 in transit and inventory sounds reasonable. Guess will see in the next few days.
See that is were your wrong. I asked my dog about Tesla production and delivery numbers and he gave me the side eye and said..."dude they can't build them fast enough...sell everyone they make...what's the big deal"
I had to agree it was a dumb question.
I just came across hundreds, maybe over a thousand, new Teslas in a parking structure in Burbank, CA. Was disappointed because it definitely doesn't look like they're going to move them all by tomorrow.
Elon making fun of himself. He'll be head of nothing. Oracle CEO Shifts Gears at 70 Elon wins this way.
Why is it that companies need to chase some outsiders' imagined estimates? Shouldn't people doing estimates be responsible for doing them correctly? Unless it's estimates from company's executives isn't it that estimates need to not miss results and not the opposite? This looks upside down for me and if someone is doing wrong estimates all the time he's just bad analyst and his future estimates should be ignored and headlines should be like "Worthless analysts' estimates about ... miss again"
Artful Dodger
"Neko no me"
Yes I know. My point is Ellison wants Elon to do this. He'll still be the boss but not have to go through the daily grind. Doesn't need a title. Just call him largest shareholder
Do you have some proof to support this statement?Yes I know. My point is Ellison wants Elon to do this. He'll still be the boss but not have to go through the daily grind. Doesn't need a title. Just call him largest shareholder
Antares Nebula
Active Member
From a twitter post: Tesla is most searched (online) car in Norway and China. Will be interesting to visit this map again in a couple of years.
No. It makes sense though. SpaceX is more on his mind right now. Ellison is a bigger influence on Elon than anyone else on the board, including his brother. Elon has tweeted that a title is meaningless as long as he is the biggest shareholder. It's eventually going to happen anyway and he's mostly working with the fsd team right now. Elon's Twitter is like looking at tea leaves, open to interpretation. Sometimes tea leaves are just tea leaves
I find the 55K estimates implausible.
AlphaHat is probably wrong on the ship loadings; I do not believe that only 38,000 Model 3s went overseas in Q1. That would indicate that they've covered less than a quarter of the European backlog, which would just annoy people; it would seem like strange and poor planning to shift shipments back to the US so quickly. (Even at a low estimate of 6000/week production, this would mean that production shifted back to US models in *mid-Feburary*, which seems insane and doesn't fit the evidence.) But hey, AlphaHat might be right. If so, Tesla still has an equal-size European backlog to empty in Q2.
I think AlphaHat is throwing out inaccurate round numbers for ship loadings, and that it's low. Not sure how low, but a good guess would be 40K - 50K cars sent overseas.
Last edited:
Antares Nebula
Active Member
Maybe then the media and shorts did Tesla a favor. Creating the perception that Tesla and EVs were a horrible business, which resulted in competitors delaying their plans. Whereas in reality, consumers are eager to buy the cars. That would be so funny!
RobStark
Well-Known Member
I posted this a while back.
Based on google searches.
Only a tiny English speaking elite use google.
RobStark
Well-Known Member
AND Netherlands,
https://www.veygo.com/wp-content/uploads/2018/09/the-worlds-most-desired-motors.jpg
Last edited:
Antares Nebula
Active Member
Toucan Sam >> Taycan Sam ?
Now, we just need an article by Anton Wrongman telling us how Taycan Sam is the next Tesla killa.
Last edited:
Doggydogworld
Active Member
Bloomberg's estimate was running way too high in both Q2 and Q3. They made big adjustments in the last week to 10 days of each quarter to better match the numbers being leaked.
Antares Nebula
Active Member
I always maintained that current and planned competitors for Tesla were subpar. Because it's not just about having a competitive EV powertrain, but also about having a robust autonomous capability or potential AND smartcar/ software layer. The latter IMO requires large scale software expertise, as found in silicon valley companies. So, for example, Google or Apple starts selling cars to consumers. Google currently has no such plans. Apple's been secretive, with the rumor mills churning. But now we have this:
Apple hires Tesla’s head of electric powertrains in effort to bring electric car to market
So, it looks like they may be working on more than just the software front end. As a Tesla investor, this is the competitor that I am most worried about now. But can Apple really do it? Project Titan has been in disarray recently. Maybe they straightened things out? Also they don't really have a visionary leader, like Musk or Jobs, to see it to its full potential IMO. Many have also questioned Apple's innovative strength lately. I'm kinda divided right now. But, as Tesla investors, this is something we should all keep an eye on. We don't want to see Tesla became the palm pilot to Apple's iPhone (or iCar).
It's also interesting that the VP of engineering left for Apple. He didn't say anything at the time of his quitting (couple of months ago I think?). Significant pay raise? Change of scenery? Tired of the Tesla pace and work style? Hard to say.
Apple hires Tesla’s head of electric powertrains in effort to bring electric car to market
So, it looks like they may be working on more than just the software front end. As a Tesla investor, this is the competitor that I am most worried about now. But can Apple really do it? Project Titan has been in disarray recently. Maybe they straightened things out? Also they don't really have a visionary leader, like Musk or Jobs, to see it to its full potential IMO. Many have also questioned Apple's innovative strength lately. I'm kinda divided right now. But, as Tesla investors, this is something we should all keep an eye on. We don't want to see Tesla became the palm pilot to Apple's iPhone (or iCar).
It's also interesting that the VP of engineering left for Apple. He didn't say anything at the time of his quitting (couple of months ago I think?). Significant pay raise? Change of scenery? Tired of the Tesla pace and work style? Hard to say.
Last edited:
Tesla also brought about 6k of 2018 Model 3 production into Q1 as inventory. Suspect that nearly all of these 2018 inventory cars have been flushed out. I'm thinking about 66k Model 3 deliveries +/-4k.
Similar threads
- Locked
- Locked
