I think if there was another covid lockdown in China, they would be quick to allow closed loop setup. I doubt another lockdown would be as detrimental as the last.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
This, auto and energy are plenty plenty enough upside to be very bullish. They need to get back to focusing on battery production. It's the key to growing both sides of the business.
Most posters don't understand just how right you are, Japan inc is indeed borked. The national economy of Japan could be threatened they are so borked.
ZachF
Active Member
Austin is a larger facility than Berlin
I’m pretty sure Austin is the tallest of the three too, and it’s getting another 500k square feet.
My brother, who always dismissed EV's and rejected any suggestion to ever consider getting a Tesla when he was car shopping, recently just put a deposit on a Bolt. He said he's tired of paying $150 a week in gas and wants an economical commuter car.
I haven't really paid much attention to prices lately, but he's getting a new Bolt for about $30k and said GM will even pay up to $1k towards the installation of a home charging setup. It's crazy to think that the Bolt used to be a direct competitor to the Model 3, with a similar sticker price and now it's nearly $20k less.
I haven't really paid much attention to prices lately, but he's getting a new Bolt for about $30k and said GM will even pay up to $1k towards the installation of a home charging setup. It's crazy to think that the Bolt used to be a direct competitor to the Model 3, with a similar sticker price and now it's nearly $20k less.
ZachF
Active Member
COVID appears to be seasonal, so another Shanghai shutdown, if one were to occur, probably wouldn’t happen until Q1/2 of 2023… however unless China abandons their dumb zero COVID policy I suspect the chance of that happening is probably better than not…
Gigapress
Trying to be less wrong
Batteries are the key to growing the business…in 2023.
Tesla has repeatedly said chip supply is the constraint until Q1 ‘23 when 4680s need to be in mass production. In the Q1 call they even said they had an inventory of unused battery cells because they didn’t have enough chips.
Besides, there is no evidence I’m aware of that Tesla lacks focus on the 4680 ramp.
It will be handy to get an update on 4680 cell production in the earnings call.
It is highly likely that someone will ask the question.
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ZachF
Active Member
jkirkwood001
Active Member
OT What are the chances?? I saw THREE Rivian trucks charging at the Electrify America site besides the Gaylord, MI Supercharger. (We're on a road trip from Ottawa, ON to Chicago and back.)
I was like a kid as - for a change - I had all the questions! The first two below are new buyers, and at far right is the third truck driven by two Rivian employees that I didn't meet. Comments the middle owner gave me:
As someone who cares most about the environment vs. beating other EV manufacturers, I say bring it on, Rivian. That said, I feel like I saw half of their June production in one place!
I was like a kid as - for a change - I had all the questions! The first two below are new buyers, and at far right is the third truck driven by two Rivian employees that I didn't meet. Comments the middle owner gave me:
- "It's exceeded all my expectations"
- "It's totally modern and well thought-out, just like my Model Y"
- "The range is pretty good, and the truck estimates better than my Model Y does, which tends to over-estimate range"
- "Rivian's working on a full kitchen add-in that slides out of the compartment behind the seats"
- "The only thing I'm a bit disappointed in is the automatic trunk cover - see? it's rubbing here, and the motor really grinds, I feel like it's going to break"
- "I like the extra front camera pointing down off the front- there are 11 cameras or something, so their Sentry Mode equivalent is pretty amazing"
- "I bought it because I want to be able to haul stuff from the store, and also to go camping, like we're doing this weekend. We're heading to Markette in UP (Michigan Upper Peninsula, 244 miles). I'm a bit worried as they're no chargers up there!"
As someone who cares most about the environment vs. beating other EV manufacturers, I say bring it on, Rivian. That said, I feel like I saw half of their June production in one place!
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Nolimits
Member
Gary Black felt that wall street will see the delivery numbers as positive since June was back to normal essentially. WS now Will focus on Q3/4. He thinks it may trade sideways till ER 7/20
Two of many things Elon said on stage at Delivery Day that I clearly remember.
- Pallidium S is less expensive to build than previous generation.
- No 4680s for S for several years to come.
- No active spoiler (so far)
- No matrix headlights (oops)
- No new tail lights (oops)
I would probably mentally prepare yourself for at least testing the 600 low if the macros don’t hold steady. Any weakness in the macros is probably gonna embolden hedgies to take another stab at dropping TSLA to another leg lower and set a lower low.
From a technical analysis level, it would be very bearish for the stock to set a new low and unless TSLA comes out with blowout earnings and/or the macros go on a major rally, I think it would probably mean the stock is going to be down in the 500/600’s until late Aug/early Sept
Carl Raymond
Active Member
Most tweets and comments that begin “Tesla should focus on…” can be ignored imho.
100,000 employees. Billions to spend on cap ex. Tesla are focused on a hundred different things, none of which slows the other 99.
Bottlenecks only occur where there’s a conflict, such as right now in Shanghai - a choice between making cars today and making cars at a faster rate next week. Easily resolved with a spreadsheet.
100,000 employees. Billions to spend on cap ex. Tesla are focused on a hundred different things, none of which slows the other 99.
Bottlenecks only occur where there’s a conflict, such as right now in Shanghai - a choice between making cars today and making cars at a faster rate next week. Easily resolved with a spreadsheet.
I dunno, my wife has repeatedly reassured me that size doesn’t matter.
We need a "too much information" icon.
Oops, bad typo/autocorrect!Are you saying that production line employees believed the indecent proposal allegations against Elon and that impacted production line efficiency?
We took a mini vacation this weekend. Three Teslas. Me, Plaid. Wife, MYP. My sister, dad’s older Y. Only about 250 miles total for first two cars and 175 for other.
Both Plaid and MYP charged to 100% just before departure. Y was 30%. Sister’s first time long drive in Tesla.
Her first charging experience. At SuperCharger location in Newport Beach, she went to ChargePoint stall by mistake. Pathetic charging rate, hour later 8% to <50%. She was furious. Was going to cancel her order for a Y.
On way back, we all charged at proper Destination Charger in Irvine (though she again pulled up to a non/Tesla Charger initially). First time charging for this trip for both me and wife. I was at 60%, wife at 30%, and sis well below that.
I charged 30kwh. Wife, 43kwh. Don’t have figures for the Y.
She was impressed by the community atmosphere (I was helping and chatting with a new Plaid owner), the dedicated space, and the rate of her charge. I told her this was the slowest that Tesla had.
Super Charger network a Tesla differentiator still? Damn right.
[Edit. Correction in red. It was not an EVGo stall but a ChargePoint one.]
Both Plaid and MYP charged to 100% just before departure. Y was 30%. Sister’s first time long drive in Tesla.
Her first charging experience. At SuperCharger location in Newport Beach, she went to ChargePoint stall by mistake. Pathetic charging rate, hour later 8% to <50%. She was furious. Was going to cancel her order for a Y.
On way back, we all charged at proper Destination Charger in Irvine (though she again pulled up to a non/Tesla Charger initially). First time charging for this trip for both me and wife. I was at 60%, wife at 30%, and sis well below that.
I charged 30kwh. Wife, 43kwh. Don’t have figures for the Y.
She was impressed by the community atmosphere (I was helping and chatting with a new Plaid owner), the dedicated space, and the rate of her charge. I told her this was the slowest that Tesla had.
Super Charger network a Tesla differentiator still? Damn right.
[Edit. Correction in red. It was not an EVGo stall but a ChargePoint one.]
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That is a very logical expectation.
Unfortunately, the market rarely follows logic...
So I am bracing for impact anyway.
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