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

[Xepa777]

Commerical vehicle will definitely be a van. Calling it now. That form factor would also serve well as a Robotaxi in some markets and perhaps in some tunnels...

Modular cyber vehicle that can be a van or hatchback or robotaxi with a few tweaks. Design was made with robotaxi in mind so it’ll be hella basic / ugly / low cost to make, but because of the cyber form factor they can get away with it.

 

[M|S|M MYP]

So then how does he claim it's faster than auto growth. Must be accel faster then.

acceleration boost...that's how! Have we not learned anything here??

 

[StealthP3D]

For humor, there was some (only semiserious) gnashing of teeth over my partner's buying the "discounted" 2022 Model Y, 2 weeks before the big Jan price drop. Hey - she did her part for Q4, still excited about the free SC miles.

Potential price drops after purchase of a new car are the same dynamic facing an investor whenever they buy shares in any company. I deal with it the same way; look at what you're buying, what the price is, and whether the value the value is there or not. Whether shares in a company or a new car, you are not buying to sell tomorrow, so potential price drops that are unknowable at the time of purchase don't really matter, hindsight is 20/20. Even though it could be argued that you might have guessed lower prices might be coming, there is no point in crying (or gnashing teeth) over spilt milk.

I'm just heartened that Tesla prices are back in the zone where they feel like a good deal again. Everyone will draw that line at a different place but, in the middle of 2022, even though they were objectively a good deal relative to what else could be purchased in the auto market, the entire market seemed absent anything that could really be called a good deal, especially on the ICE side of things, and EV's were slim pickings. Now, a new Model 3 and Model Y do feel like good deals once again, even if they will cost even less in 5 more years.

 

[M|S|M MYP]

Modular cyber vehicle that can be a van or hatchback or robotaxi with a few tweaks. Design was made with robotaxi in mind so it’ll be hella basic / ugly / low cost to make, but because of the cyber form factor they can get away with it.

One person's trash is another person's treasure

 

[MP3Mike]

I'm most disappointed that there was no real discussion on the Tesla Semi production plans for 2023.

 

[NicoV]

So to summarize: the big questions were answered: no there is no demand problem, no there is no margin problem, and yes something new is coming. Seems to correspond to the AH price movement.

 

[zannman]

I keep listening and not hearing anything about a plan for V2G/V2L complimenting Stationary Storage and what Tesla's plans are around that. I really believe the country will need to figure that out in in 2025 and shortly thereafter to support retiring utility generation.

 

[phantasms]

I haven’t heard the call yet. Will do so tonight when my boy gets to bed. Any mention of the Roadster? I’m guessing no but we are curious. Thanks!

 

[Ogre]

So which factory might produce Optimus?

I think this may be a hint

View attachment 899858

Son of a b*, it’s right there in plain sight.

 

[phantasms]

Maybe that’s how they will deal with the worker shortage in the area.

 

[Ogre]

Hopefully efficient enough to have better range than the ID.Buzz.
A couple of earnings calls ago Elon already said that the robotaxi platform would be build to accommodate a flexible interior.

I think smaller outside and much more efficient. Maybe 50 kWh battery? They’ve done casting on the Model Y, folding on the Cybertruck.

Next obvious construction method is inflation.

 

[phantasms]

OMG. It’s a bad photo but that’s got to be the car right there, no? Everything in that photo of Nevada is a Tesla car. Well, what is this?!?!

 

[Prunesquallor]

Hopefully efficient enough to have better range than the ID.Buzz.
…

And a better name.

 

[MP3Mike]

Any mention of the Roadster? I’m guessing no but we are curious. Thanks!

Nope.

 

[wipster]

Ooooor Teslabots.

Kinda like the Energizer TeslaBot? Just open up a panel in the back and slip a couple newly charged 4680's in there?

Just in emergencies...

 

[SOULPEDL]

Maybe that’s how they will deal with the worker shortage in the area.

Glad somebody said this! Just like all the Semis lined up along the shipping docks in the new Nevada image. Why wouldn't they?

 

[Singuy]

What is the typical cost of Tesla insurance? 100/month? I am looking at 250k people already on Tesla insurance without even opening up FL, the 2nd biggest Tesla market?

 

[H Mak]

So to summarize: the big questions were answered: no there is no demand problem, no there is no margin problem, and yes something new is coming. Seems to correspond to the AH price movement.

In less than a month we're up 50% from the intra-day low in early January.
Spare a thought for the Tesla Economist. What price did he sell out at I wonder

 

[Singuy]

In less than a month we're up 50% from the intra-day low in early January.
Spare a thought for the Tesla Economist. What price did he sell out at I wonder

I think he did the opposite of Elon, last in, first out.

 

[kclifton]

What is the typical cost of Tesla insurance? 100/month? I am looking at 250k people already on Tesla insurance without even opening up FL, the 2nd biggest Tesla market?

Mine is $175/month. I did choose higher than standard coverage due to my location.