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

[hobbes]

My vague sense is that the CCP and Musk are less than 100% friendly lately. As evidence, point to the lack of GF Shanghai expansion (yet). Of course, that could be due primarily to general economic conditions in China, but it is curious.

Yeah, this seems to be most consequential if true: https://www.scmp.com/news/china/art...-suppress-elon-musks-starlink-researchers-say

 

[SOULPEDL]

Traditional truck buyers don't like seeing big changes for sure. Heck, look at Ram still selling two model designs (gen 4 and 5) with gen 4 not much different than the gen 2 from 1994. Crazy stuff.

Now where's that newbie earlier today who complained that they had better refresh the Model 3 and Y or it will become stale.

I think what was keeping the old trucks going were all the add-on features and tech that could easily be bolted on or modified, then they jacked the price. Sweet deal when interest rates were zero.

My last truck was a full size '78 K2 Blazer, rare gov't pre-owned 2-speed. GM actually repainted it for free (blue peeling off). Then I sold it all because I didn't feel like changing the clutch. What a mistake!!! I regretted selling it my whole life... until now

 

[ZeApelido]

Giddyup

https://twitter.com/x/status/1631032858419576832

 

[ggr]

Some of the roadsters almost certainly we’re sold at negative gross margin. But Elon pulled out the whip along with his brains and things turned around fairly rapidly.

IIRC, the first 500 Roadsters (1.0 version and signatures) were at the original (loss) price, but were delivered without some of the features that had been promised. Our early (#537) 2.0 was significantly more expensive, and some of the features were still extras. I could be wrong about exactly when the price went up, but certainly before VIN 501.

 

[Thekiwi]

Stream is Live

2023 Investor Day

We plan to host Tesla's 2023 Investor Day on March 1, 2023. Our investors will be able to see our most advanced production line as well as discuss long term ...

www.youtube.com

 

[phantasms]

Stream is Live

2023 Investor Day

We plan to host Tesla's 2023 Investor Day on March 1, 2023. Our investors will be able to see our most advanced production line as well as discuss long term ...

www.youtube.com

Profit?

 

[SOULPEDL]

I am 99% certain that the vault cover does not slide into the cabin.

Introduces all kinds of unnecessary issues with leaks and noise and headroom. Also, I'm pretty sure the peak of the roof is narrower than the vault opening which would make this impossible. There are reasons you keep the outside out and the inside in and don't mix the two.

Also, if this were the case, you would see the vault cover inside the truck since the vault cover is open at the unveil.

Agree, but where does is go if not in the roof and doesn't block the rear window? This is magic!

Stream Music has started...

 

[JRP3]

Let's Gooooo

 

[Big Time]

Great Intro!!! Stacks on Stacks I believe is the technical term for those castings

 

[advocate8]

I met a GM vehicle artist/designer on a plane (long time ago). He was very frustrated that he came up with so many original designs and looks, but they were never considered. Paraphrasing his answer (in case someone here might have overheard me on that plane in the 80's) "GM is afraid to take any risks."

Yup. Google Zora Arkus-Duntov. once of GM, if you don’t know the name. He’s remembered for one of their few distinctive cars. After that? Design by committee, where the idea was not to make a mistake, mainly. No one cares who designed the Impala.

 

[Featsbeyond50]

I think they have continued the same gap down for aesthetic purposes.

Is there for sure a frunk?

 

[EVMeister]

Hope you're all feeling S3XY.

 

[Chunky Jr.]

It's not about Tesla being electric. Legacy auto has engaged in group-think for some time and nobody has been willing to risk stepping outside traditional manufacturing techniques.

They (legacy auto) are used to operating by "If it ain't broke, don't fix it".

Well, guess what? It's now broken and they have no clue how to deal with it.

 

[Buckminster]

Let's Gooooo

View attachment 912708

What is this shape? 2 seater RT?

 

[TN Mtn Man]

Concerning Tesla live streams...
1) Sure would be nice if they could actually start on time.
2) Would be nice if the "techno" music went away. OK I'm old-git off my lawn!

 

[SOULPEDL]

They keep turning the autos upside down. I wonder what that means? /s

 

[wipster]

Yup. Google Zora Arkus-Duntov. once of GM, if you don’t know the name. He’s remembered for one of their few distinctive cars. After that? Design by committee, where the idea was not to make a mistake, mainly. No one cares who designed the Impala.

Wonder what he would think of the current hybrid?

 

[hobbes]

Stream is Live

2023 Investor Day

We plan to host Tesla's 2023 Investor Day on March 1, 2023. Our investors will be able to see our most advanced production line as well as discuss long term ...

www.youtube.com

Like the timing of the event, don´t have to stay up too late in Europe to watch the event live!

EDIT: If it will actually start anytime soon...
EDIT2: I swear I didn´t read @RichardL ´s post before first EDIT here

 

[Unpilot]

After-market likes the music.

 

[DutchDriver]

Bottom of the live stream called TSLA LIVE instead of TESLA