It’s strange to see as looking at cars you can pick up now there are 12 non demo cars and for customer it’s June…
Delta Mix: | 2023 Q1 | Totals | | | Delta Deliveries |
18,699 | Model Y | 73,353 | $5,000 | $93,495,000.00 | 98.34% |
-20,224 | Model 3 | 16,978 | | | |
| | 90,331 | | $91,942,789.20 | |
| Model S/X | 1,934 | -1,029 | -$30,870,000.00 | |
| | | | $61,072,789.20 | Delta G.M. |
| 2022 Q4 | Totals | | | |
| Model Y | 54,654 | | | |
| Model 3 | 37,202 | | | |
| | 91,856 | | | |
| Model S/X | 2,963 | | | |
Nobody gets it ‘all’ right, unfortunately. And it’s a mistake to dismiss the entirety of a person and their thoughts because of such.
In our current market, the valuation of Nvidia is bucking the trend with substantial gains. Why? The "market" is connecting the dots between AI and Nvidia. I think when the market sees CT ramping, they will be able to connect the dots of 500K Cybertrucks at 20% margin to higher share price. Lots could mess that up, I just see it as the most likely, near-term catalyst. Of course if the market gets bad enough, nothing will buck the trend.You could be right, but my hunch is the CT (like the Semi) won't help TSLA at all until the economy and macros improve. It will certainly help advertise for Tesla, as CT's start driving around the streets people won't be able to stop talking about it, and the deluge of YouTube and social media posts about the CT will have an enormous positive impact on Tesla demand. But I don't think WS will give a hoot about any of that as long as the market macros are tanked.
The company and the stock are often disconnected, and I think the CT launch will be one of those moments if the economy is still bad by then. TSLA should catch up in a massive way once the economy improves of course.
Sure - I understand the conspiracy theories. But I've also had regulatory fine on a software that was running that way for over a decade in one of the "too big to fail" banks I was working in at that time.
Yeah, no. Not buying a several year long software mistake of this particular sort.
To be clear, I wasn't trying to make an accurate prediction of UK deliveries in March. I have no business doing that, as I'm not doing any research or trying to reason explanations for anything. I don't even have a spreadsheet set up
.
www.teslarati.com
And noooobody knew there was a software bug for allllll that time - um, whatever.Sure - I understand the conspiracy theories. But I've also had regulatory fine on a software that was running that way for over a decade in one of the "too big to fail" banks I was working in at that time.
Opinion | A Better Way to Think About Conspiracies (Published 2021)
People will always be interested in conspiracy theories. They need a tool kit for discriminating among different fringe ideas.www.nytimes.com
...never leap to a malignant conspiracy to explain something that can be explained by incompetence and self-protection first.
Just noting it’s a ‘slashing’ of price according to the article. Clearly your definition of tiny is different than the author’s.Hadn't seen this posted- Tesla cuts Megapack pricing despite 2 yr wait... it's a weirdly tiny cut though? 30k off a nearly 2 million dollar item.
Tesla introduces Megapack price cut, 2-year wait time remains
Tesla has slashed the price of the Megapack commertial energy storage system, likely aided by a recent production ramp.
I'm not sure how you can argue that, when the verifiable facts are:
Hmmm ... its almost as if you have no experience with large enterprise softwareAnd noooobody knew there was a software bug for allllll that time - um, whatever.
Long-term as in the rest of 2023. If nothing changes in terms of Tesla's offer and/or the local costs (incentives, electricity tariffs, lease rates), nothing will change on the demand side either.Longterm, the £25K car, or €25K even? And in a size format that fits down British hedgerows?
Cheers!
