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

[Stretch2727]

Heh, Ron Barron just called the Tesla $25K compact the "Model 2" on CNBC!

Elon has corrected people saying it will not be called "Model 2" but did not give a name.

Until Tesla gives it a name I think "Model 2" has stuck as it conveys a sub Model 3 car.

 

[Singuy]

Not bad. Looks like real world range @ 65mph is ~ 425 - 450 miles with whatever load they are carrying.

But definitely not 500 miles.

I believe it's over 500 miles at 55mph, which is the speed limit for Semi in California.

 

[Dikkie Dik]

FYI, until TMC recognises X.com links, you can manually change the url from x.com to www.twitter.com for it to render correctly.

I was wondering why some “tweets” show up correctly and some don’t.

Work around I use is to open the post in my browser and link from there. Two clicks extra.

 

[Artful Dodger]

CPI report shows annual U.S. headline inflation rate of 3.7% — a 14-month high

CPI shows biggest increase in U.S. inflation in 14 months

U.S. consumer prices leaped 0.6% in August --- the biggest increase in 14 months -- largely because of higher oil prices. Yet Inflation more broadly was mild.

www.marketwatch.com

TSLA holding up well vs the QQQ macros after this 're-flation' of oil prices... haha, do you think Wall-E realizes now that Tesla is the genuine, no-nonsense no-carbon play? From soup to nuts, we've got it all: Generation (solar), Storage (megapack), Distribution (superchargers), EVs (2S3XY CT Semi)

Plus Autonomy and AI/Robotics are like free options in a Trillion-Dollar Loto (El Gordo)!

Cheers to the Nutz!

 

[hobbes]

Model 3+ seems to be just LR AWD:

https://carnewschina.com/2023/09/12/specs-of-upgraded-tesla-model-3-revealed-by-chinese-regulator/

 

[mongo]

Elon has corrected people saying it will not be called "Model 2" but did not give a name.

Until Tesla gives it a name I think "Model 2" has stuck as it conveys a sub Model 3 car.

The Tesla 2 seater...

 

[Singuy]

One concern I have - Ron Baron said they'd be up (in terms of units of cars sold) only 20-30% this year, and the same next year. Just for context:

In 2022, Tesla sold 1.31 million units

Based off of 20% unit growth projections:

2023 - 1.57 million units
2024 - 1.89 million units

Based off of 30% unit growth projections:

2023 - 1.7 million units
2024 - 2.21 million units

These numbers are extremely conservative, aren't they? If Tesla sells 1.57-1.7 million units in 2023, I think TSLA is guaranteed to crash back into the $100s.

So is Ron Baron just spitballing conservative numbers, or does he have some kind of guidance directly from Tesla?

Tesla has guided 1.8M twice now for 2023 and just based on current reg numbers Tesla will have to shut down q4 to be at 1.5M.

 

[Artful Dodger]

Until Tesla gives it a name I think "Model 2" has stuck as it conveys a sub Model 3 car.

Well I don't know what the Compact car variant will be called, but the Next-Gen Robotaxi or 'Model 1' should be called "Johnny Cab" as a hat tip to Mars/Recall:

Then of course, that memes Made-in-Mexico robotaxi will be known as the "Model Juan"...

¡Salud!

 

[2daMoon]

The Tesla 2 seater...

If it takes 2, and is sold in the Latin America market, it could be called the Tango.

Offer a yellow-red color and you can have a Mango Tango.

 

[UncaNed]

https://x.com/SawyerMerritt/status/1701840820184244460?s=20

It says "According to leading analysts Benchmark Lithium, the global weighted average price of lithium ion battery cells fell 8.7% in August, taking it below the $100/kWh mark for the first time since August, 2021"

...wouldn't a 100 KWH battery pack cost over $10,000 at that rate? What am I thinking wrong??

(Edited spelling and such)

 

[Featsbeyond50]

The Tesla 2 seater...

Hey, we don't really think it's going to be a two seater do we? Moms need to be able to ride with their kids. Groups like to ride together. A two seater will be limited in the US. Needs to be a four seater with room for stuff.

 

[Artful Dodger]

The Tesla 2 seater...

Uh, Roadster 2?

 

[mongo]

Uh, Roadster 2?

It has rear seats if you don't get the SpaceX package.

Hey, we don't really think it's going to be a two seater do we? Moms need to be able to ride with their kids. Groups like to ride together. A two seater will be limited in the US. Needs to be a four seater with room for stuff.

Extrovert...

 

[Artful Dodger]

Heh, Ron Barron just called the Tesla $25K compact the "Model 2" on CNBC!

Investor Ron Baron on trusting Elon Musk after making big bets on Tesla and SpaceX | CNBC Television (30 min ago)

 

[MP3Mike]

Tesla Semi is killing it with 729 miles in one day with some extra charging during delivery stops.

Outstanding.

View attachment 973489View attachment 973490

https://twitter.com/x/status/1701846620168728691

It finished the day at 794 miles travelled, but was still on the move. Doing another 27 miles before stopping at 12:39AM to charge.

It has already done 209 miles so far today.

 

[UncaNed]

Funding is coming from the EU CEF Transport programme, specifically the Alternative Fuels Infrastructure Facility calls: Funding & tenders

You can see that the last cutoff for proposals was April, so likely the evaluation process that produced the award would have finalised recently, hence it became public. Typically the time to grant following notification of the award is around 3 months, so before the end of the year, although if Tesla know the money is coming the could typically start sooner

Once the grant is signed, it will appear on this page: Funding & tenders

Edit: I see @NicoV found the CINEA evaluation results PDF, which is some good sleuthing, I didn't even realise it was publicly available. More info here: Transport infrastructure: over EUR 352 million of EU funding to boost greener mobility

And yes, EU has been throwing money at hydrogen since forever, they used to have a Joint undertaking call FCH "Fuel Cell Hydrogen" running, I'm not sure what happened to that though

Maybe something like this happened to it though:

 

[AudubonB]

I received this email from Tesla today. Nice.

View attachment 973384

Tesla’s marketing (?) team can make excellent decisions.

Like not sending this Alaskan that infuriating insult.

 

[Singuy]

15 Teslas were set on fire by a left winger who committed arson in Germany

https://x.com/alex_avoigt/status/1701912549149610100?s=20

 

[2daMoon]

Hey, we don't really think it's going to be a two seater do we? Moms need to be able to ride with their kids. Groups like to ride together. A two seater will be limited in the US. Needs to be a four seater with room for stuff.

Do you honestly think none of the other models will be available for Robotaxi use?

A 2-seater will be perfect for 95% (statistically) of current vehicle use scenarios.

Next time you are on the road, notice the number of occupants in other vehicles.

 

[Knightshade]

Tesla’s marketing (?) team can make excellent decisions.

Like not sending this Alaskan that infuriating insult.

C'mon now- they are the same folks who emailed me a couple times a year to tell me about their awesome solar products that they were not actually offering where I live.

If only the people who sold me my car had any possible way to know where I lived and filtered their marketing emails against it.

Maybe someone someday will invent such advanced technology,

A 2-seater will be perfect for 95% (statistically) of current vehicle use scenarios.

<citation required>

Seriously though-you might be entirely right but first time this came up I briefly looked and couldn't find good #s on this (especially specific to taxis/rideshares)- if you have some I'd love to see em.