Drumheller
Active Member
The Roadster 2020? Do you think Tesla is still going to make it? If it is canceled, perhaps announcing so would cause those waiting for a Roadster to buy a Plaid instead.Uh, Roadster 2?
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The Roadster 2020? Do you think Tesla is still going to make it? If it is canceled, perhaps announcing so would cause those waiting for a Roadster to buy a Plaid instead.Uh, Roadster 2?
Always been my opine just combine the Roadster and Model S and have a true flagship on all levels of performance and luxury.The Roadster 2020? Do you think Tesla is still going to make it? If it is canceled, perhaps announcing so would cause those waiting for a Roadster to buy a Plaid instead.
Berlin and Austin have room to continue production growth.I think it's unclear to folks where another 600,000 more cars in 2024 compared to 2023 come from physically when there's no new factories having even begun construction yet.
I would very much like a 2 seat convertible from Tesla. The Miata is the only ICE vehicle I miss driving. I enjoyed the Model S P85+ I owned as my first Tesla and would likely be happy with a Plaid S but I've been holding out for the new RoadsterAlways been my opine just combine the Roadster and Model S and have a true flagship on all levels of performance and luxury.
Isn’t what’s important revenue growth rather than vehicle unit growth? Not to mention profit growth?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?
Along this line of thought, would it be likely that Pepsi rarely charges higher than 80%? If so, this would be a good counter argument for all the "Tesla Semi is not making 500 mile runs" rhetoric that will abound.
Isn't it usually referred to as a "lair"?Evil geniuses do not build houses. They build bases.
How would next year's estimates be affected if the production of the Next-gen in Austin were to begin as early as mid to late 2024?
I'm one of those. My roadster deposit will immediately go towards a newly less expensive Plaid. The only reason I didn't jump on one already is that I'm already planning to get my truck by EOY or close to it. (low reso #)The Roadster 2020? Do you think Tesla is still going to make it? If it is canceled, perhaps announcing so would cause those waiting for a Roadster to buy a Plaid instead.
Berlin and Austin have room to continue production growth.
Because they can soak their respective governments for development money.![]()
Since HY cars cannot make it in the EV paradise of Norway how come some people still think they are a good idea?
Brook's Law: "Adding programmers to a late project makes it later."
For TSLA the stock, yes, you're correct, at least for short to midterm price. But there isn't much to make revenue growth increase more than how significant price cuts have been. Yes, there's storage, but I don't think storage balances out the price cuts.Isn’t what’s important revenue growth rather than vehicle unit growth? Not to mention profit growth?
I’m only 37% through the Issacson biography but so far my view is that he’s subtly anti-Elon, speaking as an Elon-o-phile and a Tesla/SpaceX/Boring fanboi.
<-- biography thread is that wayI’m only 37% through the Issacson biography but so far my view is that he’s subtly anti-Elon, speaking as an Elon-o-phile and a Tesla/SpaceX/Boring fanboi. It may not matter because the vast majority of people reading this don’t know much about Elon and there is more good than bad about him in there. Even though I just read 200+ pages, it seems that he rushed over seminal moments in Tesla/SpaceX early history. Very little was said about the Model S design and early production. Nothing about Falcon 9 development. He totally botched the grasshopper section where he confused grasshopper and early Falcon 9 landing attempts, it was a confusing mess.
So far Issacson spends a lot of time on interpersonal interactions and far less on the companies themselves, which is, I guess, what you’d expect from a literary writer.
If you want to know early SpaceX history, the Berger book is far, far superior.
We shall see what the later chapters produce, I suspect there is a lot more detail about the last two years when Issacson shadowed Elon. Hopefully he’ll be able to understand what he witnessed and not botch that too.
<-- biography thread is that way
Other folks are trying to read it too so spoilers ain't welcome at all.