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

[Artful Dodger]

Hi folks,

There's a new interview w/ Sandy Munro dropping Teslabot bombs ( via Tesla Owners Silicon Valley). Below are links to 3 newsworthy comments by Sandy:

1. Sandy Munro comments on the advanced Tesla robot he saw on a private cell phone video during his Giga Texas / CT tour | (10:58)
2. Sandy speculates bots will be able to see in the back of their heads | (29:12)
3. Sandy | Q: What can Optimus really do in the Tesla factory? | (44:27)

The video below is also the 1st link above:

Note that the Tesla Optimus video that Sandy saw at Giga Texas IS NOT the Optimus - Gen 2 | Tesla video published on Dec 13. 2023.

Cheers!

 

[SmokyPeat]

Falcon Heavy just successfully launched the X-37B secret squirrel spy craft into orbit for the US govt. After hours trading also had a pleasing trajectory.

 

[dhanson865]

First major CT accident on Hwy 35 (Skyline) (I assume in California).

https://www.reddit.com/r/cybertruck/comments/18t978v

 

[Musskiah]

Please forgive if this was already posted.

https://x.com/SawyerMerritt/status/1739668662380810244?s=20

Six days ago analyst consensus for Q4 deliveries was 481,000. Piper Sandler is probably coming in hot here. P&D fast approaching. It's getting interesting. Troy agrees in excess of 500k production may be in the cards, athough deliveries will clearly be less according to him.

 

[Musskiah]

Fully Ramped Tesla Megapack and 4680 Production Lines in 2024 | NextBigFuture.com

Superior Tesla performance in 2024 can come from surprising scaling of the Tesla Megapacks and 4680s. Tesla will just need to replicate the fully ramped each

www.nextbigfuture.com

Plausible? Yes
Improbable?...

 

[Knightshade]

Six days ago analyst consensus for Q4 deliveries was 481,000. P&D fast approaching. It's getting interesting. Troy agrees in excess of 500k production may be in the cards, athough deliveries will clearly be less according to him.

His last public est. for deliveries was 477k (Dec 17 I think)- he'll have his final # posted on the 31st, with 1,801,074 total deliveries for the year.

 

[Musskiah]

His last public est. for deliveries was 477k (Dec 17 I think)- he'll have his final # posted on the 31st, with 1,801,074 total deliveries for the year.

Yes indeed. I was referring to this Tweet, sorry I should have posted it.

 

[Usain]

Note that the Tesla Optimus video that Sandy saw at Giga Texas IS NOT the Optimus - Gen 2 | Tesla video published on Dec 13. 2023.

There has been some dispute about that. At the end of this video, I believe Herbert was saying that he got confirmation that Sandy was actually referring to the same video we all saw. Sounds like maybe Sandy got a sneak preview?

But to me, it's still an open question. Maybe Sandy saw something different. Maybe he didn't.

 

[MartinAustin]

So... why did TSLA fall 3% today? Rest of the market did fine.

 

[Discoducky]

Finalized my CT order tonight. AWD, Jan to March delivery, Seattle area, Reservation 129***** (placed Nov 20th, 2019). Going to be a rough next few months waiting...and this is in the purchase agreement

 

[Chunky Jr.]

Yes indeed. I was referring to this Tweet, sorry I should have posted it.View attachment 1003926

Pfft. I will have an even more accurate estimate in early January.

 

[Musskiah]

So... why did TSLA fall 3% today? Rest of the market did fine.

(1) This....

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

I’m seeing a few videos from the electric Viking and others suggesting that the model Y juniper will see as much as 20 percent longer range because of a new CATL battery pack. So I’m assuming that if this is true it will probably be available in Canada but not the US as US built Y’s don’t use...

teslamotorsclub.com

(2) Max Pain is $255
(3) The short sales have been rolling in this week

 

[Chunky Jr.]

So... why did TSLA fall 3% today? Rest of the market did fine.

In the Amazon rain forest, a butterfly flapped its wings

 

[y_naught]

Finalized my CT order tonight. AWD, Jan to March delivery, Seattle area, Reservation 129***** (placed Nov 20th, 2019). Going to be a rough next few months waiting...and this is in the purchase agreement

View attachment 1003951

That res# doesn’t make sense. I’m RN1129xxxxx on 11/22/19.

 

[JusRelax]

Yes indeed. I was referring to this Tweet, sorry I should have posted it.View attachment 1003926

Rob Maurer is estimating 509k vehicles produced:

 

[Big Time]

Got a hankering to roll out the barrel…..

 

[mongo]

That res# doesn’t make sense. I’m RN1129xxxxx on 11/22/19.

@Discoducky dropped the leading 1

 

[AZRI11]

First major CT accident on Hwy 35 (Skyline) (I assume in California).

https://www.reddit.com/r/cybertruck/comments/18t978v

View attachment 1003903

View attachment 1003904

View attachment 1003914

Minor injuries according to this linked article. CHP Confirms First Tesla Cybertruck Crash, Minor Injuries - The Autopian

 

[Electroman]

The question is everyone's mind - is that CT repairable? if so how much would it cost?

 

[2Pearls]

@Discoducky dropped the leading 1

I reserved my CyberTruck the night of the event about 2+ hours in and my number is RN113026xxx. Not sure how within 2+ hours, I got 113xxxxxx when many others received. 112xxxxxx?