Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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bdy0627
Active Member
My best guess is the stock isn't going to move much on this ER. Anyone that doesn't know the financials will look at least much worse than the last couple of quarters hasn't been following Tesla at all. If they look better than expected, it's hard to imagine it will be by much. We could very well see one of those days where we get a decent dip that climbs back up by the end of the day with a net effect of not much. I think the option sellers will make out very well this week.
wipster
Gold Member
bdy0627
Active Member
I typically cringe at some of Elon's critical tweets, but I find these tweets to Fred just fine. Very warranted IMO.
Fact Checking
Well-Known Member
Elon has a history of calling out unfair media coverage - and in the case of Fred he is not wrong either.
Fred has openly bragged about being "blacklisted" by Tesla PR, so access journalism is clearly not working in his case...
At least 20+ million followers of Elon are now informed that Fred is regularly misleading about Tesla.
So when he said to Ark Investment "we will have FSD by the end of the year, I work extremely close to the autonomous team so I'm fairly certain that we will be feature complete by the end of this year" is completely talking out of his ass? As in he has never seen any of his cars do any complex street manipulation, not even in a simulator?
Last year in OCT, he said "our cars will have the ability to fully self drive by early next year"...and here we are, just finished the FSD investor event. He also said 35k version of the car middle of this year and that happened prior to that time line.
I don't know..I feel like he is hitting deadlines pretty spot on lately.
Welp the low S/X production numbers(at least for April) are now explained. Can we stop worrying about them now? Lol
Boom. There’s your refresh. And this is why they slowed S/X production.
EVNow
Well-Known Member
SpudLime
Active Member
The Longest-Range Electric Vehicle Now Goes Even Farther
The Tesla Team April 23, 2019
For more than a decade, Tesla engineers have been obsessed with making the world’s most efficient electric vehicles. As a result, Tesla vehicles already travel farther on a single charge than any other production EV on the market. Today, we’re making changes to Model S and Model X that allow them to travel unprecedented distances without needing to recharge, beating our own record for the longest-range production EVs on the road. And we’ve accomplished this without increasing the cars’ battery size, proving that our expertise in system-level design can make our cars dramatically more efficient.
Beginning today, Model S and Model X now come with an all-new drivetrain design that increases each vehicle’s range substantially, achieving a landmark 370 miles and 325 miles on the EPA cycle for Model S and Model X Long Range, respectively. Using the same 100 kWh battery pack, these design and architecture updates will allow drivers to travel farther than ever before, charging less frequently and getting more range out of every dollar spent on charging.
We’re also introducing a brand-new adaptive suspension system for Model S and Model X, along with a few other improvements for the best range, acceleration, and ride comfort ever, plus a Ludicrous Mode upgrade for our most loyal customers. Here’s what’s new:
More Efficient Design
All Model S and X vehicles now benefit from Tesla’s latest generation of drive unit technology, which combines an optimized permanent magnet synchronous reluctance motor, silicon carbide power electronics, and improved lubrication, cooling, bearings, and gear designs to achieve greater than 93% efficiency. Pairing a permanent magnet motor in the front with an induction motor in the rear enables unparalleled range and performance at all times. The net effect is a more than 10% improvement in range, with efficiency improvements in both directions as energy flows out of the battery during acceleration and back into the battery through regenerative braking. In addition to adding range, power and torque increases significantly across all Model S and Model X variants, improving 0-60 mph times for our Long Range and Standard Range models.
Faster Charging
Paired with the new more efficient drivetrain design, Model S and Model X are now capable of achieving 200 kW on V3 Superchargers and 145 kW on V2 Superchargers. Together, these improvements enable our customers to recharge their miles 50% faster.
Fully Adaptive Suspension
We’ve also upgraded our air suspension system for Model S and Model X with fully-adaptive damping, giving it an ultra-cushioned feel when cruising on the highway or using Autopilot, and a responsive, exhilarating confidence during dynamic driving. Unlike other manufacturers, our suspension software is developed completely in-house, using a predictive model to anticipate how the damping will need to be adjusted based on the road, speed, and other vehicle and driver inputs. The system constantly adapts by sensing the road and adjusting for driver behavior, automatically softening for more pronounced road inputs and firming for aggressive driving. We’ve also improved the leveling of the system while cruising, keeping the car low to optimize aerodynamic drag. As with all of Tesla’s in-house software, the adaptive suspension can receive over-the-air updates, allowing us to enable all Model S and Model X customers to have the most advanced suspension technology at all times.
Constant Refinement
To complement these changes, we’ve also re-engineered several other components of Model S and Model X in keeping with our philosophy of continuous improvement. These updates include new wheel bearings and a few new tire designs for certain variants to improve range, ride, and steering. While these changes may seem minor, together they have a meaningful impact when it comes to EV design.
In addition to our Long Range and Performance variants, we’re also re-introducing a lower entry price for Model S and Model X by bringing back our Standard Range option, now available for an even greater value with the new drivetrain and suspension updates. We also want to emphasize the critical impact each of our early Tesla owners has had on advancing our mission, so as a thank you, all existing Model S and Model X owners who wish to purchase a new Model S or Model X Performance car will get the Ludicrous Mode upgrade, a $20,000 value, at no additional charge.
These changes will go into production at our factory in Fremont, California this week, and can be ordered today at Tesla.com.
EVNow
Well-Known Member
I thought some how AH SP went to 370
And now we all wait for the interior upgrade...…………..the waits continue lol
MartinAustin
Active Member
OK so the Model X goes 325 miles without a switch to 2170. That's the same as the LR Model 3. The 205-mile Audi looks pathetic. The Mercedes had a 200-mile range for a few minutes before they withdrew it and said "we, uh, haven't released the range yet."
The competition just got a whole lot more frustrated.
And 2170 looms in the distance I assume.... since it doesn't charge above 200kW.
The competition just got a whole lot more frustrated.
And 2170 looms in the distance I assume.... since it doesn't charge above 200kW.
I for one am ready for a lawnmower with 0-60 in 3 seconds
Autonomy investor day and now a S/X refresh just before the Q1 earnings. This timing is interesting.
With this update, it seems like the interior refresh and any possible battery changes are not going to happen until Q3 at the earliest(like the interior leak said a long time ago)
Prunesquallor
His cardinal virtue? An undamaged brain.
This. It was bad. I agree, it will set them back at least a year and Boeing will beat them to a crew launch.
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