To me it is likely.
If they had said anything about it, many would have waited. Add recent 0.99% APR for MY only to clear as much inventory as possible.
All comes together neatly.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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If they had said anything about it, many would have waited. Add recent 0.99% APR for MY only to clear as much inventory as possible.
All comes together neatly.
I guess 0.99% worked so well for Model Y, that now they are doing 1.99% for Model RWD and LR:
Cult Member
Born on the 4th of July
So how long do we have to wait until self driving a car on public roads isn't allowed anymore? 10 years? 20 years?
Not anything you are able to do will be legal forever, if it's dangerous for everyone.
For that to happen, it will have to be on every car and free (included in the price of the car).
30-50 years? Considering politics, maybe never.
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As soon as the insurance companies gets it. They cannot forbid us - they don't need to. They will make it expensive to drive yourself.
Germany is a huge disappointment, but at least South Korea picked up the slack.
Riding a horse on public roads is arguably a lot more dangerous than riding in a car. But it's still allowed on most roads except highways.
Got to admit I'm surprised to see Steve in the "no" camp. The vote isn't about performance over the past few years or for current, its about the deal made in 2018 which was fulfilled and met years ago.
Man, next week is going to be such a crap shoot.
Are you? Really?
You come across as an anti-cheerleader. Usually your "positive" comments are couched with qualifiers, albeit subtle ones sometimes, such that your comments net out negative for anytime approaching the near or even mid-term.
Perhaps stop "trying" and just be positive.
I am not positive about TSLA over the short term, say the next year or two, but I am positive in the very long term.
Why would you want me to pretend to have an opinion I actually don't? Just to be a cheerleader? How would that help anyone or be a worthwhile contribution to this thread?
It’s almost like they sent the German ones to South Korea ….
cliff harris
Member
This is an EXTREMELY optimistic take on waymo. Their entire technical model is 100% flawed, because it relies on maps. Maps are outdated milliseconds after being generated, so worthless, but actually WORSE because they potentially give false data. Plus the cost of the sensor suite per car is prohibitive, and the cost of mapping is prohibitive.
Does waymo make a profit? no? then why scale at all? If they are a maps-based system, then they gain nothing from scale. More coverage means more mapping vehicles. There is no viable business model here whatsoever. Its lunacy to think they will soon have 50,000 robotaxis. I'm sure their 'investor deck' is very impressive, and that they employ talented sales people, but that does not make it a viable business.
If Tesla solves FSD, which is looking more likely than ever, then it will work in London, Lisbon, Rome, Beijing, you name it. I don't expect to see waymo making HD maps of my local town in south west England any time soon, but I wouldn't be surprised for FSD to handle it within 12 months,
I’m not deep enough in the weeds on internal European Tesla logistics, but is there a wave effect within Europe?
eg: are Germany produced model Ys sent across the continent in the first 2 months of quarter, while German deliveries are saved for the last month of the quarter since they are close to the factory?
I am aware that Europe went into the quarter with a large amount of inventory, so not sure my above query would be that plausible, but just raising it as a possibility for low Germany sales.
Model Y refresh will be a bit more complicated than the model 3 was, due to the fact that Europe Model Y is supplied by both Shanghai & Germany factories, so both of them will need to transition at roughly the same time (ideally Shanghai a bit earlier given long shipping time to EU).
Speaking of model refreshes, what’s everyone’s thoughts on the Rivian model refreshes announced today in relation to CyberTruck competition?
The dual motor R1S/T with 420 mile range (vs the dual motor CT being 340m), and the max performance model with faster acceleration (2.5s) than the CyberBeast are to be applauded in my book.
The dual motor R1S/T with 420 mile range (vs the dual motor CT being 340m), and the max performance model with faster acceleration (2.5s) than the CyberBeast are to be applauded in my book.
cliff harris
Member
In the short term, a great deal for truck buyers. In the long term, irrelevant, because rivian cannot make a profit on any of their existing vehicles, and there is no evidence this will be changing any time soon. Rivian literally cannot affor to make these in a large enough quantity to matter. I think due to the more conventional styling, rivian competes more with the lightning than the CT?
They claim that they will make a profit with this refresh. We'll see if that is true.
Do you have a source for the 4680 run rate? Just checked with TheLimitingFactor, he tweeted this today:
Relevant for our discussion are those two quotes from the tweet:
Dividing 52,000 gets us pretty much to 1000/week. So even though they have likely ramped up cell production since the call, it is still in the right ball park IMHO.
Also, I think it is good to be a bit ahead of CT production with the cells to keep things running smoothly - in case they change something with the cell lines, you don´t want to directly affect CT production.
With that logic, the M3 Highland has a imminent refresh coming, too. /s
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