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

[uscbucsfan]

What happened to the CT almost being sold out for the year in Q1? They are sending out invites en masse for almost instant deliveries and non-FS will start next quarter.

 

[Buckminster]

https://twitter.com/x/status/1801379655439569208

 

[SOULPEDL]

Gotta hand it to this investor wanting to monetize FSD ahead of Autopilot. But what really cracked me up was the guy filming. Looks like Nicolas Cage got pretty amused as well.

 

[Buckminster]

https://twitter.com/x/status/1801377742287683899

Chat here:
FSD Transfer

 

[Singuy]

What happened to the CT almost being sold out for the year in Q1? They are sending out invites en masse for almost instant deliveries and non-FS will start next quarter.

Is non-FS not a Cybertruck?

 

[uscbucsfan]

Is non-FS not a Cybertruck?

Elon said they were almost sold out of the CT for 2024 in Q1. What did they mean?

 

[Thekiwi]

Fun fact: Bill Gates held 40% of Microsoft at IPO. During the decade of stagnation he divested his Microsoft shares and holds less than 2% today.
Without divestment, he’d be worth around $1T

Melinda Gates would say otherwise

 

[Buckminster]

Some smaller updates:
Semi General Discussion
HW4 & HW5 Discussion
Tesla Optimus Sub-Prime Robot
Super Bull Future TSLA Valuations
Tesla Van
Tesla Network prerequisites
Gen 2.5 2025 model discussion

Also CT prod to be 2500/w end of year

CT to be altered for China and/or EU homologation in 2025

 

[Webeevdrivers]

Hi all. Couldn’t watch the meeting. Two quick questions.

1. Any mention on the supercharger network expanding, North America in general but specifically Mexico.

2. Any mention on new markets like Chile?

Thanks.

 

[MP3Mike]

1. Any mention on the supercharger network expanding, North America in general but specifically Mexico.

Yes. (That portion of the video starts about here.)

2. Any mention on new markets like Chile?

Yes.

 

[Thekiwi]

Three new covered cars in this picture... but two look identical. I have an idea what that could mean - what are your thoughts?

https://twitter.com/x/status/1801367995274371076

I think It’s just a placeholder picture for “hidden car” (the cheaper model to be built on the existing 3/Y lines in 2025, plus the new robotaxi model) and the different one is a different class of “hidden van shaped vehicle” (presumably a van, but possibly also a boring tunnel type high capacity of 6+ people autonomous people mover)

 

[Thekiwi]

Wow Elon is also describing remoting into cars when they’re stuck like Waymo

Well at least everyone can stop debating that now.

 

[Thekiwi]

Did anyone asked how we will circumvent the European tariffs imposed to the model 3 MIC?

Not sure if anyone posted it here yet, but Tesla is stating that from July 1st that the model 3 may be subject to the much higher import taxes.

So they are using it to move units before quarter end at the moment.

 

[freakdahouse]

Not sure if anyone posted it here yet, but Tesla is stating that from July 1st that the model 3 may be subject to the much higher import taxes.

So they are using it to move units before quarter end at the moment.

View attachment 1056377

Well I canceled my m3p order because of that, they don’t know how much it will cost… this is the sort of thing that should be addressed in this type of meetings. By the look of it, a model 3 will be more expensive than a Y on Europe?

 

[Mengy]

Well I canceled my m3p order because of that, they don’t know how much it will cost… this is the sort of thing that should be addressed in this type of meetings. By the look of it, a model 3 will be more expensive than a Y on Europe?

Probably. Y's are made in Berlin, 3's need to be imported.

 

[freakdahouse]

Probably. Y's are made in Berlin, 3's need to be imported.

Indeed, I’m curious to see what will be the strategy.

 

[Thekiwi]

Well I canceled my m3p order because of that, they don’t know how much it will cost… this is the sort of thing that should be addressed in this type of meetings. By the look of it, a model 3 will be more expensive than a Y on Europe?

Possibly depending on the amount of import tax, Tesla might need to source EU model 3s from Fremont again.

 

[Webeevdrivers]

Yes. (That portion of the video starts about here.)


Yes.

Thanks Mike. We’ll check it out when we get a better connection. On the road with the trailer in Utah.

 

[freakdahouse]

Possibly depending on the amount of import tax, Tesla might need to source EU model 3s from Fremont again.

21% added to the already 10%, the MIC seems pretty much dead to Europe.

 

[CHGolferJim]

COVID was the largest transfer of wealth from Gen Z and Millenials to Boomers, thanks to asset inflation. I feel sorry for anyone under 35 trying to buy a first home or have children. Unfortunately, the endless enrichment of the more fortunate is having a detrimental effect on the future of our country. I am grateful to have the means I have "earned" (I'm not so sure investing is actually earning in the sense of deserving it TBH) but I don't like how it is effecting less fortunate than I. We need others to feel like they are successful in order to maintain society.

Agree, and it has a huge impact on our society and voting trends and the unmentionable (p**itics).