Joe F
Disruption is hard.
Shame on you: You used the D word!
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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ZachF
Active Member
Somewhat OT:
I really can't believe Uber is going for $90 billion on it's IPO... seriously considering shorting it to fund more TSLA purchases.
There is no way Uber is worth 2x Tesla.... It should be the other way around (at least)
I really can't believe Uber is going for $90 billion on it's IPO... seriously considering shorting it to fund more TSLA purchases.
There is no way Uber is worth 2x Tesla.... It should be the other way around (at least)
exactly. that's something that's "conveniently" forgotten in most of the BMW vs. Tesla analysis: Customers were anticipating the new 3 series model and thus bought less of the highest volume BMW series than they would have in a "normal" year.
I cannot believe this. What the hell is Wall Street thinking?
GM's Cruise recently got a $19 Billion valuation. Do they even have any products for sale that are on the road like Tesla?
jhm
Well-Known Member
It took them several weeks to find this. But now we know that TSLAQ is mining our posts for material they can exploit. Expressing honest differences here does prove that this is not an echo chamber, but perhaps we need to be careful.
People may suddenly need a car, leaving them with little choice.
(Anecdotally, I placed my Model 3 order after 18 months without a car and I am uncertain if that forms an argument in support of my sanity).
There are many, The Anticipation Of A New Lover's Arrival probably one of my faves.
Be sure to read Inversion too - it's not listed as a Culture novel, but it is. Plus there's an Iain Banks book, The Bridge, that has a tangental reference.
I am so far out that I learned of the Tow Bar option not from the personal email to me from Tesla but from TMC, via our resident AI (-expert) @KarenRei ...
Moments later, when I was going to email Tesla to ask for the upgrade to be added to my order I had already decided that if they would not offer that, I would cancel my order and create a new one with the tow bar option - incurring an extra cost of 1100 Euro due to the recent FSD price hike.
So I could imagine that at least in some EU countries, there will be a good amount of tow bar options.
Pretty good, but you missed an important one.
I'm dying to know the pre-orders for the model Y. I expect them to be far lower than the 3 but it still may be a window. It's going to be an amazing car.
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I’ve read the first one and was
too devestated by the ending to continue with the next ones. I entered knowing it was a series and assuming that meant there’d be plot armor on at least some of the characters. Didn’t realize the “series” was only so in terms of the overarching universe, not the characters.
Will compare with Model 3 SR+ (in brackets) in a second.
Not mentioned, but we know from previous reporting: they lose ~€3k per vehicle, instead of making several thousand € like the Model 3 SR+
- First version: "I.D. 3 1st":
- 58kWh [vs. ~50kWh]
- 420km WLTP (ad later on says "drive up to 550km on one charge" - NEDC? Later variant?) [vs. 415km WLTP. So about 20% higher energy consumption per unit distance for the I.D., which is about what I'd expect from that shape]
- <€40k [vs. €44,5k w/German VAT - assuming that ID is priced with German VAT]
- 30k of the first version being made (unclear of what timeframe - sounds like perhaps over the course of the first year of production?)
- Production start: end of this year.
- "More than 100k per year" will be achieved "over the coming years". [vs. 500k target over the next year, starting this quarter]. 100k/yr "In a running year, not in 2020", although a new car to be introduced next year.
- At plant completion: "Plant has a capacity of 300k cars" (multiple models combined).
- I didn't catch charge rates, just that it'll work with Ionity.
- He refused to answer a reporter question about performance.
One big point of kudos to Jürgen: he took the time to diss fuel cells in response to a reporter question
Additionally, given the recent change in Germany's BEV subsidies I think it can be safely assumed that the length of the I.D. 3 will not exceed 4.65m.
Cohiba
Member
Could you post a screenshot? I am blocked from viewing that account. Somehow I feel a little proud about that.
Indeed, there are a few ships that are mention in more than one novel, but each book tends to focus on a few new characters.
Banks is not at all sentimental, most of his characters are deeply flawed, treacherous, with dark and nasty histories. Most get killed-off, in unpleasant ways.
And while not Culture novels, Against a Dark Background, Feersum Endjinn and The Alchemist are great reads.
But I think everyone dies there too :-D
That's like 1/2 the valuation for all of GM isn't it?
It's nuts. Waymo, Uber, Cruise...that's a lot of FSD money and seems like Tesla is assigned almost nothing for it.
Generally speaking all car sales are down, all SUV/CUV sales are up, for just about all makes. BMW isn't doing as bad as the 3 series sales would indicate (unless they misjudged demand and built too many of them), if you look at total vehicle sales across all lines.
"There is still substantial chance of a short squeeze" ?
As a Wikipedian I would like to point out that this for-profit website does not concern itself with copyright law nor with citing sources for its information.
But it could still be accurate.
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