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

[Chickenlittle]

Expected China Factory online Q4, does that mean we will see $35k model 3 around that time?

Thinking of buying one for my teenage daughter since she has been such a sweet girl without any nasty traits of teens

I doubt that but possible. Model3 standard for USA will be produced in usa

 

[brian45011]

I need cliffnotes, hurry up you smart people.

 

[KarenRei]

Reaffirmed paying the bond in cash. Good. Can't rub that in enough.

 

[Buckminster]

aaaarrgggghhhh - Elon reading a script then off piste...

 

[mongo]

I don't think it says that. I think it says that if we took the best 24hr run of each part of the line, and put them together, it would have equalled 1K/day, but we have not had the line able to actually run as one coherent unit at that rate yet, but hope to by the end of the year.

There is no room to buffer on the line. It could be a part delivery/ sourcing limitation. Maybe GF1 pack or drive unit assembly, but outside of Fremont (unless it's seats).

 

[gene]

Improving service #1 priority

 

[SebastianR]

Lots of comparison to automotive industry and how unusual the Tesla success is.
Focus on improving service + China + Europe

 

[gene]

Optimistic profitable Q1

 

[Pezpunk]

Musk: "I'm optimistic about profit in Q1 ... and all quarters moving forward."

 

[kyzhk]

EM: "Optimistic about profitable Q1 and all quarters forward"

 

[Carl Raymond]

Do you think they are storing up their ZEV credits and minimized payables expansion to use as ammo to boost Q1 to be profitable? Seems that way to me

It’s an easy way to fine tune quarterly outcome. Couldn’t outperform Q3 in Q4 or the layoffs start to look unsavoury.

 

[EVNow]

"optimistic about profits in Q1" = $2 SP increase

Now at $307 from 302.5.

 

[Driver Dave]

"Optimistic about profitable Q1 and all quarters forward"

I'd like this as a tee shirt.

Or at least on a mug.

 

[Krugerrand]

Fail.

But bonus points for giving a full effort.

 

[MarcusMaximus]

Gonna start stocking all common parts at service centers.

 

[Zhelko Dimic]

Damn, he doesn't get what real problems are with service/CS/Sales... Listening to CC, and Elon talking about service

 

[kyzhk]

With acknowledgement from EM himself about improving service, this wipes out my last concern. I am holding my core $TSLA positions for the next 30 years

 

[elasalle]

OK time to drop the Servicing question preemptive strike ...

 

[SebastianR]

Service improvements done via App and automatically service is called when a fault in the car is detected.
Parts distribution will be better: SCs will have all common parts. Idea to have service done in 20 minutes....

 

[MD70]

By mentioning improving service (in the US) as the number 1 priority and then talking more about service it seems EM has got the message that service needs significant improvement.