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

[MarcusMaximus]

Huh? How does that figure??? You think people won't replace ICE with EVs, rather just buy both?

People will buy EV’s who otherwise wouldn’t buy a new car.

 

[Prunesquallor]

Zach: "We are increasing S/X production this quarter as response to increased demand."

The plaid raven has landed.

 

[azaz]

SW update coming for better range/acceleration and Supercharging speed (even for SR 3)

No one talks about my beautiful Midrange Model 3 anymore

 

[Fact Checking]

Aiming for volume of 20 million vehicles, WTF

20 million vehicles per year should be the threshold for a trillion dollar valuation, so I'm glad Tesla is targeting that goal.

 

[Ulmo]

Ugh. These questions

 

[KSilver2000]

I wonder how many people have been basing their decision on buying a Tesla on wether Tesla would make money or at least not lose a bunch more this month.

Just sayin. Might be good for orders.

Not that many I think. If that’s the case, wouldn’t we have had seen a bigger upside in deliveries from 4Q2018 because people would have seen the profitable 3Q2018?

 

[Heimdallr]

Per year?

Yes.

 

[SpaceCash]

Elon saying no cannibalization will happen w/ Y

Actually pretty hilariously indignant.

420 secured

 

[Heimdallr]

20 million vehicles per year should be the threshold for a trillion dollar valuation, so I'm glad Tesla is targeting that goal.

True!

 

[ElectricOrgan]

love Elon correctly pointing out the Model S is the greatest car of all time and makes the driver feel like superman.

I have an X and I get lots of loaner cars when mine is in the shop. I have to say the S is a pretty nice car to drive. I think I'll like a smaller car better, but the S is not bad. I also don't fit in it well. It's way to easy to bump my head getting in or out and shifting in the seat. They seriously sloped the windshield to get that extra 1% on the drag factor. Even my shoulders get in the way getting in.

 

[MarcusMaximus]

GOD, LADY, TURN DOWN YOUR MICROPHONE

 

[Ulmo]

Elon has answered this a million times. NOOOOOOOOOOOOOOO

Edit: I love Elon's "Crystal ball" answer.

 

[jhm]

20 million vehicles per year should be the threshold for a trillion dollar valuation, so I'm glad Tesla is targeting that goal.

Sure, but imagine all the regulatory credits.

 

[Heimdallr]

Huh? How does that figure??? You think people won't replace ICE with EVs, rather just buy both?

No. EV technology will make people want to buy cars quicker. Instead of taking 20 years to replace the global fleet, it will happen in a shorter period of time. So short-term, demand for vehicles will increase. Tesla will be production constrained for many years to come.

 

[Tifighter]

Moar powwwerrrrr!!

 

[ElectricOrgan]

Elon open to supplying other companies with batteries/drivetrains.

Maybe he could focus on supplying Tesla with batteries and drive trains! Isn't battery production still the bottle neck for the company?

 

[SarahsDad]

Just to repeat, 5% MORE HORSEPOWER coming to Model 3 via OTA in the next few weeks. WOW!

 

[electracity]

Not that many I think. If that’s the case, wouldn’t we have had seen a bigger upside in deliveries from 4Q2018 because people would have seen the profitable 3Q2018?

I don't think so. The end of tax incentives in the U.S. will be the big driver. China coming on should offset any US drop in Q1.

 

[Ulmo]

Near term, Solar will grow fastest, but smaller base. Ok, not really much to say here.

Expecting to install a lot of solar in the East Coast.

 

[SOULPEDL]

All this good news at once, then the solar show Thursday, anyone feel like it was a planned hoopla comeback quarter intended at stock movement?

So far so good...