Pre-markets jumping more due to very +ve US jobs report
CNBC: Jobs growth soars in November as payrolls surge by 266,000
CNBC: Jobs growth soars in November as payrolls surge by 266,000
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
The Verge reports at the end of the article that the motion was rejected out of hand by the judge.
Elon Musk’s lawyers pressure caver Unsworth for an apology
Krugerrand
Meow
A) He didn’t say or suggest selling. He did suggest buying all you can if the case is lost and TSLA takes a dive.
B) You literally just said what he said about people being emotional and making emotional decisions.
I agree with the "mildly disappointed" part, but I wonder whether the cost of producing and installing (and possibly servicing) the v3 250kW SCs is significantly higher than the v2, 120kW ones. And if that is the case, whether Tesla prefers to install v3 SCs in areas of high traffic or of high-speed travel (high speed limit highways, Autobahn, etc.).
It may also be that they have a big stockpile of v2 SCs already produced, or it's simply faster to make these compared to the v3s, in which case v2 and v3 will coexist for the foreseeable future.
To mods: if you feel this is really off-topic or has the potential to hijack the thread with endless discussion on Supercharger technology (which I don't encourage in any way), feel free to delete or move this post to a more appropriate thread.
Mike Smith
Active Member
Kurt Huwig on Twitter
Need confirmation on this. Anyone here speak German who can look up info on the Umweltbonus?
Need confirmation on this. Anyone here speak German who can look up info on the Umweltbonus?
For anyone who doesn't want to give Fred a click: they switched from single and dual motor Cybertrucks in late 2021, tri-motor in late 2022, to having dual and tri-motor in late 2021, and the single-motor RWD in late 2022. Likely as a result of the fact only 17% of reservations were single-motor RWD, with the rest split between the other versions, so why not prioritize the more expensive versions?
Fact Checking
Well-Known Member
Yes, they announced that, but haven't seen the follow up yet.
The V3s are supposed to have significantly lower TCO relative to the amount of service throughput.
Krugerrand
Meow
I got other things to do, like have sex on my private islands, on my two yachts, with a drink in hand while swing from my own SuperCharger...
Yeah, I vote let’s get it done yesterday!
Fact Checking
Well-Known Member
No, the original announcement was tentative: just a DPA press release by the German government, with concrete action "soon". We are still in that phase, with no news I've seen.
Fact Checking
Well-Known Member
Pre-market TSLA trading volume is higher than usual, ~165k shares traded so far.
Krugerrand
Meow
Is it possible they have no choice? That the permits they applied for (previous to V3 being ready) stipulate exactly what’s going in? That only NEW permits or less strict permits allow them to install V3?
Fact Checking
Well-Known Member
That was yesterday during the trial, apparently they tried an oral motion - then filed this today.
I think it was said that permit comes on 25th of Dec.
It's been obvious for a long time that the V3 cabinet line wasn't ramped, and even today is still ramping. Which is exactly what Tesla said when V3 was introduced; that there would be a rampup period. All across Canada since this summer they've been building out Supercharger stations, and then leaving them unfinished, awaiting the not-yet-available cabinets.
Mass producing things in a cost effective manner is the hard part. It doesn't just appear at scale the moment you unveil the product. Until the production line scaled, their choices were V2 or nothing.
It's worth pointing out that V2 Superchargers were a conceptually much simpler system to build. If I recall correctly (correct me if I'm wrong - this isn't a topic I've followed as closely), the racks inside the V2 cabinets are the same AC chargers as used in the S/X. Aka, already produced at scale. By contrast, V3 charger cabinets are a dedicated product.
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Yes! When I read that GF4 parking areas are now filling up with cars ready to deliver, it seemed to me that several thousand MIC deliveries are now nearly guaranteed by end of Q4. The Shanghai and national leaders are not going to want pictures published of thousands of M3s sitting waiting for delivery because Chinese bureaucracy is holding up the final permit. That would detract from their huge PR win showing that in China a huge, complex factory can be built from scratch in 11 months. Whatever mid level dept. issues this sales permit is going to get stepped on hard if they don't grant the permit in the next week or two. Every day that 800 more cars join the ones already parked is going to increase pressure on them to get off the dime.
Fact Checking
Well-Known Member
Up to ~200k shares traded in the pre-market with a few minutes to open - quite lively!
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