I would say that the decimal has its name from its primary use in a base ten numbering system - this is not bound to the metric system. We could have ended up with a base two system (where a half would be written 0.1) - or maybe better a base twelve system (so 10 would be divisible by 2 and 3, 10/2 = 6, 10/3=4, 1/10=0.1), the metric system would then have its prefixes being powers of that chosen base instead of ten. Apologies for the digression.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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I would say that the decimal has its name from its primary use in a base ten numbering system - this is not bound to the metric system. We could have ended up with a base two system (where a half would be written 0.1) - or maybe better a base twelve system (so 10 would be divisible by 2 and 3, 10/2 = 6, 10/3=4, 1/10=0.1), the metric system would then have its prefixes being powers of that chosen base instead of ten. Apologies for the digression.
StealthP3D
Well-Known Member
Wait...so the USD$ is considered "metric money"?
At least we have a start on our conversion to the metric system!
j6Lpi429@3j
Closed
I have no idea who this person is, but they have 8 million twitter followers and claim their tesla just saved their life...
Ethan Dolan on Twitter
Ethan Dolan on Twitter
Dr. J
Active Member
Buckminster
Well-Known Member
Yup, American cheese translates better into the imaginary number system. If you look at it, it has to decide whether it is cheese or not.
I have learned a lot from your analysis and inputs but will have to disagree with this one comment. TSLA has been on par with the market or underperforming. The only positive has been that the SP on a daily basis increased on high volumes and decreased on low volumes. This is always a bullish sign.
One half of social media stars the Dolan Twins. That's right, soon even teenage girls will be talking about how OMG Tesla has totally saved their future husband.
ladysbff
Member
OT but it's the weekend: Just passed Bill Gates driving his Taycan outside Seattle.
Accidentally made eye contact with him since I kind of sped up to check out the car.. slightly awkward!
Accidentally made eye contact with him since I kind of sped up to check out the car.. slightly awkward!
Did you give him a lift on the way back, or at least helped to push the car?
ladysbff
Member
He was really close to home... hope that wasn't necessary but you never know
The SEC has made a statement, apparently that companies will get extra time to make required filings if they are affected by COVID-19,
SEC_News on Twitter
Any comments on the above in relation to Tesla would be appreciated, thanks.
SEC_News on Twitter
Any comments on the above in relation to Tesla would be appreciated, thanks.
dc_h
Active Member
I don’t think they (legacy in general) can comprehend the momentum and urgency Elon and Tesla are applying to the business. Shanghai will be over 300,000 cars by early next year, Germany will be 500,000 by end of 2021 and the USA will probably have at least one new factory in construction. Monthly production will be above Q4 2019.
on another note, if the Cyber plants can be built to scale at 100,000 or even 50,000 they can build regional plants. Without presses that need to run at 500,000 or more to make sense, the cyber truck can scale down and still run at high margins. many legacy manufacturers scaling up to 250,000 by 2025 or 2030 are going to be light years behind on tech, pricing and capabilities.
The Littleton, Colorado one.
Why not invest that money in TSLA until MCU3 comes out and then buy that instead?
Dr. J
Active Member
Artful Dodger
"Neko no me"
I don't think the information provided in the 'production numbers' tweet supports that conclusion yet. It is equally possible that the first 2,365 MIC Model 3s produced in Feb used Panasonic cells, until such time as LG product was able that meets Tesla's specifications. Then (once LG was able to supply approved cells), the remaining 1,559 cars produced in Feb used locally sourced LG Chem cells.That average figure sounds around what would be expected given they were starting the second shift after Chinese New Year. I estimated 1500/week for the final 6 weeks of Q1.
The info regarding the Panasonic/LG mix is also very interesting. Seems like there is some way to go before batteries and packs are all MIC. If Shanghai is using 700 packs per week from GF1 that could impact how quickly Model Y can be ramped.
As is becoming increasingly clear for all manufacturers, ramping battery/pack supply is difficult. It's a good job Battery Day is coming
Neither of potential interpretations is supported by the available data. The best answer is, 'we don't know yet'.
Cheers!
Artful Dodger
"Neko no me"
tinm
2020 Model S LR+ Owner
you forgot:
Media: GM’s Tesla Killer: Detroit automaker announces EV that can do 400 miles on a single charge
Wall Street: ZOMG SELL TSLA
Artful Dodger
"Neko no me"
Perhaps, but I don't think its clear yet that GF3/Shanghai is operating 7 days x 2 shifts per week. I think the norm in local industry is a 6 day work-week. At the very start of production, GF3 was running 5 days prod. + 1 day training per week. That doesn't mean Tesla is constrained to that schedule going forward, I'm simply suggesting we don't know yet what they will do.View attachment 519154
Also, there should be scaleup from February to March. February was basically the worst possible circumstances, and some scaleup would be expected regardless.
And so I remain open minded on how the calculation should be done when mapping a partial month total back onto 'per week' output, then extrapolated that forward once more to estimate 'full month' production. Especially with the first week after the restart of production clearly being in a rampup mode.
We'll get better numbers soon enough: the 2020Q1 P&D report will be out in ~26 days.
Cheers!
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