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

[SpeedGoat]

In which scenario would a 100 KWh Model 3 make most sense from Tesla's POV? If they are battery production limited, assembly limited, cash limited, high margin product limited, delivery capacity limited (etc)?

I thought they would benefit from making as many robotaxis as possible. Or maybe they think replacing some P100D Model S sales with P100D Model 3 would further increase their margin?

In the scenario where they continuously improve their offerings to not merely match their competitors but to leave them behind completely.

Yes, a 100kWh Model 3 would be taking the current market leader and taking it up a significant step.

That isn't something the dinosaurs would do. They would prioritize short term profits and hold back their innovation until they "needed" to release it. That isn't my read on how Tesla operates.

 

[mekberg]

In the scenario where they continuously improve their offerings to not merely match their competitors but to leave them behind completely.

Yes, a 100kWh Model 3 would be taking the current market leader and taking it up a significant step.

That isn't something the dinosaurs would do. They would prioritize short term profits and hold back their innovation until they "needed" to release it. That isn't my read on how Tesla operates.

Nail in the coffin to ICE mfgs who intend to roll out their "competing" cars in 2020/2021. E.g. Polestar and VW ID line.

 

[Jack6591]

Has this been posted yet?

BREAKING: Travis County considering Tesla incentives deal

From the article:

The new facility -- which Tesla calls a “gigafactory” -- would build Tesla’s upcoming Cybertruck electric pickup, as well as be a second site to build the Model Y SUV. It reportedly would be Tesla’s biggest facility, surpassing the company’s vehicle assembly factory in Fremont, California, that employs 10,000 people and its battery factory in Reno, Nevada, that has 6,500 workers.

 

[Khamul]

Has this been posted yet?

BREAKING: Travis County considering Tesla incentives deal

Looks very fresh, but that site is closed to European visitors. Can't get it to work in a proxy either. Could you give a short summary?

 

[Curt Renz]

Damn, what the heck is driving this? Curt, any ideas?

Reuters - 10 hours ago: Tesla's China car registrations up 150% month on month in May

Electrek - half hour ago: Tesla leak shows Model 3 with 100 kWh battery pack, would have over 400-mile range - Electrek

 

[MartinAustin]

I genuinely thought (early this morning) that TSLA was going to go lower, as part of some "second wave" fear. Now it's back up to 95% of the ATH.

 

[wipster]

Reuters - 10 hours ago: Tesla's China car registrations up 150% month on month in May

Thank you Curt!

 

[Knightshade]

That isn't something the dinosaurs would do.

It's also not something a company that was in any way battery limited on production to meet demand would do -which AFAIK is still the case for Tesla (especially if they seriously intend to get Y ramped, plus Semi and CT production going anytime soon)

Which is why these are only appearing in test vehicles, not production ones.

 

[elasalle]

The Fed says it is going to start buying individual corporate bonds

 

[Tim S]

Looks very fresh, but that site is closed to European visitors. Can't get it to work in a proxy either. Could you give a short summary?

"Tesla is negotiating terms of a possible incentives deal with Travis County that could bring the electric car maker’s next U.S. assembly plant -- and thousands of jobs -- to Austin, the American-Statesman has learned.

The Travis County Commissioners Court is scheduled to discuss the terms of the potential incentives deal in an executive session on Tuesday, according to people with knowledge of the proceedings. A vote is expected in the coming weeks.
...
It was unclear Monday whether the negotiations with Travis County signal that Tesla has settled on Austin, or if the company is also continuing to negotiate with Tulsa on possible incentives."

BREAKING: Travis County considering Tesla incentives deal

 

[MartinAustin]

Has this been posted yet?

BREAKING: Travis County considering Tesla incentives deal

From the article:

The new facility -- which Tesla calls a “gigafactory” -- would build Tesla’s upcoming Cybertruck electric pickup, as well as be a second site to build the Model Y SUV. It reportedly would be Tesla’s biggest facility, surpassing the company’s vehicle assembly factory in Fremont, California, that employs 10,000 people and its battery factory in Reno, Nevada, that has 6,500 workers.

Strikes me as a little odd because Travis County contains the State Capitol/government and most of Austin, but not the piece of land between Hutto and Taylor that has been the subject of scrutiny. That's in Williamson County which is one up to the north. I very much doubt Travis County has any land cheap enough to put a Texafactory.

 

[mickle]

Strikes me as a little odd because Travis County contains the State Capitol/government and most of Austin, but not the piece of land between Hutto and Taylor that has been the subject of scrutiny. That's in Williamson County which is one up to the north. I very much doubt Travis County has any land cheap enough to put a Texafactory.

Maybe they would put offices in Austin, for admin, development, R&D, etc, to start moving things out of California.

 

[dl003]

This is what happening. JPow is a certified OG.
The Fed says it is going to start buying individual corporate bonds
Macros seem to like it /s

 

[ZachF]

$1k again soon?

 

[troym]

Reuters - 10 hours ago: Tesla's China car registrations up 150% month on month in May

Electrek - half hour ago: Tesla leak shows Model 3 with 100 kWh battery pack, would have over 400-mile range - Electrek

This is what happening
The Fed says it is going to start buying individual corporate bonds
Macros seem to like it /s

Agree - this seems more likely to be the case than China regs as CPCA estimated 11095 a week ago vs Reuter’s 11 565 today. The move seems overdone for an extra 470 units.

 

[Jack6591]

The next few weeks could be amazing. S&P, Cybertruck/Model Y Gigafactory, Battery Day...

Man, oh, man. Each person, is his own luck blacksmith. To all the longs, I wish you all the finest — you’ve created your own luck.

 

[StealthP3D]

This might just be a test car/config. I don't think we will see a 100 KWh M3 any time soon.

Define "soon".

Tesla is not in the habit of testing things "just in case".

 

[Mich]

This is what happening. JPow is a certified OG.
The Fed says it is going to start buying individual corporate bonds
Macros seem to like it /s

In Trump we trust. Or how should I interprete this?

 

[elasalle]

Define "soon".

Tesla is not in the habit of testing things "just in case".

At least 1&1/2 years. Or unless some competition forces their hand

I think Tesla is testing new tech in existing cars.

 

[dl003]

In Trump we trust. Or how should I interprete this?

No corporations are allowed to go under. Going to pump us through earnings. Practically nothing really changes.