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

[M3Rider]

HW3

Who cares about HW3 right now if FSD will take another 2 years per ARK interview?

 

[lklundin]

Epic:

"Hi Greg. Thank you for your interest in the 2025 Audi e-tron GT. Your dealership is correct. This vehicle won't be available for purchase until 2025, You can receive updates regarding this vehicle here Audi e-tron® GT concept | Audi USA."​

Wow. I actually thought @KarenRei just made it up to make fun at the TMC suspense...

Audi will be needing a government bailout by that time...

 

[kyzhk]

The message is

"Great things are launching at 2pm" It's not just one!

I think
- HW3 for all new orders after launch + demo for advanced summon. No FSD demo yet.
- 35k model 3
- supercharger v3

 

[schonelucht]

But, just a new hardware option that has no effect on existing AutoPilot functionality whatsoever?

It's not like they haven't done that before... People will buy a new car just for the hardware, that's an undeniable fact.

 

[mickey6]

But what about the S and X ordering is halted as well. New batteries? Eeven greater range?

Yeah..has to be greater range else why would they even bother with the suspense. My guesses are following:

1. AP3
2. Greater range ("420" miles or more on the refresh including M3, X and S - falls in line with SC version 3)
3. Partnership with another company (likely but not sure)

 

[aubreymcfato]

I’d argue that honor would go to Model Y.

I disagree: not everyone knows about model Y, which is definitely something forpeople who actually follow Tesla.
But millions of people know that "Musk promised a 35000$ Tesla".

Update: But it's also true that HW3 + some major software upgrade regarding Autopilot could be the reason to stop also S and X sales.

 

[StarFoxisDown!]

If it is Hardware 3.0/FSD...…..imagine if they actually have a video demonstration of FSD in action...…….drool

 

[replicant]

It's not like they haven't done that before... People will buy a new car just for the hardware, that's an undeniable fact.

They only have to demo the capability. Remember the swipable batteries?

 

[lklundin]

Anyone care for a bite while we wait?

No. Without realizing it I finished a whole hectogram of Lindt 85% chocolate, so I'm good until tomorrow...

 

[Nocturnal]

So....if they are hoping to get SP high enough to make the bond repayment in stock, then maybe it does make sense to batch up several announcements at once and see if they can get it there.

 

[Alphacrux]

But, just a new hardware option that has no effect on existing AutoPilot functionality whatsoever?

If then they'd have to combine it with some cool new functionality.

Also, the "wait is almost over" would suggest something more substantial, such as the Standard Range model. (But then why stop S/X orders?)

A mystery!

New long range (400 mile) S/X using new battery chemistry but NOT new form factor (still 18650)? Along with simultaneous release of SR model 3? Along with Supercharger v3.0 announcement? And HW3? Is this too much to ask for?

 

[Cherry Wine]

By the way -- hats off to the TMC server for keeping the site running today.

 

[HG Wells]

With MR being just 2.9 K away from SR I think MR goes away or SR will be lower than 35K.

 

[Tslynk67]

Impressive volume!

As the actress said to the bishop

 

[Dan Detweiler]

Suspend the website for all models? Has to involve all models. I vote FSD cross country demo. Then open the website back up with FSD as an available option again.

Dan

 

[NicoV]

So....if they are hoping to get SP high enough to make the bond repayment in stock, then maybe it does make sense to batch up several announcements at once and see if they can get it there.

Just the opposite. Elon doesn’t want dilution anymore, so these announcements had to wait untill the bonds were gone.

 

[lklundin]

SP has been pretty stable here in Germany for the past 45 minutes, went down about 1€ in AH.

Edit: Oops, just realized that that was as of the most recent trade at 22:14, i.e. 14 minutes after the US close.

 

[kyzhk]

So....if they are hoping to get SP high enough to make the bond repayment in stock, then maybe it does make sense to batch up several announcements at once and see if they can get it there.

We're way past that (search previous post about price determination, I believe is volume weighted for N days before 1st March). Tesla is repaying with all cash.

 

[uselesslogin]

Just got a text from a coworker that got a call from Tesla who says the SR is out and is sending him info now.

 

[kyzhk]

Just got a text from a coworker that got a call from Tesla who says the SR is out and is sending him info now.

Damn! This kills the suspense.

- 35k model 3 confirmed

What next?