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

[Zhelko Dimic]

It's communication element that's BROKEN...

 

[MarcusMaximus]

Completed design of Model Y

 

[secondstage]

Model Y capex will be low.

 

[Cherry Wine]

Damn, he doesn't get what real problems are with service/CS/Sales... Listening to CC, and Elon talking about service

Where's the discrepancy between the two?

 

[sweter]

Improving service #1 priority

He did say "in North America" though :/

 

[SebastianR]

Talking about Model Y sharing many parts.

 

[secondstage]

"Battery comes up and straight into the vehicle..." Nice

 

[MarcusMaximus]

Expecting 50-100% higher demand for Y vs 3

 

[MXWing]

Elon: "Model X is a faberge egg. Will never be made again."

Anyone want to buy my

Limited Edition Short Range Model X Dual Motor?

 

[Starno]

10k is still the goal, but not from Fremont.

I think Fremont goal was 500k/year total vehicles including Model S, X.

Here I'm talking only Model 3.

 

[Singuy]

Model Y production in Gigafactory Nevada

 

[X Fan]

Elon: "Model X is a faberge egg. Will never be made again."

Anyone want to buy my

Limited Edition Short Range Model X Dual Motor?

Ouch

 

[joefee]

Improving service #1 priority

AMEN!

 

[azaz]

no mention of standard range 3 yet (frankly I dont think it matters much till demand falls)

 

[SebastianR]

Semi not mentioned.
Retail investors first.

 

[Zhelko Dimic]

Where's the discrepancy between the two?

He talks about improving mobile service; they already work well; problems are that there are black holes in Tesla's internal communication systems, incidents being dropped, calls not being returned, no one knows where cars is or what status is or how to work the process. Once you get to work with people, they're usually very good, that doesn't need improvements...

He's solving for the wrong problem. AAAAAAARRRRRRRRGGGGGGGGHHHHHHHHHHHAHNAHAHAH TRULLLY ANNNNOOYYYEEDD!!!!!!!!!!!!!!

 

[KarenRei]

First time he's ever mentioned the possibility of 800k/yr for Model 3 worldwide demand.

Recession = 500k.

S/X: "slight decline in total vehicles", net cashflow similar. Unspoken: "And everyone who buys a Model S/X gets a better car now"

 

[AWDtsla]

UGH! Nothing about addressing one customer getting emails from 50 Tesla people, half of whom are no longer with the company by the time you actually see something.

Message not received.
Abort, Retry, Fail?

 

[AWDtsla]

He talks about improving mobile service; they already work well; problems are that there are black holes in Tesla's internal communication systems, incidents being dropped, calls not being returned, no one knows where cars is or what status is or how to work the process. Once you get to work with people, they're usually very good, that doesn't need improvements...

He's solving for the wrong problem. AAAAAAARRRRRRRRGGGGGGGGHHHHHHHHHHHAHNAHAHAH TRULLLY ANNNNOOYYYEEDD!!!!!!!!!!!!!!

This is ridiculous...

 

[oneday]

Module production at Shanghai gigafactory. No mention of cells.