Causalien
Prime 8 ball Oracle
Just came back from the options market. There's a bunch of options mispriced for todays unveil. For one thing. They are mispricing the volatility of such an event. A risk worth taking in my opinion.
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If you don't ever need to road trip (charging sucks), and don't mind the subpar infotainment system, there's nothing wrong with I-Pace, and you shouldn't feel bad. Still runs on electrons, performance is Tesla-esque, etc. But if you actually want Model 3, why are you locking yourself into an 18-month lease?
I've only got an MR, but that would be ~5% increase, or ~10Wh/mi reduction. I would think it would largely be lost in the noise -- the efficiency I get driving to/from work varies a whole lot more than 5%.Speaking of, I’ve been following the reddit threads regarding that.
Have you seen an actual improvement in wh/mi? Im curious if this is an actual efficiency improvement
Strong hints this is the first of several loans. There was talk of "Chinese banks" and this is from only one Chinese bank, singular.
OT
I am going to try to stop posting here (the investor forum) for a while. I do so out of an unhealthy compulsion to provide information to people. On the whole, people don't want to learn anything which disagrees with their preconceptions, so I really shouldn't. I've been told this by many wise people: let people believe whatever nonsense they want to believe; practically nobody wants to learn anything, and it'll just be frustration to explain things to 99% of people. They're right. Almost everything I've posted for the last year is a repeat of something which has been posted before, usually many times, by myself or others; I'm just seeing the same misapprehensions over and over again, and there's really no point in discussion. If I do start posting, I shouldn't be doing so.
Thanks and massive props to Brian45011 for being the only person here to disagree with me who really proved me wrong.
Thanks to jbcarioca for genuinely insightful responses on *all* occasions, even to content which moderators are deleting.
Thanks to those who have collected data.
Thanks to many of the rest of you for being interested in analysis.
I'll still be lurking and reading. I just won't post.
Nerode N signing out.
Neroden, I must have missed this. Why are no zev sales expected? I had actually assumed Tesla would sell as many as possible in Q1.
Yep, and I read it somewhere that the total Chinese loan offer was $3b, but cannot find the reference.
Can this really be 7 seats?Tesla on Twitter
Model Y full shape showed in Tesla tweet.
View attachment 386341
- Appears to be a Model Y under tight cover.
- Shows full side profile, rear much like Model X.
- Now the exterior is almost certain so Tesla better have some interior or software surprise in the hat to pull out at the event.
I don't pay close attention to wh/mi, sorry. And I rarely charge to 100%. I did the night after the update and it actually went to 321. Last time I fully charged I believe it went to 306. I got my car last May, vin #19xxx.Speaking of, I’ve been following the reddit threads regarding that.
Have you seen an actual improvement in wh/mi? Im curious if this is an actual efficiency improvement
Ouch, I hope it doesn't look like a Prius.
I thought the stimulus loan was started during the Bush administration to save Ford (they received $5B, which they never paid back, compared to Tesla's $500M, which was paid back). The money, both Ford and Tesla, was actually disbursed during the Obama administration.
Ouch, I hope it doesn't look like a Prius.
It's possible. My Toyota Highlander was a 7 seater and it was 191". Model 3 is 185", so a 10% longer car might be able to squeeze in 7.Can this really be 7 seats?
So once production capabilities ramp to greater speed, a more aggressive educational campaign by Tesla may be helpful.
Same building same spot at least
Chiming in on the advertising discussion — I’d much rather see any extra funds poured into R&D instead of advertising.
Elon has said “pace of innovation is all that matters in the long run.” Twitter
The speed and quality of Tesla’s innovations have been the key to its long-term success. To build on that success it has to keep investing in innovation and product development. There are enormous opportunities and demands for R&D investment, including:
Battery chemistry, cell and pack design
Design and development of Model Y, pickup, Semi, Roadster, less expensive sedan
Manufacturing robotics, software and AI for auto, batteries, storage and solar products
Inverter technology and manufacturing for auto, solar and storage products
Self driving technology
Solar panels and solar roof technology and materials
Megacharger and SuperCharger technology and manufacturing
Etc
Tesla’s R&D has generated tremendous value and competitive advantages in so many critical areas. If extra opex is to be spent, as a long-term investor I’d MUCH rather see it invested in innovation than advertising.
When Tesla gets its innovative products to market it has no trouble finding customers.