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

[j6Lpi429@3j]

Well no kidding if its close or less its an easy decision to switch. But if its more than marginally more $$ are you still going to switch to Tesla insurance ?

Sure, but as has been mentioned, tesla KNOW everything about how you drive. where, when, how fast etc. They also have better collision data for their cars than anyone else, they know the exact cost of repairs, and you already have an account with them to pay for the car or for supercharging.
In other words, tesla can probably undercut a generic insuer AND still make money. Especially if they also handle any bodywork repairs and vertically integrate that too.
Plus sentry mode and 8 cameras mean zero time wasted about what happens and whose fault it was.

This is actually genius, and likely a nice money earner.

 

[tivoboy]

Also, Sentry Mode could record most vehicle damage, massively reducing insurance fraud, false claim losses and litigation costs and risks.

Haven't thought it all through yet, but this sounds better for short term finances than robotaxis, as owner satisfaction with Tesla is very high. This could draw in a lot of existing owners if the rates are good.

Exactly. Frankly, i could actually see Tesla GIVING the owner insurance, in exchange for some amount of TN usage by Tesla. Assuming regular insurance profile.

Also, think about this. Say someone has DUI in their background, well there is nothing better to control for that than a car that CAN drive itself. We’ll call it the NON Designated Driver mode. That’s the sort of thing that could really lower insurance price for an owner.

I’d bet the Tesla AI/FSD computer could even TELL when the driver is impaired and take over.

 

[KSilver2000]

But will they provide coverage for non-Tesla cars within same household in a multi-car policy? If not, I don’t see how one would come out better by having various policies to cover multiple cars.

The response to how they could achieve 90-100k deliveries this quarter seemed a little lacking. The tax credit reduction next is only $1,875, which isn’t that much. Any price change (and we all know there is a high likelihood of one based on their history) would easily make up that difference.

 

[elasalle]

Why is Fremont possible for Model Y?

Elon: Can append building space to west side of building and use internal space used for warehousing.

In retrospect, but M3 lines should have been designed for both M3 and MY ...

 

[bdy0627]

Stands out as very curious for me too. Also, how can they be not profitable with 90k to 100k deliveries???

I'm wondering this too. Will margins go down that much on model 3 with SR+ dominating the mix?

 

[MarcusMaximus]

I'm wondering this too. Will margins go down that much on model 3 with SR+ dominating the mix?

Answering that now. Basically, its because they're unwinding the "wave" instead of packing deliveries into the quarter.

 

[SebastianR]

Q2 loss explained by getting rid of the wave...

Getting rid of the "wave" is also good for working capital

 

[CyberDutchie]

More working capital needed because unwinding the wave is why not profitable with 90-100K deliveries

 

[SebastianR]

Freaking Adam Jonas again...

Really like Elon's answer - on Tesla making money on the information arbitrage... This will be the ultimate proof that Autopilot is safer!

 

[EVMeister]

Adam BONEASS

 

[Mkorpal]

Answering that now. Basically, its because they're unwinding the "wave" instead of packing deliveries into the quarter.

That doesn't really make sense though if they hit all those deliveries.

I kind of wonder if they have more one time restructuring events they expect in Q2.

 

[Ggusev]

Someone PLEASE explain this to me!

Bad Q1 is off the agenda finally. I happened, ouch, pff, time to move on.

 

[Doggydogworld]

Q2 loss explained by getting rid of the wave...

Doesn't make sense, though. Unwinding the wave should help margins, even in the quarter they do it. It will reduce deliveries/revenue, but delivering 90-100k would take care of that.

Zach gave the real reason - price cuts. They hope to gain enough efficiencies by Q3 to offset those and return to profitability.

 

[tinm]

I hope Tesla insurance is offered to the whole fleet, including legacy cars (like my 2013 S)

 

[Mhycki]

Again. Why not lower FSD and put some in the coffers ... raise the price still May 1st?

What am i missing.

 

[CyberDutchie]

Drama created by Adam Jonas anc co, lol

 

[Fred42]

Q2 loss explained by getting rid of the wave...

Getting rid of the "wave" is also good for working capital

Unwinding the wave means more transitions between variations for different markets. So they'll need to really have that down.

 

[myt-e-s-l-a]

TSLA earnings summary

 

[TSLA_Hopeful]

OMG Adam Jonas STFU

 

[ZeApelido]

Elon: TSLA stock price is manic / depressive. Like someone yelling random prices for your house everyday.