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Or you could just skip a bunch of pages. I understand the drive to read everything but sometimes it's easier to just jump ahead.Finally caught up on that thread.. what an ordeal.
To save time for everybody, how about shutting this thread down for the weekends and bank holidays plus some hours for after hours / pre market chit chat ? Maybe some would have time to get their lives back, or would be obliged to post in the dedicated threads ?
I think what was confusing was Elon's statement of a run rate of 500k by the end of 2019. That was for all vehicles rather than just model 3, which still does look achievable even with just a small contribution from Shanghai.
Good point. How much of this do you think is already factored into current share price or is another adjustment down implied once / if any company forward looking production or delivery adjustment restatement occurs.So Q1 was obviously worse than they expected, and Panasonic is ramping up slower than expected, and I suspect the 500k figure for 2019 wasn't revised to not complicate the SEC lawsuit - but once the judge signs off on the new settlement I'd not be surprised to see 2019 guidance lowered, in light of Q2 or Q3 production perhaps.
But these are pretty uncertain numbers to begin with - nobody in their right mind can actually correctly predict how quickly Shanghai might ramp up. They might ramp up in a couple of months - or some key machinery doesn't perform as well as expected, choking production.
We don't know and won't know until much later in 2019.
ELI5 pleaseAccts Receivable, net: +$98M Q1 over Q4
Inventory: +$723.4M Q1 vs Q4
So there it is, isn't it?
And what is your problem with porn sites? It's documented that over 80% of the US population visits porn sites. Anyone who's concerned about that is a flat-out idiot who hasn't noticed what culture they're living in. If you have some problem with the *specific* porn site he retweeted (maybe it's run by crooks or fascists), that would be different.He won't stand for monitoring(this has been proven) nor will he refrain from tweeting inappropriately. He is the face of TESLA. He just retweeted a porn site for chrissakes.
They have millions of instances of left turns
this isn't a corner case with airborne cars that you need a huge fleet to capture
The neural network doesn't make these driving decisions, so their chip doesn't help.
Tesla has no data advantage here. Waymo knows the location, speed and (almost certainly) classification of every object, so why hadn't it been "trivial" for them?
Maybe all of Google's smart people are solving Go and StarCraft and winning ImageNet every other year. All that's left to work on the trillion dollar self-driving opportunity are interns?
As we know, there are similar rules in Europe (which manifest as the FCA deal) and in China.I suspect they are adding GHG to get to 20%. It creates a more plausible ASP and seems to make the modelling more consistent. This is a relatively big negative in regard to margin picture on the car, particularly given the increasing shipments international which don't have GHG.
Tesla needs to get its customer service act together. It is really a disaster and has been for years.Yah no. Not at all. Just every single day from everybody I know considering an EV...which is a lot in a province where gas is 1.50 a litre.
Chinese car hailing company demands compensation from Tesla in Times Square, NYC - Global Times
These guys are screaming it to the world on three New York Times billboards, and Tesla’s response will be...nothin.
Just sayin.
And what is your problem with porn sites? It's documented that over 80% of the US population visits porn sites. Anyone who's concerned about that is a flat-out idiot who hasn't noticed what culture they're living in. If you have some problem with the *specific* porn site he retweeted (maybe it's run by crooks or fascists), that would be different.
Yep, it makes me not buy the product which is advertised. Even if the product is actually good.read 'the advertised mind'. its a great book. It explains how decent advertising is entirely subconscious. it works on you. definitely. 100%.
"Automotive Regulatory Credits
We recognize revenue on the sale of regulatory credits at the time control of the regulatory credits is transferred to the purchasing party as automotive revenue in the consolidated statement of operations. Deferred revenue related to sales of automotive regulatory credits was $140.0 million and $0 as of March 31, 2019 and December 31, 2018, respectively. We expect to recognize the deferred revenue as of March 31, 2019 over the next 2 to 3 years."
Is this FCA? As I'm reading this it's a one time payment of 140m$, but that doesn't square up for me at all.
Please don't feel I'm picking on you, but this is exactly what I'm talking about. Amir Efrati (the anti-Waymo version of Anton Wahlman) once said Waymo struggled with unprotected left hand turns. This somehow morphed into "Waymo can't make left turns" here on TMC. Then a clip shows up with Tesla following a lane line on a protected left turn, and suddenly Tesla is "ahead" of Waymo.
It's pure wishful thinking. Tesla does not even attempt unprotected left turns yet.
Meanwhile, Waymo vans perform unprotected lefts every day. They are cautious when doing so. Perhaps too cautious. Last year Andrew J. Hawkins of The Verge rode in a Waymo van. It made several unprotected left turns, but he talks about one in particular that took a bit longer than he wanted:
Waymo Unprotected Left Turn
Is excess caution a problem? It is if it causes angry drivers behind you to riot. But insufficient caution is an even worse problem. You have to strike a balance, while also provide a smooth, non-jerky ride that doesn't scare your robotaxi customers. Waymo has worked on this and similar problems for years. They have better sensors than Tesla. They have more smart people than Tesla. Can someone tell me why it won't also take Telsa years to solve problems like unprotected left turns?
i was looking at that too. isn’t it the zev credits they’ve accumulated and not to do with FCA yet? i thought FCA was speculated to be a 200-300mm anyway. yes more than the 140 but not so much that the company depends on it ??
!!!!!!!Thanks to all who recommended the "ignore" feature. I had forgotten about that. And thanks to the mods for banning the "Elon shouldn't tweet" member.
Back on topic, kind of... there is apparently now a new Tesla Service Center in Albany NY (in the suburb of Latham actually). Only 160 miles from @neroden! Latham - 326 Old Niskayuna Road | Tesla. 5 miles from me