I posted a link, look abovePlease post the URL without HTTP so it won't auto-link to the video.
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I posted a link, look abovePlease post the URL without HTTP so it won't auto-link to the video.
Pasting vimeo.com/333424350/918783c839 into my browser works for me.The Tesla part starts at 27:00. He's extremely convincing. Elon re-tweeted this an hour ago so a lot of people are going to see it.
Edit: Someone didn't want this video to be seen..
I think it's here (remove spaces):
https:// vimeo. com/ 333424350/918783c839
Wow. He makes the host look lame.The above link works. Every investor should watch it. Tesla part starts at 27:00.
Found it:
I don’t mean to sound like a bear, but I’ve read that line from many here every month/quarter since last year.
Clearly, of the following four miles, they are all the next ones.OoooKaaaay. Here's one of my favorites from MY road. Good luck automating? Hah! Good luck HUMANS figuring out this one:
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I'm definitely interested in the analysis. We've gotten bits and pieces on it but it's been a while. Last June, 5,000 model 3 per week was the breakeven point, according to Elon. I'm curious what it is now with the lower ASPs but presumably improved production efficiency. It's more difficult to hone in on because of the international pipeline and the necessity to grow the inventory a lot. Seems like it is now 6,000+ perhaps, but I'm not sure. A separate thread for the analysis you are requesting would be great.Has anyone partitioned out exactly where all the one-time costs break out? Does the majority of that 188M$ hit the S/X because it is the only one with actual resale guarantees right? I'd like to try to figure out the exact ASP/COGS of S/X and 3.. no one around here seems the least bit interested in actual analysis but you need it to figure out what is required for profitability going forward.
Does this mean +121M$ to net gross profit hit should all go to S/X (probably not -- the used/service loaner would also be 3)?
There's also a 44M$ restructucting charge in op.ex. That leaves a 23M$ unexplained delta (188 - 121 - 44). What is that and where does it go?
There is new suspension too.
It was suggested by Neroden earlier that maybe ramping up the new model took longer than expected, during which time they had already stopped production for parts specific to the 75 and they didn't want to start up again. Alternatively, perhaps they had reduced orders on long-lead parts for the older S/X design in general (not just for the 75) and didn't have enough time to order more after learning of delays to the new design. There are lots of possibilities. It certainly could just be a distraction from low demand specifically for the 75 model, but there is likely some element of production delay too, as Zach stated this clearly on the conference call and mentioned that it would take until Q3 to get back to full production rate, which suggests that there are still some production issues now.
Oh man. I owned a Zune, and I loved it.
Excellent video. Too bad it won't be seen by a lot of people.
"can he build the infrastructure"
Seeing an Audi dealership turn into a Tesla store near me, plus reading about other large service centers opening... it appears they are on the right track.
ETron = Zune. THAT was pretty funny.Oh man. I owned a Zune, and I loved it.
Excellent video. Too bad it won't be seen by a lot of people.
"can he build the infrastructure"
Seeing an Audi dealership turn into a Tesla store near me, plus reading about other large service centers opening... it appears they are on the right track.
Are you following the Finance thread ?Has anyone partitioned out exactly where all the one-time costs break out? Does the majority of that 188M$ hit the S/X because it is the only one with actual resale guarantees right? I'd like to try to figure out the exact ASP/COGS of S/X and 3.. no one around here seems the least bit interested in actual analysis but you need it to figure out what is required for profitability going forward.
I’m more disappointed with the Saudis state-backed killing of a journalist.
Were you also able to drink gin and tonic by putting it into a water bottle while driving?
I just encountered *false* road closed signs left over from road work which was not being done any more.
Good luck automating figuring THAT one out.
Wow, truly anti-Tesla through their quick action.Unfortunately no.
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