Sure, but I WILL NOT have my legs cut off at the knee just for the privilege of buying a car for ~200k€ and then sit in the back.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Absolutely love Elon´s current series of tweets. No-nonsense, very informative and straightforward and best of all: on topic. Opposite of the times around cave-rescue/pedo-gate and SEC fight.
They all show up for me.
The short of it: if Bjørn is hitting his head in the back, a lot of people will. It's 4-seat because it's too tight for 5, and it's not even that much space for 2 rear passengers. Front is more constrained than the Model 3 as well, worsened by the centre console design. Go watch Bjørn's video.
He found the charge port gizmo fun to play with, though
Thanks! This happens to me from time to time, people post something interesting and it only shows up as (IMG). Not very informative, but I can't say why it is so. Could be something electronic I suppose ...
I usually read as many posts as possible, but as I was examining the stock charts, I found this very important indicator, and had to jump ahead here...
It’s called the FU indicator...
Any thoughts on its significance?
It’s called the FU indicator...
Any thoughts on its significance?
Obviously a fail and a crash! Was there a Tesla involved, or just the usual suspects (BMW, GM, Ford ... etc ad nauseam) ?
Absent any tea leaves I would divine a significant stock movement next week! Or some other time.
Edited to add: Of course it could also be simply a failed crash. Sorry, but I need bass entrails to read that.
Yes, and Tesla having some newer battery technology that is even better than Model 3 batteries should not surprise anyone...
The rumours are just rumours, until we get official specs.
It isn't just about beating the Taycan around the Ring, it is about improving batteries and EVs to the point where ICE can't hope to compete.
IMO batteries and EVs have all the momentum... and it is going to happen fast...
I'm leaning towards 1.... I have no doubt the rear motors are big motors and need to be PM, so they don't generate too much heat.
On the gearing the front induction motor may be geared lower to assist with launches and may simply coast at higher speeds (I'm rapidly getting out of my depth here ...)
If my understanding is correct, this set up may allow the rear motors to be geared slightly higher (or I am out of my depth)
EVNow
Well-Known Member
Looks like an exaggeration to accuse Iran. US/KSA are so looking for an excuse to attack Iran.
One thing I hear constantly is that fit and finish, build quality and noise isolation for Tesla are not up to European marques. The Fully Charged new show really raves about the EQC. Any feedback from a Tesla owners who have checked them out?
Weekend OT:
yesterday I was having lunch with the only Tesla owner I know. We we're discussing the new Tesla he wants to get (he's lease is closing), Raven and whatnot. He's rich guy, and has even richer friends, who own all sorts of supercars: Ferraris, Lamborghini's, Maserati's (we're in Modena after all). He told me that it's not that uncommon to actually own a low-end Ferrari: it's not cheap, but it's not impossible either.
What's really impossible are hypercars: the Bugatti's, the Pagani's.
It's an order of magnitude in price for a step up in velocity and acceleration.
And, in his opinion, this is why the Roadster 2 will be bought like candies: it's in the ballpark of the hypercars costing "just" like a supercar. You can't have that acceleration and that velocity at Ferrary prices.
People who can buy a 200k€ car cannot buy a 1.2M€ car.
It's counterintuitive (at least for me) but if Tesla delivers the specs they promised they will actually be the low-cost equivalent in that market. The Ryanair of hypercars.
Btw, he's literally friend with the actual Ferrari and Maserati families ;-)
yesterday I was having lunch with the only Tesla owner I know. We we're discussing the new Tesla he wants to get (he's lease is closing), Raven and whatnot. He's rich guy, and has even richer friends, who own all sorts of supercars: Ferraris, Lamborghini's, Maserati's (we're in Modena after all). He told me that it's not that uncommon to actually own a low-end Ferrari: it's not cheap, but it's not impossible either.
What's really impossible are hypercars: the Bugatti's, the Pagani's.
It's an order of magnitude in price for a step up in velocity and acceleration.
And, in his opinion, this is why the Roadster 2 will be bought like candies: it's in the ballpark of the hypercars costing "just" like a supercar. You can't have that acceleration and that velocity at Ferrary prices.
People who can buy a 200k€ car cannot buy a 1.2M€ car.
It's counterintuitive (at least for me) but if Tesla delivers the specs they promised they will actually be the low-cost equivalent in that market. The Ryanair of hypercars.
Btw, he's literally friend with the actual Ferrari and Maserati families ;-)
This Fully Charged video on Frankfurt Motor Show has some shots of various cars and lot of useful information:-
More than anything it is helping to convince me that EVs are about to take off, and I think that will be good for Tesla.
VW group and Daimler seem to be making good progress...
I don't think Tesla fans and investors need to worry the "Tesla Killer" myth is a myth... once ICE cars are 5% of the new cars sales market we can judge who won the EV market share land grab...
That is why Tesla is serious about scaling up battery production, first in gets to stake the claim...
If you watch the video VW group is doing a lot of things, they are also going to stake a few claims...
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John Bolton must be going nuts...
VW's CEO throwing some serious shade at hydrogen cars
VW-Chef Diess über Wasserstoff-Autos: „Das ist einfach Unsinn“
I like Diess.
VW-Chef Diess über Wasserstoff-Autos: „Das ist einfach Unsinn“
I like Diess.
HG Wells
Martian Embassy
Perhaps we can see $150 dollar a barrel oil in a few days.
Five dollar a gallon gas would be nice (US).
Five dollar a gallon gas would be nice (US).
EVNow
Well-Known Member
This should settle the debates about why Tesla changes price and offers incentives.
At end of quarter, there is always some error in product mix allocation between the roughly 40 global regions, due to planning mistakes & logistics problems (Earth is a big place). Small changes in prices are needed to correct local supply/demand imbalances.
Yes, it is because supply is more than the demand - at that time, in that geo, for that mix.
Or you could read it as demand is more than supply for a given option combination so they have to push buyer to a different option (options that cost Tesla roughly the same, like different colors).
EVNow
Well-Known Member
My rough calculation is that payables delta for a quarter has been ~ 80% of COGS - in the last 4 quarters. So, for a $50k unit with 20% margin would translate to about $32k payables. Ofcourse all sorts of things can go into payables ... and I'm ignoring non-auto.
Irrespective of whether Tesla is in a hole or not - their cash flow is indeed stressed in the first 2 months of the year because of the wave. Their revenue is quite a bit down in the first 2 months - but they have to pay their full payroll. I think that was part of the reason for the most recent cap raise.
More importantly, better cash flow helps in profitability by reducing interest on working capital loans. So, efficiency in delivery is always a good thing.
EVNow
Well-Known Member
In the current case, It looks like they have more cars in US and less in UK. Irrespective of mix - because the 2 year free SC is for all cars. So, in this case, its a geo-imbalance.
For eg., if they had more demand for SR+ and less for AWD, they could offer free SC only for AWD. But that is not what they are doing. BTW, in UK they increased Perf price.
BTW, free SC is much better than actual price decrease.
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