I always remember the FSD car in Demolition Man and it's retractable steering wheel and the 'safety foam' when it crashes!! Great film!
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More proof this is a simulation?Fun Fact: Since the day of the TSLA stock dividend announcement (August 11), we are up +116% in 116 days.
Coincidence?
Cheers!
Troy offers his latest forecast for 2021.
https://twitter.com/TroyTeslike/status/1334718363944292353
To summarize:
Fremont: 398K
Shanghai: 432K
Berlin: 27K
Austin: 10K
Grand Total: 867K
My 2 cents:
Fremont and Shanghai look about right, though his Model Y numbers might be on the low side. If 550K in Shanghai happens as rumored, then we are looking at 1M grand total.
I believe his numbers for Berlin and Austin are way too low, but everything hinges on how quickly DBE is scaled up. IMO, the fact construction on both sites proceeds at such a rapid pace bodes well for how quickly they will ramp. Troy is being very conservative with only 37K (27K in Q4 alone) between them. It could end up being 3-4x that.
Fun Fact: Since the day of the TSLA stock dividend announcement (August 11), we are up +116% in 116 days.
Coincidence?
Cheers!
You’re referring to the Ultralite/EV1, correct?Give it bit more ground clearance (or variable height suspension) and this is actually something I'd love to own.
Bent steel plates for rough trucks, cast composite bodies for normal cars.
Fused front/rear doors to reduce part count.
Love it.
Just lose the mirrors
I have a feeling that Shanghai production in Nov-Dec will be higher than a lot of analysts expected and estimates will need to be upped. With higher scale and LFP I expect prices will come down, then they will add new markets in Singapore, Thailand and maybe even Indonesia as a part of a factory deal. Thus I think Shanghai will max out Model 3 all of 2021. I expect Y to ramp much faster than 3 as it shares many parts and they now have skilled workers they can shift around and logistics up and running in China.It looks to me that Troy's production estimates are rather low for next year.
Production capacity is 590k at Fremont at end Q3, multiply by 0.85 to get actual production this is about 500k, but the Model Y is still ramping up so I would expect a few more than 500k from Fremont. Shanghai looks about right maybe a bit high, production capacity at end of next year is supposed to be 550k, 85% of that is 467k, but the total for next year will be lower as they are ramping up.
If Berlin are ramping up to 500k at end 2022 starting mid 2021 a very rough estimate would be capacity of 150k at end of 2021 and production of 25% of that capacity so maybe 40k. Austin is about one quarter behind Berlin but the factory is larger so a guess of 20k.
To summarize my guestimate:
Fremont: 500k
Shanghai: 400k
Berlin: 40k
Austin: 20k
Grand Total: 960k
Both 1992 GM Ultralite 1 and 2022 GMC Hummer EV are non-functioning prototypes (so far). The Nikola Badger pick-up only made it so far as a computer rendering.Hi folks,
Just so you know the level of competetive progress that GM has made in its 30 year history of EV prototypes:
THIRTY YEARS OF GM PROGRESS:
1992 GM Ultralite1:
View attachment 614356
2022 GMC Hummer EV:
View attachment 614357
Albeit, that's "virtual" progress because the 1992 prototype was real (made from carbon fiber by Scaled Composites in Mojave, California), whereas the 2022 prototype is a computer rendering (made from photons in Wallyworld, Wakanda).
The End can't come soon enough.
Cheers!
No, this wasn't Stallone. Stallone was in Judge Dredd, this remake was done by Karl Urban. It's one of my favorite films, but I've no idea how it would pertain to Tesla at all. Maybe Tesla defeats all odds against it to triumph in the end?
Isn’t it Emmet Peppers that said in an interview with Dave Lee on investing that he took for 3M in contracts for calls of TSLA reaching $700?he agrees with youSince S+P inclusion announcement, TSLA is up approx. 45% due to front runners. IMHO I believe Elon's sledgehammer soufflé letter was an attempt to temper advancement of the share price until such time as Tesla is added to the index. To smooth out the share price rise. Knowing that S&P tracking funds must purchase +-$140B in Tesla between December 14th and December 21st (December 28th @Artful Dodger) TSLA should reach minimum $700 by index inclusion.
Not 24 hours later Goldman Hacks issues a $760 target, inciting further run up prior to the commencement of funds that are required or expected to puchase Tesla due to the S&P inclusion. Therefore I expect the run-up will now be much higer than $700, however there is greater chance of a more significant drop immediately after inclusion.
Long term, no issues whatsoever.
Hedge funds used to get paid by fooling investors into volunteering fees in the hopes that hedge funds could reliably beat the wider market by a greater amount than those fees. Now that's been completely disproven, they're making money by manufacturing volatility. Ideally the SEC would be all over these shenanigans. Clearly that's not happening.Since S+P inclusion announcement, TSLA is up approx. 45% due to front runners. IMHO I believe Elon's sledgehammer soufflé letter was an attempt to temper advancement of the share price until such time as Tesla is added to the index. To smooth out the share price rise. Knowing that S&P tracking funds must purchase +-$140B in Tesla between December 14th and December 21st (December 28th @Artful Dodger) TSLA should reach minimum $700 by index inclusion.
Not 24 hours later Goldman Hacks issues a $760 target, inciting further run up prior to the commencement of funds that are required or expected to puchase Tesla due to the S&P inclusion. Therefore I expect the run-up will now be much higer than $700, however there is greater chance of a more significant drop immediately after inclusion.
Long term, no issues whatsoever.
Looking at premarket, I predict today will be a boring day for TSLA, low volume and capped within 590 to 595 range. Hope I’m wrong and we break 600, but next week is more likely for that to happen.
@samppa, in Helsinki, is it customary to hang Teslas from your Christmas trees? Cool.These arrived today in here in Helsinki. Looks to be MIC.
Hi folks,
Just so you know the level of competetive progress that GM has made in its 30 year history of EV prototypes:
THIRTY YEARS OF GM PROGRESS:
1992 GM Ultralite1:
View attachment 614356
2022 GMC Hummer EV:
View attachment 614357
Albeit, that's "virtual" progress because the 1992 prototype was real (made from carbon fiber by Scaled Composites in Mojave, California), whereas the 2022 prototype is a computer rendering (made from photons in Wallyworld, Wakanda).
The End can't come soon enough.
Cheers!