So stock predictions anybody for EoW? $750 ish? Two days of 5% correction does not seem to be that strange. Bigger corrections happened more then ones after earnings
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
New battery tech is great, and will sell more S and X ‘s to enthusiasts.
However, no new exterior colours, cream interior that looks straight out of 1986, and wood with white interior that on the surface( pun-intended) just clashes. They brought in a yoke but still want dated wood trim. Well maybe if tesla had a better website where you could actually see the full interior like every other manufacturer, I might think differently, but I doubt it.
The arachnid wheels are nice, but why keep silver wheels As base when you took out all the chrome? At least do gun metal grey or something that goes together.
Maybe slight bump in sales initially, if the yoke turns out ok on long drives (admitting lay my hands at 12 o’clock sometimes) but then likely back to flat declining s and x sales.
However, no new exterior colours, cream interior that looks straight out of 1986, and wood with white interior that on the surface( pun-intended) just clashes. They brought in a yoke but still want dated wood trim. Well maybe if tesla had a better website where you could actually see the full interior like every other manufacturer, I might think differently, but I doubt it.
The arachnid wheels are nice, but why keep silver wheels As base when you took out all the chrome? At least do gun metal grey or something that goes together.
Maybe slight bump in sales initially, if the yoke turns out ok on long drives (admitting lay my hands at 12 o’clock sometimes) but then likely back to flat declining s and x sales.
DragonWatch
Small FootPrint
Forward Observer
Zero to sixty in 2.0 seconds ~ yeah
Beats my 10.4 second 100 yard dash fifty some years ago. Should have boosted the stock value right then and there
Zero to sixty in 2.0 seconds ~ yeah
Beats my 10.4 second 100 yard dash fifty some years ago. Should have boosted the stock value right then and there
DragonWatch
Small FootPrint
@Unpilot ~ you should like the plaid steering wheel.
I haven’t heard anyone mention the revelation that the new S&X apparently ship with console-competitive gaming hardware? Who cares about steering wheel shape or upholstery color options? We’re talking about a whole different feature class that no one else is competing with.
so often commentary on Tesla features reminds me of critics of the early iPhone who knocked it for lacking features prominent on other “luxury” cell phones. Totally missing the point of what made the iPhone upscale. Put all the bells and whistles and fancy materials you want in a car - in few years no amount of that will make up for the luxury of having a car drive you around while you read, play your favorite video game, or work.
so often commentary on Tesla features reminds me of critics of the early iPhone who knocked it for lacking features prominent on other “luxury” cell phones. Totally missing the point of what made the iPhone upscale. Put all the bells and whistles and fancy materials you want in a car - in few years no amount of that will make up for the luxury of having a car drive you around while you read, play your favorite video game, or work.
Good point that they are likely far along on their ridesharing app. I remember when I bought my first Tesla car, reading language in the purchase contract about my rights under the “Tesla Network”. Tesla engaged their lawyers on deeply thinking through and executing contractual language for a service to be first available years in the future. If they’ve got the lawyers working overtime on this, we can only imagine how hard the user interface designers, among many others, have been working, for several years now.
larmor
Active Member
Today’s conference call had high EQ and demonstrated the pathway even more clearly.
1. Saying that he wasn’t going to be the CEO forever shows some humility and understanding of real life. Feels like a real person and he even says that he’s more into the technical and engineering aspects. Versus saying I am it and I know everything.
2. Focusing on batteries and their production is clearly the key to next level growth. Someone should’ve asked what size or footprint battery factory is needed and how many battery factories are planned over the next five years.
3. Did not hear anything about how they manage to achieve the lower cost of solar in the US. This should have been asked.
4. Another high EQ moment was saying that of course renewable sources of energy have some disadvantages too which can be mitigated by energy storage
5. Licensing of FSD software was also another sign of maturity and someone with a mission to help people and keep them safe and also shows a great pathway for growth—$$
6. Licensing or use of the supercharger network was also another great moment in the call. The only news we hear now is how each company is going to build a fleet of a EVs with multiple models. But where are they going to charge on road trips, this is a unique situation to the US where distances can be large.
1. Saying that he wasn’t going to be the CEO forever shows some humility and understanding of real life. Feels like a real person and he even says that he’s more into the technical and engineering aspects. Versus saying I am it and I know everything.
2. Focusing on batteries and their production is clearly the key to next level growth. Someone should’ve asked what size or footprint battery factory is needed and how many battery factories are planned over the next five years.
3. Did not hear anything about how they manage to achieve the lower cost of solar in the US. This should have been asked.
4. Another high EQ moment was saying that of course renewable sources of energy have some disadvantages too which can be mitigated by energy storage
5. Licensing of FSD software was also another sign of maturity and someone with a mission to help people and keep them safe and also shows a great pathway for growth—$$
6. Licensing or use of the supercharger network was also another great moment in the call. The only news we hear now is how each company is going to build a fleet of a EVs with multiple models. But where are they going to charge on road trips, this is a unique situation to the US where distances can be large.
I like the refreshed S and kind of want one. But compared to the long range S, the tri motor cybertruck accelerates faster, has almost 100 more miles of range and costs $10k less. The Cybertruck is just too good of a deal.
mejojo
Active Member
I love my 2018 S and have CT reservation, but I want the new S and the X. Tesla is so awesome and the future is almost unbelievable.
The specs are great, way better than any competitor currently has..
The interior looks functionally great, it seems to me a simple wrap over the wood trim should eliminate some of your concerns..
I would also like to see more choice of paint colors, especially for Model S/X and Roadster.
New paint color options will be coming to Fremont as soon as they upgrade the paint facility - likely after Giga Berlin.
Buddyroe
Active Member
The lowered range in the new X is a killer for me. I was hoping they would be close to 400 with the refresh. Instead, we lost 11 miles. Bummer
Glad I'm getting a Cybertruck so I can ignore which colors and trim are out of fashion this year. The only clash I'll worry about is whether the paint I scraped off a coal-roller clashes with the wood I tore off a tree.
Are you drunk? This was all great news! 850+ EoW.
2daMoon
Mostly Harmless
I don't know about DutchDriver, or anyone else, but I tried playing the "S-Curve" drinking game and couldn't keep up in one segment.
It seemed like a good earnings call to me. Probably will knock the price down when the players who didn't get it do what they always do. This will only wind up the spring.
HODL
It seemed like a good earnings call to me. Probably will knock the price down when the players who didn't get it do what they always do. This will only wind up the spring.
HODL
RobStark
Well-Known Member
Elon was deflecting when he made those comments.
If Tesla sells 57k Model S/X with an ASP of $90k they are not very relevant.
IF Tesla sells 110k Model S/X with an ASP of $110k they are quit relevant not only to financials but Tesla's non traditional marketing.
This refresh should have been done 18 months ago.
Did the technology going into the refresh even exist 18 months ago??
If we are talking about the 10TF gaming chip efficient enough to not drain the battery and require some exotic cooling solution, the answer to this is no.
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