$50k for a $1.8M+ Hypercar performance is an even better deal for the customer.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Yes, took notice of that too. That my head doesn’t brush the roofliner and the fact that I don’t have to bob my head around to see the dash which is always obscured by the top of the steering wheel are my two favourite things about my 3 compared to the S. This new design eliminates both of those concerns…
Krugerrand
Meow
I’m going to suggest Tesla make you wait for shooting from the hip before letting your brain engage. You’re not new and I was wondering last night if your account had been hacked. You came real close to getting a disagree from me, which I tend to not give to members I enjoy even if I really disagree with them.
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You’re almost certainly wrong though you might take consolation in the fact that, as far as I can tell, no one knows how to value Tesla very accurately especially in the near and very near term.
There are too many variables looking long term at the actual business and too many, er, cross currents in it’s reflection in the market in the near.
Still, the long term outlook is almost certainly so bright that I don’t really care what somebody’s model says. I just hold—still haven’t ever sold a share—so I don’t need to sweat the (mostly manufactured) volatility.
I listen to the various attempts at valuation with half an ear as they can be entertaining and sometimes contain useful thoughts.
Yes, he does, and in fact he is a surprisingly successful analyst if you remove his TSLA targets and look at the rest. Here is a video that explains it all:
Believe it or not, he used to be the #1 on tipranks and even now he would have a pretty decent rating if he just ignored TSLA and never made any predictions about it.
He is a generally bearish and picks companies he thinks are over-valued. And his sell predictions work for most of his picks with the notable exception of Tesla.
Looking at his history, it seems he picked SolarCity and predicted its demise before Elon decided to bail it out. He started covering Tesla following the SolarCity acquisition, so it seems his deep hatred of Tesla / Elon is rooted in the SolarCity saga, which basicaly ruined his career.
woodisgood
Optimustic Pessimist
The folks that got burned on SolarCity's survival are like a cute little cursed family, with Chanos as the paternal figure. It's like a disaster movie where the protagonists' best chance of survival is to split up, but goddamn it their love for each other will keep them together and doom them all...
ZachF
Active Member
This video is great. I dunno if it's been posted here before, but it's good enough to be posted again if it was:
Thats cherry picking. Everyone can be a good analyst with a collection of random stock picks and justify them being a good analyst if you just remove their underperforming stock ratings after the fact.
So they are assuming that Tesla is using their own cylindrical cells in the new lithium 12v battery. I wouldn't make that assumption.
And even if they did use 4680s in the 12v doesn't mean that they used them in the HV battery.
And short people will like the steering yoke too. It's for everyone!Yes, took notice of that too. That my head doesn’t brush the roofliner and the fact that I don’t have to bob my head around to see the dash which is always obscured by the top of the steering wheel are my two favourite things about my 3 compared to the S. This new design eliminates both of those concerns…
Quite simply you can trust an analyst who just plain lies. I watched that about a week ago and now more then ever it solidified to me that he simply lies.
As I mentioned earlier, my understanding is that gains in interior space come from dash/interior-trim redesign, not larger exterior dimensions.
So the drag decrease wasn't impacted by the larger interior passenger space... just a refinement of the existing vehicle with the same(ish) dimensions.
I never worried about how far the gas station was from a national parkHow did we ever get along without nav and waypoints in our gas vehicles all these many decades.
Despite the anguish and trepidation expressed by investors here last night regarding the manner in which the Plaid presentation was produced, TSLA shares have moved into the green. 
It looks like Tesla has found that using three smaller motors vs two large motors gives them three major benefits:
Increased efficiency
Torque vectoring
Increased total power output
Torque vectoring still seems to be glossed over this entire TMC forum. I have personally experienced torque vectoring in a BMW X5 M that would make a 2.5 ton SUV feel and handle like it was a 1.75ton BMW M3 even when pushed at 9/10ths. Besides Rimac and Rivian (with their 4 motors), Tesla is using the outside motor, in a turn, to push the entire vehicle into a turn. ICE had to use sophisticated limited slip differentials and electronic clutches with extra weight to achieve this desired benefit.
Tesla turned a vector problem into a software problem with just two rear motors instead of one. Next catalyst for auto nerds is when Tesla drops a Nurburgring lap with the new Plaid S. Next next catalyst (in 2029) is a FSD Nurburgring lap.
Increased efficiency
Torque vectoring
Increased total power output
Torque vectoring still seems to be glossed over this entire TMC forum. I have personally experienced torque vectoring in a BMW X5 M that would make a 2.5 ton SUV feel and handle like it was a 1.75ton BMW M3 even when pushed at 9/10ths. Besides Rimac and Rivian (with their 4 motors), Tesla is using the outside motor, in a turn, to push the entire vehicle into a turn. ICE had to use sophisticated limited slip differentials and electronic clutches with extra weight to achieve this desired benefit.
Tesla turned a vector problem into a software problem with just two rear motors instead of one. Next catalyst for auto nerds is when Tesla drops a Nurburgring lap with the new Plaid S. Next next catalyst (in 2029) is a FSD Nurburgring lap.
Headroom is an inherent challenge with a skateboard battery in comparison to a vehicle without the battery under the floor. This is why Tesla has gone so far with glass roofs, imho.
The roofline would have to be raised or the floor lowered to get the headroom. Perhaps the new battery pack is not as tall as the previous generation?
I’m skeptical that interior trim changes would suffice because Tesla would presumably have made any such changes earlier on such an important dimension as headroom.
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