So is the whole Tesla lineup now going to feature new pocket dimensions? Do you open this rift from the MCU?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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So is the whole Tesla lineup now going to feature new pocket dimensions? Do you open this rift from the MCU?
I don't have any conclusions here, just a data point worth keeping an eye on.
According to Rob Maurer, the NHTSA is accepting comments about getting rid of side view mirrors and replacing with cameras.
Tesla received more than 860,000 new energy credits in China in 2020, the most of any car company, valued at RMB 2.58 billion.
@The Accountant
Do you think these might've already been accounted for in prior quarters, or at least some left for this quarter?
EDIT: I overlooked the below key part from the article when I first posted the message. Apologies for not spending enough time going through the full article before asking a question @The Accountant
Chinese automakers can trade their credits now, with a centralized trading deadline of Aug. 31, according to a document released by the Ministry of Industry and Information Technology (MIIT) dated July 15.
Vehicle companies that generate negative credits in 2020 should submit a report for offsetting their credits and a transaction filing agreement through the management platform by Aug. 31, according to the document.
Thanks @StarFoxisDown!
@The Accountant
Do you think these might've already been accounted for in prior quarters, or at least some left for this quarter?
EDIT: I overlooked the below key part from the article when I first posted the message. Apologies for not spending enough time going through the full article before asking a question @The Accountant
Chinese automakers can trade their credits now, with a centralized trading deadline of Aug. 31, according to a document released by the Ministry of Industry and Information Technology (MIIT) dated July 15.
Vehicle companies that generate negative credits in 2020 should submit a report for offsetting their credits and a transaction filing agreement through the management platform by Aug. 31, according to the document.
Thanks @StarFoxisDown!
If you’re going off of the wording in that article, Tesla only just now got the ok to sell the credits. So this credit revenue will show up in Q3
The Accountant
Active Member
Agree with your assessment.
Also want to point out that Tesla has this wording in their 10K:
"We recognize revenue on the sale of automotive regulatory credits at the time control of the regulatory credits is transferred to the purchasing party.."
So my guess is that the credits transfer to the buyer(s) between July 15 to Aug 31 (the deadline mention by the article) . . . . .
. . . . . . and likely to VW.
Exclusive: Volkswagen to buy credits from Tesla in China to comply with environmental rules - sources
A Volkswagen joint venture in China has agreed to buy green car credits from Tesla to help meet local environmental rules, three people briefed on the matter told Reuters.
www.reuters.com
@Criscmt
Does anyone here know of any anecdotal data on deliveries in Q2 for orders made after the price increases?
I vaguely remember seeing posts on Twitter and/or Reddit, closer to end of the quarter (Q2), from customers who said they were picking up the vehicle they ordered within weeks time.
I vaguely remember seeing posts on Twitter and/or Reddit, closer to end of the quarter (Q2), from customers who said they were picking up the vehicle they ordered within weeks time.
I typically sell short puts -below- max pain, because I would rather be a little more conservative for less premium.
I have 650's short puts for tomorrow - my belief is we will rise above that.
People ought to be buying tomorrow and not Monday if they have any belief in Tesla's Q2 earnings strength.
If not... they can assign them to me and I will just wheel it into calls.
Observing other tech earnings, good results seem to be rewarded in Q2. This is in contrast to Q1, where all earnings, good or bad was sold off.
The company that went down, stayed down and deserved it is NFLX. That growth story is done, they might as well start paying dividends now.
Yes, I can see the headlines now:
"Tesla Irradiates Workers to Compel Productivity"
"Tesla Bathes Workers in Carcinogenic Rays"
Algos are you listening? Scary, scary stories right here. Facts and reason don’t enter into it. Isn’t that right shorts?
Krugerrand
Meow
And you’re missing the key fact that I said by the end of the decade, a full NINE years from now.
If we haven’t convinced enough people by then that EVs are better than ICE in every way and the only choice, we are done. The whole planet. Have a good look around at what’s happening. We’re in big trouble.
Secondarily, I believe the enormous delay with S and now X and the cancellation of the other S variant is because Tesla has too much on its plate already and not enough quality bodies to execute.
Bigger change is needed, faster than it’s happening.
We’ll see what happens.
This comment period expires tomorrow at midnight EST so I encourage you to get on it ASAP. This rule change could be a pretty big deal for ev ranges (including my future CybrTruck) and will ultimately save lives via fewer collisions. Heck, even gascars would be more efficient without mirrors.
So, the link in Rob's video takes you to a description of the testing NHTSA plans to conduct and you have to follow a link from there over to Regulations.gov to actually make the comment. It's a bit of a hassle but it only takes a few minutes. Love to see this rule changed!
Thanks everyone!
I hesitate to wade into this, but I‘m inclined to think Tesla will have vehicles in the S and probably the X segments for quite a while. They may even be exporting them to Mars (before the Mars factories are up and more for use in the tunnels than on the surface). I wouldn’t be surprised to see them still around when they’re teaming with SpaceX to make space yachts.And you’re missing the key fact that I said by the end of the decade, a full NINE years from now.
If we haven’t convinced enough people by then that EVs are better than ICE in every way and the only choice, we are done. The whole planet. Have a good look around at what’s happening. We’re in big trouble.
Secondarily, I believe the enormous delay with S and now X and the cancellation of the other S variant is because Tesla has too much on its plate already and not enough quality bodies to execute.
Bigger change is needed, faster than it’s happening.
We’ll see what happens.
Tesla can’t abandon S and X anytime soon even if only for defensive reasons. That is, they don’t want a competitor to have an unimpeded opening to use the same strategy that Tesla itself used to in Elon’s Master Plan.
Also, the S and X may still be amongst the best battery wrappers while Tesla is battery constrained.
Looking out to 2030 and beyond, Tesla’s plate will be much bigger.
If you think about it, Elon’s approach has been to give people more. Contrast this with the success of those who have asked people to voluntarily choose to get by with less. Not that there isn’t virtue in people reducing consumption—just not a lot of evidence that many do it much if they don’t have to.
Finally, the vehicles in the premium segments may be appreciably different in 2030 and beyond. There will of course be people with the money to spend on them too.
Confirmed. Base starts at 68600. Question. If one orders a car and three months from now it is available, can one delay delivery for 6 or 8 weeks? We have a potential out of country trip coming up...possibly.
Dancing Lemur
Hoopy Frood
Rob Mauer has a source from late June telling him production drop of Model Y in China is due to chip and motor shortage. This led to Rob speculating the motor shortage being the reason to push out SR+ Model Y so soon.
insaneoctane
Well-Known Member
Yes. I’ve seen several comments about S/X and making more efficient vehicles to save the world. EV adoption is still strategic. Early on, Elon realized that EVs didn’t need to look strange or compromise. The MS proved this. The US loves big SUVs and big trucks. Those are the vehicles that legacy is pumping out for large profits with large emissions. Creating large and functional EVs will be part of the strategy to eliminate ICE. I think maximizing aero design will always be necessary, but there’s absolutely a market for large EVs that are reasonably efficient.
MKBHD has his plaid first impressions up:
All pretty good impressions, much better interior material, fit and finish, everything.
Only thing he is not happy about is the touch buttons on the yoke, not the yoke itself. Mainly the buttons are easy to accidentally brush on. Also hard to hit without looking, especially the horn. He said if the yoke has click buttons instead of touch buttons, it would be perfect.
Now I want one…but I don’t need one, and I have a new X on order…but I want a plaid S now…want…
Only thing he is not happy about is the touch buttons on the yoke, not the yoke itself. Mainly the buttons are easy to accidentally brush on. Also hard to hit without looking, especially the horn. He said if the yoke has click buttons instead of touch buttons, it would be perfect.
Now I want one…but I don’t need one, and I have a new X on order…but I want a plaid S now…want…
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