I wonder if there is any activity at the factory? Asking for a friend...
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Stretch2727
Engineer and Car Nut
Interesting idea. It is odd there is 15% less "battery" capacity and no real efficiency improvement like on the SR RWD model.
Maybe sell an after purchase software upgrade at some point?
They probably want to avoid it competing with the Long Range for now as many will only want a Texas built car.
Residents can’t do anything, only one man’s opinion matters. So far the signs are he hasn’t realised the difference between the current and previous variants.
We could be looking at a shutdown lasting longer than one month which would wreck this quarters anticipated output.
watch what you say you could get a pal sent your way… lol
Given shipping times, European tesla deliveries will be the most impacted this quarter at this stage. ie the final 4 weeks of Shanghai production of a quarter would not reach Europe for delivery by quarter end. So the first 9 weeks / 63 days is what is available for European-destined production, and we have already lost 10 days of that.
also FYI - the number of people in China now under some form of Covid lockdown now exceeds 200 million. This is getting more widespread apparently. While that is not good for the population, it may possibly hasten a change of the zero-covid policy (although I wouldn’t hold my breath).
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thesmokingman
Active Member
Artful Dodger
"Neko no me"
Better yet, DoJo gets a twitter feed. ID's all the bots in 30ms. Ends crypto spam with a steam hammer. Twitterverse rejoices.
Is this even somewhat peripheral to a young lass I once knew? She favored silk ropes.
But that was in another country, and besides, the something something something.
dhanson865
Well-Known Member
What I love about Pierre’s estimates is that his path to $10B Tesla involves Tesla continuing to execute on their current path. No assumptions about Robotaxi, no assumptions about Optimus. He just looks at the current path.
His $10T number is the Tesla middle of the road scenario. No major disasters. No massive effect from their swing for the fences stuff.
I think Tesla will achieve some of their swing for the fences stuff, Robotaxi, Optimus, both, or some half-version of one or the other. And that is where the lottery ticket really hits.
Artful Dodger
"Neko no me"
Made-in-Texas Std Model Y seems to be an AWD, so no savings in materials costs there. I'd suggest the $1.45/lb avg materials cost per @jbcarioca is a good 1st approximation for imput costs reduction. We do need to a confirmed weight difference from Fremont LR AWD, but since these are going out to customers now we shouldn't have to wait too long to find out.
I suggest big savings are also coming in labor / assembly hours, and capital costs per unit due to the lower factory robot count and simplified processes (ie: installing electrical wiring).
Cheers!
Concocting Inventory
The Census Bureau provided some updated inventory estimates about wholesalers, including its annual benchmark revisions. As to the latter, not a whole lot was changed, a small downward revision right around the peak (early 2021) of the supply shock which is consistent with the GDP estimates for...
alhambrapartners.com
TLDR: inventory build is happening in US - > due to lower consumer demand -> however, Fed is unnecessarily hawkish and end up raising rates into a recession.
If we see a couple months of lower Inflation readings, we should stop seeing “ I propose 10000000 point hike at next Fed meeting” by ppl like Bull(****)ard. This will basically change complete narrative that is making markets sell growth stocks to buy stocks like Costco and Walmart. Growth stocks may come back in favour.
Edit:
One more link with more data.
Speaking Volumes Rather Than Fast Rate Hikes
The price illusion. It is causing enormous confusion and difficulty, making the global economy out to be something it really isn’t. In fact, the whole situation is being viewed backward. What’s presumed from this is a red-hot economy causing consumer prices to skyrocket. In such a scenario,
alhambrapartners.com
That video is from 5 days ago and was already posted here.
Buckminster
Well-Known Member
This is the first iteration of 4680s:
- Likely not pushing performance
- Could be software limiting in addition
- Possible that not all battery day features fully employed
- Many post battery day features inbound (Jeff Dahn etc. hasn't been sitting around the past 2 years)
mltv
Member
Expect more of this in the coming days due to China COVID situation: Not just he factory shutdown but to the supply chain. Cars can only produce as fast as the slowest part.
finance.yahoo.com
China EV maker Nio suspends production due to supply chain disruptions
Chinese electric vehicle (EV) maker Nio said on Saturday it has suspended production after the country's measures to contain the recent surge of COVID-19 cases disrupted operations at its suppliers. "Since March, due to reasons to do with the epidemic, the company's supplier partners in several...
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