Is there any possibility that prices on the model S, 3, X, and Y will continue to increase and never come back down, but Tesla will start making cyber cars, cyber trucks, and cyber vans at cheaper price points?
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"Wall Street usually likes to use year-on-year comparisons" except when it comes to Tesla/TSLA because their track record of YOY growth has all ready blown wall street minds...Wall Street usually likes to use year-on-year comparisons, so even at the lower 250k expectations it would represent solid growth on last years Q2 201k deliveries.
Presumably Tesla will point out the Shanghai disruptions in the P&D release, but also hopefully Tesla mentions end of quarter run rates.
I don’t think they will provide guidance on the P&D however as further Shanghai closures remain an ongoing possibility as long as China maintains its zero-covid policy. For similar reasons I think forward looking statement on the earnings call will be about production capacity expectations rather than actual delivery expectations (with production capacity in the end being the much more important metric)
Agreed. Fremont, Reno, Buffalo, Shanghai, Berlin, and Austin-- all factories which even without any other change in product lineup or advancement in of themselves should easily raise the SP point. Fully built factories-- not powerpoint presentations.Nothing to rejoice about. We’re easily $500 below where we should be. The SP should reflect the company’s future and financial health. I don’t care if the world is burning, the current SP is not a true or correct reflection of the company in this moment of time. We’re being played and I don’t like it. Show up on my doorstep and I’ll rip these crooks a new pocket for their pocket protectors.
Why would Tesla owe people any more than a refurbished pack as a warranty replacement? (Refurbished parts are standard in the automotive world for warranty repairs.)make sure to only give refurb packs to sc01 suc-flat customers
How dare Tesla offer inexpensive upgrades to vehicle owners to give them more features and faster response times without having to buy a new car.while simultaneously pushing cheap mcu2 units
The hardware isn't the hard part, but I think you are likely at least partially correct. We won't see optimus doing parkour anytime soon. If they can show a robot just walking around and navigating a wearhouse though, that will be a mic drop.Another unpopular opinion coming in....
I really respect what Tesla is doing with AI and FSD. But I tend to think that Optimus is several years away. I just don't think that Tesla will have gotten that far ahead of the likes of Boston Dynamics and others on the physical bot front. I think that Tesla is using the bot program to entice high (very high) quality talent to come into Tesla to help finish FSD.
That's not a bad thing, but I'll be happy at AI day 2 to hear that FSD is done (or other very significant milestones). Anything interesting on the bot front will be gravy on the fries.
Musk called the Cybertruck his and Franz' Magnum Opus.Is there any possibility that prices on the model S, 3, X, and Y will continue to increase and never come back down, but Tesla will start making cyber cars, cyber trucks, and cyber vans at cheaper price points?
I think I missed you're gauntlet, especially why I'm laughing now.Are you calling me an exterminator? And is that the same as a retired T-800 or (gulp) T-3000?
No. After all the garbage The Verge reports on Tesla, why would you present any of their reporting as evidence of any kind?Does this count?
Apple agrees to $500 million settlement for throttling older iPhones
The deal resolves dozens of “Batterygate” lawsuitswww.theverge.com
No, what matters is the constant posting of BS here when we should know better. Apple pioneered short seller FUD.EDIT: I suppose you could argue it wasn't a hardware flaw. I don't think it remotely matters in this context though. Apple lost the lawsuit regardless.
I think the prices go up until they start to see some saturation and the wait times start to diminish. From there they can lower prices or introduce new lower cost variants (or combinations thereof).Is there any possibility that prices on the model S, 3, X, and Y will continue to increase and never come back down, but Tesla will start making cyber cars, cyber trucks, and cyber vans at cheaper price points?
Well, I was a Windows 95 beta tester and I hacked the Mac to run that as well.
The local Apple rep heard from my manager what I had done, and came by the next day, boxed up the machine, and shipped it to Cupertino. 2 weeks after Microsoft released Windows 95, I saw my work on an Apple machine claiming to run Windows 95 as well. Was it ground-breaking? No. Would I have liked the rep to stop by, say thanks, give me some free swag? Yep.
Tesla is light years ahead of Boston Dynamics where it counts: in AI vision based recognition - the hardware is the easy part, the brain is the hard part. FSD & OPTIMUS is using the same AI vision technology - so new AI recruits will essentially be working on both.Another unpopular opinion coming in....
I really respect what Tesla is doing with AI and FSD. But I tend to think that Optimus is several years away. I just don't think that Tesla will have gotten that far ahead of the likes of Boston Dynamics and others on the physical bot front. I think that Tesla is using the bot program to entice high (very high) quality talent to come into Tesla to help finish FSD.
That's not a bad thing, but I'll be happy at AI day 2 to hear that FSD is done (or other very significant milestones). Anything interesting on the bot front will be gravy on the fries.
Price increased is getting crazy but I think current price of Model Y, 65K is testing the limit , people have that much money ! I understand for low volume car makers it’s possible, If Tesla stay on 50% growth strategies, is it possible Tesla could sell over 1.5 millions Model Y next year with price tag of 65K ?, I think not. However Tesla act fast and adapt to market conditions pretty quickly.I think the prices go up until they start to see some saturation and the wait times start to diminish. From there they can lower prices or introduce new lower cost variants (or combinations thereof).
I think they are raising prices in anticipation of maintaining 30% margin on each car made
You left out Oct 1st or 2nd - a day or two after AI Day Tesla will report P&D for Q3, which if everything goes according to plan will be a new record by a wide marginWhat are the upcoming news dates for Tesla?
early July? - Q2 Produced/Delivered report?
7/20/22 - Q2 Earnings Announcement
8/4/2022 - Annual Shareholder Meeting
9/30/2022 - Tesla AI Day 2
Anything else of significance?
By "hacked" do you mean "installed an x86 emulator"?
Because AFAIK it's not possible to run Win95 natively on a 94-95 era PPC CPU that the macs had (let alone the 68k ones common before that).
Are you sure you aren't misremembering seeing/running an early version of Windows NT 4.0 on a PPC Mac? Because there was a PPC native version of that direct from Microsoft.
Again to my knowledge the only way this ever happened was just running an emulator. Of which there were any number of commercial ones (but were godawful painfully bad/slow on the PPC processors of the time). Nothing was ever commercially offered to run WIn95 natively on those macs because AFAIK that's flat out not possible.
Again I wonder if you aren't confusing 95 with NT4, they did look similar but were quite different under the hood.