Have to remind you that tesla get's a 0 P/E multiple for any money it gets from regulatory credits because they will go away eventually. At least, if you believe the talking heads.
Most things don't seem all that sophisticated, yet still truck windows did get shattered by steel balls and the screens on two recently-traded-in-by-teenagers-of-mine phones did get minor cracks on the phone screens, despite the high-end screen protectors on top of said screens having valiantly given their all to (drastically) minimize the damage to the screens underneath... Bottom line, the real world is messy, and the march-of-nines on glass is no different than other march-of-nines.
none of that sounds all that sophisticated.
perhaps such glass on transport will be as commonplace as the screen protector on my iPad. Everyone uses them and the screens don’t break. $20 item on $1000 item is neglible
Nope...not going to go look....must resist.
Teens though... the breaker of all things.
The Model X is not an off-road vehicle; its suspension is not anywhere near so beefy as the CT's had better be; its air suspension nowhere close to having the large range the CT's had better have (220mm is a good ballpark figure); and with hundreds of thousands of Model Xs behind them, Tesla had better have solved the truly complex multi-point suspension problem that is the Model X's weakness: misalignment at the extremes of its relatively small "throw", or there are going to be an unacceptable amount of vociferously disappointed owners. Again, I'll grant you the sunk costs of such development...but attaining same still will require more - thus costlier - parts & (probably) assembly time (time=$).
I think MB main client for that factory
My reaction when seeing the prices shown during launch was: "Ugh. This sounds as though Tesla did not learn much from their "Cheaper than traditional solar panels...or roofs!..." with the launch of their solar tiles." How did that one perform on your test?
The yoke is quite nice. At low speed it takes some getting used to, but I've been practicing before by not using the top half of the steering wheel.
Here's a picture of my MXP and an overview of one half of the delivery center.
View attachment 890451View attachment 890453
Just watch, it will be parroted by a Reuters article soon.
"Even Tesla Faithful Shaken by Demand Cliff!!!"
At least you are honest about your skepticism at launch prices. If the problem was the launch pricing was $30,000 off, then their solar roof problem is going to tiny by comparison to this.
Not downhill, but does beg the question of why add end of your discounts for S and X when that wasn’t necessary in previous quarters?
Speaking of fool's errands, here's a little secret, and I don't know whether it can be correlated, but the last couple of days I've either built trail or rode my E-mtb and I have noticed this odd color on the NASDAQ page for TSLA when I have returned.
So, I'm going out again later this morning to see if the trend is really my friend.
In the mean time I'll let the TA folks chew on this data(?) and look forward to seeing what their tea leaves might say about cause/effect.
I'm all about taking one for the team if it helps.
HODL
