SebastienBonny
Member
We are seeing a lot of these numbers each quarter in SH deck. That was never the point of yesterdays event.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Question: Why treat the $25k car differently than they've treated announcement timeline of Cybertruck, Roadster (where is the update on that, by the way? Im sure the investors who are awaiting their free referral roadsters would have liked at least a brief status update) and previous models?
Not in the detail I am suggesting. The SH deck is far more focused on the past quarter results not the upcoming quarters and years.
Cybertruck didnt compete with existing Tesla product. Roadster I guess technically competes with Model S Plaid, but if you can afford the Roadster you can get the Plaid until Roadster comes out and either keep or trade. A $25K Model 2 and a $40K Model 3 will have people say I am going to wait, not stretch for the Model 3.
Retired service manager here. Yep, seems a nightmare to me. My experience on my 3 has been in support that it is a nightmare for Tesla as well. This means waiting for parts.
I note that Tesla still does not have an identified service position (VP level) Did I miss him/her on the stage?
Mitigating the problem is that Tesla has so few product lines and also seems to use predictive service to help. Big plus! Moving to 48v means that getting unique 12v components 5 years or so after that transition might be dicey. However 3rd parties are incentivized to address this as the installed base expands. YMMV
Wife ordering new sofa (she really is) and I have found some cash (not really in sofa) but I will purchasing on any good drop. Did not have much available on last crash sale. So if stock goes down I am happy if it goes up I am happy as I really do have enough and must control this habit of just a few more than I will stop.
Etna
Member
Yes, I found the place after a couple of minutes looking around Santa Catarina in satellite view. It is indeed a (reasonably) sloped terrain.Curious about the first droone footage from the Giga Mexico factory site
Does anybody know if there is already a TESLA enthusiast who has local info about precise location?
25°42'15.2"N 100°34'14.4"W
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Artful Dodger
"Neko no me"
Exactly. Could GM or Ford pull something this detailed off? nah....hahaha.
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I have seen many AMD investor events and 99% of the time there are no new product reveal. It's usually slides on what they have done to show off their past execution, and one to two slides showing what they are planning on doing for the next few years using existing known AMD products with a sprinkle of product road map ahead.
Tesla yesterday showed way more product than anticipated. The product sold to investors is manufacturing efficiency. Cars/battery storage/roofs or whatever are products sold to customers.
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Krugerrand
Meow
If I *disagree* (there is no dislike), then it’s because I disagree with the content, the opinion, the POV. Rarely it’s because I disagree with the existence of the person.
I do not disagree because someone has posted facts unattractively/unflatteringly. That’s a fictitious story people tell themselves instead of just simply asking me point blank what I disagreed with.
Feel free at anytime to take this ridiculousness to PM.
Exactly, Gen 3 will be the realization of that patent we first saw years ago with the car in the center of a huge casting machine.
Knightshade
Well-Known Member
There's a perspective you're missing here.
A car you can't get is worse than a car you can but without lumbar adjustment.
If they can't ship it because they don't have the part- that's worse than the car without the part.
Ditto if they can pull cost out and more people can afford to get the car at all (obviously ONE part won't move that needle significantly, but a bunch of rarely used ones could- esp if there's also savings in MFG/supply chain on top)
Wireless car chargers have been shown before-- so (bit like Apple) this won't be Tesla inventing a new thing- but possibly offering one people actually want.
That said- I don't see a TON of value in it for someones garage... you will have to wire/plug in the actual charger regardless... and it'll be slower and less efficient to charge via the induction pad than via a charge cable to the car... so why do wireless there?
Some folks have said well it'll solve the "wen snake robot" charging for robotaxis... but this will be L2 charging, and if you're trying to max money from RT you want supercharging, not L2-- and wireless isn't going to get you there.
I suppose if the charging mat is incredibly durable then outdoor installs for apartments would be a potential big win to get rid of cables between car and charger-- but that's the only not-super-niche use that comes to mind.... anybody else have others?
Krugerrand
Meow
Gosh let me think about that
Because it isn’t a limited run sportscar
Because it isn’t a unique pickup truck neither of which that would cause customers to wait on buying one of their other EVs
Because lessons learned
Because the tech isn’t there yet AND lessons learned
Because they’re going about it differently this time
Why anything - because it’s different today than yesterday.
You (general) don’t need to know the reason, you simply need to accept what is then you can move on in peace and make whatever decision you need to about investing in Tesla and TSLA.
What this brought to mind, was the previous transition I read about in the auto industry*. When manufacturers moved from a model of custom builds where every car is an individual snowflake, to a common, shared parts model in which a given part has to fit on *any car off the line*. It requires a step up in precision and consistency and I think the same applies here. If you're bringing together the entire front section of a car with the middle then that requires the same level of cumulative precision across the whole assembled piece. This is probably only possible if you have a large casting to hang everything off of.
* Exactly: How Precision Engineers Created the Modern World
I'm guessing this is a case of "artistic license" but I can't imagine they'll setup a factory floor at a slope, or even a parking lot at that much of a slope.
Not to mention how small it looks...what is it going to be, a manufacturing plant for ants?
There are no other reasonable guesses. It's a van. Flat top is the classic signature, and allows enormous deployment flexibility – commercial cargo van, family van for 8, camper van, ride-share robotaxi.
I think if Tesla was going to reveal a new model, especially a cheaper one, it would need to have been the product of secret work and ready to start producing ASAP. My concern is that continuing production ramps at this rate with almost all sales being 3/Y will lead to further devaluation of the lineup. Tesla will continue working to reduce costs and I'm sure there will be great success, but the sheer volume of vehicles being pumped into markets will almost surely lead to downward pricing pressure especially as interest rates remain higher for longer.
If the IRA guidance from the Treasury also results in the $7500 credit being cut in half or reduced to $0 depending on the battery, that feels like another risk.
If the IRA guidance from the Treasury also results in the $7500 credit being cut in half or reduced to $0 depending on the battery, that feels like another risk.
Not sure if this has been mentioned, but HW4 cars - Model S and X - appear to be out now as of last night...check out ev-cpo.com (you can now filter for HW4).
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