B. Ferguson staked out Lathrop for 6 days to track Megapack production.
58 units including shipped and finish goods growth, so 10-11 a day
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Model 3 highland just leaked!
View attachment 927918
Love the more sporty lookno wonder they were trying to hide this thing. It’s a more significant aesthetic change than I was anticipating!
That looks sharp, can't wait to see better shots of this!
2daMoon
Mostly Harmless
I like the new look.
To me, the Model 3 sorta looked like it had a caricature of Mick Jagger's lips
on the front. I figured it was that way for aerodynamic purposes.
He was just making an unattributed paraphrase of Warren Buffett's long time advice.
I first heard the Buffett advice in 1973 when he was speaking at,IIRC, Columbia University.
Elon does have a good mind, does he not?
(thanks to @Captkerosene )
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The front passenger doesn't have much headroom...
Stretch2727
Engineer and Car Nut
As an investor, I hope there are even more updates below the skin, giga castings, structural battery pack, motors without rare earth materials, etc.
Buckminster
Well-Known Member
Are you sure that you don't miss going to dealerships?
tiremeetsroad.com
Epic fight breaks out between two salespeople at Toyota of Milpitas - Alt Car news
Watch what happens when two Alpha Male salespeople at Toyota of Milpitas work out their disagreement with their fists.
tiremeetsroad.com
I can’t tell the difference but I suck at that kind of thing. What looks different from an existing 3? Is this supposed to replace it?Model 3 highland just leaked!
View attachment 927918
Love the more sporty look
We aren't talking about changing predictions over 90 days for deliveries, we are talking about post-delivery revenue estimates made now one week before earnings. Everyone would love to know what the total revenues and ASP are going to be, and Troy has been more accurate than others in estimating this.
ASPs are going down at least $5k it looks like from $53k to $48k (at best), likely $6k, in one quarter. How do you expect COGS to drop nearly that much in one quarter? Where exactly do you expect it to come from?
Sure Austin and Berlin producing more, but Shanghai produced less, so you still have the fixed costs from 4 factories, now 420k deliveries spread out vs 400k is a bit more leverage but not much.
How much did shipping costs drop in 1 quarter?
Lithium and commodities have dropped, but how much does this change for Tesla in one quarter, given some contracts are longer term?
The only thing I think signficant is IRA credits, which could reduce COGS for cars in U.S. by $2000. But that's still less than $1000 averaged across all vehicles.
The headlights look very different. Much more angular and sporty or aggressive looking vs. the current gentler and more rounded design.
Cool PPI numbers
The March producer prices index, a measure of prices paid by companies and often a leading indicator of consumer inflation, declined by 0.5% month over month versus expectations for prices to be flat. Excluding food and energy, the core wholesale prices reading shed 0.1% month over month, much better than the 0.2% increase expected by economists polled by Dow Jones.
The March producer prices index, a measure of prices paid by companies and often a leading indicator of consumer inflation, declined by 0.5% month over month versus expectations for prices to be flat. Excluding food and energy, the core wholesale prices reading shed 0.1% month over month, much better than the 0.2% increase expected by economists polled by Dow Jones.
But Shanghai produced less by being shutdown (in part), so less fixed costs; versus just slowing production with same labor force.
JRP3
Hyperactive Member
jeewee3000
Active Member
The Highland headlights look more like the Roadster 2.
PPI numbers were very good…..of course they will be ignored by the Fed anyways 
.
Deflation is looking like a reality in 2nd half of 2023
.Deflation is looking like a reality in 2nd half of 2023
Stretch2727
Engineer and Car Nut
The straight cutline across the front was proposed to Elon way back in 2016 when the model 3 was introduced. I thought he liked it but can't find the tweet. He was asking for suggestions and this was one of them. I alway liked it better than the bent upper lip on the current car.
Artful Dodger
"Neko no me"
During Tesla's 2023 Investor Day, we learned that it will take about $7T to transition the world's auto fleet to EVs, but only $0.3T to replace fossil fuels with heat pumps for domestic heating. So the question is, how long before Tesla introduces their 1st home heat pump, and were will it be built first?
The Real Reason Tesla Developed The Heat Pump! | The Tesla Space (30 min ago)
Cheers to the Longs!
The Real Reason Tesla Developed The Heat Pump! | The Tesla Space (30 min ago)
Cheers to the Longs!
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