Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[MC3OZ]

S/X RHD cancellation letters went out, looks like Tesla will no longer be making RHD version of the car. Reservation holders will receive a 2k credit toward 3/Y.

I would be interesting to know why this was done, the language of the letter sent to Australian reservation holders just says "will not be available in RHD", which sounds permanent.

Refresh Model X & S Waiting Room - AUSTRALIA (Orders cancelled by Tesla May2023)

More countries added to the list. https://www.teslarati.com/tesla-extends-model-s-model-x-order-halt-more-apac/

teslamotorsclub.com

Perhaps the volume of RHD orders doesn't justify the complexity of supporting the cars in those markets?

Or perhaps there is only enough production capacity to satisfy the LHD market?

IMO the letter to customers cancelling their reservation should at least explain why the car is no longer available, any reason is better than no reason.

 

[Marc_K_inNJ]

Keep the positive news coming! I want to smell some burnt hair (other than mine)…!

 

[Singuy]

I would be interesting to know why this was done, the language of the letter sent to Australian reservation holders just says "will not be available in RHD", which sounds permanent.

Refresh Model X & S Waiting Room - AUSTRALIA (Orders cancelled by Tesla May2023)

More countries added to the list. https://www.teslarati.com/tesla-extends-model-s-model-x-order-halt-more-apac/

teslamotorsclub.com

Perhaps the volume of RHD orders doesn't justify the complexity of supporting the cars in those markets?

Or perhaps there is only enough production capacity to satisfy the LHD market?

IMO the letter to customers cancelling their reservation should at least explain why the car is no longer available, any reason is better than no reason.

Seems like they stop producing RHD S/X since end of 2020. Probably not worth switching production to RHD as total S/X sold in 7 years prior to end of shipment ended up being 35k cars sold.

 

[FSDtester#1]

At 3:23 pm ET, you said:



...21 minutes later, your prayers were answered (new X/Twitter CEO hired).

ELON, IS THAT YOU?!​

Cheers to the Longs!

Come on, we all have known for years that @ZeApelido is Elon!
Unless he has 2 accounts....

 

[Artful Dodger]

Also, FSD 11.4.1 rolling out to early customers now (Chuck Cook et al).

First video from OG beta testers is out already:

11.4.1 Tesla FSD Beta Update First Drive and Initial Impressions | Dirty Tesla (30 min ago)

Cheers!

 

[Ogre]

First video from OG beta testers is out already:

11.4.1 Tesla FSD Beta Update First Drive and Initial Impressions | Dirty Tesla (30 min ago)

Cheers!

Happy to see it cruising on dirt roads. Happy to see this out on customer cars so quick.

 

[Maarten]

https://twitter.com/x/status/1656747082571722753

A lot of people happy now, but I doubt what that will mean for Elon's focus on Tesla.
The new announced CEO will be 'crippled' from the very start because the CFO is also the owner.
There are still a lot of difficult issues there and no matter what rules are set, we are only human.

Imagine a board meeting: who do you think everybody will be looking at, when a difficult decision is on the table and every argument has been said?
A forced look at the CEO or more likely at the owner/CTO or .... down at the table.

 

[Buckminster]

https://twitter.com/x/status/1656908663162912768

 

[Buckminster]

https://twitter.com/x/status/1656910112718462976

We are a long way from 300. Are you sure Elon?

 

[Thekiwi]

https://twitter.com/x/status/1656908663162912768

Ok…..

Not concerning at all /s

I’m hoping this is just Elon reacting to soft advertising demand at twitter (rather than anything tesla related). Disney reported yesterday and they had very soft advertising demand for their tv networks, down significantly year on year.

 

[Thekiwi]

I knew that Kirkhorn guy was smart

"Mr. Kirkhorn was frustrated by Mr. Musk’s high-profile dive into bitcoin—Tesla bought $1.5 billion worth in early 2021—and he was reluctant to hold the cryptocurrency on the company’s balance sheet, people familiar with the matter said. Tesla sold most of its bitcoin last year."

Fantastic that this is the case - at least their is one person at the top in charge of the coin that is switched on

 

[Thekiwi]

S/X RHD cancellation letters went out, looks like Tesla will no longer be making RHD version of the car. Reservation holders will receive a 2k credit toward 3/Y.

Well at least this might be good for 3/Y performance models demand in RHD markets, as anyone that was holding out waiting for a new S/X will now look for the next best thing. Also good for resale values for older S/X models.

 

[Cobbler]

Elon translator latest tweets:
Economic enema en route
Big walls SParta

He means: S&P index will take a huge dump!
Crash incoming!!

 

[Cult Member]

https://twitter.com/x/status/1656908663162912768

I guess an AirCondition/HeatPump-Heating-Cooling-Hotwater-ElectricPower-Device that injects the former into your home.

 

[AndrewZ]

Don’t see mention of the referral program being brought back after being cut in 2021

Loot Box | Tesla Support Canada

If you own a Tesla vehicle, you can earn credits by bringing others into the Tesla community. Redeem your credits for rewards in the Loot Box section of the Tesla app.

www.tesla.com

 

[CorneliusXX]

I see things as a progression of anti-EV assumptions and talking points being demolished.

• The OG Roadster demolished some talking points.
• Model S demolished a lot of talking points.
• Model X demolished a few more
• Model 3/Y demolished a lot more.
• Cybertruck will demolish some talking points that earlier cars couldn't
• Semi will demolish a few more talking points.
• Gen 3 cars will demolish a lot of price related talking points.
• The next gen Roadster can demolish a few more talking points.
• The Supercharger network demolishes a few more.
• FSD will make ICE cars look archaic

On addition, other EV brands can chip in here and there,

By the time we get to this stage, I doubt that there are many talking points left standing, and some have had their negative assumptions corrected by real world EV experience.

At some point in the not too distant future EVs will be so common that no-one will bother listening to the gripes of EV complaints as there will be evidence driving past that EVs work for the majority of people.

 

[15Peter20]

Not never, but not for the foreseeable.
Rats.

 

[Max Plaid]

Since the sales of M3s are newsworthy, there is this-

New Tesla Model 3 refresh leaked photo reveals steering wheel

New footage of a refreshed Tesla Model 3 has leaked, giving a peek at the interior for the first time...

electrek.co

Interesting that they have the dashboard covered, hard to think what they would be hiding there. Bigger central screen? Secondary screen?? HUD??? Nothing new at all, just to cause rife speculation????

 

[Crystal01]

Not never, but not for the foreseeable.
Rats.

I take that as pretty much never. What a diss appointment. Mind you my 2017 s90d is still a great machine Might as well hang on to it with the lifetime free charging as well. Much as the Y is a great car I just think it would feel sub par to the S. BMW / Mercedes-Benz will do well locally out of this though insignificant to global now

 

[stef]

Ok so with all these many good news… what FUD can we expect in the next hours to not let the SP run?