What indications do you have that they solved battery and other challenges for ramp to be imminent ?
Would love that but have seen no signs
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Would love that but have seen no signs
Collect a fee at registration time for any type car.
Keep tax on gas for healthcare cost caused by emissions.
Seriously, why did the mood change on Gali? He used to be seen in high esteem around here.
Didn't see your source - did you draw that yourself ?
cliff harris
Member
Others know the topic way better than me, but IIRC all semis to-date are being 'hand-built' while the proper production line is being built (in Nevada I think?)
I don't think Tesla care about slowly making a handful of semis. I get the impression that pepsi's feedback was positive enough that they are now happy to go ahead with a proper production line.
Also IIRC, the semi was announced even before battery day, and I'm pretty sure Tesla have said not long ago that the semi was not dependent on 4680s.
bkp_duke
Well-Known Member
I've been seeing this as well. I can say that despite the inventory jump, I'm sitting at a sales/service center right now (blown strut on my 3 - don't ask) and this place is HOPPING in the sales area. Not just people that ordered and are picking up, but I've seen repeated customers drive/walk in and talk to sales staff and place an order. There is a lot of foot traffic, and that seems to be the norm.
Many things are true about Texas regarding energy. We generate a ton of renewables - wind is great, and West Texas wind tends to blow strong at night (outstanding for spreading the renewable generation longer through the hours of a calendar day without storage). We have a huge number of turbines taking advantage of this.
We have allowed Tesla (in some jurisdictions) as an energy provider via Powerwalls and Megapacks.
We also generate a ton of carbon pollution via coal and natural gas, more so NG at this point.
We have also experienced 20 years of single-party rule, contributing to idiocy such as the following from our last legislative session:
Yes, not just their long-running previous refrain of "let the market decide", but since renewables are now winning in the market, "subsidize only things that burn carbon". Wow.
Full link: Climate proposals withered at the Texas Capitol this year
We also host the most action-oriented, forward looking company on the planet. www.tesla.com
We are a large, complicated place. Sort of like this whole Earth thing, or so I am told.
Joe the Texas drone guy reported GigaTexas production is paused this week for line upgrades - would make sense to build inventory before any such temp shutdown maybe.
bkp_duke
Well-Known Member
There are several sites that scrape the Tesla database multiple times per day. One I follow is tesla-info.com. The graph seems consistent with the daily email updates on Y inventory that I get.
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I've always thought his signal to noise ratio was very low. So I haven't watched him in several years.
Gali got his valuation by assuming the market cap will be $3T-$4T in 2030 and backing that out at a 20% discount rate for 7 years and then noted that matches today’s valuation roughly.This was a non-sense post. Gali starts by using 12-trailing-months earnings for a GROWTH company (PEG ratio is the appropriate metric when you're investing capital for future growth).
He then piles on by talking smak on 'yields' as if TSLA was a divident-paying instrument like a bond (but fails to mention TSLA YTD increase of 100%).
Gali is not this dumb (he has a business degree); this post is deliberately misleading. He's either accumulating, or swing trading, IMO.
" / XIf interest rates drop and you use a 17% discount value, the present share price would be much higher.
RED MDL3
Member
Agreed. Same thing in Marin when I was picking up new Model Y. Had to wait 20 minutes for my turn. Delivery process was quicker than the wait.
Artful Dodger
"Neko no me"
Credit to a very prescient tweet predicting the CT reveal timeline from JP Sartre back on Apr 26, 2023:
Tesla Cybertruck Launch Date Sep 16? | Brighter with Brian White (5 hrs ago)
That's some scary-good intuition, wot?
Cheers to the Inn Ciders!
Tesla Cybertruck Launch Date Sep 16? | Brighter with Brian White (5 hrs ago)
That's some scary-good intuition, wot?
Cheers to the Inn Ciders!
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bkp_duke
Well-Known Member
Wow, if the CT is dropped live at the Detroit auto show, that would be the biggest middle finger to both the Detroit 3 and the UAW. I could defiantly see that being something Elon would do.
Artful Dodger
"Neko no me"
bkp_duke
Well-Known Member
California scales back electric car rebates to focus on lower-income car buyers
Now that electric cars are mainstream, higher-income Californians will no longer qualify for state subsidies.
calmatters.org
Not really surprised.
Tesla’s new manufacturing process will be a big change, and that brings risks. They don’t want a repeat of the Model 3 ramp when over-automation caused a very slow and painful ramp of production. Maybe they decided they needed more time to do simulations and small scale tests of the process before they are ready to build the full production line.I'm curious, what sensible reason could Tesla have for delaying Giga Mexico? The $25K Tesla is paramount to achieving Tesla's goal of accelerating the word's adoption of EV's. What reasons could Tesla have for purposefully delaying the production of the Gen 4 Compact platform?
GSP
Interesting...didn't they just reduce the Model Y inventory discount from $4000 to $1500? To me that would indicate dropping inventory.
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