Texas production is essentially shut down for the month of September for line upgrades.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Lasts 1Q? Wishing him best of intentions! (Edit… too negative, he’ll do fine. )He left Munro...for LUCID??!?!?
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MountainRatMat
Member
At an ASP of $40k thats HALF A BILLION DOLLARS of revenue difference.
That is a massive swing.
Yes, it does matter!
Do not know the size of his new paycheck. No doubt worth it.He left Munro...for LUCID??!?!?
GhostSkater
Member
Saudi King: "Peter, why your Venmo request has an extra $500k this month?"
Peter: "Oh it's for my new boy Cory, he said he can fix all our issues, since my British accent isn't cutting"
Good luck for Cory, certainly a monumental challenge for him, but I understand, no fun when things are easy
Rumor has it, Model Y production line is starting up soon.
GigaTexas drone fly over guy said
"All employees back at work today, training, final prep, test production of Model Y bodies & at least 2 Master Candidate Cybertrucks produced & imaged today outside! This wee will be to get everything back into operational status to resume full production by next week!"
"I have fed an infinite number of variables into Dojo, and the answer is........Giga TX Model Y line will resume tomorrow and ramp up pretty quickly to exceed previous production capacity and at lower cost."
GigaTexas drone fly over guy said
"All employees back at work today, training, final prep, test production of Model Y bodies & at least 2 Master Candidate Cybertrucks produced & imaged today outside! This wee will be to get everything back into operational status to resume full production by next week!"
"I have fed an infinite number of variables into Dojo, and the answer is........Giga TX Model Y line will resume tomorrow and ramp up pretty quickly to exceed previous production capacity and at lower cost."
I'm gonna guess Lucid recognized they need to get their manufacturing production processes/costs in-line, and he probably has more insight in to how Tesla is doing that than anybody who hasn't signed an NDA with Tesla. They probably made it very worth his while.He left Munro...for LUCID??!?!?
all those Model 3,Y tear downs .... Lucid wanna know ....He left Munro...for LUCID??!?!?
He is a nice dude, but to go from Munro's lickspittle to a director of Lucid? This tells me a full story about Lucid now.
"Assistant Chief Engineer, Midsize" FWIW.
They are floundering. Don't blame him though, he just got a big pay raise and a really nice addition to the resume.
I think he bought a bunch of stock when it was high and needs to get it up before he sells.
Hope they are paying him lots of cash (not stock).He left Munro...for LUCID??!?!?
Lucid obviously needs to get costs under control, but Cory has a huge job ahead of him. Their costs are well above selling price, but they also need to bring those costs down even more so that they can reduce the price of the car since Lucid sales are also down.
Also, I've heard rumors of bad design such that fairly pedestrian faults basically require a new battery pack - horrible for warranty costs.
Good luck, Cory, you've taken on probably a harder task than Elon had with the Model 3 ramp.
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Will be an interesting P&D report a week from now. Recall heading into this quarter that Tesla had about 100k cars in inventory (based on a review of Rob Mauer's podcasts). That should buffer against the production decline from Austin & elsewhere, and if we deliver more cars than were produced could be a nice profit boost.
Stretch2727
Engineer and Car Nut
Another slow down from the Big 3.
Ford 'pausing' construction of Marshall EV battery plant
A Ford spokesman said a "number of considerations" went into the automaker's decision to pause construction of an EV battery plant near Marshall.
www.detroitnews.com
insaneoctane
Well-Known Member
I know there's been a lot of wrap conversation, but that polished SS finish is absolutely stunning to me, personally. I hope they don't show fingerprints like many genuine SS appliances do. Ironically, I think the SS fingerprint "resistant" solution for most appliances was either a clear coating or to not use real SS. It will be interesting to learn what Tesla has done here...
EDIT: Most owners would likely acknowledge that closing your frunk without leaving smudges is difficult enough with conventional paint. When will Tesla start to make these frunks automatic? I'd pay for that retrofit (only through Tesla) in a heartbeat!
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Words of HABIT
Active Member
Ha Ha, most definitely. I remember back when Tesla missed delivering 500,000 EVs in 2020, a goal Elon had set five years earlier. Well, Tesla missed it by 450 cars or 0.09% and the negative press was relentless. Here is just one example article pulled from the archives.
Tesla just missed its goal of delivering half a million vehicles last year
The automaker had acknowledged that reaching its goal of 500,000 deliveries would be more difficult because of the COVID-19 pandemic.
www.businessinsider.com
Wall Street perpetrators can only think short term, per quarter, annually at the longest, because short term results are what their bonuses are based on. Who cares what they think. Either one is trading TSLA based on short term quarterly fluctuations or investing for the long term. Everyone needs to do their research and if they believe that Tesla will significantly increase production and delivery of EVs in the future, invest with impudence. Tesla has made this very easy, as their roadmap has already been laid out before us in astonishing detail (Cybertruck, Semi, Generation 3, Van, Roadster 2.). So I agree with @GOVA that Q3 2023 numbers simply do not matter in the long term, understanding that any shortfalls due to downtime to make the gigafactories more efficient is paramount.
For all TSLA traders, Yahoo Finance today advised the FactSet Consensus for Tesla Deliveries Q3 2023 is 461,000. Expect daily changes until actual numbers are released from Tesla.
Tesla’s Q3 Delivery Figures Face Downward Revisions Ahead of Announcement
Tesla Inc. (NASDAQ:TSLA) is set to announce its third-quarter delivery figures in a few days, with Wall Street analysts predicting lower numbers than previously expected. The consensus among analysts monitored by FactSet has revised the initial estimate of 473,000 units down by 2.5% to 461,000...
For the rest of us, simply enjoy the ride. If you are not enjoying the ride, then you are not doing this right.
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Words of HABIT
Active Member
Cybertruck is a beast. I rarely clean the outside of my Model 3 (driving through rainstorms is more than sufficient), and plan to never clean my future Cybertruck exterior. For those who do not share my opinion, Martha has a few recommendations for cleaning SS.
How to Clean Stainless Steel
MartinAustin
Active Member
Not directly Tesla-related. Cruise still finding it tough going. The last time I saw a Cruise car in Austin it was driving with its wheels on the dotted line between lanes!
www.kxan.com
West Austin neighbors petition against self-driving cars
Stopped at a red light near Austin Community College, Jinous Rouhani says she narrowly avoided having her car hit by a driverless Cruise vehicle.
www.kxan.com
Many of the test CTs on the road have shown obvious prints. You can clean it, wrap it, or ignore it.
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