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

[Todd Burch]

The new high fidelity park assist looks incredible. And it will continue to get even better.

I can imagine lots of OEMs will pay Tesla for this. And lots of people will want to get a Tesla just because of this stuff.

More money out of the shorts and into my shorts!

 

[Big Time]

About 2 weeks til P&D numbers.

Can’t wait for that news. I’ll be the one asking the questions.
“And you misinterpret this how?”

 

[dhanson865]

https://twitter.com/x/status/1735712953142223273

weird, my browser showed a blank post, but when I reply it has "[MEDIA=twitter1735712953142223273" and such

I think it should be this?

 

[dhanson865]

[/MEDIA]

and another [MEDIA=twitter1735643473171112428

and I think yours was this?

 

[dhanson865]

https://twitter.com/x/status/1735787314050408907

and another twitter]1735787314050408907

can you guys please post full twitter URLs or screenshots or copy the text or something other than the embedded thing you tried?

Or in addition to the embedding, because the embedded post isn't showing for me.

 

[kengchang]

CWhy do you think that? They will be produced at GigaTexas first...

Compact being built in Giga Texas first doesn't conflict with my statement.

There are Model Y line in Fremont and Texas.
There will be compact line in Texas and Mexico.

 

[GOVA]

optimus is gonna make Tesla money faster than people realize. Can’t wait for the co announcement that gen 3 cars use them to assemble saving on labor costs. That will instantly send the stock up 15% and lead to over 200 hours of social media hopium videos from thirsty Tesla influencers.

15%?

I'd say 150%

 

[spacerfc]

and another twitter]1735787314050408907

can you guys please post full twitter URLs or screenshots or copy the text or something other than the embedded thing you tried?

Or in addition to the embedding, because the embedded post isn't showing for me.

This forum will automatically convert any twitter link to an embedding tag, which doesn't work for me either. The only way around this is to post x.com link instead, which won't be converted.

I've seen twitter embedding works fine in other forums, so it's not a problem with twitter.

 

[Buckminster]

Something has changed with Twitter links 2 hrs ago. If I swap x for twitter, nothing is rendered. New bug? Or maybe they are working on not having to change the url.

https://x.com/NotATeslaApp/status/1735811541415440424?s=20

https://twitter.com/x/status/1735811541415440424

 

[Featsbeyond50]

Am I remembering correctly that Elon said vehicles made in Mexico won't be sold in the US?

Cybertruck will make an AWESOME cartel truck.

 

[FireMedic]

Cybertruck will make an AWESOME cartel truck.

They even added a sub trunk in the vault and called it the “smugglers bay”. When you know, you know.

 

[JusRelax]

Foundation Series Cybertruck order emails are going out to those who have never lived in CA or TX now:

https://twitter.com/x/status/1735879159883178250

Along with Cyberbeast estimates moving to late 2024, it looks like Foundation Series will be sold throughout most of 2024. Should be good for margins.

 

[Tony73]

Foundation Series Cybertruck order emails are going out to those who have never lived in CA or TX now:

https://twitter.com/x/status/1735879159883178250

Along with Cyberbeast estimates moving to late 2024, it looks like Foundation Series will be sold throughout most of 2024. Should be good for margins.

Volume will be way better for margins. Making fifty trucks a day results in crappy margins. Less crappy if they are foundation series but crappy nonetheless.
I think Tesla will start selling the regular configurations by the start of q3 unless something goes really bad with the ramp.

 

[wipster]

New note from the Jonas Brother:

https://twitter.com/x/status/1735693145956811022

View attachment 999699View attachment 999700

Thanks for sharing!

 

[unk45]

Mexico Compact line will be sold in the North/South America for sure

Since Mexico is in North America you’re undoubtably correct. Has anyone seen evidence that Monterrey ewitg produce fir US and/or Canadian sales?

 

[Atomsla]

Just got an email from Tesla to fill out a Cybertruck Vehicle to Home Survey about the PowerShare Home Backup which I duly completed.

It asked about things like the current current service to the house (200 amps in my case), where the CT will be parked—attached/detached garage, on the street,…—, who my power company is, whether or not I have solar, and so on.

I dunno, it almost seems like they plan to sell me the Cybertruck I ordered despite my not living in CA or TX.

Wowie! We run three households on a single 32 amp service here (so thats all three households combined on 32A), which I admit is quite limiting, but it suffices. Wanna spot me some of those amps?

 

[jamaatta]

I made a CT reservation on 05/2020 in Finland. Now I got an email from Tesla, that "while waiting for more news about my reservation they'll give me a discount of 1000 € for another Tesla models, valid for the end of this year".

 

[Creekstalker]

The new high fidelity park assist looks incredible. And it will continue to get even better.

I can imagine lots of OEMs will pay Tesla for this. And lots of people will want to get a Tesla just because of this stuff.

More money out of the shorts and into my shorts!

Great news for all but especially for that one TMCer from the UK who can't park his car without some futuristic navigational technology. Praise god people can now safely leave their homes.

 

[Max Plaid]

Great news for all but especially for that one TMCer from the UK who can't park his car without some futuristic navigational technology. Praise god people can now safely leave their homes.

Have you ever driven a Tesla around European cities?

 

[hobbes]

Breaking: German BEV incentives end *tomorrow*:

Antragsfrist für Umweltbonus für E-Autos endet Sonntagnacht

Noch früher als bisher geplant können keine Anträge mehr für den Umweltbonus gestellt werden, wie das Wirtschaftsministerium mitteilt.

www-sueddeutsche-de.translate.goog

Most people expected end of year at the earliest.. A week ago I got an invitation to a Tesla test drive event today, maybe they knew something or just luck, last day they can sell vehicles with incentive (application for incentive online till tomorrow).