Thanks. It appears that Kyle had to fold in half to get in. Doesn't look very promising at this point, but perhaps it was a bad camera angle.The recent OOS video, while not the best, does show Kyle getting in the back, and he is 6'1":
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Thanks. It appears that Kyle had to fold in half to get in. Doesn't look very promising at this point, but perhaps it was a bad camera angle.The recent OOS video, while not the best, does show Kyle getting in the back, and he is 6'1":
When it became apparent that Tesla couldn’t be destroyed they decided to allow the SP to run to a more proper value.
The deja vu is strong with this ticker.
I agree that EVs are becoming more mainstream as they go to the next phase of the adoption curve.Really? I've had more family and friends ask me about buying a Tesla in the last 1 month than over the last 5 years since I bought my Tesla LR 3. Of course, this is totally anecdotal but I detect a slight sea change in acceptance of EVs from people who haven't been hyperfocused on Teslas like us.
Your attempt at diversion has failed
I think there are only sufficient 18650 cells available to make around 65,000 Model S/X per year. We might find that new cells/packs are needed for the Roadster and these can also be used in Model S/X. Fremont could eventually make 100,000-120,000 Model S/X.
They built 71k in 2022 and 70k in 2023. In 2018, Tesla delivered 99,394 S&X. Have those cell lines been decommissioned or converted to 2170 since then?
The bulk of S/X were 70kWh models in 2018, not exclusively 105kWh models like now.They built 71k in 2022 and 70k in 2023. In 2018, Tesla delivered 99,394 S&X. Have those cell lines been decommissioned or converted to 2170 since then?
i thought they were 75kwh and 100kwh at that time the 70 kwh was short lived ~ 2015The bulk of S/X were 70kWh models in 2018, not exclusively 105kWh models like now.
i thought they were 75kwh and 100kwh at that time the 70 kwh was short lived ~ 2015
I stated a few years ago, and still feel this way, that the stock market should consist of buy, hold, and sell only. No options. No virtual shares.I have never heard a bull complain when delta hedging by MM pumps a bull run even more. When MMs defend a put wall, that is perfectly OK. It cuts both ways. That is the nature of the beast.
Of note in that Kyle video is that he said over 50% of the people he talked to didn't know what the Cybertruck was. Tesla is still a mystery to much of the general population, or at least the Cybertruck is.Thanks. It appears that Kyle had to fold in half to get in. Doesn't look very promising at this point, but perhaps it was a bad camera angle.
That was promising for me and my friends (although I never had that much of a problem, my friends did). They are so happy I got an X.Of note in that Kyle video is that he said over 50% of the people he talked to didn't know what the Cybertruck was. Tesla is still a mystery to much of the general population, or at least the Cybertruck is.
RT
No. I wasn't sure on the exact numbers. some 18650 cells used to go into 75D Models when they stopped making 75D production dropped to some number (from memory around 65,000). I assumed all cars being 100 kWh meant few cars could be built with the same volume of cells.They built 71k in 2022 and 70k in 2023. In 2018, Tesla delivered 99,394 S&X. Have those cell lines been decommissioned or converted to 2170 since then?
I’m simply curious of your perspective. If the market is already developed (personal automobile) such that Tesla does not have to convince people that they need to buy a new car (it just needs to market cars that are more compelling than traditional ICE options), what about the conversion of ICE to EV vehicles (and Tesla gets its fair share of those EV’s) that’s changing to cause the inflection? Are ICE vehicles suddenly more attractive an option due to compelling value? Are non-Tesla EVs suddenly offering meaningfully greater total ownership experience and overall value? Is there a cap on the EV portion of the personal automobile pie that Tesla is about to hit? Or is it simply Tesla’s capacity tapped out…with supply falling short of demand?I agree that EVs are becoming more mainstream as they go to the next phase of the adoption curve.
Maybe I could have more clearly specified growth rate.
I think 3/Y growth will continue, but that an inflection point has been crossed in the growth rate, and it won’t continue at 50% for 3/Y in the medium term of 2 to 3 years. Maybe in 2024. I doubt it for 2025.
Unless there are big drops in interest rates, and with the US $7500 tax credit going away for some models, I think 2.5 million 3/Y in 2024 is doubtful, and 3.5 million in 2025 is unlikely.
Could be wrong of course.
No. I wasn't sure on the exact numbers. some 18650 cells used to go into 75D Models when they stopped making 75D production dropped to some number (from memory around 65,000). I assumed all cars being 100 kWh meant few cars could be built with the same volume of cells.
They may have sourced or ordered some additional 18650, or some might be stockpiled from earlier shutdowns.
The main point is if they have the cells and packs, the line is capable of making 100,000 Model S/X per year.
Olé!I stated a few years ago, and still feel this way, that the stock market should consist of buy, hold, and sell only. No options. No virtual shares.
No. The profitability and epic free cash flow and paying off debt and producing wonderful products and running the business lean and always with the purpose to reduce waste, improve efficiencies etc… was why Tesla couldn’t be destroyed via TSLA. Tesla, the company, became too strong financially that the concerted effort to destroy it, failed. There was no choice then but for the market participants to temporarily change tactics and try and make as much money as possible letting it run.Darn ! Here I was thinking profitability and epic free cash flow had something to do with it.
Which begs the question: if the market is so totally rigged, why are you even here ?
By analogy, S/X demand has more or less plateaued.I’m simply curious of your perspective. If the market is already developed (personal automobile) such that Tesla does not have to convince people that they need to buy a new car (it just needs to market cars that are more compelling than traditional ICE options), what about the conversion of ICE to EV vehicles (and Tesla gets its fair share of those EV’s) that’s changing to cause the inflection? Are ICE vehicles suddenly more attractive an option due to compelling value? Are non-Tesla EVs suddenly offering meaningfully greater total ownership experience and overall value? Is there a cap on the EV portion of the personal automobile pie that Tesla is about to hit? Or is it simply Tesla’s capacity tapped out…with supply falling short of demand?