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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Say what? Speak up please... (Rock-n-Roll). The volume you say? Yes, it was on 11.
Lots needed to close out soon was my read (as in buy TSLA). In fact, it's why I bought 25 more today!
I hope Jason Cammisa has hired a couple of bodyguards by now. Lot of BMW/ICE nuts out there. In the podcast, he mentioned that heās still getting hate mail from his Cybertruck review!
I want to be a fly on the wall when eternal Tesla hater from the Smoking Tire podcast watches Jason say that the M3P has made the BMW M3 irrelevant
. The last time, he lost it completely, said some things about Jason & then apologised to Jason.
I want to be a fly on the wall when eternal Tesla hater from the Smoking Tire podcast watches Jason say that the M3P has made the BMW M3 irrelevant
. The last time, he lost it completely, said some things about Jason & then apologised to Jason.
Hopefully we can wean ourselves off the IRA gradually?
Cult Member
Born on the 4th of July
There is no time to wait, it's time to act! They got the recipe and it's BALLS TO THE WALL. Elon would never delay this for a next generation chip or anything else.
That's a very good point. Even for minor refreshes you start seeing camouflaged cars 1-2 years before release.
Exactly. I suspect this strategy decision was made in the last few weeks.
The best case scenario is a new model is produced this year and then takes time to get tested and approved before it can be sold.
If a new model is shown on the 8/8 I hope someone asks how long will it take to get regulatory approval.
Meh - 3,1 instead of 3,4 for the 2019 M3P (0-100kmh)
But why get we EU people less power?
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Yes, I'd love to get a US made M3P with Pana pack in germany. Would pay premium.
But the real question is, why is there still no advancement in Model 3 / Y pack since 2018?
528 km WLPT means around 450 km real world. That's the same as my 10% degraded pana pack from 2019. It's a shame and the main reason holding me back.
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Not last few weeks. Reuters reported that the decision to cancel the project for unboxed manufacturing of the compact car was taken before late February. So their sources(probably lower level employees) knew only half the story & Reuters dutifully reported it.
Also, Model 3/Y prototypes were never seen in public before the unveiling.
The question then is how quickly can they get regulatory approval after 8/8.
For comparison, Model Y was unveiled in March 2019 & production began in January 2020. (Source: Wikipedia)
Why do you think that they have to start the approval process on 8/8 and not before?
Yes, I remember that. I think ARK included it in their valuation models nonetheless. Elon was thinking RT would quantum-leap past driver ride-hailing, so why bother? And here we are.
I think information will have leaked out if they had plus I suspect the final prototype is not even ready yet.
My interpretation of 8/8 is that it relates more to FSD. I mean that's vast majority of the profit of robotaxis. Whether they put it on existing Model 3/Y cars or not, it's not very relevant.
It will have been made long before that, it then leaked forcing Tesla to comment on it. The shift in strategy (if it is that as they never really gave concrete plans before), doesn't mean all the design, engineering work on the next gen model is thrown away. The shift is so they can get it out quicker without having to build whole new GigaFactories, saving CapEx. Good prudent decision, and the cash flow will fund its expansion to the new Giga's once they move to scale up to tens of million of cars. That's what I took from the Conference call.
cliff harris
Member
Something that is not discussed much is that although many investors would like to NOT see a big chunk of profit come from these credits, because it gives ammo to bears, its actually not only likely to stay for a while but may actually get more favorable.
Climate change is definitely getting worse. We have seen ice storms in texas, wildfires in siberia, flooding in dubai and china, now there are dust storms in Greece. All of these events push the concern about moving away from ICE higher. ALl around the world, governments will inevitably come under pressure to force ICE companies to get their act together.
Not only are regulatory credits not about to go away, I think there is good cause to suspect they will go up (both is strength, and number of countries using such mechanisms).
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