cheshire cat
Member
Was that another of Obama's red lines?
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You must have just watched "Active Measures.". That is one informative and very scary documentary. My only complaint is the background music.
RobStark
Well-Known Member
I would be.
If there is no SR Model Y Tesla would abandon the emerging very heart of the automotive market in fully industrialized countries.
Larger compact/smaller midsize Crossover Utility Vehicle for ~$39k.
Look, Tesla made the right call in Q2 by trying to build up a supply of RWD units while holding back deliveries to not bust the 200K number before July 1. I think everyone expected that. What seems to have caught them (and everyone else) off guard was how many opted to switch to the AWD and P variants when they became available. Since then they are just not getting enough new orders for RWD to clear out that inventory. So they are doing the smart thing: Admit you have an inventory and clear it out fast.
Hopefully, they will do the same for S & X. It has already started with new inventory being posted to the website. For months they had no new cars listed for either model, when you could call a showroom and get called back within an hour with a selection of available cars.
Hopefully, they will do the same for S & X. It has already started with new inventory being posted to the website. For months they had no new cars listed for either model, when you could call a showroom and get called back within an hour with a selection of available cars.
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That would be insane!
A Model Y with the SR battery pack could sweep the competition for years to come. If Tesla does not offer the SR it could likely kill the company. IMHO no other Tesla model will sell anywhere near as many units as an SR Model Y. If they had announced the Y in 2016 I would have been buying calls and shares with the profits.
Front motor is of AC type, probably made on the same line together with motors for S and X. I would suspect they didn't ramp production in time and "surprising" rise of interest in S and X ate all reserves. Who would "think" that bigger exposure by driving Model 3 would attract more clients even to more expensive models. Enigma....
I'm perfectly happy taking more money selling a much higher strike put 210-230$ and as well a closer call 330-350$ where the premium is much higher.
True, but I think that’s probably more on Putin than anyone else.
Frankly I have to disagree with this statement. The options market has been a very good indicator in the overall direction of the stock over any realistic period of time. Even including a weekly around earnings events. Is it off by value, sure. but directionally I have found it more accurate than not and been able to leverage it effectively 90% of the time. That's better than my normal 80% hit rate.
technically, it wasn't a red line, just inaction.
"sidelined" to me implies that they were in some sense sent away. In both cases, it was their own decisions to leave or take time off. So I wouldn't say they were sidelined.
Fact Checking
Well-Known Member
I always thought AWD was built in the Sprung Tent, because GA2 doesn't have a station to install the front motor. That would limit the AWD+P output to 20-25% of the total, or about 1,000/week.
If that's the case then I guess they are already working on extending GA3 with AWD assembly.
If it's elsewhere then the Gigafactory would be the bottleneck - it's all highly automated so they might be waiting for more robots.
What I don't understand: why don't they increase the price of AWD to $6,000? Best way to shift demand between variants is price. Unless they are certain they'll solve it shortly.
Consider yourself lucky. If Tesla had actual dealers they would be charging $5,000 over MSRP until they ran out of buyers for the P+ model.
Agreed. He can not say the words 'reckless growth' enough times as we move forward for your's truly.
AWD is almost certainly not just being built in the tent. At least 2/3 weekly production, currently built are AWD.
let compare Temple Grandin with other names,
The world needs all kinds of minds
Look at her face: eye contact, level of facial mimics. Actually everything cloth choice included.
While eye contact is cultural feature she is from the country where eye contact is essential.
And I didn't go into what she was saying. (and she is very accurate in her presentation). Asperger are meticulous.
And take any Elon Musk speech, or whatever Steve Jobs, or any other name of entrepreneurs you choose. The level of chaos they bring is impossible to ignore.
To clarify: I had enough of Asperger colleagues in my life. Probably half of modern theoretic physics and quarter of modern programming advances is lifted by such people..
the difference in behavior between people who can not into social interactions, people who forgotten social interactions because of solitary work and people who refuse to follow social rules is trivial to spot.
Don't forget :
(c) buy RWD LR instead of waiting on RWD SR, if they were already planning on buying the PUP (with halving of Federal EV incentives on the way, perhaps some people will decide that the extra $5250 to get a LR RWD PUP is worth it, since it represents a ~42% discount on the LR battery and the advantages it brings, plus getting it now vs later)
Of course anyone set on a SR RWD w/o PUP would not be enticed.
Esme Es Mejor
Member
That’s why I think the LR battery back for the 3 should be the standard pack for the Y. Since we don’t know the specs for the Y, we don’t know what the range would be, but probably high 200s.
Fact Checking
Well-Known Member
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