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TSLA Market Action: 2018 Investor Roundtable

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For the same reason that there’s no such thing as a Tesla Killer, the Taycan will sell as many as they make. Even if it isn’t as good as a Tesla—and I suspect it won’t be— it’ll be much better than ICE cars in that price range. It won’t conquer Tesla, it’ll conquer Tesla’s competitors.
It just depends how fast you'll actually be able to charge it and where. The Supercharger network is a HUGE asset and advantage for Tesla.

I feel proud to have a Supercharger station in our location in southern WA, just about 3 miles from my house, easily accessible from 2 major freeways and perfectly located near a shopping center and several restaurants. It's cool to see the traffic there... saw a Roadster the other day, but have yet to see a model 3. Soon though I'm sure!
 
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I wonder how many Martian G's an S P100D can pull? 0-60 in .2 seconds?

F=MA still applies. Mass is the same, Force (traction) is reduced to 38% vs Earth due to lower gravity. So a Martian P100D may be able to achieve 6.6 sec

Worse engineering issue will be battery cooling. No atmosphere to use with conventional radiators. And battery heating too, with nightime temps below -80C the electrolyte will freeze unless the batteries are heated. So there's some work for those Martian engineers of tomorrow, for sure. :cool:
 
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Thanks for the personal example.

The specialists are basically acting like cold callers who have a phone list that they go through. There is no system for better communications.
Pretty egregious, but matches everything I've heard. This is a walking disaster; there are a lot of people who actually need some problem straightened out before they can take delivery, and Tesla doesn't seem to have a system for straightening out such problems.

They can get away with this because of such high demand, but the demand won't be THAT high forever. The demand is *already* not that high for models S and X.

There has to be someone in charge who recognizes the deficiency somehow hurts Tesla sufficient that it is worth improving. It's possible Tesla made the calculation and the irritation to the customer is a lower cost than correcting the system. Or they are trying and we have not ye
 
Today’s trading is very strong. Wouldn’t be surprised to see a bailout ws downgrade over weekend or early Monday am to keep the bullish sentiment in Check. Tesla is like a lion being held captive in a zoo.

Wouldn't be surprised, but also wouldn't be surprised if the Market shrugs it off. It's musical chairs now until the Q3 numbers are out, and EVERYBODY wants a seat.

Cheers!
 
“Delivery by trains is extremely slow, and it takes months to complete.”

FWIW: both of my X’s were shipped via rail from West Coast to a staging area in the Southeast. Then, they were trucked a moderate distance to South Florida. The process was weeks, not months.
Let me guess individual delivery most probably in enclosed carriage. Direct line with no intermediary distribution buffer points.
How does it relate to the question? Auto hauling is one week anywhere within US.
Short thesis goes that stupid Tesla doesn't use train distribution system for their cars. They don't because it's not cheaper for their sells model. Instead of comparing to your anecdotal experience visit your ex-dealership and ask about delivery delays when trains are involved.
 
The week
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$TSLA short interest $10.19 billion, 35.21 million shares short, 27.61% of float. @Tesla 1.6 million shares sold sort this week, $460 million, moving ahead of $AMZN and behind $AAPL. https://www.s3partners.net/Research/20180914_153100_TSLA20.php?v=1 … https://shortingtesla.com/

Ihor Dusaniwsky on Twitter

Guys, we're still far away from the potential short squeeze, but the number of shares shorted has increased significantly and we're still below $300... So while unlikely, it's significantly more probable than 2 weeks' ago, when the number of shares shorted was only 31.83, 3.4 million shares less than today...
 
2300 Model 3s produced in 2 days is 8050 in a week.

I will caution that I currently believe the bottlenecks on production are not in final assembly, or paint, or body. So they won't be able to maintain 8000/week until they fix bottlenecks further back in the supply chain. That said, I am also certain that those bottlnecks are currently being fixed (and may all be fixed by the end of the month).
 
Such ludicrous attacks from Bloomberg there. If the writer had bothered to watch any previous interviews with James Anderson, he'd realize that Anderson is actually being much more definite than usual. Anderson is usually ultra-vague and hedges everything he says three or four time.
 
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