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

[Dancing Lemur]

Did the event time change or are you being sarcastic?

Doors open at 7, remarks at 8:30.

 

[JustMe]

Well, whatever happens today we can be pretty sure that tomorrow we will be down. I'm positive the media will spin the + as a problem with 4680 ramping, assuming they aren't in the cars which I doubt at this point. We will need a few weeks for people to realize how popular the Plaid will be.

FWIW I was contacted by Tesla to convert my Plaid + order to plaid. They said delivery "as soon as June".

I think you’re giving the media too much credit. I doubt most of them appreciate how transformative the new battery architecture will be. Doubt they’ll dig much deeper than range and speed and the new infotainment system.

 

[gabeincal]

Here you go...

 

[TheTalkingMule]

Well, whatever happens today we can be pretty sure that tomorrow we will be down. I'm positive the media will spin the + as a problem with 4680 ramping, assuming they aren't in the cars which I doubt at this point. We will need a few weeks for people to realize how popular the Plaid will be.

FWIW I was contacted by Tesla to convert my Plaid + order to plaid. They said delivery "as soon as June".

Sweet. Last two months have been precisely inverse to logic, so I'm expecting a $750 close tomorrow!

 

[dl003]

Doors open at 7, remarks at 8:30.

midnight it is.

 

[gabeincal]

Just curious - were you able to get any closer footage of the shrouded vehicles? I'd swear the smaller shroud looks like it's covering a not-fully-assembled vehicle.

I decided that the closer footage of the cars is open to my highest level Patreons only. I have to be able to provide exclusive footage for the guys who support me the most.

 

[Nocturnal]

Here you go...

Kick butt footage man, thanks. I really hate to speculate, but that pink covered car looks small doesn't it? I wonder what an 80k Plaid 3 would do in the Tesla lineup.

 

[jbcarioca]

Agreed on most parts - but why, if this is all new engineered, do they keep the old sheet styling and outdated parts - the lights are dated, especially the rear and the chargeport door is too small as we have seen with punchholes for charge ports in the Chinese models

I have no idea why that may have happened. Apart from the styling I hope the actual cars do not have the old lights and chargeport issues. However I do not know since I have never actually seen the cars.

 

[Baumisch]

Elon knows that "outdated" styling is a concept invented to sell you a new car. He doesn't believe in the concept and neither do I.

Maybe in 5-10 years when he will consider it if it will further the mission at that time.

I‘m not talking design lines of the chassis - I‘m talking functional stuff - the charge Port door doesn‘t fit CCS or Chinese Plugs - well we will see how this will work out - I just hope we won‘t have holes in the Model S/X side panels for CCS in a few months in Europe

 

[goinfraftw]

What time is the event today?

 

[juanmedina]

Kick butt footage man, thanks. I really hate to speculate, but that pink covered car looks small doesn't it? I wonder what an 80k Plaid 3 would do in the Tesla lineup.

I guess I am going stay late tonight because if that happens I will order one.

 

[Matt Porter]

Here you go...

Hey - FYI your youtube link to Patreon (on this video description) goes to patreon.com/gabeincal but your Patreon appears to be at Tesla Fremont Flyover is creating Tesla Drone Videos | Patreon

 

[thx1139]

midnight it is.

Honestly they really should start these things at 5PM PST

 

[Cherry Wine]

I decided that the closer footage of the cars is open to my highest level Patreons only. I have to be able to provide exclusive footage for the guys who support me the most.

No worries - just gave me an excuse to finally toss some coins your way to take a peek. Been meaning to for awhile now anyway. Thanks for all the content these past few months!

 

[Cherry Wine]

Kick butt footage man, thanks. I really hate to speculate, but that pink covered car looks small doesn't it? I wonder what an 80k Plaid 3 would do in the Tesla lineup.

I'm actually wondering if that's an X on the left and an S on the right.

 

[Joe F]

Here you go...

I hope you have a Cybertruck on order, as you can hang those brass balls on it for sure!

Flying through the lights at 1:32: Wow!

 

[mzairboy]

I'm actually wondering if that's an X on the left and an S on the right.

View attachment 671631

Agreed. At first I thought it was a Y on the left, 3 on the right and a S chassis flipped on the side, but an X on left and S on right make more sense and a casted chassis on the side/rack makes most sense.

 

[MP3Mike]

Here you go...

And an information leak:

That is a pretty big improvement from the 0.23 that the old Model S had.

And it just barely beats the Cd of the Lucid Air. (Which is supposed to be 0.21.)

 

[mzairboy]

I'm actually wondering if that's an X on the left and an S on the right.

View attachment 671631

And wouldn't this CD of .208 beat the Lucid's .21 CD...

 

[Cherry Wine]

Agreed. At first I thought it was a Y on the left, 3 on the right and a S chassis flipped on the side, but an X on left and S on right make more sense and a casted chassis on the side/rack makes most sense.

I'm definitely thinking X and S. Rooflines match up well.

EDIT: Updated with slightly better perspective.