Tesla's new Strategy?!?!?

Love the response that reads "Tupperware parties, but electric cars."

My 2 cents: Joint supercharger network buildout in alliance with Daimler. Possibly a "free-for-owners, paid-by-others" business model, or exclusive to owners (of Tesla and Daimler cars).

DonPedro said:

My 2 cents: Joint supercharger network buildout in alliance with Daimler. Possibly a "free-for-owners, paid-by-others" business model, or exclusive to owners (of Tesla and Daimler cars).

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Or a partnership with a chain that will accommodate SCs. It has to be something with SCs. We're due for an announcement.

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Could be related to this (though it is not confirmed): Supercharger in Weaverville, NC? According to PlugShare, yes!!

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Further indication it is Supercharger related: http://www.teslamotorsclub.com/showthread.php/1830-Elon-Musk?p=325336&viewfull=1#post325336"

This is officially part 3 of the 5 point plan.
Liam Sellers ‏@LiamSellers28m
@elonmusk @TeslaMotors is this part 3 in the 5 part announcement trilogy?

Elon Musk ‏@elonmusk14m
@LiamSellers yes

New strategy = shorter distance between SC, perhaps 100 miles instead 150 miles. Hints of this were dropped by EM in aftermath of NYT/Broder affair.
Owners will like it because SC will be useable by both 60kWh and 85kWh cars.

The two other parts of the announcement I believe would be partnering with national restaurant chain to facilitate drammatic increase in the deployment of SC (coast-to-coast in 3-6 months), and two-fold increase in speed of SC. Again, owners (of cars AND company) will be delighted.

Could they have found a way around the dealership restrictions? Would be huge if they didn't have to fight those battles

New strategy = stop pre-announcing new strategies using twitter.

Tesla owners would LOVE that.

Well, not to over-parse the tweet, but to over-parse the tweet:

I think that the use of the word strategy without a modifier is all-encompassing and will be bigger than just service/superchargers/wireless service or other component. I'm willing to bet they've been revamping aspects of the whole approach. At least that's what I'm hoping.

DonPedro said:

My 2 cents: Joint supercharger network buildout in alliance with Daimler. Possibly a "free-for-owners, paid-by-others" business model, or exclusive to owners (of Tesla and Daimler cars).

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I am thinking along those lines as well. They may be in alliance with more than Daimler which may include whoever wants to adopt the Supercharger standard.

How about returning to "optional" battery swap with pick up of your charged pack on your return trip!

deonb said:

New strategy = stop pre-announcing new strategies using twitter.

Tesla owners would LOVE that.

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LOL +1

I'm completely "whatever" about what's coming at this point.

As a two time solar city customer, I am betting a referral program. I love the solar city one!

deonb said:

New strategy = stop pre-announcing new strategies using twitter.

Tesla owners would LOVE that.

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+1

Supercharger partnership is my thinking but I dunno for sure. If it's not this one it's probably one of the remaining two parts.

DonPedro said:

My 2 cents: Joint supercharger network buildout in alliance with Daimler. Possibly a "free-for-owners, paid-by-others" business model, or exclusive to owners (of Tesla and Daimler cars).

Click to expand...

As a Tesla owner, I wouldn't "love" that. More competition for charging slots won't help me (as an owner).

The key to narrowing down the meaning may be Musk's final sentence: "Tesla owners will like this."

That implies something that current owners would like. A larger Supercharger network is a possibility. That may explain nearly 3% advances in both Tesla (TSLA) and SolarCity (SCTY) shares at this moment today.

EDIT: According to Reuters, "A spokeswoman for the company said Friday's announcement will focus on service."

Curt Renz said:

The key to narrowing down the meaning may be Musk's final sentence: "Tesla owners will like this."

That implies something that current owners would like. A larger Supercharger network is a possibility. That may explain nearly 3% advances in both Tesla (TSLA) and SolarCity (SCTY) shares at this moment today.

Click to expand...

Keep in mind that this is likely not supercharger related. Elon confirmed that this is part 3 of the 5 part trilogy. A quick recap on the 5 parts:

1) TSLA Profitable
2) Lease
3) Service
4) Supercharger
5) Right under your nose

On the one hand, he may have just lost track of which is number 3. On the other hand, he likes making a very big public fuss with all his announcements, and the service-side thing so far was fairly low-key.

I think he's going to announce a "bounty" for the first person to "CK" (Capture or Kill) 1 "John Petersen"
Extra credit if you get him with your Model S