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This was my initial thought as well, and presumably, Tesla would like to establish the usual infrastructure (service centers and charging stations) and get a market understanding of potential sales, prior to going too long on establishing a factory. Supporting 8000 cars / year, would be a...

Sure there is, Sandy pre-cracked the back left corner (off camera).

Well that's interesting. I'm in CT, so it's not like I'm some preferred location. I'm on record of visiting the show room model Cybertruck in Mt. Kisco, but I also told the advisor that I was a year+ away from buying anything.

My order was roughly 180,000 in line and I received my invite last week. So they are working through the backlog. Hard to say whether it's supply or demand related, but AWD is showing delivery April-June 2024 and Cyberbeast "late 2024". My guess is demand is high for the Cyberbeast, those...

A little family road trip yesterday took us through Tesla Mt. Kisco where the Cybertruck is on display. We could get in and touch, including rolling down the tonneau cover. That was a bit of a surprise, we thought it would be look only. I would agree with everyone who has said it looks better...

Which is the intent of Troy's post and why we should ignore him. Or at least not amplify his narrative.

Love it! Just as far for me as driving to Mt. Kisco, but this is a creative middle finger to the dealerships.

Until it hits whatever is behind you...

It's stating 2024 if you're placing a new order. Which is, on the other hand, probably grossly optimistic, but perhaps Tesla is expecting a lot of pre-orders to wait for price reductions and other trims to come out later and be able to deliver to new orders sooner than we'd expect.

Yes, just a funny result of the translation. A person would be arrested (and jailed). An object would be seized (and impounded).

Also, don't assume this is final, ramped up production line pricing. I believe the initial price was $70k? That's only a 30k premium for one of the first tri-motors off the production line.

Priority means what? A $25k vehicle, selling in huge numbers, requires a huge amount of batteries. And a cost structure to support a sales price of $25k. This all doesn't just miraculously happen instantaneously because a $25k car will be the most important car to fuel the transition to EVs.

Can you guys knock it off with the work from home discussion.

Are you going to include the cost of installing the already installed diesel stations along that corridor in the analysis?

I meant that there is no reason to cancel the 4060 Model Y if the cells were not viable for Cybertruck. Basically what mongo said.

Would they not keep using 4680 in the model Y then?

This doesn't seem that hard if they plan for it. It's easy enough to see if current is passing through a wire from the supply side.

Shutting down to retool in Q1 makes the most sense. Forgetting standard Q1 seasonality, if the IRA tax credit will be reduced, as Tesla is suggesting, there will likely be a pull forward in demand. Better to deliver those cars in Q4.

Or let him enjoy what he enjoys and have his own opinion, rather than trying to enforce yours like it's fact.

Justifiably angry that parts shortages raised the price on everything in the world? Angry that some of those prices increases were not permanent? In hindsight, their purchase timing was certainly poor, but they should assign the blame where it's warranted.

Most to capital expenditures Capital expenditures (2,060)

I'm not sure I buy into the idea that Tesla will use Ford dealerships for service, however if Elon explicitly stated "never" as you said, Tesla would still not make profit on service performed at a Ford dealership.

Because effectively, there is no SS/Medicare savings account. Current collections go to current beneficiaries. You stop collecting, you stop the payouts.

So far, S & X only. I'm not seeing this as evidence they're running behind internal delivery targets.

And a portable device is much more useful anyway, as the driver will likely need to interact with it while inside the pickup or delivery facility.

Not nearly slopy enough. Evidence: Cybertruck

Also, is this section even being casted? The body is the frame. Aren't the castings for the undercarriage, like the Model 3/Y?

The floor line should be tilted forward a bit then, as well. In the photo, it's parallel to the roof. Not so with the Cybertruck.

Seems fake, the Cybertruck roof tapers as soon as it hits the peak, there's no flat section. https://www.tesla.com/cybertruck

And Bill Gates.

You mean like almost every other message board on the internet? Count me in.

You can mention it as many times as you want. In fact, it's an important enough topic that there's a thread dedicated to it.

For company owned fleets, there may be a case for giving up weight and extending range (Frito-lay may make this choice). And there may be a strong case for always maxing out the weight (Pepsi may make this choice). These are predictable loads. In either case, 500 mile range may just be good...

Ok, but this is a lever they could have pulled at any point in the past or any point in the future. My point is that Tesla is currently getting a big advantage of higher selling prices for used cars that have been returned on closed-end leases. This is a good thing, I'm not sure why it's so...

Yes, I understand that Tesla gets the car back based on the residual value that was established at the beginning of the closed-end lease. I am sure they will continue to sell lease returns for a profit for a long time. However, we are currently in a time where they are able to secure a much...

Yes, the model 3 leasing started just over 3 years ago and the timing is very fortunate, because used car prices are at absurd levels. Profitability on this line item may end when used car prices return to normal.

Used car sales show up in Service Revenue, right? This part may be a welcome, but only temporary boost.

Snow and low winter production go hand-in-hand nicely. However, you need to bank summer over-production through net metering. Batteries aren't cost effective yet for seasonal shifting.

Add product differentiation to not Osborne Fremont built MY with 2170 cells.

Models, schmodels!

Fantastic info, as usual. Interesting that the boost started in Q4, 2021, because Model 3 leases were not available before Q2, 2019. Could this be early return of Model 3 leases, or is this just the impact of increased resell price of returned S/X? Since the lease cost of revenue has also...

Leases that will be available for resale through the end of 2022: Q2: 4,322 Q3: 6,498 Q4: 6,041 Assuming a 60% residual value, I believe these cars could sell for $15k, or more, profit. That's $252 million through the end of the year. I base my $15k profit on the purchase price of the SR+...

Sorry, I meant tailwind. Thanks, I had time to edit.

If my memory serves, a tailwind into next quarter and beyond, and as long as used auto prices remain absurdly high: Tesla started offering close ended leases on the Model 3 in the 2nd quarter 2019.

Wheels are standard 19" gemini wheels.

At least 2 1/2 years ago, only the 110 adaptor and j1772 converter were included with my 6/2019 Model 3.

Thank you. Although we know Gen 2 supports it, I'm not specifically seeing any reference to 277V in the Gen 2 manual. Does it recommend line-to-neutral (i.e. is there a change that rules out Gen3 support for 277v)? I think pages 7-9 are relevant, but interpreting is above my pay-grade...

Still looking for an answer on this, if anyone knows. Also, I assume the Y has the same charger as the 3, but has anyone tested 277V on a Y?

Why truck merch? - it's new, other merch is already available. Hitting stores slightly later than ideal? - It's Tesla.