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A used Model 3 would get you all that plus 200+ mile range around $15m right now.

why can't Tesla create a vehicle with a steering wheel and pedals? why take the all in bet on the software, regulatory approvals and consumer acceptance when a basic hedge would be to make the same vehicle with the controls? Plus we are supposed to wait until August to find out if the...

Clearly way too competent at engaging with investors. That’s not the Tesla way.

6. Neither of the two vehicles priced under $50,000 fits their needs 7. No home charger & range on 3 or Y isn't sufficient for their weekly total commute (e.g., need 3 supercharger visits of 20min or more) 8. Don't want to support Elon based on his words and actions 9. Belief that EVs are...

https://economics.td.com/us-vehicle-sales U.S. vehicle sales cooled modestly in March U.S. vehicle sales fell 1.3% month-on-month (m/m) to 15.5 million (annualized) units in March – coming in below consensus expectations for an increase to 15.9 million units. Unadjusted sales volumes were 1.44...

The hand was in play when (if) he made an announcement to a large group of employees. After that, it was just a matter of time.

Lots of explanations. Take a look at AAPL - $73B Cash on hand with $108B in debt including $5B in new bonds sold last May. Same for META and others. Typically done to take advantage of tax write off in the case of having foreign subsidiaries generating excess cash.

Is quarterly data available? Looking at 2H 2023 - Q1 2024 (when available) unit volume on a quarterly basis vs. Toyota would be helpful to understand if there is a Tesla specific decline or not.

I think this is a very important point. If this was a clear one time impact of something - supply chain disruption for example -the Tesla team would be on calls with the stock analysts to discuss this which should bring down estimates but with a caveat. Instead we have big misses (which also...

Tesla has two mass market models, the 3 and the Y. One is already the #1 volume car in the world and the other is top 5/10 in most markets. As you point out there are probably some demand levers to pull with these models, but I don't see how any of them are significant enough to power 50%...

also after having paid for and using whatever version they had for the last five years I will say that a few days of use I think 12.3 is very very advanced. For the last year I really only used FSD on the highway, and it was great. I've been using 12.3 for more point to point and it is a big...

Been thinking about near term demand generators prior to Model2 release. Model 3 performance and Model Y light refresh are the two that come to mind. But I also think that a 375mile Model Y would be very interesting. We have seen less than 10% increase in the Model Y Long Range (from 291...

Concerning

what we need is for the grown ups at Tesla to be in charge of the Model 2 design. Another weird mobile like the X or the CT would be a disaster. If the CT was targeted at F-150 buyers, like the 3 & Y were targeted at traditional sedan and CUV buyers, it would have been the next significant leg...

Late 2018 dual motor LR with about 85k miles. Besides tires I have had to replace one cracked windshield, one 12V battery, two right rear taillights and one right side repeater. Haven't bothered to measure battery degradation. Something is creaking in the steering in the morning, but I...

just went and saw the new Model 3. The interior feels like an Audi, but cleaner. It really is pretty incredible. If only there was a way to let the car buying public know what you could get for $329 / month.

Only if Elon had access to a large media platform to teach the public about the benefits of a Tesla, how incredible the Cybertruck is and why the Model Y is the best mass market car in the world. An investor can dream.

Here is a great review of the new Model 3 by MKB If only Tesla would let the world know how good it is. My 3 is fine (2018 w/ 85k miles) but I think its going to the kids as soon as Tesla brings these changes to the Y

The S, X, 3 and Y all led their vehicle class because of the leap they all delivered. If the CT wasn't going to be a top seller in its class why prioritize its development? Right now it seems more like the X. A technological tour de force but with an idiosyncratic design that significantly...

It's really nice to have my Model 3 take 80%+ of my commute on a daily basis. Way more than adaptive cruise control + lane keeping. But unlikely to be a must have for very many at the current price.

I thought this was a good call as they went through Gen3 vehicle, cost reductions, awareness campaigns, FSD licensing, compute power (training and fleet) and energy. Looking forward these all seem to be high probability events with a positive impact on financials. Of course the downside is...

And so far the Cybertruck is looking like the Model X - a next gen, technically superior product with a limited audience and financial impact.

I’m not sure we will see Gen3 announcement until the end of the year. Given BYD / Chinese capabilities there will likely be a Gen3 clone on the market within 12 months from announcement. Tesla needs to be much closer to production before laying out the road for the competition.

I'd like to see a refreshed Model Y out by mid year. That should drive up interest and demand (and profits) at the current prices. Wildcard for me is how much more efficient manufacturing the Highland Model 3 is.

would have been nice to have had some sort of event, even if virtual

Time to pull all the batteries from the S or X and move to Model Y. I doubt many S or X buyers qualify for the tax credit anyways based on the income limitations.

wiper algo is absolutely atrocious. my friend's 20yr old BMW 3-series automatic wipers outperforms Tesla's in every way except for frustration.

Yes I agree that SS has lots of benefits. There was some commentary from Franz that they were able to redesign the body to take advantage of the SS exterior, but overall I'm still not seeing any evidence of weight savings. Curb weight of the cybertruck AWD is ~6600 lbs vs. ~5000lbs for an F150...

Watching the interview with Lars and Frank on TopGear and they talked about being able to remove interior structure based on use of SS. Really illuminating.

I like the cybertruck & leaning towards getting one as a 4 passenger truck would be pretty useful for me. As an investor I really don't see that stainless was worth the added manufacturing weight, cost and ramp issues. It isn't clear to me of how much is gained by having the exterior shell...

I am looking forward to all the reviews from the folks who had access to the Cybertruck before the release. Looks like it can eat an F-150 raptor for a light snack. Will be interesting to see the Rivian comparisons as well.

so basically nothing new / remotely interesting until 2027? Or am I reading this wrong?

How about telling us when US will get highland? Maybe a stretch is upgrades to Model Y based on highland. The highland reviews from Europe and Australia are all very very good.

So what's the endgame here? IF Metal shuts down Tesla's business in Sweden, Elon tells them to pound sand and everyone loses?

Very succinct. Tesla needs to grow profitability or compression will continue

ESPP plans typically have limitations on how much can be purchased.

What employees see is that their stock options are underwater / haven't gone anywhere in years. As a result they don't assign any personal monetary value to them.

My take is that Tesla is approaching the top of the demand curves for the Y and 3 (sans advertising- which Elon basically doesn’t believe in). Unfortunately Cybertruck production doesn’t look to be really scalable- 3m orders but only 250k annual production - and the next gen car is years away...

I’d really like to know if the manufacturing process is improves as well

EPS was climbing rapidly in 2020 through 2021. Has been flat for last 6 quarters or so.

I ask because if this was a pre-planned transition it would have been easy enough to either introduce him or give him a small role to discuss rev rec or something. Dropping your CFO right after earnings and appointing a internal person that no one has ever heard of doesn't scream "well planned...

Was he on the last earnings call?

I found this to be one of the more interesting and positive parts of recent investor guidance. Roll the tapes back a bit and Elon & Zach have repeatedly claimed that they have so many good investment opportunities / no shortage of ideas. Now they have the free cash flow to power some of...

It was a miss. The car blew through the stop sign. FSD is still a work in progress, especially on surface streets.

Reminds me of the old quote by Reed Hasting on Netflix needing to become HBO faster than HBO could become Netflix.

Also what’s really telling to me is that there little migration from Tesla into other brands. The Model 3 has been available in volume for 4+ years now and Tesla brand loyalty is 20 points higher than next brand...

Presumably Tesla could have a common API gateway for control and the AI could be trained on the different driving characteristics for individual vehicles. Pretty sure the Semi has very different characteristics than the 3. But a third part auto would need cameras and Tesla hardware

I'd like to see similar deal with Hyundai/ Kia. Personally I think they are in front of Ford on their commitment to EVs.

I thought Elon's last comments on their chips was that 2023 was the year to prove that the Dojo chips were an actual cost effective replacement for nVidia. Would be nice to get an update.

Bump in Q1 but I’m expecting better factory utilization, increase in S & X sales, decrease in commodity costs and increase in overall units to make up for the price cuts.