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  1. dalalsid

    Discussion : All discussion regarding Model 3 and Tax credit in model 3 subforum

    The IRA tax credits apply to leases. Anyone here received it for leasing from Tesla?
  2. dalalsid

    October 2021 Order Delivery Dates

    Did you get the mobile charger with the car?
  3. dalalsid

    October 2021 Order Delivery Dates

    I have black seats and got a VIN on the east coast. Was pushed to jun then pulled back to may, now back into Apr. Hoping to pickup sat MYLR/White Paint/Black Interior/Standard Wheels/Tow/7 Seat/FSD
  4. dalalsid

    October 2021 Order Delivery Dates

    I have no trade in, still got pushed back. Just start lurking here after I got moved into Jun jail.
  5. dalalsid

    Shorting Oil, Hedging Tesla

    People were waiting for the Model X?
  6. dalalsid

    General Discussion: 2018 Investor Roundtable

    It was known: 1. Model 3 = BMW 3/Audi A4 etc. competitor so not exactly "masses" unless you look at TCO then you are in Accord/Camry territory which are also not exactly "masses" cars like Civic/Versa. 2. Tesla always has higher end models first. The company needs to survive for its mission to...
  7. dalalsid

    Tesla BEV Competition Developments

    It just means they can but they don't want to.
  8. dalalsid

    2017 Q4 earnings estimates

    Is there a reason for the lower lease % compared to every quarter? Lease Rev/Purchase rev = 14% every quarter. But you assume 11.4% in Q4
  9. dalalsid

    Tesla Semi

    When I saw the "do it" tweet, in my head I saw EM saying "Challenge Accepted" in NPH's voice from How I Met Your Mother.
  10. dalalsid

    2018: Will Tesla US Deliveries Top 1% US Market Share?

    I dont think that matters. The 2018 reservations are spoken for. If anything, Tesla might game the system delivering fewer than expected (maybe shuttle some off to Canada or something) to make sure more people can qualify for the tax credit.
  11. dalalsid

    2018: Will Tesla US Deliveries Top 1% US Market Share?

    Roughly 0 Model 3s will go to the rest of the world in the first 120k. US will be 100% of Model 3 deliveries for some time.
  12. dalalsid

    2018: Will Tesla US Deliveries Top 1% US Market Share?

    That's only 170k cars. With 50k s/x, that's only 120k model 3. We are in a world of hurt for the stock if they can't deliver 120k model 3s in 2018
  13. dalalsid

    2017 Investor Roundtable:General Discussion

    To add to this, Tesla may never need to move to a lower price bracket because the world might have moved to TAAS by then and price will be irrelevant.
  14. dalalsid

    2017 Investor Roundtable:General Discussion

    1. Price bracket of the model 3 and higher in all segments (pickups, Vans, trucks if all sizes etc.)
  15. dalalsid

    2017 Investor Roundtable:General Discussion

    Wait, they don't do it from the goodness of their hearts to prevent us from being defrauded by a conman? Color me skeptical.
  16. dalalsid

    2017 Investor Roundtable: TSLA Market Action

    Correction: somewhere in the range of 250k/yr to 750k/yr within the next *1 year*
  17. dalalsid

    2017 Investor Roundtable:General Discussion

    Hmm that's about $2.5B off the top of my head
  18. dalalsid

    Model 3 Production Rate Poll

    I think mid Q1 (right before earnings results)
  19. dalalsid

    Model 3 Production Rate Poll

    The config opening to non-employees is likely from running out of employees that want a loaded Model 3. While the ramp seems to be progressing from the uptick in photos in the Model 3 production thread, I have zero hopes of hitting 4 digits/week in 2017.
  20. dalalsid

    2017 Investor Roundtable:General Discussion

    If you start looking at every outlet as basically writing for click generation, you'll realize that not everyone needs other ulterior motives. Doesn't apply to comment trolls.
  21. dalalsid

    2017 Investor Roundtable:General Discussion

    I see the sls amg is no more. 2016 Mercedes-AMG GT vs Mercedes-Benz SLS AMG
  22. dalalsid

    2017 Investor Roundtable:General Discussion

    I think the sls amg fits the bill from Mercedes
  23. dalalsid

    2017 Investor Roundtable: TSLA Market Action

    I'm thinking the 7c is probably at cost for the power and like gas stations, the money will come from the attached store, grid services etc.
  24. dalalsid

    2017 Investor Roundtable: TSLA Market Action

    Apple is a design company. They are losing a major opportunity in home appliances. Modern home appliances suck. Things get in the door glass in ovens, grime collects in dishwashers, front load washers often stink and have poor drainage solutions, humidifiers get moldy, refrigerators have water...
  25. dalalsid

    Shorting Oil, Hedging Tesla

    "The new eVito – range of around 150 km." Is this a sell as many as you can before Tesla can commercialize the service Model X they are building?
  26. dalalsid

    2017 Investor Roundtable: TSLA Market Action

    Nationwide average electricity price at industrial rates is 7.25c/kWh. A little solar + peak shaving will get it under 7. And charging trucks is industrial level power. Not sure why people are so surprised with the rate. Maybe Tesla has decided to not make supercharging a profit center. Or maybe...
  27. dalalsid

    2017 Investor Roundtable:General Discussion

    I agree about the storing but waiting is going to be irrelevant with a self driving fleet that is driven by your calendar. Also having the ability to have the right sized car at the right time as part of a service seems pretty nice compared to owning a car. I'm sure most of us will want to still...
  28. dalalsid

    2017 Investor Roundtable:General Discussion

    I'd like to know what the stats on millenials and number of kids they have are. Plus TAAS with self driving would be totally different than calling an Uber or a taxi. As long as it costs less than a car lease and I can have cars show up wherever I want based on my calendar, the pain will be...
  29. dalalsid

    2017 Investor Roundtable:General Discussion

    This just means the ones going after status will get a self driving luxury CAAS from point A to point B instead of self driving regular CAAS. I say the young generation cares less about ownership. We dont own music, dvds, books etc. Owning and driving a car are hassles that need to be...
  30. dalalsid

    How Many Vehicles Will Tesla Manufacture in 2018 (S/X/3)?

    Keeping up with the 6 theme: S56666 X 46666 3 266666 Total 369998
  31. dalalsid

    2017 Investor Roundtable:General Discussion

    "- Person meets with the team and works on implementing it." - Team makes a prototype - 6 weeks later Elon tweets a new revenue stream ......... - 3-5 years later, matches/outsells all the competition Model S -> BMW 7 (you posted BMW sales up thread) Model X -> BMW x6 in 3-5 years Model 3 -> 3...
  32. dalalsid

    Chevy Bolt - 200 mile range for $30k base price (after incentive)

    GM sold off their European operations. They basically do not want to sell that car to anyone else. All I'm saying is if the credit goes away the price will drop. If not, the car will go away.
  33. dalalsid

    Chevy Bolt - 200 mile range for $30k base price (after incentive)

    And on Jan 1 2018, the price will drop by ~7500.
  34. dalalsid

    2017 Investor Roundtable:General Discussion

    They innovated in detecting when the cars are being emissions tested vs driven in real life. They built software to pollute more in reality. Audi also did some R&D on how electric cars should sound - Audi developing powertrain sound of the future for R8 e-tron - getting them to actually drive is...
  35. dalalsid

    Tesla sends out delivery delay emails

    The baker put cyanide in his chocolate cake. But his vanilla cakes are good?
  36. dalalsid

    Tesla sends out delivery delay emails

    Why do people still keep buying Audi's after diesel gate?
  37. dalalsid

    2017 Investor Roundtable:General Discussion

    In general the ranks of analysts negative on Tesla are worse than those positive on Tesla.
  38. dalalsid

    2017 Investor Roundtable:General Discussion

    No. You can summarize here. Life's too short to read crap. I only read crap from Montana skeptic because his style is entertaining but lately he's been regurgitating other people's crap. I might have to totally start avoiding bear articles until someone new blood shows up. These dedicated Tesla...
  39. dalalsid

    2017 Investor Roundtable:General Discussion

    Wow clickbait - The title itself indicates garbage. Then followed by a ? which means the author isnt even sure himself. Do I want to waste time clicking on this. No.
  40. dalalsid

    2017 Investor Roundtable: TSLA Market Action

    No numbers ending in 6. What is this rubbish?
  41. dalalsid

    2017 Q3 ER- Predictions and thoughts

    both are so close
  42. dalalsid

    2017 Investor Roundtable:General Discussion

    Maybe the solar/battery folks will do it for free as long as they are allowed to be the direct utility to the customer and get all the benefits a utility gets
  43. dalalsid

    2017 Investor Roundtable:General Discussion

    Do we know of any other than the hospital? That one is probably a ppa kind of arrangement.
  44. dalalsid

    2017 Investor Roundtable: TSLA Market Action

    I'm from India and even people driving compact economy cars (by US standards - Civic, Corolla etc.) sometimes have drivers.
  45. dalalsid

    2017 Investor Roundtable:General Discussion

    Refreshed interior possibly, model 3's HVAC at least should come to those.
  46. dalalsid

    Ask The Audience: What Did Elon Mean?

    With the current state of the world, it is surprising to me that everyone is not an atheist.
  47. dalalsid

    Blind Faith Price Targets

    Can we get an update on where we stand with the discounts in one of your BFPT tables, thanks!!
  48. dalalsid

    2017 Investor Roundtable: TSLA Market Action

    This is Tesla, they might take over manufacturing some themselves.
  49. dalalsid

    2017 Investor Roundtable: TSLA Market Action

    hmm pre-market order under 320 filled.
  50. dalalsid

    2017 Investor Roundtable: TSLA Market Action

    454 edit - I see it is derated by 0.7, so 317.