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Tesla's Supercharger Team was recently laid off. We discuss what this means for the company on today's TMC Podcast streaming live at 1PM PDT. You can watch on X or on YouTube where you can participate in the live chat.
I think this just moves the margin needle a little earlier than it otherwise would have. My guess is there is more margin on a barebones S 60 than the initial wave of Model 3s will have. If this converts some of those surplus model 3s and keeps the demand pipeline full then I can't see there...
Can we add some milestones / announcements to the top of the spreadsheet as references if anyone has them handy? Dates/Timestamps of Elon's twitter announcements that mention reservation #s on specific times/dates?
So we ended up reserving two units at opposite ends of the 31st (my wife wasn't convinced until the end of the reveal).
I was somewhere around #60 in line in Eden Prairie, MN (Central time) on launch day and my reservation # is 377,6XX
My wife reserved hers at the very end of the live feed...
I have to think their cash flow is going to be a big focus and with 1200 cars missed there will be a lot of noise. I guess it depends on how much confidence they can drum up for Q3/Q4 FCF positivity, which is an issue in an of itself. They'll likely increase capex with new ramp plans by Elon...
I don't know.. I think this is a short-term bubble until ER next month and there will be another (better) buying opportunity than last night / this morning, followed by more gravitation to 250.
about 150 in line in Eden Prairie, Minnesota. Line is growing and folks are rolling in every minute, taking pictures, chatting, etc. I have to think there will be a stock reaction today/tomorrow.