2017 Investor Roundtable:General Discussion

[RobStark]

Toyota dominates CR reliability survey again; lots of shifts seen among other brands

Tesla moved up four spots in the 2017 ranking to No. 21. The predicted reliability of the Tesla Model S was above average for the first time, Consumer Reports noted, giving the maker of electric vehicles a boost.

Consumer Reports also predicted that the new Model 3 will have an average reliability score based on the improvement of the Model S.

"Electric vehicles are inherently less complicated than gasoline or hybrid alternatives," Fisher said in the statement. "The Model 3 is the least complicated Tesla yet, and should benefit from what Tesla has learned from the Model S."

The survey gathered information from Consumer Reports subscribers

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Tesla Model S had above average reliability for the first model year while Tesla as a whole ranked 21 out of 27 automotive brands. So we can surmise 2017 Model X is still significantly below average but not so horrible it was singled out.

Below Tesla are Lincoln,Volvo,Dodge,Ram,GMC, and Cadillac. In that order.

Given that, a predicted reliability for first year Model 3 of average is kind IMO.

 

[RobStark]

oops spoke too soon.

Toyota Up, Cadillac Down, Chrysler and Tesla Rise in Consumer Reports’ Study

However, Fisher( Consumer Reports spokesman) says the Model X CUV is one of the least reliable models on this year’s survey.

While Chevrolet’s Bolt EV was the brand’s most reliable model, ranking above average, all other Chevys were below average, including the Volt and Cruze, the latter of which performed well on the 2016 survey.

 

[bdy0627]

Yesterday TSLA was trying to break out of $360, I thought either Goldman Sachs or Consumer Report will do something. Consumer Report usually comes out at the "right" time. GS didn't do anything this time probably because they realized the trash talking from their analyst would be ignored by the market.

Tesla said the prediction by Fisher and his team is wrong and another example of Consumer Reports targeting Tesla with misleading reports.

"Consumer Reports has not yet driven a Model 3, let alone do they know anything substantial about how the Model 3 was designed and engineered," said a Tesla spokesperson. "Time and time again, our own data shows that Consumer Reports' automotive reporting is consistently inaccurate and misleading to consumers."

Billions of dollars profit are involved when the stock breaks out or breaks down, I wouldn't be surprised if someone got corrupted. Actually I would be surprised if they are clean in this case.

Given macros, a downgrade was certainly not needed today. An ideal time to release it now, in terms of impacting the share price, would be some time in the next several days when TSLA attempts to go back up.

 

[Ugliest1]

more on Boring east coast project
Elon Musk’s Boring Company is starting work on Baltimore-DC underground Hyperloop
View attachment 254943

That parked car looks like it's having engine trouble.

 

[EinSV]

Given that, a predicted reliability for first year Model 3 of average is kind IMO.

Given the challenges most entirely new models face and the speed and size of the ramp, I would consider "average" reliability in the first year to be a home run, or at least a solid triple.

"Above Average" reliability in year one (plus a solid ramp) would be a Ruthian blast far up in the center field upper deck that leaves shorts gasping, cowering in the corner, holding their blankies, and sobbing and cursing uncontrollably.

 

[myusername]

more on Boring east coast project
Elon Musk’s Boring Company is starting work on Baltimore-DC underground Hyperloop
View attachment 254943

 

[W84M3]

Tesla Model 3: an another ~1,000 VINs are registered with NHSTA

It seems another 1.000 Model 3 VINS are registered..

 

[RobStark]

 

[ValueAnalyst]

Tesla Model 3: an another ~1,000 VINs are registered with NHSTA

It seems another 1.000 Model 3 VINS are registered..

My understanding is that VINs are assigned immediately before production of the car starts. Can someone please confirm or correct this?

 

[SBenson]

Tesla-Like Software Updates Put Dealers’ Profit Center at Risk

 

[SBenson]

The "Gartner Hype Cycle" embedded in this article is quite informative.

Checkout where Deep Learning, Machine Learning and Autonomous Vehicles are in the chart.

Wall Street’s Robots Still Have a Lot to Learn About Being a Human Trader

 

[Reciprocity]

Havnt watched the video, probably dont need to based on who posted it. The only thing I will add is that many people said it was impossible to have a private space agency and have it be a successful and profitable business, much less land and relaunch rockets like they are airplanes. Yet, somehow Elon was able to pull it off. I really wouldn't bet against this either. Lets not forget that Virgin invested a billion in Hyperloop one and its now called Virgin Hyperloop One.

 

[Paracelsus]

"At China’s ‘State of the Union address’ equivalent, just yesterday, president Xi Jinping said, “Any harm we inflict on nature will eventually return to haunt us… this is a reality we have to face.”"

China breaking all solar power records, aiming for 50GW in 2017

 

[JBRR]

Watch This 30-Minute Tesla Model 3 Video

should watch this before it gets taken down.

 

[zdriver]

Tesla-Like Software Updates Put Dealers’ Profit Center at Risk

Tesla has a head start. After a Model S driver died driving his car under a semi trailer that was crossing a Florida highway last year, Musk pushed out updates to Tesla’s Autopilot system so that it relied more on radar sensors and tweaked the automatic-steering software so that it disengages if a driver ignores warnings to keep their hands on the wheel.

This is probably the least negative description of that event I've seen thus far.

 

[ValueAnalyst]

Watch This 30-Minute Tesla Model 3 Video

should watch this before it gets taken down.

I'd highly appreciate any insight from Russian speakers.

 

[vgrinshpun]

I'd highly appreciate any insight from Russian speakers.

Russian language owner video

 

[zzziii]

Some insights:
- The owner works at Tesla and apparently is the first Russian speaker that owns a Tesla.
- He was saying that he managed to get the car before Elon's mom.
- He is 1.88 cm and has enough space in the car.
- The sound is better in Model 3 vs his Model S premium and many other similar improvements ( e.g. small hooks in the interior)



Edit1:
- 0-100 in 5.1 / 5.2 seconds
- the other speaker that it is a beautiful car, especially for the money
- It seems even more silent compared to Model S
- He was among the first 100 owners

Edit2:
- The owner is enthusiastic about the future of Tesla vs the competition mentioning the speed of bringing a product to market (despite the delays due to totally new manufacturing process)
- Also, he reminded that Tesla is not spending money on advertising and the net orders are still positive

 

[ValueAnalyst]

Russian language owner video

I'm seeing an increasing number of comments around Model 3 having been designed for FSD.

 

[elasalle]

So what are we expecting from Earnings/cc

.cap raise? (hope not, and unlikely ...)?
.S/X refresh? (thought with Model 3 in numbers this could happen)
.Update for Tesla Energy
.M3 delivery updates ...

Edit. We have strong Quarter numbers for S/X heading into earnings, so wondering what other surprises could be in store ...