General Discussion: 2018 Investor Roundtable

[Reciprocity]

I'm noticing that the 100K Model S + X / year "hard limit" seems to have been replaced with a 108K or 110K or 120K limit... did Panasonic start making more 18650s?

Agreed.. Some seem to be looking past S/X numbers when they look so closely at Model 3:

q2-q4 2018 financial projections

And this..

q2-q4 2018 financial projections

Something odd with Model S/X numbers that points to a big pushing in the end of the year. Could also impact profitability.

Also, some of the math on the model 3 to date numbers posted by Fred point to Tesla actually being on pace for 54k.

37,400 in 8 weeks (minus some down time) with 4+ weeks.

34000 / 8 = 4250
5000 * 4 = 20000
34000 + 20000 = 54000 with 2 days to spare.

They just need to find a way to make less than 100 more cars a day and still 1000 under their 6k target, to hit 54k Guidance. I dont see what is so confusing to people who are coming up with 51k. When has Tesla not improved Model 3 production over an entire quarter. Its never happened and I dont see it happening for the next year or so.

 

[ValueAnalyst]

The idea that the weekly S/X production rate may soon see a step change increase is gradually spreading among informed observers. This is not in my financial model for the purposes of conservatism, and it would make a night-and-day difference to financial results and therefore to the stock price. Gross profits from one more Model S or X produced = 3x Model 3’s.

ValueAnalyst on Twitter

 

[Boomer19]

One bear spotted this. Stewie forgot to exclude Electrek for his ads

what’s his deal? real threat,
or just another rentseeker? he seems slimy enough

 

[ValueAnalyst]

The idea that the weekly S/X production rate may soon see a step change increase is gradually spreading among informed observers. This is not in my financial model for the purposes of conservatism, and it would make a night-and-day difference to financial results and therefore to the stock price. Gross profits from one more Model S or X produced = 3x Model 3’s.

ValueAnalyst on Twitter

Having said this, I don't think we can yet conclude that S/X production rate has increased or even likely to increase anytime soon. Voters are certainly not buying the higher S/X production theory: two-thirds so far predict S/X production rate remains about the same through year-end: ValueAnalyst on Twitter

 

[hobbes]

V9 sneak peek via wk057:

Jason Hughes on Twitter

Drive on Nav (beta)!

 

[AWDtsla]

V9 sneak peek via wk057:

Jason Hughes on Twitter

Drive on Nav (beta)!

Ugh, why is everything a second-class citizen compared to nav when we already have binnacle displays? Stuff like this makes me thing Tesla doesn't know what it's doing.

 

[Buckminster]

VW going great guns!

New Volkswagen Golf to head upmarket and pack advanced tech | Autocar

The good news for them is all touchscreen controls in 2 years (plus connected) - will that be the first behind Tesla?

The bad - introducing new diesel tech in 2 years....

Does this mean that the first fully autonomous BEV Golf is at least 6 years away? 2024...

 

[Dan Detweiler]

Ugh, why is everything a second-class citizen compared to nav when we already have binnacle displays? Stuff like this makes me thing Tesla doesn't know what it's doing.

Huh? You lost me.

Dan

 

[AWDtsla]

Huh? You lost me.

Dan

The map keeps becoming the focus more and more over time. If FSD works, shouldn't it become less of a focus? Align vectors, Elon...

 

[Dan Detweiler]

The map keeps becoming the focus more and more over time. If FSD works, shouldn't it become less of a focus? Align vectors, Elon...

Until such time isn't it wise to further develop map/GPS/route guidance for Enhanced Auto Pilot?

Dan

 

[AWDtsla]

Until such time isn't it wise to further develop map/GPS/route guidance for Enhanced Auto Pilot?

Dan

If onramp/offramp works in V9, then that time is now. Could take a coast-to-coast trip with barely a look at the map. Map could pop-up at decision points, much like it already does in the binnacle of S/X

 

[Dan Detweiler]

If onramp/offramp works in V9, then that time is now. Could take a coast-to-coast trip with barely a look at the map. Map could pop-up at decision points, much like it already does in the binnacle of S/X

So I still don't understand your concern. Is it that the map is on top? That can be changed can it not? What else would you want to look at? Sorry, I just don't get what you would rather see.

Dan

 

[AWDtsla]

So I still don't understand your concern. Is it that the map is on top? That can be changed can it not? What else would you want to look at? Sorry, I just don't get what you would rather see.

Dan

Both. How about an improved energy analyzer?

 

[Dan Detweiler]

Both. How about an improved energy analyzer?

Both of what?

Personally I would rather see where I am but that's just me.

Dan

 

[replicant]

Both. How about an improved energy analyzer?

Why would you need that if the car drives itself and optimize driving for max efficiency?

 

[AWDtsla]

Why would you need that if the car drives itself and optimize driving for max efficiency?

If you want to spend twice as long getting routed to the wrong places to charge sure. You should decide where the car goes.

 

[NicoV]

One bear spotted this. Stewie forgot to exclude Electrek for his ads

Just click on the ad. Fred gets money, Meisner has to pay money. What’s not to like?

 

[Esme Es Mejor]

Both. How about an improved energy analyzer?

That’s what “Trips” is for.

 

[AWDtsla]

That’s what “Trips” is for.

No, that is not what the trip counter is for.

 

[Dan Detweiler]

No, that is not what the trip counter is for.

No kidding, I am really at a loss to understand what you are saying. I assume when you put in a destination you will be able to alter or personalize the route as you desire before enabling the trip. What am I missing?

Dan