This end of quarter delivery push feels a lot more active than previous quarters. There are many new threads "about to receive" and "just took delivery" plus big numbers coming from EU. I'm feeling pretty good about beating estimates this quarter. Plus the revenue from EV credits in q1 is the highest of the year, it may be another good showing come earnings.
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Causalien
Prime 8 ball Oracle
I don't know how many out there are like me. But I plan on buying a Model E that's fully loaded that will probably cost the same as a basic spartan Model S and I plan on camping out the signature sign up page.
The ability to drive anywhere for free or at the cost of electricity is just too awesome. I remember doing cross country drives and it ended up costing the same as flying because of gas. Take that away and driving is now a viable option again.
The ability to drive anywhere for free or at the cost of electricity is just too awesome. I remember doing cross country drives and it ended up costing the same as flying because of gas. Take that away and driving is now a viable option again.
Raffy.Roma
Rome (Italy)
Norse
Active Member
I'll be first in line for the AWD P+ version of the E
I hope they all are AWD. I am 100% sure it will be the best selling car in Norway for the next 10 years.
Raffy.Roma
Rome (Italy)
Of course AWD will always be an option (unlike the Model X) both for Model S and Model E.
JRP3
Hyperactive Member
That would conflict with producing an affordable EV. I can see it as an option at some point.
The Blue Owl
Endangerous Herbivore
It's erroneous reporting, mistaking what Model E is supposed to be for the X
The Blue Owl
Endangerous Herbivore
Oh. I hadn't read the article, I posted it as soon as I read the title. I'm reading it now.
However, they do say this:
LATimes said:
Was this the expectation all along?
On edit: after reading the article, it seems that you are correct, they seem to conflate the two. It's also an old article (Dec 2013), so the "Friday" referenced above is in the distant past.
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In an interview with the chief designer he let it 'slip' that they should have a concept version in time for the 2015 Detroit Auto Show (Jan 2015). TM quickly said 'no promises' about that timeline but the gauntlet has been thrown down. With the delay in the model X production it may be a finalized version of the X that we see at the show instead of the concept E.
Actually, let's answer the question: What *does* happen if the market is smaller than Tesla thinks it is?
Well, here's what happens: Tesla sells cells to other manufacturers. It's not like they're only going to be able to go into Tesla's cars, they can sell packs to other manufacturers and make money on that as well. Or they can sell to tech companies who make non-competing devices. If other manufacturers are making cars which people like more than the Model E, then Tesla will just make as many Model Es as they can sell, and sell the other cells to other companies, thus getting money from general adoption of electric cars rather than specific adoption of only Teslas. Now, this might mean less Model Es, and it might mean that Tesla isn't a dominant car brand and doesn't live up to everyone's expectations, but it also means that Tesla will continue to be successful as a provider of something, even if the car business fails. This is diversification and business people usually love that sort of thing.
edit: not to mention, if US EV demand last year, 2013, was ~100k units, and if EV demand is growing much faster than hybrid demand grew when they were introduced, does anyone in their right mind think that worldwide EV demand won't be 500k units in 2020? That would take very slow growth to achieve that. And heck, even if it doesn't work out, Tesla could still sell batteries to hybrid cars, etc
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FredTMC
Model S VIN #4925
I am wondering whether given his previous experience with Bentley in China, it was natural for him to embrace TM pricing approach... Pure speculation, but may be this had something to do with him leaving.
There is a HUGE need for battery storage in the solar industry and if Tesla can make these batteries at $100/kWh then they will not be able to make enough just to satisfy solar industry demand. I will gladly pay $200/kWh for battery storage. I will pay $20k for a 100kWh battery in my garage if I had that option if it would allow me to live off of the grid. If not then I will gladly buy a 20kWh battery for $5k to not have to worry about net metering.
The Blue Owl
Endangerous Herbivore
This drop did not track the NASDAQ. It was also high volume. If the market reacted to the China exec departure, I think it was an overreaction. I can't think of anything else to explain it.
On edit: it's Janet Yellen again. She's saying the economy and job market are not back to health yet. But I still don't get why TSLA dropped but the NASDAQ didn't.
On edit: it's Janet Yellen again. She's saying the economy and job market are not back to health yet. But I still don't get why TSLA dropped but the NASDAQ didn't.
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