We are veering off topic (the *content* of a potential S refresh), I think that would be too much too. I expect a superficial change to the front, new battery options, and some minor changes to the interior like some changes to the plastics, and the rumored change to the seats. Basically, relatively easy and cheap to implement.
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We are veering off topic (the *content* of a potential S refresh), I think that would be too much too. I expect a superficial change to the front, new battery options, and some minor changes to the interior like some changes to the plastics, and the rumored change to the seats. Basically, relatively easy and cheap to implement.
MitchJi
Trying to learn kindness, patience & forgiveness
Ulmo
Active Member
MitchJi
Trying to learn kindness, patience & forgiveness
Why is a major change impossible, they've had a few years to work on it?
Tesla said that a panoramic roof will be an option on the M3.
Disagree. If they believe that changes will make the MS more compelling I think that's reason enough for Elon.
MartinAustin
Active Member
Cooled seats is actually quite a big change... there have to be revisions to the HVAC under the frunk.
In addtion to the X Configurator, I can see the front seats getting revised to include the improved shape, perforated leather, and non-leather alternative material option throughout. I can see a new nose that fits better with the family. The press conference is for Elon to indicate a slight percentage increase in range due to the new nose and perhaps battery. (This would not be supported by EPA tests as there won't be any)
I am probably in the minority thinking there won't be a 100KWh revision announced. Note - the "Three Dog Day" blog post was July 17th last year so we're only 9 months along from that. I just don't think there will be another battery improvement yet. Happy to be proved wrong
Honestly, people are going crazy thinking up revisions. It all causes a "sell the news" situation on TSLA because we are drumming up lots and lots of rumours, which don't all get delivered. This sorta happened with the most recent Model 3 reservations number, which went from 274,000 to 325,000 but people were circulating guesses a lot higher than that.
In addtion to the X Configurator, I can see the front seats getting revised to include the improved shape, perforated leather, and non-leather alternative material option throughout. I can see a new nose that fits better with the family. The press conference is for Elon to indicate a slight percentage increase in range due to the new nose and perhaps battery. (This would not be supported by EPA tests as there won't be any)
I am probably in the minority thinking there won't be a 100KWh revision announced. Note - the "Three Dog Day" blog post was July 17th last year so we're only 9 months along from that. I just don't think there will be another battery improvement yet. Happy to be proved wrong
Honestly, people are going crazy thinking up revisions. It all causes a "sell the news" situation on TSLA because we are drumming up lots and lots of rumours, which don't all get delivered. This sorta happened with the most recent Model 3 reservations number, which went from 274,000 to 325,000 but people were circulating guesses a lot higher than that.
Ulmo
Active Member
So, in effect, TeslaMotors deciding to hold secret press-only conference calls causes major insider trading. Am I reading this wrong?
Electrifying
Member
Still drawdown from 267 peak. But not much given my level of leverage. 270 ascending triangle forming.
hockeythug
Active Member
Nothing on Twitter. Unless reporters are under embargo until the call is over I doubt it was at noon eastern time.
ludicrousspeed
Member
My guess is just the upgrade to 100kw battery packs accompanied by longer range and lower 0-60 time. This is very similar to how the ludicrous announcement played out.
I don't think that they will announce any refreshes to the S or capital raises during this call, but both will obviously happen with time. I think they're going to wait for a blowout Q2 ER in Aug to announce capital raise and announce S refresh even later than that.. no way they continue to sell the S the same way it has looked for as long as it has and expect robust growth with new (and arguably improved) products like the X and 3.
I don't think that they will announce any refreshes to the S or capital raises during this call, but both will obviously happen with time. I think they're going to wait for a blowout Q2 ER in Aug to announce capital raise and announce S refresh even later than that.. no way they continue to sell the S the same way it has looked for as long as it has and expect robust growth with new (and arguably improved) products like the X and 3.
Kalud
Active Member
tinm
2020 Model S LR+ Owner
This just posted on MOTOR TREND
Refreshed Tesla Model S to get More Features, Higher Price Tag - Motor Trend
Oh. And a Model X recall
Tesla Model X recalled over third-row seats that could fold over in a crash
Aaaaannnd the stock plummets
Refreshed Tesla Model S to get More Features, Higher Price Tag - Motor Trend
Oh. And a Model X recall
Tesla Model X recalled over third-row seats that could fold over in a crash
Aaaaannnd the stock plummets
hockeythug
Active Member
Model X recall for third row seat.
Tesla Model X recalled over third-row seats that could fold over in a crash
Tesla Model X recalled over third-row seats that could fold over in a crash
davecolene0606
Member
Recall of first 2700 Model X for 3rd row seat latches. Replace seat backs and latches already applied to new vehicles.
Tesla says no financial impact.
Fire Away
Tesla says no financial impact.
Fire Away
ludicrousspeed
Member
Edit: Nevermind, thought this was today's announcement. Unfortunate that they had to recall all of those vehicles but it's nice to see that they're taking the right precautionary measures and the market isn't really punishing.
davecolene0606
Member
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