Next Tuesday is short term right?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Bet TSLA
Active Member
Ha ha ha! Maybe you missed it.
Of course nobody (who is not an employee) has actually seen it, but it "rolled out".
I'm guessing this tweet was meant to go with that other one.
(I haven't gone through a lot of posts on this thread since a while, so the topic might have been covered already)
Are you seeing unusually very high number of M3, and MY purchases after the incentive, especially the latest ($7.5k) incentive?
In SF BayArea, people I know of who never were planning to buy a Tesla bought Model Y.
In the case of one, several (~5) neighbors bought similarly.
In the case of another, ~5 of his friends bought, 2-3 of them had ID 4 orders, they cancelled those orders and bought MY. One drove 400 miles to pick one.
Another one in that network is considering buying one tomorrow.
None of them ever owned cars/vehicles that are >40k.
Know of another in NW who bought. His buddy drove ~300miles to get his today. This guy who drove 300miles had an order 3k below current price, declined his VIN when the incentive was $3750. After incentive changed to $7500, he started calling Tesla daily asking if he can get a VIN assigned, and he didn't get one. And, yesterday after the IRA guidelines came, and MY 5-seater's weren't going to be eligible for credit, he repeatedly reached out to Tesla asking any VIN in inventory in surrounding cities, had to pick a color he wasn't keen on, and it was 300 miles away.
I wonder if this is what's happening across the US.
And hopefully there were a lot of vehicles in various locations across US with the way vehicles were shipped in Q3.
Are you guys seeing these in your network?
If this is happening across US (and maybe to some extent in EU), wouldn't this lead to a huge beat in deliveries, especially given there was a lot of inventory end of Q3.
I am NOT trying to hype things before the event. In fact, I am one who over years was wishing folks here not hype things as much as is done, followed by disappointment (even in instances when Tesla does a great job)
Are you seeing unusually very high number of M3, and MY purchases after the incentive, especially the latest ($7.5k) incentive?
In SF BayArea, people I know of who never were planning to buy a Tesla bought Model Y.
In the case of one, several (~5) neighbors bought similarly.
In the case of another, ~5 of his friends bought, 2-3 of them had ID 4 orders, they cancelled those orders and bought MY. One drove 400 miles to pick one.
Another one in that network is considering buying one tomorrow.
None of them ever owned cars/vehicles that are >40k.
Know of another in NW who bought. His buddy drove ~300miles to get his today. This guy who drove 300miles had an order 3k below current price, declined his VIN when the incentive was $3750. After incentive changed to $7500, he started calling Tesla daily asking if he can get a VIN assigned, and he didn't get one. And, yesterday after the IRA guidelines came, and MY 5-seater's weren't going to be eligible for credit, he repeatedly reached out to Tesla asking any VIN in inventory in surrounding cities, had to pick a color he wasn't keen on, and it was 300 miles away.
I wonder if this is what's happening across the US.
And hopefully there were a lot of vehicles in various locations across US with the way vehicles were shipped in Q3.
Are you guys seeing these in your network?
If this is happening across US (and maybe to some extent in EU), wouldn't this lead to a huge beat in deliveries, especially given there was a lot of inventory end of Q3.
I am NOT trying to hype things before the event. In fact, I am one who over years was wishing folks here not hype things as much as is done, followed by disappointment (even in instances when Tesla does a great job)
CYBRTRK420
Member
Just created this list of likely achievements / events by Tesla in 2023.
Did I miss anything?
Did I miss anything?
BobbyKings
S85D > M3P > S Plaid
CYBRTRK420
Member
BobbyKings
S85D > M3P > S Plaid
So market is pricing 42% YoY growth. 2021 Tesla delivered 936,000 vehicles.
Buckminster
Well-Known Member
Great stuff - some investor stuff that may not fit your list:
Tax credit
Deferred FSD profits
Moody upgrade
Master Plan 3
Cyberquad
V4 SC
H/W 4.0
ASS
DOJO goes fully live
Optimus prototype
Buyback
Last edited:
Artful Dodger
"Neko no me"
Dikkie Dik
If gets hard, use hammer
Adding air suspension would allow Tesla to maintain high prices. I kind of remember Elon saying long ago that the air suspension would come to the Model Y (maybe in an interview), but the only thing I can find is just the opposite:
It looks like they are really pulling out all the stops to get deliveries from Fremont.
"NEWS: New drone video from Tesla's Fremont factory tonight shows that for the first time ever Tesla has converted their south employee parking lot to accommodate hundreds of new Teslas for local delivery for an end of the quarter push."
"NEWS: New drone video from Tesla's Fremont factory tonight shows that for the first time ever Tesla has converted their south employee parking lot to accommodate hundreds of new Teslas for local delivery for an end of the quarter push."
Artful Dodger
"Neko no me"
Clearly, Tesla is incapable of independant initiative w/o Musk at the helm, or preferrably, sleeping in the stern. "Musk is Tesla, Tesla is Musk". /s
I think Munro guessed this from his teardown, as he found brackets with no use that could be consistent with being there for a future pressure tank.
But if Elon denies I would go with that, technically making provisions for air does not make it so - probably for other reasons than ‘not possible’.
Artful Dodger
"Neko no me"
Yup, it's been planned an in the works literally for years. All Tesla has to do is start production. Any bets on when?
Elon Musk on Twitter: "No plans to introduce air suspension on Model 3 at this time… " | Aug 12, 2019
Model Y E27: Rear Suspension, Signs of Air Suspension to Come, and Rear EDM Summary | Munro Live Apr 28, 2020
Tesla Model 3/Y air suspension resurfaces in latest firmware update - Drive Tesla Canada | Oct 7, 2021
Haha, hundreds... In Berlin they rented an airport parking lot for thousands of cars
Drew had his salary as stock options vest and then exercised and sold them as part of a 10b5-1 plan SEC FORM 4
Zach had his salary as stock options vest and held them.SEC FORM 4
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