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Just popping in to say hi.
And how fortuitous. Renwo, I'm also newly single. We should definitely hook up.
Serendipity on the forum!
OG, two threes make six! ;-)
OG KP I'm free from now
Don't mean to brag, but I grabbed a down jacket for Macy's dawn constitutional. Brrr!
bump for nukes
Shut up, Bighorn.
I have spent the past few days at the beach to escape this heat wave. I'm officially too tan.
Bighorn, I hope your big crack has healed.
I hope no one melted over the weekend. It was too hot to even use our pool for long periods of time.
$568 in labor alone to repair a parking sensor on the S' rear bumper. Ouch.
Page 2 bump
Heat wave gave way to flood warnings.
Cool story about the Man.
Evannex's Story of the Week.https://evannex.com/blogs/news/elon-musk-the-elder-statesman-of-the-auto...
This happened in the state with the Chilpancingo SC. I’d decided that one was too risky even before running into the policia in Mexico City.https://www.sltrib.com/news/2019/07/20/salt-lake-city-couple/
If they'd been driving a Tesla, it would have been in 80-point font.
Mu Day bump.
Gotcha. And in case you were wondering, I have nothing further to say about it.
Part 2 preamblehttps://ir.teslamotors.com/static-files/1e70a30c-20a7-48b3-a1f6-696a7c51...
Still Grinning ;-)
As long as Musk is CEO, the company will never make money. He takes Tesla in too many different directions at once, spend, spend, spend. He's great at startups, but has no idea how to run a maturing company that needs to show a profit. He should do what he did with all his other startups. Sell and move on.
Changed your mind?
Are you being facetious?
No—“nothing further to say”
"$568 in labor alone to repair a parking sensor on the S' rear bumper. Ouch."
I'm glad my S doesn't have any. :)
BH - that was a Mueller quote. I usually have more to say :-)
JB transitions. Welcome thoughts on where the thread should go.
Just saw this from a couple of weeks ago - 3 eating BMW's lunch. CEO resigns. - before the Y comes out and finishes them off.
Ha ha ha tes has turned into a perma-bull.
#1 service visit is "how to use autopilot" "how do I turn it on?"
28ish GWH and is continuing upward increase, matching capacity.
Lathrop is a distribution warehouse. Nothing special.
"Tesla has too much cash" Dan Galves
5k/week long term demand in China for Model 3.
Source great EU from Fremont until EU Giga is operational, which is 2021.
Long term demand is 15k/week for Model 3, worldwide.
15,000/week x50 weeks x $50,000 = $38B in revenue
“I take your question” :)
30% gross margins are likely within a year.
Record lows in labor content to build each vehicle.
50% reduction in one year. Progressing every quarter. Since Q3 last year. Goal of affordability means taking labor cost per unit down.
1.25 million demand for Model Y.
3 and Y are the future of the Company.
60-80k demand of S/X aren't that important, long-term to the future of the company.
Distribution: Piere Feragu
Opened 25 service locations. Word of mouth for TEsla is incredibly good. Customers talk to their friends, which drives sales.
Retail location is a viral seed. They are an accelerant.
People want SERVICE location that is convenient. No (more) 5 hour drives.
Price must make sense.
Everywhere this is true, our sales are great.
Service centers are the key to sales. Looking at existing populations, driving times to improve densification.
SUPERCHARGING IS INCREDIBLY IMPORTANT. NEED 100% of ROUTES.
Car = freedom to travel. Real or perceived impinges value.
FSD offered everywhere but EU. Committee rules need to be changed to get approvals. Will take a bit longer. Will see a lot of pressure from customers to get access to FSD. Regulators will answer to the public.
Want to get to "same hour" service like jiffy lube.
Stop doing silly things.
Did feed die or is it just me?