https://electrek.co/2016/12/20/tesla...ction-model-3/

So...you're proving my point? It's always the same old story with these clowns. Constant delays, failed promises, burning cash.

In Q1 2015 Tesla guided for 50k deliveries for the year and delivered 50k in 2015. In Q1 2016 Tesla guided for 80-90k deliveries in 2016, on track to hit lower end of guidance despite delays on overly complex and hard to build Model X. And referring to growth related investments done by growth stocks with proven products that have GAAP gross margins of 25% and rising - an unprecedented amount of pre-orders with deposits for model 3 combined with a now intertwined relationship with Panasonic at the gigafactory - as "burning cash" is pretty dumb.

Tesla tops Consumer Reports Owner Satisfaction ranking again – 91% would buy again while second best at 84%
Today, Consumer Reports released its 2016 list of Car Brands Ranked by Owner Satisfaction through an analysis of over 300,000 vehicles from their annual survey. Tesla topped the list again with 91% of owners saying that they would buy again – significantly more than the second best brand, Porsche, with 84%.

Adds to the list of previous consumer survey awards including:

Tesla achieves highest satisfaction rating of any premium brand, wins AutoPacific award

Prenzler Digital Media shows that Tesla owners are extremely satisfied with their purchase, with 92% indicating that they would purchase another Tesla in the future.

Tesla comes out on top in DrivePower survey 2016

Nothing to see here. Only like 10 people own Tesla's or something and they are all EV nuts, it's not like Tesla has the best selling luxury sedan in the US or anything.

How many of those deposits will actually buy the car though? How many will cancel when they need that money back or simply get annoyed at how much more the car will cost with options and service charges for features such as access to chargers and so forth. (Rumors are most Model 3s will be closer to 50k with normal features)

What about the blooming market for used Tesla's? There's a lot of them out there now and that will continue as cars age. 3 co-workers bought pre-owned Tesla's at a huge discount thanks to their internal push to inflate sales in Q3.

https://cleantechnica.com/2016/09/07...ll-email-text/

Used Tesla Inventory tracking:
https://ev-cpo.com/

Any concern about delivering 25k cars in q4?

Of course not. No concern about blowing through hundreds of millions a quarter, no concern about never meeting any deadline ever, no concern about expiring lol 7k tax credits for millionaires, no concern about anything. Elon!

I'm not worried much at all, the rate of increase so far is likely far outpacing those that cancel, i wouldn't be surprised to see >500k reservations by the start of Q4 2017 when they start coming off the line. In past CC Elon suggested average selling price at volume would be low 40k range. There will be plenty of buyers at this range.

Not sure why a market for used Tesla's is a negative thing? Q3 inflate sales thing was way overblown by fact that GAAP gross margins per car sold increased over the quarter. It is also perfectly reasonable to try hard to push out out dated inventory before a major hardware update in autopilot 2 that started at the beginning of Q4.


The new study was released today by Autolist. The buyer intelligence firm looked at over 1.6 million data points from January 1, 2012 to August 31, 2016 and compared the depreciation of vehicles in each segment over the number of miles driven.

Alex Klein, Autolist’s Vice President of Data Science, wrote in an email to Electrek:

“To put the depreciation in context, whereas a Tesla (Model S) will on average lose 28% of its value after being driven 50k miles, a Mercedes S-Class will lose 38%, a BMW 7-series will lose 40%, and an Audi A8 will lose 41%. As a result, Tesla owners end up with considerably more money in their pocket.”

At a minimum i think they are pretty close to 25k with a reasonable chance for a 1-2k beat, the 5k transit overhang from Q3 providing a floor. Only concern was how much AP2 hardware upgrade slowed them down, installing a 8 camera system that doesn't look like **** is not a trivial thing and it puts them several years ahead of any other major auto. The closest comparable system I've seen is from Volvo but it wont be in production until 2020 or so.

With uber getting their SDC yanked from San Francisco with video of their cars running red lights, and google collaborating with Honda, I would love to hear tooth's take on how Tesla is years behind the competition again.

Which car manufacturer wants to pay $50b for an app with 0 proprietary technology?

Uber is a clown show with a few researchers who started recently - I don't see what they have to do with anything.

What does Google collaborating with Honda have to do with how far advanced they are?

We know for a fact that multiple car manufacturers have had cars navigating city traffic on their own for years. Tesla can't do that - at all.

I mean, I don't even get your question. Please try and put together a coherent thought. Thanks.

We know for a fact that this is either a lie or is yet again sourced from a fake news site in the Balkans.

Uber poached the majority of the staff at Carnegie Mellon's robotics program nearly two years ago. CM has/had one of the highest regarded robotics programs in the world.

So to characterize Uber as a clown show with a few researchers who started recently doesn't seem correct.

Earlier this month George Hotz of comma.ai gave a talk where he was asked who he thought the leaders in the self driving industry are: (18:45 mark)

So you have done near zero research I assume right? Would be happy to escrow a bet on under 24k

No. And I prefer to place my bets in the market, less hassle and more upside if I'm right.

Got to drive a brand new Model X this week. Super nice.

Totally crazy feel driving for the first time with the regenerative braking defaults.

Deliveries reported next week, apparently. Any thoughts on how to play this? Any predictions?

Also investor gigafactory event on wednesday. Presumably with cell production and pack assembly up and running. Baird put out a positive note today, maybe some bigger firms will follow with bullish notes related to gigafactory and tesla energy?

I'll throw in a prediction: 25500 delivered

It seems that demand remains strong and AP2 didn't delay too much. Still Model X production does not seem to be fixed. I think a lot of MX will go to China in 2017 so I expect strong numbers all the way to M3.

http://www.zerohedge.com/news/2017-0...arter-and-2016

Their propaganda game is strong. Unfortunately their "making money" and "build stuff on time" games aren't as good.

Sure they did miss guidelines. But with how much? They said 80k, delivered 76,230. 5% miss.

Sure they had some problems, but they managed to produce ~25k cars.
But I guess Elon is a fraud, and he will probably miss his goal of 500k cars/year pace by the end of the next year by 5% also. And his plan of Tesla becoming a trillion dollar company with 5% also. Even so, the stock was up 1.5% after the day, stupid investors for not understanding the significance of missing guidelines with 5%!

Yes, because one miss is the problem.

Deliveries are how it's counted. They failed. ~22k cars.

I bet you it gets to $10 billion before it gets to a trillion.
The news was after the bell I believe. It instantly went nicely into the red. Wait until you start seeing the balance sheet from SCTY starting to bite in the next year. Then they miss the Model 3 deadline. Or the economy craters and no one has a fortune to spend on $40-$50K pimped out experimental cars any more, let alone the $80K Model S.

I'll actually be personally sad to see TSLA go bankrupt. It's good to trade given how predictable the fanboys are. But I'll enjoy the schadenfreude. It's not like you didn't know it was an absurdly overvalued piece of crap.