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Model 3 Unveiling [video]

model3.tesla.com

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Re: Model 3 Unveiling [video]

#271
post #152

Earlier quoted context omitted.

"with 0-60 in 6secs" This part confuses me. The very fast 0-60 times that you see in electric cars are a function not of their massive engines or super tuned turbos, but of their instantaneous torque (as they are electric). Given that this is an electric car, and that its size and weight are commensurable to the (presumably) smaller electric motor, I would expect it to have similar 0-60 times. I just assumed that whe…

I read an article in the WSJ saying the Model 3 will be steel based instead of Al based like its bigger siblings. Heavier vehicle.. * Article title is "A Lot Riding on Tesla's Model 3 Unveiling"

It's a mix of steel and aluminium (source: Tesla employee in their Periscope Test Drive: https://www.periscope.tv/TeslaMotors/1dRKZyRkpgNxB )

Re: Model 3 Unveiling [video]

#272
post #152

Very clean looks also: 215 Miles Range with 0-60 in 6secs, Seats 5 will have autodrive tech all for $35,000 Deliveries begin end of 2017 (Hopefully) This is truly a mass market full electric car. We may be seeing something on the lines of the iPhone - a category busting product.

"with 0-60 in 6secs" This part confuses me. The very fast 0-60 times that you see in electric cars are a function not of their massive engines or super tuned turbos, but of their instantaneous torque (as they are electric). Given that this is an electric car, and that its size and weight are commensurable to the (presumably) smaller electric motor, I would expect it to have similar 0-60 times. I just assumed that whe…

> I just assumed that whenever this car was released it would have I believe it's simply so that they can get people to pay for upgrades. I don't think there's much of a difference in motor cost/size/weight so they _could_ have a larger motor in the base model, but then you'd need other incentives for people to buy a more expensive package.

Re: Model 3 Unveiling [video]

#273
post #69

Earlier quoted context omitted.

Over 115k reservations in 24hours! This is going to put serious pressure on other auto makers to step up their game.

In comparison, Nissan only sold 170k LEAFs from 2010-2015.[1] Three years of Nissan LEAF sales in 24h? Fantastic! [1] http://evobsession.com/nissan-leaf-sales-climb-to-over-17000...

Well, they need to deliver them. Right now, 170K car is also 3 years of production for Tesla. Also it means if you want you Tesla Model 3 you have to wait until 2021 (time for Tesla to deliver the 115K one already booked) which is a long time to wait, 1 full leasing cycle.

Of course, we basically have no details currently. The spec of the car, and the delivery capacity of Tesla will change until the actual release day but it is way too early to compare to actual existing cars.

Re: Model 3 Unveiling [video]

#274

Earlier quoted context omitted.

Yes you can. It's stored for playback

Here's what the link shows to me: http://imgur.com/a/Dcs1Y No playback. "Ended 3 hours ago" and "Broadcast not found"

I got the same in Firefox (on Linux with a therefore out-dated flash). It worked fine in Chrome.

Re: Model 3 Unveiling [video]

#275

Felt the presentation ended half way. Wanted him to show the inside of the car and all the features. Caught the glimpse the new horizontal screen, but no details on that in the presentation or on the side.... Wonder if they are not ready with all those yet. Or maybe I am used to Apple keynotes

I was surprised too. They left SO many questions completely unanswered. At minimum I thought they'd give us an internal tour, show someone sitting in it, even if it was via cheezy video. Hopefully some vehicle reviewers will test drive it and we'll learn more going forward. Or when Tesla's site comes online.

>I was surprised too.

I'm not. The car is not ready for prime-time, but there's pressure on Tesla, the company, to show they're "on track".

Re: Model 3 Unveiling [video]

#276
post #187

OK, $35K, 115,000 pre-orders, delivery early 2018. (Yeah, he said "next year", and then the projection said "late next year", and then he waffled, so 2018 is realistic.) Tesla's current production rate is about 70,000 units a year. Yes, the NUMMI plant once produced 500K vehicles a year on that site, but that just means Tesla has lots of empty building shell into which they can expand. The real problem is profitabili…

>Tesla isn't profitable On a per-unit sold basis, Tesla Model S is wildly profitable, with a gross margin north of 30% [1]. However, they are obviously still in startup mode, so they reinvest all of those earnings along with investor capital into improving the business. >Cutting the price means they have to produce at a far lower cost while expanding factory capacity. Corporate finance is a little more nuanced than t…

>On a per-unit sold basis, Tesla Model S is wildly profitable, with a gross margin north of 30%

SeekingAlpha is basically a collection of blogs to which anyone can contribute. If you spend any time there, you'd know "articles" are all over the map. I'm not sure that constitutes a good source.

Re: Model 3 Unveiling [video]

#278
post #219

Earlier quoted context omitted.

On a per-unit sold basis, Tesla Model S is wildly profitable, with a gross margin north of 30% OK, I searched for "30%" in your link and nothing came up. So I scanned and saw nothing that claimed a gross margin of 30%. Where's it hiding? I assume by gross margin you mean, "revenue - COGS". This of course ignores all the fixed costs, so it doesn't mean much. Even if they weren't investing in future growth, their fix c…

While I agree fixed costs shouldn't be ignored, isn't it true that they are called fixed costs for a reason? As in, as Tesla scales up production and is selling way more cars, their fixed cost per unit sold will go down with economies of scale. I think gross margin is much more meaningful here, but definitely correct me if I'm wrong.

>While I agree fixed costs shouldn't be ignored, isn't it true that they are called fixed costs for a reason

Building cars is a capital and R&D intensive business. I'm not sure where the idea that those costs will basically go away comes form.

Re: Model 3 Unveiling [video]

#279
Yesterday Elon Musk tweeted this[1]:

"Tomorrow is Part 1 of the Model 3 unveil. Part 2, which takes things to another level, will be closer to production. "

And back in January he tweeted this[2]:

"In ~2 years, summon should work anywhere connected by land & not blocked by borders, eg you're in LA and the car is in NY"

Do you think he is saying the Model 3 will be fully autonomous?

[1] https://twitter.com/elonmusk/status/715307847890903041

[2] https://twitter.com/elonmusk/status/686279251293777920

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