Category Archives: TSLA

Q2 notes

  1. Model Y, if it’s called Model Y, will compromise by borrowing the Model III platform per automotive tradition. That’s kind of a shame, as TeslaMondo was hoping to see what Tesla would do with a tabula rasa SUV. Then again, the ultimate compromise would be waiting too long to capitalize on this current Love Jones between consumers and their crossovers. Besides, the Model III platform is already tabula rasa extrema.
  2. Tesla should call it the Eagle, in homage to the seminal modern crossover, the AMC Eagle. And Tesla should offer a woody version. Screen Shot 2017-08-05 at 6.35.36 AM.png
  3. Investor letter ends with the words Semi Truck. There is no way to overstate the potential impact of the September unveiling. At no point did Model III jump out of the closet. By the time it was unveiled onstage, we had already known plenty about it, and had imagined the rest. This truck will indeed jump out of the closet. Most of us know squat about trucking in general, never mind Tesla’s entry.
  4. No plateau in sight for the S/X, even though the S is now a five-year-old design. We’ve heard analysts and journalists say Model S is plateauing since April of 2014. Let’s see them set up a picnic on this plateau. They’ll need a few of these.

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Chevy Bolt “officially” in trouble

Despite the media narrative of late, the Bolt is stinking up the joint. GM is idling its Bolt plant and has a 111-day supply. So who beat whom? Remember, the Honda Insight beat the Prius to the US market by a few months. And the rest is history.

Officially in trouble TeslaMondo

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Korea tweaks incentives to include Tesla

Tesla debuted in Korea this spring, with some fanfare — but with zero tax incentives because Tesla charging time exceeded the max allowed. Today the local news says the Korean Ministry of Environment will stretch the charging time standard to get Tesla under the umbrella. The changes take effect in September.

You win some, you lose some (Hong Kong).

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So, about Los Angeles

While vacationing in LA, TeslaMondo was so unconcerned about the TSLA selloff, and so unintrigued by the anticlimactic* Model III kickoff, that both warrant no more than this single sentence.

So let’s chat about LA. Unfamiliar experiences make life worth living, yes? Here’s what, say, an East Coaster may find unfamiliar in LA:

  1. Sometimes back east, if you want fresh air, you open the windows. Sometimes in LA, you close them.
  2. Back east, when you go to Pizza Hut to pick up your order, you simply walk through the door, state your name, take your food and pay the clerk. At the Pizza Hut on West Temple St. in Silver Lake, it’s a little different. You wait behind a wall of bulletproof glass, yell your name, wait for the guy to slide your food under the bulletproof wall via a bulletproof tray, then you slide your credit card back to him. Sounds like a rough city, right?
  3. Yet a short drive away, on Rodeo Drive, you’ll become so sick of seeing Bentleys, Lambos and Aston Martins that you’ll start taking pics of the interesting fire hydrants instead.IMG_7428
  4. Back to Silver Lake for a second. Can anyone explain why McDonald’s would have daily market pricing for oatmeal? McDonald’s is several steps removed from the oat harvest.IMG_7405
  5. Back to Rodeo Drive. You’ll spend more than a few seconds per day looking directly at women’s** nipples. That’s for two reasons. First, because bras aren’t quite the staple they are back east. And second, because female tallness isn’t awkward like it is back east. In fact, tallish women in LA use strategic footwear to make themselves even taller. So, in fact, you’re staring right at ’em. Sorry, no pics.
  6. Why? How? Here’s some typical Doug fare.IMG_7245
  7. Back east, in Times Square especially, hawkers try to hand out pamphlets about restaurants or comedy clubs. On Hollywood Boulevard, hawkers try to hand out CDs of their own performances. Other examples of self-promotion abound.IMG_7285
  8. In LA you’ll see very old car models that the East Coast has totally forgotten. Some are quaint. Others just ain’t.IMG_7339
  9. But the most unfamiliar experience is seeing this phrase painted on every single exotic car you encounter:

If you ask around, you’ll find it’s a reference to the fact that the quiet new guy in town makes all of ’em seem slightly, but notably, bygone.

 

*We’ve learned much more from man-in-the-street pics than from Tesla’s official images.

**Gender in LA falls on a spectrum, so TeslaMondo is really just referring to unspecified humanoid nipples.

A visit to car cuckooland

TeslaMondo is heading to LA, the very seat of hedonism, for a week of auto-erotic exploration. With minimal soreness, one hopes.

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This retro-tastic pic has nothing to do with LA — or does it?

Let’s see Porsche put a spin on this

Isn’t it splendid when a video ends with a twist?

Sprockets! BMW

“Gott sei Dank war es nicht uns.”

TeslaMondo drops Amazon. It’s scary.

Amazon is drinking the blood of stores that many of us grew up with and kind of like. Granted, we don’t like them enough to continue doing business there despite Amazon, but still, Amazon will eventually face a backlash for erasing so much of our childhoods and making it hard for anyone else to sell us anything.

In a few years, if this company isn’t reined in, you’ll have no reason to leave the house to acquire anything. That sounds fine, you say? Well, America is becoming socially inept, cynical, obese, diabetic and depressed. Kids don’t leave the house because their parents corral them too much, and parents corral themselves too much. We’re becoming Amazombies. Why leave the house when an electronic wafer can manage all interaction with the outside world? Why move when you can make stuff move to you? Inertia for the win! Wait, someone is coming up the front steps.

Ding-dong. That must be the Amazon paint for upstairs. Too bad for the Ben Moore guy down the street.

Ding-dong. That must be the Amazon bark mulch. Too bad for the nursery down the street.

Ding-dong. That must be Rent-A-Rocco, Amazon’s home hair stylist. Too bad for the Rocco down the street.

Maybe Amazon will never face a backlash. Maybe TeslaMondo will miss out on a fortune by sticking with crummy ol’ Tesla and Nvidia instead of Amazon. Decisions, decisions. Where’s a therapist when you need one?

Ding-dong. That must be Amazon’s home shrink service. So quickly? How did Amazon know to send her? Guess that’s a question for Neuralink. They must have hooked up with ShrinkLink, the rascals.

So TeslaMondo prefers the status quo in shopping — mabye even the status quo ante, before the cell phone. Nowadays, if you need sales help at Kohl’s, you need to leave the store and go around to the receiving door, near the dumpster. The employees hang around back there, smoking and texting. Or maybe they’re not texting. Maybe they’re ordering stuff from Amazon.

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Copy and paste. Another Tesla first.

Gas engines aren’t known for their connectivity to each other. Sure, Bugatti managed to hook up two ICEs for the Veyron. But overall, ICEs aren’t easily linked. They’re not modular. They’re not Legos.

But Tesla’s products are indeed Legos. Note the company’s E.Z. copy-and-paste stationary battery installations. This simple modularity will underpin the Tesla Semi (and the pickup). It’s just a multiplication of the existing Tesla powertrain. Take your basic quarter pounder, stack a few of them, and you’ve got an instant heart attack for Big Oil.

It’s funny how sophisticated stuff can be so simple. Isn’t that right, Steve Jobs, wherever you are?