April at Tesla - Monthly Recap

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This is the equivalent of sending Elon an email of what you’ve accomplished this week but for the company.

It's unfortunately telling that there's no mention of the new models.

Optimus and FSD, but most importantly, a new black!

Is it orange?

I have to think they have given up on CT sales to consumers with the introduction of the CT LR. They tried to make a fleet truck for the CT LR, but no one is going to buy a CT over a standard Ford or Chevy for a fleet truck. They missed the mark IMO. The CT LR should’ve still been consumer focused that cut costs elsewhere instead of seat materials, screens, etc..

CT was cool at their old price model. Delivering on that would be the only way to reverse the "rich guy toy truck" stigma

In fairness, this is a recap, not “forward looking.”

It’s all computer!

Well there were no new models in April... so I'm not sure what you mean.

Looks impressive

Lame.

They already reaffirmed it less than 2 weeks ago. The announcement has to come this month or next, and it definitely won’t be during a recap.

If they are actually new models why haven't any test mules been seen?

“Rich MAGA and/or douche influencer quasi-truck”

They weren’t even in the same building as the targets with the Cybertruck.

Nobody but Tesla knows. The fact that they said production begins in June(which was just over a month away) during the earnings call means *something* is coming. We still don’t know if it’s an entirely new model or a different version of the 3/Y.

There's zero chance it's an entirely new model. Probably a low trim variant of the 3