Whoopsy:

Battery day didn't provide a boost to TSLA, they actually lost $50bil in market cap because of it.

Some innovative ideas was announced, but having the batteries being structural? What happens in an accident and needing repairs? Or the car can't be repaired and have to be scraped? Imagine insurance companies balking.

Then there is the bigger battery size. I still remember not long agin Elon was dissing the pouch cell approach of LG Chem, saying his small cells are an advantage, guess he doesn't have a choice but to go bigger anyways.

$25k car coming in 3 years. Hmm. That $25k now after inflation in the future will be more like 30-35k. IF they can keep that 3 year timeline, which for all intents and purposes they can't. They have yet to keep one single timeline target...............

These drops have happened after each announcement. It would be too easy to make money that way. They still don’t hurt for investors or customers. They need workers and engineers. 

There is a lot more to that new battery than form factor.  No tab. No liquid. No nasty process to make it. No cobalt!! He is just letting a little of what the benefits will be known.  As far as insurance - you will not find a cheaper car to insure  insurance companies have lowered rates on Tesla cars long ago.  Ridiculously cheap - don’t expect that to change. 

I think he has done okay with promises and timelines.  Some were expecting the million mile battery which he avoided. Like not showing the new model S design (it has to be a new chassis for that power level) he needs to manage current inventory. Probably even more than investors. Tech nerds like me know what he is up and it is pretty clever. 
 

Once he focuses on fit and finish including the new paint process they are preparing in Berlin talk of paying more for inferior quality will sound even stranger than paying more for less tech and performance.