General Discussion: 2018 Investor Roundtable

[Cosmacelf]

Gawd, these shareholder proposals are annoying. The biggest risk, by far, to Tesla, is that a bozo board decides to replace Elon as CEO. This isn't academic. The Apple board punted Steve freaking Jobs, for a Pepsico marketing VP in the 1990s. Needless to say, that was a debacle. Apple almost went under.

 

[Gerasimental]

Thank the spaghetti monster it wasn't 15.

Has it started? I see nothing on ir.tesla.com

 

[MP3Mike]

What is the point of all of this blathering when the voting is essentially done?

 

[MP3Mike]

Has it started? I see nothing on ir.tesla.com

Yes it has. It is on: https://www.tesla.com/shareholdermeeting

 

[Cosmacelf]

Has it started? I see nothing on ir.tesla.com

It has started. The link isn't there. Here's the link: https://www.tesla.com/shareholdermeeting

 

[RobStark]

"Steve Diamond". That's a name that will stay with me now.

 

[Cosmacelf]

Tesla board recommendations were approved by a wide margin. No surprise there.

 

[Gerasimental]

It has started. The link isn't there. Here's the link: https://www.tesla.com/shareholdermeeting

Yes it has. It is on: https://www.tesla.com/shareholdermeeting

Thanks guys.

 

[Cosmacelf]

Elon shows up in a t-shirt and leather jacket. Awesome.

 

[Cosmacelf]

"Quite likely we will achieve 5,000 cars per week by the end of the month"

 

[Cosmacelf]

Interesting slide.

 

[Cosmacelf]

Supercharger Gen 3 expected end of year. Will accelerate SC expansion once available.

 

[Cosmacelf]

Will deploy another 1 Gwh of storage within a year.

 

[Cosmacelf]

 

[Cosmacelf]

 

[Cosmacelf]

Expecting positive GAAP net income and positive cash flow in Q3 and Q4 with no need of raising debt or equity.

 

[Cosmacelf]

Unveil Model Y in March, going into production about 2 years from now. Similar for Semi and Roadster. Semi will be better range than initially thought. Roadster performance will be better. Will have SpaceX option package

 

[Cosmacelf]

At cell level, can do better than $100/kWh later on this year depending on commodity prices. Long term, can get below $100/kWh at the pack level (like in 2 years).

 

[The Blue Owl]

Less than $100/kwh at the cell level this year, and at the pack level within 2 years.

Which contradicts the laws of physics, according to Daimler.

 

[Cosmacelf]

Gigafactory (Nevada) will be built for the next 4-5 years. It is about 1/3 completed now. Will be more gigafactories in the future. And future ones will be both car building and cell building. Will announce next gigafactory in Shanghai soon.