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Um, no. We don't want to plummet, thank you very much.Can someone please cut the bungee cord…? I am getting dizzy watching the share price…
Last Quarter it was used to reduce COGS on Auto RevDid IRA credits go into a separate bucket from standard automotive regulatory credits?
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Is that correct thinking though?Used car sales. I suspected if there was a surprise to the upside it’d be this.
I doubt FSD subscriptions changed that much Q-Q. Used car sales are different - I saw very quick turnaround of used car inventory in LA this past quarter.Not just cars. Things like FSD subs go in this bucket.
We bought FSD for our Model 3 for a road trip last month. Just one month, but it adds up.
I doubt FSD subscriptions changed that much Q-Q. Used car sales are different - I saw very quick turnaround of used car inventory in LA this past quarter.
AsAustin and Berlin fade away, Mexico and other expansions fade in.Yep, Austin and Berlin are still ramping up, so they are going to impact margins. This will of course fade away over the next year or so...
Yes, but the margin hits become a smaller piece of the overall pie with each step.AsAustin and Berlin fade away, Mexico and other expansions fade in.
Inefficiencies from under-utilized production lines will not go away this decade. It’s the nature of growing 50%. One half of production lines will always be ramping.
This must be primarily from Lathrop ramping up but also in the huge 222% growth with 3.7 GWh delivered.Energy margins on
We may see a step change here:
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non-GAAP income $3.1B, operating cash flow same, but free cash flow only $1B.
I have no clue about accounting, can someone explain in laymen terms where did the other $2.1B go ?
Most to capital expendituresnon-GAAP income $3.1B, operating cash flow same, but free cash flow only $1B.
I have no clue about accounting, can someone explain in laymen terms where did the other $2.1B go ?