Recent content by ccorda

Sep 29, 2018, in an email to employees with one day left in Q3: We are very close to achieving profitability and proving the naysayers wrong, but, to be certain, we must execute really well tomorrow. A month later they reported GAAP net income of $312M, non-GAAP net income of $516M. Elon is...

The ARK model from the original post is available here: TashaARK/ARK-Invest-Autonomous-Taxi-Price-Per-Mile-Model If you were to use Gene Munster's $1.00 per mile price, the ARK model generates annual numbers of: costs: $26,046 (5 year straight line depreciation) revenue: $116,100 net profits...

Much better summary in this twitter thread: Adam Klasfeld on Twitter

Thanks Jimmy. Gives more context to this leaked email from a few months ago: Any wild guesses what impact that 10x processing + everything resolution might have?

If you're talking luxury market, you need adjust criteria up to 35k+. If you include 25k - 35k, then that's Camry, Accord, etc. territory, and 30% market share of a much bigger market is wildly optimistic. US sales 2016 Mid-sized segment - carsalesbase.com

Bloomberg's Dana Hall turned me on to the idea that CA has a ZEV program coming for Trucks: Dana Hull on Twitter Which led me to some CARB documents https://www.arb.ca.gov/msprog/actruck/mtg/170425workshoppresentation.pdf https://www.arb.ca.gov/msprog/actruck/mtg/170830arbpresentation.pdf...

Same thread on twitter "@elonmusk only in US or across the globe?" Elon replies: "@pratik_shah worldwide" Battery swap infrastructure would be difficult globally, wouldn't it?

These predictions at US/International mix look right if you go by today's numbers: Officially Official: Tesla Is Top Selling EV Maker In The US, Increases Sales Estimate For 2013 [/FONT][/FONT][/COLOR]