Recent content by Mengy

They will keep building some more both for Pepsi and for Tesla this year on the slow temp production line. Giga Nevada expansion is where the high volume line will be, construction is underway now and should begin running early 2026.

Think less about costs and more about volume manufacturing. The unboxed line will be able to build cars FAST. And easily compared to current lines. Plus the greater human access on the line will enable Optimus bots to be easily dropped on the line once they are ready, where humanoids would...

I've thought about this too since the call yesterday. My hunch is Tesla will deliver about 1.9-2.0 million cars for 2024, with Model 2.5 production starting early 2025 and ramping. So for 2025 I feel somewhere around 2.5 million is reasonable, given CT finalizing its ramp plus the M2.5...

I have to admit I feel better about Tesla's short term direction after the call (long term I wasn't too concerned). I just wanted clarification on the Model 2 situation and now we have it, and while the plan has changed as its now more of a Model 2.5, not fully unboxed but using existing lines...

Yep, they are expecting rapid progress. Since it's Elon time its probably more like in factory early 2025 and selling externally early 2026, but that's still awesome! 😁

You posted yet another negative slant about Tesla while missing the forest for the trees, which is all you ever do in this thread. Yawn.

This is one of the better ER's I've heard from Tesla in all these years. Did they improve the audio quality for this call too?

The Reuters story kind of was true, but it was missing half of the story, the most important half! 😂

I take it to mean the "Model 2" has changed, not died. Sounds like it's going to be a mixture of current designs and the unboxed design but built on existing (or modified) M3/MY lines. This utilizes existing infrastructure which will allow the "Model 2" to enter production earlier than they...

WOAH, lots of juicy tidbits in the PDF this quarter. Some preview shots of the ridehailing software in the Tesla app. FSD miles data has gone stratospheric. And still a positive net income! The numbers don't look too bad at first glance. All in all not near as bad as I was expecting!

Happy earnings report day everyone. Remember, no matter how bad this afternoon ends up being, FSD is improving rapidly and Optimus is making great progress. Many years from now this terrible Q1 2024 will be but a pothole in the road far behind us. Today we are somewhere in the water under...

It's understandable, there has been a lot of frenzy and disappointing news for Tesla lately. Q1 P&D numbers are way lower than expected. The consumer $25K car might be getting pushed back, brining the auto growth story to a grinding halt. More price cuts to possibly decimate margins even...

I'm very pessimistic about TSLA in the short term, but I'm super optimistic about TSLA in the long term. I wonder where I fit in here....🤔

I will admit, I've been seeing lots of Rivian ads on YouTube lately and they are really good. I kept thinking "why doesn't Tesla do this?". Maybe cutting the marketing team was a great move, reset the team so to speak?

That's concerning. 🤔