Recent content by Stretch2727

Yeah. $51M cash after taxes and still over $10M in Tesla stock ( based on Mongo's post.) He's early 40's. No matter how it ended he should not be upset.

Yes these are shares, not options. He could have voted them even if still employed. I think only Elon and Kimball excluded themselves from the last comp package vote. I assume this one is similar.

He still holds $5M+ worth of shares. Last form 4 for Drew B. https://www.sec.gov/Archives/edgar/data/1790565/000179056524000003/xslF345X05/edgardoc.xml

Here is the original report if you don't mind a long read. Lots of good charts showing penetration in different countries. https://iea.blob.core.windows.net/assets/4b9758a7-543c-4c6a-b749-f53deffc5c4b/GlobalEVOutlook2024.pdf

As of today I think we are invested in the largest start up company of all time. Pretty clear to me Elon has amped up the risk/reward level. Buckle up as it's going to be an exciting ride. If you want a conservative investment TSLA is not it.

Nice compliment for Drew from Elon.

Looks like no plans for now.

Layoffs of this level have been pretty regular. A bit of a break during the early covid years. 2018 https://money.cnn.com/2018/06/12/news/companies/tesla-layoffs/index.html 2019 https://www.teslarati.com/tesla-model-3-35k-base-model-layoffs-7-percent-breaking-news/#google_vignette 2022...

I'm not an expert here but James Douma seems to think they can squeeze efficiency out of the NN with software engineering optimization as they learn and gives examples of this. It's a long video but the core of his argument starts 20:24.

I agree longer warranty would be beneficial but most ICE powertrain warranties are 5 years/60K miles and they don't cover a lot of ancillary stuff on an ICE that is likely to go bad (sensors, connectors, hoses, cooling). Tesla is already above this at a minimum of 8 years/100K miles minimum...

Add in free brake pads as this one is even less understood.

As well, I don't think many people understand the real maintenance saving of EV's as well. Tesla could include (excluding tires/wipers) maintenance for the 4 year warranty period and I don't think it would cost that much. Besides the great driving experience, I always thought low...

This just dropped. Cybertruck teardown tour.

Which was my point. If it has taken 4-5 years or more to get where they currently are with the 4680, highly unlikely they dilute the resources and effort with a different form factor. Sometimes innovation is not always about the perfect technology or solution. It can also be about...

I think they will stay focused on the 4680, both in production volume and meeting the original specs on battery day. I believe the Model 3 not having the federal tax credit is indirectly a result the of slow ramp on the 4680. The 4680 should be in the Model Y (it is not currently) which...