Recent content by TSLA Siempre

Maybe or maybe not. But the other problem that the "Model 2" would face is that it's biggest markets would be outside of the United States. There, the Chinese competition is fierce and would drive down margins. I think the market is misreading/misinterpreting the Model 2 as some sort of...

In this whole discussion about Model 2 vs Robotaxi....I think what gets missed is that model 2 (even if produced) is not necessarily a market success in the United States. It may be a compelling value outside of the US where small cars are more prevalent. However, statements by Elon indicate...

from the proxy: "While the Company believes that the Ratification should be upheld by a Delaware court, the Special Committee noted that even a favorable vote by our stockholders to ratify the 2018 CEO Performance Award may not fully resolve the matter. " This line probably not getting enough...

It looks like Sawyer indicated that the price reduction was for ordering 1 Megapack at a time. Before the cut, there was already lower cost/megapack when ordering multiple megapacks at a time. Do we know if the price cut affected that too or was this limited to orders at lower quantity...

Joe Tegtmeyer reporting on Twitter that Giga Texas is likely going to pause for retooling. Ultimately increasing model y output after the retooling. My speculation: Tesla is going to move model Y production from Fremont to Texas. Would coincide with reports of them demolishing the ga4 line...

please share!

good point. i acknowledge my mistake. that isn't correct and capex isn't even part of net income. the original claim that was that earnings per share would be at $AAPL levels if capex went down. i don't see how that claim is valid.

I see. I'd argue then that it is not fair to say that EPS are substantially depressed due to capex and expansion plans. Seems like the bull case now rests much more heavily on FSD and energy than it did before. This is a significant change from early 2022 where we could have a $1T+...

How are your calculations getting you to EPS to AAPL levels? Here are some back of the envelope calculations: Based on the latest 10Q, looks like Tesla had $2B in capex for Q1 2023. They are guiding for 7-9B in capex for 2023,2024, and 2025. What would be a more 'normal' capex for Tesla if...

Teslas are incredible vehicles and easily the best cars on the planet. On top of that, the vehicles are pretty close to price parity with their ICE counterparts. Further still, the model Y and model 3 are also pretty close to the average sale vehicle sale price among all vehicles in the United...

Where do you think energy deployment (in terms of GWh) and gross margins need to be on the report to show signs that it is on the S-curve?

How do the IRA manufacturer credits show up on the financials? Are they considered regulatory credits? I have sense of dread for tomorrow and the Q1 report. But I suppose it’s possible that operating margin and EPS might turn out better than consensus if those credits are being under...

Doing it right after the call would be even worse optics, so as much as I’d like to agree, I am not convinced by this argument.

Ha! totally misread that word. Incredible what the mind does. I'd correct my post, but it's too late now. Thanks. Based on the comments after my initial post, I have to believe that Tesla didn't do it because it doesn't meet all of their specs for an ideal battery.

CATL just announced that their new Sodium ion batteries will first go into Chevy EV's. Announcement here: https://twitter.com/catl_official I'm curious as to why not Tesla? Possible reasons (complete speculation): 1. Chevy willing to pay premium for the initial contract. 2) Doesn't meet...