Search results

The Y reveal actually shows tsla's execution pace is still several gears higher than the competition. The pricing and specs of 3&Y will take competition more than 5 years to even catch up. The FUD creator's job is easy but the real job for competition: innovation and execution is much harder...

If they have enough cash, they can offer lease already. They can start hiring effective communication team already. They can construct 2* even 3* service center and have more parts available already. They can speed up the V3 supercharger adoption already. They can start construction of GF4...

Where ?

Every time I see this, I wonder why Larry did not do this already: buy 5B of tsla? This is what, 10% of his net worth?

Thinking about the often discussed S&X refresh. I feel tesla is always trying to do the hard thing: range etc. Why not just do the easiest refresh: a redesign of the inner decoration just for aesthetic reasons. At least adding it as a trim/option for high gross margin. I can't count how many...

Most of the real damages on roads are caused by heavy trucks, especially semis. If we are talking about fairness, their fair share of the road maintenance fund should be increased substantially.

It's gonna be ok because when real tesla FSD turns effective, it will be priced for EAP*2 + thousands of dollars.

Why your car needs to have oil change at all? My horse never asks for it. Based on our five thousand year rules on transportation maintenance, cars are not recommended. Also, only cars constantly, super reliably pollute are recommended in CR I guess.

Frankly, what Buffet was doing the past decade? Last time I checked, his investment return based on his public net worth change+charity donation seems lower than the S&P index from 08/09 to now. Maybe he is right, index fund does beat most mutual funds.

From the list you showed, the number one positive journalist is also from Business Insider. So can I suppose, after all, it is still journalist's personal discretion for reporting theme, not editor's?

Elon mentioned the demand for model 3 is unbelievable but they need to do more to make it more affordable. Out of two levers: price cut and leasing, they chose price cut and I think it is the wrong lever. Firstly I think there are two groups of potential model 3 customers: the first is aware...

Just a random thought. Tsla's pricing practice is very dynamic and mostly is lowering the price. Imagine one day EVs in every car buyer's mind and tesla is sold out everyday, they have to INCREASE a thousand bucks from time to time. That would be fun for the SP.

i still think solar city merger was a strategic mistake. The billions of working capital/opex/capex spent on the solar side, if put into use on the auto side, would be another GF already running. I understand elon does not want to give up solar. But tsla has no moat in solar(it's a commodity...

I do not know the scale/severity of the service/communication problem and I guess they have a percentage budget based on the car sales revenue/cash flow since it is currently a money losing business. So the solution is simply how to allocate the limited resource within the service department...

Could we add a rating button "off topic/not belong here"? Then apply a rule like: if a post has more than 10 ratings and more than 50% are off topic, then it could be automatically moved to some staging area where mod can decide its place. I believe this could reduce the mod's work load...

He gave up "head of global sales and marketing" to become a director in airbnb? So he was a mid level manager at best. FUD always tries to paint executives are leaving tsla in droves. Now they have to list all the director level details. What is next? Head of bathroom management? And I think...

how much modification does the lines need for the China/Euro models? Or only software tweak is needed?

I don't understand why they project such a high R&D cost. The advantage of Musk's leadership is a tight efficient research shop i think. Look at spacex.

The easiest way for them to have a quick and sound solution is to use 1 out of these 32 trillion to bid tsla to >1 trillion market cap. And then tsla dilute 20% to raise 200B and build 50 GF in the next 3-5 years. Problem solved.

Surprisingly my rough math yielded similar cost difference as your much more accurate one. But AWD $5000 is debatable since they try to sell is $4000, if so, $3000 price gets us close to 50% margin.

In my calculation, if long range is 74kwh, mid range 62kwh, pack cost $140, 1-12*140/4000 = 58%. So the difference between long range and mid range battery margin is 58%. So in this case, battery is NOT a low margin part.

I understand the logic: battery can't be handmade, yet.

Volkswagen says last generation of combustion engines to be launched in 2026 | Reuters VW is the first biggie to really wake up.

It will be, after all, a manufacturing site with >90% hard working line workers, which have unlimited cheaper supply in rusty belt, that translates to more stable/maximum output(full shift) and higher gross margin. The young smart creative engineers can work at Fremont, which would be operating...

At least large portion of Permian is profitable at $50/b

On the contrary, lordstown would be a great location for transportation and recruiting(especially considering the labor shortage). After all, rusty belt was built for manufacturing.

Of course that is cheating. We all know tsla is a car company. any energy sales, solar sales, even EAP sales are cheating. Because EAP is software business, NOT a car business. And supercharger sales, that is a gas/utility business. Heck, any service revenue is cheating, because that belongs to...

i think tsla needs a communication team dedicated to vet the questions thrown at elon in this kind of podcast. It will help controlling the narrative and not wasting too much elon's time.

So is tsla considering carbon fiber for the next generation? What is hurdles to overcome at this stage?

Sorry I did not make myself clear. I meant not 4 consecutive quarters. The sum was.

Apparently, twtr did not have 4 quarters profitable.

Why not change the 2018 EOY new m3 delivery event from freemont to Spark, NV with giga factory trip and riding with wild horses on the Nevada prairie? I assume Nevada does not charge sales tax without in-state registration? Anyone has the pic of wild horses with the GF1 as background ?

Yes, any current comparison between nflx and tsla makes my stomach turn. nflx is borrowing money to throw at tons of shows to hopefully hit some hit shows. tsla is printing money while innovating the new energy future. Please do not insult tsla.

What, a dead meth producer is building the future?

Well, i rather be bullied by tsla longs with info/insights here than be attacked by random people who actually belong to certain institutions on twitter.

Yes, I think surviving bullying makes one stronger. I come here often to toughen myself.

i have lots of respect to your passion and hard work on tsla. Actually I check your twitter quite often. But if you think Musk's words are the main factor in determining tsla sp, your account name valueanalyst does not seem to fit.

I think you overthink. Even this kind of floods happen, a couple days of production disruption at max.

I feel amazed until today this thread still has so many posts using this bloomberg tracker. Its method and results are proved to be, what can I say, not reliable.

Full Macquerie Investment Report : teslamotors This is the full report

Mod, could I have a request to add a function to skip any replies to the posts of the ignore list? iirc, somebody asked for it and now I realize the value of this great idea.

I think you still did not get my point. On the surface, his tweet caused the drops. But actually the shorts wielded influences with propaganda machine caused the drops, his tweets are just the alibi they use these times . If he shuts up and nobody pays attention to the persecution of tsla...

If I talk with a misinformed general public, I will try to explain elon is a mad genius who is unfairly and constantly persecuted by shorts. At the end of the day, he is just a frustrated human. Debate with a short? Are you kidding me? Only three types of tsla shorts: 1. malicious, 2...

If you as a tsla supporter cannot explain clearly elon's frustration to your wife, imagine how the constant lies in the media would do to non tsla families. BTW, did your wife try to read and judge all the arrogance of the creators of her other favorite products? People have such a high...

This is exactly the reason I start to be angry about these so called die hard longs. They blamed elon's twitter for the fall from $350. They naively think if he does not twit then the defamation and slander would not exist. Shorts work hard to sabotage tsla, longs shout hard to blame elon. If...

Imagine you are in Elon's position, when you achieved a milestone, mass production of tsla 3 will be the EV to end the ICE age, a real economically viable way to fight climate change and save potentially millions people's life and you are attacked by your transparency, and you are still...

The real gas for these "think tank", the oil money, would be dwindled, i assume.

One thing concerns me, iirc tsla diverted some of the battery lines originally devoted to power pack/wall to model 3 to keep the production pace. But panasonic is only installing three more lines in GF1, presumably for model 3. Whey aren't they installing 2 more for power pack/wall?

What is the definition of Independent? independent of Elon or TSLA? If she/he has no interests in TSLA, how do shareholders trust him with their best interests?

I never dream we can convert these deniers' mind, but the reality will change their behavior. One day, when 90%+ of the cars are EV, most of the gas stations will be gone. They will have nowhere to add gas and will have severe range anxiety. Then they will have to buy an EV. It does not matter...