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Rob Maurer today on Fox Business, talking with Stuart "I Won't Be Used!" Varney. He's great at these things, manages to stay on topic and deliver...
Update on the production halt / scaleback:[ATTACH]
Probably not posted yet here: https://twitter.com/varneyco/status/1364935680854528000?s=21[ATTACH]
Actually, speaking of assumptions: do we have any clear source for this -- the tent line being the only one currently down -- or is it...
All I suggested was that there were two separate events that occurred at similar points in time: 1. Samsung's Austin fab got shuttered last week...
Yes, that was my understanding as well. The argument I put forward above had to do strictly with the shutdown of the Samsung fab in Austin. Which,...
Fair enough. The reports I skimmed over earlier suggested a connection, only to further down in the article to specify there's no clear info...
I have no interest in getting into a protracted back-and-forth on this, so I'll try to keep it succinct. IF the shutdown is related to FSD chip...
You're correct on most of this. But let's remember that pricing is not exclusively Tesla's means of setting their preferred margins, rather it's a...
They did at some point before they sent the production workers their notices that they won't be needed for a couple of weeks. Reasonably, the...
Given the production rate for the Model 3 at Fremont, how many days worth of Model 3 production would you expect can be stored in their lots...
Are you suggesting that, at the time the SR Model Y was removed as an option from the configurator, Tesla was NOT aware of the chip shortage...
Since Tesla knew for a while about this necessary shutdown, it now makes perfect sense that they removed the lowest-margin SR Model Y from the...
I'm starting to think the Plaid+ is a signal that the Roadster is going to be held back for a while longer. Also, with the steering yoke... I'm...
Looks like the turn signals are activated via the steering wheel touch surface... will be interesting to see how those buttons work. Haptic...
(Really) different range!
Model S update photos in the letter!
Beat on revenue, miss on earnings.
Not sure if addressed already, but: the 4680 cells have a higher active-material-to-total-weight ratio. That’s the main point of making larger...
Assuming the 4680-cell structural pack architecture is confirmed for the Model S (and X), it just occurred to me that these product lines will...
New video from Sandy Munro. They have a 2021 Model 3 that they may or may not tear down (not really clear, Sandy suggested just taking a few bits...
Some (potentially) inside info on the S & X refresh: [ATTACH]
They might still have “old version” cars in distribution channels, whether to be sold as new or used. Announcing a refresh instantly causes the...
I’m just going to leave this here, for whoever may be interested. [ATTACH] [ATTACH]
Just curious: is it about this? [ATTACH]
Check this footage of Tesla’s stamping press in action, starting at 2:32, to get an idea of how fast a stamping press can produce panels. For...
The point of the large castings is to reduce the need for welding multiple stampings together, i.e. reduce manufacturing complexity. A cast part...
Some UK-centric analysis of how the EV transition plays out in the real world. Yesterday I spotted a tweet with this plot, which I found...
No reason this series of tweets is about Tesla and not the upcoming Spaceship SN9 test flight.
That’s why Giga Berlin coming online this year and, more significantly, the “compact” European car starting production in 2 years (hopefully) are...
The UK numbers are up. Model 3 was the best-seller in December. I posted more details a couple of pages back.
UK new car registrations were just released, and... I guess you could say the Model 3 did alright. [ATTACH] That, along with the VW ID.3 (and...
The requirement is for a 6-month average value of the market cap. Also, an operational target also needs to be hit to unlock a tranche, and those...
Update: I need to report a case of spousal abuse! My wife continues to follow the SP, and keeps saying stuff like “Whoa! Have you seen this? Have...
I’ve been investing in TSLA and reading this forum religiously since 2015. I thought I had this stock figured out. Yes, I sold about 100 shares...
New pricing deal between Tesla and Panasonic for Japan-made cells, dated October 1st, 2020, to last until end of March 2022, in a new SEC filing,...
2021: Shanghai Model Y ramping, Berlin likely starting production, Texas maybe starting. 2022: Fremont, Shanghai at capacity, Berlin still...
Give investors time to chill until Monday? Announcing a “miss” (if you want to call this slimmest-of-margins a miss on guidance) just before...
Yup! Truly remarkable results considering the headwinds in 2020, and yet I expect to see headlines like “Tesla misses its projected deliveries...
Not sure how to interpret this in the context of an expected Model S and/or X "refresh" over the holidays. Should we expect no change in pricing...
Don’t tell anyone, but my reading of this is, 500k produced is in the bag! Possibly 500k delivered as well. Currently trying to knock it out of...
Elon just tweeted: [ATTACH] https://twitter.com/elonmusk/status/1342574459882852352?s=21 This must be the “Christmas present”! Edit - horn in...
Yes, the Mach-E doesn't compare favorably to the Model Y on a one-to-one basis. But allow me to explain why, in my opinion, that doesn't actually...
That's actually a big one. I remember in an interview a while back Elon mentioned that in theory Tesla was willing to open its SuC network to...
Less.
Not saying he shouldn't care about this issue, because you're right, it is a serious one. And I believe he is donating millions every year through...
EV drivers' ABC: Always Be Charging! Tesla's ABC: Always Be Constructing!
'member when the Big Boyz were supposed to show up on the EV scene with their "properly-made" cars and wipe the floor with that Silicon Valley...
Meanwhile, the "brilliant analysts" over at Yahoo Finance talked to their editor-in-chief Andy Serwer, who made comments on his latest piece...
Based on the market cap resulting from SP at yesterday's close, $5B is about 0.8% dilution.