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We are in a time where we learn who are actual leaders and who are not. Silence and inaction is just as telling as those leaders who do the wrong...
Elon has created attention. Now is the time to introduce Tesla's mission to the broader audience that is now "all eyes" on the situation. It is...
I've been an owner of TSLA since 2012. I don't take investing lightly or as a short term concept. It is long term. It is a big bet. I...
Chanos and his short army are banking on the lawsuits. If Elon wins, Chanos and crew disappear for good.
The air in LA is so clean and fresh right now. It is amazing how much of an impact low emissions has on immediate health of the many in such...
Given this reality, would it be best for Tesla to put out a revised 2020 production guidance now as opposed to later in order to reset market...
Does anyone have a feel for how the County Health Department may proceed with Tesla in next few weeks given the Governor’s leaning toward...
It will be interesting to observe how they maneuver around shelter in place possibly being extended into summer, which school closures for the...
So, what does the “shutdown” that started March 23 entail?
Someone has to watch the kids as well as assist in the education, therefore it may be also an impact on the parents ability to work at the...
Hearing now California schools will be closed for the rest of the 2019/2020 school year. Could this be a sobering indicator the “shelter in...
This is why we might need to explore the potential of Tesla becoming a global operating system competing with google, Apple, and Microsoft. They...
Timing is impeccable.
Heat pumps in Model Y may be indicator of what other new products Tesla is going to reveal in the future. Don’t sleep on Tesla Energy and heat...
Just first page search engine news alone: Elon drills first ever transportation tunnel in Vegas. Elon increases record epa range of Model S. Elon...
Blast from the past, maybe some analysts will start paying attention 7 years later. What are the cost savings to a produce/manage Tesla kwh...
Who needs transmission lines when everything is distributed in Elon’s future energy world.
Because gigafactories. Can’t scale batteries at max level being separate. The energy side fuels battery investment, which benefits the auto side...
Elon just wants to participate in space launch, but ends up taking over. Elon just wants to participate in advent of electric cars, but ending up...
Tesla Steps Into The Utility Space With New Grid Controller Patent | CleanTechnica It amazes me how all legacy analysts have no clue the whats...
Let's make this clear: Big auto has to cannibalize gas car growth to grow it's electric car sales and sell them at a loss to compete on sticker...
The NYU prof was comparing Tesla to Toyota, like for like, auto to auto.... but noting Tesla will need apple like margins as well, which only...
The nyu prof on CNBC is a prime example of the need of a paradigm shift in how to see Tesla. He says to justify the valuation, Tesla needs to...
I think he’s giving Battery Day in Buffalo as a way to market the solar part of the business, which had been sidelined for almost two years in...
Elon may die on Mars, but not going to be for a few more decades, and it sure as hell won’t be on impact.
Is 1T in revenues the top? Or is there still growth beyond 2030? This is the mind boggling thought that goes beyond much of what we know about...
I think we have to start looking at what is potential revenue top for Tesla’s market in both auto and energy. If it’s growth goes far beyond that...
Apple’s annual revenue seems to be topping out at 265bln/year. Is Tesla’s long term revenue top at 265bln/year or is it much higher being that is...
I’m curious, if people are saying Tesla will be a 1T company, what level of revenue to do expect that 1T company to generate? 100bln in revenue...
If analysts do estimates for potential Tesla marketshare on global auto sales and Robotaxi revenue, why don’t they do estimates on Tesla...
Why invest in so-called “5G” when Starlink is coming soon? Based on Tesla’s vision and strategy, isnt it more accurate to compare it to Aramco...
Tesla accelerated growth strategy: Watch the majors invest billions in cell/battery factories, then buy up the factories/usable assets at rock...
What happens to the economy when all transport stops fueling at the gas pump and starts fueling up at the outlet? Is the most valuable global...
Who is going to sign a big contract for cells with the majors if they know their cars don’t sell? If the majors are cell starved now, how are...
As Germany is at the forefront here, the greater the network of decentralized solar+storage, the greater the market value of demand respond,...
Absolutely. Will be cell starved for a very long time without more capacity. Germany has a massive amount of solar, the next step is massive...
I’m suspecting Tesla may also do Solarglass production out of GigaBerlin. Notable amount of the GigaBuffalo equipment imported from Germany....
The new "universal income" is everyone creating value from/off their own production of energy. Tesla developing the upgraded hardware for this...
Great take. Houston seems to hit many objectives.
I remember from Autonomy Day Elon stating they get their chips manufactured at Samsung Austin so might be a possible co location deal. Also it...
Ultimately, the best solution for peak, is for everyone to have a battery (homes, commercial spaces, industrial spaces) paired with solar, since...
Giga Berlin, and now GigaAustin being on the table soon, not to mention GigaShanghai just getting up and running. I characterize that as a surge.
Sustainable revenue globally will be in the consumption of kwhs. I agree, the margins over millions of solarglass installs might turn out nice,...
She doesn't quite get it about solar yet since her investment house thesis doesn't include the future of the utility industry. One of the top 10...
https://www.bizjournals.com/austin/news/2019/11/01/samsung-to-cut-nearly-300-jobs-in-austin.html Might Tesla take over this location for giga...
On paper, Elon has broken into the top 10 of wealthiest people in the world. And, as he eventually ascends to #1, I wonder how this affects...
What would be an interesting addition would to explore the impact of TeslaEnergy on the Utility business. As cars and most everything else shift...
Well stated. I followed closely what happened to Solarcity-Tesla in Nevada over solar and recognized then this is the behind the scenes big fight...
Tesla is going to be using every single cell they produce for many many year to come. If we a talking about millions or more homes as well as...
It is interesting Ark Invest doesn't mention solar and energy in their interviews. I wonder what they would forecast for when home storage and...