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All 17 of them?? ;)

We're $18 over max pain. Ouch Shortss. http://maximum-pain.com/options/TSLA

Actually, I think it may have to do with device Twitter features. When you open a Spaces (was my first time), it tells you to use the (authenticated) mobile client for the full experience, perhaps for the ability to raise a hand to speak, for example. It says "everyone can view Spaces, even...

I dunno. I wonder what deal was struck since this helps both parties. A lot. If, eventually, Tesla is getting $1 K ( / year?) or more per competitor vehicle sold (using?) the network, well, it's win-win. The more that use it, the more Tesla gains, like with EV credits. I trust Zach to have...

Hmm, only 51 people listening?? But we know them: Sawyer Gary Black Rob Mauer Larry Goldberg greg Whole Mars Catalog Walter Isaacson (writing the latest Elon bio) Dan Ives Munro Live Gordon Johnson (!?!) Farzad (Elon gave him the first question) Me :)

Jim Farley: "In 2024, Ford customers will have access to Tesla Superchargers... a huge move for our customers... later (Tesla's) NACS interface will be added to our next generation vehicles." Live on Twitter spaces now. Edit 1: Elon: "A Ford driver will be able to use a Tesla SuperCharger...

2024 Ron DeSantis to launch presidential campaign on Twitter with Elon Musk https://www.theguardian.com/us-news/2023/may/23/ron-desantis-2024-republican-president-campaign

Gary Black next in line, but he probably won't make. Elon has said 'Sure' to FOUR suggestions. Amazing. Name me another CEO who's that engaged with and responsive to his stakeholders.

Oh boy, Elon: "We have lots of exciting news to discuss today" !!! We've all guessed, now the truth arrives.

(Nobody posted about this yet?) VW: Volkswagen Group steps up activities in North America – Canada chosen as location for first overseas gigafactory of its battery company PowerCo SE (AP take) I like how even VW is calling it a "gigafactory"! It'll be a BIG factory - 2 million sq. ft. Canada...

Love it! (Plus the Storage numbers of course)

K, sorry, I had an error in my Q1 2022 numbers. It's still not better than other quarters, but not as bad as I suggested, and actually good from a Q1 QoQ perspective:

Whoops, Sorry everyone. It was unintentional, I assure you! Okay so the numbers are actually quite... average. Production YoY growth of +44.3% and deliveries +36.4%: Thanks @mongo and @dl003. Edit @OnMyWayOut too jeez.

They've done a lot better than this quarter!

Corrected - thx @mongo .

I'm more visual as many of you know - this helps me put the numbers into perspective: (Edit: thx @mongo for the correction) So looked at this way, yes it's a record quarter, but no, not better than previous Q1s. In fact, from a GR perspective, it's the worst YoY increase since 2020 Q2 (the...

Can you please take this offline? We get it - you don't believe we saw IRL footage. None of us knows for sure, so point made. Please stop arguing. And everyone else please stop asking @SmokyPeat to prove what none of us can anyway. I know it's the weekend, but this thread is OT and gone on too...

September 2021. Read my full OP.

Oh well .. (such confidence while being wrong, ChatGPT!) Me: What is Tesla's Master Plan 3? ChatGPT: Tesla's Master Plan 3 (also known as "Tesla's Master Plan, Part Deux") was announced by Elon Musk, CEO of Tesla, in July 2016. The plan focuses on expanding Tesla's product offerings beyond...

Yes, @unk45 , and I would say the positive new wildcard is Tom Zhu. There's a reason he's the new no.2 Ops person at Tesla. In fact, what Tesla reenforced from recent events, with the many other primary presenters, is that the deep brainpower in the org. is growing all the time. I think Tom...

Agreed, but really two corners and outlier middle (Porsche?). Left-front is same as right-rear backed onto the slot, no?

Yes and no. Many times, from experience, Tesla upgrades a part but makes it backwards compatible. It fits in the same spot for older cars = no need to manufacture and stock the original part. Assuming Tesla has a relational bill of materials database (BoM), it would be deductive which part is...

Factory additions! Corpus Christi Lithium Refinery!

4,000,000th Tesla built today in Austin! 🎉

I get it, WS down 2.7%. But the presentation is overwhelming, to me, about how comprehensively Tesla is looking far ahead about how to create way, way better products, and orders of magnitude more efficiently. Yes - I think there are more bombshells to come (where are the new factories??)...

re ratio of robots-to-inhabitants: Elon: "I can see 1-to-1 ratio" So, um, TAM market for Optimus is 8 billion? At US$20 K x 8 billion is a future TAM of, um, $160,000,000,000,000. Okay.

Part Tres

Investor Day slides, Part Deux (Part One here):

Here we go. Take it away Zach!

I don't understand the risk. The whole idea is that the adapter is locked to the end of the standard cable when used by a non-Tesla. It's the same mechanism that keeps the cable locked to a Tesla when charging. Only if a v.3-compatible Tesla comes to charge (all of us) does the adapter stay in...

Awesome! But as the owner of a 2018 Model 3 with EAP, I wonder how much of this I will inherit? More generally, somewhere within Tesla is a huge matrix 'spreadsheet' with vehicle hardware permutations on one side and software features on the other, as well as which v. of release has which...

Excellent analysis and insight, Little Boat, merci! Two comments which may affect the projection: If / when Tesla introduces a smaller or urban vehicle / robotaxi, that vehicle may require less energy density / batteries than its current fleet. In other words, I don't think we need to assume...

Uh-oh https://www.wsj.com/articles/tesla-crashes-into-firetruck-in-fatal-accident-2af6bc60?mod=flipboard

I fart methane gas in your general direction.

Interesting idea. Not to mention that the passenger compartment is back to back, being both more aerodynamic (no need for headroom at the back, more teardrop). Also allows for shared use semi-privacy, like trains which have seats that flip to make a 4-person grouping and your back goes against...

We all gotta start somewhere, @TesslaBear! You're on the right path (so say us) :) Wish you success!

You're new here, but it's a good question. FYI, back in late 2021 we ran an investors poll that got 360 forum member responses. Some claimed it wasn't scientific, but I still believe it's better than anecdotes. Back then, of survey respondents, 85% had more than 50% of our portfolio's invested...

I thought that Lithium was plentiful? It's refining that's expensive and time consuming.

Yeah, I agree they wouldn't preempt an agreement, but that aligns with rumours they've signed agreements but the partner can't discuss yet. Save it for Investor Day.

Just posted this over in the Investor Day thread if anyone cares to answer there:

Just throwing this out there: Imagine if they announce not one, but THREE Gigafactory locations? Why is this a possibility? We've had strong indications that the new Gigafactory location would be in Quebec, Canada. No wait, then we heard the new Gigafactory location would be in Indonesia. No...

Yeah, but it's more dramatic on the way back up! :) (i.e. If we reach beginning of December, we'll be back up 100% after losing 50% on the way down).

Up 82% YTD (Google counts from Jan.3 open, Yahoo from Dec. 30 close):

Nice. We could just point to that diagram and save at least HALF of the [edit: tens [edit: hundreds] of] thousands of posts in this forum. ;) (half-joking, but... seriously!)

Wow. Up ~70% YTD. Like, in 3 weeks:

Whoo-hoo! Back up into 7th place! (from 20th a month ago.) Take THAT, Big Oil! https://companiesmarketcap.com/

I guess this should go in some political thread, but it's not Twitter at least. To be fair, not many people get an audience with both congressional leaders. https://www.cnn.com/2023/01/26/politics/elon-musk-kevin-mccarthy-meeting/index.html

Yeah, according to one set of figures I've compiled, Model Y IS already the top selling vehicle in the world. See here.