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Agreed. If everyone expects giant slowdown in economy like right now.. then why the hell the bonds yields are at an all time high?

I drive on Autopilot every day with a camera only Model 3. Quite frankly, the car drives so much better than my previous Y with radar and cameras. So many little corners cases for freeway driving are fixed in my 3. For a long time, I used to think that I have been transitioned to a vision only...

Thank you.

I am glad somebody said this. I am not sure what is this fascination with retiring asap and living off your investments. Elon could have retired long ago and lived off his fortune. If anything, this board should learn from Elon and try to add more value to society than they extract from it...

Infact even 3 LR is not coming to Europe this quarter. I suspect NMC cells used for this version have been diverted to Y LR that will imported into Europe from Fremont.

MIC M3 is not coming to Europe this quarter (earliest delivery is Nov.). Either they are sold out or the LFP cells in 3 SR+ which was imported to Europe have been diverted to Y SR in China.

That is precisely what I am confused about. I think social media is linking opening of order book for Model Y SR in China to Model Y LR deliveries in Europe.

All fine but do we know for sure that the Y LR imported into Europe is actually coming from China. I am not sure where did this conclusion come from.

I think this is true. I noticed last week that the autopilot on my morning commute started behaving differently. Truck were not ping ponging lanes. Car slowing down much better if the traffic far ahead was slow or standing still

Yes. A 10c/mile FSD rate that includes NoA and Navigate on city streets would be super cool and much better deal than $100 or $200/month. 10c/mile is $10,000 for 100,000 miles. Therefore buying FSD outright is a much better deal long term because you can use it all the time and it increases...

They have re-designed the pack and modules and are using castings like the 3&Y which has reduced weight. A lot of significant changes to 3&Y have also been carried over to S/X now like the heat pump. They may even be using structural battery pack along with castings. Not sure if cooling 18650...

There is clearly some advance tech in that plaid powertrain. It is delivering ~ 50% more performance but the range drop is only 22 miles (5%). This tech is slowly going to make its way to all performance models (3/Y/Cybertruck). Basically more power with insignificant range loss in regular driving.

The latest NASDAQ TSLA short interest shows 56.3 M shares shorted down ~ 4M from 12/31/2020. Does it include the fact that ~ $2B in convertible notes were settled last quarter and therefore the shares that were shorted to hedge against the notes must be covered by now. If yes, then real short...

I want to be as optimistic as anyone about Tesla's chances in India but Indians who buy $75K cars in India do not drive those cars themselves. They are for most part driven by chauffeurs. Tesla cars are imho designed around the driver and unless one drives the car by themselves, they are not...

With the typical high brow attitude

Weak shareholders who sold too soon :D

I think this upgrade might be GS saying at what price they are willing to part with their shares. It sure sets a tone for the index managers

What does this board think of shorting NIO ? It seems to me that at best they will remain a expensive automaker in the Model X category with low margins. They can't be worth $60B

All fine and good but please also consider taxes in your calculations. Just because a strategy leads to higher $ value does not necessarily mean that those $ will flow to you. Happy to be wrong here.

If I may ask, which board is that ?

The second video with James Douma is also very interesting. I feel like Tesla is build industrial scale tech that can bring AI into the physical world like in robots, drones etc. This division of Tesla in a few years can possibly give Nvidia a run for its money. Remember, how excited George...

I meant once all the dust is settled every day will look like this. I think AAPL, AMZN trade 1-2% of total outstanding shares every day

That is what S&P inclusion will look if and when it happens. Only 1-2% of total shares will be traded every day.

Well I am buying it from Tesla and then will sell it back to them hoping that FSD will not significantly reduce my equity in the car in 2years. Maybe I am acting too much like a bean counter

Sorry if this is OT. Does anyone have experience on trading in a Tesla with FSD to Tesla ? I am looking into buying a used Tesla with FSD for short term and then trade in that 2 years later once Cybertruck arrives. Does Tesla give a better value for the car because it has FSD?

Exactly! Chinese EV companies have the support of CCP since last 10 years and yet its Tesla that has the most advanced EV tech. Other countries have been supporting clean energy with credits and helpful regulations but US leads the world in utility scale battery installations. Despite Trump's...

Well said... Tesla has shown they have the right strategy but the tactics will be proven over time... Members on this boards have an edge but lets not get ahead of ourselves. Buy long term leaps :D

I think I know what you did there. I am with you here.

This is precisely the problem with putting a valuation for Tesla and using a conservative DCF model to figure out if Tesla is overvalued or undervalued in present. Once it is understood by a large number of market participants what Tesla is and where it is going, they are not going to sit on...

I agree with the general sentiment here. Forget about numbers for a second and lets just realize the fact that in 20 years the world would look unimaginably different because of removal anything and everything based on fossil fuels. For the longest time, energy, auto and insurance have been...

Ha ha. Do you think that was the plan all along ? Elon and board members realized in early 2018 that once Model 3 production ramp was stable, Tesla would be comfortably profitable and therefore Elon's non-cash SBC would be balanced by non cash VA

Well that's what GM wants. More service and maintenance revenue

If we go by TA, TSLA is expected to go higher. I don't believe MM understand Tesla's fundamental better than some of us here. I think MM simply follow or create technical charts. Technical charts are saying or predicting that TSLA is bound to move higher and so they are simply creating fear and...

I think he is right. As per my calculation: Tesla's automotive gross margin ex. reg. credits was down last quarter due to idle capacity charges and increase in resale value guarantees for S/X. Without those one time hits, the automotive GM ex. reg. credits is 22% in first half of 2020. This...

JB Straubel: Repurposing a used car battery for battery storage is not optimal and will not be competitive with a purpose built home battery storage solution. Best to recycle the materials. Battery swap is a dead end and a costlier solution for cars as more batteries need to be manufactured...

Not sure if any of you guys are watching this: StorageX Symposium Livestream | Energy VP of Battery technology, GF Nevada just confirmed: 1. Cells with 5% improved energy density in production. Faster charging is also expected. 2. Over a 5 yr period, energy density will improve by 20% from...

I believe the end game here is to offer FSD+insurance as a monthly subscription. Nobody would pay $200/month for FSD software package from get go especially if the software is not proven yet. But they will pay that much if it is bundled with insurance. I would even go as far as to say that the...

Exactly. Tesla is turning the conventional wisdom about auto business ( low margin, high volume) on its head. Through vertical integration, electrical architecture and business model innovation, it is turning a low margin, high volume business into high margin, high volume business and this is...

This might cause cell imbalance during charging/discharging.

True packing efficiency is worse but compare it to the fact that each 54980 cell is ~ 9 times bigger than 2170 cell. Consider 9 2170 cells packed in a 3x3 square and you will see that the surface that they occupy is 37% more than 1 single 54980 cell including packing. Thus a 240 miles SR+ could...

Exactly. I think this is the reason Elon once replied to Everyday Astronaut on twitter saying that they are focused on making great products and not necessarily racing cars. Patience is a key virtue. Tesla will take out ICE cars one body part at a time. First it was quarter mile records...

Elon like this tweet: https://twitter.com/a_tnk3/status/1282687546200219648 “やはり目覚めたの？” “公的資金を喰ってる…” “テスラ株価上昇と「S&P 500採用」の可能性、これもシナリオの内ですか？ 既存の自動車メーカー FRB IMFが黙っちゃいませんよ” テスラ社外取締役監査委員 水野弘道氏： 　　「始まったな」 イーロン・マスク氏： 　　「ああ、全てはこれからだ」 Translated from Japanese by "Did you wake up?" “Eating public funds...

All good here except Tesla isn't trying to make cars necessarily cheaper but more affordable and that could mean a variety of things.

You are right Tesla is early in their technological curve. So what possibly could a new Tesla 3 years down the line offer me: 1. Faster acceleration ( I already have plenty) 2. More range. Sure that's nice but I have 300 miles already. Maybe I can upgrade my second car to a Tesla 3. Better...

I have my doubts about this idea. People changed cars every 2-3 years because car companies offered them something new (some tech upgrade, interior upgrade etc.) Car companies haven't done any serious innovation in decades and this incremental upgrades kept the zombie product lines from...

Precisely. Even though Lucid is targeting the wrong company (Tesla) but all this glossy presentation makes people stop and think about the expensive race cars from last era that they are driving. I believe, Roadster, Lucid, Taycan will pretty much end the high performance car line up from...

This. If S&P index funds have to include Tesla, first they have to find cash to buy Tesla stock and that comes by dropping all their holdings by ~ 1% which would look like a massive selling due to it coming from large funds. A lot of things are going towards right direction in US from an economy...

Exactly if these companies are so legit and if all one needs to beat Tesla at their game is money then why not do it the more fanciful way (IPO).

Love the insight here. Only point I will add here is that: People will upscale to EV and pay more for it because eventually people will realize that the TCO of an EV (charging, maintenance, resale value and higher saftey) is much better than that of a gas car. Maybe the new norm for mass market...

Man I wish if we could stop talking when FSD happens and only talk about if the rate of progress on FSD is accelerating or stagnating. How on earth does somebody predict timeline for a technology like FSD is beyond me. Its like somebody constantly nagging SpaceX on when are they getting to Mars