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Well, considering the poster says "65.6% of you will love it" and the current US homeownership rate also happens to be 65.6%, I'm guessing a new Powerwall is in the works.

Hmmm, well Gigafactory 1 was originally called "Project Tiger," so maybe the commenter is on to something with the theory that "Project Bobcat" is battery related.

Yeah, my main complaint is the long width of the text box which makes it harder to read.

I swore off margin after the big drop in 2019, but I'm curious, are there any drawbacks to increasing your available margin that way? It seems too good to be true. Thanks!

Mods: As a longtime member (mostly lurker) I'd just like to chime in to say @Fact Checking and @KarenRei are two of the most valuable members on TMC and the quality of discussion dramatically improved when they showed up a few years ago. I beg you to make peace with them.

My brother made this cool Google Doc a while back that updates in real-time: Top 25 Automakers by Market Cap

Thanks for the reminder on the Leaf deposits. That makes for an interesting comparison. According to this article, the Leaf had 19,000 deposits after 1 month which was only 7 months away from the first expected deliveries. The Leaf has averaged about 50,000 units annually over the past few...

While I strongly disagree with your premise that his age is an issue, he's actually ~34 years old according to his marriage announcement last year in the New York Times. I think his already long tenure gives him deep insight into Tesla's operations and is a huge asset that an external hire...

Note that those 8.75 GWh of S & X batteries will be produced in Japan for the foreseeable future.

Yeah, I wish every journalist that bashed Elon over Pravduh would read that article. Even if a journalist isn't being directly influenced, the narrative gets shifted by those that are. That influence gets echoed and amplified in today's 24 hour news cycle by journalists who think they're just...

Great article by Robert F. Kennedy Jr. on his personal experiences with corporate control of the media. Elon Musk and the Corporate Controlled Media

Where did Chamath say that out of curiosity? My google-fu skills have failed me. Was the $12-15 billion needed on top of their expected cash flow?

Looks like there's some new dirt work north of the Gigafactory. It's been a long time since I've seen activity in that area. Any ideas what it could be? My uninformed speculation is that it might be temporary parking/storage to replace the existing capacity that will soon be overtaken by...

Can anyone explain to me why hedge fund managers like Einhorn are taken seriously by the public/media? Here's his recent performance at Greenlight Capital:

Here's another potential black swan from the shareholders meeting: Now that Elon is effectively "CEO" of SolarCity, he'll have to tell that guy from last year where the heck his darn bikes are that SolarCity "stole." ;)

Sigh... Despite what you've read in the click bait articles going around, there is no delay (as far as we know). In this SolarCity Q&A from November, Elon says they'll start with the most popular option in the summer and then introduce the next 3 styles in roughly 3 month intervals. If...

Sorry, I should have specified. Each point represents the CAGR from 6/30/11 to that date.

You're right about the difference in our numbers. I was going back to 6/30/11. My gut feeling is that the CAGR will be closer to 6.7% in the medium term and then fall from there. Note that Apple's CAGR over the past 5 years has been -4.3% :) I've attached a graph in case anyone is interested.

Historically, Tesla's shares outstanding have risen exactly 8% each year :) That's after the SolarCity deal, however, which was non-dilutive in my non-expert opinion. At the end of last April, the CAGR was at 5.4% and if the SolarCity deal didn't happen, it would be at 6.7% right now.

I'm not sure if this post was supposed to be sarcastic, but just in case anyone wasn't aware, you can hold the "Talk" button and say "Note", "Report", "Bug note", or "Bug report" followed by your comments. :)

Well, there were 0 disengagements per thousand miles on the 20 miles driven in November :) Tesla Disengage Report 2016

Yes. In fact, the missing post was in response to the last guy in that screenshot. Maybe he's going to head up Boring/Tunnels :)

So, I had his twitter page open when the repost occurred. Around the same time, he responded to @heydave7 who asked if he could confirm or deny the Bloomberg article that he's no longer at Tesla. Sterling said something to the effect of "Confirmed! Big news coming soon." The post vanished when...

Or, maybe something like this ;)

Well, the Model S P100DL appears to have a max discharge rate of 567 kW. I'm probably being naive, but given a hypothetically sufficient thermal management system, wouldn't the max charge rate be in the same ballpark?

Also, in case anyone isn't already aware, only a fraction of the tiles will contain solar cells.

Just a heads up, the current parity price for SCTY is 183.93 * 0.11 = 20.23 not 24.5ish. I wish it wasn't so, but it is :)

A ray of sunshine. I needed that.

I think this is the first time we've seen the Model 3 with Model X style tinting on the rear window.

Page 68 of the merger proposal shows SolarCity wanted a termination clause if Tesla went below $175, but it appears they didn't get their wish. This Fortune article appears to confirm that fact. Count me in as curious on how the $170 rumor got started. Update: This post is the first reference...

Also, note that Elon said the tiles will have 98% of the original efficiency. So, 98% * 22% = 21.56%, not 22% - 2% = 20%

I'm not a finance guy, but from their 2025 "Elon as Henry Ford" scenario (ignoring Tesla Energy) I get: 178,030,000,000 * 0.132 * 39.9 * 201 / 29,470,000,000 = $6,395 per share. Their "Future value per share" of $1,152 would imply a dilution of about 21% per year for the next 9 years. That makes...

Wait, GM sells 333 million cars a year? 5,000 / 0.00006 * 4 = 333,333,333 :)

I'm surprised no one on the SolarCity call asked if they've had any interest from other potential buyers. I guess everyone just assumes Tesla has it in the bag.

The 8-K says the conversion will take place at the "effective time of the Merger." Does anyone know what that means? Is it the date of the shareholder vote?

On the flip side, I wonder what the chances are that SolarCity is pushing for a better deal. I don't pretend to know what their books look like, but Elon himself said that the company will be generating cash in the near future. I plotted the historical SCTY/TSLA ratio and it looks like this is...

They appear to be using FANUC instead of KUKA.

Interactive Brokers told me any fraction will convert to cash.

Full size image showing the new construction activity!

Why does it matter how many there are? This granular approach will allow greater utilization of the fleet by sending them where they're needed when they're needed. It will result in a faster / cheaper service. Buses made sense because: 1) You only had to pay one person to drive all these people...

I think you are mis-visualizing the concept. In a tweet last night, Elon said the design is inspired by the California Custom VW Combi. Behold: Also, they are not alone. Local Motors has been making headlines with their Olli concept for a while now:

No one has implemented this "innovative" feature because it doesn't make financial sense. Take a look at Google. They make $45 per user per year in revenue (not profit). Note that is far more than their competitors due to the highly targeted nature of their ads. That's about 2 orders of...

Well, I've tried to avoid bugging everyone with my pet theory on GF2, but since it came up, this is where I think it might go. Note that when Tesla purchased 1,864 acres adjacent to the original 1,000 acre site, Tesla Motors spokeswoman Alexis Georgeson said "The purchase gives us the...

Ford is managing to turn a profit while growing 3% a year. To paraphrase Elon, Tesla plans on "growing production 50% a year as far into the future as he can reasonably project." It would take about 137 years of 3% growth to match 10 years of 50% growth. How can Tesla possibly be expected to...

Wow! According to wikipedia, Germany represented 3.14% of global sales in 2015. If that ratio holds for the Model 3, 10,000 German reservations would mean 318,471 globally! That seems WAY too high, but I want to believe...

Yeah, I've wondered the same thing about hybrid PV/hot water systems. Does anyone know why these aren't more common? As solar installations get cheaper, something like this could be a means for SolarCity to push more product on the customer. - - - Updated - - - I'm not sure how the economics...

Surely someone has called you out on this before, but I can't help myself. And someone please correct me if I'm off base. This isn't my area of expertise. 12,650,045 of those shares "sold" were actually "dispositions" by John Fisher of the Draper Fisher Jurvetson Company. If you look at the SEC...

I'm surprised no one has mentioned the camera bedazzled Model S that a reddit user posted pics of last week. Maybe this is a rough version of what the front and rear window camo is hiding on the Model X.

Are you referring to Elon's visit a year ago or was there a more recent one? That would be big news, but I can't find any sources.