Search results

I appreciate your regular grounded projections of near-term earnings implications. However, I think the calculation of X subscribers at $Y/mo subscription fee is missing perhaps two of the bigger implications of a 'ChatGPT' moment on both Tesla's business and TSLA: 1. Once it becomes obvious...

Just a friendly reminder that while analysts continually chase stock price movements both up and down with their ‘targets’, and social media frets over predicting the ‘bottom’, thousands of the most capable engineers and factory operators in the world are working their tails off to make great...

I'm glad you mentioned this - I also find percentage more meaningful. Note the missing quarter on the S/X chart is from the when production was paused for refresh (division by zero).

Below are a couple of charts to help illuminate Tesla's 'inventory/transit' position as of end Q2. Separately from this industry standard 'days of inventory' articulation of vehicles in inventory/transit, the raw numbers that I am estimating based on historic production/delivery reports are...

In addition to the possible revenue opportunities from opening the charging network to non-Tesla vehicles, the partnership with Ford may help de-risk two of the bigger potential risks that I see to Tesla achieving their scaling goals: Risk #1: Anti-Tesla politics due to collapse of legacy...

A couple of thoughts on the discussion related to Highland Model 3 update, as I’ve seen that as a recurring thread over the past few days with plenty of thoughts about possible higher-trim configurations and impacts on Y demand. A few possible objectives that I've seen articulated by the group...

As a long term investor, the questions I am continually asking are: Is Tesla on a track where their cash flow supports their growth objectives? Are their products (current and future) good enough to sustain demand while increasing volume? Is Tesla effectively managing costs relative to...

In the context of the recurring conversation around price cuts and demand, I thought it might be helpful to graphically show what I understand the price elasticity picture to be for 3/Y. The exact shape of the curve is wrong, but it may still be directionally useful. I’m sure there are many here...

In the context of the recurring conversation around price cuts and demand, I thought it might be helpful to graphically show what I understand the price elasticity picture to be for 3/Y. The exact shape of the curve is wrong, but it may still be directionally useful. I’m sure there are many here...

First post here, but I have been reading this thread nearly daily for over a year now. Thanks to each of you for sharing salient insights – your contributions are providing incredible value to investors. On the topic of electrical architecture there was a tidbit in the presentation that has not...