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With a jawline like that it would be rude not to have it broadcast around the world.

When the big strategy calls need to be made, BiggiE always steps up. Great to see him getting hands on to drive the next era of Tesla (which ironically, won't be needed when autonomy is solved)

Agree, and it was in reference to when Tesla was throwing off profits in the RoboTaxi era. That's the natural time for any company to start buybacks - when they have gone through their heavy CapEx period and their product matures and starts to throw off cash. I doubt Elon was ever against...

I'd say "Model 2" is the same but Tesla has introduced the "Model 2.5" which is a mix of current and new tech to shrink the gap between growth cycles. Makes a lot of sense if they can do it from a manufacturing perspective.

@unk45 time to buy?

It's an interesting one. Traditionally we had obvious trolls with names inspired by avians or various weather conditions. The last little while has seen the emergence of several prolific accounts that worry about many concerns but don't cross the line into wildly flagrant lies/criticism, but...

Some of these points resonate with me but I think there's quite a few items that will change with a cheap, ubiquitous RoboTaxi, should FSD be solved: Uber is just a proxy for shorthand comparison. The value of all ride hailing Co's, taxis, private hire companies, etc is likely getting into the...

You shouldn't use analogy here. Build it up from first principles. revenue per mile is established in the marketplace, so little need to discuss Costs: RT cost divided by lifetime miles energy per mile * your assumption on energy price Maintenance for EV's is low but do the same calc per mile...

Most labour cost is buried in COGS. Only that not directly attributable to the making of the vehicle is covered in OpEx / R&D, etc. COGS was $17.5b last quarter.

The LT framework should be RoboTaxi business model rather than subscription revenue. Work out revenue and cost per mile and multiply by # miles driven. Revenue: ~$1-$2 / mile (uber benchmark) All in operational cost: $0.15-$0.30 / mile (depending on your assumptions around energy price, asset...

Good point - Lithium is down 60% over the last 12 months after spiking in 2021 Nickel is seeing a bit of a run but still down on 2023 prices Not to mention any technical innovation Tesla has implemented they brings down the idiot index. I'm not hopeful for strong margins this quarter but at...

Whenever I hear of a special committed for an independent review I assume it goes something like this.

I'm more confident than ever that a buyback won't happen. They need to spend every dollar they can spare on GPUs until FSD/optimus product is solved.

Tesla has been hoovering up the best engineering talent in the world for the last decade if the surveys for best places to work are accurate. Sad to see Drew go, but there must be an astonishing number of brilliant engineers at Tesla we have never heard of that now have years of experience and...

Interesting, the reduction in 3 sales in the US (minus 24k vehicles YoY) explains over half of the reduction in Q1 YoY deliveries.

Purely in terms of financeability, Tesla would be better off starting robotaxi with a steering wheel installed. It would provide downside protection to lenders in the event that Tesla goes broke as the lenders would be able to sell the vehicles to mitigate any losses. Unless there is another...

Every major bank, especially if the payback period is [guessing here] less than a year while margins are high prior to market saturation.

Even though it may go against your morals, this post was asking for a typo.

That's the first time Tony Abbott has been associated with a good perspective/argument.

Do they mention the size of the battery pack. It must be enormous. Seems like pretty good value.

It's great that Ukraine may get this soon but devastating it wasn't delivered a long time ago.

BYD 300k EV sales according to twitter. Not sure if this is April fools. Only other source I can find is from a Chinese EV site where eyeballing their last 3 months BEV sales looks about right with the tweet BYD sells 302,459 NEVs in Mar, 2nd-highest on record

Doubt. Give it another year. The manufacturing plant only has earthworks done so far and manufacturing for the large amount of cells for 40k/yr Semi's hasn't started yet. Semi will be a hit, but not by EOY.

MKBHD has finally started doing sufficient research into his EV reviews. The early videos were terrible. He still overpriced a new Tesla by about $20k just a few weeks ago. Hopefully this standard continues. His visuals are amazing - some of the best out there.

Just a speed bump and one we knew was coming due to factory construction. Q1 is also the slow quarter of the year for vehicle sales. Once Gen3 launches we'll be down to 2 months or less per million.

Thanks for the interesting post. I'm a novice at understanding advertising but at least anecdotally it does seem that there are still a significant number of people that haven't heard of Tesla or have been poorly informed by the media. A couple of notable examples are: Marquez mentioned in the...

The Russians aren't finished. They brought out the car battery too.

Same - It's really only the heavily moderated subs on specific topics that remain a domain of open discourse. The SpaceX sub and AskHistorians are good examples.

I'm pretty happy with that progress. The latest quarterly update stated 250k target annual production capacity so we are already 20% of the way there and the cathode plant hasn't even started yet.

Bit of a perfect storm for people who bought their vehicles during Covid New vehicle price was high and has dropped considerably since = pushing down prices of used vehicles EV incentives = further reducing price differential of used vehicles compared to new Higher interest rates = less...

Have you seen the stock price lately. It's all caused by the breakdown in these societal rules. I should tweet about it.

If Tesla does get out competed by this Chinese smartphone maker they can simply ask Apple for help.

I just saw this tweet about rebels in Myanmar 3d printing drones in the jungle. The cost reduction and manufacturing simplification of drones vs legacy weapons systems is remarkable.

Yeah, it feels like winter is well and truly done and we'll get a few months of crazy due to ETF + halving. I'm looking to sell down some BTC in this next run when thinks look a bit nutty.

The all-in podcast did about 10 minutes on it a couple of weeks ago. They were fairly negative on it for similar reasons to you. It's lined up below. I use Reddit quite frequently and think it adds a lot of value to get a wide range of views, particularly on niche topics. That said, it is...

Solar roof is still ticking along. I know it's at a far slower rate than we may have expected half a decade ago, and perhaps more expensive - but Tesla learns and innovates from every install. It'll get there in the end.

It never ceases to amaze me how money men can carve up assets.

How many of those does Fred get for free?

what kind of licence do you need to pilot that vehicle?

I don't think the US will go in that direction - there's likely enough politicians willing to vote against exiting NATO. But Europe can't take the risk of it happening without looking after their own defence regardless of the outcome.

Even if the retooling is enough to significantly extend their runway I'd expect it to be positive for the stock. If they can reduce losses to a point where cash on hand will last (e.g.) 5 years instead of the c.2 years at the current burn rate it buys Rivian a lot of time to get better.

While Europe's progress has been slow, I think the external shocks of the Russian invasion and Trump's position on NATO will be good for Europe. Hopefully it will give a purpose to Europe and awaken the animal spirits of an extremely well educated continent to innovate and build the next...

I have a bunch of free browser extensions that aim to block trackers, ads, paywalls, and otherwise avoid troubles on the internet. One of them did the job on this site and I could read it fine. Having them installed makes using the internet much more pleasant. Add Block Plus UBlock Origin...

I assumed they were in desperate need to go to another room in the house.

Apparently Russia has been producing more jets than it's lost in the war, according to Binkov.

I assumed the numbers were rankings from best to worst

Found?

The cell production building looks like it is just waiting for equipment. Once they have a line established in Texas they want to replicate I wouldn't be surprised if we see GigaBerlin ramp cell production extremely quickly - particularly given many of the line machines are built by ex Ghromann...

Looks like licensing Chinese LFP production is going to be the way forward for US LFP cells (as opposed to reinventing the process once patents end)

Unless it is going to cause the Kessler syndrome I don't see how it would have a material impact on starlink as new unaffected satellites would orbit minutes after any nuclear/emp blast.