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    Tesla Gigafactory Investor Thread

    Interesting that on the 3Q conference call the CFO said "Clearly, 2016, our CapEx should be less than 2015. And then we'll provide you further guidance on that in the next earnings call." Musk then chimed in with "Sorry, I was going to say, like, we do have like a very strong push towards...
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    Tesla Gigafactory Investor Thread

    Very good presentation by J.B. Straubel - Tesla Motors - JB Straubel - University of Nevada, Reno - 10/11/15 - YouTube Gigafactory ahead of schedule, employees to start working there in the coming weeks.
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    Tesla Gigafactory Investor Thread

    Trouble at the Gigafactory site: Panicking journalists allegedly trespassing at the Gigafactory ran over two Tesla employees in a Jeep - Quartz
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    Tesla Gigafactory Investor Thread

    I'm not so sure about a 4th floor. This image from is a different angle and it appears to show only 3 levels.
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    Tesla Gigafactory Investor Thread

    Jefferies analyst Dan Dolev sees a gross margin tailwind of 1000bps due to, his estimated, incredible shrinking battery costs. Is the Gigafactory becoming more and more valuable even before is has produced a single battery pack...
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    Tesla Gigafactory

    Bring on the drones Time for another drone fly by.
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    Tesla's Production Innovation

    We all know that Tesla has created some incredibly innovative vehicles. What I want to know is, in detail, how is Tesla innovating in the factory? There doesn't seem to be much public information on this subject, but it is without a doubt, hugely important in terms of profitability and ability...
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    Video: Tesla Factory by Drone in 4K (Fremont, CA)

    No solar panels? Would've thought by now that Tesla would have the roof covered with solar panels, except over the sky lights of course.