10 minute ramble going on now. I love Elon and all, but sometimes he sounds like an old dude at a bar talking about nothing to nobody.
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everman
Member
I guess we are going to have to settle for "grows every week, no matter how much we anti-sell it. It just grows every week"
Gerasimental
Member
Krugerrand
Meow
Gerasimental
Member
Stopped listening a while ago because it was pretty dull and I needed to get on with other things. Would be very grateful for a very quick bullet point summary if anyone is able.
This is like saying: "let's purchase a condo unit that hasn't been built yet, but whose picture we've seen a few times and we trust the developers." Except done about a couple 100,000 times over and in an industry that is declining overall. This is a once in a lifetime situation.
No one's even seen the Model 3; demand is going to be extensive once the cars hit the stores and they advertise.
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Krugerrand
Meow
You've probably heard it before. He was talking about how tax credits for EVs going away is an advantage to Tesla rather than the assumed disadvantage that analysts and others think they are - which he explained in detailed. He talked about the NV incentives and how many people think Tesla received 1.2B (or whatever) for the Gigafactory from the State of Nevada - which they did not and he went on to explain how that deal really went.
If there was no model 3 the stock price would be high because the company would be running a huge profit.
I have gotten use to EM's cadence but I much prefer JB's clearer speaking voice/cadence and straight forward answering of the question.
It is 'water under the bridge' but I miss Wheeler.
As a foreigner, ramble is the most nasty word in the English language, you can throw it at anything and so ridicule it.
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Krugerrand
Meow
I hear you there. Significant concentration is required due to sound quality and monotone of the voices at times.
RobStark
Well-Known Member
And Tesla Network. Primarily Tesla Network.
Well... in regards to Tesla Energy, they expect quite a dramatic ramp at end of year. Also, PowerWall 2 had some ramp up issues with supply chain that are sorted out. Expect dramatic QoQ increases in TE and will grow faster than the car. Depending on the project though, it may take 1-3 quarters after production to see the financial results.
larmor
Active Member
Next capex: conference call device, or perhaps they buy the company outright for exclusive CC use...
Polycom SoundStation2W EX Cordless Conference Phone
Polycom SoundStation2W EX Cordless Conference Phone
Been a Tesla long for 3 years now. This call seemed pretty low to me. As others have noted, the future of S&X doesnt seem to be as exciting as it used to (in terms of sales). Should have seen this coming since they guided 50k deliveries and got 25k in Q1. For Q2, the biggest positive would be the Model 3 specs and configuration. They will also deliver 25k in Q2 to meet guidance.
Krugerrand
Meow
J.B.'s nose whistle drives me nuts. Just sayin...
Downloadable audio of the call, for those who want an offline copy. Along with a list of topics and timestamps. 
RobStark
Well-Known Member
On the plus side we are back to fully loaded top of the line performance ludicrous service loaners.
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