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Fourth Quarter 2013 Financial Results Q&A Conference Call - LIVE BLOG

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DG: China charging. What's your view? People are mostly charging at home in the US. Is that viable for the Chinese consumer living in an apartment.


Elon: We've got some good solutions. WE'll talk more about that in the coming months.

= solution for city dweller/condo/apartment in all world markets = last barrier to wide acceptance of the technology.
+ supercharger build out + Model X domination of SUV market + gen 3 + solar battery storage solution......

OMG! just astounding!
 
Gigafactory: OK, where is a highly windy location in the portion of the US that gets great solar insolation? ;)

I've been thinking they will go to New Mexico to make good on dissing them by choosing to buy NUMMI after having a deal already set up for a factory in New Mexico. Plenty of sun there, and there and the Texas panhandle (just across the border from New Mexico) has some of the highest quality wind production in the world.

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Wanted to make sure all who didn't hear this that there will be NEXT WEEK a detailed release of Gigafactory information.

Yes. They will have to do that as a part of their capital raise.
 
Awesome work by callmesam btw.

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Yes. That said, they'll have to be careful about how much storage they divert, because their continuing ramp up of car production will largely be constrained by battery supplies for at least the next decade.

Unless there are pri ary resource constrajnts, I'd expect Gen 3 success to allow for veeerrrryyyy rapid exoansion.
 
There are likely very good production/demand fits with a giga battery facility coming online in say 2018. The plant output can immediately be taken up by say 60%storage/40%auto and then as Model S batteries start retiring, they can feed into the then established market for stationary applications. Eventually, the retired transport batteries fill most of the need for storage. The strategy gives me the biggest Tesla grin yet! This is an outstanding future for our battery paks. Electric utility peak shaving and deferring or eliminating combustion generation resources. FUDsters and NAYsayers will continue to do what they do. The facts will speak for themselves.
 
Oh and CNN apparently thinks the Model X is a "hybrid" lol

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