General Discussion: 2018 Investor Roundtable

[Cosmacelf]

30% to 40% battery improvement in same sized battery pack is achievable (2-3 years). 6-8 years to double volumetric energy density.

 

[Cosmacelf]

I'll try to post pictures from slideshow later. TMC is having problems with uploaded pictures...

 

[Cosmacelf]

Can someone at the Meeting please ask about Carplay or Android Auto?

 

[hockeythug]

That guy had some hard-hitting questions. JB is safe though!

 

[Wnuk]

Great question about JB, not going anywhere

 

[Cosmacelf]

Tesla energy is still double digit negative margins. Deepak said that as volume scales every quarter we will see improvement. Elon says targeting 20%-30% gross margins. Will happen later this year or early 2019.

 

[Cosmacelf]

Elon: "I think I have issues with 'time'".

 

[Cosmacelf]

"But I'm working on it..."

 

[Cosmacelf]

Motorcycles? Elon says: Nope. (not safe).

 

[hockeythug]

News tomorrow: "Musk, admitted motorcycle hater"

 

[Unpilot]

How does a guy with 10 shares get to this meeting and ask a question?

 

[hockeythug]

How does a guy with 10 shares get to this meeting and ask a question?

He pretty much blew the perfect game in the bottom of the 9th with that question. Much better than prior meetings.

 

[Cosmacelf]

Relied too much on tier 1 auto manufacturing integrators (which screwed up). Will internalize those going forward, will use Tiers 2 and 3 suppliers going forward. Ie. they will do robotic integration in house going forward.

 

[JRP3]

Great meeting, minimal bonehead moments.

 

[RobStark]

In the last five seconds Elon says no more Tier 1 Suppliers? Will internalize all that work and will just have Tier 2 and Tier 3 suppliers. Wow

Also wow re sub Model 3 car.

He has insisted for years sub Model 3 car not needed with FSD and Tesla Network.

Honda Civic/Toyota Corolla killer within 5 years?

 

[diatz]

Welcome diatz.

I wonder if it might be styling queues from the Crew Dragon capsule.

Or maybe a Starman onesie?

Thanks! I just don't think Elon would be hyping SpaceX tech at both the unveiling and now, unless it's actually impressive tech. Styling queues don't seem important enough to hype - that would just leave us disappointed when it's unveiled. Maybe it's not "likely", but I just wanted to get on the record in case I'm right. It's within the realm of something SpaceX could do - and I don't think anything ever became of the James Bond Lotus Elise project Elon had a few years back. I'd love to hear more guesses though!

 

[JRP3]

I'd like to take her out for a burger sometime

Me too.

 

[ZsoZso]

Elon really should have assured her that no Tesla car has leather in the gear-shifter!
since they have only a single gear and no need for gear shifter

 

[RobStark]

Me too.

Didn't know they had those at Fat Burger, have to give a try.

 

[electracity]

30% to 40% battery improvement in same sized battery pack is achievable (2-3 years). ............

This is why the semi is doable.