I am happy to see TSLA restored to today's closing price, after it dipped in the after-hours. Now it only really fell by the same amount that the Dow/Nasdaq fell... i.e. Tesla Motors was not an influence on TSLA at all, even with the nervousness that often dogs it on the day of an ER.
I personally think TSLA will rise tomorrow, once the powerful statements in the conference call can be digested. Elon was almost thumping his chest like King Kong, he is so confident of success. (and he is not known to overstate)
I was unhappy that so much time was wasted on discussion of fuel cell vehicles. I hope that is the last time they entertain questions on it during a conference call... it has nothing to do with TSLA stock.
"there are things going on in R&D that we haven't revealed, so the costs are better than they appear"
* undoubtedly the autonomous driving features
* government conversion of vehicles to electric (military as well as civilian)
* pick up truck prototype
Model X appears to have slipped a little bit more, if they are now talking about "quite a few production validation vehicles in Q1 2015." I think we heard in the last ER that the first customers would be getting vehicles in Q1, with volume deliveries in Q2. Sounds like a bit of a slip to me. But like he said, they are going to be ramping up quick and they are probably nervous about screwing it up.
Hearing "annualized 100,000 cars/yr" was amazing (even if it is only in the final week of 2015). Tesla are going to be striking some serious fear into the minds of the competition pretty soon.
Model S is now "at least a few hundred pounds" less than it was to begin with - wow! I was listening to this and expecting him to say 50lbs or 100lbs max. That is a serious difference. I would like to test the 0-60 on a current car
I was unhappy to hear no news on battery pack swapping. I would love to know that the reason for the trail going cold (more than a year after the June 2013 demo) is simply that they don't want to be equipping swap stations with multiple unused batteries for the simple fact that each unused pack prevents them from selling a car. Once the Gigafactory is online and they can produce excess batteries, the pack swap feature will make a return. That would make a lot of sense. The lack of updates is just disappointing.
(Someone above was discussing current battery costs... I think $180/kWh is the current consensus these days.)