Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[Pezpunk]

"there are a few extras besides the battery stuff"

yeeeeet

 

[Singuy]

Oh F ONE MORE THING!

 

[MP3Mike]

One More Thing Confirmed

Not just one more thing, more things.

 

[Unpilot]

"How many years did we accelerate sustainability"
YES THIS IS THE KEY!

 

[TheTalkingMule]

I fvdfing love the honking!

 

[Right_Said_Fred]

Did they forget the Say questions?

 

[Pezpunk]

Elon seems comfortable talking to cars.

agree, a lot less stuttering and second guessing of word choice than normal.

 

[Unpilot]

We will begin promptly in a little bit!

 

[Todd Burch]

Beginning promptly in a little bit. Check.

 

[heltok]

Sorry to go against the general consensus, but Elon looks a bit overweight to my eyes. Fatherhood can do that to you though, been there...

Well, that went quite quick!

Don’t worry, Karpathy is working on that:
Biohacking Lite

 

[Chocochip]

Sorry to go against the general consensus, but Elon looks a bit overweight to my eyes. Fatherhood can do that to you though, been there...

Well, that went quite quick!

Wasn't that motherhood?

 

[TheTalkingMule]

So Battery Day stuff around 9:45 then?

 

[Dancing Lemur]

Putting them in cars is genius advertising. That will be mentioned many times in coverage. I just wonder about the folks behind the dinky trees — did they get a discount for obstructed view seats?

And the intermission would have been perfect for a Smashmouth set. C’mon Elon.

 

[Cosmacelf]

Sorry to go against the general consensus, but Elon looks a bit overweight to my eyes. Fatherhood can do that to you though, been there...

I think you're missing that he was worse six months ago. It wasn't looking good for a while. He looks much better. And it was production hell that did it to him.

 

[LN1_Casey]

Did they forget the Say questions?

The SAY questions are for the Battery Day segment.

Also,

Tesla's Master of Ceremonies: Please stay near the cars, we'll begin shortly.

People in the cars: *IMMEDIATELY SCATTER*

 

[smorgasbord]

I fvdfing love the honking!

Too bad we didn't know ahead of time - we who are not there could have setup to watch is our own cars and honk on the streets.

Would be pretty loud here in NorCal. Other areas, too.

 

[LST]

I just love this nerd guy Elon
amazing

proud to be part of it since 2009 ( roadster 2.0)

 

[StarFoxisDown!]

agree, a lot less stuttering and second guessing of word choice than normal.

I'm totally fine with all future shareholder meetings being in cars

 

[Reductionist]

Notes from the annual shareholder meeting
(everything I thought was significant in one post, to avoid clutter)

- Shanghai over 1M annual production over time
- "I think the future looks very promising from an annual profitability standpoint"
- Tightening supply chain major factor in achieving consistently positive FCF
- probably 30-40% deliveries growth in 2020 vs. 2019 => 478k-515k deliveries
- Tesla manufacturing injury rate below average, improving quickly
- Autopilot was stuck in local maximum => slow improvement, rewrite necessary

- now labeling in video
- dramatically more advanced software on the car
- step change in capability​

- Texas even faster progress than Berlin

 

[Singuy]

Putting them in cars is genius advertising. That will be mentioned many times in coverage. I just wonder about the folks behind the dinky trees — did they get a discount for obstructed view seats?

And the intermission would have been perfect for a Smashmouth set. C’mon Elon.

Pretty sure that person is watching it on youtube live.