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

[j6Lpi429@3j]

Sounds like elon has been deliberately pausing the semi for quite a while due to the cell gap. No wonder he is so keen to ramp up cell production. More and more, teslas entire business is just the story of how rapidly they can churn out battery cells.

 

[MABMAB]

Elon on point today! That Rogan Reefer must be out of his system.

 

[Boomer19]

FINALLY! Question on 2021 guidance.

Zach wanted to punt it, but Elon stated "in that range" when asked if 800k to 1M cars.

he said,
“you’re not far off” to pierre

 

[Cherry Wine]

Is it just me or are they fielding more questions today?

 

[engle]

In response to a question about long-term growth of battery production:

"If you keep doubling things pretty soon you reach the mass of the Universe and you have to convert Jupiter into cells". [mic drop]

- Elon Musk, 10/21/2020


OT personal note: wife agreed to get Roadster II if price is over $600 when it is available, except she thinks we should lease it so I can return it in case I get bored with it. LMFAOOO (Out to Orbit)!

 

[insaneoctane]

Sounds like elon has been deliberately pausing the semi for quite a while due to the cell gap. No wonder he is so keen to ramp up cell production. More and more, teslas entire business is just the story of how rapidly they can churn out battery cells.

How could he not be? They've been cell constrained for awhile and semi is quite cell hungry per vehicle.....

 

[Boomer19]

solar roof is a killer product. that will become clear next year - EM

 

[insaneoctane]

Great quote. "We are an order of magnitude more vertically integrated than other auto companies. If we're not now, we soon will be." -Elon Musk

 

[engle]

Approximately doubling stationary storage. Not bad, but I'd like to see higher aspirations for this piece considering how important it is to the energy transition. Why are we paying down debt rather than starting two more Chinese Gigafactories tomorrow?

You cannot trust Xi.

 

[JRP3]

Ben Kallo challenging Jonas for irrelevant question king...

 

[MP3Mike]

Is it just me or are they fielding more questions today?

I think they normally run the meeting at about an hour. They were just more efficient with questions, particularly because of Say.com.

 

[brianhn1]

"Horses are already autonomous, haha" - Elon Musk

Profound. Legacy auto manufacturers, drop everything, you messed up.

 

[SOULPEDL]

Semi has same FSD technology as autos... did I hear that right?
I bet it will cost more than $8K. I'm guessing $40K based on 5x car batteries in the Semi.

 

[Boomer19]

good question by phillipe from jeffries

given Aus savings, seems you could sell grid solutions for higher prices

elon - yeah, probably

 

[CyberDutchie]

If Adam Jonas wants to make a chance of ever been taken seriously by Elon, he will first need to update his valuation of Tesla. It’s abundantly clear AJ does not understand how Tesla is different from established car companies. Elon could not have been more clear explaining that on this call.

 

[Sparky4life]

Sounds like elon has been deliberately pausing the semi for quite a while due to the cell gap. No wonder he is so keen to ramp up cell production. More and more, teslas entire business is just the story of how rapidly they can churn out battery cells.

Sounds like it is also defining and building out the megacharger network. Jerome: "350kw is not enough"

 

[MP3Mike]

good question by phillipe from jeffries

given Aus savings, seems you could sell grid solutions for higher prices

elon - yeah, probably

But Zach? confirmed that they are still getting revenue from the Aus. energy storage installation. So if they had sold it for more, they would get less over time.

 

[M|S|M MYP]

The numbers are mind boggling....Can't wait to see what Q4 has in store ...and of course you have AJ with his retard questions and comments.

 

[Boomer19]

Sounds like elon has been deliberately pausing the semi for quite a while due to the cell gap. No wonder he is so keen to ramp up cell production. More and more, teslas entire business is just the story of how rapidly they can churn out battery cells.

it’s been that way for years now

people will be asking, for years to come, what about this product, and this product, and this product??
from tesla and any other potentially decent manufacturer to come, the answer will be, we need batteries, otherwise they’d be to market.

this likely won’t change for 10+ years

 

[Cherry Wine]

Very impressed with today's numbers, call, and earnings release from top to bottom. Great job Tesla!