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

[cliffski]

mainstream analysts still dont understand rapid growth. They just arent used to seeing it in manufacturing.

 

[brianhn1]

Some Tesla folks on the conference call, that deserves some credit besides Elon and Zach:

RJ Johnson, Energy Operations,

Carl Peterson, Sr. Director of Energy HW,

Drew Baglino, SVP Powertrain and Energy Engineering (Battery Day)

Was there anyone else?

 

[PlaidCPA]

Zach mentioned spending money on 2021 and 2024 convertibles. !!!

 

[bkp_duke]

OMG . . . solid state question . . . moron "analysts" . . .

 

[MTL_HABS1909]

I feel like in the past we would have been up 10% AH by now (only to give it up the next day). It seems like someone is trying to cap it, which might mean it actually goes up tomorrow instead of down....

Agree that it’s being capped, but disagree that it goes up tomorrow. I’m 99.9% sure we’ll be red tomorrow.

 

[Rockster]

The biggest thing here, is if you transferred it to your new vehicle, it would reduce the value of your used vehicle which would lose it.....

My thought is that transferring FSD to a new vehicle would be allowed only when trading a Tesla in on another Tesla. Since Tesla is going to remove/resell the FSD option when they resell the trade-in, it's not really going to change the resale of the trade-in in this model.

 

[cliffski]

tommorow will predictably be a battleground, but what happens friday or monday will be more telling.

 

[willow_hiller]

What a tease about TSLA solar next year!

Missed this one... What was teased?

 

[Sparky4life]

Not sure if noted, but energy storage revenue was 759 million. A 3 billion dollar company within the company only limited by supplies to build product. Q4 could be the first billion dollar quarter for TE.

**TE is only 558 million. The 759 was MWh deployed. Still over 50% quarter over quarter growth, which would peg Q4 about 750-800 million for TE.

Shanghai is now producing at capacity? Did they just say they’re build ~5000 MIC Model 3s a week? They have added a 3rd shift for MICM3, will they project increased capacity goals?

I ordered 2 Powerwalls two months ago and it's still in the 'We're preparing your payment details' state. I can't get them to take my money.

 

[bkp_duke]

Ugh . . . Adam Jonas

Lidar question AGAIN. . .


"If LIDAR was totally free, would you use it?"

Elon - "I don't think so"

 

[EVMeister]

FFS Jonas with the LIDUH.

 

[Cherry Wine]

Jesus, what a stupid question about LIDAR.

OMG the follow-up question is somehow even WORSE.

 

[cliffski]

woohoo! jonas in the house! LIDAR!!!!

 

[JRP3]

Johnas

 

[kengchang]

Jonas.......Lol

FREE LIDAR? Elon : NAHHHHHHH

 

[insaneoctane]

Ha! Adam J asking Elon if he'd want LiDar if totally free! Ha!

 

[Big Time]

Oh man Jonas is a idiot. Waste of time.

 

[hershey101]

Lol why do they allow Jonas. Someone please buy all of their shares and take this moron off the call.. He's been asking stupid questions for 7 years now.

 

[MartinAustin]

Adam Jonas completely wasted his questions

 

[Kenypowa]

Oh man Jonas is a idiot. Waste of time.

Always asking the relevant question such as Jeff Bezos.