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

[cliffski]

LOL. Jonas is like the mid-call comedy sketch.

 

[space_s3x]

Rob's reactions on his live stream rn

 

[mejojo]

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

Would you therefore give me 1000:1 odds on a bet? How about 100:1?

 

[MP3Mike]

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.

The only difference would be that the person might have paid ~$5k for FSD and current price could be ~$10k. And you wouldn't get the full $10k value in trade-in, so it would potentially reduce FSD revenue.

 

[Big Time]

I can’t get over Jonas.....what a complete tool. He’s probably sitting in an empty room with his shirt tucked in and gel in his hair. Pro

 

[Mo City]

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?

He said storage would double next year and accelerate after that. What more do you want?

Be patient on more Chinese GFs. I expect them to announce one by late next year or early '22 similar in scale to Tera Austin.

 

[insaneoctane]

Jonas was looking for this….

(and DIDN'T get it!)

 

[hershey101]

Haha overeager elon just confirmed 850k-1m cars in 2021

 

[bkp_duke]

FINALLY! Question on 2021 guidance.

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

 

[Cherry Wine]

Haha overeager elon just confirmed 850k-1m cars in 2021

That's a stretch based on what he actually said. But that's clearly in the ballpark of their goal.

 

[mulder1231]

FINALLY! Question on 2021 guidance.

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

They will be able to more accurately forecast on Jan 21st next year,

 

[Chunky Jr.]

I was expecting Adam Jonas to ask another follow up about whether Superman could kick Batman's butt

 

[bkp_duke]

They will be able to more accurately forecast on Jan 21st next year,

Right . . . but Elon dropped a big hint there.

 

[Sparky4life]

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.....

Yep.

Tesla: We are happy to offer you $40k for your Model 3 tradein!
Me: Can I transfer my FSD to my new car?
Tesla: Sure! We are happy to offer you $32k for your Model 3 tradein!

 

[hershey101]

Does this sound right?

Deliveries:
2021 ~900k
2022: ~1.4m
2023: ~1.9-2m
2024: ~2.8-3.1m
2025: ~3.8-4.2m
2026: ~5.7-6.3m
2027: ~7.5-8.5m
2028: ~11-12m
2029: ~15-16m
2030: ~19-21m

 

[cliffski]

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)!