It's been like that since 2014 or so. Which is why they built giga Nevada. And will probably remain like that for the next decade. Which is why they are now building their own factories to make cells.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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It's been like that since 2014 or so. Which is why they built giga Nevada. And will probably remain like that for the next decade. Which is why they are now building their own factories to make cells.
Cherry Wine
Supporting Member
This was a great response for several reasons: doesn't give investors concerns that guidance is dependent upon a potentially difficult technology ramp (perhaps giving some investors flashbacks to the Model 3 ramp), and doesn't cause consumers to put off purchases in the near term for hopes of buying a superior product.
The CFO did mention that FSD revenue recognition in 3Q was minimal (like $10M).
ER has been a great payback for waiting +4 years for this stock to pop
Amazing results and a great call but the best is I expect Q4 to be better and 2021 a year with 900k to 1Mio production vehicles. Not to mention TE is finally ramping closer to the steep part of the S curve.
Lots of gems in the call that deserve more attention
Future looks awesome and predictions to come true
Amazing results and a great call but the best is I expect Q4 to be better and 2021 a year with 900k to 1Mio production vehicles. Not to mention TE is finally ramping closer to the steep part of the S curve.
Lots of gems in the call that deserve more attention
Future looks awesome and predictions to come true
If I'm remembering this right, Tesla said they expect to recognize like 500-600 million in FSD deferred revenue in the 2nd half of 2020. On the earnings call, Zach said they only recognized an additional 10 million in Q3. So if they get this FSD build out to wide release before the end of the year, it's correct to assume Tesla will recognize an additional 500 million or so in profit, correct?
- Mar 24, 2013
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That got to re-thinking my reaction to that German bureaucracy coming down on Tesla’s use of term “Autopilot”:
By their own admittance, they likewise have to ban the use of the term “Automobile “.
By their own admittance, they likewise have to ban the use of the term “Automobile “.
It's still very much a big if (think Elon time), but I think, yes. Personally, I wouldn't expect it until 1Q21 at the earliest.
- Mar 24, 2013
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I liked everything about your post except for the final sentence, as I’d have written it as “So why is Tesla’s market cap so low?”
What other CEO, when asked a question about factory production would say "It starts off exponential, becomes linear, then turns logarithmic. It's like sliding 10,000 S curves onto the x-axis"?
I have no idea what he's talking about, but I love it.
These earnings calls have become part of my calendar, alongside Christmas, daughters birthdays, cup final day etc. Beers drunk, headphones on, notes taken, spreadsheet updated. After each one I go for a wander round the garden and ask myself the same question - am I still comfortable having 50% of my lifetime savings tied up in this one company? Every single time it's the same answer, a big banging Yes.
I have no idea what he's talking about, but I love it.
These earnings calls have become part of my calendar, alongside Christmas, daughters birthdays, cup final day etc. Beers drunk, headphones on, notes taken, spreadsheet updated. After each one I go for a wander round the garden and ask myself the same question - am I still comfortable having 50% of my lifetime savings tied up in this one company? Every single time it's the same answer, a big banging Yes.
What is conspicuously missing on that slide is the simple Lithium extraction process - the one item that was on the battery day that got the most skepticism & ridicule.
bkp_duke
Active Member
Pretty sure that just because the pack is "structural" doesn't mean it is not modular/replaceable.
Besides, having worked on a few Tesla Model S's, I can say if the impact has enough force to damage the pack like that, the car will 100% be totaled.
insaneoctane
Active Member
I have been struggling keeping some dry powder for a post macro correction buying frenzy. I almost used some this week. If the stock goes down tomorrow, I'll struggle even harder...
- Mar 24, 2013
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Please take to heart Mr Musk’s admonitions about how sensitive to the slightest perturbations the middle portion of an S-shaped curve is. Rather, look to the long term and ignore the mid-term - and, of course, the short-term. That is why so many in this forum adhere to the HODL Principle.
insaneoctane
Active Member
I guess the right way to think about this is if Tesla really does get the cell price down 56% per plan, then it's cheap enough to be replaceable (unlike today)
bkp_duke
Active Member
Same position.
I'm strongly considering liquidating some other assets . . . but I've historically been conservative with my investments and letting TSLA grow to such a large portion of the portfolio gives me pause.
0 World problems (I wouldn't even call this 1st world, but something "above that". Would that be 0?).
The question I find so hard to understand is....how can it be that more people can't see what is standing right in front of them?
I mean sure the ones paid to not see it...or see it and know it is inevitable so their only hope is delay.
But are there really that many of those?
I mean sure the ones paid to not see it...or see it and know it is inevitable so their only hope is delay.
But are there really that many of those?
1mm production may be possible.
but delivering is another logistical challenge altogether.
i’d say keep the 2021 projections to 800-850k, which is still 60-70% growth
or better yet, wait for tesla to tell us after q4 like zach said
but delivering is another logistical challenge altogether.
i’d say keep the 2021 projections to 800-850k, which is still 60-70% growth
or better yet, wait for tesla to tell us after q4 like zach said
Chunky Jr.
Supporting Member
“It is difficult to get a man to understand something, when his salary depends on his not understanding it.”
- Upton Sinclair
Artful Dodger
"Ducimus, lit"
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