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

[TheTalkingMule]

What Elon is saying is HUGE about re-wiring for powerwalls/solar.

This will pass over most people's heads, but this is HUGE for install time.

Example, in our house Tesla had to re-route EVERY SINGLE circuit from the main panel to their own new panel. The new setup allows them to bypass that kind of installation and instead to essentially put the PW2's+solar in line with the main grid entry point and not touch the main panel.

One example is a 5 day install for my house early on, this part of the install was at least 1/2 of that time.


TL;DR - this will let Tesla and 3rd party installers to ramp up installations. And I bet (my take) is that it will allow for implementation of possible Vehicle 2 Grid and Virtual Power Plant operations.

As someone who doesn't really need storage, I'm excited they're thinking of a single PW more as a buffer than mass storage. High power means probably less switching modes and a more seamless experience.

The ability to basically be a utility. PW and Tesla-made solar inverter combined.

I'm loving that they've done literally zero prep for this call. There's a baby crying. Hilarious!

 

[uujjj2]

Is there any real-time transcript of the earnings call? Or even a live blog?

 

[ByeByeJohnny]

Btw he just gave guidance. He said we have over a million cars, next year it will be over 2million.

The Toyota Corolla sold 1,480,000 in 2019.

So in 2022

model y: 1,500,000
model 3: 500,000
cybertrucks: 100,000
model 2: 200,000
roadsters: 5,000
semis: 5,000
edit forgot
models s/x: 120,000

total 2,430,000

 

[Silentk]

Steering wheel in that recent crash was deformed - ie someone WAS in driving seat.

 

[The Accountant]

Steering wheel in that recent crash was deformed - ie someone WAS in driving seat.

"Someone was in the driver's seat at time of crash and no seat belt was buckled" that's what I thought I heard.

 

[thx1139]

Steering wheel in that recent crash was deformed - ie someone WAS in driving seat.

How does that proof this. Not saying false, just trying to say a deformed wheel would proof someone in the seat? Impact?

 

[2Pearls]

Hi

Is there any real-time transcript of the earnings call? Or even a live blog?

Right on the conference call. They have real time.

 

[redan]

The Toyota Corolla sold 1,480,000 in 2019.

So in 2022

model y: 1,500,000
model 3: 500,000
cybertrucks: 100,000
model 2: 200,000
roadsters: 5,000
semis 5,000
total 2,300,000+

Don't forget about S&X!

 

[JRP3]

"Steering wheel in the crash was deformed" suggesting that someone was in the drivers seat.

 

[uujjj2]

Hi

Right on the conference call. They have real time.

Don't want to listen to the audio. I'm working and I'd rather have scrolling text I can check every few minutes.

 

[Cape Coddess]

Is everybody listening to classical now on tesla.com or is it just me?

 

[MABMAB]

Ok, no more land goes to nuclear!

 

[MABMAB]

Is everybody listening to classical now on tesla.com or is it just me?

press play

 

[Tyler34]

You could tell Elon had that vampire joke in his head and was laughing at it before he said it.

 

[bkp_duke]

ROFL @ Elon giving equations and schooling all these financial types (they just don't care).

 

[Cape Coddess]

press play

I only have a pause and when I press it the music stops. I press play and the music starts. Are they still talking?

 

[gene]

Elon basically confirming Tesla Virtual Power Plant is happening now.

Yes, in fact my house is currently part of a VPP pilot program.

 

[Unpilot]

I only have a pause and when I press it the music stops. I press play and the music starts. Are they still talking?

Yes

 

[wooter]

I only have a pause and when I press it the music stops. I press play and the music starts. Are they still talking?

Skip to the end or click the Live indicator.

 

[Prunesquallor]

Don't want to listen to the audio. I'm working and I'd rather have scrolling text I can check every few minutes.

Don’t want to listen to the audio. I’m working (on my second margarita) and I’d rather have scrolling text I can check every few minutes (between sips).