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

[ByeByeJohnny]

It wouldn't be Elon if he didn't follow a fantastic report by talking mostly about problems.

 

[Knightshade]

Technical challenges on 4680 NOT all solved yet, but great progress has been made.

Elon says they have a backup plan to use 2170 and non structural pack on Austin/Berlin Y if need be-- suggesting that will NOT necessarily gate starting up the new factories

 

[dl003]

It wouldn't be Elon if he didn't follow a fantastic report by talking mostly about problems.

Please.
I need him to keep the SP low till tomorrow morning.

 

[RobDickinson]

He's an engineer at heart, problems are the thing in front of him, fixed things are behind and almost forgotten about

 

[ByeByeJohnny]

Please.
I need him to keep the SP low till tomorrow morning.

Looks like you're in trouble. Elon only managed to talk it down $3. Now Zach is making sure we go back up.

 

[madodel]

Bloomberg finally mentioned TSLA. Guess what the focus was... Elon's comments about lack of chips causing delays.

 

[RobDickinson]

Bloomberg finally mentioned TSLA. Guess what the focus was... Elon's comments about lack of chips causing delays.

"Wilkins , find me something we can misrepresent, stat!"

 

[SMAlset]

Right!? It’s just never quite good enough. The more they do, the more that’s expected of them. It’s a matrix all unto its own, where the rules are different, the goalposts have legs and Tesla is dammed it if does and damned if it doesn’t. Isn’t life wonderful?

Honestly, watched CNBC all during Apple’s climb up and see the same. At some point they couldn’t hit on the same points and had to embrace because they just looked clueless to investors. Figure same will happen here. I realize they like trading in and out but long term hold here so just watch them with some humor from the sidelines.

 

[SMAlset]

Bloomberg finally mentioned TSLA. Guess what the focus was... Elon's comments about lack of chips causing delays.

Like no one else is experiencing these issues. At least Tesla makes some of its own chips.

 

[Big Time]

This record is skipping

 

[MABMAB]

Repeat of manufacturing difficulties again: Shock collar #2. Stay on property lines dude!

 

[wipster]

Boy that's not pointed at Lucid at all...

 

[RationalOptimist]

for someone as smart as Elon, it's amazing how often he repeats himself. I think I've heard the tale about difficulty of manufacturing scale up > a dozen times.... ;-)

 

[Unpilot]

You want honesty....you get honesty with Elon.

 

[H Mak]

Anyone know whether building a prototype or volume manufacturing is the more difficult?

 

[Krugerrand]

Can't just whip out a chip factory (but you know he's thinking about doing it).

 

[Knightshade]

Elon just explicitly dismissed building a fab as a fix to this issue- maybe he's reading this thread in between sentences.

 

[Big Time]

I wonder if Elon has an opinion on whats harder: prototypes or volume production

 

[StarFoxisDown!]

Elon sure doing his best to give others a chance to buy in tomorrow for less than what the share price closed at today lol

Tesla battery suppliers doubling output in 2022......Elon immediately breaking this down way more than needs be. This level of breakdown and caution really isn't needed when offering future guidance that's 6+ months out

 

[Knightshade]

Cell suppliers tracking to double production to Tesla in 2022- aim is to be able to make intended vehicle growth while ALSO increasing supply for energy storage.