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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
EM said something like“Long term should have one vehicle in each segment” in response to the question about the camper van.
So glad he said this.
So glad he said this.
We'll see about tomorrow, but we often tank 'on the news', so this AH isn't awful.
larmor
Active Member
News to me as well. This is really important to know-- any leads on which new home builders?
TheTalkingMule
Distributed Energy Enthusiast
Elon seems very calm and unstressed, which is always a huge thing for me.
4860 going right into Model Y in Austin is awesome. And it doesn't sound like it'll hold up ramping there. Great news from a product standpoint.
So basically, once all these covid supply disruptions begin to fade, cell production at Austin and Berlin will begin to scale. Perfect timing.
Sounds like everything is going to plan......while the rest of the industry slowly implodes.
4860 going right into Model Y in Austin is awesome. And it doesn't sound like it'll hold up ramping there. Great news from a product standpoint.
So basically, once all these covid supply disruptions begin to fade, cell production at Austin and Berlin will begin to scale. Perfect timing.
Sounds like everything is going to plan......while the rest of the industry slowly implodes.
A new Austin community will come standard with Tesla solar panels and batteries
A new housing development will be built with Tesla solar roofs and Powerwall batteries.
qz.com
Tesla signs deal with new home builder to outfit whole community with solar, Powerwall, and chargers
Tesla has signed an agreement with new home builder Alset EHome to outfit a whole new community being built with...
electrek.co
JusRelax
Active Member
Thank you! IMO, this is very exciting. Hopefully this project ends up being wildly successful and helps to spur other new home builders to do the same.A new Austin community will come standard with Tesla solar panels and batteries
A new housing development will be built with Tesla solar roofs and Powerwall batteries.
The crazy thing is that, based on this shareholder meeting, Tesla still seems like a startup even at this scale.
I sort of missed what he said on CT production (was quite a few Qs ago). I think he basically confirmed the current schedule: Production starts EOY 2022, Volume Production 2023?
RobDickinson
Active Member
MartinAustin
Active Member
* 50% increase in production output at the Fremont factory. That's pretty nice.
* Austin factory not switching to the backup plan to use 2170 batteries. Production will begin from the outset with 4680. Is that correct?
* Tesla Insurance will start in Texas next week.
* Austin factory not switching to the backup plan to use 2170 batteries. Production will begin from the outset with 4680. Is that correct?
* Tesla Insurance will start in Texas next week.
Tesla insurance rolls out to Texas next week. Aspire to roll out to all of US next year.
RobDickinson
Active Member
Like any of us that dont need the buttonEM too ashamed of his safety score to reveal it
Knightshade
Well-Known Member
Summary of relevant stuff I heard... none of it super surprising, but some certainly less...enthusiastically bullish...than some speculation I've seen lately:
HQ moving to Texas, will still be doing production in CA and expanding.
CT end of 2022 to start, volume production in 2023
Semi and roadster not till 2023 he thinks
No 4680 other than Kato this year, 4680 production in Texas next year
Austin "by end of year" for Y (fed by kato sounded like), volume by end of next.
MIGHT start scouting for locations next year for new factories, maybe make a decision in 23 for location...meantime expand existing further including 50% in CA but space is very tight.... which to me reads as 2024 earliest before initial production would start for any new plant, volume 2025... bit later than many have speculated.
No plans for dividends, reiterates it means you're out of things to invest in internally
No plans for a split at this time- later maybe
Tesla insurance live in Texas next week, aspirational nationwide next yet but challenging for 50 states regulation
ATV probably will be made in Texas
HQ moving to Texas, will still be doing production in CA and expanding.
CT end of 2022 to start, volume production in 2023
Semi and roadster not till 2023 he thinks
No 4680 other than Kato this year, 4680 production in Texas next year
Austin "by end of year" for Y (fed by kato sounded like), volume by end of next.
MIGHT start scouting for locations next year for new factories, maybe make a decision in 23 for location...meantime expand existing further including 50% in CA but space is very tight.... which to me reads as 2024 earliest before initial production would start for any new plant, volume 2025... bit later than many have speculated.
No plans for dividends, reiterates it means you're out of things to invest in internally
No plans for a split at this time- later maybe
Tesla insurance live in Texas next week, aspirational nationwide next yet but challenging for 50 states regulation
ATV probably will be made in Texas
Maybe one day do an electric plane. Now that would be incredible.
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