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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I'm sure this is all a huge relief to the Plaid+ reservation holders.
Now if y'all can pass on which highway their cars are "successfully" parked on so they can go pick them up I'm sure they will be relieved.
Now that someone has quoted a dictionary, can we finish now with this exercise in semantics?
For the record, neither of Squawksquare’s “rumors” were even close to being true. He’s going in the pile with Fred and Sawyer
RobDickinson
Active Member
Elon has stated he runs the latest builds, so Alpha vs test-release Beta (which he does also test pre-release). Definitely outside the normal software flow.
mltv
Member
General Motors Analysts React To Ambitious New Guidance: 'Story May Gain More Traction'
General Motors Company (NYSE: GM) shares were gaining ground Thursday after the company updated its long-term financial guidance at its investor day event. The biggest headline number from day one of the event Wednesday was GM’s updated long-term guidance. The auto giant said it plans to double...
StealthP3D
Well-Known Member
Yep, and Elon did not make a secret about what their focus will be on in an era of shortages. They are just going to do what they are already doing as efficiently and in as high of volume as possible. In other words, they are focused on continuing to financially strengthen the company as much as possible (which is what creates shareholder value). Nothing flashy here, just staying focused like a laser on the mission.
RobDickinson
Active Member
Tesla - smashes records delivers massive growth in time of shortages of well everything..
World - where are the new products???
World - where are the new products???
My unsolicited thought on communicating :"Are you doing it for you, or for your audience?"
Hopefully, these spark some joy.
xkcd: Communicating
Mouse-over: "You're saying that the responsibility for avoiding miscommunication lies entirely with the listener, not the speaker, which explains why you haven't been able to convince anyone to help you down from that wall."
xkcd: I Could Care Less
Mouse-over: "I literally could care less."
Hopefully, these spark some joy.
xkcd: Communicating
Mouse-over: "You're saying that the responsibility for avoiding miscommunication lies entirely with the listener, not the speaker, which explains why you haven't been able to convince anyone to help you down from that wall."
xkcd: I Could Care Less
Mouse-over: "I literally could care less."
StealthP3D
Well-Known Member
I know. And if he had flatly stated he doesn't get rated for safety, well that would be an entire article for Lora K. How the billionaire thinks he's exempt from safety requirements and how he's potentially endangering innocent children that just happen to live or play near his route. So he just said, "I'll find out".
Just in case y’all don’t remember where the original “Don’t Mess With Texas” came from:
One of the frustrating aspects for me of today's presentation was the lack of clarity regarding near-term production goals across Tesla's various plants. The variety of numbers presented by posters here bears witness to that. I'm not attempting to obfuscate the issue, as I certainly haven't the definitive answer, but as an example, what I heard Mr Musk say was that out of GBerlin and GTexas we could get 2 million vehicles. To me, that meant the sum of the two plants. I have heard others say 2MM from each.
These presentations are meant to clarify, not create misconstructions.
These presentations are meant to clarify, not create misconstructions.
Some comments on the stockholders meeting.
I guess this might be the last time we hear from Elon for a bit since he may not be on the earnings call.
Very impressed with the 3rd party battery appeal. Only Tesla can really guarantee that they can take cells at almost any rate. Any other auto manufacturer has to temper orders with "subject to other parts shortages". Tesla has a variety of uses for batteries beyond cars so clearly is the OEM to commit with. A key advantage for Tesla.
No discussion of the "B" word.
No mention of Optimus (curious) other than AI is getting tons of resumes.
No mention of labor shortages. It seems most of CA workforce (other than headquarters staff) will have jobs going forward and not needing to move to TX. TX must have the necessary labor supply.
No tension really and that is a very good thing. Elon seems pleased and ready to push on to the end of the year.
My read is that this was a recognition that Tesla is on plan and has Elon's confidence.
This is important and necessary because my expectation is that Elon will be spending a lot of time focused on Starship for the next year+ I think we are going to see the orbital mechanics of Mars influence the time and perhaps schedule of Tesla's expansion. A wave of a different sort perhaps.
I guess this might be the last time we hear from Elon for a bit since he may not be on the earnings call.
Very impressed with the 3rd party battery appeal. Only Tesla can really guarantee that they can take cells at almost any rate. Any other auto manufacturer has to temper orders with "subject to other parts shortages". Tesla has a variety of uses for batteries beyond cars so clearly is the OEM to commit with. A key advantage for Tesla.
No discussion of the "B" word.
No mention of Optimus (curious) other than AI is getting tons of resumes.
No mention of labor shortages. It seems most of CA workforce (other than headquarters staff) will have jobs going forward and not needing to move to TX. TX must have the necessary labor supply.
No tension really and that is a very good thing. Elon seems pleased and ready to push on to the end of the year.
My read is that this was a recognition that Tesla is on plan and has Elon's confidence.
This is important and necessary because my expectation is that Elon will be spending a lot of time focused on Starship for the next year+ I think we are going to see the orbital mechanics of Mars influence the time and perhaps schedule of Tesla's expansion. A wave of a different sort perhaps.
20M cars in 2030. 4680 cells from Kato ready for Austin. Headquarters to Austin. Blah, blah, blah...
Watch this video:
Then contemplate this slide:
Now think about the implications.
CHOAM, baby. CHOAM!
Watch this video:
Then contemplate this slide:
Now think about the implications.
CHOAM, baby. CHOAM!
RobDickinson
Active Member
Both Austin and Berlin are sized for 2m each, the current berlin plant is 1/4 the size of the footprint of the plant because thats easier to get done in Germany.
Austin is just a huge building and will get extended.
We didnt hear a peep on the refreshed model X or how that whole refresh is going etc.
TheTalkingMule
Distributed Energy Enthusiast
I hereby terminate all debate of what "dead in the water" means.
So last time we got an update, 4860 was not ready for production. Now apparently it is.
AND we have enough supply from Kato Rd to fill all Model Y demand from Austin until they ramp.
AND AUSTIN MODEL Y PRODUCTION IS HAPPENING......
I other words, the Battery Day plan is on track, works, and about to scale.
So last time we got an update, 4860 was not ready for production. Now apparently it is.
AND we have enough supply from Kato Rd to fill all Model Y demand from Austin until they ramp.
AND AUSTIN MODEL Y PRODUCTION IS HAPPENING......
THIS QUARTER!
I other words, the Battery Day plan is on track, works, and about to scale.
RobDickinson
Active Member
Is it Lucid level production or.. .shock horror Rivian level production tho??
Berlin is reportedly 500k short term possibly 2M eventually:
Tesla Gigafactory Berlin to produce up to 2M vehicles per year: German report
If Austin is similar, and the 2M full build out is accurate, that puts all four factories at 2M combined run rate by the end of next year. Then 2M just from those two, then 2M from each with >5M from all sites.
dhanson865
Well-Known Member
Not a problem bro, you just have to wait 3 months for the next quarterly call and Elon will clarify.
See, the strategy is working. Not even long timers can make a certain statement about what this company will do in the next 12months. Now think how the shorts, FUDsters and ICE manufacturers feel. Deers in the headlights! 
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