More info, and no drama. I like it!
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
It's because they were reading from a sheet of paper!! You couldn't hear that in their tone? BORING. Put Elon back on.
RobDickinson
Active Member
No questions on selling cars in places like Texas directly even though its the companies headquarters now
No questions on X/S ramp
No questions on X/S ramp
The Accountant
Active Member
Sounds like management is bullish on FSD and Zach just alluded to price increases in the future improving margins.
The best news i have heard so far.
The best news i have heard so far.
Krugerrand
Meow
SP was almost even when Zach finished his opening statement and since it’s been slowly bleeding. I don’t care, just observing.
RobDickinson
Active Member
The amount of increased demand for EVs and Tesla took Tesla execs by surprise. .. :O
You know, you keep seeing all these companies coming up with a buncha prototypes of future models, and they have great specs... but what you need to keep in mind, and many people don't realise this: building a prototype is easy. Anyone can do it. But ramping that up to volume production is hhhhhhard! My hat is off to all manufacturing experts, I mean... man! It's like... if one part out of 10,000 is not available from the supplier, or... just like, anything, really... USB sockets! And you can't ship the cars, the whole line grinds to a halt, and you gotta wait for those sockets! So... but yeah... and Tesla is working really hard to increase the production volume, but what you need to remember is that ramping production volume starts off as an exponential, which then changes to a linear, and then tapers off with a logarithmic curve, so essentially like an S curve, but depending on where that inflection point is, it can shift the rate by a lot at any arbitrary point in time.
But going back to your question, we can't really be more specific about when the first vehicles with structural packs will be delivered.
Krugerrand
Meow
Too much realistic talking. His opening statement was entirely positive, SP went up. All this talking now is actually a mixed bag of reality that is allowing doubt to creep in, SP keeps bleeding. It’s psychology or at least the ‘appearance’ of psychology.
Krugerrand
Meow
Pezpunk
Active Member
Tesla really pushing the envelope technologically with these analysts, expecting them to manage their own mute button.
Todd Burch
14-Year Member
LOL yeah I can't understand how all these high-paid analysts can't seem to figure out the mute button stuff...
And we keep thinking they are smart!!
willow_hiller
Well-Known Member
This call is calmly and professionally hammering more nails in the TSLAQ coffin.
How many times have we heard that Elon is trying to rush out FSD so they can recognize the deferred revenue? And on the call they said they have not recognized any additional revenue from FSD beta.
How many times have we heard that Elon is trying to rush out FSD so they can recognize the deferred revenue? And on the call they said they have not recognized any additional revenue from FSD beta.
OMG! That was a dick comment.
consider the source.
the only reason these clowns are allowed to speak is because “your leader” isn’t there.
his price target was just raised last week from $230 to $300 haha
what an a$$!
Todd Burch
14-Year Member
Wait, we do? Maybe a couple of them...
StealthP3D
Well-Known Member
they sure have a lot of brass when big bad elon isn’t around to bully them haha
Knightshade
Well-Known Member
Ah...THERE is the Q quote they're gonna jump on... we shouldn't expect delivery from these new factories before end of this year.
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