The shareholder deck said this "Recent equipment upgrades will enable us to continue to increase our production rate further." They always lag behind Shanghai's capacity and just use a "greater than" symbol.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
That was the first call I can remember where Elon didn't say something that made me completely cringe and look for the SP to drop during AH trading.
Frankly, I was impressed Elon didn't lose it when that one analyst kept asking about demand. *I* was losing it. GIVE IT UP for God's sake.
Elon on lithium refining “if our suppliers don’t solve these problems, then we will.”
Yeah, that entire answer rambled on for way too long, and that (“if our suppliers don’t solve these problems, then we will.”) was the only answer needed on that question. And it's accurate too. Tesla has shown time and time again that when they see a looming supplier problem, they solve it.
Yes, this was the most important number to come out of the call, IMHO. It means 50+% YoY growth is in the bag, assuming no other outside problems.
Elon: "Start a business to refine Lithium... Guaranteed Success!"
OK, so what do we need? Dirt, salt, water, boilers... filters... metrology... what else?
(Somebody make this into a kit please, then we can all ship it to Tesla, lol.)
OK, so what do we need? Dirt, salt, water, boilers... filters... metrology... what else?
(Somebody make this into a kit please, then we can all ship it to Tesla, lol.)
StealthP3D
Well-Known Member
Have you met these "highly trained" beta testers? Who are they and who trained them to such a high level?
Artful Dodger
"Neko no me"
iirc then Shanghai was listed with >450k in the Q1-deck, but with >750k in the current deck .. or am i remembering wrongly?
Zach: "Maybe there's less orders? It's immaterial"
Analysts:...You mean there's a decline?...AH HA!@!@#@!@#! Everyone crack open those champagne bottles! Busted Growth STORY!
StealthP3D
Well-Known Member
Did the demand questions remind you of @Cosmacelf in 2019? I know I would just about lose it back then every time someone brought up the impending "demand problem".
In 2019
On today's call Elon said they were working on fixing their demand problem by increasing production and they hoped to get demand to finally match production at some point in the future. He said it's irritating when you order some food in a restaurant, and they tell you it won't be ready for three hours. Ideally, demand is aligned with production and that is the situation they want and are aiming for. They can't do that right now because they can't just keep raising prices to absurd levels, so they have to continue to solve the demand problem by increasing production.
It's a good "problem" to have. And who would have guessed Gordy would have been right about the impending "demand problem"?
Great call.
No significant BTC impairment.
No misplaced comment from Elon.
Bull trend already developing in the QQQ.
Now it is time for hedge funds and smart money that were waiting on sideline to jump in
No significant BTC impairment.
No misplaced comment from Elon.
Bull trend already developing in the QQQ.
Now it is time for hedge funds and smart money that were waiting on sideline to jump in
That's a good range...Predictions on SP by EOW? $800? $2000?
BrownOuttaSpec
Active Member
Ooooh. That hurts! Have you got some sort of list of people who said stupid things? How/why did you find a quote from me from 2019???
Just to defend myself, that quote was talking about Model X demand which Elon himself said was dropping, and he himself didn't know why. (Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable). So, yeah, there was indeed a demand problem with Model X in 2019. So suggesting a fix for it wasn't out of line. Of course, in hindsight the real answer was that Tesla in the end didn't give two shits about Model X demand since Model 3/Y basically became the company, something that took a little bit of time to realize.
Bet TSLA
Active Member
I'm one. My car has been training me for many months to understand and avoid its many failure modes when FSD is on. The frequency of failures has been going down, and the number of failure modes has been decreasing as well. But when I get an update and an old failure mode returns I recognize it right away.Have you met these "highly trained" beta testers? Who are they and who trained them to such a high level?
Those new, or newer, to FSD aren't nearly as highly trained and are therefore more likely to run into trouble of one kind or another. And certainly their tension level will be higher than mine.
Nearly 4 years of autopilot use and 26 years of driving here!Have you met these "highly trained" beta testers? Who are they and who trained them to such a high level?
(they should have prioritized people with lots of AP miles IMO but it seems to have worked out ok)I do think it's funny that FUDsters make a big point about how the other companies use "professional drivers". But that just means they send people to a 3 day SAE seminar and pay them $20 an hour.
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