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

[UnknownSoldier]

1,404,333 would put us exactly at 50% YoY (using 936,222 deliveries). Would be nice to at least hit that to avoid the FUD around guidance.

If they hit 1.4M, all the articles will talk about how they failed to hit 1.5M.

If they hit 1.5M, all the articles will talk about how they failed to hit 2M.

In 2030, if they hit 19M, all the articles will talk about how they failed to hit 20M.

The media has it's narrative and it will never deviate from it's narrative. The FUD will never stop no matter what, so it's best to ignore it entirely.

 

[Big Time]

If they hit 1.4M, all the articles will talk about how they failed to hit 1.5M.

If they hit 1.5M, all the articles will talk about how they failed to hit 2M.

In 2030, if they hit 19M, all the articles will talk about how they failed to hit 20M.

The media has it's narrative and it will never deviate from it's narrative. The FUD will never stop no matter what, so it's best to ignore it entirely.

Have you seen his avatar?

 

[JRP3]

Was there any mention of the Buffalo factory? I don't remember hearing anything.

 

[StealthP3D]

If 50 packs recycled per week that mean about 2600 cars needing replacements (or cars getting junked) per year.

Not really because the most sought after part of crashed Tesla are the batteries. They get used for EV conversions and home battery storage projects.

 

[wtlloyd]

EV tax credit closer to a win, Sinema says "yea". Possible vote on Saturday.

https://www.washingtonpost.com/us-policy/2022/08/04/inflation-reduction-act-sinema/?utm_source=alert&utm_medium=email&utm_campaign=wp_news_alert_revere&location=alert

 

[Big Time]

Jobs report tmrw, futures looking ok for now

 

[StealthP3D]

I wonder when we will know the split is officially approved and announced.

It's interesting to note that Elon was an economics major in college, so hearing him musing about macroeconomics is a rare treat.

It's a done deal. No one doubts it will happen, it's just a formality.

 

[Tommy O]

EV tax credit closer to a win, Sinema says "yea". Possible vote on Saturday.

I have bivalent feelings about this…

 

[MartinAustin]

Not really because the most sought after part of crashed Tesla are the batteries. They get used for EV conversions and home battery storage projects.

This "50 batteries per week" number is great for when you're in some random internet thread late at night, and disbelievers are saying the batteries are poisonous and go into a landfill. In fact... link:

 

[wtlloyd]

I have bivalent feelings about this…

ISWYDT

 

[Big Time]

There were a few moments in the meeting where everyone listening was almost dumbfounded by what he was saying. And he was saying just simply the results of this companies work.

The sustainability and how Tesla Solar has produced enough energy to pay for the cost of building and charging every EV they have ever sold, and will continue to grow that. Impressive

 

[Artful Dodger]

South Africa? I think not...

Haha, Elon said "I'm half-Canadian". That's his mother's side of the family. His dad was a chiropractor in a little town near Moose Jaw, SK. His Aunt (also his mother's twin sister), still lives in Calgary, AB.

If there's to be a Canadian Gigafactory, it'll need a good logistics connection to Sudbury, ON.

Cheers!

 

[Artful Dodger]

TSLA has closed up 7 straight sessions, and 15 of the last 17. The trend appears to be our friend .

Too early for flapjacks polka?

Cheers!

 

[oneday]

This "50 batteries per week" number is great for when you're in some random internet thread late at night, and disbelievers are saying the batteries are poisonous and go into a landfill. In fact... link:

I like how they put “Burned gas is not recyclable…” on the slide!

 

[Tommy O]

yeah, so, can we please talk about how tesla has amassed enough compute to rank within top 4 worldwide? I know Karpathy let slip top 5 before, but it sounds like they moved up?

Please? That’s weird for a “car” company.

 

[Cattledog]

yeah, so, can we please talk about how tesla has amassed enough compute to rank within top 4 3 worldwide? I know Karpathy let slip top 5 before, but it sounds like they moved up?

Please? That’s weird for a “car” company.

FTFY

 

[Cattledog]

& answering pretty much every question he hears from the crowd !

And multiple standing ovations...I don't watch many shareholder meetings, but are there any like this? Any? Maybe Moderna, Pfizer and BioNTech in 2021? Any others? Buehler...

 

[Artful Dodger]

I wonder when we will know the split is officially approved and announced.

Keep checking here:

Tesla 2022 SEC 8K Filings

 

[The Accountant]

And multiple standing ovations...I don't watch many shareholder meetings, but are there any like this? Any? Maybe Moderna, Pfizer and BioNTech in 2021? Any others? Buehler...

I have never seen a Steve Jobs annual meeting. For those that have, did he ever get the admiration and standing ovations like Elon has?

 

[Cattledog]

I have never seen a Steve Jobs annual meeting. For those that have, did he ever get the admiration and standing ovations like Elon has?

That would be decent company...