IIRC Elon or Zack mentioned something about ”… and maintain healthy (or maybe increasing?) operating margins/free cash flow”, which I took to indicate that if they do need to lower prices, they’ll still do very well.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
RobDickinson
Active Member
50k PA would put them second in USA in terms of sales volume for class 8 trucks
First probably…
More beer than water today
50k next year
I wouldnt argue against that, those 50k sales will have to come from somewhere and who would buy a diesel when you can buy a semi?
Xepa777
Member
I remember watching videos speculating about a maxwell acquisition in 2018. Oof it’s been awhile. Puts it into perspective. Hope the dry battery electrode stuff pans out.
one day when we’re at 4T mkt cap, maybe you, audie, and me can have a tasting
Great call. Great discussions on production, deliveries, semi, cybertruck, next gen, battery production, cash flows, stock buybacks, R&D productivity and talent.
I’m still not expecting much in share price until Twitter is resolved but Q4 is looking great.
I’m still not expecting much in share price until Twitter is resolved but Q4 is looking great.
Yep, and now you know that even with Tesla speed, moving from lab to production takes at least five years.
RobDickinson
Active Member
Which makes me laugh when we see these miracle battery tech news articles, so under some conditions some theory, theres a small chance this battery can do x y or z...
No talk about turning it into a mass produced volume product, as someone (cant remember who) once said production is hard..
They might also have more luck with a single-crystal NMC cathode, or an iron based cathode, from memory, the cathode was the problem.
That was the other interesting part of the call, some talk about sourcing raw materials for iron based cathodes.
Elon typically comments on "Manganese", but never mentions Manganese as over the line.
From my perspective, Elon's comments about "Manganese" are interesting.
EDIT: The exact quote was along the lines of "we are aggressively sourcing raw materials for iron cathodes, and we will have more to say about that later".
IMO possibly a few factory to make iron based cells mainly for energy storage?
Last edited:
⚡️ELECTROMAN⚡️
Village Idiot
Ah 3D chess after all. Take that, haters
Absolutely. But did you guys see what the Biden admin did today? They showered $50M+++ grants on each of these very early stage battery technology companies. Most of these companies aren't going to pan out and be economical. Still, it isn't a bad way of supercharging advanced battery research.
PDF write up on each company and how much $$ they each got: https://www.energy.gov/sites/default/files/2022-10/DOE BIL Battery FOA-2678 Selectee Fact Sheets - 1_2.pdf
Map:
FSDtester#1
Large Member
I am an OG 100% safety score beta tester.
I have put 13 months and 22k miles on Beta and use it exclusively.
I have gone through every upgrade and there are usually 2 steps forward and 1 step back. About 3 months ago the changes became more like 2 steps forward 1/2 step back.
My commute is 57 miles each way. 50% Fsd and 50% NOA. I have been tracking interventions and disengagements since jump. At first they were 7 to 8 each way from home to work or vice versa. (Usually 1 or 2 safety related) Today, 1 sometimes 2 interventions. Those 1 and 2 are no longer safety related, they are me pushing the accelerator to speed up after a stop sign or speed up on unprotected left turns out of courtesy for a driver behind me.
My advice to anyone speculating, if you haven't been personally using it, don't try to comment on it. Taking 1 or 2 or 3 drives doesn't suffice. Watching YT videos of others also doesn't depict it accurately.
Most opinions on Fsd beta are like some guy teaching self defense in a book that has never been in a fist fight in real life, or like Gordo's 1 year price targets.
It's happening now, everyday and every new release. We are very close to being safer than most drivers. Beta doesn't care about texting, missed calls, getting sleepy, etc.
It has 8 cameras watching non stop with no distractions.
I feel 100% safer with it driving instead of my wife... which isn't a Herculean feat, but she knows it, hence hates my car.
As far as regulators go, I won't bother speculating, but can use my imagination.
HODL, because when it goes out to all fsd cars, start planning your retirement.
Would be great to have some intel on Giga Nevada, calling out all Nevada drone operators...
I feel your pain. My wife's ICE (Infiniti QX80 - our Rivian SUV can't come soon enough) battery died yesterday, so she used my Model X while I swapped out the lead acid battery (ouch, my aching back).
My safety score!! "You know, your car keeps beeping at me [Forward Collision Detect] when I KNOW there isn't a real problem."
RobDickinson
Active Member
Dude! That sucks. FSD beta removes all of the BS! I’m so happy to have it and no naggy safety score. That’s a bogus system vs what FSD beta sees. Had 60 averages for so long
Mordor’s headline is predictable. The rest of the article is pretty much quotes and I think exciting.
www.wsj.com
It is much worse on the home page with the headline truncated:
Tesla Cuts Vehicle-Delivery Target
Tesla Cuts 2022 Vehicle-Delivery Target, but CEO Musk Says Demand Remains Strong
Tesla reported near-record quarterly profit, but recent stumbles and economic uncertainty have sparked concern on Wall Street about its ability to hit its annual growth target.
www.wsj.com
It is much worse on the home page with the headline truncated:
Tesla Cuts Vehicle-Delivery Target
Similar threads
- Locked
- Locked
- Locked
