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

[uscbucsfan]

This really feels a lot like Apple's Developer Keynotes like their "State of the Developer Nation". The way they go from one speaker to the next giving a short synopsis of their progress gives a good overview of the nuts and bolts of the business....

... but for Wall Street analysts these fairly in depth talks will likely go over their heads. I have a feeling this will be a bit of a slow burn (at best) as the more intelligent analysts digest this and talk to specialists and figure out how far ahead Tesla is here.

So far nothing new has been said for hardcore Tesla followers.

We've known about every single thing mentioned; Tesla Expanding SC to non-Tesla, the new car coming, manufacturing efficiencies, etc.

but...I feel that most wouldn't know this stuff. Maybe it's just too much or maybe people think they are full of *sugar*...

 

[Chunky Jr.]

To wall st, this presentation sounds like Charlie Brown's teachers. All they want to hear is "here's our $25K car!"

 

[cab]

Up next...janitorial!

 

[SOULPEDL]

I bought 25 shares earlier during the show. Its game over. If anyone cant see it, sorry. I’m a factory guy, that helps. What TSLA SP does tomorrow, I DONT CARE (much). Pick your price, still a deal at 400, some of those I still hold.

Not advice, just my opinion. I only ask, whats your timeframe if you downvote this.

 

[Xepa777]

So far nothing new has been said for hardcore Tesla followers.

We've known about every single thing mentioned; Tesla Expanding SC to non-Tesla, the new car coming, manufacturing efficiencies, etc.

but...I feel that most wouldn't know this stuff. Maybe it's just too much or maybe people think they are full of *sugar*...

My prediction coming true Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

 

[Hiline]

I get it, WS down 2.7%.

But the presentation is overwhelming, to me, about how comprehensively Tesla is looking far ahead about how to create way, way better products, and orders of magnitude more efficiently.

Yes - I think there are more bombshells to come (where are the new factories??). They don't rest on their laurels. They are not driven by $. They are driven by the love of design. The genius of engineering.

Tesla simply never. Takes. It's foot. Off. The accelerator.

Amazing. I'm more bullish than ever.

View attachment 912762

Anybody with half a brain knows that innovation doesn't happen overnight. Anything new takes time to refine and to gain acceptance. A slow roll that minimizes the risk of failure can only help gain user trust. Big announcements with a lack of follow-through would erode trust, while delivering as promised or above will have the opposite effect. We're all looking at a 5-10 year vision. There's no point trying to cut corners to rush progress if it jeopardizes the long-term vision.

 

[Xepa777]

Up next...janitorial!

“Do you realize how much water is used in mopping for each square foot of factory floor on a weekly basis? The inefficiency is unacceptable.”

 

[uscbucsfan]

My prediction coming true Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

Crazy dead on...Do you work for Tesla? lol.

 

[ggr]

I met a GM vehicle artist/designer on a plane (long time ago). He was very frustrated that he came up with so many original designs and looks, but they were never considered. Paraphrasing his answer (in case someone here might have overheard me on that plane in the 80's) "GM is afraid to take any risks."

And yet they made the Aztek.

 

[TN Mtn Man]

They all use 12V for all systems besides the hybrid drive, as far as I know.

I honestly don't know, but 48VDC makes a lot of sense. Every motor, every actuator, uses 1/4 the current, meaning the windings can all be smaller, wiring ~1/4 the cross sectional area (lighter/cheaper), actuators much smaller, meaning more options of how to package them. We had gone with 48VDC for all the motion control systems I worked with years ago.

 

[SOULPEDL]

Octavalve - Automated line in 8 months.
Not just robots needed.

 

[ZeApelido]

So far nothing new has been said for hardcore Tesla followers.

We've known about every single thing mentioned; Tesla Expanding SC to non-Tesla, the new car coming, manufacturing efficiencies, etc.

but...I feel that most wouldn't know this stuff. Maybe it's just too much or maybe people think they are full of *sugar*...

That's funny, because I heard for the first time how they will cut $1000 in cost on the next gen platform just in drivetrain improvements.

I heard for the first time that the next gen motor will not have any rare-earth metals.

I heard stats about labor-time and labor-space reductions for the next gen model.

These notes alone gave me (and institutional investors) more insight into how Tesla is going to reduce costs for the next gen vehicles and make a lot of money. They give specific for why we can be confident Tesla will maintain an insurmountable lead.

 

[TN Mtn Man]

This really feels a lot like Apple's Developer Keynotes like their "State of the Developer Nation". The way they go from one speaker to the next giving a short synopsis of their progress gives a good overview of the nuts and bolts of the business....

... but Apple is talking to developers who presumably know the basics of what they are talking about. For Wall Street analysts these fairly in depth talks will likely go over their heads. I have a feeling this will be a bit of a slow burn (at best) as the more intelligent analysts digest this and talk to specialists and figure out how far ahead Tesla is here.

Honestly-who cares? You don't need to dumb the presentation down to the 3rd grade level just to keep it to a level Jim Crammer can grasp to communicate viable information to investors.

 

[ZeApelido]

ZHU!

 

[SOULPEDL]

I honestly don't know, but 48VDC makes a lot of sense. Every motor, every actuator, uses 1/4 the current, meaning the windings can all be smaller, wiring ~1/4 the cross sectional area (lighter/cheaper), actuators much smaller, meaning more options of how to package them. We had gone with 48VDC for all the motion control systems I worked with years ago.

6V for the VW beetle?

 

[lafrisbee]

48v for Cybertruck...

Don't plug in your 12v trailer lights(!)

I down-voted you. Like Tesla isn't bright enough to have the trailer hook-up drop down to 12v....

 

[TN Mtn Man]

6V for the VW beetle?

Back in the day, everything was 6V (or at least nearly everything).

 

[TheTalkingMule]

How are there so many trolls here now? It's like 50% of this thread.

Anywho.....going 100% in-house for next generation drivetrain(or was it all components?) is game over for nearly everyone. At this point I don't see how anyone survives with anything near their current footprint.

So clearly Tesla is going to keep scaling at the 50%+ rate and automotive margins will go from 30% to something like 23% in the medium term. Then stationary storage and charging begins to head up the S curve with margins well above 50%.

And that should last at least what.....10 years? TSLA should be first to $5T, but I'm getting close to saying they'll definitely be first to $10T.

 

[jkirkwood001]

4,000,000th Tesla built today in Austin!

 

[SOULPEDL]

90% factory equipment utilization. Wow.
45 sec cycle time.
Blur?