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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
On the last call Elon said the next gen car will begin production mid- 2025 with volume production 2026.
I'm very curious about today's earnings call, specifically for this reason. This may put to the test the notion that Elon doesn't care about the short-term stock price at all. In general, I'm sure he doesn't. But for the next couple of months?
If the compensation vote is really in the bag, obviously, this won't have an impact. But if the internal vote counting is close, I wonder whether Elon will consider that in his commentary and tone on the earnings call. If the stock tanks again in advance of the vote, might that increase the risk that the vote fails? What if one or more institutional investors indicated they are on the fence and would want to see some price stability to sway them?
So I'm bracing for bad numbers and bad commentary, but also a tiny part of me thinks we might get a lot of positivity on the call.
See. That's not what he said, but that's how you took it.
He said the overly optimistic timeline, sleeping on the factory floor, he could see it "towards the end of 2025" and he said to take that with a grain of salt.
I understand it didn't 'cost' Tesla $56B, but it doesn't look good even if net cost to Tesla is a few billion. The stock has lost $700B. And nobody 'sees' what they are paid. Taxes are always involved.
On the other hand I don't want to see the attorney's get paid either and overall feel the judge's ruling has hurt shareholders. Not sure what is best for shareholders going forward. In a perfect world, there would be a quick reversal of the judgment.
This is an illuminating post on X from Elon:
Moderator
(MEDIA=twitter)More unacceptable language(/MEDIA)
Helped me realize:
* There is a life-or-death race to AGI
* That race may be more nearly winner-take-all than not
* Tesla has the pole position for AGI in the real world
* X has a trove of online data from people (complementary to Tesla’s data) and may have their own efforts towards AGI that may not be trivial
* xAI is a brain trust, has their own AGI efforts and may offer the interstitial glue between AGI efforts at the various Musk companies
* I hesitate to imagine the implications of Neuralink
It also casts the recent FSD price reductions in a new light in two ways in particular.
First, obviously more data is key and in this race getting that data as fast as possible is good strategy.
Though of course that reduces revenue.
However and second, AGI and embodied AI promise limitless abundance.
Infinite demand mitigates lower positive margins especially—if not only—for the winner of the race.
I wonder what further Elon will say about this this afternoon, if only between the lines.
Have a great earnings call fellow longs!
Moderator
(MEDIA=twitter)More unacceptable language(/MEDIA)Helped me realize:
* There is a life-or-death race to AGI
* That race may be more nearly winner-take-all than not
* Tesla has the pole position for AGI in the real world
* X has a trove of online data from people (complementary to Tesla’s data) and may have their own efforts towards AGI that may not be trivial
* xAI is a brain trust, has their own AGI efforts and may offer the interstitial glue between AGI efforts at the various Musk companies
* I hesitate to imagine the implications of Neuralink
It also casts the recent FSD price reductions in a new light in two ways in particular.
First, obviously more data is key and in this race getting that data as fast as possible is good strategy.
Though of course that reduces revenue.
However and second, AGI and embodied AI promise limitless abundance.
Infinite demand mitigates lower positive margins especially—if not only—for the winner of the race.
I wonder what further Elon will say about this this afternoon, if only between the lines.
Have a great earnings call fellow longs!
Last edited by a moderator:
A whole bunch of them were pushing the 'live on margin' strategy bc 'Elon does it'. It's amazing they never got any push-back. They were on YouTube, WSJ articles were written about the mountain man options gambler (he thought he could predict future stock prices and win with options). They were the popular kids at one point in time in the Twitter/YouTube Tesla influencer world.
Here's more information on the new Texas business court.
I think tailored marketing is the way. Plenty of people in the US who buy vehicles in the price range of the 3 and Y and can charge at home.
Any such area with a service centre nearby should have an advertising blitz with people being able to see and test drive the vehicles locally.
Just to be clear, that means you are voting for Tesla to give billions of dollars worth of TSLA stock to the plaintiff and their lawyers, diluting all stocker holders. (And they will probably dump a ton of it on the market depressing the stock even more.) I can't see any way in which voting against it is good for stockholders. (Regardless of if you think Elon deserves the compensation, that had already been approved and earned, or not.)
cliff harris
Member
Thats true. But don't you wish you could have gone back in time and bought AMZN when it was a book company? I thought the whole point was to see what the company will look like in 5 years, and get in before others spot it. Otherwise you might as well just buy a tracker fund.
Captkerosene
Member
How about ALL cars get FSD. ALL new cars going forward pay $50/mo mandatory subscription for updating and maintenance. We make it up by bundling the cost of FSD in with the original purchase price. We're giving people the option of not taking FSD ... which is a mistake. Do car companies give consumers the option to delete antilock brakes? Airbags? Seat belts?
Long shot, but would be fun to hear of record breaking orders on the Model 3P - on the same day made available.
What would perk the ears? 1K, 10K, 100K new orders today?
Or wait times stretching out to ____? I'm gonna watch this one in case. Could be a good demand signal.
What would perk the ears? 1K, 10K, 100K new orders today?
Or wait times stretching out to ____? I'm gonna watch this one in case. Could be a good demand signal.
GhostSkater
Member
Just for a little laugh for everyone before earnings
Drumheller
Active Member
You can't estimate hardware and software ready for Optimus like this and have any accuracy. Stopped reading there.Conference Call cancelled.
Elon already answered all the questions
Elon completely leaving out the real reason. His losing bet on 4680 is why Tesla doesn't have enough US battery supply. They had two years to prepare for the EV tax credit qualifiers. That is why Model 3 doesn't qualify.
Conference Call cancelled.
Elon already answered all the questions
Troy should stick to collating numbers. Way out of his lane here.
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