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

[Artful Dodger]

His comments on the actual car assembly lines were also interesting. "we could see a 100% or even 1000% increase in speed". (paraphrased)
Lots of bats though. The famous bat bridge is pretty cool. I got to see it from a lounge chair by the pool at the hotel there. Great view.

In his recent appearance on Part 1 of the Autonews podcast, Elon said "it is possible to increase automotive efficiency by at least 1,000%, and possibly 10,000%."

 

[Krugerrand]

YES, indeed, but (rhetorical question, but who knows, maybe I'll get some inspiration just venting out) what if you're stretched being already all in? What additional sources of cash can one get - by definition all main ones are tapped out.

There’s always a street corner to pedal one’s wears; lemonade and hot dogs, Rolex watches, shell game, personal services etc...

Bring it to first principles.

 

[M|S|M MYP]

There’s always a street corner to pedal one’s wears; lemonade and hot dogs, Rolex watches, shell game, personal services etc...

Bring it to first principles.

Fleabay and Craigslist i heard are viable sources of income

 

[Nocturnal]

In his recent appearance on Part 1 of the Autonews podcast, Elon said "it is possible to increase automotive efficiency by at least 1,000%, and possibly 10,000%."

There we go. Just an order of magnitude off.

 

[OrthoSurg]

If they had missed on the Earning Calls like NKLA would the SP be $2000 today?

 

[OrthoSurg]

This is just absurd

View attachment 574512

I love it when I buy and it goes down.
This way I’m not tempted to sell.
Before 2023

 

[dgodfrey]

I agree with the zoning, power, rail and other things you said, but it the land they bought could not be more the OPPOSITE of "Shovel ready". So far they've spent millions just to essentially REPAIR the abused deeply rutted/windrowed land to a flat field, and they're not done yet.

Shovel Ready in this context means the approvals process is complete. No more red tape. Construction can begin, and it did. Mitigating brownfields, soil compaction, grading, vegetation removal, all fall under Shove Ready. It doesn't necessarily mean you can pour concrete tomorrow.

 

[M|S|M MYP]

If they had missed on the Earning Calls like NKLA would the SP be $2000 today?

Actually...it'd be at $3000

 

[dl003]

Elon: "The EPA forgot to close the windows so we lost 8 miles of range"
"Stop pumping your stock Fraud Boy"
Trevor: "Just signed a non binding contract to sell 2,500 non existing trucks in 3 years"
"Way to go. Get that revenue"

 

[M|S|M MYP]

Funding secured:

 

[SpaceCash]

remarkable candle

 

[Off Shore]

In his recent appearance on Part 1 of the Autonews podcast, Elon said "it is possible to increase automotive efficiency by at least 1,000%, and possibly 10,000%."

IRRC he was speaking about PRODUCTION efficiency.

 

[Driver Dave]

No more absurd than CNBC's Tesla coverage. When you spread enough FUD it takes on the semblance of truth.

I'm always amazed by CNBC's Tesla coverage. It is alway based on just nonsense, made up by people who have never driven the car, and had no conception of the sea change that was going on.

But, it did contribute to keeping the price flat and artificially held back for many many years, allowing a lot of people who knew better to get in, who now are very happy indeed.

Thanks for not knowing what you didn't know CNBC!

 

[kengchang]

Good spot. So I did some digging and a reverse image searches. Looks like this was taken in Nov 2019 and was not at the shanghai giga. This could be a machine for Tesla (before it was delivered?)... or it could not be related (who knows the what the sources were for the person on Reddit).

Tesla actually provided the picture in the Q2 Update.

EDIT Stamping machine w/o the casing

 

[Curt Renz]

The legacy automakers and dealerships have always been heavily involved in TV advertising, especially during sporting events, while Tesla doesn't advertise commercially.

Below is an excerpt from the weekly newsletter published today by ARK Invest. While it does not specifically discuss the auto industry, the impact on it might be significant.

Cord Cutting Seems Disastrous for TV Advertising
By Nick Grous | @GrousARK

Typically, the disruption of entrenched technologies follows a pattern: slowly, then all at once. In our view, linear TV has hit the ‘all at once’ tipping point. Since peaking in 2011 at 103 million, the number of linear TV households in the US has slipped by 2.1% on average per year, a decline that probably accelerated this year in the absence of live sports. Recently, television advertisers have been disappointed by the dearth of viewers as Major League Baseball (MLB) and the National Basketball Association (NBA) returned to the airwaves. According to Roku’s annual cord-cutting survey, only 17% of recent cord cutters plan to re-subscribe to linear TV when live sports resume in force. Indeed, according to our research, during the next five years the number of US linear TV households will drop approximately 48%, from 86 million today to roughly 44 million in 2025.

If users cut the cord at the rate we anticipate, the $70 billion-dollar US TV ad market could collapse, shifting dollars to more efficient digital platforms. This week, Roku and The Trade Desk reported strong growth in their connected TV ad businesses, while most linear TV players like ViacomCBS posted double-digit declines. In other words, linear TV advertising seems to have hit the tipping point, with no return.

 

[Curt Renz]

I'm always amazed by CNBC's Tesla coverage. It is alway based on just nonsense, made by people who have never driven the car.

But, it did contribute to keeping the price flat and artificially held back for many many years, allowing a lot of people who knew better to get in, who now are very happy indeed.

Thanks for being stupid CNBC!

So true. However, advertising is the lifeblood of the media. Tesla does not advertise, while its competitors do so heavily. Follow the money. Meanwhile, check out my post above which is somewhat related.

 

[Artful Dodger]

IRRC he was speaking about PRODUCTION efficiency.

Of course, and by that I think he meant production speed.

 

[Knightshade]

Quick note to the guy who thinks Tesla overpaid for the Austin land... apparently that's the cheapest per acre Tesla has gotten land for any of its 3 recent factories.


Tesla received a killer deal for Giga Texas

Giga Shanghai? $652,214 per acre.

Giga Berlin? $64,860 per acre.

Austin? A mere $46,190 per acre.

Seems Tesla land costs are steadily DECREASING- good for share price

 

[StealthP3D]

This is just absurd

View attachment 574512

You know what's even more absurd? To become fixated on the ticker and think every move should correspond neatly to a fundamental change in the position of the company. What we are seeing is a correction which is natural and healthy. It happens with all high-flyers on a regular basis. Please step away from the ticker and put away your microscope.

 

[mikevbf]

Of course, and by that I think he meant production speed.

I believe he was talking about decreasing space while increasing speed so something like speed/space = 1000-10000 percent increase.