Elon is on the latest Ark-Invest podcast with Cathie Wood:
Posts - ARK Investment Management
Posts - ARK Investment Management
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Anstandswauwau
Member
No offense, but I'm fairly sure you're not reading my posts carefully.
I was saying that those are sales numbers one can expect (to reach) in a market like China, not a projection.
By the way, Mercedes are indeed making >$35 billion in revenue in China alone, so with all the news that Tesla is crushing MB in the US, >$32 billion revenue now suddenly seems like an outrageous goal to set?
Then again, Tesla is of course NOT capable of achieving this goal, yet – not even close. But that's because they're still heavily constrained by supply. If this comes as a surprise to anyone, then please call this a ****ing Tsunami. For everyone else it's "well, told ya so".
It was a nice bounce into green. Unfortunately, we are seeing some classic low volume capping.
Don TLR
Active Member
Maybe the recent slowdown of car sales in China were from buyers waiting to get their Tesla..
bdy0627
Active Member
Some key points from Elon:
- Elon guesses they will sell 1.5M cars in 2021
- 3M in 2023
- Expects to be feature complete with FSD by the end of this year
- Car will be able to find you in a parking lot, pick you up, and take you to your destination without human intervention
- He says he is certain of this
- He manages autopilot engineering in detail every week and is very very certain of this outcome
- He doesn’t know when regulators will allow them to turn on these features, particularly without human oversight
- Car will be able to find you in a parking lot, pick you up, and take you to your destination without human intervention
- When does he guess it will be safe for someone to fall asleep and wake up at their destination?
- Probably towards the end of 2020
- Still doesn’t know when regulators will agree it is safe enough for that
- China and US regulators are very good; Europe is more conservative
- Probably towards the end of 2020
- He thinks Tesla has the best self driving engineers and he stressed multiple times that he is very certain they will get this done this year
Steve Jobs @tesla_truth“To date, media coverage and word of mouth have been the primary drivers of our vehicle sales leads and have helped us achieve sales without traditional advertising and at relatively low marketing costs”
We are the marketing team.
4:54 AM - 19 Feb 2019
Steve Jobs on Twitter
j6Lpi429@3j
Closed
Holy crap anyone else listening to this? I feel like selling all my internal organs to buy more stock. Its incredibly positive.
Christopher Stearns @chris_stearnsSome just bet $1.7M that $TSLA will hit $650 by January.
TSLA Option
7:22 AM - 19 Feb 2019
Christopher Stearns on Twitter
Inventories / In-transit..
Q4 Deliveries & Production Update - "1,010 Model 3 vehicles and 1,897 Model S and X vehicles were in transit to customers at the end of Q4, and will be delivered in early Q1 2019. Our inventory levels remain the smallest in the automotive industry, and we were able to reduce vehicles in transit to customers by significantly improving our logistics system in North America."
Yes, what a wonderful a family they must be, until they slit the animals' throats of course . . . .
Here's a tip: Teslas now have vegan interiors for a reason. One might argue they are among the only ethical automobile manufacturers.
Why not become part of solution rather than remaining part of the problem?
COWSPIRACY: The Sustainability Secret
Dr. Melanie Joy re: Carnism at TEDx Munich:
Frank @fatropeaLast time I pumped gas (actual photo) was 10/28/18 at 8:21PM. When was your last time? ...or, when will be your last time? Be sure to take a photo for history. Future generations will find it interesting. #NoMoreGas #ElectricVehicle #Tesla #ICEHistory @tesla @elonmusk
2:57 PM - 18 Feb 2019
Frank on Twitter
David @d0cdaveTrue story today - driving in the @Tesla #Model3
Wife: “I really like this car.”
Me: “Yeah?”
Wife: “Do you know what I like about this car?”
Me: (Side glance, raised eyebrow)
Wife: “Everything.”
Me: “#ModelY is coming.”
Wife: (Side glance, raised eyebrow)
Me:
David on Twitter
10:57 PM - 17 Feb 2019
ARK have a podcast with Elon: Posts - ARK Investment Management
EDIT: beaten to it, by, well everyone really...
EDIT: beaten to it, by, well everyone really...
Last edited:
Yeah, that isn't an inventory number. That is the number of sold vehicles that hadn't been delivered yet. Tesla doesn't report inventory numbers.
"The driver is very fortunate to have been able to walk away from this with only minor injuries," Fremont police said in a tweet.
Yeah, fortunate enough to have been born smart enough to buy a Tesla...
That could be a tactic to ask/nudge Tesla to reveal there, rather than a decision by Tesla to do so. How would they know in China at this point? Show planning maybe, but Tesla like Apple tends to do their own shows for reveals.
I’m curious how Musk will play the reveal.
Buckminster
Well-Known Member
EU agrees to cut truck emissions
Big news - most will have to go EV to meet this I assume? Hybrid not very relevant in this market.
Big news - most will have to go EV to meet this I assume? Hybrid not very relevant in this market.
bhtooefr
Active Member
A new pack architecture doesn't rule out something like the scenario I've hypothesized, of a new, more cost-effective and lighter MR pack design that's software-limited to SR.
As I've said before, charging speed is a concern that I have with the SR that was announced in March 2016 - software-limiting a MR pack to SR would eliminate that concern.
Depends on what you're doing.
Hybridization won't help an already-efficient (for an ICE, anyway) diesel much on the highway (it'll help a little, but eh).
However, a lot of trucking is things like last-mile deliveries in cities, garbage trucks, and things like that, where hybridization can help. I could see manufacturers chasing that, instead of fully committing to electrification - basically, don't even try to make long haul trucks more efficient, and focus all efforts on urban trucking.
EVNow
Well-Known Member
I don't think that's what it means. Someone bought DITM puts. Looks like a hedge.
Some just bet $1.7M that $TSLA will hit $650 by January.
TSLA Option
7:22 AM - 19 Feb 2019
Christopher Stearns on Twitter
As happens every year, an opinion writer with an oil or ICE industry bias tried to mock the risk factors section in Tesla's 10-K. Here is what I added to the comments section of that article.
That was in the risk factors section of a 10-K in which it is incumbent upon any company to describe all considerations with potentials to negatively affect shareholder equity. Within that section of a 10-K virtually all public companies feel compelled to provide or invent a plethora of reasons that they could go bust at any moment.
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