The concept of the customer being the safety driver seemed strange until I thought of it as an on-demand rental car. Drivers are accustomed to responsibility for rental cars, and the companies sell 'insurance'. A problem is the lack of familiarity with driving a Tesla by most potential customers. Also Tesla would need approval for level 5 with no driver to get the car to and from the customer. This might be years away. I wonder if customers frustrated with the slow movement would be able to turn it off and drive it themselves.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
The concept of the customer being the safety driver seemed strange until I thought of it as an on-demand rental car. Drivers are accustomed to responsibility for rental cars, and the companies sell 'insurance'. A problem is the lack of familiarity with driving a Tesla by most potential customers. Also Tesla would need approval for level 5 with no driver to get the car to and from the customer. This might be years away. I wonder if customers frustrated with the slow movement would be able to turn it off and drive it themselves.
I think Tesla is licensing some IP from Samsung used in its FSD computer. There is also a good chance Samsung is manufacturing Tesla’s NN chip at its Austin factory. Austin is also where much of Tesla’s AP hardware team is based.
The chip is designed specifically for Tesla’s software and can’t be used generically by other companies. There is also far more value in keeping its self driving technology and network in house rather than sharing the profits with other companies.
Mike Smith
Active Member
Baird lowered PT from $465 to $400. Maintains outperform.
Here are the biggest analyst calls of the day: Qualcomm, Tesla, Chipotle, Tiffany & more
“Reiterate Outperform rating and lowering price target to $400. Q1 deliveries were not sufficient to improve negative sentiment and investors will likely focus on Q1 cash balance, which might disappoint following the convert repayment and working capital headwinds. While we are recalibrating our expectations, we continue to expect shares will outperform over time as TSLAintroduces innovative products, increases profitability, and generates free cash flow. ”
Here are the biggest analyst calls of the day: Qualcomm, Tesla, Chipotle, Tiffany & more
“Reiterate Outperform rating and lowering price target to $400. Q1 deliveries were not sufficient to improve negative sentiment and investors will likely focus on Q1 cash balance, which might disappoint following the convert repayment and working capital headwinds. While we are recalibrating our expectations, we continue to expect shares will outperform over time as TSLAintroduces innovative products, increases profitability, and generates free cash flow. ”
Nothing.
It’s like going into a movie:
You can either:
1.) Look every trailer, teaser, interview, summary, tweet, post, wathever upfront and be disappointed when you finally watch it, or you could...
2.) Expect the worst movie ever watched and come out of the theatre thrilled.
I simply choose 2.) this time.
Reading this you almost feel sorry for Einhorn: Yahoo, David Einhorn Goes Mano a Mano With Elon Musk.
1.1% average return for the last ten years for Greenlight. Ouch.
1.1% average return for the last ten years for Greenlight. Ouch.
Pras
Member
Are you sure it is licensing and not just using Samsung foundry to make the chips?
Why wtf?
There's nothing unusual at all about execs selling stock. Much of their compensation is in stock. And it's inherently undiversified.
shlokavica22
Member
But the years since haven’t been as kind. Even after accounting for Einhorn’s prescient Lehman bet, Greenlight has returned just 1.1 percent a year from 2007 to 2018, lagging the HFRI index by 1.8 percentage points a year and the S&P 500 by 6 percentage points. The fund was also down 34 percent in 2018, its worst year on record.
Ever the incurable performance chasers, investors are fleeing the fund. Greenlight’s assets dipped below $3 billion this year, down from $12 billion five years ago. Suffice it to say, now would be a bad time to lose a high-profile battle with Musk.
What a gaudy energy consumption stat!
185 Wh/mile vs. 197 for LR RWD. Edited to correct numbers
@KarenRei is probably thrilled!
sundaymorning
Active Member
M3 Doing well in Germany:
Car Sales In Europe Slide, But Tesla Model 3 Debuts With A Smash
The Model 3, in only its 2nd month on the market, was the biggest selling electric car in Germany in March, according to official statistics, with 2,224 sales.
Car Sales In Europe Slide, But Tesla Model 3 Debuts With A Smash
The Model 3, in only its 2nd month on the market, was the biggest selling electric car in Germany in March, according to official statistics, with 2,224 sales.
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I checked the Realtesla sub on Reddit to see what this was about.
Why sell at this low price?
Edit: I'm not interested in spreading FUD. Just to make sure I always check with both bulls and bears
It seems a greater efficient improvement than I would expect from the reduced weight alone. Perhaps the new pack design has upgraded tech in addition to the lower manufacturing cost.
humbaba
sleeping until $7000
Because they have to specify well in advance when/how they sell. Its easier to specify a sale at a certain date than try and formulate some prescient rule for maximizing profit.
I checked the Realtesla sub on Reddit to see what this was about.
Why sell at this low price?
Edit: I'm not interested in spreading FUD. Just to make sure I always check with both bulls and bears
Because you want a boat or a new house?
Because no financial adviser would advise to have all of your money in a single stock?
This is normal behavior for every almost executive in every industry. Stock is a large portion of their pay. If you need money, you sell stock. If you follow a proper investment plan, you sell stock. For many of them, the sales will be automatic.
This has changed my mind regarding advertising.
I have been opposed to the traditional car ad, which tries to create brand-value on the sub-conscious level with nothing else distinguishing one brand from the other.
So I agree that a Tesla ad that actually describes how far ahead Tesla technology is from the rest would be worth its cost.
I checked the Realtesla sub on Reddit to see what this was about.
Why sell at this low price?
Edit: I'm not interested in spreading FUD. Just to make sure I always check with both bulls and bears
Margin Call
it's a joke if someone didn't get it
Remember how critical is the machine that makes the machine! I thought I'd summarize a few points from the impact report that indicate some great manufacturing process engineering breakthroughs that all lead to great cost savings being achieved by Tesla:
- In our Fremont Factory, the installation of LED lighting, as well as efficiency improvements to manufacturing systems such as compressed air, castings, injection molding, water test booth and cooling towers, combined with a new energy-efficient paint shop, have resulted in over 10 GWhs of energy savings over the last 5 years. As a result of many improvements, the energy usage at the Fremont Factory per vehicle manufactured has decreased by 19%
compared to 2016. - Installed batteries reduce peak electric charges at Fremont and Lathrop
- Gigafactory 1’s current lighting power density is 0.45 watts per sq ft, which is 65% less than the American Society of
Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE)
lighting design allowance of 1.3 watts per sq ft for a manufacturing
facility. In the course of 30 days, the facility’s lighting system can save
144 MWhs of energy. - Balers enable us to generate recycling revenue from cardboard and to turn loose films and bubble wrap into recyclable commodities. Styrofoam densifiers convert a small room’s worth of foam into a dense brick of hard plastic the size of a briefcase. This 50:1 densification ratio converts a commodity we previously had to pay to get rid of into a revenue-generating recyclable.
- Throughout the Fremont Factory, water use per vehicle manufactured dropped by 9% from 2016 to 2017.
- Battery recycling
- Located in Sparks, Nevada, the facility is being built in phases so that Tesla and our partners can manufacture inside the finished sections as we continue to expand. This phased approach allows us to learn and continuously improve our construction and operational techniques as we drive down the cost of battery production. As with many of our manufacturing processes, Tesla applies first-principles thinking to achieve efficiencies across all areas of Gigafactory 1, translating into lower operating costs.
- While challenging to achieve from a design perspective due to manufacturing processes that require high levels of energy or heat (like high-temperature ovens), Tesla engineered thermal systems to maximize heat recovery resulting in significant energy efficiency gains compared to standard industrial designs. This included using heat pumps to upgrade low-temperature waste heat from manufacturing, thus reducing the energy used to heat the facility by over 80% compared to traditional electric heaters and is expected to save over 16K MWh in the winter season.
- The facility also has a heat exchanger system to recover more than 60% of the heat from the exhaust of industrial ovens.
- Several battery manufacturing areas throughout the facility require very low levels of humidity during production (<300 ppmm), and creating dry air for these areas can be costly and require a lot of energy. Because Gigafactory 1 is located in the high desert of Nevada, Tesla was able to turn to nature itself and pull in outside air that starts with much less moisture. Tesla also configured its compressors and dehumidifier to take the heat rejected by the compressor to supply over 50% of the heat required to be dehumidified. The facility’s unique system dramatically reduces the energy and cost required to produce dry air compared to manufacturing facilities located in more humid regions.
- Re Chilled Water Plant: This improved design is expected to reduce the factory’s chilled water electrical consumption by as much as 40% and water consumption up to 60%, pushing Gigafactory 1 toward its net-zero emissions goals.
- Tesla designed our own dedicated solvent refining process to convert waste solvent back into reusable solvent in a closed-loop fashion. This solvent refining system was constructed onsite and has been operating since the end of 2017, demonstrating a greater than 95% conversion of waste solvent.
- The implementation of this closedloop steam-water vapor compression heat pump system resulted in an approximately 85% reduction in energy consumption when compared to a standard system.
For those short sellers that are human: yes.
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