Yes Tesla confirmed it is confidential, so we will not get the actual amounts.I may have missed it, but was there any mention in either the ER or CC about future revenue from the pooling with Fiat Chrysler?
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Yes Tesla confirmed it is confidential, so we will not get the actual amounts.I may have missed it, but was there any mention in either the ER or CC about future revenue from the pooling with Fiat Chrysler?
I had to go back and review communications again. Seems the statement from Tesla was later transformed into "most" stores closing by media. But considering that Tesla said only "small" number will remain, this is not far from accurate interpretation. I forgot that Tesla said this initially, not Elon, but there are also references to Elon repeating it, such as Tesla is closing all its stores so you can have a $35K Model 3
Either way, seems like Tesla was not super clear and did not object to media's interpretation in a timely manner, so there's a room for improvement here.
$2.5bn equity raise in 3Q19 which we anticipate may come from strategic sources
Thank-you for your kind reply. I have no data (noone is allowed to escape) but I think that if 2 market makers trade their short positions, they can avoid the FTD reporting requirement indefinately.
We'll get lot's of opinions on that, but again, no data. Market makers short selling is a virtual black hole: information goes in; nothing ever comes out.
We either wait this out until Tesla can do stock buy-backs from profits (about 5 years), or we move TSLA onto a different (non-US) exchange, where the regulators do their jobs and aren't looking for a plum appointment after 'retiring' from public service.
Regards
dang, I was trolling @KarenRei with that'un...Technically, all information that goes into a black hole is stored in its event horizon. Not sure how this helps you, though.
I think Musk, Ellison, and Saudi’s can raise $3b by themselves
Don't believe the hype. There are no plans in place and those that are will be discarded, changed and mutilated as new circumstances present themselves. This company will never enter a steady state without a change of leadership. Look no further for evidence of this than the number of ships currently on the water. None. Zero. Zilch. Come June it's once more going to be all hands on deck for a mad dash and there will again be some kind of excuse ('we just launched SR for Europe' seems a convenient one), some kind of pat-on-the-back-sorry-you-are-incredible leaked email from Elon and then the next quarter will roll on again.
For those trigger happy to disagree : I am making not a single value statement in this post. It's just factual observation.
The why is irrelevant, the result is the same. June is going to be a mad dash once more and the promise of Elon that it won't ever happen again is just that : an empty promise.
It just asserts further how unreasonable (and selfish) Musk is.
What does it (truly) cost him to yield "yeah, I'll have every tweet Tesla related reviewed"?
We're all prisoners of his ego.
But then, I knew that, so I don't really have right to complain.
Please move to appropriate board/thread.I found a weird bug on NOA as I'm driving home if I put on the wipers manually it will kick-off navigate on autopilot and say poor weather detected.
Can someone else with a Model S with NOA try and see if they can replicate this?
Know someone that can do better?A note of caution when trusting Elon on anything related to FSD. Full FSD Robotaxi is minimum 3-4 years away. they can probably bridge the gap a little by requiring a licensed not drunk driver to watch AP, but full "go to sleep" FSD is years away.
At a certain point it goes from cute Elon Time to just overly confident/hubristic which hurts the business (see the decision to not raise capital when stock was 350+)
Once TSLA leaps into a new range they should do a 10/1 stock split.Hopefully some young person 10 years from now could say the same about "wished I could buy Tesla when it was in the 240s".
The new bty will require at least some re-engineering since Maxcells shed about half the heat per electrical watt output vs existing Panasonic cells. Who knows, it may even be possible to make the required changes in software (less heat is easier to deal with). And the larger infrastructure of the pack could be retained since its still an 18650 form-factor. So agreed, it should be a quick switch-over.If the Maxwell tech works, there would be no need to switch to 2170s. Improved 18650s would allow reuse of the current pack/ module design. Including a capacity improvement even if they deleted one or both of the front double stack modules.
Is comparing to the NUMMI plant a fair comparison? Isn’t Tesla making more of their own parts (seats, motors, etc) compared to the other manufacturers just putting parts together?
Nice Q1 estimates, congrats!
But let me push back gently against this awful NUMMI comparison you are trying to make, are you really trying to compare:
It's the ultimate apples to oranges comparison.
- $15k-$20k ASP simple to assemble Toyota Corollas assembled in the NUMMI plant in the 90s (which was what much of the NUMMI's output consisted of), where over 40% of the add-on value of the car (the drive train, etc.) was made elsewhere,
- and compare it to Tesla's $40k-$140k ASP units made in Fremont, which have not only much higher ASPs but much higher value-add and expected quality levels as well? With the S/X almost everything that isn't a commodity part is made at Fremont.
Looking at the labor force size should have told you already that the unit based comparison is invalid: NUMMI had only around 4,800 employees at its peak - while Tesla has well over 10,000 employees at Fremont, despite massive automation that utilizes more than 1,000 industrial robots...
A more fair comparison would be average (added-) revenue generated by employee. By that metric Tesla is already way ahead of peak-NUMMI, today.
I naturally assumed Tesla insurance would be backed by a third party insurer. Is Tesla really looking to become an insurer itself? From what I understand there are hefty regulations around that business, especially on minimum capital etc.
You have no right to complain because you are factually wrong on multiple levels.