If I could get coffee instead of tea....that would be nice.You would refuse them a cup of tea and use of your phone so they could summon a Tesla Mobile Service Technician?
Oh, wait, they could do that from their center touchscreen!
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Should have said "prominent(according to some people familiar with the matter)"
Reason for SP today: 'The 'O'Leary Effect'....not to be confused with 'The TT007 effect'
No, it's because Zack made very nice and clear 10Q
trix
Member
Could this be the reason we are up today?
"Commerzbank, the big German lender, increased its bet on Elon Musk's electric-car company last quarter, part of a series of investments that stand to benefit as automation and digitization spread through the economy."
"Commerzbank, the big German lender, increased its bet on Elon Musk's electric-car company last quarter, part of a series of investments that stand to benefit as automation and digitization spread through the economy."
German bank hedging against German auto collapse?
JusRelax
Active Member
It must be hilarious, Neroden didn't disagree!
I don't per se disagree with him, I just disagree with the claim that he aced the interview. I think the interview wasn't very good.
Carl Raymond
Active Member
Loved his solid responses. One nitpick. Can we all remember that the battery target is a terawatt hour per annum of cells/packs. No such thing as a terawatt of batteries.
pyromatter
Member
[URL="https://www.tesla.com/blog/introducing-megapack-utility-scale-energy-storage"]Introducing Megapack: Utility-Scale Energy Storage
https://www.tesla.com/megapack[/URL]
https://www.tesla.com/megapack[/URL]
“For utility-size installations like the upcoming Moss Landing project in California with PG&E...”
Sounds like that’s still on/unaffected by the BK.
You can cache Netflix to watch later. Imagine Tesla on this list of devices:
Downloading TV shows and movies on Netflix
Stars aligned
Member
"...60% increase in energy density...."
Can someone explain how this is possibly possible?
My fav part of the press release for Mega pack: Tesla developed its own software in-house to monitor, control and monetize Megapack installations
Most of us here are aware but hardware is the revenue driver and software is the profit driver. Looking to forward to Tesla's software suite taking over the EV loops(EV generation, usages(transportation), and storage).
Most of us here are aware but hardware is the revenue driver and software is the profit driver. Looking to forward to Tesla's software suite taking over the EV loops(EV generation, usages(transportation), and storage).
Carl Raymond
Active Member
10x faster deployment. If half the cost is deployment, we’re looking at at least 25% reduction in the cost of storage.
Shall we call this the coal killer, or the more ambitious fossil killer?
Analysts tomorrow morning "We value the Megapack potential at $1/share."
StealthP3D
Well-Known Member
My take: He crushed the first half of the interview and the second half was considerably weaker but he still handled it as well as most seasoned analysts.
During the first half of the interview, he was actually shaking up the CNBC talking heads who were blown away by his answers and had to stumble over their words a bit in order to change the subject by asking an unrelated question.
It was obvious the CNBC heads didn't even know enough about the latest quarterly report to even question him on that without looking ignorant on the subject matter so they kept the questioning to simple overview types of questions like "I've never heard you voice any concerns about Tesla, certainly there MUST be some negatives. In your view what's the most worrisome thing about Tesla" (paraphrased) or general comparisons to Apple without Steve Jobs. None of them wanted to get into the nuts and bolts of the results (which is presumably what the post-earnings interview was intended to cover).
Gali could improve his already excellent performance by walking all over them when they ask dumb overview questions by saying something like "Well Musk certainly is a polarizing figure but lets look at the results he delivered this quarter, particularly in terms of ...." In other words, directing every dumb question back to the nuts and bolts of the numbers which Gali has such good command of and the growth rate from the previous quarter, the year-ago quarter, the direction management is moving, etc. etc.
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It's easy to forget just how impressive this is. Employees are reporting in to start work in a state of the art car factory which was a muddy swamp just 6 months ago. It normally takes auto companies 6 years to get a new factory up and running. Congratulations Tesla and China!
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