Do you think they build bigger Roadrunner line just for R/D + lols and giggles? Thy need vehicle for them, it can't be 3 or Y, because size of the volume. Line is not ready and refresh is nether. When they both are ready, then you get what you want...
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I wish he had done that sooner though..
HG Wells
Martian Embassy
dqd88
Member
Probably when he said "it's not like Tesla is minting money, which you wouldn't guess from our stock price" [sic] like seriously man... could he just not say *sugar* like that. why.
Great presentation overall though.
Below is an image with the 10 largest companies in the world in terms of revenue. The main point that I understood from this presentation is that Tesla is aiming to get a lion share of the generated revenues I marked in red... already by 2030...let thank sink in. If they succeed, holy hell
When Musk said the new battery anode tech isn't quite working (yet) - the yield was low - and that the Pilot production line will take 12 months to get up to full 10GW speed.
Tes La Ferrari
Active Member
Cant wait until tomorrow's hopeful MMD.
Sherlocking the couch cushions for some dry powder now.
Sherlocking the couch cushions for some dry powder now.
the Roadster top speed is 250 miles+ and 620+ mile of range
What is the analyst consensus on the Q3 P&D?
Wait .... you mean after all that there is no new iPod in the store tomorrow???
I’m out
WS .... Las Vegas with suits
cheers to the longs !
I’m out
WS .... Las Vegas with suits
cheers to the longs !
woodisgood
Optimustic Pessimist
Market wanted shiny things that will be available to purchase very soon.
Not a plan to save the world.
And, basically a roadmap for every other car manufacturer that wants to survive. "Here is the way to the future, follow us!"
I think Elon used the words "very insane" and "big" in response to some of the questions on twitter. As a long term investor I know why he used those words because some of the numbers mentioned in the presentation were truly mind boggling. Plus the FSD rewrite seems to be going really well too.
So to be fair he did hype it up on twitter and did the prudent thing by tempering the expectations later.
People are funny.
Are you planning on selling shares tomorrow?
If even medium term, I can't see how increasing energy density 50% and reducing cost 50% cannot be bullish for accumulation of shares by long term investors over time.
It may not happen right now, but it will happen.
Are you planning on selling shares tomorrow?
If even medium term, I can't see how increasing energy density 50% and reducing cost 50% cannot be bullish for accumulation of shares by long term investors over time.
It may not happen right now, but it will happen.
The biggest drop started when he mentioned that Maxwell's dry metal process wasn't 100% functional yet. That comment made me nervous.
Knightshade
Well-Known Member
As I said- overall this was a lot of nerdy tech stuff that is fantastic long term for the company... but there were basically 4 bits I cringed at- the one you cite is one of em.
A second was earlier where they were explaining the dry cell process, and Elon was basically "once we get this to work" and then corrected himself like "I mean, it works now, we just need to improving how to scale it" or something suggesting this wasn't as sure a thing as they were suggesting and that the PILOT production line was a year away from fully ramping.
Third was "Plaid on sale now- delivery by end of 2021"- the one legit over expectation I had at all for today was they were gonna have a Plaid S on stage with delivery either immediately or end of 2020.
And the last was right near the end one of the employees was like "these are real things, they exist right now!" like some kinda bad Trevor Milton impersonation.
I do need to harken back to all the disagrees I got when I kept explaining why "MILLION MILE BATTERY" isn't a big deal and nobody cares about that and everyone pounded me on how it's gonna be YUGE during battery day and OMG V2G ALONG WITH IT.
And not only did MMB not get mentioned, V2G got explicitly dismissed as unimportant by Elon.
Instead I pointed out the two BIG DEALS are:
Cheaper batteries
A lot more batteries made a lot faster.
And those were the major focus of what was presented -as Elons been telling us for years- to anyone who bothered to listen- those were by far the 2 biggest things holding back the mission.
It's a presentation that show the true color of Tesla: innovation, forward looking and tackle the problem head on.
And any long term investor can attest it with so many living proofs: Model 3 ramp, Model X falcon wing door.
I am glad they kept this tradition.
And any long term investor can attest it with so many living proofs: Model 3 ramp, Model X falcon wing door.
I am glad they kept this tradition.
As I recall, it took the chip industry a long time to get decent yields. It appears that Tesla will get decent yields much faster. I'd guess about the same time as the Texas factory completes.
jhm
Well-Known Member
not quite - EVs/batteries removes the ongoing money spent on some oil based products - its mostly an elimination rather than a transfer of revenue. Someone buying a Tesla instead of an ICE doesn't then spend the same amount of money with Tesla that they spent on the ongoing cost of refuelling their car with gasoline.
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