Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[insaneoctane]

Ha! Adam J asking Elon if he'd want LiDar if totally free! Ha!

 

[Big Time]

Oh man Jonas is a idiot. Waste of time.

 

[hershey101]

Lol why do they allow Jonas. Someone please buy all of their shares and take this moron off the call.. He's been asking stupid questions for 7 years now.

 

[MartinAustin]

Adam Jonas completely wasted his questions

 

[Kenypowa]

Oh man Jonas is a idiot. Waste of time.

Always asking the relevant question such as Jeff Bezos.

 

[j6Lpi429@3j]

LOL. Jonas is like the mid-call comedy sketch.

 

[space_s3x]

Rob's reactions on his live stream rn

 

[mejojo]

Agree that it’s being capped, but disagree that it goes up tomorrow. I’m 99.9% sure we’ll be red tomorrow.

Would you therefore give me 1000:1 odds on a bet? How about 100:1?

 

[MP3Mike]

My thought is that transferring FSD to a new vehicle would be allowed only when trading a Tesla in on another Tesla. Since Tesla is going to remove/resell the FSD option when they resell the trade-in, it's not really going to change the resale of the trade-in in this model.

The only difference would be that the person might have paid ~$5k for FSD and current price could be ~$10k. And you wouldn't get the full $10k value in trade-in, so it would potentially reduce FSD revenue.

 

[Big Time]

I can’t get over Jonas.....what a complete tool. He’s probably sitting in an empty room with his shirt tucked in and gel in his hair. Pro

 

[Mo City]

Approximately doubling stationary storage. Not bad, but I'd like to see higher aspirations for this piece considering how important it is to the energy transition. Why are we paying down debt rather than starting two more Chinese Gigafactories tomorrow?

He said storage would double next year and accelerate after that. What more do you want?

Be patient on more Chinese GFs. I expect them to announce one by late next year or early '22 similar in scale to Tera Austin.

 

[insaneoctane]

Jonas was looking for this….

(and DIDN'T get it!)

 

[hershey101]

Haha overeager elon just confirmed 850k-1m cars in 2021

 

[bkp_duke]

FINALLY! Question on 2021 guidance.

Zach wanted to punt it, but Elon stated "in that range" when asked if 800k to 1M cars.

 

[Cherry Wine]

Haha overeager elon just confirmed 850k-1m cars in 2021

That's a stretch based on what he actually said. But that's clearly in the ballpark of their goal.

 

[CyberDutchie]

FINALLY! Question on 2021 guidance.

Zach wanted to punt it, but Elon stated "in that range" when asked if 800k to 1M cars.

They will be able to more accurately forecast on Jan 21st next year,

 

[Chunky Jr.]

I was expecting Adam Jonas to ask another follow up about whether Superman could kick Batman's butt

 

[bkp_duke]

They will be able to more accurately forecast on Jan 21st next year,

Right . . . but Elon dropped a big hint there.

 

[Sparky4life]

The biggest thing here, is if you transferred it to your new vehicle, it would reduce the value of your used vehicle which would lose it.....

Yep.

Tesla: We are happy to offer you $40k for your Model 3 tradein!
Me: Can I transfer my FSD to my new car?
Tesla: Sure! We are happy to offer you $32k for your Model 3 tradein!

 

[hershey101]

Does this sound right?

Deliveries:
2021 ~900k
2022: ~1.4m
2023: ~1.9-2m
2024: ~2.8-3.1m
2025: ~3.8-4.2m
2026: ~5.7-6.3m
2027: ~7.5-8.5m
2028: ~11-12m
2029: ~15-16m
2030: ~19-21m