Sounds like the race is on between her retirement and GM bankruptcy.
Any bets which comes first ?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Any bets which comes first ?
It's tricky. My ROI in the midwest is just ok with the federal credit. Without that it would take me forever to recoup the costs.
I say it happens at the same time - she retires as part of the agreement from the govt for the next bail out so that "new" management can take over.
Amazing chart, wonder where its at in 2022.
Dont forget that part of the ASP hikes is somewhat offset by the change in product mix as Shanghai continually increases output of SR Y for the global market outside Europe & N. America.
What comes first is whichever makes Mary the most money.
Apparently her most recent compensation package is tied to EV sales growth which explains the drive to bottom of the barrel cheap EVs, her compensation is likely based on # of units shipped.
First half of 2022 for Clean Energy VC funding: $3.7B
Total Corporate Funding for Solar Sector Totaled $12 Billion in 1H 2022
Over 37 GW of solar projects were acquired in the first half of the year Mercom Capital Group, a global clean energy communications and consulting firm, released its report on funding and merger and acquisition
www.benzinga.com
It takes years to design, permit, build and ramp up production of a new factory - even at Tesla speed. Therefore you want to start building those factories long before the demand for your current products have plateaued - if you wait until you reach demand/supply balance on your existing product lines, then your growth will flatline for several years while you design and build factory capacity for your cheaper designs. You don’t have to announce any products years in advance, but you have to plan for their production years in advance.
(Note: I am talking entire new product lines here, not lower end SKUs of existing models which can be built on existing lines aka SR models.)
Artful Dodger
"Neko no me"
Will Tesla Q2 earnings flop or not? (Ep. 624) | Dave Lee on Investing (6 min ago)
@DaveT est'd non-GAAP EPS for 2022Q2 comes in at about $1.63/share.
Paging @The Accountant
@DaveT est'd non-GAAP EPS for 2022Q2 comes in at about $1.63/share.
Paging @The Accountant
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Knightshade
Well-Known Member
are we sure it's not based on % growth in EV sales? Because that'd explain why they went to nearly 0 for GM end of last year... their QoQ growth in EVs is world-leading if you start in Q4 2021
I often post a link to the page:- The price of batteries has declined by 97% in the last three decades
I will be good to get a update on these numbers.
For energy storage there are 3 key issues:-
- Price
- Longevity
- Availability
Gordon and Mark Speigel are friends.
I’d probably tear my ears off if I had to listen to them chat for over 15 minutes.
I’d probably tear my ears off if I had to listen to them chat for over 15 minutes.
If CT achieves even 1/10 of 500,000K annual sales this decade, the only thing any of us will be eating is lots and lots of caviar
Futurist Ray Kurzweil has observed that humans have a hard time imagining the result of exponential change. We tend to think of change as linear, and get very surprised when an S-curve turns from relatively flat to heading for the stars.
If Tesla's FSD is improving exponentially, which seems likely, then the past rate of improvement is not a good guide to the future rate. The fleet providing driving data is growing exponentially. Auto-labeling of that data is/will be exponentially faster. The size and power of AI neural nets is growing exponentially. If Dojo is online as rumored, or close to it, look out.
We might be close to the point where FSD improvement starts to (in Kurzweil's words) "explode with unrelenting fury."
The Inventor of Chess and the Emperor of China
Sounds like the back history for an awesome D&D campaign, but in space! haha
TheTalkingMule
Distributed Energy Enthusiast
Oh they're all scum, I'm not defending CA. I'm just saying the aggression toward homeowners by utility-backed politicians is FAR worse in literally all the other SW states.I've lived on both coasts, and in the middle of the country. CA utilities are MORE corrupt than most, and their hostility to solar is a substantial change in CA in the past 5-7 years. In some states, there is a degree of competition (at least at the power producer level) that keeps the utilities somewhat honest. In CA, the utilities are guaranteed monopolies and the governing body that is supposed to set rates is heavily influenced by their political contributions.
TRIVIA FACT - the San Diego state assemblywoman Lorena Gonzalez (D) that sponsored much of the anti-solar legislation in recent years (Gonzalez’s latest folly would kill rooftop solar | California Focus) is also the one that told Elon to go F himself. She has resigned . . . to take a lobbying position, LoL.
CA is no longer solar-friendly to the same degree they were previously, and it's deteriorating further. In fact, the utilities are downright solar hostile now.
Trivia fact - in 2021, Texas had more NEW solar installations than California, and if you look at the year over year trend, it's growing. California is no longer the bastion of renewable energy they once claimed to be, they are getting passed by other states.
10 States Are Leading Solar Energy Installation 2024 - EcoWatch
Not all states have the same sunshine, regulations and market forces. Given these variations, which states are leading when it comes to solar PV installations?www.ecowatch.com
I'm ELATED that Tesla is forming Virtual Power Plants with their distributed solar+powerwall installations, AND paying their customers handsomely for their participation ($2/kwh during peak draw events). If this can be scaled, it would be a TRUE COMPETITOR to the entrenched utilities, and offer a glimmer of hope for those that really want fairness for utility rates.
Just from a Tesla perspective, look at what was done in Nevada to railroad SolarCity into insolvency and set the entire residential industry back two years.
The Rive brothers were lured there in 2014/15 by the governor to build their global headquarters. The minute it's done Buffett tells the governor and state legislature to eliminate net metering in Nevada.
Literally a death blow for SolarCity, and I would argue the entire US marketplace has been stuck in the mud ever since.
Arizona. New Mexico. Florida. Tons of exples of states who simply pull the rug out by sabotaging even the possibility of going solar in their state. Pennsylvania was the same way until Tom Corbett was run out of office in disgrace.
I think you may be letting your political slant cloud your rage on this one. CA is middle of the pack when it comes to energy corruption. Top handful in crappy execution obviously.
Why do you say $800?
if you believe in Max Pain as a predictor of weekly close (which I perhaps have wrongly assumed you do since you keep posting the max pain graphs every week) - then it clearly is in the low $700s on that image currently.
(to be clear I don‘t put a lot of weight in Max Pain, especially on earnings weeks)
JusRelax
Active Member
How do you not get put on TSLAQ blacklist? My first TSLA support post 3 years ago and I got immediately put on blocklist:
TheTalkingMule
Distributed Energy Enthusiast
I like now CNBC's headline is how TWTR "fires back at Elon Musk's attempt to delay trial".
Um.....delay? This was a motion to expedite from the Twitter board. Do the expect Elon to support Twitter motions?
Embarrassing state of "journalism" in 2022. Lolora Kolodny I bet. Didn't bother clicking.
Um.....delay? This was a motion to expedite from the Twitter board. Do the expect Elon to support Twitter motions?
Embarrassing state of "journalism" in 2022. Lolora Kolodny I bet. Didn't bother clicking.
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