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

[Prunesquallor]

Teslabot mass production? Just a potentially silly guess, I have no idea. Does the article say what the jobs are (paywalled for me).

Edit: honestly, I am waiting for the day when we see a fully automated factory of Teslabots making more Teslabots….

Leasing documents describe the building as a warehouse with more than 300 trailer parking spaces, a large truck court and docking capabilities intended to enhance efficiency in loading and unloading products.

Tesla is advertising a handful of job listings in the Brookshire area for warehouse and logistics positions, too. One position for an associate manager in production control advertised on social media platform LinkedIn describes needing someone to oversee cell materials production with experience in handling, logistics and supply-chain management in a manufacturing environment.

 

[Prunesquallor]

23 acres is only a square 1,000' on a side. That's a large warehouse, or a small factory (per above, possibly for battery materials)

Got a handy Google Street View at that address? I wonder what's there right now?

Cheers!

No street view that I can find. Here’s the satellite view of the address listed in the article.

 

[Ogre]

Apparently almost all of the huge expansion Tesla was getting permitted for $700m was actually already underway and has been completed.

All this chatter about *new* permits and expansion at Austin is just echos of the existing work. Our man on the ground, Joe Tegtmeyer talks about these stories and highlights exactly what’s going on. He even highlights the 6 “New” projects on his video.

The media had it 180 out. These filings are mostly for projects which are very close to completion and go-live.

 

[FastEddieB]

23 acres is only a square 1,000' on a side.

That can’t be right. Can it?

edited to add: apparently it is. From Chat GPT:

”23 acres is equal to approximately 968,752 square feet. To find the length of one side of a square that has 23 acres, you would take the square root of 968,752, which is approximately 984. Therefore, each side of a 23-acre square would be approximately 984 feet.”

Still strikes me as counterintuitive.

 

[Accident]

No street view that I can find. Here’s the satellite view of the address listed in the article.

View attachment 895060

There’s Streetview available from I-10. The building area is 1.03 million SF. Buffalo is 1.2M and Nevada is 1.9M. So it could be their smallest facility, but there’s definitely room for manufacturing.

 

[thesmokingman]

Sasha having a look at the CPI numbers. Love his title.

 

[MC3OZ]

23 acres is only a square 1,000' on a side. That's a large warehouse, or a small factory (per above, possibly for battery materials)

Got a handy Google Street View at that address? I wonder what's there right now?

Cheers!

Lathrop is apparently 500,000 sq feet.

Seems like this could be the same size or larger?

If my source is right, Kato Rd is around the same size as Lathrop 506.409 sq feet.

They can always build something higher than Lathrop if building regulations allow that.

1 Million sq feet = Kato Rd + Lathrop,

 

[thesmokingman]

Hmm, peeps are reporting price drops in Canada.

Did the MY just drop $13k???

It looks like the price of the MY just dropped $13k. I was upset when I didn't get one before year end for the 7.5k, but that looks like it might be a mixed blessing.

teslamotorsclub.com

 

[vikings123]

Huge price drops…

 

[kclifton]

Price drops in California too?

 

[CaptainKirk]

Yup, looks like Canadian SR dropped $5K, seems like the performance may have by the same amount too. Did U.S. prices drop as well? Performance 3 now below $55K

 

[thesmokingman]

Huge price drops…

Holy shart, MYP is back to late 2020 price, I'm pretty sure that's what I paid back then.

 

[traxila]

OMG.

Coup De grace indeed.

Tesla turning profits with these prices I assume.

Fifty percent YoY is not the question here, what are the EPS?

Even the Model S Plaid back to 115K.

WOW.

 

[vikings123]

I bought my model Y back in Mar 2021

Base price then:50,000
Base price now: 53,000

So while it’s a huge price drop it is still 6% higher than what it was 2 years ago.

 

[thesmokingman]

I bought my model Y back in Mar 2021

Base price then:50,000
Base price now: 53,000

So while it’s a huge price drop it is still 6% higher than what it was 2 years ago.

Wait so that's not good enough for you??

 

[Accident]

Tax rebate info is now on the website

 

[betstarship]

I actually sold RIVN for some purchases and taxes in the upcoming months. Thanks for the advice even though I do think RIVN is going to do quite well in the future.

I will never doubt @StealthP3D ever again.

 

[house9]

So while it’s a huge price drop it is still 6% higher than what it was 2 years ago.

A great deal if you also qualify for the $7,500 tax credit

 

[traxila]

Tax rebate info is now on the website

View attachment 895069

With the price points I see, everything qualifies.

A M3 rear wheel drive can be had for 36.5 K after tax credit.

Talk about declaring war on the OEMs.

What is their response?

 

[AndrewZ]

And there you have it.