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

[hobbes]

"Assuming the things I am saying are true - and I do believe they are true..." - Elon Musk

 

[Pezpunk]

i could not be less interested in watching Elon do absolutely hypothetical math about robots.

It's certainly the least appreciated part of Tesla by me.

 

[TN Mtn Man]

Rate of progress on Optimus in just the last few months is bloody impressive.

 

[SOULPEDL]

Hard act to follow!

 

[zannman]

Charging income stream focus. If they didn't lose the Street already, this might bring things back into focus.

 

[Big Time]

His weight looks good, and he might be lifting

lifting?

Or Heightening?

 

[Ogre]

I haven’t seen a plan, just a rehash of previous Tesla ‘days’.

Underwhelmed so far.

What did you expect?

I mean... genuinely this is almost exactly what they said when they going to do.

If you came into this thinking otherwise, or expecting a big reveal of new products it's a self goal.

 

[SOULPEDL]

Chargers - Fast as installing outdoor bathrooms?

 

[Skryll]

I do get nerdgasms hearing about the efficiency of supercharger deployments, this is just examples of why Tesla is structurally so ahead of everybody across the board. And that is relevant to investors. Not a temporary lead.

btw, v4 chargers will have longer charging cords, where first deployed in Europe. This solves issues we see with the current v2/v3 magic dock solution where F150-lightning had to park sideways to reach its charge port

 

[Hiline]

Charging capacity projection incorporating air traffic information is next level stuff.

 

[hobbes]

4th gen Superchargers are being deployed in Europe featuring longer cable!

 

[jkirkwood001]

re ratio of robots-to-inhabitants:

• Elon: "I can see 1-to-1 ratio"

So, um, TAM market for Optimus is 8 billion?

At US$20 K x 8 billion is a future TAM of, um, $160,000,000,000,000.




Okay.

 

[SmokyPeat]

Hyundai and Jeep. Mild hybrids, in particular tend to be 48v.

They all use 12V for all systems besides the hybrid drive, as far as I know.

 

[Big Time]

Are all the people in the room drinking out of cartons of milk?

 

[Contrails]

Are all the people in the room drinking out of cartons of milk?

I think it's "boxed water"

 

[vikings123]

Investor day is difficult for people to understand especially traders who look at trading charts lol.

I know people are disappointed with how the stock is reacting but trust me this is way better than a huge gap up and getting sold off.

My read is that they are shaking shares loose from momentum traders. Of course I could be wrong.

 

[Chunky Jr.]

Tesla : we're going to be huge and insanely profitable in a few years!
Wall St : we can't wait that long. Sell

 

[SmokyPeat]

The market should like the charging presentation, at least.

 

[jkirkwood001]

I get it, WS down 2.7%.

But the presentation is overwhelming, to me, about how comprehensively Tesla is looking far ahead about how to create way, way better products, and orders of magnitude more efficiently.

Yes - I think there are more bombshells to come (where are the new factories??). BUT, Tesla don't rest on their laurels. They are not driven by $, especially Elon. They are driven by the love of design. The genius of engineering. The Mission.

Tesla simply never. Takes. It's foot. Off. The accelerator.

Amazing. I'm more bullish than ever. HODL.

 

[Ogre]

This really feels a lot like Apple's Developer Keynotes like their "State of the Developer Nation". The way they go from one speaker to the next giving a short synopsis of their progress gives a good overview of the nuts and bolts of the business....

... but Apple is talking to developers who presumably know the basics of what they are talking about. For Wall Street analysts these fairly in depth talks will likely go over their heads. I have a feeling this will be a bit of a slow burn (at best) as the more intelligent analysts digest this and talk to specialists and figure out how far ahead Tesla is here.