Drumheller
Active Member
How much will you regen on the way down?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Stretch2727
Engineer and Car Nut
I follow this account on Twitter. Pretty good analysis for TSLA 2030 earnings and stock price.
$123B in annual cash flow and stock price of $1226
www.fallacyalarm.com
$123B in annual cash flow and stock price of $1226
The Tesla Transformation 2030 (incl. Excel Model)
Tesla is a hardware business. Every quarter, we worry about how much metal are they shipping in the shape of vehicles and energy products and how much revenue and margin they generate doing so. In the future, this Volume x ASP model will be transformed into a Fleet x ARPU model. It will be less...
www.fallacyalarm.com
Artful Dodger
"Neko no me"
Fun Fact: Which cost more in constant dollars, a 1928 Duesenberg Model J or a 2023 Tesla Model S Plaid (w. Ultra-Red paint, Arachnid wheels, FSD, and Track Pack)?
A hundred years ago, the Model J was the Model S of it's era. Which would you rather drive?
A hundred years ago, the Model J was the Model S of it's era. Which would you rather drive?
Yup, it's a Duesy! $241,500 adjusted for inflation, vs about $153,250 for a loaded Model S
www.in2013dollars.com
$13,510 in 1928 → 2024 | Inflation Calculator
The 3.07% inflation rate means $13,510 in 1928 is equivalent to $245,175.69 today. This inflation calculator uses the official US consumer price index published by the Department of Labor.
www.in2013dollars.com
Very different than going on a cruise ship full of Tesla OnlyFans.
Moderator note: Please pay attention.
Two mods are away from their computers, and the remaining one (me) is semi-retired from the forum due to work at a startup. So when topics come up that gradually drift away from the purpose of this catch-all thread, it is almost impossible for us to do any meaningful clean-up by moving posts out, or even deleting some of them. We have been having an off-line discussion about this, and here is the proclamation:
Example 1: Self Driving. Yes, it's important, and posts that talk about economic impact to Tesla/TSLA are, or may be, relevant here. But posts talking about the technology behind it, whether competitors can succeed or not, whether you need HW3 vs HW4, and other speculations, should be (and should always have been) in the dedicated self-driving thread, not here.
Example 2: Plug in hybrids, plugged in or not, performance of BMW range extenders, are completely irrelevant to this thread. They could be in the investor's off-topic thread, or the actual argument about PHEVs thread, or start a dedicated thread. But no more here.
Example 3: Anything about Twitter/X does not belong here. The subject quickly becomes toxic.
Example 4: Disney parks and cruises? I don't even know how or where that one started.
So, before you reply, think about whether your reply has anything to do with TSLA investment. Take two deep breaths, count to 10, whatever. Please.
PS: remember that moving things takes work (and a plug for @Buckminster creating new threads), it's much easier for us to nuke from orbit.
--ggr o.b.o. the three amigorators.
Two mods are away from their computers, and the remaining one (me) is semi-retired from the forum due to work at a startup. So when topics come up that gradually drift away from the purpose of this catch-all thread, it is almost impossible for us to do any meaningful clean-up by moving posts out, or even deleting some of them. We have been having an off-line discussion about this, and here is the proclamation:
Example 1: Self Driving. Yes, it's important, and posts that talk about economic impact to Tesla/TSLA are, or may be, relevant here. But posts talking about the technology behind it, whether competitors can succeed or not, whether you need HW3 vs HW4, and other speculations, should be (and should always have been) in the dedicated self-driving thread, not here.
Example 2: Plug in hybrids, plugged in or not, performance of BMW range extenders, are completely irrelevant to this thread. They could be in the investor's off-topic thread, or the actual argument about PHEVs thread, or start a dedicated thread. But no more here.
Example 3: Anything about Twitter/X does not belong here. The subject quickly becomes toxic.
Example 4: Disney parks and cruises? I don't even know how or where that one started.
So, before you reply, think about whether your reply has anything to do with TSLA investment. Take two deep breaths, count to 10, whatever. Please.
PS: remember that moving things takes work (and a plug for @Buckminster creating new threads), it's much easier for us to nuke from orbit.
--ggr o.b.o. the three amigorators.
Any legacy auto company would lose their dealer network if the truly implemented OTA updates. They are stuck with policies from eighty years ago.
I hope this is OK in the after market.
When I posted this I was exited and forgot to mention my source. Later I could not edit the post.
Source was Tsla Chan on X:
When I posted this I was exited and forgot to mention my source. Later I could not edit the post.
Source was Tsla Chan on X:
That was back in the day when "EVs will never take off and we will ensure that result by making EVs which give a poor driver experience". That tactic failed big time.
insaneoctane
Well-Known Member
I suspect we'll all get educated on UAWs willingness to play chicken with bankruptcy well beyond the point of no return. I belive what's coming will be bankruptcies and direct look into the UAWs cold, dark, unbeating heart...GM and F getting kicked to the curb (thanks, UAW):
Components of the S&P 500
# Company Symbol Weight Price Chg % Chg 148 General Motors Co GM 0.135225 
-1.91 (-5.25%) 149 Ford Motor Co F 0.133732 -0.55 (-4.28%)
Dikkie Dik
If gets hard, use hammer
146 MegaPacks ready for delivery outside Lathrop, 500 million worth
bkp_duke
Well-Known Member
dhanson865
Well-Known Member
I follow this account on Twitter. Pretty good analysis for TSLA 2030 earnings and stock price.
$123B in annual cash flow and stock price of $1226
The Tesla Transformation 2030 (incl. Excel Model)
Tesla is a hardware business. Every quarter, we worry about how much metal are they shipping in the shape of vehicles and energy products and how much revenue and margin they generate doing so. In the future, this Volume x ASP model will be transformed into a Fleet x ARPU model. It will be less...
He's about 10% below the Stephenson indicator for 2030. I think his number will look hilariously conservative by then.
Makes sense though. A Duesy is more like a Rolls Royce than a Tesla.Fun Fact: Which cost more in constant dollars, a 1928 Duesenberg Model J or a 2023 Tesla Model S Plaid (w. Ultra-Red paint, Arachnid wheels, FSD, and Track Pack)?
View attachment 963804
A hundred years ago, the Model J was the Model S of it's era. Which would you rather drive?
Yup, it's a Duesy! $241,500 adjusted for inflation, vs about $153,250 for a loaded Model S
$13,510 in 1928 → 2024 | Inflation Calculator
The 3.07% inflation rate means $13,510 in 1928 is equivalent to $245,175.69 today. This inflation calculator uses the official US consumer price index published by the Department of Labor.
Artful Dodger
"Neko no me"
IRRC, the last time GM went bankrupt circa 2009, a whole bunch of UAW retirees lost their GM pensions. But why would the UAW leadership care about that, huh? This article is from Jan 18, 2022: (wonder how many died waiting)
Supreme Court declines to take up case of Delphi retirees over lost pensions
The justices let stand a ruling by the 6th Circuit U.S. Court of Appeals upholding the government termination of their pension plans.
www.detroitnews.com
Just a reminder, go back and listen to the earnings conference call and in particular Drew's comments around Megapack/Energy. Draw your own conclusions but it seemed rather obvious to me that Drew was hinting multiple times that they plan on recognizing revenue from a number of projects that either already have been completed so far in Q3 or will be completed by end of Q3.
dhrivnak
Active Member
No with the Volt a simple switch inside. I used it a lot when towing. The Volt was actually a well engineered car.Are you saying the Volt and I3 actually did have a harness to be deployed so passengers may be used as mules to move the vehicle?
/jk
Attachments
Artful Dodger
"Neko no me"
... and the video on Youtube:
Tesla Fremont + Lathrop 08/10/2023 | "Met God in Wilderness" on YouTube (qued to Lathrop @ 9:46)
Yes, that's 193 Megapacks sitting in Lathrop logistics yards, or about $386M in finished inventory.
Cheers!
Last edited:
Just when you think Farley and Ford turned a corner.... 
www.marketwatch.com
Ford is going all in on hybrids. Here’s why.
Ford Motor Co. is betting that hybrid vehicles will be a bridge toward an all-EV future — perhaps a longer bridge than most people expect.
www.marketwatch.com
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