The Accountant
Active Member
The IRA credits are buried in Cost of Goods Sold (a reduction in costs).
Here is an excerpt from the Q3 10Q:
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The IRA credits are buried in Cost of Goods Sold (a reduction in costs).
I freely admit I have considered only BEVs. Since nearly all pouch users have faced significant problems, that one probably was inevitable. Still, they should have known better.
Frankly I admit I think of their prismatics, Blade as a quite substantial advance.
Anyway, just thinking about Tesla Free Cash Flow makes me more convinced that I already was that they have no peer in operating quality. None of the Chinese competitors ahem anything even approaching TSLA financial and logistical talents. Strongly none have yet successfully copied the direct sales model although several Geely companies are trying to approach that, notably Polestar and, in some countries Volvo.
How will V12 impact revenue and profits? The only possibility is that it's so amazing that the take rate increases, but currently it looks like a step iteration from V11. The excitement is that it should improve quicker after release.V12 is the wildcard that might be released wide and impact FSD revenue and profits
?How will V12 impact revenue and profits? The only possibility is that it's so amazing that the take rate increases, but currently it looks like a step iteration from V11. The excitement is that it should improve quicker after release.
That's debatable (and not really something to argue here), but regardless...how would it add revenue and profits??
All reports from those that have driven it say it is far more than a step iteration. And yes, I’m talking about more than just Omar.
The smoothness increase alone might bring more people back into the fold.
Hasn't FSD been the "positive outlook for the next years" for multiple years now?I see a lot of people trying to be positive by talking of the $29k car in 2 years (not 18 months, sorry).
The Positive outlook for the next to years is FSD development (not completion unless Dojo kicks in) and Energy.
they should be rolling the Model NG out right now... rather than wasting resources/ manufacturing capacities on the niche Cybertruck...My biggest issue is that it looks like to me that Tesla didnt better prepare for 2024 in 2023. From losing IRA tax credits on the Model 3, to the delay in launching the Model 3 Highland in USA. To not shifting production around at facilities to better make use of them. Amazes me that Fremont is still so much ahead of Texas. Honestly I cant imagine that the Model NG shouldnt be 100% designed already. Why wasnt production facility in Texas being built already. Why is Semi still not really launched. Seems like someone was pre-occupied. Tesla should be absolutely killing the other manufacturers with the competitive advantage they have in the USA and I mean much more than they were a year ago.
so far along they haven't unveiled it yet or are anywhere near unveiling... yet the Cybertruck was unveiled 4 years before it was delivered. So yeah.... not too confident with "mid-2025". I'm super happy they will do a sub $30k vehicle... just not sure we will see it before 2026."very far along on next gen vehicle"
I am humbled again - way off! Congrats to the folks with the better crystal ball.
My biggest issue is that it looks like to me that Tesla didnt better prepare for 2024 in 2023. From losing IRA tax credits on the Model 3, to the delay in launching the Model 3 Highland in USA. To not shifting production around at facilities to better make use of them. Amazes me that Fremont is still so much ahead of Texas. Honestly I cant imagine that the Model NG shouldnt be 100% designed already. Why wasnt production facility in Texas being built already. Why is Semi still not really launched. Seems like someone was pre-occupied. Tesla should be absolutely killing the other manufacturers with the competitive advantage they have in the USA and I mean much more than they were a year ago.