Todd Burch
14-Year Member
How the hell do you get a $6M bonus when you lose more than a quarter million dollars on every car you sell (is that the latest figure)? What is that company smoking?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
The quarter of a million is just the gross loss, not even the net loss.
Artful Dodger
"Neko no me"
PSA:
Next week is a short week of trading:NASDAQ Market Closed Mon, Feb 19, 2024 for Presidents' Day
Let's make a good one tomorrow, folks.
KKM Financial's Jeff Kilburg: Time to own more Tesla | CNBC (8 hrs ago)
Artful Dodger
"Neko no me"
I got a couple of AJs in my wallet (not Adam Jonas) I can take one for the team...Who has 9 LCID shares?
One huge advantage that Tesla has in selling an L3 system is that the early adopter types that will make up the first wave of buyers are far more likely to already own a Tesla or to buy one.
Potential L3 is not a consideration for your typical Mercedes buyer.
Artful Dodger
"Neko no me"
Seems that a certain assertion made last week was incorrect claiming that Giga Berlin's 6K/wk result was due to 'burst production' before the holiday: Berlin is smashing it right now.
Tobias Lindh on X: "My new time-lapse video from today at #GigaBerlin
The production line is running again and it seems that production output has increased significantly.
I have never seen that many trucks leaving the factory loaded with new Model Ys." /X
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Artful Dodger
"Neko no me"
Sabine Hossenfelder reviews the acceleration in the dawn of AI: (who's last 2 lose their job?)
Rapid AI Progress Surprises Even Experts: Survey just out
Rapid AI Progress Surprises Even Experts: Survey just out
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Artful Dodger
"Neko no me"
TSLA looking strong in the early Pre-Market: (4x QQQ macros)
Tesla Inc TSLA:NASDAQ
RT Quote | Last NASDAQ LS, VOL From CTA | USD
After Hours: Last | 4:25 AM EST
$204.50 +4.05 (+2.02%)
Volume 284,794
It looks like another "no news" day.
cliff harris
Member
I think many people expect the CT ramp to be linear, or a nice smooth curve, but I wouldn't be surprised to see several big jumps. The line is going to be restricted by a single thing at a time, potentially with every other step on the line at a much faster rate.
If everyone can currently go 150 CTs/day except the headlight step, then we potentially double production when they sort out why thats a bottleneck.
They would never share it, but I would LOVE really fine-grained info on what the bottleneck is on any line, for any product at any Tesla factory. But TBH I'm unusually obsessed, as I actually made a whole video game about it (called production line
).Anyway: I'm still hoping to see a step change in CT numbers at some point.
In the long term, the line moves at the rate of the slowest process or part supply. In the short term, it can move as fast as the slowest final assembly line step. Need to give it a week or two to see what steady state is.Seems that a certain assertion made last week was incorrect claiming that Giga Berlin's 6K/wk result was due to 'burst production' before the holiday: Berlin is smashing it right now.
Tobias Lindh on X: "My new time-lapse video from today at #GigaBerlinThe production line is running again and it seems that production output has increased significantly.I have never seen that many trucks leaving the factory loaded with new Model Ys." /X
Line startup after scheduled downtime can be about as peak production as it gets. All machines are 100%, part stock full, materials staged, sub assemblies queued, logistics aligned, buyers amd transporters waiting. Just a few cobwebs in the ol' muscle memory.
They could have also done line improvements, but that would not have impacted pre-shutdown production where they would likely build until they ran out of parts rather than pace based on supplier deliveries.
Seems that a certain assertion made last week was incorrect claiming that Giga Berlin's 6K/wk result was due to 'burst production' before the holiday: Berlin is smashing it right now.
Are we talking about this?
I don't care about 3rd party person.Or, Tesla could have been telling the truth that they were at 6K/week before the shutdown, and are continuing now. But that don't turn the pay-tree on, does it?
In a world where 'supply is low', 'demand is low', and every piece of news is bad, what do you expect? An admission in 2 weeks?
Best part? Not no part! It's the part that WANTS to hear only bad news (especially the fibs you have to wait to disprove, but can trade on the fear in the morning).
#Reminder 2 weeks
I'm pointing out shutdown and startup rates are not necessarily indicative of the sustainable rate.
Looks like licensing Chinese LFP production is going to be the way forward for US LFP cells (as opposed to reinventing the process once patents end)
jkirkwood001
Active Member
K, @cliff harris , we defs wanna see the video game!I think many people expect the CT ramp to be linear, or a nice smooth curve, but I wouldn't be surprised to see several big jumps. The line is going to be restricted by a single thing at a time, potentially with every other step on the line at a much faster rate.
If everyone can currently go 150 CTs/day except the headlight step, then we potentially double production when they sort out why thats a bottleneck.
They would never share it, but I would LOVE really fine-grained info on what the bottleneck is on any line, for any product at any Tesla factory. But TBH I'm unusually obsessed, as I actually made a whole video game about it (called production line
Anyway: I'm still hoping to see a step change in CT numbers at some point.
PPI numbers for january will be out one hour before markets open.
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