Musskiah
DisGruntled
@unk45 You obviously have experince that offers you enormous insight. When you say "profit margin almost always happens only at the end" and knowing that Tesla Energy has not unwound $4B and counting in unrealized revenues, and that margins were already north of 21% last Q...what type of TE margins do you anticipate in 2024? And in 2025? Do you think Larry Goldberg is dillusional to project 35% margins in the next 12 months and 40%+ margins thereafter. As you say, the only companies to offer a real solution to the 'peaker plant' problem are Tesla and BYD; and as Elon says the next constraint on AI beyond compute is energy, probably beginning next year. This ought to prop up margins for awhile, no? Thank you in advance. @Paracelsus perhaps you could chime in as well... large commercial projects also almost always work on 'project financing terms' which almost always provide basic cash flow as project advances but the PROFIT MARGIN ALMOST ALWAYS HAPPENS ONLY AT THE END. Cash flow is usually decent, but the P&L is very lumpy.
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