Buckminster
Well-Known Member
Replies to the tweet suggest everyone is equally confused. How could the pick-up come to market ahead of the Semi?
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Well maybe very easily. They have a lot more production capability now than a year ago, much much more than 2 years ago. Using flippant language about doing a Mercedes van collab also makes it seem like they're living in a new paradigm now where certain products can be brought to market much more easily than before. I mean... They do print money now. Not really farfetched
Nov 15
Short interest numbers are pretty far off what S3 shared last week. Any insights to what caused the discrepancies?
1 reply0 retweets1 like
Nov 16
Also, which is more accurate? On 11/01 S3 posted “short interest is $10.85 bn, 32.16 mm shares shorted” while Nasdaq says short interest on 10/31 was about 29.9 Million shares.
5h5 hours ago
Nasdaq will be most accurate point in time twice a month with a big delay. S3 is forecasting total real time SI based on activity within their view. My assumption is that a heavyweight player in the $TSLA short game made big moves and threw off the forecast.
8m8 minutes ago
Ihor Dusaniwsky Retweeted Robert Bush
Pretty much spot on, and the activity was probably covered with internal Prime Broker stock loan supply which makes it even more invisible to us.
We may hear soon another or more short outing himself in the press that he/they pulled back from the position. Erosion will continue in particular if its as assumed a larger player who covered over the days.
Beside other factors this is one who gave Tesla the strength over the exceptional weak market we are in.
Also I do not hear that much FUD any more in orchestration with larger short selling. So it sounds like some do exit and do not trigger the media any more. Thats good news.
10m10 minutes agoIhor Dusaniwsky Retweeted John D.
We are seeing gradual buy-to-covers in $TSLA shorts, not a short squeeze, and there is still a large amount of short exposure in the stock but some short sellers are trimming their positions.
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I like the priority order Elon listed. What he mentioned is the product order. Above all of them, the highest internal priority probably is FSD.
Model Y will be high demand high margin. So definitely top on the product list.
SolarRoof is very close to mass production, so give it high priority to get it out of the door.
Pickup truck - huge market. Can replace a lot of gasoline/diesel consumption.
Although Semi and Roadster get lower priority, I think they will come to the market in 2020.
I can see Tesla soon will need 10 Gigafactories. After Model 3 and Model Y reach stable production, the cash flow should allow Tesla to add two Gigafactories per year. The next few years will be very exciting.
My investment approach is still the same: buy enough whenever there is a big pullback so I don't have to chase after a rally. Meanwhile I continue to save cash to add more shares in the future.
Model Y will be high demand high margin. So definitely top on the product list.
SolarRoof is very close to mass production, so give it high priority to get it out of the door.
Pickup truck - huge market. Can replace a lot of gasoline/diesel consumption.
Although Semi and Roadster get lower priority, I think they will come to the market in 2020.
I can see Tesla soon will need 10 Gigafactories. After Model 3 and Model Y reach stable production, the cash flow should allow Tesla to add two Gigafactories per year. The next few years will be very exciting.
My investment approach is still the same: buy enough whenever there is a big pullback so I don't have to chase after a rally. Meanwhile I continue to save cash to add more shares in the future.
Semi will take longer to produce and Y's will produce more revenue and more cash flow quicker, so you have to go w/ Y's first.
Elon MuskVerified account @elonmusk
Replying to @FredericLambert @frozencanuck @ScaleyMurrsuit
In order of resource priority, but not necessarily production ramp, as that depends on thousands of parts & processes, which are extremely difficult to forecast
Elon Musk on Twitter
pyromatter
Member
Tom Randall on Twitter
Has the pickup timeline been accelerated? Everything else on this list is supposed to be in production in 2019 or 2020.
Elon Musk on Twitter
What really matters is time to volume production, not initial market intro. Apart from brief moments, Tesla vehicle production is limited by total battery output.
Fred Lambert on Twitter
Are we to understand that this list is in order?
Elon Musk on Twitter
In order of resource priority, but not necessarily production ramp, as that depends on thousands of parts & processes, which are extremely difficult to forecast
Scott Robertson on Twitter
Won't it end up the same as roadster 1.0 though? You essentially have to change every single part of it.
Elon Musk on Twitter
No, it’s got enough load capacity & volume to carry the battery pack & our current pack energy density is about double that of original Roadster. Still, it would probably only save about 30% to 40% of effort, all things considered.
Has the pickup timeline been accelerated? Everything else on this list is supposed to be in production in 2019 or 2020.
Elon Musk on Twitter
What really matters is time to volume production, not initial market intro. Apart from brief moments, Tesla vehicle production is limited by total battery output.
Fred Lambert on Twitter
Are we to understand that this list is in order?
Elon Musk on Twitter
In order of resource priority, but not necessarily production ramp, as that depends on thousands of parts & processes, which are extremely difficult to forecast
Scott Robertson on Twitter
Won't it end up the same as roadster 1.0 though? You essentially have to change every single part of it.
Elon Musk on Twitter
No, it’s got enough load capacity & volume to carry the battery pack & our current pack energy density is about double that of original Roadster. Still, it would probably only save about 30% to 40% of effort, all things considered.
I don't understand those last two tweets. Won't "it"? Change every single part? Why wouldn't a vehicle be able to carry its own battery pack? "it" would save 30-40%... again, what is "it"?
ED: Ah, I see, you left out the context. The last two tweets are talking about retrofitting a Mercedes sprinter van with Tesla hardware.
ED: Ah, I see, you left out the context. The last two tweets are talking about retrofitting a Mercedes sprinter van with Tesla hardware.
sundaymorning
Active Member
Short interest numbers are pretty far off what S3 shared last week. Any insights to what caused the discrepancies?
1 reply0 retweets1 like
Also, which is more accurate? On 11/01 S3 posted “short interest is $10.85 bn, 32.16 mm shares shorted” while Nasdaq says short interest on 10/31 was about 29.9 Million shares.
5h5 hours ago
Nasdaq will be most accurate point in time twice a month with a big delay. S3 is forecasting total real time SI based on activity within their view. My assumption is that a heavyweight player in the $TSLA short game made big moves and threw off the forecast.
8m8 minutes ago
Ihor Dusaniwsky Retweeted Robert Bush
Pretty much spot on, and the activity was probably covered with internal Prime Broker stock loan supply which makes it even more invisible to us.
We may hear soon another or more short outing himself in the press that he/they pulled back from the position. Erosion will continue in particular if its as assumed a larger player who covered over the days.
Beside other factors this is one who gave Tesla the strength over the exceptional weak market we are in.
Also I do not hear that much FUD any more in orchestration with larger short selling. So it sounds like some do exit and do not trigger the media any more. Thats good news.
Ihor Dusaniwsky Retweeted John D.
We are seeing gradual buy-to-covers in $TSLA shorts, not a short squeeze, and there is still a large amount of short exposure in the stock but some short sellers are trimming their positions.
Investors who put their money into FANG stocks generally understand the growth story. Recently we are seeing a massive drop in FANG stocks, moving that sector into bear territory. I believe a small portion of money moving out of FANG are now moving into Tesla, the new growth kid in town.
Elon Musk on Twitter
It looks like we're constrained by battery output.
I'd love to see the Tesla Semi out first. It can probably save the most CO2 per kWh.
It looks like we're constrained by battery output.
I'd love to see the Tesla Semi out first. It can probably save the most CO2 per kWh.
pyromatter
Member
Streetinsider.com on Twitter
SpaceX is Said to Reduce Loan Deal to $250M from $750M - Bloomberg $TSLA
SpaceX is Said to Reduce Loan Deal to $250M from $750M - Bloomberg $TSLA
But when they are battery constrained bringing out the Semi first is not the best move. Tesla needs to make money to grow and 8 Model Y’s or 5 Pickups will bring in more profits than 1 Semi.
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I think that's a false equivalency. 1 semi probably uses about as much battery as 3 Y's or 2 pickups. And margins are probably excellent for semi. Plus literal visibility of semi is a non-negligible factor.
Mulligan Jake
Member
Actually a Semi probably uses as many batteries as 5-10 Model Ys. (Depending on if short or long range.)
Huh? Yup just woke up..
Strong doubt
I could see up to 5 MAYBE
They rate the Semi at <2kWh/mile and a range of 500 miles. That means the battery could be as big as 1,000kWh. (Or 13.3 times the size of the 75kWh Model 3 LR battery.)
Elon has hinted that they have improved things since they announced it, but I don't know if that means they will go for a smaller battery pack or longer range. (or maybe both and have three range variants.)
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