Recent content by Linkmeup

https://www.jdpower.com/business/press-releases/2024-us-oem-ev-app-report I think there's a tremendous opportunity in the mobile app once Robotaxi is real and Tesla has a widely adopted app in the broader public. Further, the app is probably going to create growth/cross-sell opportunities for...

Superb article on Tesla's home charging setup and some stats: https://www.topspeed.com/tesla-home-charger/

https://www.pcmag.com/news/tesla-supercharger-access-delayed-for-gm-polestar-next-crop-of-ev-brands "Polestar tells PCMag it won't happen until later this year. "The timeline has been adjusted to later this summer, but we don’t have further details to share at this time," a Polestar rep says."

https://sprudge.com/someone-put-a-coffee-shop-in-the-back-of-a-tesla-cybertruck-245395.html "Life, uh, finds a way" - Ian Malcolm, Jurassic Park

If it helps - it looks like, hopefully, I will be an Electrical Panel and Solar contribution to Q2 revenue.

...what if they license it out and burgeon for the development of other competitors in the space like Waymo and Cruise, as an example? Wouldn't they be growing the robotaxi market through pay-for-ride service while, also, doubling up on the revenue from licensing out FSD?

Actually, that should be a good thing for TSLA too. Bigger ecosystem of competitors in a space grows the entire market and TAM...which means analysts needs to re-analyze the TAM and make it larger to fit everyone in as that shows demand past just one player. It's not like TSLA was going to have...

If we're going to attack semantics on my posts regularly, please re-read before you make assumptions. I never mentioned my interpretation on his voiced intentions is Earth or Mars. I'm just interpretating his words about going to Mars. I would highly doubt if someone of his caliber of...

Mars. He just wants to go to Mars.

Here's TSLA's P/S and Market Cap over recent quarters. Source: https://finance.yahoo.com/quote/TSLA/key-statistics With everything they're accomplishing in FSD, Robotics, Autobidder, etc... Some P/S Ratios (most recent): MSFT: 13.58 GOOG: 7.01 AAPL: 7.78 AMZN: 3.23 NVDA: 33.28 META: 8.83...

I mean, you could go further and include software services sales like Track Mode, FSD, etc. on the current fleet and future fleet too. One could assume a 10x+ multiple on P/S if software margins reach 30%+ which is typical of a SW tech company.

Honestly - I think its an easy path to $2T market cap at this point with a 7-8x multiple on P/S because one is assuming $250B in annualized revenue (which they're at $100B already with multiple gigafactories and megafactories to go). So, $650 / share is a peace of cake IMO, its a matter of...

A person makes one mistake...yeesh

https://www.digitaljournal.com/business/tesla-comes-out-on-top-as-the-uks-most-driven-ev-brand/article "The number of electric vehicles is rising across the UK with reports suggesting that at the end of March, there were 1,000,000 fully electric cars on British roads. The car leasing experts...

https://www.recurrentauto.com/research/how-long-do-ev-batteries-last Some great info in this report: