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Yes, one of the most misguided assumptions is that EPS (the e of p/e) and total earnings will grow at the same rate. Even with Gali's projected 2040 net income of $500B (which roughly tracks FCF), this will accumulate to about $3.2 trillion in cumulative FCF by 2040. If we assume that Tesla can...

Incredible leaked insider-scoop in that article:

Tesla surpassed Toyota as the top selling brand in California in Q2'23.

Hey, how's the Lithium refinery project in Corpus Cristi going? Satellite images from the week of the ground-breaking compared to yesterday's show indications of some groundwork and maybe early-stage construction taking place at the site. Tesla currently has 28 job postings for the Robstown...

Today marks another historic moment as we witness the emergence of X.AI. Elon possesses a remarkable aptitude and drive for resolving intricate challenges while intertwining them with noble missions. Tesla - Transportation and Energy tech and OEM - to accelerate the world's transition to...

That list is based on the LINPACK benchmark for traditional x86 (64-bit) CPU-based systems. Those supercomputers are designed for traditional compute workloads. Hence, it's not a useful comparison for Machine Learning systems. CPUs are well-suited for general-purpose workloads (all software...

Tesla currently has 52 job openings for the Tesla Bot. It is worth noting that 5 of these postings are specifically for "Manufacturing". What's even more exciting is that one of these positions is for a "Line Lead" role in Sparks, Nevada...

Markets are forward looking. Forward P/E (based on 2023 analyst est.) : Tesla: 78 Amazon: 81 NVDA: 58 AMD: 38 Analysts expect TSLA earnings to be flat in 2023. However, Tesla can easily beat that even with 1.7 million total deliveries, even if margins do not improve from Q1 and the energy...

An update from Tesla's Energy BizDev lead. Puerto Rico just issued an order for waiving some red tape: App screenshots from yesterday from one of the volunteer Powerwall owners in the ERCOT demo program:

A new Tesla vehicle was revealed in plain sight, yet it went completely unnoticed.

I'd argue that Tesla has made the distinctions between vehicle size-segments blurry with a lot of holes. Two recent anecdotes: A friend of mine was considering both the Model Y and the Acura MDX to replace old minivan. He ended up choosing the MDX (a full-sized SUV) because the Model Y, at...

💛 California CNCDA Q42022 report was published today Tesla had the top two selling vehicles in 2022. Growing by 54.2% over 2021.

68 is a round number in the base-68 number system. 68 in binary is 1000100, which would be a nice round number in decimal. I'm pretty sure it was some random number like 69 and someone just rounded that down to 68.

Yes, Q2 2020:

What AI Day sounded like before @jimmy_d ‘s explanations on @DaveT ’s channel

You should check with Bob.

All Tesla price targets on a single web page, created by Steven Bink: https://teslapricetargets.com/

Just noticed some new solar panels atop Giga-OG. They were installed in April.

Daily update on closing prices of AI As A Service (AIaaS) stocks: MSFT: 1.53% NVDA: 5.63% IBM : (0.038%) GOOG : 1.85% AMZN : 1.38% TSLA : 0.90% Dojo Arigato!

aargh, I'll need to change Revenue per Handle in my projections.

We knew it's coming. Here's an excerpt from Q2-2020 CC:

Tesla has this patent application dated 2018. This was way before Elon confirmed a tweet saying that the cabin camera is mostly for robotaxi rider surveillance. One of the embodiments in that patent application describes the use of Machine Learning to monitor driver's state of distress using...

Just to be clear: ho-hum.

Cham Siegel just responded in this reddit thread to explain this upgrade. Upgrade had more to do with extending their model to 2022. https://www.reddit.com/r/teslainvestorsclub/comments/lg12jb/news_elazar_advisors_analyst_chaim_siegel/gmuy5u3?utm_source=share&utm_medium=web2x&context=3

64% for "definitely will" seems low, but it would make sense if one of the other choices is "likely will".

soufflé under a sledgehammer... That's not the first time when Elon referenced a baked dish in his email to employees. Here's the email he sent to his employees in the first week of Sep 2016. The simple reality of it is that we will be in a far better position to convince potential investors...

2̶1̶ 25 Guns By Green Day Do you know what's worth fighting for When it's not worth dying for? Is the survival German ICE industry worth fighting for? Is it more important than fighting Climate Change? ... One, twenty o̶n̶e̶ five guns Lay down your arms Give up the fight One, twenty o̶n̶e̶...

Fremont factory is not affected. I posted that to bring potential Power Wall/Pack demand to light.

PG&E Goes ahead with major blackout in Northern California affecting 360k households and businesses across 36 counties.

Rob's reactions on his live stream rn

FullyCharged do not use official numbers; they use the "real-world" range numbers from EV Database which collects and composites data from drivers.

A tent won't be replacing an existing permanent structure. I drew a line to show that previsouly existing permanent structure in that corner seems to have been destroyed.

There are dark brown spots at this corner where it used to be white roof of the original building. They won't create a tent to replace an existing permanent structure.

What's going on at Giga Nevada recently?

Anton’s spontaneous reaction when he got a test ride in Blue Origin’s latest “SpaceX killer” rocket.

I clicked on Doug DeMuro's Model Y video again to see how many views does it have so far. 1.3 million views in exactly 24 hours. It's #14 trending right now. As a bonus, youtube showed me a Ford ad at the beginning of the video (pushing very favorable loan terms). So Ford is paying Doug for...

I know DaveT is against taking profits too soon but he should sell 1 stock and buy some shirts. (jk, love his channel)

Model Y vs Volvo XC40 Recharge: