RobDickinson
Active Member
Energy results are lumpy (depends on completion of large projects) and basically get the leftover cells from automotive.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I love Elon, but think these calls will be overall improved by his absence. Drew and Zach are much better communicators. I'll miss the vision stuff he contributes is all.
Knightshade
Well-Known Member
Maybe 100% y/y growth
Amazing
From sound of things it's mainly supplier shortages that're likely to keep it under 100% this year, so wouldn't be too shocking to see 100% next year too with 2 more factories if they don't run into similar supply headwinds
gabeincal
Active Member
Glad to see Drew's level of involvement in engineering. Makes me sleep better and less worried about Elon's health & safety.
Cape Coddess
2 Roths full - holding!
Elon: "It's like we have 36 flavors of batteries."
LOL
LOL
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jkirkwood001
Active Member
Elon: "Megapack is basically sold out through next year"
Energy can't grow fast enough. Nice compliment to the amazing auto numbers.
Energy can't grow fast enough. Nice compliment to the amazing auto numbers.
adiggs
Well-Known Member
There's a good reason that world has seen the leading edge manufacturers of chips reduce from lots to 3 over the years. The economics are hard to make work. Think 100M+ unit volumes / year to even think about getting in the game, and I wouldn't be surprised if its really more like 1B+ unit volumes.
And those dinky microcontrollers that the world is short on aren't leading edge and thus contribute very little to a leading edge process node. They might even make negative contributions as they need to carry a heaping pile of depreciation (I'm not certain on them being actually negative - I just know that those microcontrollers are on old process nodes and 'old' factories that have been depreciated).
I know of 3 or 4 leading edge processors per Tesla today - 2 on the FSD board, and 1 or 2 for the media control unit. At 10M cars and 5 chips (cuz - expansion) that's still only 50M units/year.
I know that we all like vertical integration - I know that I sure do. Unless and until Tesla sees a path to disrupting TSMC / Samsung / Intel / Global Foundries in the manufacturing of semiconductors (knowing that most likely there will continue to be shrinkage in those still standing), the economics on this are stunningly bad.
I haven't listened to the call yet - I plan to get the replay later. But this is something I've wanted to hear for years. I love Elon and I invest heavily in him. And I want to see significant public evidence that he's assembling and building a meaningful succession plan. And the best way to see this is for somebody else to take point on quarterly earnings calls.
Elon can be scheduled for post earnings call interviews with financial press if he wants (I'm guessing not
). He can schedule some time with Rob Maurer or other podcasters to talk about the company performance after the earnings call (this is really what I'd like to see). And he can do as much or as little of this as he wants, and he can talk as much or as little (I'd guess very little) about the detailed financials - spend more time talking about the big picture, dreams about the future - stuff like that. The stuff that he really likes and wants to do.The annoying analysts with the bad questions and other stuff he doesn't care about as much - hand that over to the succession plan. For somebody with such a long term vision and investing horizon as Elon, the way he gains leverage on his time is by handing off as much as he can to other people. If Tesla doesn't have a small raft filled with people that can and want to be that COO / CEO to Elon's Product Architect / Lead Visionary / Chairman of the Board - then Elon is silently failing as a CEO in a way that we can't see. Succession planning is critical to CEO performance (at least to me, for the companies I invest in).
Krugerrand
Meow
RobDickinson
Active Member
So suppliers doubling cells next year, including 4680's
Tesla settling on 4680 cell size, nickel for high energy/long range, and Iron/LFP for standard vehicles.
Megapack sold out until end of 2022
massive orders for powerwall (party held back by semi conductors).
Tesla settling on 4680 cell size, nickel for high energy/long range, and Iron/LFP for standard vehicles.
Megapack sold out until end of 2022
massive orders for powerwall (party held back by semi conductors).
Not really reassuring when Elon said there was only two US cars companies that never went bankrupt.
The odds are not really good in the future but the party goes on for now.
The odds are not really good in the future but the party goes on for now.
Soooo .......your saying there is a demand problem?
From The Telegraph:
Despite global supply issues and safety glitches in China, the electric car maker made record profits in the three months ending in June
Tesla posts record $1.1bn profit but warns of chip shortage
Despite global supply issues and safety glitches in China, the electric car maker made record profits in the three months ending in June
So glad we got our solar/PWs installed last year. It was a wait even then with Covid messing up scheduling of supply/work but I know there are TMC people waiting for their installs now. Sounds like worse backlog over last year.
It's very reassuring that some noob with 2 comments is coming at me with the lay of the land.
Artful Dodger
"Neko no me"
TSLA After-Hours Quotes Live
Data last updated Jul 26, 2021 06:37 PM ET.
| Consolidated Last Sale | $666.99 +9.37 (+1.42%) |
|---|---|
| After-Hours Volume | 3,192,098 |
| After-Hours High | $698.1203 (05:10:31 PM) |
| After-Hours Low | $639.8542 (05:04:57 PM) |
Think the second paragraph should have been the headline...
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