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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
almost as if the CEO is absent or screwing up or declining in capability
How many actually built? To me until a few different customers are using them it isnt pilot production it is partner prototype production. At least my son is going to work for Pepsi/Frito Lay and he may actually see one. Looks like Giga Nevada new facility is a year away at best.
Artful Dodger
"Neko no me"
Absolutely margins are everything: that's why Ferrari, who make 30% margins on $5B in sales, is worth 10x more than Tesla, who makes 16.2% margin on $100B in sales... oh wait. /s
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I agree, they should be using Optimus to make Gen3 cars on Mars by now... before they unionise.....
They should be using JB Straubel as CEO who will work for 1 billion more and not 80 billion more of shareholder's money.
GhostSkater
Member
Numbers we've heard is that Tesla has over 100 on their own internal fleet and a few 10's at Pepsi and Frito Lay
~100, all Pepsi/Frito Lay I believe and I agree with you as it seems there isn't even a trickle of pilot vehicles coming out.
I'd be very interested and much happier to hear about incremental improvements they are making, which I assume they are.
lafrisbee
Active Member
The rate of improvement was "there" but it was headed to a dead end. With Dojo and AI and all the data Tesla the switch will be literally flipped. One day it'll be dark. The next day there will be no dark. It will still take months for the Public to actually recognize it. But the real Brainiacs that know FSD and have stock will get their people into the stock in a very big way.
FSD isn't like a new vehicle. It will be so huge that those that do it won't be able to keep it from leaking.
Look for clues it leaked. You won't hear it till it is too late.
Knightshade
Well-Known Member
Sure sounded like they said based on current reservation conversion rate all CT existing orders filled in 2024--- which with Elon then saying maybe 250k annual production once ramped suggests a conversion rate of what less than 15% on 2 million pre-orders?
EDIT- sounds like the answer was talking about just "2024 production" being sold out-- while the question was about filling all pre-orders--- so answer and question disconnected caused the confusion.
EDIT- sounds like the answer was talking about just "2024 production" being sold out-- while the question was about filling all pre-orders--- so answer and question disconnected caused the confusion.
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Tesla cut back on employee stock compensation. Guessing options aged out and weren't replaced.
Weird people thought that since Drew called out upgrading Line 1 on the Q3 call.
Almost, not quite all.
Sounds like it will only be Foundation Series this year.
I think you heard that wrong. I think they may reach the limit of what they can make this year soon, which was predicted to be between 30-50k.
Serious question if we are to pencil in flat to declining earnings for 2024 along with declining growth in deliveries....what is stopping this stock from retreating to 100/share?
Let's hope Tesla doesn't cut prices anymore.
Let's hope Tesla doesn't cut prices anymore.
GhostSkater
Member
Hard to hear, but I understood that they already closed orders for 2024 forecasted production, meaning that someone being invited to configure today will only get their Cybertruck in 2025
Did I hear wrong?
They said they will have 2024 production sold out soon. Thst means converted reservations at Foundation prices.
cliff harris
Member
Ha. At last. Elon is coming for toyoyta's home ground. Excellent 
.
.Holy moly he is actually talking about maybe attempting to grow market share in Japan.
That's how I heard it as well, which leads me to believe they will make less than I thought and only Foundation Series
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