Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[uscbucsfan]

Only the MY has point of sale rebate?

 

[elasalle]

Model 2/Q end of 2025 ... 2 years to go

 

[MD70]

My biggest issue is that it looks like to me that Tesla didnt better prepare for 2024 in 2023. From losing IRA tax credits on the Model 3, to the delay in launching the Model 3 Highland in USA. To not shifting production around at facilities to better make use of them. Amazes me that Fremont is still so much ahead of Texas. Honestly I cant imagine that the Model NG shouldnt be 100% designed already. Why wasnt production facility in Texas being built already. Why is Semi still not really launched. Seems like someone was pre-occupied. Tesla should be absolutely killing the other manufacturers with the competitive advantage they have in the USA and I mean much more than they were a year ago.

Exactly, I agree 100%. The execution could have been way better.

 

[Knightshade]

Starting production of next gen late 2025, and that will be a challenging, Elon-optimistic, sleeping on the line date.... Down goes the "probably by end of 24" narrative a few folks had in here...

 

[uscbucsfan]

Model 2/Q end of 2025 ... 2 years to go

That's Elon's extremely optimistic current schedule.

 

[Artful Dodger]

Remind me what Ross has done in his life?

His hair?

 

[cliff harris]

The way he keeps talking about the manufacturing process for nextgen is making me start to seriously think optimus is involved at some point.

 

[Big Time]

4680 Ahead of the ramp

 

[GhostSkater]

My biggest issue is that it looks like to me that Tesla didnt better prepare for 2024 in 2023. From losing IRA tax credits on the Model 3, to the delay in launching the Model 3 Highland in USA. To not shifting production around at facilities to better make use of them. Amazes me that Fremont is still so much ahead of Texas. Honestly I cant imagine that the Model NG shouldnt be 100% designed already. Why wasnt production facility in Texas being built already. Why is Semi still not really launched. Seems like someone was pre-occupied. Tesla should be absolutely killing the other manufacturers with the competitive advantage they have in the USA and I mean much more than they were a year ago.

I find extremely arrogant to think that any of us, that has no insight on the internal operations knows better than Tesla on what to do, which has proven time and time again that they have A+ class people on the most diverse areas planning the next steps

 

[MartinAustin]

Woot! 4680 production is ahead of Cybertruck production. - Drew

 

[thx1139]

Its almost like something happened globally that threw the entire manufacturing industry into chaos since the cybertruck was unveiled. Maybe there was a pandemic?

We all were suckered into Cybertruck coming sooner. There was no factory and cant say that Gigafactory being built was slowed by pandemic. There was no other place to build it and we ignored that.

 

[larmor]

Starting production of next gen late 2025, and that will be a challenging, Elon-optimistic, sleeping on the line date.... Down goes the "probably by end of 24" narrative a few folks had in here...

This would be a very boring date...

 

[Artful Dodger]

Amusingly Tesla now has enough cash that it could buy Rivian and Lucid and do a $5bn stock buyback AND still have$4billion in spare cash.

Did anybody else notice that the number of diluted TSLA shares decreased sequentially for the first time in Q4? Is that a buyback, or perhaps a artifact of the BoD courtcase decision requiring them to return share grants?

 

[uscbucsfan]

Woot! 4680 production is ahead of Cybertruck production. - Drew

That was more to dispel the narrative that the super slow CT ramp is due to the 4680. It's not, it's just due to the CT.

 

[thx1139]

I find extremely arrogant to think that any of us, that has no insight on the internal operations knows better than Tesla on what to do, which has proven time and time again that they have A+ class people on the most diverse areas planning the next steps

Quick question. Is Semi really launched?

 

[SOULPEDL]

About control only. "Not looking for additional economics" (Re: Elon's goal of 25%)

 

[thx1139]

That was more to dispel the narrative that the super slow CT ramp is due to the 4680. It's not, it's just due to the CT.

What about the 2 front and rear casting Model Y becoming the dominant Model Y form factor. Shouldnt moving Model Y volume production to that version(s) lower the cost of production.

 

[GhostSkater]

Woot! 4680 production is ahead of Cybertruck production. - Drew

And we finally get confirmation that Texas did produce 4680 Gen 1 cells, different what others, and myself included though that they went straight for Gen 2

 

[SOULPEDL]

"They don't have a crystal ball."

This is key!

 

[Discoducky]

Quick question. Is Semi really launched?

Pilot production, yes. Final mass production line, no. That will be at Giga Nevada, being built now.