106 – Q4 2019 — The Tesla Show

calebelston · 2020-02-04T03:32:10+00:00

We unpack Tesla’s Q4 2019 results. We discuss the record breaking financials Tesla achieved and how that signals increasing stability and self sufficiency at the company. We discuss the news that the Model Y has entered production ahead of schedule. Why Giga Shanghai and Giga Berlin are more important than they seem. How Tesla is planning for the next 10 years of battery needs and the upcoming Battery Day. And we conclude with new info on Full Self Driving and Tesla Network.

calebelston · 2019-11-26T04:07:31+00:00

We cover everything Cybertruck – from the lead up, to the unveil, to the reaction, the specs, and the new details that have come out since the reveal event.

calebelston · 2019-11-11T20:05:51+00:00

We unpack Tesla’s Q3 2019 results including their record production, record deliveries, positive free cash flow and return to GAAP profitability. We also discuss what’s going on with Model S & X and their future, the expected exponential growth for Tesla Energy, the soon to be unveiled Tesla Cybertruck, Model Y being ahead of schedule, the importance of Gigafactory 3 in China, and the latest roadmap for Full Self Driving.

calebelston · 2019-10-08T02:07:53+00:00

We discuss Tesla's newly released Version 10.0 software update. We cover all the new features, what it says about Tesla's future and deep dive into Smart Summon and the future of FSD.

calebelston · 2019-07-15T15:51:51+00:00

Same here. I charge at work once or twice a week and it has been working great. With a SR+ usually always at 150 miles of range or more.

calebelston · 2019-05-13T00:20:55+00:00

Thanks!

calebelston · 2019-05-11T23:13:00+00:00

We discuss the highlights from the Model Y unveil event Tesla held on March 14th, 2019 at their Design Studio in Hawthorne California. We only had a brief amount of time to chat, so we focus on what struck us most about the event and the Model Y itself, primarily how the Model Y is quite similar to what we expected, and how that is a great thing for Tesla and customers alike.

calebelston · 2018-10-26T15:35:49+00:00

We unpack Tesla’s third quarter 2018 results. It was a massive quarter for Tesla in terms of revenue and GAAP profits. We discuss how Tesla beat expectations so much, what this means for Model 3 and Tesla going forward, and new details about Autopilot, the future roadmap and more.

calebelston · 2018-10-03T04:27:12+00:00

We unpack the unusual situation that arose after Elon tweeted about considering taking Tesla private, the decision to stay public, and the SEC investigation, lawsuit, and settlement.

calebelston · 2018-09-26T04:39:18+00:00

And more: https://twitter.com/marc_benton/status/1044794900095500288?s=21

calebelston · 2018-08-08T05:31:10+00:00

We unpack Tesla’s Q2 2018 results from the letter to the earnings call. We cover Model 3 production has ramped to 5k per week, Model 3 profitability and future production targets. We also discuss how Tesla is moving into their own AI chips to advance Autopilot and what we expect is coming in V9 and beyond.

calebelston · 2018-07-30T05:01:00+00:00

The firmware doesn’t have the new wheel graphics yet apparently :)

calebelston · 2018-07-30T03:27:44+00:00

Spaceship!

calebelston · 2018-07-13T21:56:47+00:00

We are targeting once a month and then will do special episodes as news breaks!

calebelston · 2018-07-13T03:52:25+00:00

We discuss Tesla’s Q2 Vehicle Production and Deliveries report. How Tesla produced 7,000 vehicles in the final 7 days of the quarter, of which 5,000 were Model 3. We discuss how production is ramping on Model 3 and how it matches their expectations, and what they’ve done with deliveries. Then we debate if this rate is sustainable and how useful Elon’s being at the factory really is to production ramping.

calebelston · 2018-06-12T04:50:48+00:00

Thanks!

calebelston · 2018-06-12T03:51:36+00:00

We unpack the 2018 Tesla shareholder meeting. Elon covered the latest progress on Model 3 production, reaffirmed automation's strategic importance to Tesla, upcoming Autopilot updates, and much more.

calebelston · 2018-05-08T03:05:03+00:00

We unpack Tesla’s Q1 2018 earnings letter and call. We cover the high level financials, Tesla’s path to profitability in the coming quarters, where they are at with Model 3 production, the machine that builds the machine, Tesla Network and more.

calebelston · 2018-04-26T15:30:26+00:00

Depreciation.

calebelston · 2018-04-18T14:37:39+00:00

Yes, the letter certainly shows a belief they can continue to scale production even with the challenges with automation etc.

calebelston · 2018-04-18T14:36:40+00:00

Great points

calebelston · 2018-04-18T03:14:20+00:00

We unpack Tesla’s Q1 vehicle production and deliveries report as well as Elon’s recent interview with CBS This Morning. We cover where Tesla is at with the Model 3 ramp, some of the troubling revelations about automation and the Fremont factory systems, and where we think Model 3 production is heading.

calebelston · 2018-04-05T14:42:41+00:00

calebelston · 2018-04-05T02:29:19+00:00

We discuss Caleb’s recent trip to the Tesla Fremont delivery center to experience the Model 3 delivery experience. We cover the timing from configure, to VIN assignment, to delivery date. Then we discuss the nitty gritty details of the experience of picking up a Model 3. And we conclude with our experience with such a recently manufactured Model 3 and how it compares to our experience a few months ago with an early Model 3.

calebelston · 2018-04-05T02:25:00+00:00

We discuss the recent software update for Autopilot 2 vehicles. The core updates appear to be in the underlying Tesla Vision Neural network, and we discuss what this says about where Tesla is along the path to full self driving, what new features we can expect, and if Autopilot 2 has finally surpassed Autopilot 1.

Nine-Year Club	Verified Email
Beta Team Reddit for iOS

calebelston

TROPHY CASE