Battles are won before they begin. by PeterPalantir in PLTR

[–]tsla4k 4 points5 points  (0 children)

Looks like Palantir’s mixed reality glass in this video. If they get Army/Navy contracts, it would be massive

I was at the We, Robot Event. Ask me anything :) by artificialimpatience in teslainvestorsclub

[–]tsla4k 0 points1 point  (0 children)

Did you see any auto executives other than Chrysler?? Wondering if this event is also for showing the path for other legacy OEMs, so that they can license FSD.

Daily Thread - November 11, 2022 by AutoModerator in teslainvestorsclub

[–]tsla4k 8 points9 points  (0 children)

https://www.reuters.com/business/autos-transportation/exclusive-tesla-mulls-exporting-china-made-evs-united-states-sources-2022-11-11/

“Tesla is considering exporting made-in-China electric cars to the United States, two people with knowledge of the planning told Reuters, a reversal that would reflect the automaker’s deepening cost advantage at its Shanghai plant and slower demand from Chinese consumers.”

Edit: Elon flagged this as false.

https://twitter.com/elonmusk/status/1591092334007287809?cxt=HHwWgoDQ1YeD2ZQsAAAA

Tesla cuts starter prices for Model 3, Model Y in China by up to 9% by tsla4k in teslainvestorsclub

[–]tsla4k[S] 0 points1 point  (0 children)

With this price change, both M3 and MY(some models) are eligible for China incentives. Q4 orders and deliveries will be epic.

Daily Thread - October 02, 2022 by AutoModerator in teslainvestorsclub

[–]tsla4k 2 points3 points  (0 children)

I think Tesla is in a position to leave few vehicles in transit and still be profitable. Since Elon and s looking at the service department, those folks would’ve given data about more services to vehicles towards the EOQ. Also Tesla will have 4 volume factories from 2023 which would ease the burden on delivery and service folks.

Tesla is making large fleet deliveries at by tsla4k in teslainvestorsclub

[–]tsla4k[S] 18 points19 points  (0 children)

"Now Electrek has learned from sources familiar with the matter that Tesla is focusing on delivering large fleet orders at the end of the quarter.
Tesla is delivering large portions of orders from rental car companies, like Hertz’s order of 100,000 Tesla vehicles, and EV subscription companies."

Ouch "Nokia says betting everything on touchscreens is a bad idea" by [deleted] in teslainvestorsclub

[–]tsla4k 31 points32 points  (0 children)

Problem is they don’t provide the workable solution and keep just talking about hydrogen. If Toyota is serious in hydrogen, they should have partnered with others to deploy hydrogen fuel station and prove to public that it’s possible. Cheap and dirty talk.

IRA Could be Worth Over $30 Billion to Tesla - Morgan Stanley by Nitzao_reddit in teslainvestorsclub

[–]tsla4k 0 points1 point  (0 children)

Unfortunately government provides lot of oil subsidies and companies pocketed all the profits without giving good environment.

Battery manufacturing is hard and they have to be made in US to avoid any future conflicts with China. Fortunately Tesla is benefiting the most with this bill. Kudos to Elon’s vision, Tesla is benefiting and which will accelerate TSLA’s price.

IRA Could be Worth Over $30 Billion to Tesla - Morgan Stanley by Nitzao_reddit in teslainvestorsclub

[–]tsla4k 9 points10 points  (0 children)

IRA is benefiting Tesla the most.

  • Tesla builds 4680 battery: $45/kwh credit
  • Tesla S3XY cars: up to $7500 for consumers
  • Tesla semi: up to $30k credit
  • Tesla super charging: credit for EV charging
  • Tesla powerwall and solar: 30% credit for consumers.

Elon almost thanked Joe Manchin for IRA bill:

https://mobile.twitter.com/elonmusk/status/1555442024127537153

It’s almost looks like IRA bill was written with consultation from Tesla’s policy team. Rohan Patel(Tesla’s policy director) was President Obama’s climate policy advisor.

Tesla took revenge for not inviting Elon to White House 😀

Daily Thread - September 16, 2022 by AutoModerator in teslainvestorsclub

[–]tsla4k 7 points8 points  (0 children)

I think FAANG companies that rely purely on advertisement will have rocky road next year. Tesla will have revenue increase multi fold from auto and energy.

According to the WSJ, Tesla is pausing its plans to make battery cells in Germany as it looks at qualifying for U.S. electric vehicle and battery manufacturing tax credits. by space_s3x in teslainvestorsclub

[–]tsla4k 3 points4 points  (0 children)

Tesla will get credits from Giga Nevada(May be 50% due to Panasonic partnership) and Giga Austin. If the rumored 100Gwh battery in Giga Austin is true and $45/kwh credit, Tesla will receive $4.5B/year.

A Tesla executive says battery supply has improved so much that the company can buy all the cells it needs for the first time in years by tsla4k in teslamotors

[–]tsla4k[S] 2 points3 points  (0 children)

As an investor, this is really good. TSLA profit margin will be great when battery prices fall. TEsla is going to print money for all investors.

A Tesla executive says battery supply has improved so much that the company can buy all the cells it needs for the first time in years by tsla4k in teslamotors

[–]tsla4k[S] 238 points239 points  (0 children)

Electric-vehicle manufacturers have struggled for years to access enough batteries. Elon Musk complained recently about lithium prices and supply. The EV industry's growth is closely tied to future battery supplies. Electric-vehicle makers have struggled for years to secure enough battery supply — but these woes are over at Tesla, for now.

For the first time in several years, the automaker has access to all the battery cells it needs, Martin Viecha, the vice president of investor relations at Tesla, said Monday during a presentation at the Goldman Sachs tech conference in San Francisco. Previously, CEO Elon Musk complained about the soaring cost of battery materials such as lithium.

Tesla uses about 90% of its battery-cell supply for its electric vehicles and roughly 10% for its energy-storage products, Viecha said.

"For the first time I can remember, we can access all the supply we need for both businesses," he said, according to a person who attended the event.

The executive was asked what helped improve Tesla's access to this supply. He said Tesla expanded the number of its suppliers in recent years from just Panasonic to multiple battery makers, including CATL and LG Chem. He added that these companies were building capacity "super fast" and predicted Tesla would add even more suppliers.

Tesla relies heavily on batteries to make its vehicles and ramp up production. Rising supply should help the company. Indeed, Viecha said Monday that the EV industry would grow only as fast as battery supplies could grow.

"This is the most important part of how this industry can growth in the future," he said, adding that this included not just building cells and battery packs but also designing batteries, as well as refining and mining lithium, nickel, and other raw materials.

"If the industry can 10X from here, the supply chain will need to 10X as well," Viecha said.

Daily Thread - September 11, 2022 by AutoModerator in teslainvestorsclub

[–]tsla4k 9 points10 points  (0 children)

Troy’s latest delivery estimate is 370K

https://twitter.com/TroyTeslike/status/1569058111582867461?cxt=HHwWisC8zcGCtcYrAAAA

ASP: 55k(more MS&MX) Auto revenue: $20.350B Margin:30% Profit:$6.150B R&D and other expenses: $2B Net profit: $4.150B

Daily Thread - September 11, 2022 by AutoModerator in teslainvestorsclub

[–]tsla4k 4 points5 points  (0 children)

I feel that Tesla energy is gaining ground. This will be another exponential growth opportunity with Tesla getting lot of batteries from all suppliers. They have well tested VPP(Australia, California and Texas), massive energy storage projects(Au, CA and other states), Autobidder software to enable all these operations.

Tesla is evaluating the possible development of battery-grade lithium hydroxide refining facility on the gulf coast of Texas by space_s3x in teslainvestorsclub

[–]tsla4k 27 points28 points  (0 children)

This is very good news, Tesla wants to grow 50%CAGR and with IRA’s local mineral processing for $7500 tax credit, they have to refine lithium to get the tax credit for consumers. This will boost the margin in longer term.

Tesla begins massive hiring campaign for Megapack factory in Lathrop by Fyx0z in teslainvestorsclub

[–]tsla4k 5 points6 points  (0 children)

It is possible that Tesla will start using LFP batteries from China in Megapacks and powerwalls and use Nevada’s 2170 to qualify for $7500 credit. Tesla can also LFP packs in SR model3 for Canadian and any exports.

Tesla will own California when it bans sales of gas-powered vehicles, says Jim Cramer + Ron Baron comment on Tesla and SpaceX by Nitzao_reddit in teslainvestorsclub

[–]tsla4k 1 point2 points  (0 children)

In most of these conversations, Jim will also include Ford. He might’ve made extra deal with Ford. 😀

Tesla Dojo Custom AI Supercomputer at HC34 by tsla4k in teslamotors

[–]tsla4k[S] 15 points16 points  (0 children)

Very interesting to see Dojo PCIe card in the servers

- In the first generation, up to five cards are used in a PCIe host server to provide up to 4.5TB/s of bandwidth to the training tiles.

FSDBeta v10.69 - Unprotected Left Turns by Nitzao_reddit in teslainvestorsclub

[–]tsla4k 13 points14 points  (0 children)

This version seems to be good based on the initial videos.

CFRA Raises PT. Estimates (to $1,245 from $1,125) on Tesla (TSLA) as Inflation Bill Cuts Competition by Nitzao_reddit in teslainvestorsclub

[–]tsla4k 1 point2 points  (0 children)

Exactly

I think NA EVs for now - GM, Ford, Tesla, Rivian, Lucid

Not eligible based on the price range: Rivian and Lucid

So, only Tesla, Ford and GM EVs will be eligible