Ross Gerber and Leo Koguan, in separate posts, shamefully admitted that they will vote against honoring the 2018 employment contract that Elon Musk, the Tesla board, and Tesla shareholders all agreed he was working under for the past 6 years- just because a Delaware judge gave…
Mon
Take Apple to task
Tue
Test Starship's Raptor 2 engines
Wed
Announce machine/brain interface human trials in <1 year
Thu
Deliver first 500-mile range $TSLA Semis
Fri
Reveal how politicians control MSM & social media
That's *some of*
@elonmusk
's week.
What did you do?
Tesla is selling more EVs in the U.S. than the next 9 competitors combined so far this year (again). 👀
H/T:
@SF___Tahoe
Source: Experian
@elonmusk
$TSLA
Hey,
@elonmusk
: will Teslas ever be able to automatically adjust the side mirror settings for new drivers? 🤔
(based on 3D position of the driver’s eyes + comparing against the fleet’s internal camera data & side mirror settings)
This was the most important slide in the deck for a $TSLA investor.
This is
@elonmusk
’s hardcore smack down to anyone who still thinks EVs can’t be profitable.
Why would Twitter suppress
@TaraBull808
‘s original tweet that
@elonmusk
replied to, denying the Business Insider hit piece based on a story they heard from a flight attendant’s actress friend??
As of midnight, it had about 10K likes and 1K retweets. 🤔
Hey,
@elonmusk
:
Is the plan to assign dangerous/boring/repetitive motion tasks at Tesla factories or SpaceX facilities to production release candidate bots to test and make improvements before being sold to anyone else?
🎯 Tesla sold ~500,000 cars in 2020
🎯 Tesla sold 31,655 cars in 2014
🎯 The 6-year CAGR was 58.375%
🎯 No complex product manufacturer has ever grown that quickly from a revenue base of $3B or more
$TSLA
@elonmusk
An estimated 10 million U.S. households are “very likely or extremely likely to purchase” a Tesla as their next vehicle.
-Eddie Yoon
$TSLA
@elonmusk
One of
@elonmusk
‘s favorite writers once wrote:
“A common mistake that people make when trying to design something completely foolproof is to underestimate the ingenuity of complete fools.”
—Douglas Adams
Hey
@elonmusk
-
I love my Model 3, but...
a coworker made a solid point just now: you can probably come up with a less divisive marketing tagline than
“[buying anything else] is like buying a horse”
He suggested you spend 15 minutes brainstorming.
Maybe “Driving the future”?
BREAKING: A source has informed me that the Tesla Semi is now in limited production. Key word here is LIMITED. This has been independently corroborated by drone footage taken today (Dec 10, 2021) of the Giga Nevada Semi prod building, & sent to me.
1/3
Strange how upset Elizabeth Warren got when— rather than “freeloading” (by just quietly accepting her public insults)—
@elonmusk
gave them right back to her.
Almost as though she didn’t want anyone accusing her of being…
It took Tesla >10 years to sell its first 400,000 vehicles.
For the first time in its history, $TSLA has sold >400,000 vehicles *in a single quarter*. 👀
@elonmusk
is right: the world needs AVs soon.
One day, we’ll look back in horror at how unsafe it was to let people drive cars manually, the way we already can’t believe smoking was once permitted on airplanes and in doctors’ offices.
#HumanPilot
#CornerCasesForKarpathy
$TSLA
The $TSLA Model 3 has been crushing the Midsize Premium Sedan segment since mid-2018.
This chart is *cumulative*. I underscored this in the title and labeled it on the y-axis, but I bet somebody will still misread it. 🧐
@elonmusk
@tesla
🔌🔋⚡️🚗🇺🇸💰📈
Some people have been saying "the Tesla growth story is over" for years now and I cannot underscore enough their wrongness. So I made this chart. 🤓
$TSLA
@elonmusk
Just rolled over 5,000 miles this morning in THX ELON, my $TSLA Model 3.
Total energy consumed:
993kWh, making 198 Wh/mi. efficiency
Total fuel cost:
$129.09 (13 cents/kWh)
Total Maintenance cost:
$3.99 (windshield washer fluid)
Most people have no clue.
@Tesla
@elonmusk
@thirdrowtesla
@elonmusk
I found the infographic Elon was talking about. Most candy (among other processed food) brands are subsidiaries of these 10 corporations:
What gets lost with some of my charts is the magnitude of just how many more people are buying a Tesla every year. "It's right there on the chart, James, how could we miss it?"... I hear you asking.
Well, to illustrate what I mean, here's a chart I could have posted 3 years ago…
Now that the world’s richest man has lost all $28B of $TSLA paper gains “added to his wealth” earlier this week, does that mean whatever was “seriously wrong with the economy” is fixed?? 🤔
Does the government owe
@elonmusk
some of his money back now??
Am I doing this right?
There is something seriously wrong with an economy that enables the world's richest man to add $28 billion to his wealth in a single day while more than 50% of Americans live paycheck to paycheck.
Maybe you missed this excellent $TSLA Cybertruck review. Maybe you only saw a short clip from it. Or maybe you're just opposed to using YouTube. Whatever your reason, if you haven't seen the whole 📐 video, I highly recommend it, if you're interested in learning more about the…
@GerberKawasaki
3 years ago, you said Elon was “the amazing innovator of our time”, but now you refuse to honor his employment contract? For 6 years of work that made many of your clients wealthy? 🧐
Do you honor your commitments or do you back out once the work is done and you have your money?
Although Tesla is selling significantly more cars every year- and taking substantial market share- competitors still account for more than 90% of all new car sales.
Up until recently, $TSLA has been a fairly low volume automaker able to design and manufacture products so…
Imagine if a Delaware judge had ruled that the L.A. Lakers don’t owe Lebron James anything under the record contract they agreed to pay him because:
A) some of the Laker organization’s decision-makers are friends and relatives of the founder and
B) Lebron was rich enough already…
@ICannot_Enough
The most salient point that was missed was that the shares could not be sold for 5 years after exercise of the options, making it impossible to “exercise and run”
Who's ready for my first Tesla forecast of 2023? 🤓
Haters might guess that Tesla's recent deep price cuts would wreck any prospects for 2023 earnings growth...
I hate to disappoint them 🤣, but record quarterly deliveries *and earnings* are still coming in 2023. 📈
1/36 $TSLA
@elonmusk
@alex_avoigt
Here's how CNBC broke the news when the Tesla board announced the new 2018 CEO Compensation Plan on January 23, 2018, when Tesla was trading at a $59B market capitalization. 🔊🍿
@andrewrsorkin
called it:
"dare I say crazy"
"perhaps the most radical compensation plan in history"…
I was wondering who to invite as my +1...someone who has never been to a Tesla event, but also someone who is a super important member of the community.
So I just called
@ICannot_Enough
, who, if you can believe it, has never attended a Tesla event. Apparently, he'll be showing…
Who's ready for some Tesla charts? 🤓
You may have heard there's a "demand cliff", "the growth story is over", and "competition is coming"... but $TSLAQ has believed all that for many years now. 🤣
I hate to disappoint them 🤣, but record deliveries are coming. 📈
1/36 $TSLA
The worst investors in the world said $TSLA was a massively overvalued fraud that would go bankrupt without ever being profitable when it was valued at $30B.
They said the same at $60B. “Massively overvalued”.
They said the same at $120B. “Massively overvalued”.
They said the…
YTD Q3 2022 Earnings Comparison 👀
$GM
Deliveries 2.613M (wholesale)
Revenue $113.6B
Net Income $7.935B
GAAP NI Margin 7.0%
Profit per Delivery $3,037
$TSLA
Deliveries 0.909M
Revenue $57.1B
Net Income $8.869B
GAAP NI Margin 15.5%
Profit per Delivery $9,761
@elonmusk
@genesimmons
@JoeBiden
… and it was the people who work at Tesla’s factory who decided they don’t want a union.
I’m not sure how anyone who ought to believe in democracy can tell them their votes don’t matter— or that they voted “wrong”. 🧐
100,000+ taxpayers with good jobs owe their livelihoods to the companies created by
@elonmusk
, who is on track to pay more lifetime taxes to the U.S. Treasury than anyone ever has, and what thanks does he get from the people spending the money?
They call him a freeloader. 👀
Over the past 8 years, U.S. light vehicle sales declined by more than 2 million.
GM, Ford, Stellantis, and Nissan-Mitsubishi car sales each fell by more than half a million.
Only one manufacturer grew sales by more than half a million: Tesla.
$TSLA $GM $F $STLA $NSANY
Why would Twitter suppress
@TaraBull808
‘s original tweet that
@elonmusk
replied to, denying the Business Insider hit piece based on a story they heard from a flight attendant’s actress friend??
As of midnight, it had about 10K likes and 1K retweets. 🤔
@SenSanders
You may not be around for future generations to ask anything, but they’ll still be able to learn about how you vilified the one person actually taking the most meaningful actions to accelerate the world’s transition to sustainable energy & promote a good future for humanity.
I wonder what Nobel Prize-winning economist Milton Friedman would say about the “Inflation Reduction Act of 2022” 👀 if he were still around. 🤣
Wait. No I don’t. I have it right here:
I cannot underscore enough how big a year 2018 was for $TSLA... but this chart provides a sense of the magnitude. Off-the-chart U.S. sales. Congratulations to
@Tesla
and
@elonmusk
!
🔌🔋⚡️🚗🇺🇸📈
Haters say Tesla is losing market share all around the world. But, in fact, $TSLA is expanding its share of new vehicle sales globally, as it does every year.
Don't believe me? Take a look at these year-to-date 2023 sales charts for the 3 major global auto markets. 🚀
Some believe Tesla has a demand problem in Europe.
Meanwhile, quietly- and I mean *very quietly*- reported this list of the Top 10 Premium BEVs sold in Europe in 2022
Tesla outsold the third through tenth place finishers *combined*. 👀
@elonmusk
$TSLA
Professor Scott “Ice Cold Takes” Galloway has weighed in with his opinions that
@elonmusk
, the world’s wealthiest person, “can’t afford this” and “his company has no EBITDA”.
I have attached screenshots of the article along with a graphic illustrating $TSLA EBITDA below. 🤣
So, we all found out that the SEC didn’t sue Elon last week.
But- as of today- if they ever do again, they’ll have to refer to Elon in court as “Technoking of Tesla”. 😂🤣
Also, Zach Kirkhorn is now “Master of Coin”.
Trolling level 9000.
$TSLA earnings are out, and it's yet another record-breaking quarter, led by nearly $25B total revenue in Q2... with 2 more quarters left to go in 2023...
... both of which may break the record again. 👀
I have updated my Tesla forecast and charts. 🤓
For those who don't want to read the whole 69-tweet thread:
slides 1-3 summarize the headline numbers & metrics
slides 4-20 are a bunch of pretty $TSLA charts (don't miss them!)
slides 21-69 are my detailed forecast model
1 of 69
@ZacksJerryRig
@Tesla
Hot Take:
It should only be called "Jerry Rig Everything" after you have actually jerry-rigged everything.
Up to that point it’s just “Zack content sponsored by Ford."