Martin Viecha
@MartinViecha
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Folks, today was my final earnings call with Tesla.
About a month ago, I spoke with Elon and Vaibhav, to announce that I’m going to be retiring from the world of investor relations and moving on. I’ll be helping out for another couple of months or so, to make sure that there’s a…
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The Semi might be my favourite Tesla product. Why?
Because most people in the investment community (including large holders) that I speak to, didn't believe it's possible to make a 500 mile, fully loaded Class 8 truck.
Deliveries start next week!
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It's quite astonishing that the argument of "6 kilos of lithium in a battery pack is somehow worse than 30,000 kilos of lifetime gas use" is still somehow getting traction.
6 kilos of lithium will be recycled for 100+ years. 30k kilos of gasoline will burn and disappear.
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~480,000 cars made and ~466,000 delivered in Q2 - all-time record!
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308,600 deliveries! As a result, in 2021 we delivered 0.94 million cars. Super proud of the team that made this possible!
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The fact that Cybertruck seats 5 adults (with 4 doors) while offering a >6 ft. bed *while* fitting into a regular garage, is a game-changer.
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Simplification is beautiful 😊 Hope you liked our Q1 Deck
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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…
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1.85 million Teslas made and 1.81 million delivered in 2023! It was hard to imagine a few years ago that essentially two vehicle models (Model 3/Y) can become this popular. Sustainable energy transition is happening and there’s no turning back ⚡️🚗⚡️
In Q4, we produced approximately 495k vehicles & delivered over 484k vehicles.
Full year 2023
Deliveries: 1.81 million (+38% YoY)
Production: 1.85 million (+ 35% YoY)
Our Q4 Earnings Call will be streamed live on X on January 24 at 4:30pm CT
→
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~440k cars made and ~405k delivered in Q4. Delivery growth of 40% and production growth of 47% in 2022. All things considered...I’m super proud of the team for this result. A smoother delivery pattern will require more vehicles in transit, which is why production > deliveries.
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Seriously...why would you buy anything else?
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Rob (
@TeslaPodcast
) is such a class act. On one hand, I'm really sad about "The End"...on the other hand, I'm so excited for him and his next chapter. 🫡 to the OG of the Tesla retail community.
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Here's another continuously recycled argument:
"But all the electricity comes from coal"
No it doesn't. In the EU for example, most electricity comes from nuclear, hydro, wind & solar.
And the trend is difficult to argue with. Carbon footprint of your EV declines every year.
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I've been getting a lot of messages and read a lot of posts so wanted to set the record straight on random drawings to our events.
As much as we'd love to bring more people, we have capacity restrictions at Giga Texas. As for our Cybertruck event, we can't really do it anywhere…
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Our engineers let me drive Model S Plaid a couple of weeks ago and I can objectively confirm - this car is absurd. Nothing else comes close.
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Summary for those who don't have 3 hours:
1. Transition to sustainable energy is entirely feasible
2. global mining will *reduce* in this transition
3. next-gen vehicles will be manufactured very differently
4. no more rare earths in the next powertrains …
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Had a close call today...always a reminder of why I want to be sitting in a Tesla 😅
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@garyblack00
What I said specifically is that we're between two major growth waves: the first driven by 3/Y platform since 2017 and the next one that will be driven by the next gen vehicle.
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Christmas has come a month early
NEWS: Tesla FSD v12 Has Reportedly Starting Rolling Out to Employees With Update 2023.38.10
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This is a big deal. ICE car drivers will get to see fast chargers wherever they refuel at BP-owned stations, which is great for EV transition. On top of that, more fast chargers for EV owners. It's such a win-win.
BREAKING: Oil giant bp to buy $100 million of Superchargers from Tesla.
As early as 2024, Tesla chargers will be installed across the bp pulse network, including at key bp, Amoco, ampm; and Thorntons-branded sites, TravelCenters of America locations and at bp pulse’s large-scale…
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It's quite staggering that so many gas car owners are worried about charging and long trips, while the overwhelming majority of Tesla owners feels exactly the opposite. This is where education through ads makes sense.
I spoke in person today with a couple of people who work at a local Tesla store. One of them has been working there for 7 years. I asked them what the
#1
concern they hear from people who walk in is.
They said range anxiety. They added that people feel they need 500 miles of…
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Auto Focus by
@MKBHD
is slowly becoming my favorite car channel. He's got a different angle, more tech focused, balanced, less emotional. I remember when people were telling him to "stay in his lane". Nah mate, you can do cars for sure
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Ok this is nuts
There’s a new bot in town 🤖
Check this out (until the very end)!
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Safety is the
#1
reason I drive a Tesla
Reuters published an article that leads with a wildly misleading headline and is riddled with incomplete and demonstrably incorrect information.
This latest piece vaguely and nonsensically suggests there are thousands upon thousands of disgruntled Tesla customers. It’s…
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If you want just one takeaway from Investor Day, make it this one:
A sustainable economy will result in *less* mining/extraction than we currently do. *Zero* rare earths are needed for this transition.
Too many smart people I know believe the opposite.
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I wonder if early ICE cars made horse sounds and and could come with a horse smell as an optional extra...
Lexus is developing a manual transmission for electric cars, and here's a first look at a working prototype. Is this the future of the driver's car?
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I've been lucky enough to have FSD V12 installed for a few months now. I use it for all my driving. Even after all these drives, my mind keeps getting blown and re-blown away. So many little nuances that feel so human-like.
Seriously, is there any more exciting AI software in…
Wow just wow, FSD V12, you have my heart racing an excitement. Speechless.
Here is my first OMG clip. Enjoy and share if you'd like. I could hardly describe what it was like in person watching FSD do things In ways I'd never imagine.
Thank you
@elonmusk
for existing. This…
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The Cybertruck delivery event starts at around 1pm CT on Thursday, in case someone's unsure. I've noticed that few people thought it's an evening event.
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Over the past few weeks, I've been speaking to some of the largest retail holders of TSLA, listening to their stories of how they became shareholders many years back. I gotta say, many conversations left me speechless. This community is another level...
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Took
@p_ferragu
around Giga Berlin. After driving Model Y Performance, he tells me: Martin, this is built like a German premium car! I'm like: Pierre, this IS a German premium car 😊
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~441k vehicles made and ~423k delivered in Q1! Sequential growth continues even in the first quarter.
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@mattwridley
An EV has to travel for ~1 year to break even with an ICE car. Less than that in Europe.
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It's not a Shareholder Meeting, it's really a rock concert for TSLA supporters
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Super high retention rate of Tesla buyers is an underappreciated point. Especially given ~90% of Tesla's vehicles sold in 2023 were sold to people who never owned a Tesla before. Replacement cycle hasn't even fully kicked in yet.
EVs continue to pick up major traction in the US, with adoption continuing to accelerate even amidst growing challenges, according to a new Bloomberg study.
Tesla maintains an 87% brand retention rate, outperforming two non-electric automakers at 67% with Lexus & 54% at Toyota.…
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We rarely hear:
"Sure, it's faster and smoother than anything else I've ever driven, but you know what would make it better? Fake engine sound and fake gears to make the ride less smooth"
People just want great, affordable EVs.
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@OpenskiesX
Seriously, the pace at which I'm seeing the Optimus team moving is beyond my comprehension. Walking around the basement where robots are tested really makes one pause.
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Early Cybertruck delivery for verified long-term TSLA shareholders!
If you’re an eligible long-term TSLA holder and you made a Cybertruck reservation prior to March 1st 2024, you can get your Foundation Series Cybertruck early 👇
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Took a couple of Cybertrucks for investor test drives in NYC today. Well, that was fun, amazing team at our Brooklyn store!
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I love this photo! We need to push transition to sustainable energy together
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Uffff, what a day...thank you so much for attending the Cybertruck deliveries. Thanks to all the random drawing retail winners who attended, you guys made the event.
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Mark your calendars for Tesla’s Investor Day on March 1st! (not the same as the Annual Shareholder Meeting)
Some of our institutional and retail investors will be able to attend in person (details to follow) and see Giga Texas production line & meet management.
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We brought a Cybertruck to the Morgan Stanley TMT conference in San Francisco yesterday. People seemed to like it quite a bit 😁
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That's what I'm getting 👇
Upgraded Model 3 launching in North America today →
Built for distance
Go up to 341 mi (EPA est) on a single charge with updated exterior styling optimized for max aerodynamics.
Improved ride comfort
More refined & relaxed ride quality, thanks to a…
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Many people have been asking me "how is the manufacturing process of the next gen vehicle different from traditional auto manufacturing?" Watching this video is easier to follow than describing it verbally 👇
The Unboxed process 🧵
Tesla model Y is used in this video as a placeholder to explain the process without spoiling the actual next gen vehicle
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For those who ask why does TSLA trade on a higher P/E multiple than other OEMs.
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My favorite chart of the Tesla Shareholder Deck
Cost reduction and Operating leverage ftw
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~366k produced
~344k delivered
Delivery peaks are becoming more and more challenging, so we began transitioning to a more even regional mix in Q3.
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From the Q3 deck:
"Part of the challenge of making such large castings is that all the aluminum needs to be injected into a die in about one-tenth of a blink of an eye, through a single point of entry..."
Am I the only one fascinated by this? 😆
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This is super exciting
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There's something that stood out for me in this conversation:
It's not obvious to many, but so much decision making, even at the highest levels, comes from personal experience, not pie charts (Jim's road trip story with kids).
Auto execs across the industry should use an EV as…
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19.2% 😳 That was the main wow moment for me. The power of operating leverage
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Model Y is in my view the best all-round car in the world today.
And customers seem to agree 👇
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Congrats
@MrJamesMay
! Watched your show all my childhood. Hope you like the car. You should get the Performance one, once that comes out 🙂
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Productivity at work is likely to decline on Monday
Targeting as soon as Monday, April 17 for the first flight test of a fully integrated Starship and Super Heavy rocket from Starbase in Texas →
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For the first time ever, the Tesla IR program ranked
#1
in the Institutional Investor survey in our segment - the largest survey of IR programs.
Huge thanks from our 2-member team :)
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Cybertruck Delivery Event shareholder lottery!
If you want a chance to attend, please sign up here 👇
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Remember when some used to claim that established OEMs will offer very low EV prices as their EV pricing would be funded by highly profitable ICEs? In Q3, Tesla had the highest operating margin among all volume OEMs. It seems that EVs can be more profitable than ICEs after all!
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Many assumed that once competitors arrive, Model S demand will disappear. Yet 10 years into production, long-range models are sold out about a year out. Timeless design 🚗 combined with ongoing innovation
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The most otherworldly, most badass, most head-turning car money can buy...is a pick-up truck.
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4 years ago
1 month to go!
Highest (attendee) lottery sign-up rate ever.
I'm sure people found the CyberTruck design highly unexpected, I certainly did when I first saw it. This could potentially be Tesla’s "Lamborghini Countach moment" - a car revealed in the 70s that completely redefined its segment for decades to come. We shall see...
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Feeling the vibe at Giga Rodeo felt humbling. This many people psyched about mass manufacturing and sustainable future, it was just surreal. Thanks to all the TSLA holders who came to say hi, it was fantastic to see so many familiar faces. Onto a better future 🫶
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~430k cars made and ~435k delivered in Q3.
2023 volume target of around 1.8 million vehicles remains unchanged.
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310k deliveries! All things considered, great result by the team 👍
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It's not about how many EV models get launched, it's about how many units can you make and sell.
Global Best Selling Cars in 2022
1. Toyota Corolla: 1.12m (-2%)
2. Toyota RAV4: 870k (-14%)
3. Ford F-Series: 787k (-9%)
4. Tesla Model Y: 759k (+88%)
5. Toyota Camry: 675k (-3%)
6. Honda CR-V: 601k (-18%)
7. Tesla Model 3: 596k (+4%)
Source:
@elonmusk
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Some folks out there assume that BTC sale impacted Tesla's Free cash flow.
That's incorrect. BTC sale has no impact on Operating cash flow or Free cash flow. More info in the Q2 Deck:
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More new EVs announced ≠ More EVs sold
A visual illustration of Tesla’s head start.
(via Morgan Stanley) $TSLA
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There's one thing that resonated with me a lot: I'm paraphrasing here, but...at Tesla, your (not just engineering) talent will get seriously utilized. Great ideas are allowed to come to life
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Q2 deliveries are out! Unique quarter for sure due to shutdowns. Fortunately end of Q was strong as June was our record production month ever!
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All recalls are not created equal. Time to rename software "recalls" to something like "Required Software Update"
Tesla only issued 13 recalls in the U.S. in 2023 (including physical & OTA recalls).
Tesla's over-the-air (OTA) recalls in the U.S. affected ~2.1M vehicles. Tesla's physical recalls affected just 21,455 vehicles, or about 1% of the total.
Source: NHTSA
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Accidentally came across this gem 😁 Remember this one? Published in mid-2019.
Folks seem to like EVs a lot more than what was expected 3 years ago. New technologies take longer to come to the market than most think, but adoption happens faster than most think.
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Due to popular demand, Investor Day deck is now available on our IR website 👇
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Random drawing has been completed. Good luck everyone! If you don't know who to bring as your +1, don't forget to invite a fellow community member. Invites will be out soon(ish).
Cybertruck Delivery Event shareholder lottery!
If you want a chance to attend, please sign up here 👇
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...A few of the factors contributing to its ESG Score were a decline in criteria level scores related to Tesla’s (lack of) low carbon strategy...
And I thought pushing the whole industry toward electrification is a decent low carbon strategy 🤣🤣
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Some people say "I don't need a new car, my 14 year old Volvo (for example) works just fine". Please watch this video. Vehicle safety changes beyond recognition in a 14 year time frame.
In 2009, the Institute for Highway Safety staged a head on crash between a 2009 Chevy Malibu and a 1959 Bel Air. The same crash that would have instantly killed someone in 1959 causes a few light injuries today.
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Invites are out! Check your (spam) inbox everyone. If you did get an invite, please do consider inviting a fellow TSLA community member to the event as your +1. C u in 2 weeks!
Cybertruck Delivery Event shareholder lottery!
If you want a chance to attend, please sign up here 👇
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You ma’am, are getting a +1 ticket for whatever the next event will be.
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If you try GPT-4, you're likely to come to a conclusion that mass collection of real world data from millons of cars combined with real world AI - is the one and only way to solve vehicle autonomy at scale.
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This is pretty exciting! It feels like energy storage industry today is where EV industry was 5-10 years ago. Serious storage deployment is needed.
Our next Megafactory will be in Shanghai 🇨🇳—capable of producing 10k Megapacks per year
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Our new video is no joke. For anyone who loves manufacturing, this video is a beast! Amazing work by the team who made it.
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Thanks to mass collection of collision data, our team was able to take passive safety to a whole new level - using an OTA update. Hats off to our safety team! This video is worth a watch
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In the auto industry, low cost & low capex manufacturing might be the most difficult thing for anyone to replicate.
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👀
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@SawyerMerritt
Selling EVs is no different than selling ICEs. Metrics might be different, but ultimately it's about great product experience at an affordable price.
Long range, great charging options, vehicle tech, interior space, safety, etc - all contribute to the overall product experience
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I love that someone who has their childhood heros, is becoming a childhood hero of a new generation of designers.
Words from a legend, a childhood hero and a continued source of inspiration
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Unfortunately, people use plug-in hybrids mainly as gas cars, which means their CO2 emissions are far worse than official EPA or WLTP ratings suggest.
Just like officially rated energy consumption of EVs has been getting closer and closer to reality, same should be done for…
As expected, based on earlier studies, plug-in hybrids perform shockingly badly, emitting an average of 3.5x their official and publicly reported CO2 emissions.
JLR PHEVs perform the worst with a 147g CO2 gap for every kilometer driven.
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2nd batch of retail investor invites for the Cybertruck delivery event have just been sent out. Please check your inboxes and spam folders!
Invites are out! Check your (spam) inbox everyone. If you did get an invite, please do consider inviting a fellow TSLA community member to the event as your +1. C u in 2 weeks!
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@SawyerMerritt
Remember the "EVs are too heavy" criticism? Model 3 Performance and BMW M3 are actually on par!
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I had a cracked windshield on my Model 3.
Booked an appointment with my app, dropped off the car, paid, picked up the car from a parking lot - and continued my day.
Thanks to team that has done fantastic progress on this front. One stop shop experience.
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The first batch of early Cybertruck delivery invites for long-term shareholders just went out - please check your inbox!
Sorry about the delay, verifying statements of so many shareholders is taking some time. More to come!
Thanks
@J0se
, his team and the IR team :)
Early Cybertruck delivery for verified long-term TSLA shareholders!
If you’re an eligible long-term TSLA holder and you made a Cybertruck reservation prior to March 1st 2024, you can get your Foundation Series Cybertruck early 👇
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I hear a lot of: "but the grid will collapse with all these EVs".
Seems that the Norway is a good example why this argument is not valid. Nearly every single car sold in Norway has a plug.
I keep telling you, EVs are just going to win.
Here's Norway.
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If you want to attend the Semi delivery event as a retail shareholder, please make sure you have a verified shareholder status on our IR website (unverified manual submissions are eligible if the paperwork is correct). We'll be doing a random draw where 1 share = 1 entry.
We're launching the Tesla Shareholder Platform — join the program to participate in Tesla events and hear more updates soon →
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Dream becoming a reality. So much work by so many people 🙏 to create this beast. I love this thing 😍
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Hearing and understanding both sides of an investment case is an essential part of investment research. It's the most long term shareholders that tend to ask the hardest questions. And I wouldn't have it any other way.
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