Hi
@elonmusk
, I just published episode 1,000 of Tesla Daily. I’ve been doing this every weekday since 2017 because I’ve believed in Tesla & its mission, and I didn’t think the media was sharing the truth.
Thanks for everything. We'd love to have you on the podcast sometime.
Can any member of
@SenateDems
justify a $7,500 tax credit for vehicles with 7 kWh batteries — batteries which cost less than $1,000?
This is a flagrant waste of resources, ensures we fall behind in clean vehicles, & enables further destruction of our environment. Please adjust:
Maybe the guy that runs 5 multibillion dollar companies knows more about running a business than most people?
Maybe doing things that most people wouldn’t has been a factor in getting results most people wouldn’t?
1,733 days after reserving a car I’d never seen, I’ve finally got it. Didn’t expect at the time that it would’ve driven itself more miles than I have haha. One more ICE car off the road forever. Thanks
@Tesla
@elonmusk
#Tesla
#Model3
Well... my car just got WAY better by downloading an update overnight. I got FSD Beta! Here's my first time trying it out!
#FSDBeta10
#FSDBeta
#Tesla
$TSLA
Can anyone in the
@WaysMeansCmte
justify a $9,000 tax credit for vehicles with 7 kWh batteries — batteries which cost less than $1,000? This is an egregious waste of resources, ensures the US falls behind in new energy vehicles, and enables further destruction of our environment.
I always look forward to Tesla’s delivery reports, but it doesn’t make much difference to me precisely how many cars Tesla delivered in Q1. The progress we have seen on FSD this quarter is far more important than the difference between 400k and 450k deliveries.
Our government has chosen to employ a person who uses a Twitter blocklist which was curated with the sole intention of suppressing debate and facilitating the spread of misinformation without opposition.
This is not ok.
@elonmusk
@Tesla
What a day! Congrats
@SpaceX
!
• All 33 raptor engines firing on Super Heavy
• All 6 raptor engines firing on Starship
• Successful hot staging separation
• Seemingly successful FTS on both stages
• Launch pad in good shape
Such a smooth launch should mean a…
Huge congratulations to the Tesla team for an amazing quarter!
Record deliveries of 466k vehicles
Record production of 480k vehicles
Now on to Cybertruck deliveries this quarter?
Ten years ago today, I bought my first Tesla shares. It's been a wild ride!
Thankful to all Tesla employees for their efforts in accelerating the world’s transition to sustainable energy, and looking forward to the next ten years!
Alex Potter has just reiterated an overweight rating on $TSLA and a $340 price target.
"We do NOT believe Tesla's market share is suddenly succumbing to a wave of new competition, and we do NOT believe anything has changed with the long-term thesis."
So
@elonmusk
says you can literally order a Tesla in two minutes, maybe one minute if you’re really fast...
After having a reservation for 4.5 years, I decided to put that claim to the test and finally ordered a Tesla! So much easier than going to a dealership 🥳🚗🎉
@Tesla
Tested FSD v12.3 in downtown Chicago yesterday — zero disengagements / interventions in the first 30 minutes despite incredibly dense traffic & pedestrians during St. Patrick's Day festivities. Extremely impressive.
A couple of my favorite moments are at 5:17 and 7:00. Overall,…
If you suddenly feel bullish on $TSLA again when it goes up 5%, it’s time to reevaluate how the share price influences your analysis.
Current share price carries far too much weight for many people, and that negatively influences productive discourse.
Great Tesla quarter / earnings in my opinion!
• Record production and deliveries
• Record energy profits at 18% gross margin
• Costs declined faster than prices
• Cybertruck release candidates produced
• FSD Beta surpassed 300 million miles driven
• Discussions with…
Automakers are losing money on EVs, delaying investments, calling the EV market "brutal".
They would've given up by now if it weren't for Tesla showing them (and more importantly, their stakeholders) what is possible. We are so fortunate for this.
Thanks,
@Tesla
Honestly embarrassing that Tesla investors are asking about a stock split. Again.
Not buying the excuse that it’s to make it cheaper for the little guy especially when average voter for the question has $100k+ in stock. Reeks of greed & short-term thinking. Wasted opportunity.
Congrats
@Tesla
for delivering the first ever production vehicle with a 0-60 time under 2 seconds!
Oh and it has seating for a whole family. And it'll keep them safe with a 5-star safety rating. And it's silent. And it'll play Cyberpunk. And it doesn't cost $2M. And, and, and...
Turns out tax loss harvesting, additional float, margin calls, stop losses, panic selling, and momentum shorting can add a lot of volatility and maybe cause stocks to drop a little too far sometimes... $TSLA
Tesla's Model Y and Model 3 were the two best-selling vehicles in California in Q1. Not just electric vehicles, ANY vehicle.
@elonmusk
$TSLA
1. Tesla Model Y - 21,812
2. Tesla Model 3 - 21,506
3. Toyota RAV4 - 15,990
4. Toyota Camry - 12,257
5. Honda Civic - 11,057
For the first time in
#Tesla
's history, the company was able to produce and deliver more than 10,000 vehicles per week. Congrats
@Tesla
@elonmusk
$TSLA
Tesla has reduced their total debt excluding vehicle/energy financing from $5.1B last year to just $88M currently. $TSLA
#Tesla
You can see Tesla's balance sheet here:
I bought my third lot of $TSLA shares in 2014 for $46 (split-adjusted). In 2019, five years later, those shares were worth $35 at the low (-24%).
Now they're up 1,120%.
Patience is a virtue.
News — Tesla produced 80,832 vehicles at Giga Shanghai in August. Despite the imminent Model 3 upgrade, Shanghai production increased month-over-month including 21,330 Model 3 and 59,502 Model Y.
Tesla may be positioned for an incredibly smooth transition to the new Model 3,…
Tesla’s production rate at Giga Shanghai in October exceeded 1 million vehicles per year for the first time. $TSLA
Congrats
@tesla
@teslacn
@elonmusk
!
The Tesla Daily audio podcast has now crossed 10 million downloads! I doubt there are many other podcasts of this size that are ad-free with no paywalls or exclusive content. THANK YOU to Patreon supports for making this possible.
Extremely proud 😄
Updated Elon Musk filing shows the removal of any margin loan from Twitter acquisition financing. Tesla stock no longer proposed as collateral for possible deal. $TSLA $TWTR
Optimus can now sort objects autonomously 🤖
Its neural network is trained fully end-to-end: video in, controls out.
Come join to help develop Optimus (& improve its yoga routine 🧘)
→
Alex Potter of Piper Sandler has reiterated a $300 $TSLA price target and overweight rating following Tesla's earnings call:
"While skeptics may focus on <20% automotive gross margin, we think an obsession with this metric is unwarranted.
True, the CFO hinted that 20%+ should…
In Q1, Tesla’s deliveries would’ve annualized to 1.24M and earnings annualized to $11.44 (73x PE).
In the next ~12 months, Tesla will be delivering vehicles at a 2.5M annual rate. What do you think happens to earnings when Tesla doubles deliveries? $TSLA
Rivian just announced they will be adopting NACS as the standard for their vehicles beginning in 2025, and offer an adapter to access Tesla’s Supercharger network beginning in 2024. $TSLA $RIVN
Rivian CEO RJ Scaringe said, “We’re excited to work with Tesla and to see…
Elon Musk has a new title: Technoking of Tesla.
Tesla CFO Zach Kirkhorn is now also Master of Coin.
Yes, these are official titles, per a Tesla SEC filing this morning.
@elonmusk
$TSLA
Tesla has released another new product! This time it's the
#Cyberquad
for Kids. The vehicle costs $1,900 and has a top speed of 10 mph and a range of up to 15 miles.
#Tesla
@elonmusk
Tesla delivered a record 343,830 vehicles in Q3, 11% above the company's previous record.
Production was a record 365,923 vehicles during the quarter.
$TSLA
Lol at the leading quote from the Reuters article about Tesla's displayed range:
"'We’re looking at the range, and you literally see the number decrease in front of your eyes,' he said of his dashboard range meter."
...Is it supposed to work differently?
"The most important product development we are doing this year is the humanoid robot. This has the potential to be more significant than the vehicle business over time."
@elonmusk
on Tesla Bot
6 Jan 2023 Giga Texas ... Anyone know what these huge IDRA marked deliveries are? I've heard people are waiting for more parts of the 9K ton Giga Press to arrive ... you think these might be them? 😉