Diving deep into the world of Tesla and
@elonmusk
. Drive a Model 𝕏, waiting on Cybertruck 📐⚡️ Moving to Mars soon🌍🚀 Join the exploration—follow and engage!
Hundreds and hundreds a of Cybertrucks at Giga Texas today! W outbound lot, E side of new EOL & W Supercharger station filled to overflowing, & about 100+ more in the E testing lot! More coming out of the SE side of the factory too, non-stop during my drone flight time today!
“We’re working on a low cost EV that will be made in very high volume. I review the production line plans every week…. It’s not like any car production line that anyone has ever seen. The first production line is in Texas. Mexico will be the second” HUGE!
“We’re working on a low cost EV that will be made in very high volume. I review the production line plans every week…. It’s not like any car production line that anyone has ever seen. The first production line is in Texas. Mexico will be the second” HUGE!
The
@Tesla
Gen3 $25,000 car is NOT talked about enough! ⚡️🚗
This will be the last nail in the coffin of ICE and Legacy auto.
Dive with me in the numbers and economics of this revolutionary vehicle and then make up your mind!
A Thread 🧵
$tsla
@elonmusk
Tesla is to cars what the iPhone was to phones. A revolutionary shift. And like with Apple, not everyone gets it… yet. 🍏🚗
Who will be the Samsung of cars?
@elonmusk
$tsla
@JoJoFromJerz
All government employees have their full names and salaries and titles published online. So since you’re a government employee… I dont see the problem here
🚨Here to remind all $tsla investors… The longer the base the higher the breakout!
📉Tesla stock is down 5% between December 18th 2020 and TODAY! That’s 3 years and 24 days of NOTHING!
The next few years will be exciting 🚀🚀
@elonmusk
@PamKeithFL
So you’re telling people to not support the most American electric vehicle company that is doing more to fight climate change than anyone or any government? Ok cool
My car can now navigate city streets, stop at stop signs, switch lanes, react to traffic lights, yield to other cars and pedestrians…. ALL ON ITS OWN. How is this real and readily available? Tesla FSD beta is insane 🤯
#Tesla
#FSD
.
@WholeMarsBlog
@elonmusk
@SenSchumer
@RepJeffries
Most middle class Americans pay >30% income taxes. Billionaires and extremely rich usually pay 15% on their income cause it’s mostly capital gains and such. If you remove this and do 30% on consumption… rich people consume more and will pay 30% on a lot more..
@AOC
It’s hard to take any talk about “bodily autonomy” seriously after just coming off the vaccine mandates that cost thousands of people their jobs while many others took the vaccine against their will to keep their jobs and livelihood.
@ninaturner
@MattWalshBlog
If they say they’re a woman, I should believe them according to my own definition of what a woman is?
If you can’t define it… then you can’t blame me for making my own conclusions on what a woman is. You’re just not making sense
A close friend of mine got the free trial FSD V12.3.6 on his Model X and decided to buy it for $8K after the trial ends.. Also bought 500 shares of $tsla. Says it blew his mind and no other car is anywhere close to what
@tesla
is doing.
@elonmusk
@WholeMarsBlog
@POTUS
Unemployment was 3.5% in 2019 which is lower than the 3.7% it is now. Also, bringing back jobs cause businesses were shutdown is not “creating” jobs
@garyblack00
@WholeMarsBlog
@elonmusk
At these prices demand will be mind blowing. Hanging out with 5 guys last night after seeing it in the store… I said if dual motor is at $60K and trimotor at $80K… would you buy? Every single one said HELL YES!!
@CollinRugg
@ElPasoYa
Hahahaha!!! Unbelievable. They didn’t want to give
@realDonaldTrump
$2B for the wall, now NYC is spending $12B to put those migrants in hotels 🤦🏽♂️
2030 delivery estimates: WS at 6.6M and Tesla 20M.
I’m inclined to believe Tesla and
@elonmusk
based on their track record. Estimating they’re going to sell 500K in 2020 when they were only selling 35K cars in 2014 seems crazier than saying they’ll sell 20M in 2030 when they’re
A lot of people still think that the Gen3 vehicle will be first produced in Mexico. Hence, they think it would be coming until 2026 or later since factory is not built yet.
@elonmusk
says it’ll be produced in Texas first and Mexico second. This is BIG! Means we’ll see it sooner
@mmpadellan
Every problem with the country is blamed on a man who was in politics for 4 years…Not the dinosaurs thatve been in politics for decades. Mind you, those 4 years…economy was booming, historic low unemployment, 0 wars. Makes sense 🤦🏽♂️
1/ COGS
Tesla somehow managed to reduce Cost of goods sold by 5.8% in Q3, while their average selling price decreased 3.1%.
That’s an incredible achievement especially given the factories planned downtime in Q3.
Average cost per vehicle is now $37,500
@KPIXtv
1- More likely story is the white car rear ended the Tesla into the fire truck… given the damage to the front of the white car and substantial damage to the rear of the Tesla!
2- “It was not immediately known whether the Tesla was in FSD mode at the time of the crash.”… BS
2/ Energy, Energy, Energy!! 🔋⚡️
This will be the biggest contributor to EPS in the short term in my opinion.
Revenue grew 40% YoY
Storage deployed grew 90% YoY
Margin is now 24.4%
Holy crap!!! Just had a flawless drive on FSD V11.4.7.2 🤯
19 miles in NY traffic from Queens to Long Island. The way it timed the exit to the off-ramp between cars and merging on the city street was incredible! Wow! 🤯🤯🤯
Cc:
@WholeMarsBlog
@elonmusk
@POTUS
Can we just do our best to deescalate this war….. oh wait, we have to wash every last penny and 10% to the big guy.
Let’s just start promoting peace instead of promoting war.
4/ Tesla Affordability
Tesla makes the best car/EV for the money when it comes to the Model Y/3.
I don’t think we need more price cuts since people are still buying inferior more expensive cars.
Tesla needs to advertise! (Topic for another thread)
3/ Cybertruck
Cybertruck deliveries starting November 30th and Giga Texas has initial production capacity of 125,000 per year which will increase as they ramp.
Pickup truck market will never be the same again! 📐
10 mile drive on
@Tesla
FSD Beta! City streets to highway, to another highway, to city streets to parking lot. Very impressive!
Part 1 is from home to almost at the end of the second highway.
Part 2 exiting highway to final destination
Part 3 a look at the one intervention
@BradMunchen
@garyblack00
How many FUD pieces were proven to be just that… FUD. How many “autopilot crash investigations” that ended up being FUD and driver fault. How many lawsuits against
@tesla
that ended up cleared.
Very soon this will be in the very crowded FUD cemetery.
@SilentAlert1
@Tesla
@elonmusk
It’s actually extremely close! These are not the final wheels anyway… and this is clearly a test vehicles. Other than that, looks pretty spot on. Unlike other OEMs
@WholeMarsBlog
@elonmusk
@aelluswamy
People have no idea! Whenever I have a friend ride in my Tesla with FSD… they go out and talk to THEIR friends about it and tell them how amazing it was and they couldn’t believe that a car can do this by itself…. NOW! Not 5-10 years from now 🤯🤯
@garyblack00
Up with ONE share traded lol on some fake news that will never materialize to reality… $tm has an incredible track record when it comes to EVs 😂🤡
Why is
@Tesla
advertising such a debate?!
How much are Super Bowl commercials? $7M for 30 seconds?
Tesla should put out an incredibly filmed, entertaining/educational 1 min video for $14M! That’s pennies to them.
And tease the crap out of it on YouTube and X.
@elonmusk
“We’re working on a low cost EV that will be made in very high volume. I review the production line plans every week…. It’s not like any car production line that anyone has ever seen. The first production line is in Texas. Mexico will be the second” HUGE!
@WholeMarsBlog
Been a month now with my X Plaid and I have the same feeling I had when I switched to iPhone after holding off for so long cause I loved my blackberry. Game changer!
@garyblack00
“Badly missed”… they said all these cars are sold and in transit and they grew 42% yoy and 35% QoQ. What weakness?
Should EPS estimates come down now to set up for an even bigger beat?