@ICannot_Enough 30x 2019 lows!

@bradsferguson Any estimates how liquid he is now?

@LimitingThe Should just upgrade hardware for free. Even at 2k a vehicle would be single digit billions - peanuts in the larger context and right thing to do for customers until they are able to deliver unsupervised FSD.

@freshjiva @bradsferguson The correct asset against this seems to be cash. Hence the conclusion. But yes does seem too good to be true.

@MatchasmMatt @TeslaLarry @bradsferguson Is the interpretation here that Q2 itself had underlying gross profitability of almost 2.5-2.7B (0.7 in P&L and close to 2B in performance obligations from accounting perspective) in energy? Seems too good to be true?

@heyitsyashu The best analogy I find to this is Alexa vs GPTs - commercialised by brute force and even successful but the limitation of underlying technology leaves you no sustainable advantage.

@TheSonOfWalkley I seriously pity Tesla analysts. They have 12 month price targets and anything you can have that won’t nuke your sales and not have people calling you crazy Tesla can get there in a week on both the upside and downside 😅😂

@bradsferguson I think what is reported here tracks revenue fairly well if my memory serves right, I think deployed here means the ones clearing the revenue hurdle.

@piloly 9.4 GwH of storage!!!

@ValueAnalyst1 Model 3 refresh + can’t have 50% forever?

@piloly eu-evs seems to be down, do you have any other way of tracking regs?

@elonmusk @WholeMarsBlog Are there any fundamental limits to further miniaturisation?

@freshjiva @elonmusk Will only be 18% post tax. Also I think dual class in Texas is a possibility as I understand?

@AukeHoekstra Good thing that the majority of shareholders believe otherwise, and respectfully (I like your posts) that’s the only take that matters!

@yacineMTB Wouldn’t everyone ( who chooses to do productive work) be a software engineer in some form in this scenario?

@28delayslater Which scenario will result in a higher valuation in 2030 is the right question to ask imo. A lot of stocks with high valuation have not recovered (A lot ARK holdings as well as most EVs) Tesla is better than a lot of them.

@piloly First of all, great work! Can you also maintain a summary table of all countries you follow like similar to TMC format? Will really help to get a sense of overall picture.

@MaxBalesteri @business This was round 2 to get insurance cash in case he needed it, I don’t think he tried front run bad news, but I can see how he can get in trouble. (Deliveries in Q4 22 was record with 400k+ vs in around mid 300ks in Q3). Was right before Tesla dropped to 100 in early 2023.