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TLDW: Tesla is shifting from a margin maximizing machine to a volume maximizing machine. This very clearly seems like the best path forward in this environment IMHO. Just keep your eyes on the sunny season ahead. Cheers!
$441M in operating cash of which $250M from Cyber Truck deposits.
Another informative show great job!
I agree one hundred percent! Brilliant job! Brilliant innovation takes time to implement but the impossible takes a little longer!
One variable that I don't see factored into views of Tesla's future demand and market share trendlines is that "the competition" will be self-culling, and hundreds of EV makers will become dozens, then a handful or two as we push into the latter part of the decade. Seen strictly from a "survival of the fittest" consideration a terrible economy is an ideal macro condition for Tesla, as it will flush away much of the the huge numbers of smaller EV makers nibbling away at market share.
Reminds me of a friend of mine buying the (original) Fisker offering back in the same era as when I bought my Roadster in 2010.
That first Fisker co. soon died, laid dormant for some years, then was revived – and will soon fail again.
Consolidation, bankruptcy, receiver/operators just looking to get as much debt retired as possible before closing shop completely. And it only take one of the parties to a Chinese JV to go under for the venture to die.
And all those young EV makers, who were already losing money before the new economic era takes hold in earnest, should start considering their survival prospects realistically. So too with the handful of or so of legacy OEMS ; they also can't make money on their EV segment, but carry on, whistling past the crew re-arranging the deck chairs around a dead canary – (why mix metaphors when you can murder them?)
I do not understand the Robotaxi use case…never mind the $14.1 Trillion in sales related to it by 2027 that ARKInvest models. Can anyone explain it to me?
i hear that its a buying year.
It amazes me how clueless some analysts / "experts" are. Wouldn't you be aware that Tesla's mission includes "Accelerating the World's Transition to Sustainable Energy"? Tesla's actions are perfectly in line with this statement. What these analysts seem to have wanted Tesla to do, would not have been in line with this.
They also fail to understand there is a market disruption taking place that doesn't allow any automotive manufacturer to take their time with scaling their EV production in an effort to preserve or increase margins. The European and Japanese luxury and premium brands that are dragging their feet in fully embracing manufacturing EVs at scale are at risk of having their margins completely evaporate.
So I invite these "experts" to take their money out of Tesla and put it into the existing luxury and premium brands and keep it locked in there for the next 3 years.
That's how we already think.
Testicle, crap vehicles
Astute analysis – you nailed it! Thank you!
Nice work as always. If only Gary Black and Ross Gerber can lean to see slightly out their window they would understand Tesla and chill .
Every EV sold TSLA makes $10K and Ford loses $35K…a $45K delta…
It's getting close to GM outselling Tesla as well?? If I was younger, I'd be heavy in Tesla!!!
Thanks for your spot on cogent analysis of Tesla following their mission execution. I am long term in my focus as a Tesla owner/investor since IPO in 2010. They will succeed and Wallstreet naysayers and FUDsters are wrong!!!
Great presentation! Everything is up to the point. Thank you
Dillon, the fud and hit pieces against Tesla and Elon are heating up in MSN on my computer. They are doing everything in their power to demoralize Elon personally as well as serious stockholders (like us), though I am fortunate enough to have the time be able to win big on our investment. Keep up the good work! Peace
When legacy carmakers publish their earnings, it will be time to grab the popcorn. No honestly, everybody is talking about Teslas lower margins, for the legacy carmakers 2023 will be devastating. Tesla is measured with a different measuring stick since a long time…..
No, it means that Tesla has NEVER .ade revenue on the sales of products. They are not, therefore, worried about how much they charge.
Look at EVERY OTHER EV COMPANY. They're all dependent on product sales for revenue, and THEY'RE ALL GOING BUST.
Let me start with; CONGRATULATIONS SpaceX!
I can imagine if you were a short term bear; we'd bolt all your windows closed. However, being long-term bulls, we're all happy to be in this together!
Go TSLA! GO SpaceX!