$TSLA conference call. Let's do this. Who's in?

This better not be a bomb $TSLA

Tone sure changed in a hurry $TSLA

Pointed out elsewhere h/t @DeanSheikh1 but how do sales increase by that much with margins down across the board. Pretty sus for a software company tbh $TSLA

Lots of ramps $TSLA @RampCapitalLLC

This call, as always, is shedding lots of light on the quarter $TSLA

Never tire of the pumps #ModelSPlaid $TSLA

A price increase for Plaid lol. Best car of any kind at any price. LOOOOOL $TSLA

LOOOL why is Elon telling us that the routes aren't preplanned for FSD? $TSLA

#robotaxis DRINK! 2nd lawsuit reference in 2 minutes. $TSLA. If robotaxis are twice as useful then it doubles the revenue and is twice as useful with no costs this is a lot of wards papa

Many great new products and factories. Um. GigaTexas and GigaBerlin. Sounds cheap and efficient. $TSLA

ZACH!!!!!!!!!!!!!!!!! $TSLA

Settling convertible debt is good tbh. Can't have stock increasing the float or gamma squeezes are OVAH $TSLA

Adding heat pumps and new product lines hit lines; this is plausible tbh. Added new service capacity tho? $TSLA

I think Zach is on WSB a lot $TSLA

Tesla is trading at 300x Cashflow so this seems reasonable $TSLA

First question is solar lol. Elon says there is tremendous growth. Bill Cunningham may disagree $TSLA. Maybe they will finally fix @TiffanyPhoto1 roof

Industry leading pricing is good for margins. $TSLA

Can you transfer FSD to a new vehicle? This is a good question. But of course Elon says no. Customer continues to be the bagholder $TSLA

FSD subscriptions coming. Tesla is a SAAS!!!!! $TSLA

Andrew the battery guy now. Battery ramp secured! Production S curve. Week over week, month over month. Man he has all the classics! $TSLA

Level 5 autonomy in 2021 is the next question. Elon is confident. um, um, yeah, um. Not remarkable for a car to drive you by itself. Improve cornercase reliability. 99.999999% reliable. Better than a human by 100 or 200%. So much training data. JFC this is BS $TSLA

Improved neuralnets. Transition the net to video to increase performance. Auto labeling of video. Dojo the supercomputer may be the best neuralnet training tool by an order of magnitude $TSLA

ELON SAID THE CAR WILL REPLACE HUMANS $TSLA

Battery run rate now. Exponential improvement. Of course. Andrew now. S Curve can be off at the start and then recover by the next month. No showstoppers. $TSLA

Another good question about service levels. Jerome now. Focus on reliability of cars; improved by 1/3 from industry worst levels. Goal is no service. Mobile service is 40% going to 50%. 50% of visits are less than 2 hours. 140 Service centres, 100 can get appointment in <10d

Opening 46 in first half of 2021. Focus on the app for all communications; app is way better than the phone. JFC. ITS SO EASY SAYS JEROME. Investing all in the app; its the future $TSLA

Suits asking questions now. Ridesharing/FSD. Elon again. still with the 8 camera. @pave is laughing rn. Single camera now surround cameras now the time dimension in the neural nets. FSD betas are rapidly improving. 100% safer than a person. No obstacles. $TSLA @Waymo

Suit question about licensing tech to 3rd party OEMs. Tesla is open to it. I'm sure they would love the liability. More to prove that it works. Don't want it to be exclusive LOL. Why not? $TSLA

Opening up Supercharging network to 3rd parties as well. Next suit question is there a China-EV strategy? Elon says they are the leader in China but less than 2% of buyers have FSD there. Really delving into Q4 numbers lol $TSLA

Suit question asking if best way to look at l/t value is profit per battery pack. These don't sound like institutional questions about Q4 but a crap Ted Talk. Lather, rinse, repeat. $TSLA

Elon wants to increase purchases from cell suppliers. Why is he making this point? Will take all the batteries they can make. He is being very clear. Tesla in-house batteries are not to replace supplier but augment. Must be supply chain issues. $TSLA

Autonomy revenue will double revenue at Tesla. $TSLA

Last suit question is about Cybrtruck. Where is it at? Fixed the design, soon ordering equipment, even bigger testing machines!!! Gonna be incredible, lucky to have a few deliveries in 2021 and scale in 2022.

1st live question - regulatory environment for FSD. 10s of silence; Elon passing the buck here. Need high reliability, slowdown in Europe stuck at Level 3, China to go to Level 4 or level 5 in 2021. f/u what about material inflation and supply chain? $TSLA

Jerome. Deal with COVID; looking forward to pricing. Entering l/t agreements with preferred suppliers to meet 50% CAGR growth with risk sharing. No comment on costs. $TSLA

Suit question - regulatory credit sales and why do they have so much cash and will it be used to accelerate growth. Zach says regulatory credit sales are hard to forecast (LOL). In the l/t not material and don't plan the business around it (LOL). $TSLA All Q4 was spontaneous.

Debt reduction is a focus of the cash. $1.4B in early conversion occurring in Q1 maybe more. Dilution coming folks. Also investing in capacity; will purchase for end status not incrementally. Investing in service capacity in Q3 and Q4, plus Supercharging $TSLA

Piper Sandler - increasing battery purchases; do suppliers need to invest to make 4680 form factor. $TSLA Elon says they will be retiring over time but don't require it from suppliers.

Question on access to human capital as a constraint. This is a good one. Believes a 50% growth rate can exist for many years to come. WTF $TSLA

Thinks they can track hire, but won't commit, but that's what it appears. wut $TSLA

Question about electric vans. Batteries are the constraint evidently. It is very hard to scale production; prototypes are easy. Main reason they haven't accelerated development is they don't have enough cells. Ok $TSLA

Question on next gen Tesla chip from 2 years ago that was 2 years away. Software doesn't use the FSD enough because it is such a powerful computer. Elon thinks FSD can be used on the current one. Translation: this is never happening $TSLA

akshully it would be a distraction to introduce now as it would set software back. Elon loves SAAS stock multiples. $TSLA. Software and neural nets are the game changer

DB - 3 or 4 years to improve batteries and confident can meet Battery Day commitments. Baird - Ben Kallo. Following the bread crumbs; asking how long Elon will be staying on as CEO. He has lots left to do so no reason to go. Thank god, it would be so boring $TSLA

Elon does more technical work than most CEOs; wants more free time. He works morning to night 7 days a week. The mission isn't over. Goal is accelerate sustainable energy. only 1% of cars is electric. With all his money, why is he working so much? $TSLA

Elon is pro-nuclear fission #uranium but namechecked renewables. Need better storage to handle intermittant and electric transport. Then there we go. Makes sense.

Last question goes to Munster.

Elon says they will be highly likely to be the first one to be fully autonomous @Waymo @PAVECampaign . Why is battery electric better than hydrogen cell tech? This is a softball question but Elon is right. Need to massive a battery. Even I know this smh $TSLA

Well, great job everyone. No new knowledge on Q4 and a bunch of vacuous promises. $TSLA