2020 Q4 Earnings Call thread $TSLA
Heat pump is in all new vehicles
Tesla battery pilot plant is in the top 10 of the largest battery facilities
Tesla Model S plaid is in production and deliveries begin in FEBRUARY
New Model S will have a 3rd row option
Elon plans to release more info and details on the refresh vehicles, either this week or next
About 1,000 users in FSD beta, wow didn't think it was that high
Elon says that current valuatuon of $TSLA accounts for Vehicles and FSD and nothing else 👀
6 sequentual quarters of profits for Tesla
Tesla reiterated Long term CAGR of 50%
Global demand continues to outpace production
Elon says that it won't be long before Tesla will be market leader in solar
Tesla FSD subscription to be released in a month or 2
Tesla battery cells yield is improving week over week
Tesla battery cell has capability of producing 10 gWh
Neural nets still need to be upgraded to video labeling which eventually will be automated
Tesla may use DOJO as a service for other companies to train their own data! Holy shit
Tesla sees no show stoppers for battery cell production
More than 40% of all service visits in America are done through Tesla mobile services
Tesla recommends service appointments to be done by app and is planning to move more away from phone calls
Tesla is open to license software and has had preliminary discussions with OEM's regarding Auto-pilot 👀👀
Tesla FSD take rate in China is considerably lower then other countries
Tesla wants to buy as many cells as possible from its suppliers, Elon encourages suppliers to increase cell production
Tesla is no longer designing/engineering cybertruck, specs are finalized
Cybertruck will require an 8,000 ton press for manufacturing
Tesla is entering long term agreements with suppliers to drive cost down
Tesla is looking to decrease some of its debt with its large pile of cash
Teslas large liquidity of cash allows Tesla to spend money up front with end production targets in mind rather than slowly increasing production over time
Elon confirms Tesla will definitely make an electric van but there is a production constraint on battery cell
Tesla Semi would be in production if they had enough battery cells
Teslas new chip will require multiple simultaneously updates like high resolution cameras
Tesla is inspiring to beat the improvements presented on battery day 👀🤯
🚨BREAKING🚨
Elon confirms that he will continue to be the CEO for several years
Elon Musk once again brings up sustainable-nuclear 👀
Elon reiterates for the 1,000 time, Hydrogen does not make sense
You can follow @JC_finance.
Tip: mention @twtextapp on a Twitter thread with the keyword “unroll” to get a link to it.

Latest Threads Unrolled:

By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.