via Twitter @Sawyer Merritt
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Re @6463dc Forgot about that
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Re @JamesPower91 Because they still have an ICE business that is making them money. A company like Nikola is much more at risk short term of going bankrupt.
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Re @JamesPower91 Probably not
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Re @NSuresh_ECW That would be my guess
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Re CEO: "We have faced various market and macroeconomic headwinds, that have impacted our ability to efficiently scale."
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能源 / 电池Tesla / 特斯拉
NEWS: Tesla has installed some V4 Superchargers at Giga Berlin.
Esther Kokkelmans: News: The beautiful new @tesla V3 at Giga4 Berlin, Brandenburg added new V4 superchargers to the chargers! This is the sixth l…
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Esther Kokkelmans: News:
The beautiful new @tesla V3 #supercharger at Giga4 Berlin, Brandenburg added new V4 superchargers to the chargers! This is the sixth location worldwide with V4 chargers.
They are the new models with the cardreaders.
They also finished a beautiful solarpanel roof.
This is…
via Twitter @Sawyer Merritt
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宏观 / 市场
BREAKING: Lucid has reported Q2 earnings:
EPS: -$0.40 vs -$0.33 est. • Rev: $150.9M vs $176M est. • Lucid lost $764M in the quarter • $6.25B in total liquidity The company reiterated thei…
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- EPS: -$0.40 vs -$0.33 est.
- Rev: $150.9M vs $176M est.
- Lucid lost $764M in the quarter
- $6.25B in total liquidity
The company reiterated their 2023 production guidance of 10k.
via Twitter @Sawyer Merritt
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Re
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Lucid lost $544,159 for every vehicle that they delivered in Q2 2023. This compares to $818k per vehicle in Q2 2022.
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NEWS: Lucid says they will unveil their Gravity SUV in November; with "start of production on track for late 2024."
via Twitter @Sawyer Merritt
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Tesla / 特斯拉
NEWS: @Tesla Semi truck charger spotted around Las Vegas.
Erik Yde: Also in Las Vegas: Megacharger. Big chungo. @RateYourCharge @itskyleconner via Twitter @Sawyer Merritt
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Erik Yde: Also in Las Vegas: Megacharger. Big chungo.
@RateYourCharge @itskyleconner
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宏观 / 市场
I'd be surprised if Lucid hits their 10k production target for 2023. They've only delivered 2,810 cars as of June 30th and demand doesn't seem to be great.
Sawyer Merritt: BREAKING: Lucid has reported Q2 earnings: • EPS: -$0.40 vs -$0.33 est. • Rev: $150.9M vs $176M est. • Lucid lost $764M in the qua…
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Sawyer Merritt: BREAKING: Lucid has reported Q2 earnings:
- EPS: -$0.40 vs -$0.33 est.
- Rev: $150.9M vs $176M est.
- Lucid lost $764M in the quarter
- $6.25B in total liquidity
The company reiterated their 2023 production guidance of 10k.
via Twitter @Sawyer Merritt
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Tesla / 特斯拉
BREAKING: Elon Musk thanks now former Tesla CFO Zach Kirkhorn for his many years of hard work at the company.
Elon Musk: I would like to thank Zach Kirkhorn for his many contributions to Tesla over the course of 13 often difficult years. Much appreciated…
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Elon Musk: I would like to thank Zach Kirkhorn for his many contributions to Tesla over the course of 13 often difficult years.
Much appreciated and best wishes for the next stage of his career.
via Twitter @Sawyer Merritt
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其他动态
NEWS: Faraday Future Secures New $16M Funding and Announces Developer Co-Creation Strategy https://ev-edition.com/2023/08/faraday-future-secures-new-funding-and-announces-developer-co-creation-strategy/
via Twitter @Sawyer Merritt
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Re @farzyness Smart move.
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Lucid's gross margin in Q2 2023 was -268% versus -235% in Q1 2023.
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Re @FEk3v1n @elonmusk I did deleted one about 45 mins ago and reposted. Sorry about that! I try to not do that so i don't annoy ppl who have my notifications on.
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Re Source: https://ir.lucidmotors.com/news-releases/news-release-details/lucid-announces-second-quarter-2023-financial-results-track
via Twitter @Sawyer Merritt
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Re Lucid claims their $6.25 billion in total liquidity is expected to fund the company into 2025.
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Tesla / 特斯拉
Re @JamesPower91 @Tesla Elon never said that.
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Tesla / 特斯拉
In 2019, @Tesla witnessed the departure of its then CFO, Deepak Ahuja, as well as its then CTO and Co-founder, JB Straubel (who has since joined Tesla's board).
Fast forward to 2023, and Tesla has experienced a similar departure of execs with its Director of AI, Andrej Karpathy,… via Twitter @Sawyer Merri…
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Fast forward to 2023, and Tesla has experienced a similar departure of execs with its Director of AI, Andrej Karpathy,…
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Tesla / 特斯拉
Here are the aspects of @Tesla's business that I believe are the most overlooked:
Short term: The Megapack business • Medium term: FSD • Long term: The potential of Optimus (Tesla Bot) What do you think? via Twitter @Sawyer Mer…
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- Short term: The Megapack business
- Medium term: FSD
- Long term: The potential of Optimus (Tesla Bot)
What do you think?
via Twitter @Sawyer Merritt
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Tesla / 特斯拉
Re @julio_bree @Tesla Mostly those outside the bubble, but even some inside of it.
via Twitter @Sawyer Merritt
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Tesla / 特斯拉
r/TeslaMotors - The original and largest Tesla community!
The monitoring task had failed 100 consecutive times. Your subscription to the RSS feed has been deactivated. To reactivate it, please use the /a…
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To reactivate it, please use the /activate_subs command.
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Tesla / 特斯拉
Very funny. People who went short TSLA in low 100 are now creating Hollywood-style plot for the departure of Zach Kirkhorn.
via Twitter @Ray
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