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宏观 / 市场Tesla / 特斯拉
Thoughts on Tesla’s earnings call?
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宏观 / 市场Tesla / 特斯拉
Re @rb89rb The stock is up 79% in the last 90 days. Post earnings sell offs are pretty normal for $TSLA. I wouldn’t get caught up in the short term.
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FSD / RobotaxiTesla / 特斯拉
Re This means Tesla owners who bought years ago (or recently) will be able to buy a new Tesla and have FSD without having to pay for FSD again.
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Optimus / 机器人Tesla / 特斯拉
Elon on how many Tesla Bots Tesla has working: I think around 10; There are no off the shelf actuators that work well for a humanoid robot; We actually had to design our own actuators.
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FSD / RobotaxiTesla / 特斯拉
BREAKING: Elon Musk says @Tesla will allow FSD to be transferable, but only in Q3.
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Tesla / 特斯拉
Tesla: We have seen a reduction in pricing across the board for all commodities, such as nickel, cobalt and graphite.
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Tesla / 特斯拉
Tesla: We continue to grow autobidder contracts in wholesale markets; In the UK our project performed best in the industry in Q2. Autobidder does have software margins, but is a small contributor to revenue. https://twitter.com/i/web/status/1681783223607607297
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Tesla / 特斯拉
NEWS: Tesla will expand Tesla Electric to all Tesla owners in Texas later this year (it's currently only available to Model 3 owners).
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Tesla / 特斯拉
Tesla on 4680 progress: Giga Texas cell production increased 80% in Q2 over Q1, and the team surpassed 10 million production cells produced. 25% reduction in cell COGS. The "Cybercell" brings energy density and cost improvements.
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Tesla / 特斯拉
BREAKING: Elon Musk says Tesla is in early discussions with a major automaker to license Tesla's Full Self driving technology to them.
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Tesla / 特斯拉
Elon Musk says Tesla will see a slight production output decrease in Q3 vs Q2 due to a lot of factory upgrades, but still targeting 1.8M deliveries this year. https://twitter.com/i/web/status/1681779560226881540
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Tesla / 特斯拉
For those who wonder about Model 3 battery degradation 👇
BestInTESLA: @GranTorinoNY @SawyerMerritt @DillonLoomis22 @theevking @ray4tesla @Teslarati @Tesmanian_com My model 3 from 2019 has gone just over…
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BestInTESLA: @GranTorinoNY @SawyerMerritt @DillonLoomis22 @theevking @ray4tesla @Teslarati @Tesmanian_com My model 3 from 2019 has gone just over 100,000 miles or 160,000 km.
Battery still at 95% only 5% degradation 👌 Run as good as when I bought it 💪
Battery health https://t.co/xwlncyJYL8
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FSD / RobotaxiTesla / 特斯拉
This is another major demand lever to pull. Great news for existing owners.
Dirty Tesla: WE WON EVERYBODY! 1 TIME FSD TRANSFER! Thank you everyone for never giving up 🔥 🔥 🔥 https://t.co/7ExWYDp2DN via Twitter @Ray
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Dirty Tesla: WE WON EVERYBODY! 1 TIME FSD TRANSFER! Thank you everyone for never giving up 🔥 🔥 🔥 https://t.co/7ExWYDp2DN
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FSD / RobotaxiTesla / 特斯拉
Re Replies overwhelmingly point to Ford as the FSD candidate. What’s the rationale behind it?
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FSD / RobotaxiTesla / 特斯拉
Which major automaker do you think it is that Elon referred to in discussion with Tesla regarding to licensing FSD?
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FSD / RobotaxiTesla / 特斯拉
Elon - We will allow one time only FSD transfer for orders placed in Q3
submitted by /u/RealPokePOP [link][comments] via r/TeslaMotors - The original and largest Tesla community! (author: /u/RealPokePOP)
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FSD / RobotaxiTesla / 特斯拉
FSD TRANSFER one time only this quarter! Q3
submitted by /u/highguy604 [link][comments] via r/TeslaMotors - The original and largest Tesla community! (author: /u/highguy604)
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Tesla / 特斯拉
Q2 Shareholder Update → http://ir.tesla.com
— Highlights In Q2, we produced a record number of vehicles, thanks to ongoing ramps of our new factories & strong performance of Shanghai & Frem…
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—
Highlights
In Q2, we produced a record number of vehicles, thanks to ongoing ramps of our new factories & strong performance of Shanghai & Fremont!
Cybertruck equipment installation at Giga Texas is in progress, with… https://twitter.com/i/web/status/1681761075753017345 https://t.co/AueMBjxHDj
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能源 / 电池Tesla / 特斯拉
Tesla opened an average of 3.5 new Supercharger sites globally per day in Q2. https://t.co/DZjSWybSlr
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Tesla / 特斯拉
Tesla Energy gross margin was 18.4% in Q2, up 67% vs Q1 2023.
@teslaenergy is still being slept on. https://t.co/81PX6admm8 via Twitter @Sawyer Merritt
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@teslaenergy is still being slept on. https://t.co/81PX6admm8
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Tesla / 特斯拉
Tesla opened 68 new stores/service centers globally in Q2, up 29% YoY. https://t.co/4slq9JJpNy
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Tesla / 特斯拉
Re Twitter version: https://twitter.com/Tesla/status/1681684690980290560?s=20
Tesla: Q2 2023 Earnings Call https://twitter.com/i/broadcasts/1DXxyvvagknKM via Twitter @Sawyer Merritt
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Tesla: Q2 2023 Earnings Call https://twitter.com/i/broadcasts/1DXxyvvagknKM
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宏观 / 市场Tesla / 特斯拉
Tesla's Q2 earnings call starts in 30 minutes. Link: https://www.youtube.com/watch?v=eUEojntzzAk
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Tesla / 特斯拉
Tesla now has a record $23.1 billion of cash on hand.
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Tesla / 特斯拉
Tesla profits climb despite price cuts - CNN Business https://stocks.apple.com/AhwhFIVc6S5qNjgS4LAAjIw
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