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They generated over $600 million in FCF in Q2. Compare this to only $200 million by Ford over the same period, also announced today: https://s22.q4cdn.com/857684434/files/doc_financials/2019/q2...
that seems very juicy?
edit: it seems people put a disclaimer on their ownership of tesla stock on hn about tesla threads. i dont own any.
anyone care to talk about this part "This feature is currently operating in “shadow mode” in the fleet, which compares our software algorithm to real-world driver behavior across tens of millions of instances around the world." that seems very juicy? edit: it seems people put a disclaimer on their ownership of tesla stock on hn about tesla threads. i dont own any.
Earlier quoted context omitted.
They missed market expectations. They lost 6x more money (-$2.31/share vs expected -$0.35/share) and sold less cars ($6.3b sales vs $6.5b expected) than the market wanted with more capex to come (China Gigafactory, Model Y).
Not sure how does the CapEx gets allocated for the projects that are already progressing. For example: Tesla started building GF2 in China a few months ago so any idea in which Quarter(s) Tesla account for the CapEx? Is it before the project starts or at the end or every month gets even distribution of CapEx allocation from Start until End of the project.
I can't speak to how GF3 capex is being accounted for, but competition was fierce to provide financing to Tesla [1]. China pulled out all of the stops not just for permitting and financing, but also construction (GF3 is already having Model 3 production line equipment installed, after breaking ground in January [2]). In less than a year, it will go from vacant land to producing Model 3s.
[1] https://www.teslarati.com/tesla-gigafactory-3-funding-chines...
[2] https://www.youtube.com/watch?v=XI6nJOic4BM (June 22 2019) Tesla Gigafactory 3 in Shanghai China Update
anyone care to talk about this part "This feature is currently operating in “shadow mode” in the fleet, which compares our software algorithm to real-world driver behavior across tens of millions of instances around the world." that seems very juicy? edit: it seems people put a disclaimer on their ownership of tesla stock on hn about tesla threads. i dont own any.
This is a known feature unveiled, I believe, on Tesla's autonomy day. It just means they're able to test Autopilot on cars even if they aren't running autopilot.
I'm just curious if it does make them way ahead, and if so how much more ahead? Is this driving a car vs horse wagon levels?
anyone care to talk about this part "This feature is currently operating in “shadow mode” in the fleet, which compares our software algorithm to real-world driver behavior across tens of millions of instances around the world." that seems very juicy? edit: it seems people put a disclaimer on their ownership of tesla stock on hn about tesla threads. i dont own any.
This is a known feature unveiled, I believe, on Tesla's autonomy day. It just means they're able to test Autopilot on cars even if they aren't running autopilot.
Here's to hoping that they hire some creative talent to help make letters that don't look like they are from the 90's.
Designers didn't have anything to do with this mess.
anyone care to talk about this part "This feature is currently operating in “shadow mode” in the fleet, which compares our software algorithm to real-world driver behavior across tens of millions of instances around the world." that seems very juicy? edit: it seems people put a disclaimer on their ownership of tesla stock on hn about tesla threads. i dont own any.
This is a known feature unveiled, I believe, on Tesla's autonomy day. It just means they're able to test Autopilot on cars even if they aren't running autopilot.
There are people much more informed than myself that believe Shadow Mode isn't real, and that Tesla is outright lying about its existence.
Tesla's stock has massively under-performed over the past 5 years (will be up 8% over that period if the after hours price action holds). The opportunity cost of owning it has been huge while the rest of the market ripped up.