128 minutes | Jan 28, 2021

TT 192 2020 Q4 Earning Call

FinancialsMargins miss by about 20%Zac: one time chargesEmployee Stock increase and Stock based compensationBonds coming due which converted to stocksS and X refurbIf excluded above, would be better than previous quarterRisks for this year: Global Semiconductor marketOther Covid impacts could affect themCould look at Tesla as revenue/cell output and it’s value as a companyThey’ll excel because of efficiency and want all cell manufacturers to produce and sell to them. Will buy as much as they can sendRegulatory credits could be the same could be lowerGrowthExpect 50% growth for the next few years or more Elon: The market undervalues FSD revenue stillBecause of cash on hand, will move faster on:Service centersSuperchargersManufacturing?Products?Some human capital limitations but still expect above average growthFSDStatusStill moving towards 360 Cameras views for all parts of the codeThings are on trackExpanding the beta programRegulatoryChina will be allowing level 5 later this yearEU is barely allowing level 3US is taking a wait and see.Looking at quality of software before going forwardHave had inquiries from OEMsWilling to sell the tech Will be selling access to DOJO when the time is rightVersion 4 HWD sounds doneBut expects this chip to be able to do everything he has promisedThinks introducing it now would cause confusionWill be 3x faster and user better cameras and more power efficientBattery AdvancementsCosts are in line with projectionsWon't get there for a 3-4yrs (seemed to sandbag a bit there)Ordering 200gw/h of equipment expect 100 gwh next yearSuppliers are still being asked to make as much as they can and Tesla will buy themPrelim discussions on 4680’s made by suppliers tooServiceGerrome: The best service is when it is not neededWould like to get Tom not to borrow tires100 out of 140 centers can get an appt in less than 10 days40% are mobile in North America50% of all appointments are done in 2hrsApp is better than a phone callHas a written record for every oneCan send photosPaymentSee where your tech in in the process of getting the car doneCyberTruck InfoVolume prod in 2021Will use a 8k ton press for castingsOrder parts and machineryEngineering doneElectric VanNice idea but not enough cells out there. Would like to eventually do a sprinter type vanModel S/X https://www.cnet.com/roadshow/news/tesla-model-s-ev-sedan-refresh-interior-debut/Noticed touch controls on steering wheelBlinkers even!!Dash seems to have air qualSupport the show (https://www.patreon.com/talkingtesla)
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