Aeon

Lol.
What is Straubel doing now?
Where is his new enterprise located?
Who is a key neighbor and most likely the main future partner/customer?

When the last five miles have to include wait times, space, equipment and personnel for transferring the loads and therefore cost 1000x more than the other miles the freight train calculations fall a bit apart.
But where the infrastructure is already available they are great.
Btw.: Most of the concrete columns, all of the gravel and many other things were delivered to Teslas Berlin Gigafactory by train.

Ssssh!
Stop being so sensible!!
"Tesla delays Cybertruck, oh noes!" makes a better headline than "Tesla concentrates on highest margin, most-battery-efficient product [Model Y] while ramping up battery-supply."

After a quick google:
A Dogecoin transaction is about 5800 times more energy efficient than a Bitcoin transaction.

What are we supposed to "oh wait" for?

I would probably disagree with your stated opinion then.
He wouldn’t receive the handouts without actually farming!

So they do have a cost to him – they share this cost with the produce.

If he produces 40 tons of vegetables I’d consider it just as valid to say his profit comes from the 23rd 500kg and everything else including the subsidies was produced with break-even spending.
Seems to make more sense to say, he produced the value of 39.5k veggies and 1k of subsidies with 40k in spending, so he made a slight but evenly distributed profit on all of that.

And just like EV manufacturers, without subsidies he would either adjust his sale price or work on his cost. And yes: or he would stop producing.
But thankfully we have Governments representing us that decided that food and clean cars are a good thing and everybody should chip in.

And with Tesla you probably won’t even have to leave your house, workplace or change your daily routine whatsover to have your car checked and fixed if necessary..

Utter BS.
You have to build EVs to be able to sell ZEV credits…
If you consider them 100% profit you might just as well call every third blue Model Y 100% and discount the profits on everything else.

Can you explain what a recall in general and in specific this recall means?

And this "reliance on Government credits" you are talking about, is it here with us in the room?!

(I’ll leave the interpretation of that "of which regulatory credits" line and how important it is nowadays [even less for Q4 btw] to you.)

This is a talking point that has been invalid for two years now. And if you talk about government subsidies at the purchase level or tax incentives, then – eh, so they would sell all the cars they can make to on average slightly less cost-conscious buyers..

Until it suddenly isn’t..
Watch any FSD Beta 10.8 video and tell me how confident you are that they couldn’t do exactly what Waymo does in Chandler right now, but with about two million cars on the road with the required hardware already pre-installed.

If the Bot long-shot makes ignore everything else I question your ability to [.. most things actually].

The differences in vertical integration alone – Tesla producing themselves things no other manufacturer does [from chips to seats to glass] AND on the other side Tesla being their own dealer, service and used car network – makes the comparision to legacy OEMs quite mood.

And then:

Industries/Markets/Businesses Tesla is currently or likely to be eventually involved in:

Does it? Don’t small to huge recalls happen all the time everywhere and we never discount the deliveries?

Replacing one million let’s say 150g/km (15,000km a year) internal combustion engine vehicles with EVs has the potential to save 2.25 MILLION tons of CO2 (fully renewable; [even grid powered it would still be drastically more efficient and cleaner]) and keeps the stink and smog out of our lungs.

GOOD!