2018-05-04

@TobyTurner New Roadster will have that

@InvestorsLive Yes, definitely not

@FredericLambert It will be next level. These are really big numbers.

Oh and uh short burn of the century comin soon. Flamethrowers should arrive just in time.

@mr_calico @FredericLambert Yup

@GlobalProTrader @wmiddelkoop True. And once they were on the call, I should have answered their questions live. It was foolish of me to ignore them.

@joshgans We went through the same drama on S & X and almost all confirmed in the end. Will likely be even better for Model 3, as customer satisfaction score post delivery is higher. I worry zero about demand. Just spent all night in the factory, not the showroom.

Reason RBC question about Model 3 demand is absurd is that Tesla has roughly half a million reservations, despite no advertising & no cars in showrooms. Even after reaching 5k/week production, it would take 2 years just to satisfy existing demand even if new sales dropped to 0.

The reason the Bernstein question about CapEx was boneheaded was that it had already been answered in the headline of the Q1 newsletter he received beforehand, along with details in the body of the letter

The 2 questioners I ignored on the Q1 call are sell-side analysts who represent a short seller thesis, not investors

@MarekCyzio Exactly

First, it’s important to know that Tesla is the most shorted (meaning most bet against) stock on the market & has been for a while https://t.co/srEp1tf6ZU

Please ignore this thread unless you’re interested in a tedious discussion about Tesla stock

@Ataraxia_Invest @MKBHD @HyperChangeTV They were neither valid nor pertinent. I will explain why on a primary Twitter thread.

@ThePhoenixFlare @MKBHD @HyperChangeTV Yeah, news is actually super good. Model S & X are producing major positive cash flow & Model 3 is about to do same.

@MKBHD @HyperChangeTV To be clear, I’m a big fan of MKBHD, but this is an important clarification

@MKBHD @HyperChangeTV The “dry” questions were not asked by investors, but rather by two sell-side analysts who were trying to justify their Tesla short thesis. They are actually on the *opposite* side of investors. HyperChange represented actual investors, so I switched to them.