An analysis of one of the most important metrics, auto gross margins, for Tesla share price.
Having auto gross margins over 20% is important for Tesla. The key to increasing above Q3 2024 19.6% is continued cost of goods reductions from fewer parts and lower battery costs.
There is also a discussion of possible deals with the US and Greenland and Canada.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.
That overton window moves quick when it moves huh? How long until Brian is posting about the geopolitical benefits of ‘cleansing’ some ethnic minority.
WTAF You actually think this is a sane comment. Proof of how far the Overton Window *hasn’t* moved.
Yes, deals with Greenland that’s some big news. Has it been conquered yet or has its 50,000 inhabitants put a fight? It might be cheaper to offer them a million each.
There were lots of false and misleading predictions on this site.
Interesting factor is that Tesla delivered less vehicles in 2024 than in 2023. Us sales also dropped in 2024 compared to 2023. Even Cybertruck, discounts, incentives did not help them.
There were continuous false and misleading predictions about battery ramp and number of batteries for years. Not to mention inflated predictions number of vehicle production and false predictions of new Gigafactories.
The “less” deliveries are only by a very small number. Instead of meeting/exceeding that delivery metric, Tesla instead decided to change over the China Model Y lines to Juniper. Though creating a metric miss, making the changeover sooner opposed to later would yield production efficiencies and get the best product into customers hands sooner. If you are only worried about minor number misses instead of the overall innovation and value ramp, you are completely missing the point and best follow a different company. The predictions here are about technology, about innovation which Cybertruck is a great product. Readers here want to look at those innovations and futures as Brian represents with solid accuracy, not volume predictions which bean counter are most interested in. If you feel that badly about Tesla performance, then feel free to back that with a short position and enjoy!