Troy Teslike @TroyTeslike
Tesla Delivery Estimates: Data-driven & free. Early access on Patreon. My average error rate is 1.2% for Tesla's production and 2.7% for deliveries. patreon.com/teslike/posts UK Joined June 2018-
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Elon's decision to fire the entire Supercharger team because they weren't reducing the workforce quickly enough seems impulsive and rushed. These employees had significant experience in planning, building, and maintaining the Supercharger network. By letting them go, Tesla risks…
It's surprising that Tesla just laid off over 500 people from the Supercharger team, especially since they're supposed to be expanding the Supercharger network to keep up with the growing number of Teslas on the road. It makes no sense. Here's my theory: Tesla's 4680 battery…
I use Vehicle Identification Numbers (VINs) to calculate Tesla's production. The data shows what's happening with production but it doesn't show why something is happening. So, in Q1, when Model 3 production at the Fremont factory was much lower than usual, I assumed it was due…
In terms of deliveries, Tesla's biggest challenge in Q2 is expected to be Model 3 demand in the US due to the tax credit situation. The Standard Range and Long Range versions of the Model 3 don't qualify for the $7,500 tax credit, making them more expensive than the same Model Y…
Hi everybody. Tesla Delivery Estimates for Q2 2024 were as follows 12 days ago on Apr 16: • My Estimate: 418,000 • Analyst Consensus: 479,000 I've just posted a new update on Patreon that includes new DMV VIN data: patreon.com/posts/q2-2024-… Also, feel free to check out my…
Hi everybody. Update #2 for Tesla's Q2 Production and Deliveries is out: patreon.com/posts/q2-2024-… This update includes new DMV VIN data up to April 25, which shows Tesla's production for each model at each factory in the US. There's some good news, but there's also some bad news.…
It's fine to show the price after applying the federal tax credit, but gas savings shouldn't be included by default. Adding gas savings to the advertised price seems a bit shady. For context, check out Tesla's homepage: tesla.com Tesla stopped doing this in Europe…
I have new VIN data. There's some good news, but there's also some bad news. I'll probably post an update about Tesla's Q2 deliveries either today or tomorrow.
Gary Black @garyblack00
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181.7M Followers 587 FollowingScoop: Elon Musk emailed executives tonight to say two of his most senior executives—Rebecca Tinucci, head of the Supercharger network; and Daniel Ho, head of new vehicles—will be leaving the company, and their teams dissolved. The Electric. 1/2 theinformation.com/articles/musk-…
Elon: The Tesla team needs to lay off a lot of people every five years to metabolize and be reborn. (Major layoffs in progress...wait, Tesla community?) Elon: Unfollowing Sawyer and Omar is difficult, but necessary for the next stage of growth of the Tesla community.
🚫 @elonmusk is no longer following @WholeMarsBlog
@alexofmd @TroyTeslike Folks like Troy are very few. He’s neutral, not like many perms bulls or bears who refuse to look at both sides. Troy’s work is golden for Tesla community.
I closely follow these $TSLA accounts. They provide frequent insightful analysis and you get a wide range of thoughts. They also stick to the subject matter and keep it clean, not always easy to do. Worth a follow. @elonmusk @farzyness @garyblack00 @TroyTeslike @TSLAFanMtl…
@Adam_and_EVs He is amazingly neutral in a cesspool of ultra bulls and bears! As always great job @TroyTeslike
One of the only rational pro #Tesla analysts. He continually presents facts rather than hypes and dreams! A lone sane voice in a sea of insane fanatics. Thank you Troy!🙏
@W11235813213455 Q1, Q2, and Q4 2024 will have negative YOY delivery growth.
One of the best overview of autonomous vehicle capabilities/features. Amazing how many common driving capabilities turned from 1 to 6-8 in various Tesla FSD version updates.
Here's a table by @edgecase411 that compares FSD V12.3 to older versions. The scores show a big improvement, but it's not perfect. There are still 6 categories where it scored only 1 point, meaning it was never successful. Therefore, it's clear that FSD still needs more…
@TroyTeslike Totally agree! Was just saying the same thing. x.com/tweet_seth/sta…
@TroyTeslike I agree. This was my theory a few days ago too. Presumably the cells will be the cells that legacy auto recently cancelled, not sure they’ll be 4680.
@scottwww @TSLAFanMtl True. OK, next theory, Model 3H. Model 3 with a shorter wheelbase and a hatchback.
I'll be going on CNBC tonight to discuss Tesla. Around 7:55 PM ET on @LastCallCNBC.
@TroyTeslike @BennyTaylorMan I am a software engineer with knowledge in this field. I can tell your estimates are good.
@TroyTeslike A treasure of reliable and accurate information from Troy as always
In less than 24 hours, $TSLA will release Q1-2024 earnings. Here are the EST of Q1-2024 EPS NON-GAAP: To beat: $0.51 @alojoh - $0.57 @CuriousPejjy - $0.52 @garyblack00- $0.52 @TSLAFanMtl- $0.48 @TroyTeslike - $0.48 @MatchasmMatt- $0.42 @farzyness - $0.36 @ICannot_Enough-…
This forwards my $TSLA estimates vs. consensus for 1Q earnings tomorrow. Non-GAAP EPS for Q1 2024: • $0.52 my estimate • $0.51 analyst consensus Bloomberg Auto gross margin excl. reg credits: • 15.4% my estimate (vs 17.2% in Q4 2023) and vs 15.9% consensus The swing #s…