Podknife - TT 192 2020 Q4 Earning Call by TALKING TESLA

Help
Help

Suggested Topics
- What is Podknife?
  
  Podknife is a curated podcast information and review site designed to be accessible in your browser from any device. We’re working to build the most useful podcast information source available by providing you with as much publicly available information about each podcast in our database as we can find and keeping it as up to date as possible.
- Can I listen to podcasts on Podknife?
  
  Yeah! There's a player at the bottom of the page.
- How can I get my podcast on Podknife?
  
  We’d love to hear about your podcast and consider it for addition. You can suggest your own by logging in and selecting the “Suggest a Podcast” link from the menu. Fill out the form and we’ll take it from there.
- How can I submit a review of a podcast?
  
  To submit a review of a podcast, go to the page of the podcast you want to review and click the "Submit Review" button below the image associated with the podcast. Clicking that button brings you to a new page where you can select a rating between 1 and 5 stars and write a brief review.
- How can I submit a review of a podcast episode?
  
  To submit a review of a podcast episode, go to the page of the podcast whose episode you want to review and find the specific episode you're looking for. Clicking on any episode reveals a "View Episode" button and clicking on that brings you to an episode-specific page where you can find more information displayed about the episode along with a "Submit Review" button. Clicking that brings you to a new page where you can select a rating between 1 and 5 stars and write a brief review of the episode.
- Is there a Podknife app?
  
  Not yet - we're keeping it in the browser at least for now. No app download required to access anything on the site.
- How can I change my display name?
  
  To change your display name, log in to Podknife and select "Account Settings" in the dropdown menu. From the Account Settings page, enter your desired new display name and press the "Save" button to confirm the change.
- How can I change my password?
  
  To change your password, log in to Podknife and select "Account Settings" in the dropdown menu. From the Account Settings page, enter your desired new password in the two fields below "Update Password" and press the "Save" button to confirm the change.
- How can I keep track of all my reviews?
  
  Within the menu, click on "My Profile", you will then be able to check all your reviews for both podcast & episode. You can also check all your favorite podcasts.
- How can I keep track of all my favorited podcasts?
  
  You can find podcasts you’ve favorited displayed on the My Profile page associated with your account (https://podknife.com/profile).
  You can share your My Profile page displaying your favorite podcasts as well as any reviews you’ve written publicly with a link in the form https://podknife.com/users/[displayname] where [displayname] is replaced by your Display Name.
- How can I favorite a podcast?
  
  On each podcast page you’ll find the outline of a star above the podcast title. Clicking this star fills it in and designates the podcast as a favorite (for logged in users) or invites the user to log in or register for an account (for users who are not logged in). You can find favorited podcasts displayed on the My Profile page associated with your account (https://podknife.com/profile).
- How can I register for a Podknife account?
  
  To register, click on the “Register” button in the top right of your browser window (or visit https://podknife.com/users/sign_up). Enter a Display Name to be associated with your account on the site (alongside any reviews you contribute, for example), an Email address to associate with the account and your password (twice for confirmation). Press the “Confirm” button and you should be all set, logged in and ready to review and favorite podcasts as you wish.
- How can I get in touch?
  
  We’d love to hear from you. You can reach us using the Feedback form (https://podknife.com/feedbacks/new) which can be found either in the footer on each page (for users who are not logged in) or in the dropdown menu (for logged in users).
  
  You can also reach us on Twitter by tweeting us @podknife (https://twitter.com/podknife) or on Facebook by messaging us from our page (https://www.facebook.com/podknife/).
- Log In
- Register
- Feedback
- Help
- Privacy Policy
- Terms of Use
© Podknife 2024

Please login or sign up to post and edit reviews.

This episode currently has no reviews.

Submit Review

Favorite Add to Queue

TT 192 2020 Q4 Earning Call

Podcast |: TALKING TESLA
Publisher |: FOOLYBOO
Media Type |: audio
Podknife tags |: Automotive,; Comedy,; Games & Hobbies,; Tech News,; Technology,; Tesla
Categories Via RSS |: Comedy,; Society & Culture,; Technology
Publication Date |: Jan 28, 2021
Episode Duration |: 02:08:12

Financials
1. Margins miss by about 20%
2. Zac: one time charges
  1. Employee Stock increase and Stock based compensation
  2. Bonds coming due which converted to stocks
  3. S and X refurb
  4. If excluded above, would be better than previous quarter
3. Risks for this year: Global Semiconductor market
  1. Other Covid impacts could affect them
4. Could look at Tesla as revenue/cell output and it’s value as a company
  1. They’ll excel because of efficiency and want all cell manufacturers to produce and sell to them.
  2. Will buy as much as they can send
5. Regulatory credits could be the same could be lower
Growth
1. Expect 50% growth for the next few years or more
2. Elon: The market undervalues FSD revenue still
3. Because of cash on hand, will move faster on:
  1. Service centers
  2. Superchargers
  3. Manufacturing
  4. ?Products?
4. Some human capital limitations but still expect above average growth
FSD
1. Status
  1. Still moving towards 360 Cameras views for all parts of the code
  2. Things are on track
  3. Expanding the beta program
2. Regulatory
  1. China will be allowing level 5 later this year
  2. EU is barely allowing level 3
  3. US is taking a wait and see.
    1. Looking at quality of software before going forward
3. Have had inquiries from OEMs
  1. Willing to sell the tech
4. Will be selling access to DOJO when the time is right
5. Version 4 HWD sounds done
  1. But expects this chip to be able to do everything he has promised
  2. Thinks introducing it now would cause confusion
  3. Will be 3x faster and user better cameras and more power efficient
Battery Advancements
1. Costs are in line with projections
  1. Won't get there for a 3-4yrs (seemed to sandbag a bit there)
2. Ordering 200gw/h of equipment expect 100 gwh next year
3. Suppliers are still being asked to make as much as they can and Tesla will buy them
  1. Prelim discussions on 4680’s made by suppliers too
Service
1. Gerrome: The best service is when it is not needed
2. Would like to get Tom not to borrow tires
3. 100 out of 140 centers can get an appt in less than 10 days
4. 40% are mobile in North America
5. 50% of all appointments are done in 2hrs
6. App is better than a phone call
  1. Has a written record for every one
  2. Can send photos
  3. Payment
  4. See where your tech in in the process of getting the car done
CyberTruck Info
1. Volume prod in 2021
2. Will use a 8k ton press for castings
3. Order parts and machinery
4. Engineering done
Electric Van
1. Nice idea but not enough cells out there.
2. Would like to eventually do a sprinter type van
Model S/X
1. https://www.cnet.com/roadshow/news/tesla-model-s-ev-sedan-refresh-interior-debut/
2. Noticed touch controls on steering wheel
  1. Blinkers even!!
3. Dash seems to have air quality
4. Back seat screen
5. Seats seem texture

Support the show

This episode currently has no reviews.

Submit Review

This episode could use a review!

This episode could use a review! Have anything to say about it? Share your thoughts using the button below.

Submit Review