Strategy @Shift4. Passionate about Space, EVs & Integrated Commerce. Opinions are my own, NFA
🇩🇰
- Tweets 3,597
- Following 349
- Followers 40,892
- Likes 15,157
Pinned Tweet
I am thrilled to announce that I've joined @Shift4
It's an honor to work alongside extraordinary talented & driven people on our unifying mission; to empower merchants and their customers with seamless integrated payments.
It is profound, that I have the opportunity to…
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Watching Twitter videos on my TV only took me a few seconds to set up🤯
An awesome feature, if you’re watching longer videos on X/Twitter @elonmusk
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What US Tax Payers Should Know About Elon Musk
1/ Tesla received a $465M loan from the Department of Energy in January 2010. The loan was repaid in full /w interest in May 2013
2/ Elon paid ~$11B in taxes in 2021 (most by any person ever)
3/ SpaceX has saved US taxpayers ~$40B
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SpaceX has launched 1,000+ metric tons worth of payloads into a variety of orbits
@elonmusk estimated that it’d take ~1m tons of cargo to build a self-sustaining city on Mars
Starship, the rocket that’s designed to carry out the Mars mission, has a payload capacity of 100+t
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The Turkish government has restricted Twitter across the country
Currently, it is one of the most important media where communication with the earthquake zone is provided. There may still be people under the rubble who can deliver a call for help using Twitter.
Cc: @elonmusk
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“What we’re trying to convey is a message of hope & optimism
Optimism that is based on actual physics and real calculations—not wishful thinking
Earth can, and will, move to a sustainable energy economy & will do so in your lifetime!” @elonmusk
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Absolutely remarkable to see Cybertruck in the wild! $TSLA
Tesla Owners Silicon Valley
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Tesla’s active safety features, coupled with its superior handling & braking saves lives every day.
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Truck carrying hazardous material overturns on highway in Tucson, Arizona.
Tesla’s HEPA Filter & ‘Bioweapon Defense Mode’ can protect you and your loved ones in scenarios like this.
R A W S A L E R T S
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Wow, @MrBeast pays for 1,000 blind peoples surgeries to restore their vision. One of them, a teenager who had been vision impaired since birth & was stuck at home—since he couldn’t drive.
The surgery restores his vision & Jimmy buys him a Tesla!
Watch: piped.video/TJ2ifmkGGus
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World Birth Rate 1950-2022
The birth rate (yearly births per 1,000 people) has collapsed since 1950 and the birth rate is expected to fall another ~17% by 2050 (14.46 yearly births per 1K people).
Population collapse is becoming a real threat to humanity @elonmusk
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My family picked up four Tesla Model Y's, in the past 2 days.
All were of pristine build-quality.
A queue of thrilled customers, engaged in lively conversations over steaming cups of coffee, extended both upon our arrival & departure.
The Tesla employees told me that the past few months had been incredibly busy and that they had 140 pickups yesterday & 170 scheduled for today.
Notably, the trade-in lot mostly consisted of vehicles that were significantly cheaper than the Tesla Model Y & the new Model 3, which the vehicles were traded in for—suggesting that Danes from nearly all income levels are able to afford Tesla vehicles.
It is great to see that the safest vehicles (that also happens to be much better for our environment) are affordable to the masses!
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The Email that Elon sent to $TSLA employees yesterday:
“Don’t be too bothered by stock market craziness. As we demonstrate continued excellent performance, the market will recognize that. Long-term, I believe very much that Tesla will become the most valuable company on Earth!”
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Tesla has just registered its 100,000th vehicle in Norway!
Another incredible milestone for Norway and Tesla—congratulations to @Tesla and 🇳🇴 for paving the way toward an electrifying future!
Via: teslastats.no/
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European media’s negative rhetoric about @elonmusk is now affecting Danish Tesla owners, who chose Tesla for cost, cleanliness, or safety—not politics.
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The Tesla Model Y is the best-selling vehicle in a single year in Norway ever!
Kudos to @Tesla for paving the way for an electrifying future & beating the 53-year-old record of 16,706 🇳🇴 car registrations—set by the Volkswagen Beetle in 1969.
Via beetle.teslastats.no/
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Tesla Semi
Power: 3x of any Diesel Truck
Efficiency: 500 miles on a single charge
“What’s awesome is both of those are enabled by Tesla’s new 1,000 Volt powertrain—Tesla Semi is the FIRST vehicle we’re doing with that…
Don’t worry there’ll be more vehicles coming with that”👀
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Tesla is the Best Company in the World
Starting today, I’ll post a chart, data or analysis every weekday for the rest of 2022. Hopefully, this will inform people why $TSLA is the best investment you can make — both for your own prosperity, but most importantly, for the 🌎’s…
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Tesla almost doubled their 🇨🇳 Retail Sales YoY (+96.9%) — while the Chinese auto industry is in decline YoY (-9.2%) $TSLA
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Tesla started to actively tweet updates & educational content at the start of December.
The outcome has been tremendous.
I hope that @Tesla continues utilizing Twitter like this!
Twitter users & companies should take note of this—post interesting content & results will follow…
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The World’s Most Innovative Companies of 2023
Congrats to @McDonalds for being the world’s 2nd most innovative company “For cooking up cultural moments as addictive as its fries”
Meanwhile, SpaceX & Tesla didn’t make the list (top 50)
I swear, this is not satire @elonmusk
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Tesla breaks 37-year-old record
The Tesla Model Y just broke the record—set in 1986 by the Toyota Corolla—for most sales in a single year in Denmark.
The Model Y is, in fact, so popular that the EV accounts for ~10% of newly registered vehicles in 🇩🇰
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On this day—2 years ago—Tesla was included in the S&P 500 at $231.67 per share ($695 pre-split).
Here's an overview of how $TSLA has performed since then—comparing Q1-Q3 2020 to Q1-Q3 2022 on 4 metrics:
•Vehicle Deliveries
•Revenue
•Net Income (Profit)
•Share Price
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The new Tesla Model 3 showcased live in Norway🔥
This car cost the same as the lowest trim Volkswagen Golf in Norway.
$TSLA
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Like the Tesla Model Y?
The most American made vehicle that just got snubbed from the IRA Tax Credit!
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The Tesla Model S Plaid costs ~20% less than the 2023 Audi RS e-tron GT
Despite, the Tesla Model S Plaid possessing superior:
Range, Efficiency, Power, Acceleration & Tech…
But most importantly;
The Tesla Model S has received the highest Overall Safety Score from @EuroNCAP
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The CEO of Denmarks largest leasing company, Nordania Leasing, told reporters; that they have signed as many Tesla company vehicle deals in the last week—as they did in all of 2022, as a result of Tesla’s recent price cuts.
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World’s Quickest SUVs: Drag Race
The all-electric Tesla Model X Plaid competes against the Lamborghini Urus Performante, BMW X5M, Porsche Cayenne Turbo GT, & Mercedes GLE 63 S, in a quarter mile drag race…
The Tesla Model X Plaid is the quickest & safest high-performance SUV.
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Nevada’s Governor: “Elon is here to change the world”
Elon: “To be clear, I get way too much credit—the credit is theirs” [points at Tesla employees]
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Tesla advertising at Tokyo International Airport nitter.app/Omarr0717/status/17116…
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Elon Musk on Manufacturing Misconceptions:
• Manufacturing is fundamentally underappreciated by people—while design is overrated
• A lot more work goes into the production system than the product—producing a system that is the most cost-effective solution is the hardest part
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The new Tesla Model 3 starts at a cheaper price point than the lowest trim Volkswagen Golf, in Denmark
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Yesterday, it was reported by MSM that Elon Musk was booed off stage at a Chris Rock / Dave Chapelle show
However, people who were at the show disagrees with that narrative.
@EmmetPeppers, who was at the event, speaks up about what actually happened…
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Best-Selling Premium SUVs in China
In November, the Tesla Model Y sold >4x the units of the BMW X3—which was the 2nd best-selling premium SUV in China. Most remarkably, $TSLA sold more units of the Model Y than the 2nd to 6th best-selling premium SUVs combined.
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Elon thanks Tesla China for their incredible achievements & everything they’ve accomplished this past year — and sends his best wishes for a prosperous Year of the Rabbit.
Tesla China Rocks!👏
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SpaceX was founded on this day, 21 years ago.
“The thing that gets me the most fired up, is creating a self-sustaining civilization on Mars. It would be the greatest adventure in human history” - @elonmusk
Cheers to 21 years, SpaceX!
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Starlink Subscribers
Feb. 2021: 10,000 Subscribers
Dec. 2022: 1,000,000 Subscribers
Via @SpaceX
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American Made Index:
🥇Tesla Mode Y
🥈Tesla Model 3
Via @carsdotcom
Yet you decide to snub a fully electric BEV from an EV tax credit—while you let hybrid gas guzzlers qualify, because OEM unions backed your run for presidency
I feel sorry for the hardworking 🇺🇸 taxpayers!
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Twitter is 🔥
It is incredibly powerful to have a platform that values transparency & truth, in a world spewed with misinformation.
Love seeing @CommunityNotes dunk on hidden agendas & sensationalism, that was written to divide.
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Big news out of Germany!
BAFA has adapted the list of eligible electric vehicles. Every configuration of the Tesla Model 3 & Y receives full BAFA incentivizes.
On top of the incentive, $TSLA offers 0.99% interest rate on leasing & 1.99% interest rate on financing.
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Tesla & SpaceX are the Top 2 companies amongst US Engineering Students
Why?
Because their teams get to innovate & build cool/critical stuff amid talented/driven peers
“I consider one of my core responsibilities—to have an environment where great engineers can flourish”@elonmusk
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American legacy automakers lead the race in advertising spend per vehicle — with ad spend being >2% of their total revenue (FY’21).
However, there’s one 🇺🇸 automaker that doesn’t spend a cent on advertising.
The best marketing is making an amazing product & Word-of-Mouth
$TSLA
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The pension of 800,000+ Danes (including my brothers) are going to be affected by union activism
It’s tragic that a pension fund would let woke activism affect their fiduciary duty to their members—who, btw, has no say in this nonsense
Tesla talent enjoys great employment terms
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Tesla Vehicles Produced This Decade (2020s)
• 2020: 509.5K
• 2021: 930.5K
• 2022: 1369.5K
+64% CAGR
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Stefon Diggs, a 4x NFL Pro Bowl wide receiver, shared this photo of the Tesla Cyberquad & Cybertruck to his 1.8M followers on Instagram
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Everything US Taxpayers need to know about Elon!
What US Tax Payers Should Know About Elon Musk
1/ Tesla received a $465M loan from the Department of Energy in January 2010. The loan was repaid in full /w interest in May 2013
2/ Elon paid ~$11B in taxes in 2021 (most by any person ever)
3/ SpaceX has saved US taxpayers ~$40B
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Elon Musk on Tesla’s upcoming “low cost & high volume” electric vehicle…
Notably, the first production line will be in Austin, TX
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Using Google Trends to determine the 🇺🇸 search interest of the Tesla Model 3 & Y…
Pre-Twitter Acquisition
MY: 37-60
M3: 49-66
Post-Twitter Acq.
MY: 35-53
M3: 45-64
Post-$7,500 Discount
MY: 89-100
M3: 91-100
90 Days
Mach-E: 12-26
Search interest was primarily driven by price
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Tesla’s Investor Day
• Announced Giga Mexico
• Presented Master Plan lll
• Showcased update of Optimus
• Provided info on Gen lll vehicle/platform
• Teased 2 new energy products
• Lots of info regarding efficiency, engineering & future investments
• Introduced to Tom Zhu
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The Tesla Model Y was the best selling vehicle in Taiwan in December ‘22
Notably, the Model Y had more sales than the 2nd to 5th best-selling vehicles combined $TSLA
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The common misconception of Tesla
“Lots of people think we’re just a car company—but Tesla is arguably the leader in real-world AI, hardware & software, and we’re building what is arguably the most radical computer architecture since the Cray-1 Supercomputer” - @elonmusk
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Since Jan 2021 Tesla's Market Cap has fallen >20%—despite its TTM EPS increasing >15X
In 7 Quarters Tesla's Net Income has grown >12X:
Q4 '20: $270M
Q3 '22: $3,330M
Today, $TSLA trades at a ~50 P/E—despite growing Q3 Profits 103% YoY
Tesla's fundamentals are better than ever.
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Tesla's Impressive Energy Deployment Ramp
Tesla's energy storage deployment of 2,100 MWh in Q3 was an all-time record (more than Q1 + Q2 '22 combined).
$TSLA's goal is to deploy 1.5 TWh (1,500,000 MWh) of energy storage annually by 2030.
📊: Tesla Energy Deployed - TTM
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Steve Westley, who’s a former Tesla Board Member, speaks about the Cybertruck & why he believes that Tesla brought in Tom Zhu from Giga Shanghai to Austin—in order to help with the Cybertruck ramp up. $TSLA
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State Police Department spots “strange trucks” while on patrol & shares them on their social media page…
The attention that Cybertruck generates will be unlike anything we’ve ever seen.
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Tesla just surpassed 50,000 vehicles in Denmark!
This means that ~2% of all vehicles on Danish roads are Teslas…
20,000 of those are Model Ys—which is the best-selling Danish vehicle, by far, this year
From 4,000 🇩🇰 Tesla vehicles in 2018
→ 12,000 in 2020
→ 50,000+ in 2023
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Tesla continues to grow its energy segment as a % of total revenue
Elon has previously mentioned that Tesla Energy could be as big, if not bigger, than its auto segment — implying that Tesla Energy will greatly exceed $TSLA auto's 50% revenue CAGR
📊: Tesla Energy Revenue - TTM
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Tesla will build a new Megafactory in Shanghai🇨🇳 that will be dedicated to the production of Megapack
The Megafactory is initially planned to produce up to 10,000 units of commercial energy storage batteries per year, with an energy storage scale of ~40 GWh, the products will be available to the global markets
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Tesla has reduced their outstanding debt significantly this decade while increasing their interest income on cash, cash equivalents & short-term investments.
Resulting in $TSLA's interest income exceeding interest expenses FY2022:
Interest income: $297M
Interest expense: -$191M
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Brace Yourself for an Electrifying Era!
In less than a month we’ll start seeing Tesla Semi’s on the road & in less than a year — the Cybertruck!
$TSLA
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Tesla's Mission
Tesla needs to make their cars more affordable, in order to accelerate the world's transition to sustainable energy
With inflation easing, Tesla is doing just that
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All Hydrogen Stations in Denmark Close
"We cannot justify throwing more money at subsidizing hydrogen alone"
The news broke the day after the European union announced €352m of funding for the construction of 12,000⚡️charging stations & 18 hydrogen stations.
$TSLA
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Tesla Norway
Tesla just set a new daily record for 2022 deliveries — with 297 Tesla vehicles delivered to Norway today
223 of those vehicles where MIG MY’s — putting Giga Berlin above 6,000 Model Ys delivered to 🇳🇴 this year
Two impressive back-to-back days in Norway for $TSLA
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There's a wildly inaccurate semi-viral thread surfacing on Twitter spreading lies about Tesla
I, along others, have debunked this with facts — but got blocked & our replies hidden by the OP.
This is why we need community notes & a system to counter reply censorship @elonmusk
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The moment @elonmusk announced Giga Mexico
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Tesla Shocked the World ~10 Hours Ago When They Revealed Their Optimus Robot!
Optimus was revealed at Tesla's latest Recruitment Event (AI DAY 2022)
Let's cover the significance of Optimus Bot:
•Specs
•Pace of Innovation
•Comparison & Implications
🧵: Optimus Robot (1/6)
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Yesterday, the news of Tesla's 🇩🇰 price cut was displayed on the front page of every major Danish media outlet
Tesla passed down savings to Danish consumers—making their vehicles more affordable—and as a result got nationwide coverage without spending a dime on advertising
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The Creation of SpaceX
@elonmusk went to Russia to buy a rocket.
The meeting didn’t go well (🇷🇺 rocket chief designer spat on Elon).
As a result, Elon founded SpaceX.
When mankind becomes a multiplanetary species—know that it all started when Russian saliva hit Elon’s boot…
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Raw materials used in battery packs seem to have peaked
This would reduce the cost of producing a battery pack for an electric vehicle significantly
This is great news for EV makers & consumers—as lower input costs allows for margin expansion / cheaper EVs for consumers $TSLA
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Tesla Vehicles Delivered This Decade (2020s)
• 2020: 499.5K
• 2021: 936K
• 2022: 1,314K
+62% CAGR
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Sources:
/1 Tesla's $465M Loan
energy.gov/lpo/tesla
/2 Elon's $11B Tax Bill (2021)
barrons.com/articles/elon-mu…
3/ SpaceX $40B US Taxpayers Savings
fool.com/investing/2022/06/0…
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Tesla will build a factory in Monterrey, Mexico!
“There is already an understanding, they [Tesla] are going to dedicate the investment to 🇲🇽 and the plant will be established in Monterrey… - AMLO, President of Mexico
Político MX
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Do a Tesla meet up & light show display in front of the White House
56 Tesla Vehicles gathered to participate at this Huge Light Show Display in China.
@elonmusk let’s organise the biggest light show event at Giga Shanghai?
#Tesla #TeslaChina #LightShow #GigaShanghai $TSLA @Tesla
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