I would say hardware 4 was probably third or fourth on the list of reasons why I upgraded
The main reason was the ventilated seats
Second and third place are probably tied for the better and quiete ride and the better entertainment system
The hardware 4 for me was a bonus
Tesla expects Giga Berlin's gross margins to exceed Shanghai's (lol) bc they will be selling higher ASP vehicles at costs much lower than Fremont's.
UBS expects GM >30% when at scale.
This was covered in tonight's @robmaurer video.
(Bears are fked)
$TSLA
Real wealth is not:
- Fancy jets
- Lamborghini’s
- Yachts
Real wealth is:
- Going to the gym on Monday at 10am
- Feeding your daughter lunch everyday
- Going on a walk on Thursday at 2pm
The most important variable driving $TSLA vol growth is global EV adoption, currently growing at 50%+. As long as $TSLA can grow capacity at 50%, it should achieve 50% vol growth and blow away Street vol and eps growth ests b/t 2022-26, which avg +27% and +21% respectively.