Sean Kim

#Tesla Investor, share holder since 2019,#Model Y owner, #Knowledge follower of the Tech & Innovation

[Sean Kim @juniordady]

My point view is Defferd Rev. by FSD!

$TSLA Q3 2026 Key Financials:
• Non-GAAP Net Income: $1.697B
• GAAP Net Income: $0.787B
• Operating Cash Flow (OCF): $6.263B
• Capital Expenditures (Capex): $4.732B
• Free Cash Flow (FCF): $1.531B
• Q3 Deferred Revenue Inflow: +$1.255B
• Total Cumulative Deferred Revenue: $8.787B
Current: $4.661B
Non-Current: $4.126B

[Elon Musk @elonmusk]

Exactly

[Sean Kim @juniordady]

네바다에서는 5천대까지, 텍사스에서는 차량대수의 특별한 제한없이 상업운행이 가능 & 제조사 자기인증 기반이며~ FSD 소프트웨어는 V15 Unsupervised!?

[Sean Kim @juniordady]

연말 정식출시:대량생산에 앞서, 초기 생산제품에 대한 하이퍼스케일러로의 조기납품이 시작되었다는 사실!

[Satya Nadella @satyanadella]

Delivery day at our Microsoft DCs as the first production Vera Rubins arrive. A huge thank you to our partners at @nvidia and our Azure hardware and datacenter teams for all the incredible work that brought us to this milestone!

[Sean Kim @juniordady]

한여름의 절정이 지나길 기다리며, 전쟁, 파괴, 상실과 후회를 지나 귀향을 기다리는 기나긴 여정의 이야기~크리스토퍼 놀란 감독이 놀랍게 그려낸 영화이야기-오디세이 감상!

Waiting for the peak of midsummer to pass, the story of a long journey through war, destruction, loss, and regret, waiting for homecoming~ Reviewing The Odyssey—a cinematic story amazingly depicted by director Christopher Nolan!

[Elon Musk @elonmusk]

@SawyerMerritt Well that’s just exactly what Tesla is doing 😂

What they will find is that it’s easy to get to 99% and then super hard to solve the long tail of the distribution.

[Sean Kim @juniordady]

+ 12.5GW of Energy

[Sean Kim @juniordady]

497,099 Delivery in Q3!

[Sean Kim @juniordady]

우리가족, 세표-추가요^^
다시, 일어서는 대한민국 파이팅^^

[Sean Kim @juniordady]

총 8편으로 이어왔던, 명품 시리즈의 마지막 이라는게~~
너무너무 아쉬운, 명작!

해피앤딩에 감사하며~^^

[Sean Kim @juniordady]

최근에 감상한 영화중에서, 최고의
작품이였다 생각합니다.
우리 모두는 이상을 꿈꾸고, 이루려 하지만, 인간이기에 실수도 오류도 없을수 없으므로~
늘 ‘건강한 성찰적 의심과 자기검증,섣부른 확신(오만,만용~)을 경계하며 살아야 하리라~ 생각하게 되네요!

극중, 로렌스 추기경의 기도(설교)가 이 영화의 핵심인 듯 하네요!

“There is one sin which I have come to fear above all others: Certainty. Certainty is the great enemy of unity. Certainty is the deadly enemy of tolerance. Even Christ was not certain at the end. ‘My God, my God, why hast Thou forsaken me?’ he cried out in his agony at the ninth hour on the cross. Our faith is a living thing precisely because it walks hand-in-hand with doubt. If there was only certainty and no doubt, there would be no mystery-and therefore no need for faith. Let us pray that God will grant us a Pope who doubts.”

“수년간 교황청에서 봉사하면서 제가 그 어떤 것보다 두려워하게 된 죄는 확신입니다. 확신은 화합의 가장 큰 적입니다. 확신은 관용의 가장 치명적인 적입니다. 심지어 그리스도조차도 마지막 순간에는 확신하지 못했습니다. 그는 십자가 위에서 아홉 번째 시각에 고통 속에서 ‘엘리 엘리 라마 사박다니(아버지여 어찌하여 저를 버리셨나이까)’라고 외쳤습니다. 우리의 믿음은 의심과 함께 나아가기 때문에 살아있는 것입니다. 만약 확신만 있고 의심이 없다면 신비는 없을 것이고, 따라서 믿음도 필요 없을 것입니다. 하나님께서 우리에게 의심하는 교황을 내려 주시기를 기도합시다.”

[Sean Kim @juniordady]

Really Good Lessons!^^

[Amit @HeyAmit_]

I simplified my 5 years of marketing lessons into minimalistic visuals.

1. Focus on benefits, not features.

[Sean Kim @juniordady]

봄이 봄 답도록~ 너무너무 길었던 겨울같지 않도록^^

[박노해의 걷는 독서 @parknohae]

언제나 옳은 길을
때맞춰 옳은 일을

- 글/사진 박노해

Always take the right path.
Do the right thing at the right time.

- Texts and photos by Park Nohae

[Sean Kim @juniordady]

‘Starlink’ is free for T mobile until July!

[T-Mobile @TMobile]

anyone.​
any wireless carrier.​
if you can see the sky, you're connected. ​

​register for the T-Mobile @Starlink beta: https://t.co/90XIoqttQZ

[T-Mobile @TMobile]

anyone.​
any wireless carrier.​
if you can see the sky, you're connected. ​

​register for the T-Mobile @Starlink beta: https://t.co/90XIoqttQZ

[Sean Kim @juniordady]

Energy will be doubled up by Shanghai Mega Factory, soon!

[Evan @StockMKTNewz]

Tesla's $TSLA annual revenue by category

[Sean Kim @juniordady]

Outlook is hopeful!

[Teslaconomics @Teslaconomics]

5 KEY statements in $TSLA outlook:

1/ "We expect the vehicle business to return to growth in
2025"

2/ "We expect energy storage deployments to grow at least 50% year-over-year in 2025"

3/ "Plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025"

4/ "This should help us fully utilize our current expected maximum capacity of close to three million vehicles, enabling more than 60% growth over 2024 production before investing in new manufacturing lines"

5/ "Our purpose-built Robotaxi product - Cybercab - will continue to pursue a revolutionary “unboxed" manufacturing strategy and is scheduled for volume production starting in 2026."

[Sean Kim @juniordady]

Unsupervised FSD in Tesla Factory^^