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My reading of the sentence "In the next ~12 months, Tesla will be delivering vehicles at a 2.5M annual rate" is "some time in 2023 Tesla will hit 500K vehicles per quarter." That makes some wild and unknowable assumptions (raw materials, supply side logistics, any forestalled production...

would have been cheaper than Twitter (and better received)

The difference between Shanghai and Nevada and Germany illustrates how labor laws, environmental laws, regulators, licensing, all the bureaucracy weighs heavily on the time line. Maybe Giga NY is the example to inform expectations for Austin. Investors are worried that Tesla will lose momentum...

Four years is just marketing hyperbole. Who knows? Tesla is on the rev-limiter at 900K and while there's little doubt Texas will ramp up, Ford is capable of building a million vehicles as a matter of regular business. What Tesla gets built in China and Germany goes to China and Europe. Tesla...

$172 was the all-time high after the IPO FOMO Stock was up from $36 overnight to $38 and was $40 pre-earnings. In other words: flat. Anyone asking "how low?" … seems like $36 is "how low" and we'll see how they go by end of '23 when competitors ramp up.

My post was in response to someone say they could know that Tesla was buying a company for its brains and not for the usual acquisition purposes – you're supporting my point that acquiring Grohmann thwarts competitors.

you've got a reading comprehension problem

You could only know "why" Tesla makes an acquisition if you were on the board and even then, you'e not hearing the voices between Musk's ears … : ) I stated the business purposes of M&A and in these cases, it was all about the patents and IP. Tesla later sold off the bones of Maxwell while...

Well, maybe the lightest brick. : ) Fossilized brick most likely to float?

I just explained each of these points, you've not rebutted one sentence and you've not brought a single counterpoint, just "I don't agree." This just doesn't seem to be a topic of interest to you. If you are interested, do a little reading on topics like M&A, asset valuation, and the raw...

This has three negatives: Dealers don't have EV technicians. Dealers don't have short-term profit-motive to sell EV over ICE. Dealers don't know how to sell EVs. Dealers definitely have problems selling and servicing EVs, but that problem is becoming historical and there's the compelling...

There's a couple of good reasons (if this acquisition of MB by Tesla is even possible … is MB for sale, would regulators allow it?) but it doesn't sound like something Musk would do. It does sound like something an executive team would do for asset valuation and strategy: global dealer network...