For serious investors: https://xitter.gq/t.co/upL00vdlz7
London, England
Joined November 2014
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AJ Investment Research retweeted
Tesla Hasn’t Had A Successful New Product Launch Since JB Straubel Stepped Down As CTO
cleantechnica.com/2026/11/07…
Outside the twitter bubble...
So if you don’t remember 4 years ago Elon got Dave Chappelle to bring him up on stage and it was one of the only times Elon has ever been in a public crowd and he got booed for minutes on end until he left xitter.gq/Guruleaks1/status/1602…
AJ Investment Research retweeted
My reporting on Elon’s realization that he should be quieter about his political goals
NY Times reporter @teddyschleifer explains how Elon Musk’s ostentatious midterm spending hurt him and his candidates
Interesting: The point at which Elon started giving his children increasingly bizarre names aligns almost perfectly with the point at which his own behavior became increasingly bizarre.
I hope they do the right thing and get this passed. CCP is probably launching all available bot resources to mount a resistance.
That's an interesting detail: "in about 8 months" means at the end of Q2 2027 or start of Q3 2027. Add 6 months to that, to get new capacity ready, and new Cybercab production comes online from Q1 2028, ie before more Cybercab capacity is not needed. In other words, Tesla's current internal planning does not expect an material acceleration in rollout speed until then.
The Cybertruck order rate far exceeds our production rate. We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.
This is not a case of Cybertruck being unprofitable, as has been misreported by legacy media, but rather that the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production.
Elon is again gaslighting everyone: "profitable" does not mean viable. A car can be gross margin positive and still be an economic disaster for the manufacturer.
Why? Gross margin doesn't capture the full cost of developing, marketing, and supporting the vehicle, nor necessarily the full investment in its production system.
Consider a car generating $3,000 in gross profit per unit, with $3 billion spent on development and the production system, selling just 20,000 units annually.
That's only $60 million in annual gross profit against $3 billion in upfront investment.
At that rate, it would take 50 years just to generate gross profit equivalent to the initial investment, even before additional operating expenses and the cost of capital, assuming no double counting of costs already included in gross profit.
Bottom line: Positive gross margins don't mean profitability, let alone economic viability. Hence, Elon calling it "profitable" is highly misleading. Crazy that Elon fell below the truth level of mainstream media.
The Cybertruck order rate far exceeds our production rate. We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.
This is not a case of Cybertruck being unprofitable, as has been misreported by legacy media, but rather that the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production.
Amid media hysteria over record margin debt, we analyzed 26 years of data to assess actual leverage and market risks.
ajinvestmentresearch.com/the…
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AJ Investment Research retweeted
Tesla had its financially most successful years while in California.
