Tesla's new tabless 'Roadrunner' in-house cell with 1 million mile / 4000 charge cycle capacity will be the final solution to permanently shift cost economics from petrol cars to EVs. 'Battery Day' may go down as one of the most seminal moments in automotive & industrial history.
If this new cell is made available to only Model S/X, I think they might actually reclaim the value proposition versus 3/Y as it would end up costing less over a 30-yr macrocycle because of its 100-200% greater battery longevity.
It would also be insane to buy any gas car priced above $35k, as it'll bear (-) NPV after considering petrol costs, maint, depreciation, and the fact that you'd burn through 3-4 gas cars during the useful lifespan of a single Roadrunner-powered Tesla Model S.

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More from @freshjiva

6 Jun
Thread: @AndrewYang was right. We need a #UBI and universal healthcare coverage.

The civic unrest we're witnessing is a symptom of serious underlying economic problems. Race relations are merely a trigger, but in my view, it's an ever widening wealth gap.

I have 2 proposals:
1. Implement a #UBI of $1000/mo for all US citizens & PR holders >= age 18, and index it to total federal tax revenue, which has grown 4.92%/yr since 1980.

As tax rev grows, so does the UBI, with a high watermark, so if tax revenue falls (recessions, etc), UBI remains steady.
This guarantees everyone gets an equal equity stake in the US economy AND grows as the US economy (and thus tax revenue) expands.

Notice how tax revenues grow regardless of political party in charge of the White House/Congress. This approach is thus immune to politics.
Read 15 tweets
28 Dec 19
TESLA CHARTS: 2013 - Present.

All numbers arranged in TTM annual bars. For example, 2019 refers to 4Q18-3Q19, 2018 = 4Q17-3Q18, etc.

Revenue:
45.2% annualized (least squares) with a 99.2% r-squared on the exponential regression curve.
Gross Profit:
36.8% annualized (least squares) with a 99.2% r-squared on the exponential regression curve.
EBITDA:
72.2% annualized (least squares) with a 93.4% r-squared on the exponential regression curve.
Read 6 tweets

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