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Dave Lee Profile picture
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29 May, 6 tweets, 4 min read
Tesla recently published some patent applications where we can learn some super interesting details about the Cybertruck, Cybertruck camping mode…. and most importantly, the Cybertrailer.

Here’s a thread…
The Cybertruck tonneau cover and tail gate can be opened with press of a button. Also, the tonneau cover will likely have solar panels. These solar panels would likely give 15 miles of range per day (according to @elonmusk on 11/22/19).
Patent application drawings show Cybertruck with 610 mile range. Obviously this is no guarantee, but nevertheless interesting. (Tri-motor Cybertruck is advertised with 500+ mile range on Tesla's website)
Cybertruck camping mode will allow camping stove to be controlled via app (or vehicle), and patent photo looks identical to photo released earlier. Stove and storage fold under a bed in the Cybertruck cab.
Patent applications shows a Tesla Cybertrailer! Similar to the one shown on Tesla’s website. Trailer can auto-attach to the Cybertruck with a press of a button. Complete game-changer for the RV trailers!
I share more details in this video…

Also here are the patent applications.

uspto.report/patent/app/202…

uspto.report/patent/app/202…

uspto.report/patent/app/202…

uspto.report/patent/app/202…

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More from @heydave7

Dave Lee Profile picture
1 May
We’re on the cusp of something big, really big - namely the emergence of AI-powered robots that will be able to do most of what humans do but better.

This is both exciting and concerning.

@elonmusk @tesla
Driving is a real-world Turing Test (credit: @lexfridman), and we’ll see AI+Robot (ie., Robotaxi) show the world it can drive better than humans.

But AI-powered robot cars is just the beginning of what might become the biggest technological revolution in history - the proliferation of physical AI robots that change our world as we know it.
Read 6 tweets
Dave Lee Profile picture
30 Apr
I had a great chat with @summerlinARK about how Tesla is using AI to solve for FSD and why Tesla’s data advantage can become competitive moat.

How Tesla is Using AI to Solve FSD w/ ARK Analyst Will Summerlin Part 1 (Ep. 329)

Autonomous driving is a tough nut to crack because there are so many edge cases and a company needs a tremendous amount of driving data under a wide range of condition to gather enough of those edge cases.

Those edge cases are very hard to acquire and are gold.
Having the best data means Tesla can have the best performing FSD system & that attracts more drivers who generate even more data which in turn improves the system even more.

Data advantages in the 2020s will likely determine which companies have the strongest competitive moats.
Read 5 tweets
Dave Lee Profile picture
5 Apr
1/ Tesla’s surprise Q1 report (185k vehicles delivered) removes much uncertainty many investors had, namely poor Q1 earnings could lead to a depressed stock price that could last multiple quarters.

This is a big opportunity for sentiment to turn positive.
2/ Tesla smashed expectations despite Q1 being seasonally weakest quarter and no refreshed S/X deliveries

Q2 will only get better with Shanghai continuing to ramp Model Y production and Tesla able to deliver refreshed S/X.
3/ Q1’s blowout deliveries also means that Tesla might post record Q1 earnings and profits.

As Tesla increases deliveries EVERY quarter this year, revenue & profit increase every quarter especially because revenue & gross profit will increase much faster than operating expenses.
Read 11 tweets
Dave Lee Profile picture
4 Apr
From March 2014:

"The continuously decreasing battery prices is the key advantage that could open up an opportunity for Tesla to sneak in with the Gen4 in 2022."

teslamotorsclub.com/tmc/threads/ar…
"Gen4 will be the iPhone of the family & compact sedan market. This one will take longer since it might not be released until 2022 & it will take time for costs (ie., battery) to come down and production to ramp. So, by 2035-2040 I can see Tesla taking 50% sales of this market." https://teslamotorsclub.com/tmc/threads/articles-megaposts-b
Funny to look back at these posts and find that @emmetpeppers who went by TSLAOpt on TMC see Tesla's potential back then.

teslamotorsclub.com/tmc/threads/ar…
Read 4 tweets
Dave Lee Profile picture
6 Feb
I interviewed Bruce Norris from @thenorrisgroup who I’ve been following for 15 years and is one of the best in understanding real estate trends and prices in California and Florida.



Here’s why Bruce doesn’t think a real estate crash is coming any time soon.
First, lenders have generally been much more conservative in lending compared to the type of lending that led to the 2008-2011 housing crash. This means less likelihood of default.
Second, interest rates are at historic lows and are attracting new buyers wanting to lock in a fixed housing expense for 30 years.
Read 9 tweets
Dave Lee Profile picture
14 Jan
Technology is enabling winner-takes-most markets in an unprecedented manner.

Here’s a thread on how to take advantage of this as an investor.
Technology and the Internet has created network effects. Add a person to the network and the value of the entire network grows, meaning the network becomes more valuable to every person on the network.
Network effects tend to be bi-directional.

For each new seller on Ebay, value is added to buyers (meaning more selection, lower prices, etc).

And for each new buyer on Ebay, value is added to sellers (meaning larger buyer base, more demand and volume).
Read 9 tweets

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