Thoughts on $TSLA conference call tomorrow: Highly unlikely that management will discuss the $25K-$30K compact in detail on tomorrow’s call as it would just Osborne Model 3 sales in 4Q. Mgmt has been clear that earnings calls are not the appropriate place to discuss new product launches.
There is likely to be at least one question on the detail missing from the robotaxi event: Specifically, how does TSLA go from 300 miles per disengagement today to the 17,000 miles per disengagement likely needed by regulators to approve a robotaxi deployment license? Mgmt can’t just assert that because of fleet size, data, and compute it will happen. There needs to be some support for the claim.
There is also likely to be a question on Cybertruck profitability - how much did Tesla lose in 3Q on its 13,500 or so CT deliveries, and does it still target year-end for breakeven?
Finally on gross margins overall, when will gross margins ex-reg credits bottom and what needs to happen for some or all of the zero % financing deals to come off?
I also bet someone will ask how Tesla will likely fair on EV policy under Trump vs Harris?
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