Tesla Energy's MASSIVE Potential
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2024-07-25ใซๅ
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ใณใกใณใ (21)
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Mat and Larry are a great combo
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Tesla community is specialโค
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Please, please , please do follow up vids about this topic. We should plan on at least one update video per quarter.
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You are such good people. Thank you so much for sharing. Much love ๐
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Thank you so much for this breakdown!!! Holy smokes. I've been trying to explain this to people but have no idea how to ๐ sending this to everybody
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Construction projects often use a 50% labour & materials, and a 50% performance split. As a customer, I would want the long term performance covered more than your suggested UPS as % of ASP of 30%. This definitely could be 30% though. Great explanation and video. :) Tesla ftw
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Excellent teamwork from these specialists within the Tesla retail investors family. Thank you ๐๐ช๐
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You all just broke my brain. Thanks
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Thank you for this valuable analysis and helpful commentary๐
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Guys, together you are brilliant ๐๐๐
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Many thanks for your great work and explanation of all the details! ๐
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very nice analysis
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great analysis, thank you
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Good work! Again.
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Decided to watch bc of how Mattโs impersonation of Elon made me laugh so hard.
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WOW, Thanks!
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The 10Q and 10K each give some notes on the amount of โdeferredโ revenue for both the Automotive and the Energy Generation and Storage. I saw a note alluding to up to 25 years to recognize. Is this the UPO?
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How solid is the moat around energy storage? Superficially, it seems fairly simple and open to competition that could reduce the margins significantly. What is missing from this simple view?
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Great discussion, thank you Do we know for certain that the value of these UPOs has not already been received in cash and added to deferred revenue in the balance sheet? If so, whoopee! Future profit and cash benefits. If they are in deferred revenue then future profits will benefit, but not cash.
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My future stock value loves how few views this has (few are aware) ๐๐
