John Österlund @johnosterlund

@dannycheng2022 I don't criticize your your approach but your Patreon setup was not for me (stayed for at least 6 months), too much spamming and not very much structure in the posts.

3 0 1 56 0

View Details

John Österlund @johnosterlund

2 years ago

@Micro2Macr0 Very worth it

1 0 0 29 0

View Details

Danny Marques | Investing Informant @Invst_Informant

3 years ago

Tesla $TSLA earnings today! Investors have failed to appreciate what this company really is, so I've decided to share what makes this company so compelling for those that do not yet understand👇📕 1. Tesla's strategic advantage in the automotive industry has NOTHING to do with EVs, but its approach to technology and operations. What does this mean? Tesla controls its ENTIRE tech stack from hardware, software, battery technology, to data analytics. This contrasts sharply with traditional automakers, that have often relied on 3rd party vendors for key car components and software solutions. OEMs frequently outsource various aspects of vehicle production: powertrain technology, infotainment systems, telematics, etc. This reliance on 3rd party vendors often leads to fragmented systems that lack seamless integration and a dependence on external suppliers can slow down the pace of innovation, as changes must be coordinated across multiple stakeholders, each with their own priorities and timelines. 2. From the beginning, Tesla has had a fundamentally different approach. By owning its entire value chain, the company has the agility to innovate rapidly + scale production at a record pace. Example: Tesla's in-house software development allows for over-the-air updates that can improve vehicle performance, add new features, or fix bugs, essentially making the car a 'living' product that evolves over time. This is virtually UNHEARD of in traditional automotive circles like Ford, BMW, GM, where even minor software changes often require a trip to the dealership. Tesla integrated its tech stack end to end to enable a more robust data analytics framework. By doing this, they can collect VAST amounts of data from their fleet, which it uses to improve its self-driving algorithms, optimize battery life, and even predict maintenance needs. This data-driven approach is deeply ingrained in their operations and would be far more challenging to implement if key technologies were outsourced. Let's briefly touch on #AI as it's imperative to this growth story. Tesla is the only company (imo) that possesses and has tangible use-cases for widespread application of AI-powered products and an insane TAM (e.g., FSD, microchip design w/Dojo, robotics w/Optimus). As @ChrisCamillo put it "The future of labor is being reshaped before our eyes" and Tesla is poised to be a part of that, with a huge leap in the way they already integrate AI into their business. When we hear about the “productivity” gains generated by AI, in the short term, that is a translation that companies will be able to do “more with less”. This directly translates into stronger demand for such products and free cash flow for the companies that are 1) producing this technology and 2) experiencing it. Tesla's FSD V12 for example, is AI-driven technology that mimics human brain function and relies solely on cameras and neural nets. No Code. No Heuristics. Optimus has a potential to fill the labor shortage gap in manufacturing, in the millions....but I digress. How does its current competition, traditional auto manufacturers, solve for this or even compete? They LITERALLY can't (from both a price standpoint & everything else lol). They can't even build a profitable EV car. Tesla remains the dominant player in the US market. In 2022, Tesla accounted for +60% of all fully electric cars sold in the US as a result of their wide range of models, competitive prices, and extensive charging network. In 3Q23 3. Traditional automakers face an existential challenge: adapt or risk obsolescence. And for those that are trying to adapt it's not merely about integrating new technologies but about a fundamental cultural shift that needs to permeate these old legacy businesses. Traditional automakers have long operated in a culture of incrementalism, focusing on marginal improvements in existing technologies. This approach has been reinforced by a complex web of supplier relationships, legacy systems, and a risk-averse mindset. While this model was successful in the past, it is increasingly untenable in an era where rapid, disruptive innovation is the norm. This reminds me of what's happening to TradFi institutions. The introduction of fintech / web3 / deFi / tokenization / #Bitcoin is disrupting the traditional finance business model that's historically been slow to adapt to new innovation. 4. Tesla's success is not just a result of superior technology but of a culture that ENCOURAGES radical innovation. This is where it has to come from and what @elonmusk established Day 1. From its flat organizational structure to its willingness to challenge industry norms (e.g., direct-to-consumer sales, ZERO advertising, over-the-air updates, self-driving tech), Tesla's culture is fundamentally geared towards rapid iteration and disruption. If I was a CEO and had to take a piece of the playbook that has led to Tesla's success this is what I'd do 👇 Traditional automakers (and other slow to adapt industries) often suffer from bureaucratic inertia. Decisions are made at the top and trickle down, which slow the pace of innovation. A shift towards a more decentralized decision-making process can empower employees to act quickly and innovate. 1. A culture that punishes failure stifles innovation. Cultivate an environment where calculated risks are encouraged, and failures are seen as learning opportunities. 2. Adopt an agile methodology that can facilitate rapid iteration, allowing your business to adapt to changing technologies and consumer demands more efficiently. 3. While many businesses have (like automakers) have sizable R&D budgets, the focus often remains on incremental improvements. A reallocation of resources towards more disruptive technologies is imperative. 4. Given the pace of change in today's age, no company can innovate in a vacuum. Forming strategic partnerships with tech companies, startups, and even competitors can accelerate innovation. Doing none of those things will make you 1) go extinct in the next 5-10 years and 2) lose investors alot of money Other observations that I think are worth mentioning: 1) Institutional ownership of Tesla is LOW (sub 60%) compared to the other MEGA caps $MSFT $AAPL $GOOGL $AMZN $META $NVDA. 2) While other companies are more focused on experimental AI, #Tesla already has REAL WORLD AI applications, with FSD (its self-driving technology), AI in its manufacturing facilities, energy storage, etc. It's growth levers (e.g., data from its fleet + network effects) are SO underappreciated by the market. There will come a time where this dissonance is eliminated. Stay the course my friends and be in disruption early, be where the puck is going. Please like/retweet if you found this insightful The 🐐that everyone should follow 👇: @fundstrat @Micro2Macr0 @investanswers @ray4tesla @ICannot_Enough @SawyerMerritt @davelee @hikingskiing @TheSonOfWalkley

73 206 824 471K 410

View Details

Roland Pircher @piloly

3 years ago

Finland reported 668 @Tesla sales and 11.8% market share for December. 🇫🇮 • Tesla 6th best-selling brand • Model Y second best-selling car • 68% Model Y and 32% Model 3 • 4th best month ever with +55% vs. last month • 4th best third month of the quarter ever and -44% over the previous one • Best December ever • Best Q4 ever and -34% quarter-over-quarter • Year-to-date is 363% or 44/12 of last year's total