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by McLaren_Ferrari 1525 days ago
> important product

Sure in Bel Air is really important to own a Tesla, just like (if not more) than the car brands mentioned in my handle...

> substantial real revenues

How much of that is credits?

> growing at a remarkable rate

A company incorporated 20 years ago growing at a remarkable rate either implies incompetence in its administration up to now, or a dishonest scheme put in place to artificially simulate "a remarkable rate of growth" right now.

Companies with similar access to talent and capital simply came to dominate their industry in the same timeframe (Amazon, Google, Microsoft, Apple, Salesforce, Intel, HP...)

Globally speaking what % of cars sold are Teslas? 1 or 2 % ? Tesla and Musk dominate the newscycle of the financial press, the tabloids and the blogsphere but out there, in the real world they are essentially nonexistent. It seems like the dictionary definition of an influencer to me.

2 comments

Lol, the regulatory credit thing again. Here are the Q1 numbers [0]:

- Total revenue: $18,756M

- Gross profit: $5,460M

- Total regulatory credits: $679M

So to answer your question, about 4% of their revenue is credits. It’s been tiny compared to automotive revenue for at least a year. So we can stop perpetuating that little myth.

0: https://tesla-cdn.thron.com/static/IOSHZZ_TSLA_Q1_2022_Updat...

Tesla is shipping 1.2m cars / year and just finished two ginormous state of the art factories in Giga Berlin and Austin, that will end up doubling that. There is so much demand for these autos, outside of Bel Air, that it currently takes 8 months for a Model Y order today to arrive, even though the current factories are producing full capacity. Why are you so hung up about credits from last year?