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Troy Teslike
@TroyTeslike
Tesla Delivery Estimates: Data-driven & free. Early access on Patreon.
UK
patreon.com/teslike/posts
Joined June 2018
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  • user avatar
    Troy Teslike
    @TroyTeslike
    Oct 12, 2024
    It seems some people are still confused about how autonomous the Optimus bots were at the Tesla event. This clip is from another video Tesla released a while ago. It shows how the bots are controlled remotely using a haptic suit, kind of like puppets. Also, during the event, the
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    7.1M
  • user avatar
    Troy Teslike
    @TroyTeslike
    Jul 2, 2022
    Hi everybody. Tesla has just reported 254,695 deliveries in Q2. Congrats to the Tesla team for a respectable score despite Covid shutdowns in China. Both my production and delivery estimates were off by less than 1%. I'm happy with that.
  • user avatar
    Troy Teslike
    @TroyTeslike
    Jan 2, 2022
    Tesla blew away Wall Street expectations with 308,600 deliveries. Wow! It's amazing. Because the number is so high, my error rate exceeded 3% but I'm happy with the results. Congrats Tesla team.
  • user avatar
    Troy Teslike
    @TroyTeslike
    May 18, 2022
    Replying to @elonmusk
    Elon let's focus on 4680 cell production and getting Giga Berlin and Texas up to speed quickly. Less drama would be great.
  • user avatar
    Troy Teslike
    @TroyTeslike
    Jan 13, 2023
    Wow, Tesla just announced massive price drops in the US across the board. Model Y LR is now $13,000 cheaper before the tax credit and $20,500 cheaper including the tax credit. In case you are wondering if this affects my delivery estimate for Q1, yes, yes it does.
    777K
  • user avatar
    Troy Teslike
    @TroyTeslike
    Oct 23, 2024
    Tesla's cost reduction in Q3 2024 was huge. To put it in perspective, here's a chart that shows the blended worldwide cost per Model 3/Y.
    407K
  • user avatar
    Troy Teslike
    @TroyTeslike
    Dec 18, 2022
    I voted yes. Elon is a visionary engineer. I hope he refocuses on Tesla & SpaceX. The Twitter distraction has been a nightmare.
    user avatar
    Elon Musk
    X
    @elonmusk
    Dec 18, 2022
    Should I step down as head of Twitter? I will abide by the results of this poll.
    308K
  • user avatar
    Troy Teslike
    @TroyTeslike
    Sep 2, 2022
    The Tesla China team is expected to deliver more than 100K cars this month (September). This will be a new record. The highest month last year was 71K in December. The highest month so far this year was 78K in June.
  • user avatar
    Troy Teslike
    @TroyTeslike
    Apr 2, 2022
    Wow, Tesla has just reported 310,048 deliveries in Q1 which is a new record. Congrats to the Tesla team. My delivery estimate was off by -0.3% which was a new record low for me too. I'm happy with that.
  • user avatar
    Troy Teslike
    @TroyTeslike
    Jan 6, 2023
    Tesla has just dropped its prices in China. The Model 3 Standard Range RWD now starts at ¥229,900. It was ¥265,900 from 24 Oct 2022 until now. 230K Yuan is about the same as the BYD Seal Standard Range RWD. I love this. The price war is on. Tesla is going all out.
    345K
  • user avatar
    Troy Teslike
    @TroyTeslike
    Jul 19, 2022
    Most people expect a drop in Tesla's gross margin in Q2 but I'm calculating an increase. Tomorrow will be interesting. Non-GAAP EPS: • My estimate: $2.18 • Consensus: $1.77 Automotive Gross Margin Excl Reg Credits: (was 30.0% in Q1) • My estimate: 31.1% • Consensus: 26.2%
  • user avatar
    Troy Teslike
    @TroyTeslike
    Mar 2, 2023
    Here is an idea for future @Tesla presentations: 1. Design a new product 2. Start producing it 3. Host a reveal event 4. Accept orders for immediate delivery
    152K
  • user avatar
    Troy Teslike
    @TroyTeslike
    Apr 2, 2021
    Congrats to Tesla for a mind-blowing quarter with 184,800 deliveries. My estimate was very wrong this time. There was a big error somewhere. It might have been related to MIC Model Y. I'm happy that I was completely wrong and Tesla far exceeded expectations.
  • user avatar
    Troy Teslike
    @TroyTeslike
    Jan 1, 2023
    Hi everybody. Here is my final Tesla delivery estimate for Q4 2022: • My estimate: 423,000 • Analyst consensus: 417,957
    369K