Elon on the cc: "We're not showing all of our cards." and "there are a lot of things you don't know about".

Wow! Let the speculation begin! BTW the latter comment was regarding capex and he said "it seems higher because there a lot of things you don't know about".

That caught my attention too--they were much more cagey this call. I also noticed $100M bump to R&D. What I would love is that they are accelerating the Model 3 and the current dates are just a smoke screen.


One of my guesses: a Tesla pickup. The MX could be the basis for the "platform". Elon has often talked about how an EV could make a great pickup. I've often hoped that Tesla was working on a lot more than we knew about and now we know they are.

Sorry for my ignorance, but WTH is a CC ? Somehow I don't think the OP meant cubic centimeters. TYVM

I think cc means conference call

@hcwhy: "Conference Call", I believe.

Thanks. I think that's it.

The other big ticket item I can see eating capex/opex/R&D is developing the self-driving technology.


I hope they are really not tossing resources at self driving technology. Ever seen the Google car? Stylish. Not.

Is a self driving car really on anyone's "must have" list?

What we could use is adaptive cruise, emergency braking, and lane departure/obstacle warning.


Yes, autopilot (or any variation) is on my "must have" list.

A Tesla that can drive me while I sleep goes on my bucket list.

Yes cc is conference call.


Elon said that he expected the car to drive you from onramp to offramp in the next year.

Think of how many more vehicles could be using the same space if they were all computer operated. Lanes could be narrower and there could be tighter separation between the vehicles. It could even eliminate the traffic jam.

All us Marlboro men wouldn't stand for it. Give me liberty or don't tread on me, is my motto.

Before this thread is further derailed, I don't see the self-driving car replacing the driving experience but I do see it providing some practical solutions such as giving mobility to disabled people who currently have to rely on others in order to get around.

I think the early idea of cars being able to pack onto a highway two feet from each other at high speed is a nightmarish fantasy someone had. I would be far too busy screaming and pounding the brake in that situation.

@johncrab...I agree with you...I love driving and would miss it. But maybe these are the good old days....hope not.

Hmmm. We pay about $100k for the Tesla because we love to drive. And then they change it so we don't get to drive it any more. I really hope this is one feature with an off button.

@P.Mac . . . Perfect comment. I do not want to pay $100k to not drive.

You guys are ignoring those poor folks who have big commutes every day. Anyone who's ever driven in a traffic jam would rather let the car drive them to work and allow them to read/watch movie/etc.

Plus, imagine not having to worry about that extra glass of wine at dinner. Although first gen auto pilot drunk driving would still be illegal, eventually auto pilot becomes so dependable that drunk occupants would be legal.

So I am glad Tesla is spending resources on autopilot. In fact, Elon is personally leading the engineering team developing it.

If it can drop me off at restaurant and go park itself then I will use it.

It won't happen tomorrow...and hopefully when it does, it'll have an off switch like P.Mac suggests.

I am not a huge fan of the self driving thing either, but I think they are working on some killer feature--an extra $100M this year is a chunk of change--cannot think of what else if might be related to.


@JZ13: I don't think Elon is leading a development team on autopilot: Think Mobileye: They have the technology, at $150/vehicles according to their "roadshow". Why invest valuable TM resources: money and engineers when you can buy it for $150/vehicle?

If it can tell other ICE drivers to go fark themselves then I'll use it.

Especially when they are blocking super charger spots...

Any link to Conference Call? topic "Q2 earnings report" presently at the bottom of page 1 of topics.

correction "Q2 earnings call webcast"

"This... FULLY OPERATIONAL... GIGAFACTORY!!!" -- Emperor Elon Musk

You don't know the POWER of Tesla Motors.

I hope their R&D is secretly experimenting with high energy density but non-rechargable battery chemistries like Aluminum-air which could be easily hot swapped at superchargers. This would not be the main battery but just a range extender for longer trips. There's a thread about it here,

"...and St. Elon raised the hand grenade on high saying, Bless O Lord this thine Holy Hand Grenade that with it thou might blowest thine enemies to tiny bits, in thy mercy. And the Lord did grin..."

The US Postal Fleet is getting very old and spends a billion plus a year in gas with the longest mail route less than 200 milles - seems like an esay way for Tesla to sell 400,000 plus vehicles at a high premium as gas savings along justify the purchase.

Not sexy but good for Tesla which is good for us.

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