Battery Day Tesla 100 Up? 2020 (a209)

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Battery Day Tesla 100 Up is our show focus today. With the hype Elon has given to the day, it suggests that Tesla's future will change a great deal. The introduction process developed by Steve Jobs of Apple gives the company a chance to showcase to the world its newest developments. Apple learned a lot over the years about best process to use to get a good outcome for these events. The exploding window shows Tesla has a way to go to get Apple's process down. Apple has made production changes to when it delivers new products to get to a winning situation.

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Books
Taleb "The Black Swan"
Peter Lynch "One Up on Wall street"
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So some of the new batteries may already be in the S and X. Short sellers noticed that Japan shipped battery materials dropped by half this quarter to the US, but material is the same for China. Green on twitter notified there are some new battery IDs and drive trains embedded in the newest software not yet released. So all signs point to new drive train and batteries either already in production or ordered soon. I believe the last time they introduced a range increase and retroactivated via software for all the cars that got them a month before. They have found this to prevent osbourning and pissed off customers.

Singuy
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Greg I like your different perspective. You seem to have original content not influenced by other YouTube’ers. Keep up the good work.

dreamhonda
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You were spot on in predicting a crash a few days after split. This time I'll listen to you with 3 ears.

abadplanner
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Urologist blood flow analysis is great! Thank You

textradercute
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Thx for the love tip, will think about this, hejdå from sweden

timo
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Invaluable insight Greg. You know your stuff. Listening to you helped me time my option sale and avoid the huge crash that followed the split. I owe you big.

tigrana
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I think the delivery lag effect on the SP, is why battery day was delayed.
Looks like Tesla Kato Road battery facility is close to completion.

grahambrown
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Very interesting thoughts Greg.
Best wishes to you sir!

bschindler
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It’s be great if you do an episode on how Elon’s benchmark vested stock is going to present on its Q3 earnings balance sheet. I think it warrants further analysis.

metamental
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I believe the batteries are already in my model Y. I purchased it in July.

johnjay
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In keeping with the shows theme you might say "don't eat or eat light before love-making to decrease your 0 to 60 time and extend your range".

zencone
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Hi... Your show is impressive and love your professional voice.

Afeter stock-split i didn't expect TESLA go for $5B borrowing route. Its a big surprise for me.
I am the first time investor and my first stock is TESLA

My 'unknown' scenario

Now battery day is on Sep 22nd. Post battery day what kind of un-expected announcement to be done by TESLA which leads to $$$$ down !!!!
Ex: Like stock dilute scenario for that $5B(those 10 institute bought this)
::::
:::: Keep Rocking & Well-done

aantony
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Hi good morning thank you that was good analysis you touch lot off interesting

xoogsade
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Nice Greg,
Slide after event would be normal. Agreed.
But, I suspect news this event will surprise AND be understood. If so, price should shoot up Wednesday. It seems like people understand something big is about to be announced

rosstessien
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Great update, Greg.
Battery Day has been delayed for month due to the illness.
But here is the thing, Elon wanted it to happen with real visitors. Not only with a boring stream.
This is important for project Roadrunner and showing the factory to those visitors. Real substance.

Since then Lucid added obvious pressure on Tesla with their Air presentation.
Teasing a Lucid Air with three motors. A open challenge to the Tesla Plaid Tech.

And we got one important hint from Elon.
That Battery Day will be VERY insane.

If he plays his cards right, the stock should be easily up over 100 on Wednesday.
You mentioned the Apple / Jobs tactic from back then.

Tesla could do this move:
Look, you already heard of it.
1. The improved Model 3 from Giga Shanghai.
2. Our new Model S Plaid

Both will be available worldwide in 30 days.
We're taking orders for those starting TODAY.

Furthermore, there is a high possibility for a "But There Is One More Thing" moment.

ShaolinofthChamber
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12:20  You do realize that the Maxwell acquisition included manufacturing facilities in San Diego, Arizona, China, South Korea,  some of which were being expanded before and during the acquisition
time frame (mid 2018 [collaboration talks] to mid 2019 [consumation]). My guess is the new Tesla cell inventory and the lines making them are sitting in Maxwell factories, not in Fremont or Nevada.  Most likely, the lines making Maxwell's "L-Cap" (which Maxwell no longer sells) were converted to new Tesla cell production and new lines were added.  The L-Cap is the predecessor of the new cell.  Prediction:  the new Tesla cells are in fact hybrid lithium capacitors, an ultra-cap/lithium battery combo that has truly "insane" capabilities.

allenyoungwood
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What is the numbering convention in the title of the video? (a209)

conorkerin
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I am surprised tesla stock is not at $500+ already. I think Monday + Tuesday will both be green days.

MonkeyDLucy
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yes i hope they are already in production of these new batteries

roger_is_red
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Its possible they could already have all the production they need in the Nevada Gigafactory going right now for the new battery's and packs.

sybo