Q3 Delivery/Production Report + Preceding Q&A (10.02.21)

1

Introduction

00:00 • 2min

2

Q Q Two From Fremont, We've Got a Hundred Five Thousand 800.

02:08 • 3min

3

A. Good News, Bad News, Still Well Ahead of Expectations

04:54 • 4min

4

Q Four

08:49 • 3min

5

Then, I Think We're Still Pretty Conservative Here, I Think It's Still a Fair Place to Leave It for Now.

11:43 • 3min

6

What Do You Think of the Forecasts?

14:17 • 2min

7

I'm Super Excited With C Three Earnings

15:53 • 2min

8

A K Three, Q Three, and Q Four, Taso Deliveries Up 73 % Year Over Year

17:28 • 3min

9

Tessila's Supply Chain and Logistics Challenges

20:28 • 2min

10

A and Ye WLL Se Us Soon.

22:43 • 4min

11

I'm a Little Bit Apprehensive, but I'd Like to See the Numbers Come In.

27:05 • 2min

12

A, I'm Just Expecting Inventory to Build Up.

29:08 • 3min

13

Lucid, Rivian, Eric, Henning, Thanks for the Sticker.

31:51 • 2min

14

Tessa's Global Vehicle Inventory, Days of Supply

34:16 • 2min

15

The Impact of Dealership Models on Vehicle Sales

36:29 • 2min

16

Are You Familiar With Elan's Dead Lines?

38:49 • 1min

17

Is Elon's Expiration a Good Idea?

40:03 • 4min

18

Is Tess Knocking in a Hundred X From Here?

43:37 • 4min

19

Predicting the Stock Market, You Know?

47:18 • 2min

20

How Many People Were in Here?

49:22 • 2min

21

The Stock Market Is Open, I'm Not Seeing Anything on Twitter Yet.

51:27 • 2min

22

Is 80 Bl Is 80 Billion Valuation?

53:33 • 3min

23

Are You Interested in Cryptocurrency?

56:54 • 5min

24

Spread Sheets

01:02:22 • 4min

25

Is It a Good Time to Be in Q Four?

01:05:59 • 4min

26

TESSA Production Could Come in at 230 Thousand in a Month, Right?

01:09:46 • 2min

27

Is There Any Down Time in October?

01:11:25 • 2min

28

The R1 Trock Killer

01:13:05 • 4min

29

A - I'm Ok With the Wide Release, Right?

01:16:41 • 3min

30

A, Ye, I'm Less Interested in Units Sold, Most Interested in Gross Margin Per Unit.

01:19:37 • 4min

31

Is There an Expansion of Giga Nevada?

01:23:19 • 5min

32

Will You Offer Shares in Your Future Ventures?

01:27:56 • 3min

33

I'll Keep an Eye on on the Stream Lab

01:31:17 • 3min