Update: this morning Elon tweeted a series of tweets to explain why he cut off the two analysts, his basic point being, “The 2 questioners I ignored on the Q1 call are sell-side analysts who represent a short seller thesis, not investors. The reason the Bernstein question about CapEx was boneheaded was that it had already been answered in the headline of the Q1 newsletter he received beforehand, along with details in the body of the letter. Reason RBC question about Model 3 demand is absurd is that Tesla has roughly half a million reservations, despite no advertising & no cars in showrooms. Even after reaching 5k/week production, it would take 2 years just to satisfy existing demand even if new sales dropped to 0.”
Last night I was able to attend the Tesla Semi event at Tesla’s Design Studio in Hawthorne. As usual, gobs of Tesla enthusiasts cheered and were blown away by what Elon and his team shared about the Tesla Semi and the unexpected new Tesla Roadster.