Tesla’s SaaS revenue model, vertical battery production, Model Y and the Cybertruck

00:00:44 What’s you’re analysis on Tesla’s Q3 earnings call? 00:04:52 What are your thoughts about Tesla’s unrecognized $500m of revenue of Full Self Driving and what that means for revenue post vehicle purchase? 00:12:11 Will Tesla license out their battery technology? 00:21:04 Has Elon assigned a timeline to producing 1+ TWh of battery cells? 00:26:33 How will an earlier than initially stated production timeline for Model Y help Tesla’s bottom line? 00:31:53 What’s your best guess as to when we’ll see the first deliveries for Model Y? 00:32:25 Do you think Tesla has a hit on their hands with the Cybertruck? 00:36:05 What’s your best guess for the range of the Cybertruck? 00:38:28 Will Rivian focus more on selling to enterprise customers or stick to consumers and how will Tesla’s Cybertruck impact their sales? 00:45:22 Do you think Elon is downplaying the significants of Model S and X? 00:49:51 Are there any upcoming EVs that you are excited about? 00:54:09 What is your go-to breakfast? 00:54:36 What do you do for fun on the weekends? 00:55:27 What podcasts are you listening to? 00:56:36 What advice would you give to someone looking to start creating their own content? 00:59:42 Besides Elon Musk, if you had one hour to sit down with someone, who would you want to have lunch with? ********** Tesla referral code: http://ts.la/sean510 Become a Patreon supporter: https://www.patreon.com/seanmmitchell Like Tesla: http://www.youtube.com/LikeTesla Now You Know: https://www.youtube.com/nowyouknowchannel Hyperchange: TV https://www.youtube.com/hyperchangetv Teslanomics: https://www.youtube.com/channel/UCbEbf0-PoSuHD0TgMbxomDg Products I use: Canon 80D: https://www.amazon.com/dp/B01H8CWRBM/ref=cm_sw_r_tw_dp_U_x_XHYIBb4RC08QH JOBY GorillaPod 3K Kit. Compact Tripod 3K Stand and Ballhead 3K for Compact Mirrorless Cameras or Devices up to 3K (6.6lbs). Black/Charcoal: https://www.amazon.com/gp/product/B074WC9YKL/ref=oh_aui_detailpage_o06_s01?ie=UTF8&psc=1 Rode VMGO Video Mic GO Lightweight On-Camera Microphone Super-Cardioid: https://www.amazon.com/Rode-VMGO-Lightweight-Microphone-Super-Cardioid/dp/B00GQDORA4/ref=sr_1_3?s=electronics&ie=UTF8&qid=1537461907&sr=1-3&keywords=rode+microphone Michelin X-Ice Xi3 Winter Radial Tire - 245/45R19/XL 102H: http://amzn.to/2DyiHUc iOttie Easy One Touch 4: http://amzn.to/2Bs3SR6 KobraTech Mini Cell Phone Tripod: http://amzn.to/2sJMOH2 #Tesla #ModelS #ElonMusk