I hope this video helped you get brighter about Tesla! My website: www.HerbertOng.com See the MOST comprehensive resource for the $TSLA Investor Join this channel or my Patreon to get free access to 15+ modules of TSLA investor resources Join this channel: kzitem.info/rock/4DBLlq1x0AKmip1QJUcbXgjoin Join my Patreon: www.patreon.com/brighterwithherbert Thank you for supporting this channel! I really do appreciate your likes, subscribes and comments. Let's get brighter! Herbert
@Til_Mána
Ай бұрын
I appreciate your efforts and guests. If possible, could you bring back some Tesla bears? Constructive conversations with opposing views are valuable and can be beneficial.
@daloriscutone6380
Ай бұрын
I lost money on LEAPS because I got unlucky with the last market crash timing. I over allocated so it hurt too much. so confused and scared of market right now
@user-ry1tl2gd6e
Ай бұрын
My portfolio cracked $50 million this week Frankly the two biggest problems I see with traders who lose money is 1) they over-allocate or YOLO everything. 2) they treat LEAPS like short dated options plays. The strategies are nothing alike. Honorable mention to #3 - not respecting the break of the trend or your stop loss
@daloriscutone6380
Ай бұрын
Good, are you doing this yourself, whats your cash flow like
@user-ry1tl2gd6e
Ай бұрын
No I'm not, Diana Leayani lara is behind my growth, look her name up or make proper research for one who is suitable with your goals.
@carld3367
Ай бұрын
Saturday morning with Larry. Time to learn something from Prof. Goldberg
@dr-k1667
Ай бұрын
The amount of WORK AND DUE DILIGENCE the guests on this show brings to the TESLA COMMUNITY never ceases to amaze and delight me. Imagine if the well paid analysts did this type of work... Well since they don't we are all the better for it because if they KNEW WHAT WE KNOW the stock wouldn't be affordable for the majority of US! Great work Larry. Thanks for making us BRIGHTER.
@TheCaminoGuide
Ай бұрын
I spent many years in the restaurant business and had to explain to chefs that food cost/margin was not the goal. It was simply a way to measure performance. If you obsess over margins, you are looking at it the wrong way. I used to explain it like this: If you sell a pasta dish for $10 that has a 20% food cost, you have a gross profit of $8. If you sell a steak dinner for $20 at a 40% food cost, you have a gross profit of $12. Both dinners have exactly the same labor cost and exactly the same fixed overhead cost. You put dollars in the bank. You don't put margin percent in the bank. The margin percentage was simply a way to make sure hired staff are operating as efficiently as the menu was designed. So in the case of Tesla, you would much rather sell 200 billion dollars worth of product at 15%, than 100 billion dollars of product at 20%. In the case of Tesla auto, the margin will be higher for lower priced vehicles. You would much rather sell model s plaids at higher dollar profit, but there's only so much market share there, just like there's only so much market share with steak dinners. But you sell them anyways as much as you can because they are far more profitable. When Tesla introduces the lower priced vehicles, they may sell it for $25,000 but the cost of making the vehicle would likely only be $20,000, so the gross margin would be 20% instead of 15%. But it's far more important to discount the car as much as possible to make it more affordable so that customers can afford to buy the much higher margin software products. Apple switched to this model when Tim Cook took over. The device acts as an anchor to keep the customer invested in the ecosystem, much like the printer companies used to do. They would sell the printer at /near cost, knowing you had to buy the ink or toner later. The energy business is a little different. These are not customers buying the mega packs. These are governments. Governments do not scrutinize the cost of products like consumers do. There's some politics involved and some negotiating like Tesla has done in China. There's a lot more you scratch my back I scratch yours going on. But because they are using public money and there's no requirement to get the absolute best price, the mega packs will have a much higher margin. Once it becomes clear this is the best way to stabilize and grow the energy sector, there is virtually unlimited potential here.
@bobwallace9753
Ай бұрын
Short version. If you can't make it on margins, ramp up volume. Tesla has enjoyed high EV margins being early in the game with a desirable product. But now there are several other companies that are able to make very good EVs. That means price competition which leads to lower margins. Tesla can ramp up production in order to support overall profits or Tesla can invest their capital and efforts into other ideas where others can't as easily go.
@charliezeigler06
Ай бұрын
😮
@dyer-ie3pj
Ай бұрын
Considering a young mid income, short term minded person with constant need for cash, are these still worth investing into? I am new to all of these and have incurred so much losses, I am beginning to think I am not doing what is good for me but just following people blindly.
@toni56q
Ай бұрын
It’s precisely at times like these that investors need to be on guard against the next certainty. You don’t have to act on every forecast. I will also suggest investors to get yourselves a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.
@oprahqz5jdq12
Ай бұрын
Alice devion. understanding of market indicators is impressive. She knows exactly when to enter and exit trades for maximum profit. her siignals are top notch.?
@dyer-ie3pj
Ай бұрын
Any info on how i can liaise with her, i'm new at this
@kushnerq12-vs4io
Ай бұрын
Extraordinary is the right word for expert Alice she,s experienced as a trader and so unique..
@billeo77
Ай бұрын
am making 15%-20% every week from my investment. unlike I can say for my IRA which has just been trudging along
@fredhearty1762
Ай бұрын
The amazing fact is the HUGE return on capital investment... One megapactory is a fraction of the capital investment of a gigafactory and is constructed in half the time, yet it produces the profit equivalent.
@RL.777
Ай бұрын
✅✅✅Never stop learning !! Thank you gentlemen !! ✅✅✅
@stevehan8157
Ай бұрын
This is music to my ears. What we need is a grid level energy storage sector stock category so that Wall Street analysts can start thinking along these lines.
@saberianamir
Ай бұрын
Another great video with good title for video. No clickbait. Love it!
@timsiener
Ай бұрын
Turn up the volume
@jamesmcneal1821
Ай бұрын
I love your video. Thank you for the expertise from both of you. I can’t help but be convinced that fsd will have its chat gpt Moment in the eyes of the general populace and then what happens to the perceived value of any Tesla, old or new? What will happen to margins then? I think most viewers including me seeing that moment not too far in the horizon so I don’t understand why investors are Not seeing a massive improvement in the car sector either this year or next. Who is not going to want to be protecting their families to the tune of many, many times safer than the safest cars being sold today? Even if Tesla leased its software to competitors there will be a lag in how fast they need to get it up and running. In the meantime, how much market share will Tesla pick up? Am I missing something here??
@thecrazyandthewild
Ай бұрын
Thank you!
@Literallyandfiguratively
Ай бұрын
I kind of had an idea that energy storage margin is greater than cars when I had money to invest in Tesla . Shorter time horizon to achieve than fsd and robotaxi.
@nickhstd2
Ай бұрын
Isn't the good old Sun a massive Fusion reactor!
@jondoyle7093
Ай бұрын
After this recent energy revenue surprise from Tesla, the competition isn’t asleep not will they allow Tesla to grab the marker.. Since the time and investments to offer a viable product is required, It seems Tesla is ahead again as they foresaw the energy demand and as with the charging network got started a few years ago. But what about the energy storage world wide comoetition? One more mega product coming from a vertically integrated Tesla. Design, manufacturing, software, deployment and zero advertising.
@robertjanusz3136
Ай бұрын
Its not about powering homes for 24 hours, its about disrupting gas peaker plants, peaker plants are dead in 5 years
@thirdnormalform
Ай бұрын
What's Larry's basis for thinking TSLA is over reserving for warrenty costs on megapacks?
@lourdessilva6442
Ай бұрын
Maravilha essa marca es nossa favorita e nosso de consumo de todos já
@philipcopeland3409
Ай бұрын
I keep wondering why there have not been announcements about additional MegaFactories - seems a no brainer.
@crystalclearvlog7256
Ай бұрын
Please answer this question: if Tesla energy is Worth more than car bussiness, how much will the share Price be ?
@joedonahue3746
Ай бұрын
Some equipment seemed to be needed to build the megapacks, which delayed the second phase of the Lathrop Ca. I hope the China facility does not have that issue. Batteries should not be a problem.
@user-rr3uu4fr7x
Ай бұрын
How long do you believe the margins will hold in megapacks? With that much profit seems there will be many competative producers?
@marioxmariox
Ай бұрын
Energy storage is very capital intensive. The factory itself is cheap, but without massive amount of cash, it can't be ramped fast. Also have to consider the cost of developing the AI software that goes with the energy storage
@bobwallace9753
Ай бұрын
Demand is likely to be immense. The world is moving off fossil fuels and storage is the missing link. Until supply starts to meet demand there is no reason for companies to engage in price competition. I have no way to calculate the high margin years left but my guess is several. It's going to take fifteen years or more to replace fossil fuels. That means many years of sales before companies will need to compete on price.
@rooneyx
Ай бұрын
Given that electricity grids are often classified as national security assets, only a few companies will be permitted to supply to Western nations. I doubt they will allow Chinese battery manufacturers to integrate into their power networks, therefore reducing competition in those parts.
@momofighter3211
Ай бұрын
One of the main bottle necks with AI is energy usage. Tesla Energy will be huge!!!!
@caz0663
Ай бұрын
Elon Musk first expressed the idea that Tesla's energy business could be larger than its automotive business in May 2015 during a conference call following Tesla's quarterly results. In October 2019, Musk predicted that Tesla's energy business could eventually be the same size as or even bigger than its automotive division. Now in 2024, Wall Street analysts (some) are just beginning to realize that Musk wasn’t just pontificating but actually planning, investing resources, and doing the work to make it happen. For those who have been paying attention, Tesla has been investing its automotive profits into its energy businesses AND its compute capabilities. Tesla’s mission is not to build the largest or most profitable automotive company… it’s to move the world to sustainable energy ASAP.
@jjamespacbell
Ай бұрын
Larry: When Tesla first deployed the "Big Battery" in Australia it was reported that the ROI was around 2 to 3 years, is the current reported ROI by customers on MegaPacks still 2 or 3 Years?
@marioxmariox
Ай бұрын
Australia was somewhat of a special case. The ROI is faster then there is huge spikes in energy prices. The ROI in areas with more stable energy prices is longer. Tesla autobidder software that Tesla sells with them megapack buys energy when it is lower, then sell it when prices are higher. Energy company make more money, and Tesla takes a small cut of the profits.
@johnholland1308
Ай бұрын
Are there any there manufacturers competing with Tesla such as ABB?
@johnholland1308
Ай бұрын
@BrighterwithHerbert2 I assume you mean zero. That good because I am heavily vested in Tesla.
@sb5580
Ай бұрын
yeah, but how fast can you drive a megapack. They look kind of boxy. There's no color selection.
@sdpryce
Ай бұрын
Also the panel gaps on those megapacks are awful. I will stick with coal, no panel gaps, or at least the smoke hides them 😊
@sb5580
Ай бұрын
@@sdpryce 10:00 be sure to buy yours at costco not walmart
@carminedauria-gupta2561
Ай бұрын
What happened to giga Nevada expansion
@daneomegan
Ай бұрын
So what is Tesla's Moat in this area?....... I'll wait
@ernielauterio4055
Ай бұрын
When is it going to start reflecting in the stock price, talk talk talk
@bobwallace9753
Ай бұрын
Over time.
@myutyoube
Ай бұрын
....when the majority of institutional investors, finally understand what TESLA is doing. Most of them are pretty stupid, so it will take time.
@bobwallace9753
Ай бұрын
@@myutyoube No stupie. They just play the game differently. They're more conservative, more cautious than many retail investors who are willing to accept more risk and look at a longer timeline.
@petefraser3013
Ай бұрын
Surely BYD and CATL have a massive advantage as they build the batteries that go in these megapacks? Obviously there is a huge addressable market.
@bobwallace9753
Ай бұрын
Probably some margin advantage. But Tesla has the 'first mover' advantage which should let them capture as much of the market as they can reasonably supply. This is a massive, massive market and it's likely to be many years before supply reaches a level that creates price competition. This is the world getting off fossil fuels, storage was the missing piece.
@thomasgerber1472
Ай бұрын
@@bobwallace9753 tesla is not a first mover, they are a minor player who doesnt even produce their own battery cells.
@bobwallace9753
Ай бұрын
@@thomasgerber1472 Fine. Educate me. Tell me who was producing and installing very large battery storage systems before Tesla delivered the Hornsdale Battery. And list the utility scale storage companies that are larger than Tesla.
@sdpryce
Ай бұрын
@thomasgerber1472 lol check the facts. These Megapacks don't build themselves from cells. Also Tesla are making millions of their own cells and scaling up every week.
@thomasgerber1472
Ай бұрын
@@bobwallace9753 Google is your friend
@joedonahue3746
Ай бұрын
As more players enter, a 30% market share seems likely going forward. There are many companies in China and several other big players today, and batteries become more available. I am thinking a 15-20% market share past 2028.
@rhettoracle9679
Ай бұрын
Tesla's energy management software will allow energy arbitrage revenues long term and increases years after the sale of megapacks supplementing the grid. I bought Tesla stock for this, not vehicle revenue. And potential of Optimus. Cheers from New Orleans
@stevenvanheyningen6403
Ай бұрын
If it's so easy and so profitable, why do we only have 1 and half MP factories, currently???
@user-fk2xc6zq9d
Ай бұрын
Batteries constraint. But its less and less the case
@Stockmonger4u
Ай бұрын
You guys are missing on critical point about EV adoption in 2030. Most people like to drive, enjoy car ownership. Robotaxi’s will not make car lovers not buy new EV’s, it’s a convenience service that will affect more the taxi and ride share industry than anything else. Americans love cars and that ain’t changing.
@19valleydan
Ай бұрын
Directionally Musk is probably right, but give it one or two generations, not one or two years. For those making primarily an economic calculation, or who like tech, Ev's make sense. For those who like car culture, the ICE world, with all its emotional ties to the past, will probably still have a pull.
@fredbloggs5902
Ай бұрын
Hilarious projection. Most people hate the hassle of driving and car ownership.
@bobwallace9753
Ай бұрын
@@fredbloggs5902 Hate might be too strong a word. But my guess is that most people would prefer to not have to deal with car ownership. And if they can get a chauffeured ride for less than the cost of owning/driving themselves they will move to robotaxis.
@ricwilmot1654
Ай бұрын
Why does Tesla only have one mega factory being built? Volume is the only thing that will stop competition.
@fredbloggs5902
Ай бұрын
Because having a production capacity that exceeds the available batteries is utterly pointless.
@ricwilmot1654
Ай бұрын
@@fredbloggs5902 China isn’t battery constrained.
@bobwallace9753
Ай бұрын
Because this is a 'new" idea for utilities, who tend to be very conservative. This is a move from a century and more of burning stuff to make electricity to new renewable energy solutions. As a data stream emerges, showing how very large battery packs decrease electricity costs and make the grid more reliable, demand will grow.
@charlesrovira5707
Ай бұрын
*Tesla* has far more up-side with energy than with automotive. When *RoboTaxi* takes off we will see a reduction in overall vehicle ownership. (Possibly up to 50% in urban areas.)
@robertsmith6408
Ай бұрын
Tesla solar has a bad reputation of terrible customer service. I went with Sun Run but i did use a Tesla battery. They should abandon the install industry and concentrate on batteries and mega packs!
@andyonions7864
Ай бұрын
Near term demand for energy will decline as the shift to more efficient electrical supply occurs all things being equal. Long term of course, we will use all the energy falling on earth.
@bobwallace9753
Ай бұрын
Near term electricity demand will increase. A lot. Not only are we moving off fossil fuels powering transportation but we are also going to see huge amounts of energy used by supercomputer sites working on AI problems. Long term needs are not clear. Computer centers are likely to become more energy efficient. But the less developed world will continue to develop and consume more electricity.
@dominicrebelo6982
Ай бұрын
By the time Mega-Pack Shanghai gets started & moving forward towards scale, would it surprise anyone if Tesla announces they are building a Mega-Pack factory in Berlin? Building Mega-Pack factories will be as important or more so than building Giga-Factories. I also expect that Tesla will build a Mega-Pack factory in Mexico & maybe a second Mega-Pack factory in the US. Mega-Pack Shanghai will service Asia, Mega-Pack Berlin will service Europe, Mega-Pack Mexico will service Central & South America as well as the Gulf of Mexico Island countries. They coud build a Mega-Pack factory in Turkey at some future point to service the Middle East & one in South Africa to service Africa. The outlook on Mega-Pack factories is as exciting as Giga-Pack factory & another yet better Revenue Generator for Tesla for quite some time. Now imagine building Super Highway 3 Tier Systems whereby the Mega-Pack Systems are located in underground Boring Company tunnels protected from environmental disasters which can transmit energy all over a country through their highway system. Tier one would be a Public Highway System whic looks similar to most highways with a Public HyperLoop systems in the centre. There would also be a Solar Fence on both sides of the highway for the entire length of the highways which are creating the electrical energy & storing that enrgy in the Mega-Packs underground. Tier Two would be for commercial use which would force all commercial autonomous electric vehicles underground reducing traffic congestion above ground with a commercial HyperLoop for transporting commercial vehicles at the centre. These two systems would be divided by a Wind Turbine Fence system that would produce electrical energy from the wind created in these Boring Company underground tunnel system traffic. Tier Two could also be used for military purposes to move military equipment around a country without being detected by satelites. The Third Tier would be a series of tunnels for sewage, clean filtered water, irrigation water that are filled up through Desalination Plants & piped into the tunnel systems. They could also have fish farms in these tunnels both salt water & fresh water fish farms. One of the tunnels could be used for the Mega-Packs that would be transporting electricity all along the highway systems to cities & towns throughout a country. Along with the Mega-Packs all of the transmission lines, phone lines, internet lines & all other power lines would be in the Mega- Pack tunnel which has a rail line down the centre for maintenance workers to service these things when required. Mega-Packs on both sides of the centre rail line & transmission lines in piping above the Mega-Packs. This Three Tier Highway System (3THS) would transport people, commercial goods, electricity, clean water, irrigation water, sewage & fish farms throughout a country simply by going underground taking up no new land & creating a tremendous amount of electrical power for entire countries. Going down into tunnels instead of going wide & taking about more surfacr land solves numerous problems especially in places where environmental disasters rountinely destroy infrastructure. Most countries already have Interstate highways, this system would expand these highway systems downwards & provide many more services countries need & because it crosses countries could be paid for by both Federal & State governments at a speed they can afford one mile at a time.
@philipsonefeld9609
Ай бұрын
It’s incredible that Jonas and you guys keep bringing up AI data centers as an electricity user. But you keep neglecting to bring up electric vehicles as a new electricity user.
@SejalPatelDrSej
Ай бұрын
🤯
@askbob2009
Ай бұрын
this will be bigger than Nvidia chips.......T to the moon
@user-zm6kj4gn4v
Ай бұрын
Projections for the energy business seem quite impressive but 2030 is still a long way to go. Even then earnings of $2 is highly hypothetical. What’s failed to take into account here is that the sales and margins for the EV business will be far lower then due to competition and probably a move to the more practical hybrid technology.. It’s absolute nonsense that margins will increase as the chart shows. The question needs to be asked how much lower will the EV profits be in 2030 compared to the projected profit for the energy business and others. ATM it’s in the lap of the gods. No one really knows as it’s still 6 years away. It’s still a punters game not a long term investment. The fact remains that Tesla earnings are falling, cash flow is waning badly and this revenue source needs to ‘feed’ the other projects with massive R&D expenditure requirements. There is no budget or figures published for the source of these funds and their appropriate allocated uses. It will drain cash out of the EV business. If the bottom line is 50% lower in 2030 (due to the many $10B required for new projects) that makes the company valuation a lot lower at that time. On a current price, valuation that makes the stock more expensive. That hasn’t been factored in at all. Projects have notoriously been difficult to complete on time and on budget. On the energy side, what happens if there are floods, tornados, supply issues, cost issues. Too bad if there’s another complete on time or it’s free offer. There’s so many suppositions being made here. Show me the money. The money that needs to be spent to bring these projects to fruition.. When, how and time frames involved not hypothetical scenarios which can change like the wind. It’s all just hogwash otherwise. Don’t waffle on about the positives without make a valid balanced approach that intelligent viewers can really comment on.
@h-e-acc
Ай бұрын
They’ll only be competitive in the energy space if they get into fusion, hopefully Elon Musk does an about face on his original thinking that fusion power infrastructure is not worth something building because he’s focused on solar.
@fikonfraktare
Ай бұрын
The strength of their batteries is the software, which makes them competitive.
@fredbloggs5902
Ай бұрын
Fusion has been ‘just a few years away’ since the 50s 🙄
@bobwallace9753
Ай бұрын
OK. Current thinking is that commercial fusion is at least ten years away. And no one has spelled out how a fusion-based power plant could be price competitive with renewable energy. New, unsubsidized wind and solar have become very cheap. Ten years from now wind, solar, and battery storage should be lower than today (inflation adjusted). That's going to make it very rough for a new technology to break into the market.
@askbob2009
Ай бұрын
robots are coming too
@mattdecandia9607
Ай бұрын
a lot of number mistakes in this one , 130 homes , 1 million dollars etc .
@renehunt4252
Ай бұрын
To the mooooooon😂
@thomasgerber1472
Ай бұрын
CATL, BYD and LG will blow tesla out of the energy storage market. A carmaker without lfp expertise will have zero chance. Tesla is just working on to many projects.
@runningman5871
Ай бұрын
Most Tesla cars use lfp.
@bobwallace9753
Ай бұрын
Energy storage. Massive market. Years and years before supply starts to reach demand, leading to price competition. Tesla is the first mover and that means a lot.
@thomasgerber1472
Ай бұрын
@@bobwallace9753 global leaders in the energy storage field are CATL and BYD, tesla is actually a minor Player. And they do not even produce their own battery cells, they use lfp cells from 2nd tier chinese suppliers for their megapacks. Elon Fans are just completely ignorant. Be careful it might hurt you.
@thomasgerber1472
Ай бұрын
@@runningman5871 no,they dont
@gerritjanboeve
Ай бұрын
Massive scam
@pathfollower
Ай бұрын
Bias of the Fanboy. The title was not "Tesla Energy -IS- Worth More Than Tesla Auto!" It was a question, with a question mark, not an exclamation point. While the article may have presented a decent argument for that, that was NOT what the title said.
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