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Tesla's Full Self-Driving (FSD) revenue recognition is complicated by regulatory challenges, potential lawsuits, and the distinction between immediate subscription revenue and deferred recognition for purchased features, raising concerns about the product's completion and resale value Questions to inspire discussion  Financial Implications 🔢How does Tesla's revenue recognition for FSD differ between subscriptions and purchases? Tesla recognizes full revenue for FSD subscriptions as a beta/supervised product, while treating purchases as deferred revenue for a future product until FSD is feature complete. 💰What impact could Tesla's FSD revenue recognition have on earnings? A potential earnings surprise may occur if Tesla recognizes revenue against...

Tesla's future is a mix of promise and uncertainty, as it navigates challenges like declining sales and stalled expansion while maintaining strong efficiency and cash reserves   Questions to inspire discussion Tesla's Technological Innovations 🔋Q: How did Tesla innovate with battery placement? A: Tesla was the first company to place batteries in the floor of the vehicle, leading to improved efficiency with the Model 3 achieving 221 Wh/mi and the Long Range at 231 Wh/mi. 🏭Q: What is the Giga Press and how does it impact Tesla's manufacturing? A: The Giga Press, manufactured by Idra Group, is the world's largest...

The discussion revolves around electric vehicles, their practicality, and various misconceptions, while addressing viewer questions about Tesla's innovations and safety measures   Questions to inspire discussion Tesla Innovations and Strategies 🚛Q: What unique combo deal is Tesla offering with the Cybertruck? A: Tesla is offering a deal where buyers get 1 Cybertruck and 10 Powerwalls free, with the Powerwalls being drivable and including a truck, making it an unconventional and appealing package. 🏭Q: What's the latest update on Tesla's Giga Texas factory? A: The Giga Texas factory is nearing completion with final glass installation on the east side corner, but...

Tesla is strategically using vehicle-secured leases to manage debt and attract investors, while navigating consumer credit risks and maintaining a strong financial position compared to traditional automakers facing significant challenges in the electric vehicle market   Questions to inspire discussion Financial Engineering 🏦Q: How does Tesla manage its vehicle leases? A: Tesla packages $783M in vehicle secured leases into asset-backed securities (ABS), which are rated AAA by rating agencies and sold to money market funds for 3-6 month interest rates, helping Tesla clean its balance sheet of consumer credit risk. 💼Q: Why is Tesla's lease accounting important for analysts? A:...