overheard on the Nikola ($NKLA) earnings call -- Tre gross margin expected to be -150% initially (yikes). they think they can drop the bill of materials by half in the first couple years, and another 25% in the year thereafter, maybe finally making positive gross margin...
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I cant believe this is real
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i am glad someone recorded it. this was on the live stream. i was like are they burning out on purpose?
End of conversation
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Hard to find as clear of a video but this compiles a bunch of the Tesla Semi clips. Tesla seems to accelerate faster on actual streets with a trailer (even empty is perhaps 5k lbs?). Not to mention doesn’t sound like it’s breaking.https://youtu.be/Foy2FX_g7GU
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Very underwhelming acceleration