Gary Black (@garyblack00) 's Twitter Profile
Gary Black

@garyblack00

Managing Partner, The Future Fund LLC, SEC registered investment adviser. CEO/CIO/PM. linkedin.com/in/garydblack. Disclosure: bit.ly/3fQ8ojd

ID: 1161703589942878208

linkhttp://thefuturefund.com calendar_today14-08-2019 18:18:14

38,38K Tweet

441,441K Followers

99 Following

Gary Black (@garyblack00) 's Twitter Profile Photo

Despite the significant improvement in FSD v12, it’s still hard for FSD to move the needle on incremental TSLA earnings. Assuming 45M cumulative TSLA EV delivs between 2020-2030, a 12.5% global take rate @ $199/mo, 80% incremental margin, 20% tax rate, and 4.2B fully diluted