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Recent content by KBF

  1. KBF

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    By 26 hours a day, do you mean 16, or 12, or what would you estimate as the actual average?
  2. KBF

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    https://www.teslarati.com/tesla-semi-fleet-giga-nevada-to-fremont-factory-video/ Good to know that Walmart and Costco have also received Tesla Semis. Tesla has mentioned previously that they're shipping between Fremont and Giga Nevada, and now we have video evidence, I guess. I highly value...
  3. KBF

    Tesla Unionization

    Fascinating video - thanks for sharing. I'd say it's more a universal "status quo vs upstart disrupters" rather than a cultural thing. It's interesting how Ingvar was as flexible as Tesla Sweden - countering every attack with a shift in strategy and sometimes improving along the way. Disrupt an...
  4. KBF

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I do think that building infrastructure is a legitimate use of taxpayer money - as long as the bidding process is open and transparent. My bias is that I trust Tesla to actually produce quality charging infrastructure that lasts, but our federal government seems to want to deal with the likes of...
  5. KBF

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The most effective and efficient way to end ICE sales would be to start by ending oil and gas subsidies; and tax ICE vehicles to cover the true cost to the economy of their extra emissions. Norway didn't ban ICE, they taxed it and exempted EV's (until recently, now EV's pay some tax IIRC). I...
  6. KBF

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Virtue signalling is the right word to use - but I don't put that on "the general public" primarily - the elite here are far far worse... They kind of lead the way. If merely raising taxes was enough to secure our descendents' futures, I'd be happy to pay. But my taxes go to crony capitalism...
  7. KBF

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You just need to read every single post (save time by putting all the trolls on ignore so the actual investors who post real news don't get lost in the shuffle). From a little while ago: There's also a dedicated Semi thread elsewhere on the forum.
  8. KBF

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not sure if this has been mentioned here, but it's a good reminder things are still happening in multiple areas for the company: Tesla Semi pilot expands to Martin Brower Another customer for the Semi pilot project. I like the glowing reviews by the drivers: while I wish they would ramp Semi...
  9. KBF

    Tesla Unionization

    https://www.teslarati.com/elon-musk-tesla-sweden-conflict-if-metall-union/ Elon is confident things will be fine in Sweden, according to a recent X Spaces interview. Contrast that to the union reps, who are convinced their latest attempt can't be bypassed: they're blocking new Superchargers...
  10. KBF

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Some of my disengagements so far are from wanting to drive more aggressively than my car (passing the car ahead quickly on a winding road - legal but you have to be aggressive to be safe). This won't reflect most disengagements, but just pointing out x% are perhaps even the opposite (my...
  11. KBF

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Oh oh... I just got the free FSD this week, and I've apparently been training it to be very aggressive. Sorry everyone... 😎 It is interesting that on the highway I can use the scroll wheel to set my FSD speed, but in town that's not available... But if I nudge my accelerator briefly the car...
  12. KBF

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Ah, so it's not about actual ethics, it sounds like you're concerned about how others perceive you and your car. Honest questions - what do you think is the worst thing that could happen with that potential association? Do you feel that you have no power to change others' perception (or help...
  13. KBF

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    https://www.teslarati.com/tesla-semi-shipped-over-20k-battery-packs-from-giga-nevada/ I may have missed recent Tesla Semi news, and maybe this was already known, but it's nice to have confirmation that Tesla does indeed use a fleet of Semi's for shipping batteries from Nevada to Fremont. 20,000...
  14. KBF

    Tesla Unionization

    https://www.teslarati.com/tesla-sweden-record-delivery-loophole/ Not sure if this is new or if it's been active for awhile, but it looks like Tesla Sweden is indeed sending mail to a separate office in Stockholm, bypassing the mail strike. No need for customers to order backup plates. I still...
  15. KBF

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I believe every data point is important to note, even if it may be an outlier and doesn't actually contribute to a reliable extrapolative pattern. But every data point indicates potential issues that need to be guarded against to reduce future issues. And, of course, if an outlier becomes too...