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  1. GhostSkater

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

    Perfectly sums up most of the recent discussions here lol
  2. GhostSkater

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

    Not shooting you, but love his reasoning, that despite we having multiple confirmations that 4680 production is weeks ahead of production, one of the hypothesis is that that isn't true. How people pay for this guy content is beyond me
  3. GhostSkater

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

    This is a even bigger deal here with for now with the not so great charging infrastructure, for my usual family visiting trip, 627 km (390 mi) one way on ABRP Model 3 RWD - one stop - 17mins charging - 129 Wh/km (206 Wh/mi) Model 3 LR - one stop - 7 min charging - 137 Wh/km (219 Wh/mi) BYD...
  4. GhostSkater

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

    Yeah, I didn't even get into that, Model 3 saved me so many times from stupid stuff due to being on vacation and looking everywhere paying less attention on the road than I should Sure, the Dolphin Mini is R$116k ($22k), the cheapest new ICE you can get is a Fiat Mobi at R$73k ($14k), there is...
  5. GhostSkater

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

    Perfectly put. Don't get me wrong, it's a good car, been seeing them pop up more and more, the Dolphin Mini barely launched and there is a lot in my neighborhood. But for most you can't have car that is only good in tow or not a major headache to go far I'm considering for the future because...
  6. GhostSkater

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

    Went to check out the BYD showroom that opened in my city today, and since I had time, played with the software a lot. Goddamn BYD, why so much effort in making the customer mad? So many menus, nothing is clear to where that setting you want is The worse is the navigation, no charging planner...
  7. GhostSkater

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

    Worth the watch TLDW: Kyle loves it, it's much better than the regular Model 3 LR/SR in daily driving while also being much better on Sport driving
  8. GhostSkater

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

    Best source is Tesla, much better than some third party collecting data who know how, and with a lot of uncertainty due to BMS calibration, so reporting range displayed is a really bad metric to gauge degradation because it takes into account usage pattern
  9. GhostSkater

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

    Somebody once told me Cybertruck would be an Icon. Indeed
  10. GhostSkater

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

    Competition is indeed coming. For those who want to work there Don't think there is even a way to do a proper selection with that volume
  11. GhostSkater

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

    Sadly I think I will have to start adding to ignore list people that keep replying to people already on my ignore list, because else it's useless 😩
  12. GhostSkater

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

    These prices are insane, and makes total sense on the push to make 4680s way cheaper. Crazy to think that I, as a individual consumer have to pay $500/kWh around here
  13. GhostSkater

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

    Anyone wish they had moved everything to Nvidia for a while and then rotated back here? I know, easy to say now in hindsight
  14. GhostSkater

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

    Dan talking about the Semi and it's future, not a podcast, just the presentation recorded
  15. GhostSkater

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

    It's inside a shopping mall, the good new is that there are so much closed stores and available space that not much would go with it There is at least one in my neighborhood, if the price was lower and the range and charging better I would really consider for the near future, that goes also to...
  16. GhostSkater

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

    BYD is really going all in here in Brazil, they opened a showroom in my smallish city, need to go check it out
  17. GhostSkater

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

    Looks like they finally started delivering to customers after years and years of delays If they ramp up and live up to the hype it’s the most compelling option range and charge time wise, although that is valid only for the most expensive model
  18. GhostSkater

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

    Sadly I don't think we will ever get one, goes completely against the safety first principle But the space certainly could use a touch of Tesla, there is no compelling EV Motorcycle, just a few renders promising really good specs, and the ones that exist charge way too slow for a enjoyable ride...
  19. GhostSkater

    Investor Engineering Discussions

    It really makes me wonder how Porsche is getting such an awesome charge curve, because everything points out that the previous generation Taycan is holding up pretty well on degradation, and the new one maintaining close to 3C charge rate up to 60% Does Tesla knows something other don't? Does...
  20. GhostSkater

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

    After doing almost 4000 km north to south of Italy and back, a lot of it on autopilot, I really hope these new regulations for driving assistance pass So dumb the artificial limitations put of it that actually make it way more dangerous, braking mid corner to not exceed the G limits or flat out...
  21. GhostSkater

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

    Obviously lol Only bad thing that happened is that a guy was wanting to try that new Model 3 was looking mean at me because I was taking my time testing the new audio system
  22. GhostSkater

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

    Visited a Tesla store for the first time, quite busy, a few folks scheduling a test drive or purchasing with the help of employees Also met my man Optimus, shame there was no S/X, really wanted to sit on one Silver is the color Also a lot of folks saying they would love to get one but due to...
  23. GhostSkater

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

    Been away from here and too many posts to catch up, but for a good reason, having a repeat for a bit more fun, this time in blue Nice to see how up we are after the call, it was the last day I had checked the price Cheers
  24. GhostSkater

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

    One more point to that We've seen one picture (which I won't be able right now) of a Model 3 front wheel drive with the wheels not aligned to the wheel well, that could have been a test vehicle for this middle cheaper vehicle we'll see FWD drive makes total sense in lower power and cheaper...
  25. GhostSkater

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

    Completely ignored that part, good call Need to keep in mind they want to put millions of them on the road, so plant footprint is important, specially in more densely populated regions where land for a huge factory isn't available
  26. GhostSkater

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

    Something that I have to scratch my head a bit and would love some input Why focusing on reducing the production cost of Robotaxi is so important? For a vehicle that will run 100's of thousand of miles, maybe over a million miles and bring revenues multiples of the cost it takes to build it...
  27. GhostSkater

    What battery cells are in the 2023 M3 LR?

    Yes, but one of the strengths of the LG cells is keeping a reasonably high discharge power until lower SoC, so if you run both at 10% SoC interval and compare the % of 0-60 loss, the LG cells will lose less Would be interesting to see a head to head of the two to test when/if the LG is faster...
  28. GhostSkater

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

    X and S are run on the same line. Same line doesn't mean the whole line is the same happening at the same time, for example, body shop will alternate between them, stamping already change dies all the time, general assembly with people doing the work (for now) it's not a problem While it will...
  29. GhostSkater

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

    @unk45 will finally get his Model 3 in Brazil to drive it in the beach front with a Caipirinha in his hand while appreciating Christ the Redeemer in a nice sunset
  30. GhostSkater

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

    I have just a bit of money left in my bank account for me to live for the next months, other than what I have invested, but my finger is itching to just dump it all here and go live under a bridge or something
  31. GhostSkater

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

    If Tesla moves to Texas, can they just bring back Elon pay package since now they are out of the jurisdiction of Delaware?
  32. GhostSkater

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

    Just for a little laugh for everyone before earnings
  33. GhostSkater

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

    Yes, one has the pack with Panasonic cells, seems like only in the US, and the other with LG cells for the rest of the world
  34. GhostSkater

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

    A few weeks ago I said I was disappointed with the low number of Teslas in Italy, but after three weeks in Milan I can say they are everywhere. It’s hard to not see one no matter where you look I’m staying quite far away from the city center, but still see all the time, just today as I opened...
  35. GhostSkater

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

    Easy, 40 people team for the quality of ads we were seeing? No wonder Elon said bye to them Not that they were bad, but could be so much better in educating the public on the stuff that impedes EV adoption for many
  36. GhostSkater

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

    Wow All but four open positions for the US are gone, Germany has a lot but that might change in the coming days Hopefully that changes in the coming days or weeks, was getting ready to finally give my shot in applying even if the chance is basically the same as the one Mary has leading in EVs
  37. GhostSkater

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

    Don’t think I’ve seen a day with so many bad takes in a long while But one thing you guys can’t deny, Drew and Rohan will probably have their best sleep in years this night And sadly the same can’t be said about all the rest laid off
  38. GhostSkater

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

    Updated to a discussion from a while ago They still have a lot of equipment to be installed sitting on a field, who knows what is there, another Cybertruck line, Robotaxi/Compact, something else
  39. GhostSkater

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

    I don't know if you are joking but I do remember seeing stuff about Ultium being able to have mixed chemistries, so yeah, what's better than fire? Fire in two different chemistries for added color