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  1. Skipdd

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

    I will bite, sort of. I’m curious if there is a difference between the management approach here vs at SpaceX. IIRC, SpaceX had a 10% force reduction relatively recently (last year?). Was it handled similarly, and if not, is there a thought that the difference might be due to Gwynne Shotwell’s...
  2. Skipdd

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

    I am confounded. I scanned all your posts and apologies if I missed one, I didn’t see a single positive one, or one that wasn’t a poke, or even a poke with some insight. I won’t ask your motivation but I will admit I’m curious. But I realized I’m not learning anything from you. I appreciate...
  3. Skipdd

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

    To your point, I saw over the weekend, that a key exec of OpenAI, Jan Leike resigned because of fears regarding the direction OpenAI is taking wrt “…security, monitoring, preparedness, safety, adversarial robustness, (super)alignment, confidentiality, societal impact, and related topics…” From...
  4. Skipdd

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

    A data point. I was speaking w a manager in a Service Center Body Shop today. He specifically said he was not bothered by the layoffs, that they are still projecting massive growth in their business. That the attitudes there are not what “you see in the media.” I will be onsite there later...
  5. Skipdd

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

    I think a use case not being considered is travelling with family. When our kids were young, we’d visit family that was ~500 miles away. Buying tickets for 4 people was too expensive, plus the hassle of traveling with all the accoutrements. Enter FSD, we would have definitely taken more...
  6. Skipdd

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

    Depends on how you define “started.” They did work to get permission to proceed. Elon Musk receives go-ahead to start DC to NYC Hyperloop tunnel. They had permission in DC to begin digging a tunnel, and had the backing of the then Governor of Maryland, Larry Hogan. Appears they pulled the...
  7. Skipdd

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

    Great insight as always. Agree with your last statement, with one important exception. If there is no mechanism for new posters to submit content, how does this forum attract and find the next @Gigapress ? And it’s just possible that an existing poster might occasionally have something very...
  8. Skipdd

    Israel/Hamas conflict

    To your point, a group of law firms have filed suit against 2 US entities alleging they are propaganda arms for Hamas and are working in concert with them at universities across the US. From the X post with portions of the lawsuit detailed. I’ve seen reports of some of the cited items in...
  9. Skipdd

    Israel/Hamas conflict

    I disagreed because I have been reading about protests like Columbia across the US for many weeks. If anything,the number has been growing in the absence of firm action to disperse them. I’m not necessarily advocating riot police, but yes, they should not be allowed to disrupt, intimidate, or...
  10. Skipdd

    Russia/Ukraine conflict

    Very interesting perspective on why the Biden administration shifted course on long range ATACMS. .🚨 Major Yuri Shvets, KGB defector: The United States finally concluded that Russia must suffer a devastating defeat in Ukraine. 1,000+ long-range ATACMS (300km+) allocated for Ukraine are in...
  11. Skipdd

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

    I’m in the camp that weighs, measures, and then thinks Eeyore when it’s negative, chuckles and moves on. Much less stressful.
  12. Skipdd

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

    Why did VW want the union? And the fact that the workers fought it might have bearing on success of Tesla not unionizing.
  13. Skipdd

    Israel/Hamas conflict

    New attacks in Iraq against a proxy force for Iran. Unconfirmed as to who attacked.
  14. Skipdd

    Russia/Ukraine conflict

    From the New York Times at 12:35am “House Republicans took a critical step late Thursday night toward bringing up the long-stalled foreign aid bill for Ukraine and Israel, after being forced to rely on Democratic votes to move a plan to consider it out of a key committee and onto the floor. The...
  15. Skipdd

    Israel/Hamas conflict

    Additional information on the attack.
  16. Skipdd

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

    Tesla Bot Journal had this one, which is a little easier to read. I also noticed that a good number of directs have titles that in other companies might seem like “middle management.” Back thread there was a comment about some of the people leaving not being very high up. This suggests...
  17. Skipdd

    Israel/Hamas conflict

    From a source that usually has reliable information - Israel is striking Iranian targets now. First reported were strikes in Iran, now others.
  18. Skipdd

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

    That’s a good point about insurance. Why wouldn’t other insurance providers offer a discount as well. Just like you get a discount on your homeowner’s insurance if you have certain features. Or there might be other feature tie-ins depending on how things go.
  19. Skipdd

    Russia/Ukraine conflict

    Not generally a fan of Speaker Mike, but I agree with what he said in this interview. For the first time, it feels like both sides in Congress want to get this done.
  20. Skipdd

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

    Not trying to be snarky, but I thought Tesla didn’t really have much of a management hierarchy. In a typical org, these titles sound like mid-level folks. W/o seeing an org chart not so sure in the case of Tesla. Regardless, I’m not panicking. Curious to see how things unfold in the next...
  21. Skipdd

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

    Maybe, but I prefer @Krugerrand ’s thought that Elon has decided it’s time to focus intensely on Tesla again. I understand that both of these could be true.
  22. Skipdd

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

    I’ve seen it done several ways. Had it happen personally once, just like this one. Worked for a medium sized cloud company sold to Private Equity. Those who were not slated to be retained ( in my case, no interest in gov business), were notified and removed from system access the same day. My...
  23. Skipdd

    Israel/Hamas conflict

    Of course he did.
  24. Skipdd

    Israel/Hamas conflict

    Appears Israel also used air to air missiles in their destruction of Iranian drones and ballistic missiles.
  25. Skipdd

    Once again sc**wed by Tesla

    I agree with the other posters, but let me suggest a slightly different slant. It takes a bit to really understand Tesla and how it differs from other companies. I’ve had my current MS for 6 years, and been an owner for almost 9. The day after your car is built, there is likely some...
  26. Skipdd

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

    Well I have +/- data points from my use of it today. Plus: I have never used FSD on city streets before. It was mind blowing to have it take me to the gym on city roads to Interstate to city roads and into parking lot. Also equally blown minds in the gym from non-Tesla owners when I...
  27. Skipdd

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

    Did it drive you home 🤔? Probably best not to answer. Great use case though.
  28. Skipdd

    EAP Autosteer on 2024.3.10 single stack?

    😊 I am aware. I think you misunderstood me. I was responding to the comment that after 1 month the FSD that was included in the current release would revert back to EAP. The version of EAP we had before did NOT have FSD 12 capabilities. When they take away full FSD, will they leave v12 just...
  29. Skipdd

    Israel/Hamas conflict

    CNN is reporting that the US told Israel they will intercept any missiles or rockets. The reason is the US is concerned that if they don't, Israel will strike back hard and will escalate the situation. Again, the US is stopping Israel from doing what needs to be done.
  30. Skipdd

    EAP Autosteer on 2024.3.10 single stack?

    Interesting. I was under the impression that EAP was supposed to actually get FSD for highways only. So I was expecting at some point for THAT to happen. I will try this then on both highways and city streets.
  31. Skipdd

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

    There is an answer to this - posted it in the Israel/Hamas thread - #8198099. Suggestions are that Israel’s strike will aim for deterrence, so asymmetrical in my opinion. Post in thread 'Israel/Hamas conflict' Israel/Hamas conflict
  32. Skipdd

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

    Apologies if this was already posted (I did not find it when I looked), but Tesla has issued a new release for Legacy X and S that provides FSD v12. In my case I have EAP and when I installed 2024.3.15 (release notes said minor fixes 🤣), I immediately noticed IC graphics looked like FSD and...
  33. Skipdd

    Israel/Hamas conflict

    Placing this here vs in the main investors’ thread, but will direct others here. People are now expressing concern about Iran’s threatened attack on Israel, and Israel’s possible retaliation. I saw several posts on X suggesting Israel is prepared to use an EMP glide bomb. Here is an article...
  34. Skipdd

    Israel/Hamas conflict

    I’ve seen this information now in multiple posts on X. Here is one. “Gaza Health Ministry has now admitted that the total death count in Gaza stands at 21, 720. An estimated 13,000 of those militant deaths are from IDF estimates. It means that only 8,720 have been civilian deaths.”
  35. Skipdd

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

    Ironically Christensen argued that Tesla was not a disruptive innovation but a sustaining innovation. So, perhaps not the best model to follow. Tesla vs. Clayton Christensen's Idea of Tech Disruption - CleanTechnica OTOH, I found Geoffrey Moore’s books to provide a better path for determining...
  36. Skipdd

    FSD Released to Legacy S and X - 2024.3.15

    FSD Released to Legacy S and X - 2024.3.15 I received the above update last night and it appears to have merged FSD with my current software. My IC display looks like what I see in FSD videos. My Auto-Pilot page in the Control Panel screen doesn’t show EAP, but now says Full Self Driving with...
  37. Skipdd

    EAP Autosteer on 2024.3.10 single stack?

    Apparently I was right. Googled it. Whoa. Going to try this out this weekend. This update adds FSD v12 to the legacy Model S and Model X, as well as the new Model 3 for the first time. This update is also available for other vehicles which are already on FSD v12.
  38. Skipdd

    EAP Autosteer on 2024.3.10 single stack?

    This seems like the right place to post this and ask a question. I received 2024.3.15 yesterday and installed it. Release Notes said, “minor fixes.” Um NO. IC display looks like what I see on FSD demos. Went to the Auto-Pilot page in the Control panel. And it shows “Full Self Driving”...
  39. Skipdd

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

    I hear you, but I think it will be a mix of demographics, economics, and personal choice. I am an aging baby boomer. I just took a look at the 2020 US Census, and there is a nice graphic that shows quite a large number of people who would be likely candidates for RT by 2030. (Yes I realize...
  40. Skipdd

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

    Yes and No. The problem with X, is there is so much noise mixed in with the info. It’s exhausting to weed through it. Rarely am I able to find a bunch of opinions that are mostly signal in one thread. Case in point. I came here today when I saw the stock drop. Then reading about other...
  41. Skipdd

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

    I have EAP and have upcoming Service. If they give me a car with FSD and a quick tutorial, it would be helpful. I’ve read many posts and watched videos about it, but have been waiting to see the preponderance of users be happy w it before I consider forking over the extra $ to upgrade. At...
  42. Skipdd

    Russia/Ukraine conflict

    Appears the US is taking some proactive action against the Russian threat of placing a nuclear weapon in space. Launched courtesy of SpaceX. Despite Elon’s words around Ukraine, his actions are still helping the Ukrainians. “The US launched multiple satellites capable of detecting global...
  43. Skipdd

    Russia/Ukraine conflict

    @Artful Dodger, Seems like the perfect place to share what I just saw reported. Before you hit the delete button or worse, put me on ignore, hear me out.. Russia Is Boosting Calls for ‘Civil War’ Over Texas Border Crisis — WIRED Article in Wired Magazine (came up in my Apple News feed), is...
  44. Skipdd

    Russia/Ukraine conflict

    This aligns with virtually all of the commentary I have read on the subject. The only way out is for Biden to use other means to provide weapons and support, which the move through Greece was an example of. I maintain that the Executive Branch has the ability to do more than it has even w/o...
  45. Skipdd

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

    Thanks for that reminder. First off, from reading the regular analyses here and getting some other checkpoints, the future still looks excellent. As a practical matter, I have decided to use the current drop in stock price to reduce our average cost per share. I posted about the specific...
  46. Skipdd

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

    No offense, but “anything” could happen. I see it differently. As more non-Tesla owners have conversations at superchargers, they are likely to experience desire to acquire a Tesla. Why? Because of everything I read about what the differences in capabilities are. Ironically, I was just...
  47. Skipdd

    How much $ to retire and how to fund your lifestyle in retirement

    Thanks. Wrt to the advisor (we have 2 - interesting story for a different day), he’s accepted that I am not going to decrease my investment while I believe the long term view still is very strong. I ran my idea by the other advisor and she thought it was logical. I will have to fight myself...
  48. Skipdd

    How much $ to retire and how to fund your lifestyle in retirement

    Lol, I now get all your points. I am at the “take baby steps,” level. Yes that’s what I will do. As for @Oil4AsphaultOnly ‘s comment that retirement should not be a time to stress out about money issues - I guess it depends on what you mean. Stepping off the ledge from steady W-2 income to...
  49. Skipdd

    How much $ to retire and how to fund your lifestyle in retirement

    Thanks. I have perused that thread, but until I retire I lack the time and energy to really invest in fully understanding it. Instead, I will rely on our financial advisors to suggest an approach, which I will then give feedback on based on what I do know from reading the main thread weekly...
  50. Skipdd

    How much $ to retire and how to fund your lifestyle in retirement

    I think this likely the right thread to post this question. Looking for a sanity check on an investment move regarding TSLA as we close in on our retirement. My significant other and I plan to retire this year, likely by June. We have accumulated a decent nest egg in the 7 digits, which is...