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  1. carterm2

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

    I was also thinking that using LIDAR for manufacture was a thing at Tesla. You could maintain dimensions for fit and finish, measure the surface produced by a tool for fine tuning, and validate parts by dimension using LIDAR. Some of these are done with structured light scanning, but LIDAR...
  2. carterm2

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

    according to Grok Grok obtains up-to-date information by having access to real-time data from X (formerly known as Twitter), which is a unique and differentiating feature compared to other AI models like ChatGPT. This access allows Grok to provide up-to-the-minute insights, including breaking...
  3. carterm2

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

    $TSLA stock 15m chart looks very consistant, almost programmed.
  4. carterm2

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

    $25K Osborn effect temporarily cancelled.
  5. carterm2

    SpaceX F9 - West Coast Starlink Launches - SLC-4E

    Walking to dinner in Long Beach, looked up where someone was pointing a long lens SLR and saw my very first in person StarLink Launch!
  6. carterm2

    Software branch question

    I have a 2018 ModelS V11.1 (2024.2.7) When can I expect to be able to install and Try Out FSD 12.x?
  7. carterm2

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

    Driving… but had to post this…
  8. carterm2

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

    Starlink on Tesla? I see Starlink adding great value to Tesla Services and Supercharger sites in the distant future. FSD will introduce product and services expansion for Tesla. Interesting information at 7:24
  9. carterm2

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

    Jim Cramer was around doing the same thing when Apple was struggling. (SHORT AND DISTORT) There is a connection here to X as well. Cramer is an announcer/guest on CNBC (owned by NBCUniversal) and he owns TheStreet (Cramer has a very large Ford position.) TheStreet is a subsidiary of...
  10. carterm2

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

    18 months is the new 2 weeks Pre v12 FSD minimizes risk by asserting the driver is responsable. It has worked well. Tesla is rapidly growing Dojo, and FSD 12.3 is clearly safer/better than any 11 version. I would argue that FSD 12 is not released for a few unusual reasons (I don't know what...
  11. carterm2

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

    The world's Li Ion batteries capacity world wide has grown 60% while the price is close to $60/kWh and CATL claims $30/kWh by the end of this year. Both Tesla Auto and Energy will benefit as one of the highest volume purchasers. This seems to be information the short sellers are simply...
  12. carterm2

    MCU upgrade and AP3

    I have a 2017 ModelX that in 2020 I paid Tesla $2500 to upgrade to MCU2 in order to run HW3 FSD. I just had the 12 volt battery replaced by Tesla Service at my home, and a day later the black screen bricked the car. I paid to tow the car to Service, and they want to replace the MCU for $2440...
  13. carterm2

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

    SuperCharger sites that leverage 'foot traffic'.
  14. carterm2

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

    I looked but couldn't find the slapping my forhead emoji in the response icons.
  15. carterm2

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

    OpenAI is incorporated in the state of Delaware, USA. The company was founded in 2015 by a group of entrepreneurs and researchers, including Elon Musk, Sam Altman, Ilya Sutskever, Greg Brockman, Wojciech Zaremba, and John Schulman. Who owns OpenAI? OpenAI LP, the profitable arm of OpenAI is...
  16. carterm2

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

    Open_Ai How much of it is owned by EM?
  17. carterm2

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

    Margins. Tim and Apple live in a world of high margins, any product that lowers average profit margin is an issue. When Tesla started dropping prices, and CATL announced cheaper lithium cells, it affected the equation. The TV was a an example of why projects get cancelled, the M series...
  18. carterm2

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

    What is the best source for tracking ... Change in ownership by largest share holders? re Ownership of Tesla by Google's Gemini. Largest Tesla Shareholders: Individual Shareholders: Elon Musk: Tesla's CEO and co-founder, Elon Musk, is the largest individual shareholder with 715.022...
  19. carterm2

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

    Trying to track various Musk companies... movement. Tesla Texas (?) (Delaware) The Boring Company: Nevada. (Mar2023). (Delaware) Neuralink Nevada. (Feb 2024)...
  20. carterm2

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

    TLDR: Because it is contextual, each query can build on the previous one. (Baby and Bathwater) also, afaik and hope that the LLM isn't biased, just stupid. I am testing chat/LLM (Grok (2 wks) and chatgpt3.5 (weeks) and 4.0 (days). They outright lie (Grok), misinform (chat3.5) and merely...
  21. carterm2

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

    The Delaware thread could use some attention.
  22. carterm2

    Delaware to Texas Incorporation

    The judge has an interesting history, the 200 page decision reveals bias, and an activist agenda. Even the very first sentence reveals the appearance of bias. (BTW not all judges are men, and there are many judges that have a political agenda because they are often 'hired' or elected by...
  23. carterm2

    Delaware to Texas Incorporation

    "I am not a lawyer". The true cost of this decision has wider implications that what it will cost Tesla investors to ?re-compensate? this CEO ( I believe it will be very expensive ). I assume that an appeal is considered fruitless in light of the political bias in Delaware, Tesla will...
  24. carterm2

    Delaware to Texas Incorporation

    Why hasn't there been a counter suit by the majority of investors that voted for the compensation package? Why hasn't Tesla appealed or even responded to the decision?
  25. carterm2

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

    https://www.spglobal.com/mobility/en/Info/0123/us-vehicle-launch-and-activity-guide.html
  26. carterm2

    Delaware to Texas Incorporation

    Exposure in Delaware Tesla, Inc. State of Incorporation: Delaware (USA) SpaceX (Space Exploration Technologies Corp.) State of Incorporation: Delaware (USA) SolarCity Corporation State of Incorporation: Delaware (USA) [Acquired by Tesla in 2016] Neuralink Corporation State of...
  27. carterm2

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

    Typically, you are right, I thought it was significantly more degraded that normal or I wouldn't have bothered to post here. Repeating the posts would aggravate things. I hope I am wrong and can just be ignored. out.
  28. carterm2

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

    Thanks for this video! To me this is one of the best sources of information I have seen in a while. Incomplete summary incoming. I watched > 1/2 of it (interesting history and feel for the AI groups transitions as well as info on vision and lidar which is missing from the ChatGPT summary.)...
  29. carterm2

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

    Same judge, about the same time, similar outcome/ impact net negative so far. Delaware Chancery Court Chancellor Kathaleen McCormick has been involved in another case related to Elon Musk. She presided over the lawsuit filed by Twitter shareholders against Elon Musk and the social media...
  30. carterm2

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

    Musk and Tesla knew the outcome since 2022... Twitter became X and was moved from inc in Delaware to Nevada Lawsuit in 2018, five day trial, trial in November 2022, 2 months later judges decision, 2 year delay before publishing opinion. IMHO This is an activist judge and a punitive process...
  31. carterm2

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

    seriously, everyone is paying the waiter a tip of 18% for waiting on them... the waiter NEVER makes you the leader in multiple industries.... now 25% looks reasonable and doable but how to do it and not have a judge in Delaware change the agreement?
  32. carterm2

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

    Wondering if there is a planned announcement regarding the $25k Model 2 in the next week or so?
  33. carterm2

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

    FSD hardware upgrades. What is "FSD computer"? I heard (last nights' X space by Meta) that Tesla has applied for Level 3 and Level 4 autonomy licenses in the US. While searching for proof, I ran across a Tesla site regarding hardware upgrades...
  34. carterm2

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

    I think Elon warned everyone about that...
  35. carterm2

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

    Tesla is opening their SC network in China, on an experimental basis at a few sites. But ... A company delivering a large percentage of charging for BEV's worldwide sounds like a good investment.
  36. carterm2

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

    I wonder if the electricity from solar panels that I store in my powerwalls could be sold to non-Tesla SuperCharging customers.... at a fair (but higher than PGE) rate? This would help support solar installs, sustainable transportation and take a load off PG$E.
  37. carterm2

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

    Hyundai...expecting 10% growth in 2023 "Hyundai plans to expand market share and operate profitability oriented businesses by flexibly responding to market changes, accelerating its transition to electrification, responding to global environmental regulations, and optimizing production...
  38. carterm2

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

    Only ONE V11 registered on... "TeslaFi.com Firmware Tracker"
  39. carterm2

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

    ZeroSumGame led the story on MegaPack Production (hmo) has an estimate.
  40. carterm2

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

    (not a finance guy, just looking at the dynamic) 1. Idea I am trying to resolve... $TSLA share selling accelerated by margin buyers but it is possible that > % buying on margin, bought >$100. 2. Question: Does Dark Pool money affect the stock? Short interest by volume is very high...
  41. carterm2

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

    I was looking for a source for data of total margin held by shareholders of $TSLA. But found this... general market margin statistics. Here is a link that shows overall statistics... not ($TSLA specific) Or this .. FINRA If there is a better source, more specific to $TSLA please post a link.
  42. carterm2

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

    Tesla tweeted about the improvement of 4680 battery production... at... 10:28 AM · Dec 25, 2022
  43. carterm2

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

    Good news... air travel and hotel bookings in China are rebounding ...
  44. carterm2

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

    Downloading 2022.44.25.5 for a MS 2018