Search results

Yes, I remember that. I think ARK included it in their valuation models nonetheless. Elon was thinking RT would quantum-leap past driver ride-hailing, so why bother? And here we are.

Time for my six-month check-in. First, I was sitting in a patio bar sipping a margarita, and what should pull right up next to my M3 in the parking lot but a beautiful Rivian truck. Had a long conversation with the owner, who absolutely loved it. How is that company doing? I didn’t veer into...

Here’s a mention: want.

Picking up mountain location tidbits.

Hola! (Spell-checker keeps wanting to change this to “Hold” 😳) Been absent for a while. All is good, just been scouring alternate information input. They all suck. X account deleted. Hope to be back and contributing a bit more.

I seem to remember years ago reading that to decarbonize fast enough to head off catastrophic climate change, one nuclear reactor a day would need to be commissioned. well…

Wonder if they'll be required to have ICE parking? Looks like a cool hangout.

Or to fix broken chargers.

It can’t be emphasized enough how Tesla must avoid this death trap. At this point there won’t be a “just transition” for these guys because there won’t be ANY transition.

With Buc-ee's charging time doesn’t matter. If you get in and out of those behemoths in less than a half hour, you’re not doing it right 😀

OK, I see none of you Brainiacs have come up with an explanation for the SP pop yesterday. Seems I must come out of one of my periodic retirements to explain it to you (apologies to newbies if this is a bit obscure). Colonoscopy. I can make photos available if proof is required.

In my mind, the whole “banning ICE by 203n" is an unneeded tactic that triggers the “they want to take my car away” crowd. If "our" analysis is correct, this will be an organic process that should leave no one *wanting* to purchase an ICE vehicle in that timeframe. Incentives, infrastructure...

That's what I figured, too. But the article says. "The route would run from the southern border of Texas to Northern California". Future connection to Monterrey? edit: from Rob's video. Looks like Monterrey connection. edit 2: it's about 350 miles from Austin to Ft. Stockton, so this...

Just to expand on speculation a bit: it will be interesting to see whether Austin, for “Model 2” will be A) Prototype assembly only, with main production shifted to Mexico ASAP B) Prototype plus production for US market, with exports mainly from GigaMexico C) Prototype plus production for US...

"Fairly significant"? Huge, I would say. Austin is going to be expanded for the "new platform". No GigaMexico, at least not until the assembly line can be cut-and-pasted. The expected worldwide demand for the cheap non-robo EV is off the hook (Port of Houston is going to be a busy place).

As EVs displace ICE, this will happen by default.

I took a look at that and where the numbers came from. The intent is to recover lost gasoline tax revenue. I get that. The methodology is lazy however, as $200 is just derived from state average gas milage and average annual miles driven. Unfortunately, there’s no good way I know of to ascertain...

Yeah, and I understand there’s a sizable electric vehicle factory there, too.

Trucks

No stalks.

OEMs have given up. Kinda sad.

Another reason CT wraps may be a massive business. Anyone see a potential investment opp here?

Press release from Texas Public Utilities Commission. First VPPs (or Aggregate Distributed Energy Resources - ADERs) are online on the Texas grid (ERCOT) made up of Tesla Powerwalls...

You and I feel this way, but my impression is this is the big push for ICE survival now.

Hope you’re right. Did a very unusual (for me) short play to get some folding cash. We’ll see.

A 3-margarita question. It just seems the US EV competition has vaporized. Ford is hemorrhaging money and GM can’t get anything out the door. Is there a point where the market actually realizes this? Is the hybrid hammer coming? What’s the endgame?

In a few years, you will be able to buy the state within which your mountain resides.

Eddie Murphy thinking

Economics of Megapacks during a heat wave.

That’s exactly how I did it 5 years ago. They checked inventory for me, found me a car, I used my iPad to order, and they matched up the car to my order (after the down payment went through). It was delivered to my door.

Quote from El Fredericko, so I won’t put the link, but evidently Texas is requiring NACS on chargers if they want subsidies . Texas has officially approved a new requirement that will force charging stations to have Tesla’s NACS connector if they want to get access to over $400 million in...

I’m back. What have you guys been up to? In for 130sh today. Screw it.

Sold a bit at $298. This ain’t my first rodeo.

I’m there with ya. I swore I’d take some profits if we made it back to $300. Got a SBLOC that’s not so low interest anymore along with some other loans. Good news-it will only take around 5% of my TSLA. Bad news- taxes.

Yowza! Liftoff!

Ford stock falls after prices of F-150 Lightning EVs cut by up to 17% on lowest priced model https://www.marketwatch.com/story/ford-stock-falls-after-prices-of-f-150-lightning-evs-cut-by-up-to-17-on-lowest-priced-model-4c74eaf8 The manufacturer’s suggested retail price (MSRP) for the lowest...

I got the Mercedes Bends.

I usually like Sabine's stuff, but she missed on a few things on this one. She implied that US homes don’t have access to 240v for charging. She had comments about high power dc charging reliability issues. While true, Supercharger reliability shows what CAN be done with a well operated...

I have a hard time believing Elon will ever go public with one of his companies again. I think Twitter is an indicator. He’d rather burn $40B of his own cash rather than lose absolute control of his companies.

Ruh-roh. https://www.reuters.com/business/autos-transportation/faraday-future-interim-cfo-resigns-firm-restate-certain-financial-reports-2023-07-11/ Faraday Future Intelligent Electric (FFIE.O) said on Tuesday its interim finance chief has resigned and the company will restate its financial...

Mercedes on board with NACS Ninja’d by @Buckminster and @MP3Mike Here’s the Reuters link https://www.reuters.com/business/autos-transportation/mercedes-benz-drivers-n-america-get-access-tesla-superchargers-2024-2023-07-07/

Elon, June 30, 2023: Please advise people to be wary of margin loans. Tesla has always been a high variability stock, often with no obvious rhyme or reason. We are confident about long-term value creation, but cannot control the manic-depressive nature of the stock market.

Dang it. Why do my attachments not show up?

Ruh-roh.

Optimus dining hall.

Interesting thread. My attachments have been hit or miss, so tl;dr Last evening was a stressor for the Texas grid and calls for voluntary conservation were in effect. At around 7 pm a coal plant tripped offline and the system lost 568 MW at the worst possible time (solar cosining out and...

It seemed a weird message. The “saturation” seemed to refer to stationary storage given current Texas energy mix. But as one speaker pointed out, solar is still growing quickly, and additional batteries will be needed in the future. It seems to me that the “saturation” is more a temporary...

As I recall, one of our favorite short-sellers was feeling the Q thesis had been validated at that point, and was going all-in shorting TSLA. Time for a wellness check?