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  1. F

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

    I just opened TMC and saw a Tesla ad that said 'vote yes on proposals 3 and 4'.
  2. F

    Tesla BEV Competition Developments

    The only Buick sold in the US that's made in China is the Envision. The Envista and Encore are make in ROK. The Enclave is made in Michigan.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And the people of New Zealand are probably better off. Lower prices, good availability of goods, and the job loss was probably a very small percentage of the work force. Higher tariffs across the board for the US would add only one job per every 300 or 400 people, and the higher inflation...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Someone said that a few weeks ago in this thread, but when I googled I found nothing to support it.
  5. F

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

    Oh good, more royalties for Trevor.
  6. F

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

    FYI a real live Tesla employee showed up at my house today and repaired my solar.
  7. F

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

    I understand Elon's abstention from the vote on his pay, but why abstain from the vote on changing the state of incorporation?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla's public image, along with the perceived prospects for EV's in the US, were harmed by the supercharger fiasco, which Elon belatedly and only partially addressed in today's tweet. A PR department could have been on top of this and limited the damage.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Eliminating the lithium refinery? Google turns up nothing on that. Are you referring to another lithium project?
  10. F

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

    I doubt this is the reason for the supercharger layoffs, but if it is that's Elon's fault. He signed with GM, Ford and others without requiring investment in the network.
  11. F

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

    Did someone on the call say that, or is this an assumption?
  12. F

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

    Education of consumers is not a useful approach. 'Just more BS.' The hard fact of a better battery warranty (10 years/200,000 miles and transferable to the next owner?) would be helpful IMO.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Same problem in the US. Self driving buses seem like a significant challenge for a market that's a tiny % of cars, and Elon doesn't believe in fixed route public transport, and I anticipate lots of harassment for self driving buses from pedestrians and motorists, at least in the US. Maybe...
  14. F

    Tesla Energy and utility scale projects

    And the supervisor of the Tesla crew at my house moaned about the weight of the old Powerwalls. I wish they'd sell 50 and 100 kWh home batteries that sit on a concrete pad and are brought in with a forklift.
  15. F

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

    I've wondered for a long time whether autopilot gives horse and buggies enough room when passing. And three lane roads with passing not allowed in either direction (common here): will autopilot use the center lane to pass a buggy? All human drivers do that even though it's not legal. I've...
  16. F

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

    Yes and it's interesting, but it's the software that matters. If they have the software, they could use modified Y's as RT's and do fine. Without the software, the RT prototype is just a future museum piece. The RT prototype is just the magician's attractive assistant, it seems to me. But if...
  17. F

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

    Jim Farley's announcement said Ford will: - Postpone the new Lightning (I read elsewhere it might get a new name) from late 2025 to 2026. This isn't a long delay, and given that this is a all-new vehicle to be built in a new factory campus now under construction, delay isn't a big surprise. -...
  18. F

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

    How many people know about the POS tax credit?
  19. F

    ALL CyberTruck discussion

    Of course if you want FSD, your price will be higher than $80,000.
  20. F

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

    I believe the CT will have a market for years, but I'm not sure it will break out of niche player status. A more compact pickup could be a big player around the world. I expect to buy one if Tesla offers me a dual motor CT for $79,900 (even though my relatives are already disgusted that I...
  21. F

    Western Road Trip in a Model 3

    All good except maybe for the part about the bikes. I don't know how old you are. Long ago I was an avid cyclist. Last summer my nephew, trying to be helpful, got me to try an e-bike. Afterwards I decided to let this go out of fear of injury. Since them a relative, about my age, crashed her...
  22. F

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

    I owned a 2013 Ford Focus Electric, a BEV made in the US 2012-2018. It drove well and I liked it except for the 76 mile EPA range, higher the last couple of years. Made in small quantities on the same assembly line as gas Focuses. Early on they had a problem with unexpectedly going dead...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Well, remember Elon's advice to Rivian: get the first plant working before you start on the second. The unboxed Model 2 is sufficiently new and different that this might apply. Hopefully they are moving forward with supporting infrastructure for the Monterrey factory.
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    ALL CyberTruck discussion

    Because of price or because of hope for improvements?
  25. F

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

    You started celebrating two days early?
  26. F

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

    Polestar has cut the US price of the 3 by $10,500 to $74,800 including destination. Imported from China, will later be built in South Carolina. Deliveries to start 2Q24 per Polestar. No tax credit, of course. I recall their CEO saying they wouldn't follow Tesla's lead with price cuts...
  27. F

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

    Does the EU have a treaty that prevents a tariff on imported Chinese cars?
  28. F

    TE app doesn't include car charging

    My Tesla solar was installed September 2021. No Powerwalls. The usage info on my app doesn't include the car charger, which is on a separate circuit on the panel but there's only one electric meter. Right now the car is charging at 7 kW but the app shows the whole house is using 2.4 kW, all...
  29. F

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

    Tesla chose to build the megapack factory in Lathrop, CA, and they've been spending $ to upgrade Fremont, so apparently ending CA manufacturing is not on Elon's list. Also moving Fremont auto manufacturing to TX would increase the distance from battery production in NV. And Tesla recently...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    GM has cancelled its plan to replace ICE vans with EV's for 2026. They also canceled their electric compact pickup. They still make the BrightDrop electric vans in small numbers (497 sales in 4Q23). https://www.autoweek.com/news/a46869879/gm-chevy-silverado-gmc-sierra-phevs-coming-to-market/
  31. F

    Brown Metallic Paint Question

    Does your S have supercharger capability?
  32. F

    Brown Metallic Paint Question

    It's been said before, but Tesla's original colors were the best. In 2013 I could have strained and spent $60,000 to buy a Model S with 160 mile range or $41,000 to buy a Focus Electric with 76 miles range, both eligible for $7500 US tax credit. I regret that I opted for the latter. One...
  33. F

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

    What company are you referring to?
  34. F

    ALL CyberTruck discussion

    Is there info on how much it adds to electricity usage to park and charge an EV outside year-round in a four season climate vs. a garage? I've had bad experiences with rodent damage on ICE vehicles parked in my driveway. I wonder if an EV would fare worse due to battery heat when charging...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Computer match with camera images to ID suspects is illegal in SF.
  36. F

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

    IMO FSD won't affect TSLA until it's level 5. Because of the long history and because few people understand V12, FSD will have to be actually in place and driving while everyone in the car naps or works on their laptop before it will make a difference to TSLA. Or maybe level 4 will be a...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The answer might be that he's discouraged, but success is still a possibility and he's not prepared to let it go. And the $500 million is over five years. And they have to employ people in NYS to do something or pay big bux to the state.
  38. F

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

    I was happy when Tesla changed European supply from Fremont to Shanghai and finally I no longer had to read Europeans complaining about the build quality of their cars. Are you sure you want American cars again?
  39. F

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

    This afternoon when I read that Tesla is now offering POS US tax credits, I leaped off my chair and drove to the local Tesla store and bought a LR Y. Although I'd seen $5,000 discounts before on LR Y's, today was the first time I saw this on LR Y's with no options. So a great EV at a great...
  40. F

    New Englanders -- check in!

    I hope you have several years of happy ownership.
  41. F

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

    I never before saw the discounts of up to $5,000 Tesla is offering on new non-demo Y LR's in PA.
  42. F

    Pic of your Model 3.......RIGHT NOW! [model 3 pictures thread]

    When you look like that, it's OK to be late.
  43. F

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

    They haven't started building the high-volume production factory, and they need the 4680's they can make for the CT (although if the eight Austin production lines are on-line by the end of the year, they might finally be cranking them out). But hopefully this will be a good prediction for 2025.
  44. F

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

    This was on the Op-Ed page. It was his opinion, not endorsed by the NYT.
  45. F

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

    The good old days are now. The future might be dystopian.
  46. F

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

    Sweden is a good choice for a European factory site. Educated and stable work force, stable government, commitment on climate change, companies and management experienced with international commerce, good infrastructure. Sweden doesn't have the parts suppliers that Germany does, but Germany is...
  47. F

    Pic of your Model 3.......RIGHT NOW! [model 3 pictures thread]

    I thought it looked like it was parked at an angle on a wide road to get this shot. Maybe it was moving.
  48. F

    Pic of your Model 3.......RIGHT NOW! [model 3 pictures thread]

    Nice, but is this the pre-crash photo?