Companies that are obsessed with fighting shorts almost always have something to hide. I ‘m glad the Tesla board have better things to do with their time.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Companies that are obsessed with fighting shorts almost always have something to hide. I ‘m glad the Tesla board have better things to do with their time.
I'll wait for Dan O'Dowd videos testing FSD v12.2
If Dan starts using CGI in despair to show the car crashing into other stuff, then I'm convinced that Tesla has solved FSD
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I think we should be aware that we are not at all representative of the average car buyer in terms of wealth - most peoples´ decision to buy a car depends on whether they can afford it (my parents have only bought used cars until they retired) and it moves them from A to B, not whether it moves their heart. Here on the other hand, it is not unusual that someone would get a cyber truck in addition to whatever Tesla they have already just because it is cool.
Buckminster
Well-Known Member
HW4 & HW5 Discussion V12 on HW4 early
FSD V12 (end to end AI) Outside the garden wall
HW4 & HW5 Discussion Investor crazies only
FSD V12 (end to end AI) Outside the garden wall
HW4 & HW5 Discussion Investor crazies only
An interesting piece in a Norwegian newspaper:
The headline is: Can anyone dethrone Tesla Model Y in 2024?
They then asked four motor journalists four questions:
1) Do you think Tesla Model Y will be pushed off the sales top in 2024?
They all answer no. But they believe it won't be as far ahead.
2) How much of the market will the Model Y take this year?
Their answers range from 13-20% - depending on interest campaigns and price reductions. (TMY got almost 20% in 2023).
3) Will the Model Y get an upgrade and a facelift some time this year? And what impact can that have?
Maybe. It depends. Model 3 Highland did not take off. Perhaps people prefer SUVs. It may also osborne the current Y.
Exixting Model Ys will still be popular as a preowned car.
4) For those looking for a smaller and cheaper EV in 2024: What should you look for?
Volvo EX30 has lot's of preorders. It's twin Zeekr X is interesting.
Source may be paywalled: Kan noen vippe Tesla Model Y ned fra salgstronen i år? Ekspertene er ikke i tvil.
The headline is: Can anyone dethrone Tesla Model Y in 2024?
They then asked four motor journalists four questions:
1) Do you think Tesla Model Y will be pushed off the sales top in 2024?
They all answer no. But they believe it won't be as far ahead.
2) How much of the market will the Model Y take this year?
Their answers range from 13-20% - depending on interest campaigns and price reductions. (TMY got almost 20% in 2023).
3) Will the Model Y get an upgrade and a facelift some time this year? And what impact can that have?
Maybe. It depends. Model 3 Highland did not take off. Perhaps people prefer SUVs. It may also osborne the current Y.
Exixting Model Ys will still be popular as a preowned car.
4) For those looking for a smaller and cheaper EV in 2024: What should you look for?
Volvo EX30 has lot's of preorders. It's twin Zeekr X is interesting.
Source may be paywalled: Kan noen vippe Tesla Model Y ned fra salgstronen i år? Ekspertene er ikke i tvil.
I watched the shorter video and I wasn't able to glean any information from it. The drive looks smooth, but there is no commentary.
Looking forward to Dirty Tesla's videos on it.
If you want info, I found that Omar has been posting like crazy on X. I'll post a few of the ones that are significant.
One quibble. The lower the price the greater the need for Higher, not lower, quality components. Specifically in high volume weight is the single greatest factor. The lower the weight the less costly are all powertrain components, including suspension, and the smaller the power required. Manufacturing efficiency becomes even more crucial with lesser price and weight.
Somehow when we think of those we also have trouble understand how reduced part count serves that same lighter weight/cheaper to build paradigm.
Whatever Gen3 brings we should understand how much advance is happening in Model 3, Model Y, Cybertruck and, perhaps most importantly, the product we car mavens so blithely ignore, Megapack. Just look at the specifications:
Megapack | Tesla
The future of renewable energy relies on large-scale energy storage. Learn more about how Megapack is helping to stabilize the grid, preventing outages and strengthening our sustainable energy infrastructure.
For all the carping about cars, this one is rapidly growing and will be larger than cars before 2030. These also can use much cheaper cells because reliability is vastly more important than is energy or power density. These install in ~90 days while the nearest gas-turbine peaked competitor takes ~two years.
Gen 3 is important. Clearly consumers have brought us TSLA. Important, yes, the major story today, no!
Today it is charging infrastructure (Tesla builds that, don’t they?/s), stationary storage and grid services.
Please cover vehicles, but realize ‘Motors’ is in our forum name, NOT Tesla’s! Somehow we forgot the name was changed.
And for those who say Omar is just a cheerleader
The other scenario, which probably applies to a lot of posters here who bought TSLA pre-2020, you invest $100k, you "get lucky" and the stock you bought goes ballistic and you have $2m capital to work with
I think then there's also a very good case for selling very, very OTM calls and puts. Making a 5% annual return is pretty easy with TSLA option, 10% I would say I can do in my sleep...
Jock culture vs nerd culture.
cliff harris
Member
Speed is limited to 60 in heavy rain in V11, so no real change (it's not all that safe to be driving faster than 60 in really heavy rain anyway). He also drives with no hands on the wheel, so red hands are to be expected.
I read that as integrated circuits and power switching devices in general, not microprocessors in the context of supply chain required to add electronics manufacturing to India.
The Accountant
Active Member
I recently drove from CT to Savannah GA (on my way to FL) a few weeks ago during the torrential rain that hit the US eastern seaboard.
I was on FSD most of the way and my speed was limited at times during heavy downpours.
This was a good thing and the safe thing for FSD to do. In about 1 hour of heavy rain, I saw two separate single car accidents apparently from cars travelling too fast for the road conditions.
Oh boy and Ben Shapiro is telling him not to worry about Climate Change because people in Miami can just sell property when the city is flooded.
BEVs use a lot more chips than ICE but 2,000 is a stretch. More like 1000 including discrete components which is still a heck of a lot.
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