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  1. Knightshade

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

    He literally posted it attached to a call for people to apply for the tesla legal team my dude. Then uses we not I in the sentence about settling. Trying to claim the commitment has nothing to do with Tesla is.... not a sound reading of anything he wrote. Not remotely. Agreed. You're...
  2. Knightshade

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

    I mean, not as funny as the mental gymnastics people will do to pretend what Elon said is some 69d chess thing instead of just accepting the literal meaning of his words. He said that in direct follow up to a tweet about Teslas legal team not his personal one. And in that direct follow-up he...
  3. Knightshade

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

    I think it should be perceived that way given Elon told us Tesla will never settle an unjust case.
  4. Knightshade

    Wiki Selling TSLA Options - Be the House

    How was it never early assigned? At a glance this was ITM briefly in AM today, and closed the week ITM as recently as ~4 weeks ago, then again twice in the previous 3 months, and prior to ~early feb would've been deeply ITM for years?
  5. Knightshade

    Acceleration Boost at High Speeds

    FWIW north of ~70mph even a Performance of the same year won't be appreciably quicker than a Boosted AWD. The refresh 2024 performance model however appears to be significantly quicker than the outgoing one, especially at higher speeds... the gap between old P and new P keeps growing all the...
  6. Knightshade

    Tesla BEV Competition Developments

    More like VinSLOW amirite? https://www.wral.com/story/report-vinfast-ev-plant-delayed-further-in-chatham-county/21455941/
  7. Knightshade

    Model 3 Highland Performance/Plaid Speculation [Car announced 04.23.2024]

    A 2018 Model 3 would be panasonic/nevada 2170s 18650, but from Japan, not China-- always have been and still are (which is why the X can get the $7500 tax credit if it's under 80k) 2170 and 18650 are physical form factor of cells. NMC NCA, LFP, are battery chemistries, so they will all...
  8. Knightshade

    Wiki Selling TSLA Options - Be the House

    I mean, he has a massive amount already worth of shares he can sell for cash any time he wants (it used to be more-- before he dumped a ton of them for cash....)... so telling us the SPECIFIC shares from the comp package must be held for 5 years isn't really useful info for preventing anything...
  9. Knightshade

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

    It won't. There's no "recused" vote- it's just wording in the proxy around board decisions (hinting at your distinction, but not relevant to the actual vote). They are abstaining in the actual vote. What abstain means for each vote is also spelled out in the proxy (and I cited some of it)---...
  10. Knightshade

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

    They're both abstaining for both-- presumably because of perception that vote is ALSO about his compensation Official reasoning in the proxy also include: (2) Mr. Musk and Kimbal Musk be recused from the Board’s deliberations and vote on this matter because of Mr. Musk’s prior posts on X about...
  11. Knightshade

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

    Not to mention Elon and Kimball are abstaining from that vote as well as the compensation one), removing 13ish percent of shares outstanding that would otherwise be on the yes side (abstaining is a no for this purpose) The comp vote is even weirder because there are three different standards it...
  12. Knightshade

    Blog Boring Company Opens Vegas Loop

    Well, first- I appreciate the added detail-- but the article is not wrong. Even your own link says there's a "coming soon" sign--- meaning the actual claim in the article- that only Resorts World has an open passenger station outside LVCC, is correct. Westgate might have one any minute though...
  13. Knightshade

    Blog Boring Company Opens Vegas Loop

    Yes, I mean a place for actual people to actually use the system- pick up and drop off- not just a raw tunnel. Currently Resorts world is the only one that exists outside LVCC despite there being several raw tunnels other places (including the one at Virgin that's not even connected to anything...
  14. Knightshade

    Blog Boring Company Opens Vegas Loop

    The tunnel reached there- there's no passenger station and it's not connected to any other stop though... They also have tunnels (with no passenger station) at Wynn and Encore/Westgate.... Only resorts world has a passenger station outside the LVCC stops.
  15. Knightshade

    Wiki Selling TSLA Options - Be the House

    I'm not sure under what legal theory Tesla even could try and overturn a state chancery court decision in their state of incorporation by going to another state. Even if they move to Texas it doesn't retroactively change what happened when they were incorporated in Delaware.... If you lose a...
  16. Knightshade

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

    I'm seeing BOTH these claims: Teslas system can be licensed easily to everyone since it's not vehicle specific- they don't need tons of data from the specific model to make it work on it. AND The only reason it hasn't launched on Semi or CT is it's vehicle specific and they need a bunch of...
  17. Knightshade

    Blog Boring Company Opens Vegas Loop

    I mean, the # of cars you can put in the tunnel is the same--- but the # actually moving through it will be lower unless you add more cars given you're adding minutes, on both ends of the trip, to each car when it's NOT in the tunnel- This makes airport trips different from normal point to point...
  18. Knightshade

    Blog Boring Company Opens Vegas Loop

    FWIW I have, a fair bit... the monorail was supposed to solve that almost 20 years ago but the extension there never got built-- I agree connecting to the airport is the killer app, but TBCs a long way off from getting there either at current dig rate.... you're also going to have slower run...
  19. Knightshade

    Model 3 Highland Performance/Plaid Speculation [Car announced 04.23.2024]

    Cue the conspiracy folks insisting it's a software limit to not run 10s....
  20. Knightshade

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

    You mean the semi that, like the cybertruck, also lacks FSD today?
  21. Knightshade

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

    He could certainly take a lot of the employees currently doing AI work... (some have already moved from Tesla to x.AI, though Elon told us that was a defensive move where they would have instead moved to OpenAI if he hadn't made them an x.AI offer. And he can of course take any NEW ideas with...
  22. Knightshade

    Wiki Selling TSLA Options - Be the House

    I don't think anybody is licensing a system that's still not finished (ie above L2) and has missed years and years of promises on when it will be. And as Tesla themselves noted on the call, any such a deal when signed would still be years away from actually showing up in a car due to legacy OEM...
  23. Knightshade

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

    Currently available WW data (rather than say, a single week in china) suggests Q2 will also be down, significantly YoY from previous Q2... just not AS down as Q1 was because Fremont appears to have resolved the barely-making-any-3s issues they had in Q1 and the financing incentives are helping...
  24. Knightshade

    Wiki Selling TSLA Options - Be the House

    No, based on guesses from brief looks via drone footage someone speculated it was that much. Actual VIN data says otherwise. This could be a lagging indicator if it's like "Well, guessing at current run rate based on footage today gives a higher number than VIN data that's going to be a week...
  25. Knightshade

    Wiki Selling TSLA Options - Be the House

    That's based on dude guessing from drone footage of parking lots in Texas. Troy is using actual VIN registration data, and it's still sub-1k--- his latest stuff is paid so I'm not gonna be super specific beyond that.
  26. Knightshade

    Tesla BEV Competition Developments

    ...unless I've missed something Vinfast makes their cars in Vietnam, not China. They're building a US factory too, maybe 30ish minutes from where I live.
  27. Knightshade

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

    FWIW that's more of a short stub, unconnected to the rest of the current system presently, though planning to be continued north and eventually meet up with it in the future- More discussion/maps/etc on this here...
  28. Knightshade

    Wiki Selling TSLA Options - Be the House

    Yup though that seems more on the back of Model 3 finally getting back to normal production rate in Fremont, while CT remains below the levels some folks in the other thread seem to think it's at... -and would still be quite substantially down from Q2 last year- the other thing is a 1H total...
  29. Knightshade

    Model 3 Highland Performance/Plaid Speculation [Car announced 04.23.2024]

    Yeah you can see on the chart I've posted a few times the differences are already narrowing after 30, and largely gone after 60... Note that's comparing the pre-Highland P to the LR AWD+ (with boost)... the Highland performance model is still a full 1/10th second quicker 50-60 than the AWD+...
  30. Knightshade

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

    2170s from Nevada 100%-- that's why they all still get the tax credit (and 4680 Ys stopped being produced some while back- a number of posts in here previous claimed the equipment for the structural 4680 packs for Y has been repurposed for other things but I've not personally dug much into...
  31. Knightshade

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

    FWIW- I've agreed with that several times My reply was addressing the guy who claimed the decision had no basis in law whatsoever--that it was just because she has "connections" (entirely unspecified) politically- not that the judge based it in law but applied that law incorrectly (which is...
  32. Knightshade

    Tesla BEV Competition Developments

    This is not true. They are "allowed" and you can buy one today if you want- the Polestar 2. Tariffs are high (and going MUCH higher here in a minute) but they're -allowed- (Obviously they need to pass US standards, and that car does.) There's also a small loophole whereby companies that...
  33. Knightshade

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

    Citation required. A case which was settled before any verdict was handed down... so not sure how that's relevant? Great way to inform everyone you didn't read it. It's almost 200 pages long, and contains 939 footnotes-- a large % of which are direct citations of legal precedents from...
  34. Knightshade

    Wiki Selling TSLA Options - Be the House

    No it's not, it's literally written on the table. I don't "imply" that-- it's literally the case I cited a vegas casino telling you that- and just posted a photo of a roulette table where it's printed right on the table for the players to see. No, it does not. It suggests the house is...
  35. Knightshade

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

    Excellent link- thank you for posting it here... I'd recommend everyone read it as it goes into a fair bit of detail on both history and present practice of the court- including pointing out 2 things debunking some recent claims- First it points out the rules are reviewed/updated annually, so...
  36. Knightshade

    Wiki Selling TSLA Options - Be the House

    Yes, I understand the odds. I'm pointing out what you describe is 2:1, not 3:1. You keep your original bet when you win, and get paid 2x that bet from the house. See also @InTheMiddles excellent post on this in real life. Point remains the same-- Routlette literally shows you on the table...
  37. Knightshade

    Model 3 Highland Performance/Plaid Speculation [Car announced 04.23.2024]

    BTW for those unaware- you can "get" the $7500 tax credit, indirectly, via leasing regardless of your income so if you're over the cap you're still fine (since the credit goes to the leasing company- not you- and they may pass it through in the lease terms).... no option to buy/own the car at...
  38. Knightshade

    Wiki Selling TSLA Options - Be the House

    Nope. https://www.venetianlasvegas.com/casino/table-games/roulette-basic-rules.html Like I said, they spell it out right on the table how terrible the odds are.... Yet still have folks lining up to play.
  39. Knightshade

    Model 3 Highland Performance/Plaid Speculation [Car announced 04.23.2024]

    Updated my spreadsheet thingy... (I know some of the older model stuff is a touch dated, if anyone feels like updating it knock yourself out)- given the lack of a boost option on the LR AWD HIghland, and the fact that after tax credit it's $250 more expensive than the P, didn't seem worth...
  40. Knightshade

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

    In what way, specifically, is that "activist" or "political" against Elon or Tesla? I ask because in looking up the change I not only see no such thing- I see it's primarily just clarifications to bring the existing state rules in alignment with Federal rules of Civil Procedure so that...
  41. Knightshade

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

    That's a really long not-answer, especially to a question I asked someone else entirely. As to your non-response- I was here then-(and years before of course)- and the only thing I recall were folks saying she's the same judge as the twitter case so clearly she hates Elon (despite the fact the...
  42. Knightshade

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

    Do you have any examples of other decisions by the judge that would be considered activist? Because usually I see people use that name for a judge when they don't like one specific decision, having 0 idea whatsoever about any other case they ever decided.... But there's rare instances where...
  43. Knightshade

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

    Why would I? That number confirms what my post (and the one I was replying to) was about-- that Tesla is slowing deployment of new supercharger locations. And it's not like it's the first time Elon told us that either. In fact my post (and the one I was replying to) were specifically about...
  44. Knightshade

    Blog Boring Company Opens Vegas Loop

    I suppose I'd ask why they're still stuck with manual driving, at 35mph max, years after we heard they were working on approvals for much higher speeds and using AP/FSD--- in a state where autonomous driving is already legal on public roads no less--- and in a city that otherwise seems to be...
  45. Knightshade

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

    Ok- but you're still talking pretty huge #s of Nvidia units. https://en.wikipedia.org/wiki/List_of_best-selling_game_consoles Switch is ~141 million PS4+PS5 combined are ~177 million Xbox X/S ~21 million So that's 141 million Nvidia vs 198 million AMD. I wouldn't call those "dwarfing"...
  46. Knightshade

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

    I don't think that's true though. For one- the Switch uses Nvidia chips and outsells the Xbox and Playstation-...
  47. Knightshade

    Wiki Selling TSLA Options - Be the House

    All those giant casinos are built from the $ taken from folks who thought they had a "careful strategy" for gambling. Roulette (barring folks wanting to run a team with computers and lasers and risk felony charges in many though not all jurisdictions) is the dumbest game in the casino. They...
  48. Knightshade

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

    Nice job saying you know nothing about video games without saying you know nothing about video games :) (or Nvidia for that matter) Nvidias video cards in PCs represent over 75% of steam users for example.... and have been the dominant player in PC gaming for years Nvidia is who brought...
  49. Knightshade

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

    No, that's not "the latest" from XPeng. That's a link from late 2023. My story was from Feb 2024. Further, Xpeng themselves has newer info than yours-ALSO from 2024 https://www.xpeng.com/news/018e516120888dc66fae2c9e8e28029d Where they tell you they've rolled it out to all roads in China...
  50. Knightshade

    Wiki Selling TSLA Options - Be the House

    I mean, they "demoed" autonomous driving in the back in black video in 2016. It turned out to be mostly gimmicked/gamed, but it sure was a demo!