Recent content by ajax

Well, considering the poster says "65.6% of you will love it" and the current US homeownership rate also happens to be 65.6%, I'm guessing a new Powerwall is in the works.

Hmmm, well Gigafactory 1 was originally called "Project Tiger," so maybe the commenter is on to something with the theory that "Project Bobcat" is battery related.

Yeah, my main complaint is the long width of the text box which makes it harder to read.

I swore off margin after the big drop in 2019, but I'm curious, are there any drawbacks to increasing your available margin that way? It seems too good to be true. Thanks!

Mods: As a longtime member (mostly lurker) I'd just like to chime in to say @Fact Checking and @KarenRei are two of the most valuable members on TMC and the quality of discussion dramatically improved when they showed up a few years ago. I beg you to make peace with them.

My brother made this cool Google Doc a while back that updates in real-time: Top 25 Automakers by Market Cap

Thanks for the reminder on the Leaf deposits. That makes for an interesting comparison. According to this article, the Leaf had 19,000 deposits after 1 month which was only 7 months away from the first expected deliveries. The Leaf has averaged about 50,000 units annually over the past few...

While I strongly disagree with your premise that his age is an issue, he's actually ~34 years old according to his marriage announcement last year in the New York Times. I think his already long tenure gives him deep insight into Tesla's operations and is a huge asset that an external hire...

Note that those 8.75 GWh of S & X batteries will be produced in Japan for the foreseeable future.

Yeah, I wish every journalist that bashed Elon over Pravduh would read that article. Even if a journalist isn't being directly influenced, the narrative gets shifted by those that are. That influence gets echoed and amplified in today's 24 hour news cycle by journalists who think they're just...

Great article by Robert F. Kennedy Jr. on his personal experiences with corporate control of the media. Elon Musk and the Corporate Controlled Media

Where did Chamath say that out of curiosity? My google-fu skills have failed me. Was the $12-15 billion needed on top of their expected cash flow?

Looks like there's some new dirt work north of the Gigafactory. It's been a long time since I've seen activity in that area. Any ideas what it could be? My uninformed speculation is that it might be temporary parking/storage to replace the existing capacity that will soon be overtaken by...

Can anyone explain to me why hedge fund managers like Einhorn are taken seriously by the public/media? Here's his recent performance at Greenlight Capital: