Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Recent content by cab

  1. C

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

    Meritocracy? I thought that was a myth - like Bigfoot, the Loch Ness Monster or Fiscally Responsible Government.
  2. C

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

    My wife and I were just discussing this. You are correct. To take it a step further, RoboTaxi really just opens the door to RoboCar => RoboVehicle => RoboTransport. At the "car" level, anything using a car to transport people or goods could then be a candidate for RoboCar consideration. My...
  3. C

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

    VERY good point. The multiple stop challenge is legit. Can it be "worked around"? Yeah, maybe, sometimes, but others would be painful (or impossible) - I'm not going to physically cart a bag of mulch around from one stop to the next. This is one reason I think the initial first "replace car...
  4. C

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

    In any "long wait" scenario the Robo-taxi would not likely hang around for you (and you wouldn't want to pay for that), but (much like an airport) it could hang around for the next fare - imagine a giant Costco parking lot on a Saturday with RTs coming and going (dropping person A off while...
  5. C

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

    Given that, as an investor (or a test if I really am one), I started to think more specifically about Robo-Taxis and how they might really work in my life and the lives of people I know. It is one thing to parrot "it is a gazillion dollar industry!" or "It will never work" - it is another to...
  6. C

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

    I have to admit today's news stories have me more rattled than any day in the last 2+ years....MUCH more so than when I watched the stock plummet to $101 or whatever it was. I'm already well underwater on tsla...this doesn't help.
  7. C

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

    Agree with concerns around the LONG-TIME folks leaving given my experience in corporate America. Sure, occasionally, some dead weight has been hanging around way too long, but more often than not the company is damaged when all of that years long irreplaceable institutional knowledge walks out...
  8. C

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

    Whoa.....Sh*t just got real! Youtubers going nuts in 3....2....1....
  9. C

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

    I tend to agree it will likely be some version of this. I think the general mainstream assumption was that the regular $25K car would be prioritized and deployed followed by the Robotaxi at some point in the future. Indeed, the robotaxi got virtually no press on the last earnings call whereas...
  10. C

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

    The one thing I am wondering about is whether or not the battery will qualify for the $7500 rebate on the $80K truck. I think I read (somewhere on the vast interweb) that Tesla may have imported some of the materials (for anode or cathode). IF that is the case, they may be hoping to have it...
  11. C

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

    I see we are back on the "Elon bad" campaign again (not that we ever really left). Without debating it endlessly, I was impressed with the simple reaction of Lars and Franz toward the end of the Top Gear video (from the launch - see below...should be queued to around 36:29) where the...
  12. C

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

    Did the cars actually FALL into the Red Sea? Ouch...
  13. C

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

    I'm sure this has been discussed at length, but hard to find in our discussion about PHEVs and San Francisco's climate so...we believe P&D will announce tomorrow morning, is that correct?
  14. C

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

    I think the assumed takeaway here was that Volt owners were using 100% of their battery almost every day - a luxury they had because the car would just switch to gas when the battery was exhausted. Conversely, Leaf owners, due to the modest battery size back in the day, would sometimes "not...
  15. C

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

    Given that Elon indicated they are no longer compute constrained, this would seem to make sense.