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Recent content by Captkerosene

  1. Captkerosene

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

    So, what could this mean for the future structure of Tesla? One possible outcome would be the split of Tesla into two companies. All of the units discussed above (energy, Supercharger, insurance etc.) combined with the auto business separated from the FSD/AI/Robotics business. A couple things...
  2. Captkerosene

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

    I posted this on a Berkshire Hathaway board: Musk recently said on X that WEB should invest in Tesla. Comments like this from Musk should be taken seriously. Remember the "Should I buy Twitter" statement. I put this in the same category, kind of an invitation. In the past whenever anyone has...
  3. Captkerosene

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

    I've been driving a CT for a few days now. I can honestly say that it's a spectacular vehicle. Tesla hasn't lost its touch for making superior products.
  4. Captkerosene

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

    The guy Elon is publicly meeting with (Li Qiang) is the recently appointed head of the govt. The #2 guy in China.
  5. Captkerosene

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

    Maybe in a year or two. People seem to think it's zero cost for Tesla to provide ADAS and FSD. We've already spent like 10B on this and are spending Billions more each year. It will be expensive to maintain the systems and improve performance. I'm not a fan of collecting a check once and having...
  6. Captkerosene

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

    Just to play devil's advocate here: Billionaires don't like their CEOs involving themselves in distractions that cost them hundreds of millions of dollars. Tit for Tat, you cost me, I cost you ... now how does it feel?
  7. Captkerosene

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

    How about ALL cars get FSD. ALL new cars going forward pay $50/mo mandatory subscription for updating and maintenance. We make it up by bundling the cost of FSD in with the original purchase price. We're giving people the option of not taking FSD ... which is a mistake. Do car companies give...
  8. Captkerosene

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

    No problem with 50 "I have a friend" who hates Elon posts but you find this picture objectionable? You don't think there are some potential Tesla customers in this picture?
  9. Captkerosene

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

    My take is that he's cleaning house on the 4680 to get new blood in there and get it fixed. We need the 4680 to scale fast. Remember the guy that left not too long ago that said we were doing the DBE wrong? Maybe he was right.
  10. Captkerosene

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

    I'm pretty sure they won't announce the Not-the-Model-2 on 8/8. RT beats NTM2 in every way: - pent up demand for 100 million RT units - RT replaces 5X the number of ice cars - RT 10X more profitable for Tesla - important to be first to market with RT for competitive reasons - suck the oxygen...
  11. Captkerosene

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

    Did you get FSD? Why not if no. How much did you save by no FSD. Seems like used M3 with FSD are a good bargain now. 25K? Maybe even MS with dead battery is worth 12K for the FSD transfer.
  12. Captkerosene

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

    The crowd yells, "Elon we're scared. Take the safer route!" You gotta burn the ships. Only way forward is FSD/Robotaxi. (Of course Elon can reverse course later on if necessary, but that's not the message you want out there.)
  13. Captkerosene

    Off topic galore

    Exactly wrong. Spout your commie nonsense somewhere else.
  14. Captkerosene

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

    "Problematic car rally." A primer on effective public relations. 😃