Recent content by DrKenneth

The whole "if you use your right as a customer to return a faulty car, you will get banned from getting a new one" seems really abusive and wrong. I mean sure, if there is not even a pretence for a reason or this your third return then fine but first car and straight to the shop for days... I...

Given the timing, Tesla could have serious difficulty with the end of quarter delivery push.

I didn't quite understand the markets response to the Q4 numbers. YoY was flat. The price had gone up by alot which implied high expectations, yet the response implies that this was a better than expected report. So I don't quite understand how the expectations are high and low at the same time...

Guys, Im having to live with you seeing you all get rich! Pretty wild. Short squeeze in effect. If I had stock I would be selling at the first sight of weakness. And yes this is a recommendation from the guy who sold at 350 so you know it is good advice :).

No plan B. Tesla did not rally before (and certainly not after) autonomy day so battery day doesn't worry me. I'll just have to live with seeing you all get rich :). I think the current valuation is too high to justify holding. Of course if Tesla grew into it's price then Ill reconsider but that...

I sold recently at 349, which in hindsight was a bit early but it was my plan when I got in at 220 and 240. I'll stay out until we are well into Q1 again. I think the tail winds of Q4 will have turned by then along with the less favorable seasonality and sentiment will probably go down with them.

How often does the debris hit the the driver or passenger side windows? Much safer having a way to get in or out when the doors are disabled than having little bit of bullet resistance when your drug deal goes bad.

Let me ask you this: why is cloud computing becoming so popular among SaaS companies? I ask because the the premise is similar and the answer demonstrates why you are wrong. It not to save money. Its because: It allows exchanging CAPEX for OPEX Flexibility. Less demand? No problem. More...

Why? Nickel is plentiful. Tesla mining it seems quite stupid to me. All that cash sunk into something so far from their core business and adding so little value... I think that Galis point is that if you are going start mining then of all minerals and metals used in batteries why nickel...

I actually did some back of a napkin math with this. 72 GWh equals about 45 million liters of fuel assuming 5 miles/kWh and 30MPG. Thats about 18 olympic swimming pools. That sounds impressive but then I converted it to gas station equilevants. An average gas stations sells about 3 million...

Them continuing to grow despite a trade war has nothing to do with whether a trade war with China is good for Tesla.

That was long! I think the robotaxi network model is honestly a bit silly. Some questions/comments: Are you assuming that a Tesla car would only be allowed on the Tesla network and not any other? If you do then I would assume that plan will be illegal due to it being anti-competitive. Kind of...

Maybe I wrote that a bit poorly. I meant exactly what you said, the factory was already up and running and it still took 6 months to get going. Now they are still building the factory and want to get meaningful production in the same timeline: by the end of the year. I don't think they will. I...

Last time was hubris but this time it is different and you can't see how things could go wrong? I think the lesson with Tesla is that things going as expected is unexpected. Given that last time there were strategic risks and you don't see them now, did you point them out last time? My point...

I believe you left out tomatoes, sport massages and dwarven chain mail armor...