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Recent content by jkirkwood001

  1. jkirkwood001

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

    They just need one national jurisdiction (e.g. Norway, Canada, etc.) to approve FSD to generate data that does it crashes less and saves more lives than humans. NHTSA and other jurisdictions will follow, traffic variations notwithstanding.
  2. jkirkwood001

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

    Yeah, the other barrier to people choosing a robotaxi over a bus, as Elon said is a bus carries ~5x more people per lane-space than a car. Where are all the single-user robotaxis going to fit on the roads?? My lay partner pointed this out when I was glowing about the earnings call. Seems like...
  3. jkirkwood001

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

    C'mon! I don't agree with all the whining about this call! (Waaah no Cybertruck! Waaah no Model 2! Waaah no Roadster!) Okay, as a Tesla enthusiast, ii get it. But as an investor (what's this forum called again?) they are basically saying "in 2022 we're going to focus production on making more...
  4. jkirkwood001

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

    Such great numbers. The company is growing 50% / year, but profit is growing 100% / year. Incredible... edit: WHILE they're building 2 new factories that may ~triple production.
  5. jkirkwood001

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

    Drew (?): "4680 in [pre-production] cars. I drove one in Austin today. It's awesome."
  6. jkirkwood001

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

    It'll be interesting when anyone does stats on FTEs per vehicle between legacy Fremont and optimized Shanghai (and after ramp, Austin and Berlin). Of course, financially-speaking, 1 US FTE != 1 China FTE, so labour cost per vehicle is a different metric (I guess without a union, we don't...
  7. jkirkwood001

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

    We get along well, @StealthP3D , but I think you owe @tivoboy an apology. Not about being right or wrong - we're all guessing, right? - but because you insulted him for even suggesting the SP was going a lot lower. Let's keep it friendly. A simple disagree is fine.
  8. jkirkwood001

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

    So close! Shoulda checked with @SOULPEDL first...? Good luck on your Limit Order (mine from yesterday was way less gutsy at 991!)
  9. jkirkwood001

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

    Not sure if this was posted already: Teslarati: "Another Tesla Model Y body with apparent space for structural battery sighted in Giga Texas" News on the 26th..? https://www.teslarati.com/tesla-model-y-body-4680-structural-battery-new-giga-texas-video/
  10. jkirkwood001

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

    ARK Invest's Monthly mARKet Update Webinar on now with Cathie: https://ark-invest.zoom.us/w/91794885771?tk=JymFTrbvuE-QQxuSPfAdMfEaAivewza5UCA-a5R6OIw.DQMAAAAVX2bMixZPbGkyZEI5X1JUQ08xLWdSRzBqVTF3AAAAAAAAAAAAAAAAAAAAAAAAAAAAAA Special guest Nancy Lazar, old friend of Cathie's, is currently...
  11. jkirkwood001

    how much mileage do you lose if you remove the aero wheel cover?

    I have driven with the Tesla caps only since the start (I think the M3 Aero covers are hideous, although I like the new MY ones much better). I drive in Canada (winters down to -30 C / -22 F) and find I attain the same driving range as Tesla's planner suggests depending on my speed. So I think...
  12. jkirkwood001

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

    I like to think the stock market is, more or less ⅓ fundamentals (revenue, cash flow, strategic leadership, etc.) ⅓ luck (good or bad, paradigm shift, black swan, interest rates, "wait - who got hit by a bus?!?", etc.) ⅓ emotion ("I have a feeling the stock is going to 1,400, and I'm pretty...
  13. jkirkwood001

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

    Wow, gm. Wow Mary "you did it", those numbers are horrible. Even if the Silverado EV turns out great, will you live that long to see it?
  14. jkirkwood001

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

    Hmm, three upvotes from Brits, all others voted down. Please let's stop with the geopolitical pissing matches.
  15. jkirkwood001

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

    The SP down 9.3% in two days, GM and Ford getting praised for extra-gaseous vaporware, no new posts in a full hour... clearly everyone's consoling themselves with an extra shot of their favourite escape beverage!

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