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Recent content by kbeckley

  1. kbeckley

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

    I have no idea if it is good idea to move the incorporation to Texas but if Elon had put anyplace (eg, Hawaii, Albania, Mars) in this question it would have gotten more than 50% yes. You know, 'for the lols'. Should he not be asking shareholders and not the general public? Again moving to...
  2. kbeckley

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

    Since the number of posts has quieted....:rolleyes: The biggest thing I loved about the reveal was the V2H (vehicle to home) or V2V (vehicle to vehicle) capability. Finally! This will allow every Tesla home to be much more resilient. Not sure how appreciated this V2H or V2G(rid) will be as...
  3. kbeckley

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

    After trading hours notes from a 'Go Electric Event' held on the weekend (3rd year running) A local group I belong to hosted a 'Go Electric' event this weekend. While EVs were a focus we also had select manufacturers representing e-bikes, roof-top solar with backup power, battery construction...
  4. kbeckley

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

    After hours question. (...perhaps there is another thread but I only read this one...) Anyone care to opine on why "The Cybertruck is a hard car to make because it's such a radically new design you can't just use conventional methods of manufacturing"? I guess I have not understood the...
  5. kbeckley

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

    Yep 100% true. In the case I know about it was all spelled out clearly (although the Tesla reps had no idea about why there was no buy out). I just don't like the policy if it costs sales of non-production limited models (which I think the S and X are these days?).
  6. kbeckley

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

    Yep I think this is about right but it is costing them sales and in particular I'm not sure that S and X are destined for the robotaxi fleet. 'Robo-premium' going to be a thing? Having said that the Tesla folks should be able to articulate that this is the reason for the Tesla policy. Not "I...
  7. kbeckley

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

    Hey. Does anyone know why Tesla (in Canada at least) does not offer leases with buyouts? Seems nuts. Everyone else does. I have a very good friend who is looking to trade in their 2013 S for a full on Plaid but wants a 'proper' lease (one with a buyout). No one at Tesla seems to be able to...
  8. kbeckley

    Off topic galore

    Obvious joke is that the Boring company and Spacex have been joined.
  9. kbeckley

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

    Lots of back and forth here about pricing and strategy new models etc. I think Tesla has been very clear about it. 4 pillars: 1. They will continue to move prices up or down to ensure factories are running at peak but wait times are reasonable. 2. They will aggressively expand production...
  10. kbeckley

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

    Musings on 2 EV show weekends. I have spent the last 2 weekends pushing some EV goodness at two different events in southern Ontario. Here are some observations. Background: Each event was organized by a local group of enthusiasts who come from a sustainability/get off fossil fuels...
  11. kbeckley

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

    A few technical wows in the cell phone to satellite announcement. Will have to do the math on the received power at a satellite 500km up from a cell phone, but will be so tiny. And the transmitter needs to continuously adjust the frequency of the phased array (which is fancy way to do beam...
  12. kbeckley

    Introducing the Official TMC Native iOS and Android Apps

    Thanks!! I figured there was some spot. Only issue now is that takes me to he first message in the thread not my the oldest unread message. I would only be bookmarking threads I intend to return to therefore would want to see the oldest unread message.
  13. kbeckley

    Introducing the Official TMC Native iOS and Android Apps

    I downloaded the app with excitement and will mention 2 items that I have not figured out. 1. When visiting TMC via a browser whenever I visit the thread that I go to a lot it takes me to the first unread message. Wildly hand feature. The app does not appear to do this. I always go to the...
  14. kbeckley

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

    The Oil Drum got me into Tesla in 2006. One if its alumnus, Chris Nelder, has by far and away the best podcast on the energy transition. Every podcast is deep dive, so not for everyone. The podcast is the 'Energy Transition Show'. There is an annual fee.
  15. kbeckley

    How Tesla Reinvented Driving for Us - TMC Podcast #1

    Would really have liked to have more of an introduction about who the hosts were (other than their names) and what they would be bringing to the podcast. I have been on TMC forever but don't really know a lot of other users except by their usernames. There are tons of knowledgeable folks on...