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Recent content by kyzhk

  1. K

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

    the "private" apis have been documented and used by various third party apps for quite some years now. Even if it were not the case, for hackers with some basic minimum skills for the job, it would be quite easy to discover all apis used in the tesla app, granted they may need to first have...
  2. K

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

    For any chemical reactions, the total mass of reactants and products differ by mass given in E=mc^2, where E is the energy released or absorbed into the system during the reactions, and mass is the delta of the total mass of products less that of reactants. The energy stored/released in...
  3. K

    Elon: FSD Beta tweets

    For an alpha version of a software in very limited access (As EM mentioned, only employees + selected few who asked for it) for internal testing, the general expectation is that feedbacks are collected in some internal channels, at least that is how it is supposed to work given my experience...
  4. K

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

    I am guessing it's only talking about locally manufactured heat pumps. The criteria set by DOE have long been met by foreign heat pump manufacturers like Daikin, fujitsu, mitsubishi and some chinese ones with HSPF > 12.0
  5. K

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

    EM is engineering minded. In engineering terms, something is basically zero when: valuation of fsd + everything else ~= valuation of fsd or equivalently valuation of fsd / (valuation of fsd + everything else) tends toward 1 It just means that the value of FSD is orders of magnitude larger...
  6. K

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

    You need to look at the japanese models. Parents house ~3k sq ft in massachusetts which sees 0F on some days is kept warm @ 69F with a single multi zone hyper heat model heat pump (no aux heat). Though the house was a new build and a lot of attention was paid to air sealing and insulation. So...
  7. K

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

    Don't really see positives here. Legacy detroit will be incentivized to produce PHEV at volume grabbing base credit $4000 + union assembly $4500 + domestic battery $500. a $8500 - $9000 subsidy for making PHEV is basically a handout to legacy impeding the transition to full EV production.
  8. K

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

    There is a scenario where having the legacy automakers going electric can actually slow down the mission. Given that Tesla is able to make a better product from same or less battery than the legacy autos, diverting battery supply to build inferior products will slow down Tesla's production...
  9. K

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

    Thats cherry picking. Everyone can be a good analyst with a collection of random stock picks and justify them being a good analyst if you just remove their underperforming stock ratings after the fact.
  10. K

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    1) induce arbitrary electricity demand through supporting inefficient crypto currency. 2) Increases rate of renewable electricity sources build-out 3) transition cryptos to energy-efficient protocols 4) excess supply forces expensive fossil fuel energy sources to close down 5) accelerates...
  11. K

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

    It is not dilution at the time of share issuance but a dilution of future appreciation (capital gain and dividend included). * if the capital raise was done just for the sake of it without tangible benefit derived from the cash received. Given that EM did comment tesla is already spending money...
  12. K

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

    I think his point is that once his YTD income exceed a certain threshold (at each bracket limit), the additional work he put in makes him less and less i.e. reward for the same work reduces over a tax year (or, marginal cost for getting same amount of "profit" increases)
  13. K

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

    You just have to write the covered calls now and it will be bullish instead.
  14. K

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

    Supposedly if one is successful with the covered call selling game you can go an entire year without assignment - where would share sale designation come into picture in this case?
  15. K

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

    I've asked this before but don't think I got an answer here - do you know what happens in the following example: let's say you have 200 shares with 100 shares that has already reached long term for capital gains purpose, and another 100 shares in short term status. Sell 1 non-qualified covered...