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Recent content by mutle

  1. mutle

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

    @HambiBleibt is also promoting these Tweets on their feed, it's a group protesting against the destruction of a 10000 year old forest (Hambacher Forst) for coal digging by RWE, which I believe is a legitimate concern, and it's hurting their cause, based on the replies.
  2. mutle

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

    Tesla Q4 2019 Earnings Call (no commentary) (Cleantechnica on YouTube)
  3. mutle

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

    There is quite a difference of scale to the time of Snow Leopard. Updates now roll out to hundreds of millions of devices on the first day, and because of Twitter the visibility into complaints has also increased. Since Tesla staggers the roll out of updates, some bugs can be found while only a...
  4. mutle

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

    VW is currently live streaming their presentation of the new ID cars: The all-new ID. Pre-booking Launch Press-Conference
  5. mutle

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

    The €60k bonus is based on pre-tax (brutto) price, excluding MwSt. And in this case the price seems to be right around €59999.
  6. mutle

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

    Over here (also in Germany) it’s only close to 11.
  7. mutle

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

    That’s a replay from the last FH launch.
  8. mutle

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

    There is some news that a crew dragon capsule had a anomaly during testing, doesn’t seem to have happened on a rocket if I understand it correctly. Chris B - NSF on Twitter
  9. mutle

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

    As someone who has been following Apple for many years I can absolutely believe it. Nikkei always post articles about how supplier sources indicate iPhone production will fall by 50%. Every year. Never happened.
  10. mutle

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

    Great post and I completely agree with your conclusion. A new narrative that is currently emerging is that S and X sales down are a problem for Tesla, because those cars (which you might remember from the good old "Tesla loses money on every car it makes" times) are what was driving Tesla's...
  11. mutle

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

    Yesterday, on a ~2 hour drive (200km, split evenly among Autobahn and local roads) I spotted at least 3 other Model 3 driving. I think one was from Switzerland and all in different colors. Aside from visiting the Tesla service center, I have never seen so many Teslas in such a short time here in...
  12. mutle

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

    Has the EU denied Tesla homologation? Did no one in China pre-order a Tesla? Did Tesla go bankwupt? Because that's most of what I had been hearing from shorts most of the quarter.
  13. mutle

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

    Pretty sure that would only apply to the third month of production. The first two were almost entirely AWD and P for EU and China. Will be interesting to see ASP compared to Q4.
  14. mutle

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

    I got my car on March 7 and haven’t completed the process yet because you have to print out, sign and then scan some documents to finalize and so far I have preferred driving instead. Before I had to apply online and wait for a letter in the mail. I would not expect many people who took delivery...