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Recent content by PeterJA

  1. PeterJA

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

    If "attacking" is asking questions that he won't answer, then I plead guilty.
  2. PeterJA

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

    Except @petit_bateau keeps asserting that competitors offer equivalent products for cheaper. @NicoV helpfully pointed out that the products are not equivalent. This offers important perspective on @petit_bateau's opinion that the sky is falling on Tesla Energy... along with @petit_bateau's use...
  3. PeterJA

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

    You're assuming Tesla has Powerwall inventory that they can't sell. Do you have evidence for that?
  4. PeterJA

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

    The question I ask myself is why you think Tesla can't match or beat competitor pricing for storage products when Tesla needs to, considering their planned scale and manufacturing integration... and why you think the domestic market is "already lost" when it has actually only begun. I don't...
  5. PeterJA

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

    I have not seen any reply from you to someone's objection that Chinese batteries won't dominate grid storage outside China because of national security concerns. Do you have an opinion on that?
  6. PeterJA

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

    As the share price continues bobbing in the toilet, and the media and analysts and burned gamblers continue blathering on and on about dire threats from competition and 5% Fed rates and Elon's terrible tweets, it might cheer up gloomy investors to remember how much we don't know about Tesla's...
  7. PeterJA

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

    This does indeed sound like Gordon Johnson. The fact is a smaller slice of a much bigger pie is more pie. What on Earth are you talking about? Tesla has other engineers besides Elon.
  8. PeterJA

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

    Not quite anyone. I didn't, yet. :) Edit: Or else I was already crazy. Not much change lately.
  9. PeterJA

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

    Are Tesla Energy competitors doing virtual power plants like Tesla is? Do they offer an equivalent to Tesla's Autobidder software? https://electrek.co/2022/09/02/tesla-virtual-power-plant-growing/ https://www.theverge.com/2022/8/29/23326776/tesla-virtual-power-plant-japan-grid-renewable...
  10. PeterJA

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

    And you have FSD Beta 10.x. Version 11 is coming soon. Several competitors in self-driving have already quit. https://www.cnn.com/2022/10/26/business/ford-argo-ai-vw-shut-down/index.html https://www.bloomberg.com/news/features/2022-10-06/even-after-100-billion-self-driving-cars-are-going-nowhere
  11. PeterJA

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

    Okay. Keep your robe and slippers handy. :)
  12. PeterJA

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

    Apologies if this has been posted already. https://www.reuters.com/technology/tesla-china-boss-zhu-promoted-global-role-company-posting-2023-01-03/
  13. PeterJA

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

    Something is definitely up. Joy among Tesla insiders could be from any of several things we can't know about yet: Gen3, Cybertruck, Optimus, Energy products/services, new factories, new battery chemistries, totally new products/services, etc. However, I do know about one breakthrough that is...
  14. PeterJA

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

    Sasha's humor and wisdom cheered me up 3 days ago and is still relevant.