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Recent content by Tim

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    New Owner greeting + Tire/wheel help (again, I'm sorry!)

    You rang?!! CrossClimate 2s in MN.
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    Solar panels charging 3 while camping?

    Sure. This is possible. 10 flexible 160w solar panels are probably the lightest option. You'll need probably 200-400ah(2-4 car battery sized) lifepo4 batteries, beefy solar charger and a 2kw inverter. All of that will set you back a few grand and will kind of be a pain to setup, but it should...
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    Service and communication (out of main)

    I don't login here much, but I've been around tmc and tesla since the beginning. I find that one of the best metrics for growth is volume of customer complaints. I'm very happy that the volume or the fervor regarding this hasn't changed over the years. Also, JRP3, keep up the good work...
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    Tesla BEV Competition Developments

    I agree. While the recent price cuts have caused quite a bit of teeth gnashing on this board, I was really happy with the move. My biggest worry for Tesla organizationally was that they wouldn't be willing to disrupt themselves, but that hasn't turned out to be the case. Very difficult...
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    Tesla BEV Competition Developments

    During the last cc, Elon was asked specifically about the price differential between ice and EV powertrains. This was his answer, " The - that said, in terms of initial cost of acquisition, I think it's probably - this is just off the top of my head, not a calculated number, probably on the...
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    Deloitte: Automakers may have completely overestimated how many people want electric cars

    I always thought this is such a super silly argument. Installing power outlets where people park is trivially easy and super cheap. Its super easy to legislate this problem away by requiring landlords make the upgrade. Additionally renters have choices in where they live, choices where they...
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    Tesla BEV Competition Developments

    Or they could just choose option C and copy the successful stuff Tesla does and skip the rest. Listen, the point is that in a fully competitive market the terminal price for a product will approach it's costs. Whether that happens 10 years from now or in 6 months is irrelevant. Knowing...
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    Tesla BEV Competition Developments

    Sorry, just saw this reply. I don't get what is so hilarious about my statement. Your comment reminds me of the scorn some mit aeronautical professor showed for Elon when he casually said that electric planes were certainly possible. It definitely comes from the same place. What is...
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    Shorting Oil, Hedging Tesla

    Continuing subsidies for inefficient and environmentally destructive activities isn't productive imo. Only 1% of the u.s. is involved in agriculture and only 10% are rural. Rural lifestyles exist in the u.s. today only because of huge welfare payments by the other 90%. This is nothing new...
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    Tesla BEV Competition Developments

    Yeah, it was back in June. Also, current spot cobalt price is half what it was then and nickel is down about 25% so I think elons estimates are likely conservative. I think your pack level cost estimates are probably accurate. Imo we're at the point wrt Tesla where pack costs are likely...
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    Tesla heat pump / HVAC (non auto)

    Slinger rings work great, but can be noisy as hell. Modern window acs have eers approaching the best mini splits and variable flow central acs because of them.
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    General Discussion: 2018 Investor Roundtable

    I would argue that this is not only an inconsequential risk, but a symptom of Tesla's rapid expansion and a positive indicator for future success. Tesla's willingness to push out unfinished products(or rather mvp) and intentionally grow at a pace that stresses their distribution and support...
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    Valuation

    That's terrific. I missed this earlier. What a comically bad prediction from the esteemed professor. Revenue next year could easily be $30 billion just from debottlenecking Fremont and the new battery lines at Sparks. The model Y and Shanghai plants will likely double that again. Much...
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    Tesla Pickup Investor Thread

    While the rationale for the EPAs modifications to Cafe are nonsensical, I believe they are a boon to Tesla. The alternative regulatory regimes available to the states who wish to incent fuel economy involve variable tax and rebate structures to modify consumer behavior. Unlike CAFE, these...
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    EV Market Share