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Recent content by waterloo42

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

    They've published a revised PDF with the correct headline: Tesla Model 3 Is Best Selling Car in California New Vehicle Market; RAV4 is Light Truck Leader https://www.cncda.org/wp-content/uploads/Cal-Covering-1Q-20-REVISED.pdf
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I agree; I have not found a single post of @KarenRei that I found bothersome; almost always she provides insight and a depth of thinking rare here or on any other forums I'm in.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yup agreed; it seems really premature but thought I'd check with @Ggusev just in case!
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Last week I wouldn't have thought of it but then saw this yesterday: Tesla Oakville now calling Model Y reservation holders confirming deliveries next month [Update] - Tesla in Canada
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If only he'd bought shares and left them on Autopilot
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Text article: Jim Cramer: Why I Became a Tesla True Believer but Remain a Netflix Skeptic "Let's start with what made me go bullish on Tesla after being an agnostic skeptic for all these years. About three months ago my eldest daughter got a chance to drive a Model 3 from Oregon to San...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Good overall write up on initial reaction and the eventual implications of Cybertruck at Forbes: Elon Musk Reveals The Radical Tesla ‘Cybertruck’ Electric Pickup At A Bizarre, Glitch-Filled Event
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    Market/Economic Impact of FSD and Tesla Robotaxi Network

    This is a solved problem for the past several years. At my company we had a side project to do exactly what you're describing -- taking satellite images and classifying them. Not only did we get > 92% accuracy (technically f1 score of 0.89) to detect clouds, roads, rivers, vegetation and to some...
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    Tesla Model Y Delivery Timing Raises Concerns: Video

    And still volume constrained by volume supply. But doesn't matter since a well-priced Hyundai Kona EV in 2020 will likely take a sale from a Hyundai Tucson before it affects Tesla. The EV market growth will be massive.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    How is that bogus and what does market cap have to do with revenue? Apple Reports 1Q 2019 Results: Nearly $20B Profit on $84.3B Revenue, Second-Best Quarter Ever Despite Earnings Warning gives the breakdown... 21% of revenue in this last quarter was from Services and Wearables which represents...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Apple Watch (health, medical EEG), Airpods, Services... they haven't been standing still and they make more $ from just these product than most S&P 500 companies.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I agree; I was making fun of the commentary but I wish they would succeed. But it goes to show the challenge all the ICE makers will have to get across the chasm to profitable EVs. The lack of a competitive product in their pipeline may be one reason that Volvo cancelled their IPO.