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Recent content by wtlloyd

  1. wtlloyd

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

    "brother in law’s strip club" is just a very sad thing to contemplate.
  2. wtlloyd

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

    FSD autonomy will be applicable to Optimus, and many, many other applications. Limitless, really. Construction, agriculture, factory assembly. Anything that moves for any reason can benefit from the neural net development that is FSD.
  3. wtlloyd

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

    Went straight from 12.3.4 to 12.3.6 tonight.
  4. wtlloyd

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

    Insurance pricing will have the last word and tilt the scales in favor of FSD. And once RT is truly ubiquitous, lower income folks will have monthly passes supported by progressive local government. Our experience to date limits the future we can envision, but has no hold on the future to come.
  5. wtlloyd

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

    This is the kind of news that generates irrational exubereance. I think we'll spike far above that.
  6. wtlloyd

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

    Everybody's a genius in hindsight. Lots of history to be read about companies indulging in hubris and overinvesting in growth that anything from black swan events to changes in consumers tastes results in torpedoing said company. Building cash reserves while expeditiously growing the company is...
  7. wtlloyd

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

    You make it sound like today's battery supply existed 6 years ago. There are other intelligent entities beyond Tesla in this world, and they too saw an obvious mass market opportunity being birthed. Henry Ford had competition even though he brought unprecedented scale to manufacturing vehicles.
  8. wtlloyd

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

    (Edit: I don't qualify. Those income limits are just too low to carry the insurance costs.) Immediately thought I should get a 3 for the girlfriend and sell our CR-V. She drives about 100 miles a month, so no danger of running up the lease mileage limit. But then I remembered what I'm paying in...
  9. wtlloyd

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

    You're on repeat. Repeatedly. Maybe he just couldn't face another decade of intense pressure and time commitment. Maybe he just wanted a complete break from thinking about Tesla at all, a fresh start in a new space where nobody knew his name. If Garbo could do it, why can't he?
  10. wtlloyd

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

    "It was a little-known life long ambition of his to fill a vault with cash and body surf the resultant mounds, exactly as his childhood idol, Scrooge McDuck had done." I believe my version more likely.
  11. wtlloyd

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

    Irony is often a bitter amusement with a sting. And then there's Nicola Tesla's life...
  12. wtlloyd

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

    Capital Gains tax increase is in the works. Plus maybe he wants a yacht now he'll have spare time.
  13. wtlloyd

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

    I think it was mentioned only during discussion of how Elon would get to 25% ownership - they could reduce the float by buying back shares, and his percentage of ownership would rise thereby.
  14. wtlloyd

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

    Weeell Doggies! Nice day, up 5% @ $170.18, 124M shares traded. Unexpected and welcome.