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This is basically a variant of the "negative working capital" FUD. A quick summary:
"Working capital" is assets minus liabilities and various definitions exist to calculate it.
The GAAP definition is pretty strict that requires Tesla to count many 'possible' probabilistic liabilities that normally don't turn into real liabilities, and also...
I have poor language skills. Sugar=profanity.
I work in manufacturing. A lot of experience, way harder than cars.
I’ve worked at north americas largest powder coat oven as an engineer, before I went into waaaay harder:
We had a highly automated conveyance system fed by robotics - finished parts hung onto automated carriers feeding many spray...
I took delivery of my 3 on Monday. It’s apparently the 10th black Model 3 in New Jersey. I’ve been driving a Model S P85D for almost 3 years, so I thought I’d share initial thoughts from that perspective... and probably put together a video comparison. (I’ve also driven a recent P100D, so when I compare to the S, I’m also taking into account...
I come bearing news on how to get your yellow screens replaced.
Its surprisingly simple. Tesla participates in a program called NCDS which is binding arbitration for Tesla but NOT for the individual. This is a remediation option prior to true binding arbitration. This means that even if you lose you can still pursue other options...
Ever since the 100D came out, I have been planning to upgrade from a 70D. The only reservation I've had is AP1 vs AP2's feature gap dramatically affecting my road trips. I eagerly arranged an AP2 test drive when 8.1 came out. I've had 17,000 miles in the last 8 months with AP1, and just finished around 150 miles of AP2 driving in a S P90D with...
I've seen multiple hints that Panasonic is angling for a merger with Tesla. They did a very curious reorganization a while back, putting their entire worldwide battery business under their primary North American corporate entity -- and IIRC removing a bunch of other stuff (such as retail consumer product sales) from their North American...
Today I was reading the following thread (which is wonderful by the way) about the known and unknown properties of the HW2 camera suite. I suggest you read it if you're into highly technical stuff:
AP2.0 Cameras: Capabilities and Limitations?
However, even after seven months since release, nobody has decided to disassemble the...
I think I found a clue regarding the 'titanium mystery' of why Elon is using titanium in the Tesla Pickup Truck, there's been a recent breakthrough in titanium alloys:
Enhanced strength and ductility in a high-entropy alloy via ordered oxygen complexes. - PubMed - NCBI
"Enhanced strength and ductility in a high-entropy alloy via ordered...
One way I attempt to assess how Tesla feels about their cash position is tracking progress with the supercharger network. Superchargers are important to Tesla's long-term strategy, but in the short term Tesla can ramp up or down spending on them based on how much money needs to be directed to more pressing priorities. First comes permits;...
125 miles in 15 minutes !!!
1 February 2017 @ Kettleman City, California USA
So, with all the discussions about the Model 3's 12V frunk opening system, I thought it would be interesting to see what would happen if you didn't use a 12V portable jumpstarter... but rather a standard 9V alkaline battery.
FYI, as of 18.39 it can detect following object:
PASSENGER_CAR = 1,
LIGHT_TRUCK = 2,
TRUCK_2AXLE = 3,
TRUCK_MULTIAXLE = 4,
MOTORCYCLE = 5,
BICYCLE = 6,
PEDESTRIAN = 7
All of them have different rendering
TSLA trading volume had been quite heavy the previous five days as the share price soared upward, then volume dried up today. That implies a lack of participation by institutions today other than hedge funds. October 31 marks the end of the fiscal year for many of them. Under the current two-day settlement rule, yesterday would have been the...
Since my last post, I've gathered quite a bit of electronic and physical data on this issue. At this point, I'm reasonably certain of the details at this point, but I don't think going into detail here is going to help anything at this moment. I'd also like to gather additional physical datapoints, and give Tesla some room on this for now....
UPDATE on this terrible accident -
Earlier today I talked with a crew of police & firemen who had responded to this horror. I learned that the testimony they took from the scarcely-injured Model X driver included the following extremely interesting material (I need to paraphrase here):
"I saw nothing. All of a sudden my X slammed on its...
Tesla was working with Maxwell for some time in advance of deciding to buy the company. Obviously they liked what they saw, and saw that there were directions that Maxwell could go in that would be advantageous for Tesla, but Maxwell didn't have access to the kind of resources that Tesla had. Cash is only one resource. Access to Grohmann is...
I think the best way to look at the 2019 Jan 18 $TSLA options open interest is the raw open interest data rounded to $10 strike prices:
PUT $010: 37,203 ################## , CALL $010: 2
PUT $020: 27,284 ############# , CALL $020: 118
PUT $030: 14,606 ####### , CALL $030:...
Here he is with Anton Wahlman predicting Model 3 would have serious service issues. Then, surprisingly, he bought himself a model 3, drove it into the wall of his own shop, and (under very strange circumstances) suffered horrible service issues. Nothing suspicious going on here..
Pretty disturbing if true (buried in latest NY Times re-hash):
"At 6:30 a.m. on Aug. 18, three robots in the paint shop at the Tesla factory in Fremont, Calif., started malfunctioning. The incident forced a production halt on the Model 3, the key to the company’s future.
Made aware of the stoppage, Mr. Musk went to the factory and worked into...
CFRA has apparently replaced long-time Tesla skeptic Efraim Levy with Garrett Nelson as their Tesla analyst.