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  1. M

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

    UNECE Level 3 (maybe eyes off) traffic jam assistant regulation (except e.g. USA and China) explained: divided streets only street not accessible for cyclists and pedestrians up to 60 km/h lots of (restrictive) details baby steps Questionable if Tesla can achieve the required two method...
  2. M

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

    Uff, that was close! BMW and Daimler ALMOST catched Tesla on autonomous technology! Luckily they ain't got money for that right now and ended their few months lasting software alliance. They will surely rely on startups like Mobileye and co and still have no idea how to survive in a world where...
  3. M

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

    I hope you guys now have some time for the long term stuff: Raw material supply chains for battery production! EV Stock Channel (IMO underrated youtube channel) released two battery videos in the last two weeks. Each featured a lithium supply chain analyst/expert. Main takeaway: You need 5 to 7...
  4. M

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

    Elon Musk vs. Bay Area officials: These emails show what happened behind the scenes in the Tesla factory fight Some background on the Fremont shutdown drama. “The facility is huge and overall the safety measures that have been instituted exceeded the safety measures outlined by the Alameda...
  5. M

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

    Well, the "CELL" building is not even displayed there. I'm sure many guys here don't even know of that: Gigafacorty 4 Berlin
  6. M

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

    2 weeks shutdown is about the yearly shutdown time of car production. It's not small peanuts. And this is not about just two weeks extension of the shutdown. This is how Alameda handles this crisis, how they value manufacturers and how reliable and sane they are in the future (of covid and with...
  7. M

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

    Here's a map comparing the factories to scale. Little bit outdated. In Giga Shanghai, the whole south eastern part is now filled the the Model Y complex. And in Giga Berlin the ground leveling for the first (south west) building is finished. You can check the current satellite images here...
  8. M

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

    Another reason might be, that it'll be way harder for the county to shut down Fremont again, if the number of cases rises only moderately. So the risk for abrupt stopping the plant is mitigated quite a lot.
  9. M

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

    Observations Pace is still just mind blowing. Piledriving to extend the power workshop complex. Substation extension building almost done (tricky part is the inside though) , room for 4 additional massive transformers. North east corner of Model Y complex gets a ramp to the 2nd floor. Wild...
  10. M

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

    Hanwha inks EV battery equipment deal with Tesla News from today.
  11. M

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

    Latest Jason Yang video of Giga Shanghai progress: (recorded one day after Wuwas latest video). Production seems to run at a good speed. Plenty of cars at/near the test track. Many containers at the GA docks. Shipping looks nice too, plenty trucks and Model 3s. Good amount of containers at the...
  12. M

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

    Karpahy talked for 120 seconds how many different stop signs there are (in the US). Guess how many different speed limit signs there are. They start with one and solve the other similar problems later on. Getting the speed limit right is almost as vital as getting the stop sign right.
  13. M

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

    Update on Giga Berlin from today Significantly reduced water consumption will get added to the permit. This was a major concern for the public. Preliminary permits for foundation construction on hold, Tesla had to do that because pile driving was not mentioned in the original permit Due to...
  14. M

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

    I also get a little hyped when Tesla starts digging up their parking lots. Compare daily satellite images of Tesla production locations Went through the last 12 months of Storey county planing commissions meeting reports, but didn't find anything. The board of commissioners meetings of the...
  15. M

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

    Elon states that battery day will just be about batteries, not the plaid powertrain. I'm a little bit hyped that they will focus on batteries, means they really have to show impressive stuff.
  16. M

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

    One year ago, construction of Phase 1 where the Model 3 is build: Phase 1 one year ago: The entire middle section, where Body in White and General Assembly is taking place, has just one level. Phase 3A: As you can see in @CorneliusXX post above, the entire eastern part has two levels. Only the...
  17. M

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

    My analysis of todays GF3 drone shots: Production and shipping of Model 3s is rolling again Number of Model 3s parked on the back side of the lot is the same as last weekend Construction of Phase 3A (wrongly labeled 2A) is as fast as Phase 1 last year Not sure if Phase 3B will be one big...
  18. M

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

    Just a little heads up to Jason Yangs latest GF3 video released today: Jason Yangs was recorded on April 2nd, Wuwas video (discussed a couple pages back) was recorded on April 3rd. Both were recorded in the early afternoon, one can tell by the shadows of the steel pillars. Main difference: in...
  19. M

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

    green on Twitter <- video inside Local media loves sentry mode videos. Soon they'll be able to show those videos from inside the Tesla. Once again shows the next level sugar Tesla can do with its software. This sentry video browser looks very good and performant. And the launch mode for Raven...
  20. M

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

    This was likely filmed on April 3rd, a day before Qingming (day of the deaths holiday), which will get more attention, due to Corona. Maybe the reduced activity around Model 3 production is because of that. 1) Newly build Model 3 get detailed here, or something. There is usually a queue. Now...
  21. M

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

    What is Tesla building next to the Model Y site? If you watch Wuwas latest video, you can clearly see that piledrivers do their work on the most south east part of Teslas property. In this screenshot you can see the Model Y area on the left side of the road and some new sugar going on the...
  22. M

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

    Elon doesn't do just a CEOs job, he's the chief engineer at SpaceX and also works closely together with Teslas Autopilot team. Many people really underestimate his abilities.
  23. M

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

    How's your opinion on suppliers? One missing part is enough to hold the entire line. Bosch, Conti, Schaeffler are partially shutting down in Europe, due to supply problems (and concern for their employees). Model 3 and Y production is reliant on suppliers (less than S and X though). Tesla was...
  24. M

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

    Info for Giga Berlin: I live in southern Germany and just saw the first bats going crazy after insects. So those 3 still standing "bat trees" could be removed soon, since the hibernation phase is over.
  25. M

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

    Nice progress :D I hope the supply to construct the building is not interrupted. But since this stuff is probably produced in CN and they got corona under control atm, this should work out. I hope the machines that build the machine can be ready and shipped in time. Some of them will likely be...
  26. M

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

    That's correct if you exclude the stamping area from the model 3 building. I'm pretty sure that the Model Y building won't have a stamping area, see picture from your post on Jan. 6th below (mind the red labeling of the Model Y building is probably wrong; switched with the question mark). Check...
  27. M

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

    Dutch highest court ruled in December that the government has to obey a 25% CO2 reduction (since 1990) by the end of 2020. They are at 15% now. The government will come out with specifics to reach this goal in March. Shutting down coal plants is a way the reduce a lot of CO2, but so is replacing...
  28. M

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

    Elons answer to that: First part is a valid point, but Tesla gets more experienced with logistics and thus can achieve near zero inventory at the end of the quarter (if the demand stays this high). So produced = delivered. You really think that Teslas Chinese order book won't exceed Q1?
  29. M

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

    More EV advertizing: Audi pays FC Bayern Munich 500 million over 10 years to driver their electric cars. The top players will get etrons this year. #citycar https://www.footyheadlines.com/2020/01/no-bmw-bayern-munchen-extends-audi-deal.html?m=1
  30. M

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

    BMW veteran from the nineties: "German Auto wins 2020" Google Translate Apparently Telsa sucks because they don't sell gas, diesel, natural gas, and of course hydrogen!!! cars. And nobody buys electric cars. Interesting to see that he still believes in the order of the last century, now that...
  31. M

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

    Thanks for highlighting this. Is there any info that the Model Y production will be build there? I know Tesla likes to build parking lots just to demolish them a month later (and I'm fine with that), but isn't it more logical to build the Y building in the south-east corner (upper right in the...
  32. M

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

    Lead article from spiegel.de, one of the biggest German news sites: Tesla: Vorsprung durch Technik, ätsch - SPIEGEL ONLINE - Wirtschaft In short: Tesla is currently winning. Headline: "Vorsprung durch Technik, ätsch" (borrowed from Audi; ätsch = tee-hee = sniggering derisively) Talks a lot...
  33. M

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

    Some pics for the above mentioned official documents First cuttings. red for first building and parking, orange for logistic space, incl. train shipping yard. Dimensions first main building: 24m x 300m x 740m (H x W x L). Little building in the north west is the energy hub building (just...
  34. M

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

    More info about GF4: follow this guy on twitter: #Gf4 #Gigafactory4 (@Gf4Tesla) | Twitter He provided official documents from Tesla: Environmental Impact Assessment by Countrys - Google Drive (tried to translate the with google, the original German ones are there too)
  35. M

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

    Supercredits for EQCs sold in 2019: 0 Supercredits for EQCs sold in 2020: 2.00 (in 2021: 1.66; in 2022 1.33) So with a single EV sold in 2020 Daimler could reduce their average of 10 ICE cars emitting 130g CO2/km each to 108 g CO2/km. (10 * 130g CO2/km + 1 * 2.00 * 0g CO2/km) / (10 + 1 *...
  36. M

    TSLA Market Action: 2018 Investor Roundtable

    The standard range model will likely be introduced when the new battery pack production is up and running. -Elon, Q2 18 call
  37. M

    Tesla Autopilot maps

    ok, thanks. How is AP slowing down in curves? Purely based on vision?
  38. M

    Tesla Autopilot maps

    Could an invalid "next" spline be responsible for this almost crash into a lane divider: Autopilot Barrier Lust (2018.12) • r/teslamotors https://daws.tesla.services/iiNG2d6xFR1USl/live/c23p2.tile From OP there: spline 112402426 seems to be ****ed up. "next" reference is leading nowhere...
  39. M

    Tesla Class 8 Semi Truck Thoughts

    Hello, there is a detail possible scenario about Semi over at seekingalpha.com. I know many of you dislike the site and I do so too very often, but this is a good, mostly technical analysis. It basically says: $150k Semi + 1 or 2 MWh swappable battery = 15 cents/mile cheaper than Diesel. As...