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  1. W

    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
  2. W

    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.
  3. W

    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!
  4. W

    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
  5. W

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

    If only he'd bought shares and left them on Autopilot
  6. W

    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...
  7. W

    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
  8. W

    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...
  9. W

    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.
  10. W

    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...
  11. W

    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.
  12. W

    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.
  13. W

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

    Volvo Cars courts investors to raise cash for Polestar: UPDATE 1-Volvo Cars courts investors to raise cash for Polestar | Reuters Favourite part: "Car industry experts say the Polestar 2 has the potential to take on Tesla’s Model 3 if it can deliver on an expected range of about 300 miles and...
  14. W

    Limited Charging - due to cold temperature

    Yup same thing happened last night at about -9C. Also it was more damp frozen then dry so I think that exacerbated the problem. The charger usually provides 240V / 48A service and it ramped down to 16A when T was amber. Took a hairdryer and ran on low to warm up the port for about 5 minutes...
  15. W

    TSLA Market Action: 2018 Investor Roundtable

    Totally agree! I was driving our Model 3 in the middle of nowhere at a provincial park last weekend and as I drove past a small herd of teens on bikes, I heard "whoa a Model 3!" and "that's totally sick!" The number of times younger kids and teens come up and ask about the car and knowing...
  16. W

    TSLA Market Action: 2018 Investor Roundtable

    That is true; it's not a perfect analogy. Even though SpaceX has huge public awareness because of the launches, average consumers would not care if they were public or see the FUD. But if SpaceX was a public company, would you expect the FUD to be higher or the same? I think it would be...
  17. W

    TSLA Market Action: 2018 Investor Roundtable

    Exactly and, if it wasn't clear in my original reply, that's why I think a private TSLA will be a quieter more focused Tesla and be judged by their products and their achievements, not by the financial sausage required to achieve it.
  18. W

    TSLA Market Action: 2018 Investor Roundtable

    How much FUD do you hear about SpaceX?
  19. W

    General Discussion: 2018 Investor Roundtable

    You literally just said that "the issue is that they [Chinese companies] can't make a billion of them at $100/KWh". Yet you don't think that an order-of-magnitude reduction of expensive and hard-to-find cobalt is substantial? I'll clarify -- the moat is Tesla engineering's choices (cylindrical...
  20. W

    General Discussion: 2018 Investor Roundtable

    I'd guess though not quite as high energy density nor as low in cobalt. The German company that did a teardown on the model 3 cell saw 2.8% cobalt whereas everyone else is still aiming to do high production at 10% (8-1-1 cells). So, I think there's some extra moat than the GF.
  21. W

    General Discussion: 2018 Investor Roundtable

    Daimler denies the Handelsblatt report and says they are on target and there are no delays. But then says "... a spokesman at Daimler’s Stuttgart headquarters said it has not yet specified a launch date for the EQC model." :) Daimler says electric cars on target after report of launch delays
  22. W

    TSLA Market Action: 2018 Investor Roundtable

    They would if they financed and the increase of $100-150/month was completely offset by reduction in fuel and ongoing maintenance costs. This doesn't even take into account the ride quality, driving capability, storage, etc. would be far superior than a Camry. That's how you expand the market.
  23. W

    TSLA Market Action: 2018 Investor Roundtable

    Also a character from Grimes' video "Flesh Without Blood": Grimes Explains the 4 Characters in Her "Flesh Without Blood" Video: Exclusive And he's been tweeting Grimes lately
  24. W

    New Service Center coming to Waterloo Region!

    Ah good... they're on the Tesla map for 2018 and Oakville SC doesn't have the superchargers so wasn't sure if they'd be at the new SC. Either way, it's good to hear they're still planning to install in Uptown.
  25. W

    New Service Center coming to Waterloo Region!

    I'd heard rumours about it as well but not the location so it's great to see it's actually happening! Kitchener-Waterloo has a lot of Teslas for the size of the population, likely because of the tech community here. I know several people in the neighbourhood on the Model 3 waiting list. Next...
  26. W

    Theory - Cadillac Fairview and Tesla partner for SC sites?

    That's great! Anyone know how you get to it?
  27. W

    FWDs wouldn't open, couldn't override

    Yes I had this happen 2 days ago. It snowed a lot so I thought it was ice on the roof but we had the exact same image and the override didn't work for us either. After driving to another location, the FWDs worked again. It hasn't happened again, with more snow and colder temperatures so...
  28. W

    TPMS now double in price!

    I was just about to order a set. I saw a set of 4 on Ebay for $164 US but just the TPMS (Set of 4 TPMS Tire Pressure Sensors 2012-2017 Tesla Model S X | eBay) ... not sure if this set includes the sensor nuts?
  29. W

    X rims in the Gta

    Thanks @dmd2005! I ordered the gray turbine rims and the code worked along with free shipping (save $400 to Canada). I wanted the staggered tires and these look great. I'll be taking them to Kal Tire to get the Hakkas' installed.
  30. W

    X rims in the Gta

    Thanks!
  31. W

    X rims in the Gta

    Are the Replika rims available in silver? Are there other rims anyone has looked at? There's a Kal Tire in town and I want to get the Hakka R2s but not so sure about the R187 in gray.
  32. W

    Delayed Boop

    Yup, same thing though not every time. It seemed to have started a couple of releases ago? I don't remember the delay when we first picked it up (May 2017).
  33. W

    "Dents" in the Rear Facing Side AP 2.0 Cameras?

    I have the same on my X on driver side but passenger side is smooth. SC is ordering a replacement part is it's definitely a defect.
  34. W

    Outage connecting to cars today (July 13)?

    Yes, on mine it says LTE or 3G depending on which service the car connects to. Doesn't have the name of the carrier though.
  35. W

    17.26.17

    Well in that case it's time for a drive! Just gotta load up the car with the kids and mother-in-law. Just kidding, I like my mother-in-law :)
  36. W

    17.26.17

    Haha! I can't possibly be the only one with this update!
  37. W

    17.26.17

    Thanks for the link! Just signed up and entered. First post! :)
  38. W

    17.26.17

    Got a notification of a new release which was surprising since the car was already at 17.24.30. Updated just finished and new release is 17.26.17. So far, nothing obvious in UI or web browser and release notes are the same as before. Might be the kernel upgrade? Will be taking out the X...
  39. W

    Linux Kernel Update?? My @$$!

    Doesn't appear to be any changes on UI and release notes are identical to 17.24.30. The web browser seems the same as well. Will have to take a drive later to test out AP2 but I suspect this is the actual kernel upgrade release.
  40. W

    Linux Kernel Update?? My @$$!

    Ok, my Model X just got an upgrade to 17.26.17. Installed and am about to find out what it is but I suspect this is the kernel upgrade.
  41. W

    Model X April 2017 Deliveries

    Yeah I didn't understand why it took so long either. It's a long wait, but worth it!
  42. W

    Model X April 2017 Deliveries

    Yes, we did receive the X! We picked it up on May 4; it was ready for pick up on May 2. The estimated delivery range moved around a bit and actually changed to April 29-May 15 as the final updated estimate. So overall, it looks like about a month which is what our DS said it would be for...
  43. W

    What did you name your model X?

    Named it "I think I heard a woosh" Kids favourite line from Lego movie
  44. W

    100D Buyers/Owners

    We'd struggled as well where we decided to switch from a December order for a 90D to the 100D in February and gave up the free Supercharging. So yeah, this feels great!
  45. W

    New FWD switch design

    I picked up my MX 100D last night and it has the new version of the original style, not the new-new flat design. Also, the DS noticed that the switches for 3rd row access are new and they are... flatter matte design I think. I'll take a closer look tonight and post a pic.
  46. W

    2017 VIN Model X Order and Delivery

    Picking up our MX 100D tonight! Finally, no more sleeps.
  47. W

    My Model X featured on my neighbor's YouTube Channel

    Same here! Great video.