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  1. mltv

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

    CES starts tomorrow 1/5 https://ces22.mapyourshow.com/8_0/floorplan/?hallID=NN Seems like VinFast is going big in this one. Quite big space. Qualcomm just announced automotive chips Qualcomm inks car chip deals with Volvo, Honda and Renault they have a nice space there. Some of the companies...
  2. mltv

    Off topic galore

    Interesting idea. Get your reservation blockchain and then trade them like a NFT. Gimmicky but it's a thought. Imagine if you have reservation for Teslabot #69 or #420. Your reservation NFT become a collectable?
  3. mltv

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

    Oh my. Cyber whistle getting a fast start to 2022. Let's see how NKLA RIVN LCID respond.
  4. mltv

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

    I'm thinking they working hard on matching available with customers who are local for quick delivery. Sometimes probably abandon someone on list but would take longer to deliver. I often see higher availability for local customer at the end of quarter 😉
  5. mltv

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

    Tesla is pushing hard on Q4 delivery. My father ordered the Model Y just a week or 2 ago (changing from a M3. Originally he want a CT but could no longer wait). Today they message him he can take deliver today. Note this is a benefit for taking deliver in Fremont.
  6. mltv

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

    Well that's that. I think an iPad works better anyway (while the car is in motion)
  7. mltv

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

    Giga Berlin has reportedly been building Model Ys for testing.
  8. mltv

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

    "In the statement of the water association to the licensing authority, among other things, it is said that in the event of the complete or partial cancellation of water license dated 02/28/2020 for the Eggersdorf hydroelectric complex by the administrative court, the drinking water supply for...
  9. mltv

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

    Normally a CEO wants to IPO would not only limit to the CEO but some of the key position in that organization. They may lose some talent because of this move.
  10. mltv

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

    When I was farming Safety Score, I come to a conclusion that any car change to my lane causes a unsafe following. Giving people so much room is a given, and I had to have my finger on the autopilot tigger. Anticipate and activate autopilot when I feel a car is about to move to my lane. I was...
  11. mltv

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

    Ah man. I don't know what to say. Getting to political mudslinging and Elon is not even running for office.
  12. mltv

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

    Contains the video of the Model 3 at highspeed in the Paris Taxi incident. Should be the Taxi company responsibility to speed limit these cars. There's no chance the Model 3 malfunction like this - all point to driver having a joy ride.
  13. mltv

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

    GM hummer news got over shadowed by the Cruise recent event
  14. mltv

    All discussion of Rivian Automotive

    Actually they are working on 4 right? They are talking about the slim version of their delivery van. Maybe that is not ready for production yet. Still it is scary to ramp up production for 3. I am just imagining Alien dreadnought days x3. Bad news for Tesla is they have a huge chunk of...
  15. mltv

    All discussion of Rivian Automotive

    Even if they have to burn an extra 10bln and succeed it would be all worth it. No time to be gun shy. The worries is building bad habits and integrate bad processes into their manufacture line. This will pretty much will destroy their margins and doom the company. There is already some sign...
  16. mltv

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

    Yes. And Dan Ammann is responsible for Cruise acquisition. I guess you don't want to be responsible for any acquisition/partnership at GM right now. Now who's responsible for the battery tech ULTIUM.
  17. mltv

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

    I have a feeling more are coming
  18. mltv

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

    Rivian doesn't have this luxury since they are not the first mover and there are plenty of competitors. Investors give them lots of $$ to make big bets. Now they have to figure out how to go about to make wise big bets.
  19. mltv

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

    That is one thing a company with windfall of cash has to be careful about. Like what they are doing now, ramping to the secondary plant without a finished template of the first. They are currently have 10K employee and will continue to grow. And 20bln to place wild bets. Anyway that's as much...
  20. mltv

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

    https://www.cnbc.com/2021/12/16/ceo-of-gms-electric-vehicle-branch-cruise-is-leaving-the-company.html?utm_term=Autofeed&utm_medium=Social&utm_content=Main&utm_source=Twitter#Echobox=1639690511 Turnovers are coming pretty frequently doesn't it
  21. mltv

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

    However, they have plenty of cash. (19.9bln) very long runway
  22. mltv

    All discussion of Rivian Automotive

    Rivian Q3 results are out. Rivian has plenty of cash. "As of September 30, 2021, we had a cash and cash equivalents balance of $5.2 billion. If the net proceeds from our IPO of $13.5 billion and net proceeds from our senior secured floating rate notes of $1.2 billion had been received on that...
  23. mltv

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

    Emergency deployment could comes from a Hertz lot or a Tesla share mobility lot. In case of emergency, US gov can just rent.
  24. mltv

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

    Nice thing about this solution is Mobility (logistic) + power source + water + food can be a single package solution.
  25. mltv

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

    https://www.teslarati.com/elon-musk-scares-mercedes-benz-bmw/ I am still surprise Lutz recognize Elon achievements even though Lutz had given it before. Good to see many had changes their minds
  26. mltv

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

    Looking forward to the day when they send solar + batteries instead of generators
  27. mltv

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

    https://www.businessinsider.com/toyota-electric-pickup-truck-f50-lightning-tacoma-rivian-2021-12 Toyota give preview of its upcoming EV pickup truck. No time line.
  28. mltv

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

    Sorry more CT. I can't have enough. 🔥
  29. mltv

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

    😢 wish $4k share price happen sooner.
  30. mltv

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

    Right. Elon need to clarify the issue
  31. mltv

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

    whoever solve the autonomous delivery van takes the market. Being the first EV delivery van doesn't matter in the long run.
  32. mltv

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

    The cabin size looks larger than the Model S.
  33. mltv

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

    The truck bed looks smaller than I imagine. I don't need full size bed so I like it. I think the back seats can be fold down for a fullsize bed.
  34. mltv

    All discussion of Lucid Motors

    Wonder how they measure Fun Factor and Cool Factor (especially this one)
  35. mltv

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

    Looks like GigaBerlin is pretty ready to crank out the MY.
  36. mltv

    All discussion of Lucid Motors

    I doubt they have anything. But short sellers are throwing rumors to bring SP down.
  37. mltv

    All discussion of Lucid Motors

    Maybe it is not this 👆 that cause SP to drop AH. Rather it's this 👇:
  38. mltv

    All discussion of Lucid Motors

    https://finance.yahoo.com/news/lucid-group-inc-announces-proposed-214800578.html SP dropping AH
  39. mltv

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

    😬. Tesla safety is not talked about enough in the media
  40. mltv

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

    I really don't know why you guys don't focus on more urgent topic Elon brought up in the same interview. Change the topic please🙏 Moderator in-post edit: Not to that topic. Not unless you think that the Third Rail that is "politics" is not charged enough. And even then....YOUR opinion...