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Cleaning/preparation of the mold. Most likely some kind of oily layer to ensure good flow during casting and clean separation of the finished piece.
Yes, it's highly speculative. But I'm not suggesting that they'll circumvent regulatory approval. They'd have to pass all checks for the...
There were some rumors about Tesla applying for new permits for construction of a 'warehouse' at GigaBerlin to be later converted to battery...
Or that's just the standard Shanghau boulevard size. Check the existing road it's extending from. Yes it's a capacity increase obviously. But...
S/X are all 100KWh, why are you calculating with 60KWh? Add some scrap and it's at 5.5GWh. And AFAIR from battery day, the initial setup at Kato...
You seriously underestimate how much money S/X are bringing in. At 100k production rate they paid for all SG&A + R&D. Right now I'd bet they still...
DBE has three potential benefits beside elimination of the slurry/drying-process: - thicker active material layer not possible with evaporation...
The argument is, that previously benchmarked funds could just ignore TSLA. Now they have to actively decide to exclude it or maybe get a benchmark...
I think the issue is: Old anode contains 9x% graphite + <5% silicon New anode is y% silicon + z% coating So currently the actual silicon content...
There were three questions I missed getting answered on battery day: Are all of the technologies presented on the "roadmap" already in the...
I think using the $28M/GWh for total cost is misleading, as Panasonic AFAIK is upgrading their existing lines. So unless this is basically...
The only thing GM vouched/did due dilligence for, was that Nikola was able to pay for the contract they entered with GM. Which is 11% of Nikola...
Teslas patents... although that's still no definitiv proof ;-) But on the actual question: In the current S/X there still some unused/spare...
No, no fraud. Just different accounting practices. Simplified: Tesla books R&D as common expense (silicon valley style), while traditional car...
Just as absurd as their million pound train pull. So they should just STFU.
Do they really need to provide all in cash? I thought you could provide other stocks as collateral, which allows you to effectively double your...
Keep in mind the "in good faith"-clause, which some interpret as an unconditional cross-licensing, because you couldn't sue Tesla for use of your...
First possibility: Add location and frequency of disengagement as input to the NN. Second way: assuming the actual driving is currently done by...
I think the best thing (and most likely outcome) would be for tesla to set a high 7min time, close behind the taycan. This would create a lot of...
You have to assume the worst case of pure coal power for both the car production an its "fuel" to get break even with ICEs over the whole...
1. Of course the car runs on 800V. Why go through the trouble of creating the 800V pack and then don't use the advantages this provides? They...
But Tesla's lawyer explicitly called out the demand for liability for all fires unrelated to the actual cause. So apparently it wasn't a...
Why isn't that a valid strategy? Perception: - Find the drivable space - Surround all known and unknown objects with boxes 10" bigger on all...
The tear-down estimates of $18k material + $10k labor were given for a production rate of 10k per week. If the head count to produce 10k once...
Well, "If we keep investing at the same rate as last quarter, we would run out of cash in 10 months" doesn' t carry the intended message very...
It's not just TOPS/W Tesla has 144 TOPS across: 4x36 TOPS from identical NNA-Units NVidia Pegasus has 320 TOPS across: 2x20 TOPS from SoC-GPU...
We should also consider, that while the road to the "perfect" NN with correct handling of all corner case might be a long one, another path to...
You're answering your own question! Look at the 15/16 period: down to 30% as many disengagements with only 50% more miles. There's clearly more to...
For the S&X if it's a beat on inventory, it's either a miss on production or a miss on guidance (<2018Q1 --> <20k). Nice catch22, there's always a...
How can Tesla miss the consensus if the consensus is, that Tesla will miss the consensus??? All those analyst ratings one week before delivery...
AFAIR that's the official statement from Tesla.. Given their peak of ~30k vehicles in some quarters, there seems to be some margin to rise...
My take on this is: 1. S/X production is constained by cell availability. 2. Tesla/Elon claims 3-pack is cost optimized vs. performance optimized...
Switzerland and Norway (?) are not affected by the 10% tariff like the other EU countries. Also market mix tends to lean toward higher priced cars...
That was a textbook boneheaded interview question. The perfect blend between "Let's talk about internal information of a public company on live TV...
Interesting insight: What is a full time job for a normal executive is a <20% (TSLA: CEO,CPO,Chairman, Spacex: CEO, Chairman?, ...) job for...
I wish :D Always nervous, but expecting positive news ;) Yes, it seems to be the MO of Baker Mill to send out such mini tender way below...
FYI: Just received a Tender Offer from my broker about BAKER MILLS seeking 20'000 shares @ 199.99USD fishing expedition? triggering panic sells?
But what is "after discussions with major (current) investors I decided that staying public is the way to go" if not an inofficial shareholder...
Btw: Either a mod is working his fingers bleeding to keep this thread in order, or the forum software has screwed up the indexing of this thread...
I think you dropped a "not" somewhere in there ;) But even then, there should only be damages for the additional spike caused by the tweet, not...
No, but it's definitivly no slam dunk. And claiming a clear case and jail time is twisting facts.
"Funding secured" Is completely up to interpretation. Could be anywhere from: "I might be able to get enough funds to do this. If I beg everyone...
Additionally: Elon tweeted into the spike caused by publication of SiF taking a stake in TSLA effectifly killing the raise. And the stock traded...
Then, if this wasn't a new development. what's bloombergs reasoning of disclosing this break of confidentiality information (criminal itself?)...
So they're issuing a press release about Tesla losing business because of people getting scared by press releases about Tesla being a failing...
No, the $420 is the squeeze out price paid to anyone not wanting/able to go private as part of the taking TSLA private procedure. This has nothing...
I thought about "capping short losses" by setting issue price at a multiple of the current stock price. E.g. pay 1000.- to buy shares rated 420.-...
I can see 4 basic szenarios: 1) There is no funding. The stock and Elon will get destroyed. But the company fundamentals wont be affected beyond...
Question regading ER: With the "all hands on deck" for the ramp shouldn't there be: A) A noticeable reduction in SG&A etc, because their...
