Separate names with a comma.
Among the perhaps strongest position it is possible to acquire for a brand is when it is used to signify success: As a placeholder for a banner...
Hm... The only reason I ignore the competition is that they are very ignorable. When they get better at: powertrain efficiencies battery...
Even the most optimistic scenarios would have Mars and other off-world habitats being utterly dependent on earth for many decades, perhaps...
Great post. Long term, yes: Elon would totally go for this. Remember 2030 Tesla is supposed to make around 20 million cars, right? Not sure if...
Some of us long term holders are acting like spoiled children: We want FSD and we want it now. Because once FSD is out, and people can see it and...
The building of Giga Texas is also progressing well, even with a week of weather related delay. If you watch the youtube videos of Roberts,...
Baron is pretty cool so maybe I'll watch that. But ... CNBC is a bit of a clown show sometimes.... Just 15 minutes ago, this was one of their...
Hmm... If instead you buy a brand spanking new S, with the yoke, you get to make the ultimate dad joke: <minor insult/smart-ass line> followed...
Agree with this reasoning: Elon will prioritize lives saved rather than strict fairness re. early adopters having payed up to 10K for owning FSD....
Yeah. Funny coincidence, that, leaving houses and equities out of inflation measurement. Who ever decided that? Serious question - I always found...
MODS: This may be of general interest to genpop , but off course, feel free to kick it to a sub-forum. Thanks DD ! - great summary: Good level of...
I am an old enough TMC reader to remember the poetry traumas from days of yore. But ... TSLA seems very green right now. (no pun intended) Maybe,...
I don't believe in swapping either. I think Elon concluded early on that swapping was rife with problems, and not many advantages. My money is on...
Yeah, I am curious too. My guess would be an 'inspection platform', as you also suggest. The reason for the close proximity to the test range?...
In vivid dreams I walked with friends! Wide roads of milk and honey yes! 'Neath the halo of a solar panel I turned my vision to the warm and sunny...
True. Battle hardened. Resolved. Unwavering. In high spirits and higher optimism towards the future. Unbroken. Diamond hands? Hm.... what's the...
We know that Elon has been obsessed about efficiency and cutting away unnecessary processes since - at least - the famed...
Yes please - summarizing and quoting/paraphrasing is time-consuming. Plus, some of this stuff is a bit hairy - comments and/or explanations would...
Great video! Keller is super experienced and cool. He is the master-mind behind many of the last ~2 decades of good chips and chip architectures...
re. exuberance: Guilty as charged! Maybe TSLA the stock will experience a couple of months/years trading mostly sideways - who knows? But if Tesla...
! That would certainly be useful. I don't understand the details of how this can be accomplished but the goal of 'short hedging' merits some...
That is actually a very good idea - you should should write up a paper for Elons competition. Think a lot of people would sign up. At first, it is...
Yes to all 3: Inflation hedge: US and EU are de-facto embracing inflation. Why not hedge? PR/marketing: The 1st mover advantage is obvious....
Stock split? Or white rabbit? Or both?
Around 15 GFs ~2 million each should give us 30 million. Approximated, some will be small, some will be huge! Re. huge, in Austin there is...
The first time I heard about 'casting cars like toy' I didn't really take note - it sounded outlandish. But now, the more I see, hear and learn...
Seen it. Yes - maybe we should perhaps, with inspiration from WSB, coin the phrase Diamond Bull. Funny though, watching clip is like the famous...
To each his own. I prefer just drinking it. (And fireworks - ouch!)
Tip of the hat to you! (Crazy predictions are best tucked away under a layer of silliness)
I will take the bait! Here are my guesses: Elon announces that for the last 10 years members of his companies has met regularly to probe and...
I like everything about this post. The only thing I don't like is that I didn't think this nor post this myself.
Could be. If so: very positive news!
Fantastic post! I also geeked out re. the notorious patent application, but I forgot about it until this post, due to all the other amazing Tesla...
Generating extra income is for sure nice - even more so when scaling up radically: More money for building more superchargers - Tesla and...
Comparing Giga Berlin and Giga Austin is difficult. For example: There is a railway right next to Giga Berlin. Rail is very effective for hauling...
My guess would be a giant 'parking space' for shipping cars out (car-loading). If long term Giga Shanghai is going to produce in the neighborhood...
Not sure ... At 09:14 they show 1/5 of the trunk filled with hardware: How is that ever going to scale? Also, the complexity of doing a...
+100
Too cautious/risk averse too do anything other than stocks - no derivatives. They smack of gambling too me... I do not believe that I am able to...
Excellent - the right strategy: Tesla Inside. All other car manufacturers are just metal box companies if they accept this. Which they most likely...
Great OP! Also lots of observant comments on this. However, I find the most striking point in OP was the broader perspective, namely this:...
Another thing they lack: Elon. And the the technology and people and Tesla team spirit he has spent ~12 years developing.
Because a stubborn group of investors, myself included, believe that FSD and robotaxi is the key factor for deciding whether Tesla is going to be...
Agree. Tesla is doing so much, so well, so fast. Sprinkle in a few errors here and there - that makes them more relatable. Less envied - less...
Great post! re Semi Trailers with structural batteries: I agree. This is the logical way to solve the puzzle of range as Elon joked at Battery...
Agree. Very interesting and thought provoking. I think he is tongue-in-cheek because he is trying to walk a high-wire line of doing relevant...
Thanks for the link. You got me! He did say that. Hm.
Sure. But even as Elon pushes SpaceX hard, getting even a handful of humans to Mars, and then living there will take a lot of time. Even in a very...
As an oil producing country, Denmark is quite small - but, I guess there is PR value in being among the first, or first few, to cancel future...
A whitelisting feature makes a lot of sense. I recall Elon mentioned a similar scenario at some point, paraphrasing: "You can restrict your FSD...