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  1. Mo City

    NASA selects SpaceX Starship system to land on moon

    What a joke. After Amazon filed, this became an example of "monkey see, monkey do" for Dynetics. They knew they didn't have a snowball's chance and so did everyone else. If the folks at NASA are worth a dime, they expected Blue Origin to file and are already well-prepared to justify excluding...
  2. Mo City

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

    The vehicle-to-grid pipe dream just refuses to die. It should.
  3. Mo City

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

    OT: Do not reply. Bezos wants to overturn the HLN award to SpaceX. Discuss here: NASA selects SpaceX Starship system to land on moon Again, please do not reply.
  4. Mo City

    NASA selects SpaceX Starship system to land on moon

    Bezos wants to overturn it. This was such a devastating loss for Blue Origin I don't think they have much choice but to take a swing at it. Their chances of success are slim but they can't go down without a hard fight. For public consumption, NASA can say they will open this up to competition...
  5. Mo City

    SpaceX investor's thread

    I understand the motivations of the broker but those terms just don't work for this buyer. If demand allows them to get away with this, so be it. Maybe I'm better off staying 99% TSLA and this prevents me from making a mistake. Again, I would pay a much higher fee than 5% (like 15%) to actually...
  6. Mo City

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

    Joe has a nice 9-month summary of Giga Texas construction in the first 5 mins, most of which can be viewed at 2x speed.
  7. Mo City

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

    I completely cut off Alex Roy a few years ago when he wrote an article accusing Fred and Tesla of being in collusion with each other. It dripped with jealousy and resentment over what he perceived as favoritism.
  8. Mo City

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

    Fabulous news. This drives a stake into flailing arguments from haters and doubters of AP. The next big question is what happens to accident stats when FSD Beta goes general in v.10. (I'm on pins and needles waiting on v.9).
  9. Mo City

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

    Some cold water on the SpaceX award.
  10. Mo City

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

    We'll have to agree to disagree. IF he posted that tweet shortly after finding out SpaceX was awarded this lunar lander contract, not a good idea.
  11. Mo City

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

    Not all that long ago, I thought the day SpaceX went public would mark when Elon leaped everyone to become the richest man in the world. LOL, talk about aiming low. 🤣 By the time SpaceX goes public in ~10 years, Elon might pass the $1T line.
  12. Mo City

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

    OT: Today may be the day everyone looks back on as a major turning point for SpaceX. Exclusivity clearly demonstrates the U.S. government acknowledges them as top dog. This is an absolute nuclear bomb dropped on top of Blue Origin. A huge, demoralizing miss. Well, Bezos now has extra time on...
  13. Mo City

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

    Stop wasting your time worrying about bad decisions other people make when it doesn't personally affect you. It's madness.
  14. Mo City

    Feasibility of FSD (incl. AI and Dojo)

    So the term "General AI" seems to be something you just made up and defined all by yourself. I don't want to derail the thread so I'll leave at that. (Mods, you would probably do everyone a favor by deleting the entire discussion).
  15. Mo City

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

    Elon is in "rare form" with good news tonight. Regarding Austin and Berlin: Limited production of Model Y this year, high volume next year Here's to 2M+ in 2022!
  16. Mo City

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

    Elon: I was just there, driving Cybertruck around the site where it will be built!
  17. Mo City

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

    Today's video from Jeff has 3 noteworthy events: (1) The first concrete panels were installed on the north wall of the paint shop, (2) the second IDRA giga press is loaded into the casting area and (3) the warp speed buildout of the battery assembly area is just stunning. This began last...
  18. Mo City

    Feasibility of FSD (incl. AI and Dojo)

    Are you saying it will take AGI (Artificial General Intelligence) to solve autonomy?
  19. Mo City

    SpaceX investor's thread

    Thanks for the reply. You are correct that agreeing to give up a large portion of future capital gains is totally unacceptable. This is what I consider extortion, almost criminal. On the other hand, I would be willing to pay much more than a 5% premium. The main thing is the facilitator must...
  20. Mo City

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

    Great post. Elon said last year buying FSD up front would be a better value than subscribing. Unless he completely throws that out the window, the idea of a low monthly subscription charge is not happening. It seems on this particular issue (and the notion of FSD portability), some are viewing...
  21. Mo City

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

    I had them come out recently to change the air filter in my Sep 2018 Model 3. Didn't even go outside. Just remotely unlocked it and the guy texted me 20 mins later when finished. Couple of hours later, my wife asked when the Tesla guy was coming by. You should have seen the look on her face...
  22. Mo City

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

    I also appreciate Elon's transparency. However, he should have realized a long time ago "best information available" at a given moment is a moving target. Especially with AP. IMO, in order to manage expectations better, Elon should avoid giving specific timeframes for FSD releases.
  23. Mo City

    SpaceX investor's thread

    Can you summarize what is required by Forge Global besides being an accredited investor? All of the opportunities I investigated a while back were the equivalent of extortion schemes that allowed the facilitator to keep their hand in your pocket indefinitely. All I want to do is buy a large...
  24. Mo City

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    She expects fees to decline ~30% over time but growing volumes will more than make up for that as major institutions start acquiring huge amounts of BTC. Their plan is to be "opportunistic" with COIN (buy the dips), which is their same strategy with TSLA. She doesn't state a target price...
  25. Mo City

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    Can't wait for Cathie Wood to lay out the bull and bear cases. I'm all ears.
  26. Mo City

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

    Who needs headlines? I can't wait to read the reaction of the naive folks on this forum who think the FSD subscription price will be ~$99/month (or anything remotely close). My salty, buttery popcorn is ready for the show!
  27. Mo City

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

    I won't screenshot it but Google AH TSLA right now is +$206.88 at $939.11. Unfortunately it's a glitch. We'll get there soon enough.
  28. Mo City

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    What do Coinbase and Tesla have in common? Copying what Tesla is doing is near-impossible for an industry drunk in old technology. Like Elon said, building a new factory and scaling production of cars profitably is really really hard. Converting from ICEs to EVs involves a lot ore than...
  29. Mo City

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

    I was only speaking of BTC. In due time, next-gen blockchain options could emerge and actually be useful for society at large.
  30. Mo City

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

    Confession: My hard core skepticism to BTC softened after Tesla bought into it because I decided to take a closer look. Conclusions: BTC will never be a currency. Period. End of story. It's just a "store of value", similar to gold. Once you digest this and ignore the pie-in-the-sky nutcases who...
  31. Mo City

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    Right now COIN sits at $420.00 with a market cap of ~$55B. Oh brother. I agree with you until someone can explain how Coinbase can avoid a "race to the bottom" as other well-financed, user friendly, easy-to-use alternatives emerge.
  32. Mo City

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

    OT: Coinbase (COIN) goes kablooey. Opens at +52% LOL! Please do not respond. Maybe start a coinbase thread.
  33. Mo City

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

    Austin will never see the same labor shortages as Giga Nevada. With Houston, San Antonio and Dallas so close, there is a limitless supply of people nearby. Plus, as everyone loves pointing out, it's one of the favorite spots for non-Texans to relocate. Austin definitely isn't my cup of tea...
  34. Mo City

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

    "Regular Joes" have gotten plenty of responses from Elon. Of course, being someone Elon actually knows and follows on Twitter greatly increases the chances.
  35. Mo City

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

    Translation: If I don't measure up, it's because the ruler is wrong.
  36. Mo City

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

    Yep. Joe and Randy have great opening commentary for each video. So good that you can skip the rest of the video if pressed for time (which I am not :) ). Jeff has by far the most beautiful videos. Jack doesn't post very often but has great stuff. I specifically try to post Joe's videos with...
  37. Mo City

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

    Very cool video of Dave interviewing Quad Squad member Randy. Dave went to visit the site to try out his drone and met Randy. @DaveT , were you aware of the Quad Squad prior to this?
  38. Mo City

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

    So, when it comes to autonomous driving: (1) Radar makes lidar useless and (2) vision makes radar useless because (3) the best part is no part and (4) the best process is no process.
  39. Mo City

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

    Agree with you completely. Berlin and Austin will grow into King Kong and Godzilla in 2022 and 2023. (As in nuclear Godzilla at the end of King of Monsters).
  40. Mo City

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

    Thanks for posting this. Here is a little more, His top 5 Mercedes EQS features: 5 Ambient lighting 4 Tech: Very good HUD. Has 8 USB ports, 2 HDMI ports, 2 wireless chargers, fingerprint sign in, sideview mirror adjustment 3 Interior luxury: Great ventilation, seat adjusters, built-in seat...
  41. Mo City

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

    I expect construction on the Austin campus to continue for at least the next 4 years. Between additional Tesla GFs, a Starlink factory, who-knows-what-else factories, multiple corporate HQs, etc, they are just getting started. There have been rumors of more land purchases. Ground Zero for Musk...
  42. Mo City

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

    I think it's a no-brainer that removing radar (in some way or another) allows them to improve camera vision performance. The "addition by subtraction" concept MUST be in play here for this to make any sense.
  43. Mo City

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

    Congrats to your cousin. Everything you said is all good and well. But the real question we all have is what is he smoking?
  44. Mo City

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

    Mods, forgive me but I have to post Elon's comments on that mind-blowing video. Pleeeease do not reply.
  45. Mo City

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

    Jack with a midweek treat. Go straight to ~5:45 to see four of the large cranes in the battery area finally woke up from their long slumber and are lifting metal. :)
  46. Mo City

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

    AJ is my favorite punching bag, He has been all over the place in recent years re TSLA. However, during this Bloomberg interview, he is strikingly close to the bullseye. Neither interviewer gets Tesla at all, but they ask legit questions from their vantagepoint that AJ handles reasonably well.
  47. Mo City

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

    I moved to Houston in the mid-80s. Visiting Austin back then made me want to move there. It was quieter and seemed more grounded than Houston. So glad I stayed put. Explosive growth is fine but there are downsides. Hated going there on business in more recent years because the traffic is...
  48. Mo City

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

    Kum & Go convenience stores adding superchargers. Could eventually grow into something big. https://www.teslarati.com/tesla-supercharger-kum-and-go-location/

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