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  1. CLK350

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

    Details there, below via Google Translate - normal production glitch, good that they caught it in time, BUT watch for the usual FUD printing soon in all media https://teslamag.de/news/deutsches-model-y-tesla-kunden-auslieferung-absage-erheblicher-mangel-50018 Engine problem with German...
  2. CLK350

    Elon Musk: "Maybe We Should Advertise"

    For completeness https://teslamotorsclub.com/tmc/threads/musk-says-tesla-will-do-advertising-as-art.200805/
  3. CLK350

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

    Not relying on voluntary responses (opinions, and obviously not an unbiased survey) but from from owner's ratings Via Sawyer Merritt on Twitter and Eva on Tesmanian (skipping Fred's Trek just because ) Tesla has a higher satisfaction rating than any other auto brand, according to new Global...
  4. CLK350

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

    The public hearing where these slides were presented is on YouTube - quite upbeat, looks like TBC and the City Council work well together ( the mayor mentioned this project is discussed in many meetings and LV is definitely the leader ) In case someone wondered what a monorail has to do with...
  5. CLK350

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

    Besides Wednesday's probable turbulence, expect more on Thursday in case Elon's Twitter all employees meting turns out to also be the announcement that a deal has been reached
  6. CLK350

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

    Elon: " .. Ford and Tesla only EV car companies that will survive .. Rivian and Lucid will go bankrupt unless something drastic happens*. " Considering VW and the Chinese car makers (incl Volvo which is Chinese owned), are the rest of the ones who will survive, what would be a reasonable...
  7. CLK350

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

    Twitter is not comparable to AOL or Yahoo (different circumstances, different reasons for failure, certainly different leadership or lack thereof). The key argument I disagree with, in my opinion, is that Twitter under Elon (whether he buys it or controls it) would wither. Here's where history...
  8. CLK350

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

    I know it's an irrelevant sorta question, but why would TSLA +3% be at 10X the Nasdaq 0.3% at 09:52 am EST ?
  9. CLK350

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

    Could well be, however Twitter isn't as popular as it should /could be, maybe there is a reason for this? Also, how do we know Twitter isn't isolating Tesla aware and Tesla non-aware folks right now? or skewing perceptions with spam bots influencing one's perceptions? This has been...
  10. CLK350

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

    This is one reason the Twitter acquisition (or a Twitter like improved version from Tesla) is important for Tesla and its mission: this would be one of the most effective ways to fight the prevalent FUDsters' lies which 90% of the public believes. Great PR replacement for Tesla in addition to...
  11. CLK350

    What other tech stock to consider?

    For accredited investors - seems like a good company - not sure I would get out of TSLA tho, all tapped out https://info.ourcrowd.com/cropx/?utm_source=cropx&utm_medium=website&utm_campaign=invest_button
  12. CLK350

    Off topic galore

    There are new developments in enclosed spaces farming using LED lighting: much more efficient use of space and energy, also no need for weed killers, pesticides. Keywords: "container vertical farming" lilke
  13. CLK350

    Off topic galore

    Cool interview of Gwynne Shotwell -
  14. CLK350

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

    Re Apple Carplay trying to offer visuals and integrated screen for all cars (see Dave Lee's YouTube video below): why wouldn't Tesla license its hardware/ software MCU with 8 cameras, integrate with other car sensors and so offer autopilot - at the same time collecting driver data useful for FSD...
  15. CLK350

    Elon & Twitter

    Actually that could have been a good ruse considering the penalty would be minuscule compared to the benefits (recall the chess game being played at the time)
  16. CLK350

    Elon & Twitter

    YES. And to reiterate, my opinion is he does want to own Twitter, and he's just showing them he isn't going to overpay or take their BS. The reason he's keen on either owning Twitter OR creating his own version of it is that it is completely aligned with his core mission. to advance human...
  17. CLK350

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

    Re " ..Hopefully one day in the not too distant future she will be wistful that she didn’t buy-in when she had the chance.. " Nah - people I've tried to convince way back in '19 don't remember our multiple back and forth emails, and I don't have the heart / time to send them these copies. The...
  18. CLK350

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

    It's incredibly poor judgement to say, "Good luck with the trip to the moon", when the moon mission involves American taxpayer dollars and real American astronauts with real families at home! It's actually despicable beyond words and un-American. And it's unclear what he thinks a moon trip has...
  19. CLK350

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

    It's a LOT worse than that: it is the Financial industry itself is dead set against Tesla, has been forever, as they are the majority investors in the oil & gas industry, and are the most at risk of losing their short term revenues from all these legacy established companies. See this for...
  20. CLK350

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

    Come to think of it, large cities with subway systems like New York City would benefit big time with a retrofit using existing tunnels, replacing heavy and inefficient trains with Tesla carriers/ platoons, off ramping once in a while at some stations to let long distance vehicles zoom faster to...
  21. CLK350

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

    The problem with our standard of living going down when we as a group need to work less caused by FSD progress? What drink (vac uh no nnno ) do I have to take to believe this? The problem is ourselves not responding to the same miscreants trying to keep ICE, traditional oil & gas and obsolete...
  22. CLK350

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

    How can you be sure your Bolt isn't subject to random fires? I thought it was a design issue, or was the issue limited to certain models only? [OT] Some local color (New York City) - as the SP does its thing and we read the tea leaves rivulets in the sand from the tides going in and out...
  23. CLK350

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

    So rather buy another Tesla (the car) for its lithium content (and rent it out to someone you trust* ? /s tho it may turn out to actually be true (*) DM me if interested, I'm tired of waiting for EmmaY my Oct Y ... which I'll finance anyway
  24. CLK350

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

    Anyone knows: wouldn't it make sense then for GigaShanghai to do a US designed Y production run and ship it to the US? Would accelerate sales - tho I understand revenues would have to be spent on Chinese goods, still ..
  25. CLK350

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

    More precisely: Mar - Jun 2023 for base Model Y - Dec 2022 - Mar 2023 IF you splurge for the $2000 extra 20" wheels
  26. CLK350

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

    Methink Brn2Run is trolling (came from the Twitter and Elon thread where I first noticed his downvotes and stopped playing as it was clearly useless) Not sure why he also restricts anyone but people he follows (or maybe nobody for all I know or care) - viewing his profile or messaging him...
  27. CLK350

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

    The best explanation about global warming Elon did was IMHO at this 2015 talk* -(or search YouTube for "Elon Musk talk at the Sorbonne") -with this graphic explanation Elon aptly calls "the turd in the punchbowl", how introducing huge amounts of carbon extracted from underground completely upset...
  28. CLK350

    anyone shorting Tesla?

    YES, please post your rationale and actual trades, we all would enjoy a good laugh (unless you end up ahead of course /S )
  29. CLK350

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

    Well - Elon taking a tougher stance seems to pay off https://www.reuters.com/markets/us/faceoff-with-elon-musk-sec-blinked-2022-05-24/ " .. ... Judge's remarks in 2019 knocked SEC's confidence court would back them Core issue - what is "material" information - was left to Musk and Tesla to...
  30. CLK350

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

    And where will Google get its dynamic 3D real time Neural Net training set? From cameras looking into people's brains while they surf or shop? /s
  31. CLK350

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

    The article goes to great pains to avoid any mention of Tesla, gushing about the Rivian R1T .. .. /s Rivian producing about 10-15 thousand trucks a year. Okay - good luck with that
  32. CLK350

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

    So .. Bullish that they're panicking so much they have to go that far deep - noting also they don't dare pluck the usual Tesla car fire anymore. Weird, maybe they're afraid the counter would be showing all past fudged articles? I think pushing the NASDAQ down via the Fed announcement timing...
  33. CLK350

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

    FUD - sorta .. from a comment on that article (Edit: bold my emphasis) "Adam - 2 May, 2022 The TÜV inspections are often done at the dealership where they fix all the problems before they inspect the car right there. A company like Tesla has no dealership so they get inspected and then fixed...
  34. CLK350

    Elon & Twitter

    https://www.revolver.news/2022/05/busted-disinformation-operative-renee-diresta-integrity-initiative-free-speech-elon-musk-george-soros/ Busted: Disinformation Operative Who Attacked Elon Musk’s Push for “Free Speech” Caught Red-Handed in Secret Influence Operation " .. It is not yet clear...
  35. CLK350

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

    Nothing wrong in trying to rescue those of her followers who (still) have an open mind. In fact if enough people piled in on her inane comments, more of her r followers might convert to the real Tesla story.
  36. CLK350

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

    Reminder about what Tesla's advantage is re Dojo - not only conceptual at the algo levels, but also heftily aided in real time computational tasks https://teslamotorsclub.com/tmc/posts/6067527/
  37. CLK350

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

    I'm not an expert, but from what I understand: as much as I appreciate Google's achievements in AI / NN I also believe they are one generation behind Tesla re AI advances. Gato will certainly excel at interpreting images and text given Google's training datasets. It also has none of the dynamic...
  38. CLK350

    Tesla Litigation Department

    How is Elon impeding Tesla's progress? There hasn't been any less demand for Tesla cars AFAIK, and the progress of Tesla is continuing unabated: 4680 ramping up, Giga Texas, Giga Berlin ramping up, Giga Shanghai expanding and continuing as a production juggernaut, currently temporarily slowed...
  39. CLK350

    Tesla Litigation Department

    You are missing a big piece of ongoing history, Tesla has had to FIGHT against its detractors BIG TIME all the way till today. Now that Tesla is in an unassaillable position, their ONLY remaining obstacle is that ongoing FUD. And since it also now has the means to tackle it, good - as it...
  40. CLK350

    Coronavirus

    Trying to keep an open mind here. What to make of this piece a well-meaning friend sent me, basically saying we're still ignoring science and listening to politicians instead. https://ianmsc.substack.com/p/a-new-world-health-organization-report?s=r
  41. CLK350

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

    Good info, tho I would imagine they must be working on a different system for vertical shafts: these would be necessary for the next development phase, Elon had announced, the hyperloop. That one would prefer long straight horizontal paths, so need regular service shafts or exits.
  42. CLK350

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

    Question: is Prufrock capable of digging VERTICAL shafts? Seems like these would be necessary add ons to any tunnel project
  43. CLK350

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

    IIRC, to be specific, the Saudis were spouting anti Tesla FUD while privately assuring Elon the deal was as good as done, BUT when he asked them to publicly announce it, they dissembled - which is when Elon walked away. IMHO This TWTR situation is way different, Elon is intent on getting hold...
  44. CLK350

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

    Here's the Google translation, saving you a couple clicks My comments: - short term glitches won't matter past 1Q2023, especially when 4680's will be ramping up (note Semi ordering page got live a few days ago) - HUGE benefits anyway from Tesla Berlin even tho it isn't performing at...
  45. CLK350

    Elon & Twitter

    Reposting from the main thread And I think this answers a lot of questions folks here are still unsure about. IMHO: 1. Elon is NOT going to let go, the deal will be done. Twitter is a big deal for humanity in his view, and will indirectly help Tesla 2. It is NOT about his ego, his ego is...
  46. CLK350

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

    On YouTube now 0:00 Bestie Guestie Elon Musk joins the besties via Zoom at the All-In Summit! 0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration 13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company 21:42 Concerns...
  47. CLK350

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

    The implication is that ramping up production lines of the new 4680 batteries could be going very well - so 4Q target is likely to be reached.
  48. CLK350

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

    Not sure how new this is - but the Tesla Semi page is now live and Tesla is taking firm orders - first come first serve I guess Tesla Semi
  49. CLK350

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

    Lincoln's comment should appear on top (doesn't say "highlighted comment", I guess I missed something - not going to try and fix that) Looks like this

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