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  1. hobbes

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

    Randy Pobst´s Pikes Peak Run ended with fogged up windows after being fastest in the first section 😣 Imagine that after so much work they put into tuning the car and practicing, soo frustrating.
  2. hobbes

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

    Strange, drive units for Berlin Ys are coming from Shanghai, so I´d guess they should know how to make them by now... Hope this does not affect other cars made directly in Shanghai.
  3. hobbes

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

    Nice start into the trading day, already 3% up...
  4. hobbes

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

    You mean per quarter right ;)? 400k/month would be 4.8 million per year 😂
  5. hobbes

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

    The plot thickens :) Maybe Elon was sandbagging after all.
  6. hobbes

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

    https://insideevs.com/news/593972/tesla-model3-top-10-best-selling-car-global-2021/
  7. hobbes

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

    We discussed a new robot deliverd to Giga Berlin that is used in Austin for structural battery pack Ys above - if the insider info driveteslacanada got is correct, it is quite likely that Berlin is actually already moving in this direction (which I initially thought was unlikely)...
  8. hobbes

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

    In that article Elon is also quoted with Could be a general remark (it is always hard to get to volume production) but the way he says it sounds a bit like it is harder than expected to me. Maybe a connection with the 4680 ramp discussion here earlier maybe not..
  9. hobbes

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

    Upgrade (but with lower target price than before):
  10. hobbes

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

    I remembered that they had some info on this in a quarterly update letter, found it in Q1 2022: So this plan is not new, but then again the Q4 letter is not even 2 months old either so from this we cannot say it has been a long term plan.
  11. hobbes

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

    https://europe.autonews.com/automakers/tesla-hiring-500-600-staff-month-german-plant-regional-economy-minister-says?utm_source=dlvr.it&utm_medium=twitter
  12. hobbes

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

    It is the same robot that they use in Austin for 4680 structural pack Ys, not safe to say that they will use it for the same in Berlin right now IMHO. They could have that robot in Berlin already and just duplicating their original line. The Berlin cell factory is still under construction... I...
  13. hobbes

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

    Was going to argue tabless should improve the charging capapility, but turns out larger cells in general have more of a problem with fast charging and tabless compensates for that for 4680: https://cleantechnica.com/2020/09/22/everything-you-need-to-know-about-teslas-new-4680-battery-cell/
  14. hobbes

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

    New press (or casting??) machine on its way to Giga Berlin: Does anyone know if we can learn from the weight of 75 metric tons what it actually is? Giga press for Y is said to be 410 tons here, but as it is likely not shipped in one piece... Otherwise we might learn what it is from next...
  15. hobbes

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

    In Norway we can even differentiate between made in Berlin an made in Shanghai-all Performance Y are from Berlin and named ‚DE-P‘. Only free variable is how the Performance Ys from Berlin are distributed across countries. Also it seems the Berlin VINs are sequential at the moment but we know...
  16. hobbes

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

    Tesla lithium deal in Australia:
  17. hobbes

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

    Tesla is listing 770 job openings in Germany alone :) https://www.tesla.com/de_DE/careers/search/?country=DE
  18. hobbes

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

    Happy Birthday! Off to a good start at least on tradegate.de: https://www.tradegate.de/orderbuch.php?isin=US88160R1014
  19. hobbes

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

    I have the feeling Elon might want to put all not-so-good news into Q2 which is weaker because of Shanghai shutdown anyway to make it an effective bear trap, before turning the heat on with the Austin/Berlin ramps, stock split and possibly FSD in Q3 or Q4. Not advice, just a guess.
  20. hobbes

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

    Also in this twitter thread 😄:
  21. hobbes

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

    WuWa has discovered a new warehouse near Giga Shanghai, and seems to have some insider info (hope these are not just his guesses and that´s lost in translation..): If true, typical Tesla: rapidly learn from problems (parts shortage from lockdown). EDIT: Seems to be shared whith another...
  22. hobbes

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

    I guess Tesla isn´t the only institution in need of more professional communication 😂
  23. hobbes

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

    New expansion area at GF Berlin presented (hat tip to Tobi Lindh): To be used for (new info bold) Train logistics with areas for cars and storage Service Center and Delivery Center Facilities for training and recreation Kindergarten Slides with ground map still show two planned factory...
  24. hobbes

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

    Results from audit (part of permit) for Giga Berlin partly available, everything seems o.k. so far. Article (second page on twitter) also includes which parts of factory are not running yet (no big surprises there though). Original Article (paywall): Gigafactory Grünheide: Wie werden die...
  25. hobbes

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

    After watching Chuck Cook´s latest video I was skeptical as FSD beta bailed out and did right turns every single time, even though the version he had was supposedly optimized for unprotected lefts per the release notes. But he still had 10.12.1, and according to this reddit post unprotected...
  26. hobbes

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

    Berlin ramp Looked up the numbers for Y performance on teslastats.no, this is the only source where we can identify deliveries of Berlin made Y. First deliveries event in Germany was March 22, first 2 deliveries in Norway were April 13. Starting from there, weekly numbers were: Week starting...
  27. hobbes

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

    Mail is adressed to "ExecStaff", maybe this order is actually only meant for execs?
  28. hobbes

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

    https://driveteslacanada.ca/cybertruck/elon-musk-confirms-idras-9-ton-giga-press-cybertruck/
  29. hobbes

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

    https://www.teslarati.com/tesla-giga-shanghai-workers-remain-closed-loop-june-10/
  30. hobbes

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

    Poll of high school students has Tesla in 5th place of favorite future employers (between BMW in 4th and Porsche in 6th). This is the first time Tesla has made the list. An earlier poll of college students had Tesla in top 10 but behind German premium car brands. The changes from last year are...
  31. hobbes

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

    Shanghai lockdown to be lifted:
  32. hobbes

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

    Yeah the 61k includes VAT, should have said that (didn´t because I´m used to dealing only with prices including VAT). I don´t understand why the VAT part you paid is lost from the car´s value? Imagine I buy the car and pay the VAT and immediately decide to sell it. Someone in the market for a...
  33. hobbes

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

    The 2500 environmental bonus doesn not go to Tesla in Germany (see explanation in my post below yours)
  34. hobbes

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

    Cash price includes the VAT, so revenue is 19% less. Environmental bonus is not a tax credit, but an actual bonus given to the customer by both Tesla and the federal government - Tesla is supposed to decrease the price by 2500 EUR (but that decrease is already built into the cash payment price...
  35. hobbes

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

    Tesla emailed me today suggesting trading my 2019 Model 3 for a Y performance from Berlin. I requested a trade in offer just for fun. 2019 LR AWD (pre heatpump etc) Original price: 61,000 EUR Offer. 40,000 EUR Still very happy with my 3, Y is too big for my needs so no need for an upgrade...
  36. hobbes

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

    Only 86 Y/day current run rate in Berlin so far, according to teslamag‘s own sources (I think they’re reliable). More details in the article (use google translate) https://teslamag.de/news/exklusiv-deutsche-tesla-fabrik-86-model-y-tag-lokale-antriebsfertigung-juni-48726
  37. hobbes

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

    Unfortunately not. The registration data sources usually specify the Models, but not if it is performance or not. As Berlin makes Y performance exclusively for Europe while other Y come from Shanghai, that would be the only way to count Berlin output.
  38. hobbes

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

    Berlin ramp looking good - @avoigt reporting: (would be cool if you would add a source)
  39. hobbes

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

    In the end it´s all Elon playing 3D chess 🤣
  40. hobbes

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

    Interesting - if this comes to pass this could make things much easier for FSD in Europe as European agencies follow the UNECE rules (unlike US). Unfortunately no source though so take with grain of salt: EDIT: source claimed to be UK department of transport in private communication:
  41. hobbes

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

    https://www.teslarati.com/tesla-model-y-best-luxury-electric-suv-us-news-2022-award/ Surreal how the good news keeps coming while share price keeps dropping..
  42. hobbes

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

    Panasonic: “We seeing continued strong demand from Tesla, for 2170 batteries, but also for faster development of the 4680.” https://www.bloomberg.com/news/articles/2022-05-11/panasonic-seeing-robust-tesla-demand-for-batteries-development
  43. hobbes

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

    RemindME! 2029 "Uncle is selling next year"
  44. hobbes

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

    Back home but still on sabbatical:
  45. hobbes

    V2G support in Backup Gateway/Switch

    Hi, just found this info on V2G code in Tesla App - haven´t been following this too closely, can anyone tell me if this is new and point me to the right place where this has been discussed? (see the screen shots in the tweet)
  46. hobbes

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

    Just throwing this into the discussion: US has double the per capita oil consumption as Germany: https://www.nationmaster.com/country-info/compare/Germany/United-States/Energy/Oil/Consumption Agree though it is not good getting it from Russia. But US has its own oil, we don´t, which make the...
  47. hobbes

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

    Breaking: Tesla planning to buy another 100 hectar for freight train stations/logistics extending Giga Berlin area by about 30% - info comes from within administration so quite trustworthy...

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