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  1. U

    Blog Tesla Will Move HQ Out of California After Fight Against Health Order

    Check out what actual Tesla employees think of Elon Musk. From Glassdoor: " Advice to Management I was debating whether I approve of the CEO or not. On the one hand, he occasionally sends these excellent emails about business philosophy and avoiding siloing, wasteful meetings, and that...
  2. U

    Blog Tesla Will Move HQ Out of California After Fight Against Health Order

    I think the way negotiations actually went was that Elon got on the phone, started cussing and spewing conspiracy theories from the internet, and Dr. Pan's crew hung up the phone.
  3. U

    Blog Tesla Will Move HQ Out of California After Fight Against Health Order

    Tesla has 15000 employees in the Bay Area. Tesla's secret sauce is in the minds of those 15000 workers, not in Elon's inflated ego. If Tesla really does leave (which is less likely than Elon makes it sound), there's going to be a bonanza for new automotive and greentech startups in California.
  4. U

    Blog Tesla Will Move HQ Out of California After Fight Against Health Order

    Can you imagine the tantrum Musk would have thrown if the Shanghai plant were in Wuhan instead? Lots of car factories in Wuhan. It would have been closed for 2 1/2 months. Fremont's been closed for 6 weeks and Dr. Erica Pan indicated they'd re-evaluate it in just a week. Elon's tantrum is crazy!
  5. U

    Blog Tesla Will Move HQ Out of California After Fight Against Health Order

    California has been EXCEEDINGLY good to Tesla for a long time. California leaders (business and political) were supporting Tesla when it was a tiny little startup. There was Gov. Schwarzenegger at the original company launch in 2006, putting down a deposit for his own Tesla. There was Gov. Brown...
  6. U

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

    It's time for the board to fire Elon Musk.
  7. U

    Coronavirus

    The stuff Elon is quoting isn't high-quality, peer-reviewed research. It's the sort of crap that gets forwarded around the internet. Elon isn't a research scientist. He's a businessman with some science in his education background. What we're learning about Elon is that he is gullible, and that...
  8. U

    Coronavirus

    "Lock down" is an inaccurate term. That's why I never say "lock down". The orders (here in California, probably similar elsewhere) explicitly permit outdoor activities. Walking in the neighborhood, going to parks, hiking, biking, all encouraged. (That's why I don't understand Elon's rant. He...
  9. U

    Coronavirus

    Why do smug liberals keep distorting what Trump said? Trump NEVER said to drink bleach! He said to inject bleach!
  10. U

    Coronavirus

    It is true that COVID incubates longer and transmits easier than H1N1. In general, a virus with a longer incubation period and easier transmission is less deadly than a similar one with a quicker incubation and harder transmission. But this is not a hard and fast rule that can be applied to...
  11. U

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

    The Texas vs. California comments on this thread are ridiculous. California has been supporting Tesla for more than a decade. Texas won't even allow Tesla to sell cars directly. FWIW car factories in Texas aren't running yet either. Toyota was planning to open the San Antonio plant on May 4...
  12. U

    Coronavirus

    I think Elon Musk is a communal narcissist. The Communal Narcissist: A New Kind of Narcissist? The description of a communal narcissist, the sort of upbringing that causes the trait, the sorts of problems in personal relationships that such a person has, the sorts of causes they pursue, and the...
  13. U

    Coronavirus

    Same place my poop comes from. Actually it's a guess from adding the ~30% of workers that are essential to the ~40% that can work from home.
  14. U

    Coronavirus

    We all know Elon Musk is both brilliant and crazy. This guy head butted a car on the production line the last time he had a meltdown (2018). I'm not surprised that a month of isolation is bringing out the crazy. Musk suggested that the California stay-home orders (which are similar to those in...
  15. U

    Coronavirus

    My guess: Alameda County health officials made Tesla delay the factory restart by a few weeks, and Elon is pissed. Hey, I get it. I HATE HATE HATE this social distancing too. The known case fatality rate is around 5%, about 10X too high to just let the virus run wild. Now, there's a few *very...
  16. U

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

    I looked through the summary and I thought the results were kind of meh. Remdesivir IS useful in getting people out of hospital beds faster, but its effect on death rates is minimal. That means Remdesivir just moves the infection rate at which he health care system would collapse to a higher...
  17. U

    Coronavirus

    Here in late March, with the USA at over 100,000 confirmed cases, and the world well over 500,000 (who knows how many real infections), reading page 1 of this thread is something trippy. Exponentials are scary things.
  18. U

    Coronavirus

    My wife (emergency physician) says there's no realistic possibility of preventing this coronavirus from becoming a pandemic. With all the quarantines they are just trying to slow the spread in order to manage the number of people needing hospital care at any one time. Also they're hoping either...
  19. U

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

    Tempted to sell my shares and replace them with OTM calls. Lock in a profit and use a fraction of that profit to keep it open for further upside.
  20. U

    Blog Tesla Factories Get New Naming System

    Why not promote Fremont to a Giga? Fremont is actually bigger than any of the Gigafactories right now. By headcount it's ~2X bigger than all of them combined.
  21. U

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

    Short-Term TSLA Price Movements - 2013 Click the link to relive TSLA longs' greatest moment of glory, the original Tsunami of Hurt
  22. U

    Porsche Taycan EPA range

    The old 2-cycle EPA test only goes to 97kph, but the newer 5-cycle test goes to 131kph. It sounds like Porsche used the basic 2-cycle test and applied the correction factor, even though running a full 5-cycle test would give a better result. This document...
  23. U

    Taycan Takedown

    I don't agree that What Car's methodology disadvantages cars with bigger batteries. If anything, when comparing two cars with the same rated range, the methodology seems to favor the car with the larger battery. I think the reason Tesla does somewhat poorly on this test is because it is done in...
  24. U

    Porsche Taycan EPA range

    This is the most believable explanation I've seen so far. The reason they'd use their least efficient version is probably because either the EPA or a lawyer told them to do so, unless they wanted to test every variant.
  25. U

    Porsche Taycan EPA range

    The EPA test actually goes up to 80mph. The EPA and WLTP cycles are not different enough to explain such a large discrepancy. Tesla ratings are much closer between the two.
  26. U

    Porsche Taycan EPA range

    The EPA test cycle does indeed average a higher speed on the highway than WLTP. Yet that cannot be the explanation. The city rating is an inexplicable 68MPGe.
  27. U

    Porsche Taycan EPA range

    Just 201 miles, and a consumption of 49 kWh/100 mi (!!!). I was expecting more like 270 miles range. These numbers are so bad it looks like a mistake.
  28. U

    Unsworth Vs Musk defamation trial

    The crowd at Jalopnik is having an aneurysm: Elon Musk Wins Bizarre 'Pedo-Guy' Lawsuit
  29. U

    Speculation of pack sizes (kWh)

    To estimate the ratio between Model 3 and Cybertruck energy use, we can compare Ford F150 vs Ford Fusion energy use. The most efficient conventional powertrain Fusion gets 27 MPG combined. The most efficient F150 gets 22 MPG, meaning that the F150 uses 22% more energy per mile than the Fusion...

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