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  1. j6Lpi429@3j

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

    The majority of owners have relatively new cars. It shouldn't shock anybody to know that a brand new car works correctly. What is more relevant is how long a Tesla will last. There simply are not enough 10 year old Teslas to know this yet, but if anyone with an older Tesla gets shouted down the...
  2. j6Lpi429@3j

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

    is it ok to call people criticizing the company 'crybabies' though?
  3. j6Lpi429@3j

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

    is there any point to discussing the customer service of tesla in the tesla investor forums? is that a joke? christ, no wonder its so bad, if even mentioning an area tesla is not perfect at gets this kind of reply, they are not even going to realize how bad it is. This should be an investor...
  4. j6Lpi429@3j

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

    Are we really back to calling people who mention poor service 'crybabies'? This is embarrassing. It is WAY too early to be smug about Teslas long term build quality. I own a 2015 model S. An amazing car, but with terrible panel gaps, the fancy powered door-handles broke and needed replacing...
  5. j6Lpi429@3j

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

    The real excitement here is the relative Y/3 production. I get the impression that the actual production cost of the Y is not really much more than the 3, but the price is way higher, and the margins thus WAY better. Once they really have casting sorted, I suspect the production cost of Y may...
  6. j6Lpi429@3j

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

    Regarding federal incentives etc... two possibly underappreciated points: 1) This only applies to US customers, which are getting to be less and less of a major factor in Teslas sales. Other markets exist. Many posters here are from the US and may forget this applies to *one market* for *one...
  7. j6Lpi429@3j

    Terrible customer service

    Thats unforgiveable. Its truly worrying as an investor that customers are being treated this badly. Tesla sell every car they make...for now, but they are destroying their reputation with this lack of basic customer service.
  8. j6Lpi429@3j

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

    I know a lot of people who have bought a taycan. I guess they are established porsche fans who hate tesla, or perhaps want to be different. The taycan IS a very LOOK AT ME I AM COOL car, whereas the model S looks like a jaguar. Nice... but not trying to turn heads. They do all complain that...
  9. j6Lpi429@3j

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

    I went from a lexus to a model S. The interior of the lexus is unquestionably more premium feeling than the tesla, even though the s was twice the price. Tesla really could do with upping their game on the whole luxury interior front. Right now, they sell every car they can make, and its a non...
  10. j6Lpi429@3j

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

    its only a matter of time before those car transporters are modified semis :D Assuming there are some routes (maybe from factory to port?) that are not perfectly suited to train transport, it might make long term sense to stick some megachargers along the route and use semi-transporters to...
  11. j6Lpi429@3j

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

    lets not pretend all cell phone or tablet batteries are safe though. I went on a short helicopter trip recently and they insisted laptops be in the cabin with passengers, not safe to go in the cargo hold. We tolerate the explosion risk of laptop batteries because they are small and not...
  12. j6Lpi429@3j

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

    Since march 2020, steel prices are up 215%. There is a lot of steel in a tesla. https://fortune.com/2021/07/08/steel-prices-2021-going-up-bubble/
  13. j6Lpi429@3j

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

    Don't forget that the price rises in recent months may well be related to cost of materials, which have been rising all over the world. No guarantee these will lead to a rise in profits,
  14. j6Lpi429@3j

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

    also re...enforced FSD. Economics will fix this. Cost to ensure car with FSD: $1,000. Cost without FSD: $20,000. Problem solved. a de-facto ban on manual car operation. Insurance companies are data focused and not interested in any war between one car company and another. The data will force the...
  15. j6Lpi429@3j

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

    i am in no hurry for tesla to recognize fsd revenue. Firstly i think doing so before there is regulatory change will look dubious, but secondly its not like they *need* the money right now anyway. Why show all the competitors how profitable autonomy can be before you need to? why give more...
  16. j6Lpi429@3j

    Near-future quarterly financial projections

    Surely Germany is a great place for supply chain localisation? Enough German auto companies have been there long enough that such things are already in place.
  17. j6Lpi429@3j

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

    I see this as TERRIBLE, not a plus point. It doesn't matter who they have spoken to, or how closely they watched Tesla, the idea that they will get their first factory right is negligible. This is stuff is obviously hideously complicated. Jumping right in there to build a huge factory before you...
  18. j6Lpi429@3j

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

    I would not rule out model 2 production in Berlin. To almost everyone I know, the standard range tesla model 3 is way, way too expensive for them to consider as their next car, and I mainly talk to affluent office workers in the SW of England. You don't need to be selling to people in India or...
  19. j6Lpi429@3j

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

    Not if dojo is cheaper to run, and faster to run (more iterations per day). The event suggested both were true, and also showed how trivial it would be to swap from existing solutions to running on dojo. It looks like they have been anticipating renting out compute power for a while. TBH that...
  20. j6Lpi429@3j

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

    ok...but if they knew that, why not put that on the livestream page, or better still, actually tell people the correct start time and not waste the time of everyone not there in person? Not doing either is shambolic, and unprofessional. Wasting the time of potential future employees is a...
  21. j6Lpi429@3j

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

    Agreed. It might be cool if you are seeing a band live for the first time and you are 16, but if you are an AI researcher who has their pick of any job you want, then seeing that they cannot even start a recruitment event on time on youtube is kinda embarrassing. Makes you wonder what else is a...
  22. j6Lpi429@3j

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

    Sigh. its getting embarrassing how predictable it is that tesla can never start an event vaguely on time. Its not a good look.
  23. j6Lpi429@3j

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

    That image of gordo, clearly at home, but wearing suspenders like he is in the original 'wall street' movie just shows him for what he is. Someone desperately role-playing as a big shot trader, but clearly terrible at it, and completely unemployable. Its sad. He has the clothes for the job (40...
  24. j6Lpi429@3j

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

    I imagine that ultimately there are more metrics than this. Maybe: disengagements/km average speed achieved (no point in autonomy if its 1km/hour everywhere) smoothness of ride percentage of assumptions that proved true (such as predicting the car in front is about to brake, or a partially...
  25. j6Lpi429@3j

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

    Hints where? from who? from an official source? This forum ALWAYS does this. Tesla literally state in 200 point bold all caps that something is just a recruitment event, and everyone expects them to announce a model 2/robotaxi/flying car/jetbike. Its a recruitment event, not a stock-pumping...
  26. j6Lpi429@3j

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

    China *could* align itself with Belgium and exploit its waffles. The question is whether or not that's likely. Its shocking just how awful most 'journalism' is now. Bubblegum clickbait for the masses, to sell ad space to big-auto companies. Not news.
  27. j6Lpi429@3j

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

    Yup this is definitely a thing. Had my model S for 5 years. Everyone in the village knows me as the EV guy. I am very often asked "hows the tesla? still happy with it?" Finally a few months ago a neighbor bought a Nissan Leaf. He would have got a tesla if it was within his budget I'm sure.
  28. j6Lpi429@3j

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

    Its quite reassuring that despite the scary headlines about THE US GOVERNMENT investigating autopilot... that we end up just down about 4% in a day. This is the *big day* that *the story broke*, so its likely to fizzle out from now onwards. Its also worth repeating that: Bidens presidency might...
  29. j6Lpi429@3j

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

    ha. price is nuts, buying another £10k worth to flip within the week. feels like very very easy money edit: got 24 shares at $680. hilarious
  30. j6Lpi429@3j

    Service and communication (out of main)

    I've now been waiting four months for an email reply from tesla. Despite several attempts to chase it. I also spent 45 minutes on hold with them a few days ago, because in the year 2021, tesla have not cracked the technology of ringback, and consider my time worthless. I love my car, and own a...
  31. j6Lpi429@3j

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

    FWIW even the tiny company I'll be using as an autobidder alternative handle frequency response as well as energy arbitrage over longer periods. As I understand it, in the UK the national grid will pay you to effectively rent some battery space from you for the next 30 minutes. They then pay you...
  32. j6Lpi429@3j

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

    This is all pretty easy. I'm a computer programmer, and nothing you have described is hard. Besides, in the UK, energy trading is generally done in half-hour price bids. So 48 trading events per day. Maybe its different in the US, but here in the UK, making 500 million energy trading decisions a...
  33. j6Lpi429@3j

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

    Customer service through the app is great IF the menu options are what you want. If it something unusual and you NEED to talk to a human... you cannot. One particularly stupid example... my address has no street name or number (rural UK). The 'enter your address' part of the app just cannot...
  34. j6Lpi429@3j

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

    Whats so unique about autobidder? I'm currently going through planning permission to build a small 1MW solar farm with 500kwh stationary storage. I have a contract with a company called gridserve to handle power pricing arbitrage for me here in the UK. Basically autobidder. AFAIK that company is...
  35. j6Lpi429@3j

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

    I hate this sort of thing. Its the sort of hyperbolic stock-pumping that would make crypto-enthusiasts blush. Tesla is amazing, and Elon extremely accomplished. we do not need to extrapolate wildly or exaggerate the situation like this. There are limits to how fast a single company can grow, and...
  36. j6Lpi429@3j

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

    Please dont hype up ai day to be more than it is. Its been already stated that this is a recruitment event. Its just like neuralinks recruitment event. Its designed to ensure that if there are people out there who could help with FSD, that they choose tesla and not a rival company. Thats it...
  37. j6Lpi429@3j

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

    This would be true if there was not already a lot of amazing products in the 'when are they going to actually make these?' queue, such as roadster, semi and cybertruck, and 4680/structural. Production is already massively lagging behind R&D.
  38. j6Lpi429@3j

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

    Random idea re: Opening up the supercharger network. Make it public that Tesla is overcharging non teslas for the power. All the excess income goes into a ringfenced fund, and that cash is automatically allocated to discount the price for teslas. Could even be done on a state by state or even...
  39. j6Lpi429@3j

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

    Tesla *do* have one advantage over every other car company on this specific issue though. If ford cant get chips vital for a car, they have to sit on their ass. If Tesla cant get the same chip, they can take the batteries destined for that car and stick them in a powerwall, as powerwall demand...
  40. j6Lpi429@3j

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

    Don't be too fussed if Tesla does not leap up at market open. The news takes a while to sink in. Not everyone has cleared their Tuesday morning schedule to check out Teslas latest quarterly results. Hell... a lot of people ignore quarterly results and only focus on yearly results anyway. Berlin...
  41. j6Lpi429@3j

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

    Indeed. I think it does look like this is tesla padding the price due to high demand plus the chance of a juicy EV tax credit coming in the US. Very sensible business move. I did suspect we would be dissapointed, and that this strategy would have been impossible due to raw materials rises, but...
  42. j6Lpi429@3j

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

    I think the best news is regarding 4680s. If there was even a hint of a problem here, the statement about 4680s would have more wiggle room. It reads like "we can mass produce these now...we just want to make sure we can mega-mass produce them". TBH I am surprised (happily) that the margins are...
  43. j6Lpi429@3j

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

    Christ i get the feeling that if you post anything here that suggests tesla may have made a mistake, or that maybe bitcoin was not the most awesome move ever, you are treated like the enemy. Is this the INVESTORS thread, or the fan club? because believe it or not, you make better investment...
  44. j6Lpi429@3j

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

    How on earth is a theoretical 'model 2' *upcoming*. There has been zero confirmation that tesla is even designing such a car. And even if they suddenly showed one off tonight, I'd expect to wait until 2024-2025 to get one, because we are STILL waiting for roadster semi cybertruck And thats...
  45. j6Lpi429@3j

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

    I get the impression that tesla kinda screwed up a bit with the location for the nevada gigafactory. Its sounds like it just has labor shortage issues. Perhaps they thought that the process could be more automated than it is?
  46. j6Lpi429@3j

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

    I watched this slightly cringeful video about driverless cars, new out on youtube: The interesting thing is that this is a video sponsored by waymo. The youtuber is very popular and lives in Australia, and its clear they flew him to phoenix to make this video. My guess is maybe $50-60k to...
  47. j6Lpi429@3j

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

    I don't see a good reason to discontinue the S and X. Doing so just means more gas guzzling big SUVs and sports cars will get sold. By all means stop updating them, but even if Tesla waits another 5 years to do a big S/X refresh, then thats a long period of time in which they are not sidetracked...
  48. j6Lpi429@3j

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

    What percentage of Tesla owners do you think read elons master plan? Most people just buy the car they like the look and sound of, and the specs. They don't read the company mission statement. If a Tesla owner tells me they feel cheated that suddenly 2 years after purchase their once often-empty...
  49. j6Lpi429@3j

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

    If I designed the app for non-tesla supercharging, I'd make sure that alongside any of the stats (time taken to charge, charge rate etc) in the UI, it would also show the equivalent stats for if the owner had a tesla instead (complete with button to browse available inventory in your area).
  50. j6Lpi429@3j

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    Or selling it before he burns even more of our money would be good. Its not teslas mission to boost cryptocurrency like some embarrassing pump and dump scheme. Plenty of silly crypto companies out there for people who want to do so.

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