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  • The final cut of TMC Podcast #27 is available now with topics time-stamped. We discussed: Consolidation in LiDAR manufacturers; Volvo EX90 shipping with LiDAR; FSD Beta Full Release in N.A.; FSD detecting autopilot cheats, Gwen Shotwell directly overseeing SpaceX Starship; and more. You can watch it now on YouTube. We should have it published to podcast networks shortly.

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  1. winfield100

    Shorting Oil, Hedging Tesla

    coal consumption
  2. winfield100

    Shorting Oil, Hedging Tesla

  3. winfield100

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

    I have _all_ the data files and am getting better at filtering out stuff. so ask me for a specific ticker and time period, but patience is paramount. (raw data is called cnsfails in twice a month datasets) So, you get 24 data sets per year, zipped/compressed, around 1 megabyte or so each file...
  4. winfield100

    Investor Engineering Discussions

    ------snip------- @Discoducky RainEx or similar? (have a spray bottle of same in garage)...
  5. winfield100

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

    took a look at Failure to Deliver's again, cannot scry or haruspice anything obvious, attached the xls file as a zip
  6. winfield100

    this is seriously disturbing my equanimity, and my spouses, as our govenor is dispicable in the...

    this is seriously disturbing my equanimity, and my spouses, as our govenor is dispicable in the worst senses, and out ENPH are saving us, though we need neither at present (gifted article) https://wapo.st/3ijz00s
  7. winfield100

    Off topic galore

    at 44 minutes in (at 1.5 speed) He mentions Iain M Banks Culture Minds and how they are interested in different things, then at 50 min mentions "Mutaully Assured Florishing" they all failed to overtly mention that AI's think a lot faster and can look at many different outcomes but implied it...
  8. winfield100

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

    @Cosmacelf it was a friendly, mild quibble, and yes, the first baby step instantiation of telepathy, now just have to worry about a variant of "Rawlings virus" or similar. (i was going to say its the weekend, and then was brought up short. im in the "what time is it? uh, fall i think mental mode)
  9. winfield100

    SpaceX investor's thread

    pgs 45-50 BPTRX pgs 58-65 BFGFX Tesla Inc. – Baron Partners Fund 45.50% Baron Focused Growth Fund 22.30% Baron Fifth Avenue Growth Fund 5.40% Baron Opportunity Fund 5.10% BaronTechnology Fund 3.40% Baron Global Advantage Fund 3.30% Space Exploration Technologies Corp...
  10. winfield100

    SpaceX vs. Everyone - ULA, NG, Boeing, Lockheed, etc.

    @scaesare (Edison Carter) i'm suspecting it's on of the CRADA requirements, ie "did you advertise to the public" since it's open to all, or do you have a specific researcher with unique skills, products so a targeted CRADA to a specific or a few specifics. entities (had this discussion with...
  11. winfield100

    SpaceX vs. Everyone - ULA, NG, Boeing, Lockheed, etc.

    um, blue origin has 3 flights with "no exact time" January 2023, December 2023 and January 2024 (my spouse used to do CRADA's) some had essentially generic "we need this and that so anyone can compete and if they meet criteria" we can get more specific some were focused "that company has a...
  12. winfield100

    Climate Change / Global Warming Discussion

    a historical record of Catagory 3,4,5 Hurricanes in florida, since around 1850 There was a humongous one in 1841 not here, there was a place called Fort Delany/Dulaney built 1839, right where the Sanibel Causeway now is (the one that got breached in 3-4 places by hurricane Ian, also not on this...
  13. winfield100

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

    This is a tough poll If you look at last 2 years, linear regression line is slightly positive If you look at last 6 months, the 20day, 50 daySMA, BB, linear regression lines are "kinda" 'not so hot' BUT linear regression is a gentle slope SO personally I'm looking at higher IF Semi is a good...
  14. winfield100

    Elon & Twitter

    @Dave EV a (mostly) rhetorical question (and moot anyway) did they filter the bots out of voting? I find that most likely not personally. I suspect a fairly large proportion of bots "stuffed the ballot box", both sides, ___unless__ they were "verified users" :cool:, a verified user at this...
  15. winfield100

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

    you need an "ah ha" moment (Also, read Papa Fox's daily commentary, quite valuable insights)
  16. winfield100

    SpaceX Internet Satellite Network: Starlink

    a slitely off topic question I used to use around 200-300 meg a month, got a roommate and now use 1.5 - 1.7 terabytes/month how is Starlink with those figures? (If I had Starlink and a powerwall for my PV array, I would not have lost both power and internet for 11+ days from hurricane Ian and...
  17. winfield100

    Elon & Twitter

    "Go placidly amid the noise and waste, And remember what comfort there may be in (NOT) owning a piece thereof." (?wasn't Elon forced by the courts to buy Twitter at original price?)
  18. winfield100

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

    another hit piece from Dan O'Dowd in the Washington Post I "Think" the link is good as it is a gift article https://wapo.st/3UDCKIg Gift Article Share SANTA BARBARA, Calif. — When Dan O’Dowd had his midlife crisis, he bought two near-identical Tesla Roadsters, the first model the electric...
  19. winfield100

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

    every few years Broder gets brought up, so, once again, here are the 8 Tesla's that recreated the Broder run to NYC the following weekend from the Tesla Service Center in Rockville, Maryland. At that time superchargers were quite _"few and far between". there was the one at Montgomery Mall a...
  20. winfield100

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

    I could swear I read almost the exact same article a few months or more ago, most likely elsewhere (although this one is paywalled) including the part about having to get a hotel. "Is it reel?, or is it Memorex?" (for the oldsters) "we can remember it for you wholesale"
  21. winfield100

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

    you mean this one? Elon has until january 20th, 2028 another 5 years or so 303,960,330 shares (gulp)(or _not_ gulp more likely) if i recall the last time, Elon only seemed to sell enough to pay around, what was it? $11 - $12 Billion in taxes...
  22. winfield100

    Off topic galore

    OT OT OT (does anyone bother with OT anymore?) @thx1139 FYI (this message will self immolate in less than 1 hour, unless i'm sipping tea and forget)
  23. winfield100

    SLS versus Falcon Heavy (and Starship/SH)

    gateway to lunar orbit, note the dates (road trip to watch the launch?) https://nextspaceflight.com/launches/details/4088
  24. winfield100

    SLS versus Falcon Heavy (and Starship/SH)

    Note the dates...... Artemis 1, next week (maybe) Artemis II, 18 _months_ later, (maybe) etc https://nextspaceflight.com/launches/?search=artemis next, search "falcon heavy" Europa mission, Psyche mission, Lunar orbit mission for landing, crew etc. all ==>_before_<== or around time of Artemis...
  25. winfield100

    Teslas in Movies & TV

    There was a black Model S in "The Equalizer" driven by characters "melody and harry", 3rd season, episode 2
  26. winfield100

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

    the neat thing about SpaceX launches, when they land back at the Cape, you can experimentally verify the speed of sound ~760mph, by closely listening for the double sonic booms even ~200 miles away. (about 14-15 minutes delay from the light in the sky flashes) (the storm surge missed flooding my...
  27. winfield100

    Politics - Quarantine Thread

    FTFY Really? Seriously? "moral high ground" I guess it's true that there are multiverses and people can slip between them, or their conciousness A gallows is definately a violent protest it seems
  28. winfield100

    Elon & Twitter

    @bkp_duke can the civility level be a bit better please
  29. winfield100

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

    it was a _very_ quick and dirty and just used the bubble charts of ones that had numbers. also, between that post and the 6-10 pages, there is some contention about the validity of the numbers, like Tesla should be 6 terawatt not 3 terawatt, and some "fluidity" in things. i just liked the pie...
  30. winfield100

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

    if you tediously take those bubble charts and put in spreadsheet you can get a nice pie chart, (and do some of us love pie!)
  31. winfield100

    Moderators' Choice: Posts of Particular Merit

    if you tediously take those bubble charts and put in spreadsheet you can get a nice pie chart, (and do some of us love pie!)
  32. winfield100

    Tesla Partnership with Buc-ee's (26 New Locations)

    used #51 SuperCharger, Fort Valley, Georgia on Sept 17th, 2022. traffic control could have been a bit better organized....
  33. winfield100

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

    OT OT OT OT @Discoducky decades!!!??? Does no one anymore remember CalCars, Felix Kramer and Ron Gremben, who started converting Prius to plugins back in ==>>2004, almost ==>20<== years ago! They were making a lot of noise, and converting (and hacking) Prii, and small companies were doing...
  34. winfield100

    Blue Origin - New Shepard

    you are correct, I am incorrect. I watched 5 other landings @ 1/4 speed and a large dust cloud erupts just upon landing @ 6ft, (2 meters) all the way back to their 1st human crew. they use cold gas retros as there is no flare that activate at 6 feet, above ground that the announcer called...
  35. winfield100

    Blue Origin - New Shepard

    thank you. it's just those dust clouds looked a lot bigger than previous ones from previous landings. I shall go back and watch the video from nextspaceflight.com @1/4 speed, i see no retros fire, perhaps my eyes are bad i guess
  36. winfield100

    Blue Origin - New Shepard

    I'm not sure if this belongs here, but if you watched the BO launch, anomaly, and capsule landing, I could swear the retro's were supposed to fire just as the capsule landed, there was a "Whoa" exclamation at 1 min 4 seconds, then dead silence for 1 minute, as capsule accelerated away at _quite_...
  37. winfield100

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

    at a casual glance looks like Texas consumed 2x amount energy than California, california imported 8x the amount of electricity, but Texas used 4x amount energy in industrial, at a casual glance tho
  38. winfield100

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

    @MSMike if you extrapolate out to 2035 or so, using published data , nukes have a growth rate of roughly 0.5%/year, PV has a growth rate of around a bit over 22% nukes have been pretty flat the last 20 years. (University of Virginia had a small reactor on campus, at least in the early 1960's and...
  39. winfield100

    The demise of the OEMs

    @jeewee3000 perhaps you might consider a number of variables to graph, say gigawatt hours of battery capacity as one variable, just a thought I always loved Minard's graph of Napoleons disasterous march to Moscow, and back, where he graphs 7 variables that say, at least to me, "If you go to...
  40. winfield100

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

    looks like October..... https://nextspaceflight.com/launches/details/6754
  41. winfield100

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

    @17:23 is a deceptively subtle series of pictures of rocket ships/launch vehicles. in 2013, it was grasshoppper, that went up, what? 744 meter, hovered, and safely landed. ===>>9 very short years later<<===, starship will launch out of BocaChica, after successful launches and landings, and failures
  42. winfield100

    Wiki Falcon Super Heavy/Starship - General Development Discussion

    Watching the pre-launch today of Artimis, scrubbed until this Friday (maybe) at the earliest There were mentions several times about how BIG Artemis is, etc. SpaceX is "Red shifting" past, and ..accelerating... a reminder, Starship is 22m taller than Artemis, with >50% more thrust and...
  43. winfield100

    Solar PV News

    just china, Terawatt hours generated from PV, data thru 2021, extrapolated out to 2037, growth rate of 26.6%, they had 31% share of world energy produced by PV in 2021
  44. winfield100

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

    well, those graphs are a cursory glance at the data, not in depth analysis, lots of stumbling points., but you are correct, as cost of PV becomes nominal, virtually zero marginal.
  45. winfield100

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

    @betstarship I keep posting these graphs, using 10 year growth rates of wind and solar renewables, since you asked "who knows", well anyone can make reasonable extrapolations based on historical data and growth rates the graphs get "silly" exponential sometime in mid 2040's or so as growth...
  46. winfield100

    Starlink direct to T-Mobile phone

    so far, seems like only 2 starship launches scheduled, upcoming, one in september (next month) https://nextspaceflight.com/launches/details/6754 and one in 2024 Cargo Starship-Super Heavy | Superbird-9 (called super heavy) bunch of falcon heavies in december 2022 (Road Trip to watch in 'real...
  47. winfield100

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

    @Gigapress You need OHLCV TSLA data to 2010 (fairly clean)
  48. winfield100

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

    SA scraped a few comments I made to Karen Rei a few years back that I made, then I deleted 20 minutes later as an experiment to see if it was happening, and then they commented on SA about my comment here, so, YES, there are lurkers here with nefarius intent, most likely automated
  49. winfield100

    The $420.69 club

    Place holder for the club Stock price since 3:1 split announced It went kinda down then on 5/23, turned up stock price on upward trend since 5/23/2022, who knows why? I certainly don't, but I don't trade anymore, I just accumulate Last 3 years. right around 12/21 is when Elon had to sell...

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