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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. S

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

    Toyota's first EV has the worst range performance in cold 4c weather condition vs the competition vs miles advertised. https://www.carscoops.com/2022/11/disappointing-134-mile-bz4x-achieves-half-of-official-ev-range-figure-in-danish-test-toyota-investigating/
  2. S

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

    But it's 200/ day used as a data point to show the trend. It's not 6000/day cause then that would actually mean something. It's probably more valuable to use 3000 people on day 0 and ask another 3000 people on day 30, skipping day 1-29.
  3. S

    Elon & Twitter

    Most likely working out some deal to get apple back to advertising while Elon is fine with paying 30% for twitter blue. A tit for tat.
  4. S

    Elon & Twitter

    Everyone's action can provide anyone who wants to destroy you with plenty of ammunition. It's hard to prove intent, so for those who wants to destroy you will instill your intent for you.
  5. S

    Elon & Twitter

    Have to understand WHY government attacks billionaires. Billionaires are hard to control because they are billionaires. Billionaires also have a very large microphone that can sway public opinion. Then you have Elon who doesn't fall in line and doesn't even care if he nukes his own money. How...
  6. S

    Elon & Twitter

    Elon had some opinions about Covid and the shut down. The government decides to attack Elon's character, and ramped up because he said he's voting Republican. They called him a freeloader, a sexual harasser, a racist and now a fascist. Doesn't sound all that inviting for free speech. Mind you...
  7. S

    Elon & Twitter

    LoL why? The U.S advertise free speech, trout it being the cornerstone of democracy and places like China are suppressive and are the enemy of democracy. Musk is complaining about how it's not as advertised. China never advertised free speech but then do everything in their power to suppress...
  8. S

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

    Yes, that's what I wrote...200 people per day...
  9. S

    Elon & Twitter

    Well this Leroy Jenkins is ese loco and already has the government on watch.
  10. S

    Elon & Twitter

    Rumor has it twitter blue will be bypassing the app store and forcing people to sign up using a computer or phone web browser. Guess it's a common practice that many app companies do to bypass the fees such as Netflix and spotify.
  11. S

    Elon & Twitter

    I actually loled at this.
  12. S

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

    Wsj claims Teslas brand is declining 10% among democrats and rose 6.4% among Republicans. Wrote an entire article calling in "experts" weighing on the problem using these findings. Then you read the fine print on their data and it's a survey based on 200 people per day...lol wtf. This is the...
  13. S

    Elon & Twitter

    CA has little choice but to buy electric because gas prices are 7 dollars a gallon. Plus they still have some subsidies and Tesla is more readily avaliable vs the competition. Yes some may hate Musk and not buy a Tesla but most people only cares about their bottom line.
  14. S

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

    No other ships expected? So I guess they are not unwinding the wave this Q because China's subsidies are ending?
  15. S

    Elon & Twitter

    So all the anti sex trafficking activist praising Musk are full of *sugar*?
  16. S

    Elon & Twitter

    There it is. Musk's purposely created drama of Apple thinking about removing twitter has now Desantis calling in Congress for investigation if it ever happens as it would be considered as a "raw exercise of monopolistic power". How many corners will Musk paint apple into so they can never...
  17. S

    Elon & Twitter

    I don't generally use twitter before the take over, but all these people claiming that porn is everywhere or whatever are just trolls. Looking at some of the porn names they have over half a million followers. They didn't get that many followers in the past 3 weeks. So porn has always been on...
  18. S

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

    But don't they need other people to sell in order for them to unwind? So there's constant buy pressure during the unwind which doesn't exactly get people to sell. I think it's best to wait for some disaster of a news to unwind if that's the case. Also we should see very small correction to the...
  19. S

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

    What's the news that nuked the market?
  20. S

    Elon & Twitter

    A good interviewer would have done some research and only tries to ask questions that may end up with new revelations. Maybe the company is hiding something because x, y, z doesn't add up. Topics like Tesla fires are not controversial because a simple research will lead you to the conclusion...
  21. S

    Elon & Twitter

    Curious why advertisers were okay with Twitter 1.0 which had child pornography and child trafficking hashtags?
  22. S

    Elon & Twitter

    "Gotcha" questions are not good questions. Typically they are "leading" questions. "How do you explain all the Teslas that have caught on fire?" is a "gotcha" question. It's not a challenging question to answer because Tesla didn't do anything wrong like purposely adding substances in their cars...
  23. S

    Elon & Twitter

    Yeah the original response when he said he will not get vaccinated because not only were vaccines not approved by the FDA, but it's best to let those who are at risk of dying from Covid get it first. There's not enough data back then if a future vaccine can work and the world haven't experienced...
  24. S

    Elon & Twitter

    The origin from Musk's rhetoric and him wanting to own twitter started because twitter banned Babylon Bee. He feels that even comedy is not safe because it leans right wing while the majority of comedians are left wing...
  25. S

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

    What China lacks right now is a cohesive plan. The top government are against strict lock downs, but local governments continue to lock down all because Xi's mandating a zero covid policy. How is zero covid achievable without strict lockdowns? Local government rather be on the safe side than...
  26. S

    Elon & Twitter

    Had to lol at this snip from my twitter account.
  27. S

    Elon & Twitter

    Not Musk's first rodeo on the subject matter.
  28. S

    Elon & Twitter

    Yes remember the entire debacle about Uber not paying their drivers as W2 employees and our political Karens made a huge deal about it? That's how they became hated...because they "don't pay their employees correctly". Remember that "hated" doesn't mean the products suck, but who gets punched...
  29. S

    Elon & Twitter

    Their fees are 6-15% tho. So it's a matter of what is a fair price.
  30. S

    Elon & Twitter

    People generally likes the product but hates the control the company exerts on their buyers. This is what building an enclosed ecosystem will do. Not saying Tesla is any better in this aspect.
  31. S

    Elon & Twitter

    Tesla build 100% of the FSD and should take 100% of the profit. Apple didn't build a single line of Twitter code but gets 30% of their profit. Maybe you can spot the difference. Of course it shouldn't be free as there's high maintenance cost for apple to keep their servers online, but is...
  32. S

    Elon & Twitter

    Apple is pretty high up there as one of the most hated tech brand along with Tesla https://www.pcmag.com/news/haters-gonna-hate-the-most-despised-tech-brands
  33. S

    Elon & Twitter

    Musk already said Apple won't disclose why they were threaten about being pulled. So if there's a TOS violation, Musk is claiming here that this violation cannot be fixed to comply with their TOS therefore it must be because of....everything I said above. See Musk knows what he is doing.
  34. S

    Elon & Twitter

    WholeMars make a good point. This is Musk trying to prevent Apple from pulling Twitter by flipping the table on them first creating attention to the situation before they are pulled. Now if Apple pulls Twitter, it'll seems like they either hate free speech, hates Musk, being pity, and basically...
  35. S

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

    Yeah right, best way to void a Tesla powertrain warranty is to bring it to a Buick dealership. But if this is about fixing a flat tire then why is this even an article?
  36. S

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

    It's almost anti-osborning because the article talks about cost cutting. So better buy the Tesla now before they strip away even more things while not dropping the price.
  37. S

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

    But the original source is Reuters, and their sources are people familiar with the matter.. Also revamping interior, reducing cost...could be two separate statements. Revamping interior and finally transitioning m3 to gigacasting is most likely
  38. S

    Elon & Twitter

    This was not a dunk on vw at all, buy a dunk on people who tries to virtual signal using their car purchase decisions but couldn't even do it right...lol.
  39. S

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

    So now the question is what price is Tesla charging to supercharge. Cost Of diesel is 5.5/gal, fully loaded truck gets 6.5mpg. So will Tesla hit lower than 2kw/mile? Will each kw cost 46c or 8c according to Teslas slide? This makes a huge difference. 8 cents might just be what electricity cost...
  40. S

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

    After 2019 Trump signed a law that increased the weight capacity of an EV powered truck to have a max total weight of 82000lb vs 80000lb. The original spec and announcements were based on 80k lb prior to the law change.
  41. S

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

    That's because they make more money off all the "weather package", "paint protection", and a bunch of other nonsense to the base car. You mostly end up paying for stuff you don't want. Rarely can you find a vanilla car without a few hundred or a few thousand of nonsense added on.
  42. S

    Elon & Twitter

    I'm going to file this under she's probably not the real Justine. Looking at her feed its very anti Musk and pretty much going against everything Musk stands for today. Also she's very politically vocal. Very different than her Ted talk which was positive on Musk and not politically charged...
  43. S

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

    Xi pivot is unlikely. Bloomberg is estimating 5.8mil people ends up in the icu in a country of only 100k icu beds if full opening happens. https://www.bloomberg.com/news/articles/2022-11-23/china-faces-slow-covid-zero-exit-to-avoid-swamping-hospitals?leadSource=uverify%20wall
  44. S

    Elon & Twitter

    Social Musk is a good example of social behavior from people with mild autism.
  45. S

    Elon & Twitter

    Couldn't even read Musk's replies prior to his take over. It was just a bunch of spam of doge, btc, ugly drawing of him, that stupid post about how he can make everyone rich if he just give 1 billion dollars to everyone instead of buying twitter. In fact I couldn't find any discussion to save my...
  46. S

    Elon & Twitter

    Holy Molly! Just realized I didn't see one comment about doge and btc under Musk's culture war post but actually saw a discussion!!!! Did he actually fixed twitter cause wtf is going on?
  47. S

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

    Like in what way? I think the soft minutes, bad job data, and positive CPI/PPI reports should scare them more. The 10 year keeps tanking.
  48. S

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

    Sometimes I wonder how people end up with a dozen interventions in a 10 mile drive. My 10 mile drives usually has like 2 to 3 turns because most distance traveled is a straight line. Is this the route you put into the GPS?
  49. S

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

    Haha, seems like Musk wants wide release before Thanksgiving dinner. Debate about Musk s antics..someone will yell across the table calling Tesla a scam and Musk a fascist, you go and show that family member FSD beta on the way to black Friday shopping.
  50. S

    Elon & Twitter

    Yes, and I said it's a can of worms he was opening but decided to delete the tweet vs going further. It's definitely a tic tac toe moment I can't deny that. You either fully explain it or stfu because it's a very sensitive topic.

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