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  1. tinyrodent

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

    At what share price does hostile takeover become a serious risk?
  2. tinyrodent

    X.com Social Media Platform

    Twitter 2.0 is explicitly labeled "The Everything App" in the slides from his company talk
  3. tinyrodent

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

    The latest WuWa video revisits an area he believes may be the location of a new Tesla factory. I consider it speculation fit for weekend post, noting considerable vacant land adjacent to the east and south of the current factory which would seem to make more sense. However there's no question...
  4. tinyrodent

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

    Interesting article on Tesla's moves in Canada https://electricautonomy.ca/2022/08/31/tesla-files-more-public-documents-canadian-factory/
  5. tinyrodent

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

    Tesla Factories: A Scale Comparison - January 2021 Update
  6. tinyrodent

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

    Posted by Bored Elon Musk "Interesting." (https://twitter.com/BoredElonMusk/status/1346522888245940230) Tesla should buy Lyft, Tesla the transportation platform | Change The Givens: Ramblings by Zach West
  7. tinyrodent

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

    I've only seen anecdotal reports of non-Tesla vehicles in Europe able to use Superchargers. Anyone have the full story? The reply is part of this twitter thread: https://twitter.com/Kristennetten/status/1340507683409969155
  8. tinyrodent

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

    Nice fly through of the Berlin factory site on a quiet day, taking the opportunity to peek inside in the buildings. The paint shop already has an impressive amount of equipment moved inside.
  9. tinyrodent

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

    Grünheide: Connection for Tesla: More trains and a new bus line Original German: Anbindung für Tesla: Mehr Züge und eine neue Buslinie Google Translate: Tesla is still building its electric car factory, but as early as December 13, its transport links will be significantly improved with the...
  10. tinyrodent

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

    Here is the actual source. Original German: Tesla erhält Zulassung des vorzeitigen Beginns für den Einbau einer Lackieranlage Google Translate: Tesla receives early start approval to install a paint shop Potsdam - In its most recent decision, the State Office for the Environment allowed Tesla...
  11. tinyrodent

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

    No. It is for "storage areas and pipe systems". Original German: Tesla darf für Lagerflächen und Leitungssysteme notwendige Waldflächen roden Google Translate: Approval for early start: Tesla is allowed to clear forest areas necessary for storage areas and pipe systems Potsdam - The State...
  12. tinyrodent

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

    Original German: Verleihung des Axel Springer Awards: "An Evening for Elon Musk - Mission to Mars" live aus Berlin am 1. Dezember, Axel Springer SE, Pressemitteilung - lifePR Google Translate: Presentation of the Axel Springer Award: "An Evening for Elon Musk - Mission to Mars" live from...
  13. tinyrodent

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

    I enjoyed watching this short (~1 min) video from Wuwa several times. It's a time lapse showing the impressively coordinated movement of new Model 3 vehicles around the Shanghai factory site. On the west side, new bridge construction nears completion, and it appears Tesla has taken over a...
  14. tinyrodent

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

    Today at the Texas factory site: The steel structure has gained a second level with corrugated flooring and what looks like roof trusses on top. There are hundreds of footings already completed, so I hope to see the assembly accelerate rapidly. The big foundations at the south end are really...
  15. tinyrodent

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

    Lots of interesting stuff this week. The outside ramp to the upper level of the Model Y factory building has been demolished, along with the waste processing facility which was next to it: New waste processing facility appears to be under construction at the rear of the property behind the...
  16. tinyrodent

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

    Exclusive: Indonesia to woo Tesla investment in push to become battery superpower
  17. tinyrodent

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

    Exactly one year ago, Elon announced the location of Tesla's new factory in Berlin: Construction began in May. Today the buildings are almost fully enclosed and lots of exciting stuff is happening inside and out. Sorry for posting this in the wrong thread earlier.
  18. tinyrodent

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

    Original German: Protest-Aktion am Donnerstag, 12. November, 13:00 Uhr, Daimlerstraße 143, 12277 Berlin vor den Werkstoren Einladung zu Statements vor dem Werktor 2 Google Translate: Yesterday it was announced that the recently resigned plant manager at the Mercedes Benz plant in Berlin will...
  19. tinyrodent

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

    Original German article: Landesamt für Umwelt hat Baumaßnahmen für Tesla-Fabrik zugelassen | MLUK (Google translation) Brandenburg State Office for the Environment has approved construction work in the area of the foundry and the press shop for the Tesla factory after testing The company Tesla...
  20. tinyrodent

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

    https://twitter.com/boringcompany/status/1325869483760607232
  21. tinyrodent

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

    Texas factory update - lots of activity all over the site. Things seem to have sped up these last few days. A precast concrete column has arrived by truck, similar to components used at the Berlin factory. More steel components are arriving as well.
  22. tinyrodent

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

    Presumably because of this! https://twitter.com/elonmusk/status/1324283305789812736
  23. tinyrodent

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

    IDRA Giga Press assembly time lapse. Related article from Foundry Planet Already an Icon - IDRA's Giga Press is not just XXL, it signals the new way of thinking in Die-Casting
  24. tinyrodent

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

    Tesla dismisses project manager for factory in Grünheide Tesla entlässt Projektleiter für Fabrik in Grünheide
  25. tinyrodent

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

    Texas factory update - crane moved to north end of foundation, and first columns erected. Seems like just a test? Doesn't look like they are ready to scale up yet. I'm a little disappointed to see small metal components, instead of the large precast concrete components used in Berlin...
  26. tinyrodent

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

    Berlin factory update. Many more container office/dorms are being setup, perhaps in preparation to ramp interior construction. The buildings will all be enclosed soon.
  27. tinyrodent

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

    From the Ottawa Tesla Facebook group: Model 3 purchased before around March 2020 (?) now have Premium Connectivity for life! I can't find any announcement - not sure if this applies only to Ontario or what. But I can confirm that my vehicle purchased June 2019 now has it. Previously, I had one...
  28. tinyrodent

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

    Shanghai factory update. Model 3 production appears to be back up to full speed, with vehicles continuously streaming through the delivery area, including use of the new supercharger stalls.
  29. tinyrodent

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

    In the latest video below (skip to 12:00), the drone flies around the mobile batch plant, and it can be plainly seen that one of the mixers has 3 belts feeding it, and the other has 4. Why would this be?
  30. tinyrodent

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

    Texas factory update. Getting a lot busier. In addition to the usual massive earth moving and geopier operations, there is now continuous pumping of concrete, and a large crane is being assembled.
  31. tinyrodent

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

    Berlin factory update - first windows installed in drive unit building! Amazing progress all over the site.
  32. tinyrodent

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

    Shanghai factory update - lots of activity. New access road construction well underway. Model 3 production appears to be back up to speed, many vehicles visible. New excavations for additional structure(s) behind the stamping extension of the Model 3 building.
  33. tinyrodent

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

    Tesla in talks with Karnataka government for Gigafactory, R&D centre in Bengaluru
  34. tinyrodent

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

    Close range fly through of the Berlin factory site. They may be taking a day off, but this build is progressing very rapidly.
  35. tinyrodent

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

    Shanghai factory flyover. It appears that Model 3 production has resumed; the test track has lots of vehicles, and there is a row of car carriers lined up to accept deliveries.
  36. tinyrodent

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

    Shanghai factory flyover. Still not much activity, presumably due to the holidays. Site cleanup slowly continues, there's some new digging to improve the water's edge along the outside of the fence. The new road will be entering the property right at the giant supercharger station, but we don't...
  37. tinyrodent

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

    Short update from the Texas factory site - too windy for much drone flying. North pond completely filled. Excavation begun on a new foundation section at the south end.
  38. tinyrodent

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

    Texas factory update. Includes a flyover of the newly acquired plot of land.
  39. tinyrodent

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

    Tesla Battery Day Slides 2020/09/22
  40. tinyrodent

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

    Berlin factory flyover. Foundation pour has begun in the stamping area, where all the piles were driven; there is detail footage at the end of the video.
  41. tinyrodent

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

    Tesla Battery Day Slides 2020/09/22
  42. tinyrodent

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

    Shanghai factory flyover. Construction and cleanup continues, but manufacturing still appears to be idle. There are very few Model 3 visible on site. Solar panels have been installed in at least three different areas of the new building rooftops, but not at large scale.
  43. tinyrodent

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

    Giga Texas update - first concrete poured! Perhaps it should be called Tera Texas now? ~~~~Not in this thread it won't be. Confine that bloviated term to the moronically named TeraFactory thread. Fair warning to all, and too bad for any poster who didn't see this.~~~~~
  44. tinyrodent

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

    Giga Berlin weekend update. Lightning rods installed at the switchyard. Exterior of drive unit building almost complete.
  45. tinyrodent

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

    Tesla Battery Day Slides 2020/09/22
  46. tinyrodent

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

    Timelapse of Giga Berlin today. This is a long shot from across the road, mostly focused on the switchyard area. Lots of activity. Numerous Tesla vehicles in the office parking area. :)
  47. tinyrodent

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

    There are piles of cast parts all over the place. At around the 1:40 mark a robot can be seen unloading a freshly cast part from the giga press.
  48. tinyrodent

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

    It's rainy and muddy again at Giga Texas today, most of the heavy equipment is idle. However they are still installing geopiers at the same pace.
  49. tinyrodent

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

    Tesla Sold 35.4% of US Auto Exports in Q2 | ZAP EVs Blog

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