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  1. B

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

    100% agree with your statement that batteries and renewable sources are the future. However, Mark Jacobson's twitter post as it pertains to comparing CA batteries to Diablo Canyon plant has a glaring error. Nuclear plants if they are safely designed and well maintained are well suited and...
  2. B

    Discussion of Cleaning up LEO and Beyond

    It will be interesting to see what a redo of this NASA cost/benefit analysis in a few years concludes once Starship lowers the cost of payload to LEO to 2 - 3% of what it is now. I'd expect SpaceX to come up with a lowest cost system and convince enough of the entities that stand to reap...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I once went for a ride in a friend's Lotus Elise. Lowering the door sills was not a mistake! Getting in and out of a Roadster is twice as easy as an Elise.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I've got the impression (perhaps incorrectly) that each new GF, Singapore, Berlin, Austin are to a large extent fresh factory level designs. When they reach the point of needing to open 3 - 4 new factories each year, wouldn't it make sense to standardize the GF design for each new group of...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Exactly. Bias by omission. I was watching one of the networks evening news with my wife and after the short segment on the crash, paused the playback. I asked her why there was no mention of the miracle the passengers all survived and what make/model car had saved all their lives. A great...
  6. B

    SLS - On the Scent of Inevitable Capitulation

    Possibly. But tax payers are cursed for sure.
  7. B

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

    Imo you are 100% right. Nothing is sweeter to drive on a sunny day than a low to the ground convertible sports car! 0 - 60 in 3 sec. Range 300 +, and similar level of crash safety as M3 and MY, all for 100K. Elon could send a cherry red one to Mars using one of his last Starship prototypes!
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    Walk away lock still not working properly after 4 years

    Thanks for sharing your experience and resolution. I'm going to try deleting and reinstalling the Tesla app on my iPhone and set it again as a Key phone for my MY. If that doesn't work then I'll report problem to Tesla and get appt. for my service center. I live too far from it to get...
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    Walk away lock still not working properly after 4 years

    Is there any way to check and see if your driver seat sensor is not working properly? Lock when walking away worked on my new MY for 5 or 6 weeks and then stopped working. I checked the option in Locks and it is enabled there. Thanks.
  10. B

    Model Y Premium Connectivity and Sirius XM

    Many thanks to you and the other members who replied to my question. I did try the link posted by @wkramer28451 and found Amazon has a Prime member deal on one of these Alexa in car boxes. Twenty bucks is cheap to give Amazon Music Prime a try. I already pay for Prime. I wanted to pass...
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    Model Y Premium Connectivity and Sirius XM

    I looked through a few of the existing threads relating to Sirius XM and didn't see one that addresses my question directly. My MYP was delivered last month. It has the month of free Premium Connectivity and I've just updated to continue PC. With PC I can stream Tidal through the car's...
  12. B

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

    Yes. Some significant amount of Wall St. chronically underestimating what Tesla will accomplish in next quarters and years ties to them not comprehending Elon often issues over-the-top words on the latest situation serious enough to warrant a major slice of his attention. How much is from...
  13. B

    No sound with Sirius XM, tried everything

    Got delivery on my MYP 10 days ago. Love the car but have been struggling to get the supposed 3 month XM trial working. Can you confirm a few things I think I've learned? Models S and X have SXM satellite receiver hardware included, do 2022 Model Ys? If there is no receiver then I...
  14. B

    First Impressions: Model Y Performance

    @Scott Fairchild, I can't thank you enough for your original reply and taking time to follow up here with details of PPF treatments and super worthwhile accessories and products. I spoke with Stek USA today and found an installer in Maine who they say does many Dynoshield jobs. You've saved...
  15. B

    First Impressions: Model Y Performance

    Thank you for your excellent (and perfectly timed) first impressions post! I will be picking up my MYP this coming Monday. I'd held off for at least a year, expecting the first production out of Austin would be 4860 MYPs. I really blew that call!. The several aftermarket accessories you...
  16. B

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

    Right. CEO Jack Welch trimming the lowest 5 or 10% of employees from General Electric worked out great for that company and its stockholders. Interviews with ex Tesla employees who left after working flat out for x years doesn't jibe with 10% of employees sitting on their hands or...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Just a reminder that western countries will also have severe political consequences when the standard of living of large segments of their populations are crashed by autonomous driving AI technology. The relatively small number of anti vax truckers shutting down much of the shipping commerce...
  18. B

    Ordered MYP and am looking for options of 19" wheels that clear the bigger brakes.

    Apologies in advance if some posts have previously covered this question. I'm expecting my MYP in a few weeks and may not keep the 21" wheels. I've visited web site of Martian Wheels and spoken with a rep there some months back about their forged alloy wheels for MY and other Tesla models...
  19. B

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

    I've heard of SF's decline, but not your other examples. Are the main reason(s) for their decline similar for them all? Briefly, what do you think those are?
  20. B

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

    I think most who've followed and/or invested in Tesla would agree they've never seen a CEO of a publicly traded company quite like Elon Musk.
  21. B

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

    While committing to really long term commodity purchases like you suggest would be MBA approved, I think Elon would prefer to increase lithium production with technology breakthroughs and thereby solve the shortage problem for all EV makers and not just for Tesla. There are ways to produce...
  22. B

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

    Agree. At least for assuring adequate supplies of lithium, Tesla's materials science and engineering chops could have good chances of finding the best way(s) to separate lithium from lithium brines and taking them to scale. Brines represent 66% of global lithium resources and I believe the...
  23. B

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

    Maybe he will buy AMC next. They also restrict "free speech". ;)
  24. B

    Near-future quarterly financial projections

    Any idea if the gov't certification of Austin LR and P MY is done or in progress? In guesstimating when Austin LR and P MY will become available, it seems to me that Austin GF won't take long to produce the number of SR MY needed for a number of employees to get cars and put the desired...
  25. B

    Russia/Ukraine conflict

    A number of members posting here are very knowledgeable on military history and hardware. How do you see the battle for Donbas shaping up? A great deal has been written here about how poorly trained, led and equipped the Russian forces attacking Kiev have turned out to be. Likewise lots of...
  26. B

    Russia/Ukraine conflict

    IMO tanks are offensive if being used in your country to repel an invading army. Unless/until a column of them are rolling across your border with a neighboring country. Of course Russian propagandists and useful idiots in the west will claim they are offensive weapons, but they claim that...
  27. B

    Russia/Ukraine conflict

    Threats of sanctions might deter possible aggression in some circumstances but not when the opponent is determined to seize what they want by force. Sanctions are the punishments/consequences for what the opponent's aggression. It's unlikely to deter because it can't be known in advance...
  28. B

    Dilution of Performance Model?

    My 2 cents. I was sure for some time I would want the quickest performing Model Y Performance. Over time and for a few reasons (not wanting 20 or 21 inch wheels being one, due to some cogent comments on them by Stealth3PD) I changed my mind and my order is now for a LR. I plan to pay 2K for...
  29. B

    Russia/Ukraine conflict

    Thanks for posting information on the M1156. I have been wondering whether U.S. or other NATO countries have been providing Ukraine with counter-battery radars so their artillery can immediately return fire and knock out Russian artillery (and mortars) targeting them or civilian targets. Has...
  30. B

    Russia/Ukraine conflict

    Last I heard D-Day at Normandy was an invasion and a justified and necessary one to destroy a malignant fascist dictator and his war machine. Preventing tens of millions of additional deaths. Lack of historical perspective may be the problem on your end.
  31. B

    Russia/Ukraine conflict

    On its face such a rapid collapse seems far fetched. Can you clarify what you mean by general military collapse and what (likely) facts support your prediction? Does collapse mean military personnel supporting their strategic nuclear weapon sites don't show up for work in 2 weeks?
  32. B

    Russia/Ukraine conflict

    I wish some people still driving gas cars would paint their cars blue and yellow to remind others at the gas pumps why the price is so #@!%& high! Time to get some stickers printed with picture of orange man and Putin pointing to gas price captioned "We did this".
  33. B

    Russia/Ukraine conflict

    In the first week of the war (and sporadically since) Ukrainian officials looking for greater Western support have pointed out that more aggressive support is owed them because after USSR collapsed, Russia, the U.S. and U.K. guaranteed Ukrainian sovereignty in exchange for giving all Soviet...
  34. B

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

    There is a huge difference between achieving 'fusion power production' and achieving Net fusion power output, which is producing more energy from the fusion reactions than was input to the device to produce them. ITER is the only scientific/engineering boondoggle that eclipses the Space Launch...
  35. B

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

    @Tommy O you shouldn't be so humble! You've managed to summarize paragraphs about the correct perspective on Musk tweets into a single sentence perfect to use with friends who only get exposed to Tesla media FUD. When I use it on my politically correct friends I'll just add " and it's leader"...
  36. B

    SpaceX F9 - Polaris Mission(s) - Commercial Crew prep for Starship

    It's been my dream for the past few years that as Tesla SP continues to rise year by year, and Starship flights become routine, I'll be able to experience LEO in a Starship for one or a few days. We know that fuel cost for a Starship flight is pretty reasonable, so your $300K estimate sounds...
  37. B

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

    The paw print shaped key demonstrates Ford's world class innovation. It's probably the most patentable part of their filing. :rolleyes:
  38. B

    MYP Estimated delivery date

    Yes, the configuration page was where I plan to check weekly. I did a bit of research and learned that like Gigapress Tesla is buying it's paint shop from a company based in Italy - Geico Teiki-Shai. The Geico paint shop components have been installed in both Berlin and Austin for a year or...
  39. B

    MYP Estimated delivery date

    I'm hoping that by end of March we may see the three new multi coat colors offered as color options for MYP. I think these colors can only be made in Austin's new paint shop and not at Fremont for quite some time. When it's possible to specify the new colors (likely at first only for MYP) I...
  40. B

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

    Thanks for clarifying Austin status @StarFoxisDown! . Do you believe the several new deeper color choices enabled by Austin's SoTA paint shop will be added soon on MY ordering page?
  41. B

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

    Berlin is being held up by bureaucrats slow walking final approvals. What is holding up Austin now? A month or two ago the reports were they were nearly ready to start production and the final approvals from Texas non regulators were immanent.
  42. B

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

    Pretty early to call this a great next opportunity. The heavy hitters funded a 5 million seed round. A light investing day for "heavy hitters." A good idea would be to spend the first $ 1K of that on a company web site. https://terraformindustries.com
  43. B

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

    Smart observation. The bee keeper model, following the pollenating demand south to north.
  44. B

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

    Yes. Love Dave and his thoughtful approach, but he's posting several Youtube vids a day now and seems a little off his normal rock solid foundation. Hopefully the over excitation will moderate in a few more days. Not to say he is wrong about the significance of what we learned on the call.
  45. B

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

    AFAIK Tesla has already created and staffed a design center in China tasked with designing the smaller and less expensive next model. I didn't hear anything on call saying they will close this center or retask it. I expect it is a modest cost to keep it working (but not rushing) to complete...
  46. B

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

    Maybe Tesla Insurance will train an extra neural net to distinguish between reckless driving and 'spirited' but safe driving? :rolleyes: Or will it be one hand giveth (600 - 1000 hp) while the other taketh away ( 2 or 3X for driving a kick a** EV)? :eek:
  47. B

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

    Aren't you forgetting that 4 years from now Tesla ramps production of their next generation battery breakthrough, and Elon announces the next stretch target - for 2032 - is 40M cars per year!
  48. B

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

    Does anyone have an educated guess when HW4 may replace HW3?
  49. B

    Tesla, TSLA & the Investment World: the Perpetual Political chitchat' Roundtable

    "Always interesting to learn Bernie is racking over half a million from O&G and Boeing lobbying" Great research @OrthoSurg. Would you mind sharing the web site(s) sources where you found this money trail? Several good friends are Bernie Dems and if they bring up his feud with Elon, I'll...
  50. B

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

    That is my perspective as well. If investing in TSLA has made you (on paper) better off than you'd ever imagined, why not get what you really want and help grow margins even higher? Which may boost SP a bit in the next few years and even cover the extra cost. What I'd like to know is how...

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