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  1. M

    Tesla Cargo Ship

    This is another alternative:- CSIRO trials Australia first portable, off-grid hydrogen generator There is still the question of the cost to produce the hydrogen, but storing it in a liquid form means it is easier to transport. We could be talking about battery electric with a hydrogen fuel...
  2. M

    Russia/Ukraine conflict

    Some Eastern Europeans are very religious, more genuinely religious than many in the west. Those that aren't are probably saying for the benefit of those that are. They know not all of them will be alive after the counter-offensive, so those that are religious might find it comforting... We...
  3. M

    Russia/Ukraine conflict

    IMO the replacement has one big advantage. They didn't start the war, and they may take a realistic view of the chances of success. The limitation is the replacement can't give away territory like Crimea, because that would undermine their political support. However, if Ukraine takes back...
  4. M

    Russia/Ukraine conflict

    Seems like the drones need more practice.
  5. M

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

    Hopefully Jordan does a follow up video on this closely related patent:- https://patents.google.com/patent/US10461319B2/en Then if we consider wiring harness patents there are also plenty of them:- https://teslamotorsclub.com/tmc/posts/7410453/ Tesla is patenting a lot of stuff and not many...
  6. M

    Russia/Ukraine conflict

    The best case scenario is, Russian soldiers ignore orders, and decide they don't want to fight Russians-For-Freedom. They will only do that if they are convinced that Russians-For-Freedom are all Russians, and Russians-For-Freedom are trying to avoid killing fellow Russians. I doubt that...
  7. M

    Russia/Ukraine conflict

    I noticed the same thing those, Freedom of Russia Legion guys seem very happy and relaxed, they can't think that they are in imminent danger or they are very cool customers.
  8. M

    Russia/Ukraine conflict

    A possible Russian motivation could be "saving face" and "calming the local population". If the raiding party hand been captured or killed, there would probably be some photo evidence for that, And I can't see why the Russians would not release it,. If they retreated without their vehicle, or...
  9. M

    Russia/Ukraine conflict

    Yes, I am waiting to see how the situation plays out in the next 24 hours, we don't know what their plans are,
  10. M

    Russia/Ukraine conflict

    That was the other possibility I considered, if a Rebellion gets started somewhere, other Russians might travel to the area to join in, or police and army in the area may decide to join the Rebellion.
  11. M

    Russia/Ukraine conflict

    This group seem to be Russians who were fighting in Ukraine against Russia. They have done a raid over the border once before and returned to Ukraine. Denys thinks it is most likely that they will return to Ukraine. One day I think they will at least try to liberate Russia, and it is better...
  12. M

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

    The US needs to consider if everyone is happy working for the enrichment of lawyers, FSD might need legislation / law reform at least in some US states. In most parts of the world this shouldn't be a problem provided there is sufficient evidence of FSD being safer than a human and any damages...
  13. M

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

    In this case Tesla is probably insuring the Robotaxi and will only offer the service where they can get or provide insurance cover. The criteria for a Robotaxi is "safer than a human" and in some cases FSD software might be "considerably safer than a human" before it gets regulatory approval...
  14. M

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

    Even if hypothetically we all agree that Elon shouldn't be saying these things.... 1) Who is going to tell Elon? 2) And will he take any notice? We don't need the answer to 1), because I'm sure I know the answer to 2) I don't agree with everything Elon says, but I know he is going to say it...
  15. M

    Investor Engineering Discussions

    ['Recording an eye watering 345 mph, the Accel Plane is officially the fastest electric vehicle on the planet! Before it retires to the Science Museum, Imogen and Robert wanted to meet the team from Rolls Royce, Evolito, Yasa and Electroflight to find out how they've made electric flight take...
  16. M

    Russia/Ukraine conflict

    How did the West manipulate Putin into invading Ukraine? The West was very timid about allowing Ukraine to join NATO, and about supplying weapons. before the war. NATO is a defensive alliance which protects member states from invasion. And why did Russia invade Crimea and the Donbas in 2014...
  17. M

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

    My suggestions:- Move all Model Ys to front and rear castings with 4680 battery packs. Move to a simplified wiring harness and a 48V architecture Use new motors free of rare earths, or with fewer rare earths. Try to reduce parts and further simplify where possible. Investigate cast aluminium...
  18. M

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

    No. In Australia, the UK and EU Tesla uses the CSS/2 standard which others support. In North America, Tesla made the Tesla connector an open standard and published the specs...
  19. M

    FSD discussion

    HW3 seems to be performing fairly well on V11 software, V12 is the final version of FSD. We will only know if HW4 is needed when V12 is mature and stable.
  20. M

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

    That is exactly how I see it. Whenever an update to a Tesla model is announced / rumoured there is constant speculation about all sorts of improvements, more range, faster charging, faster acceleration, more luxury. Often the aim is to make the cars cheaper. Tesla is increasingly keeping...
  21. M

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

    I agree, especially if the refreshed version makes switching between LHD and RHD easier. Any car that could be operated as a Robotaxi, without a wheel and pedals, should be easier to covert. In the meantime, an enterprising business could import LHD Model S/X and convert them to RHD for...
  22. M

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

    I would be interesting to know why this was done, the language of the letter sent to Australian reservation holders just says "will not be available in RHD", which sounds permanent. https://teslamotorsclub.com/tmc/posts/7607457/ Perhaps the volume of RHD orders doesn't justify the complexity...
  23. M

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

    I see things as a progression of anti-EV assumptions and talking points being demolished. The OG Roadster demolished some talking points. Model S demolished a lot of talking points. Model X demolished a few more Model 3/Y demolished a lot more. Cybertruck will demolish some talking points that...
  24. M

    Russia/Ukraine conflict

    The most interesting question is if Russia has sufficient troops to protect all areas, and if Ukraine is good at picking when and where to attack. It is always good to hit Russian logistics and fuel to stop the rapid redeployment of Russians to shore up the defence as needed. Say area A is...
  25. M

    Russia/Ukraine conflict

    She would need to be something special to get me working in a Tank factory
  26. M

    Russia/Ukraine conflict

    But according to British Intelligence, those women are not young, intelligent, professional or high earning :)
  27. M

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

    No the design was based on the need to look good when carrying the flag of Texas.
  28. M

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

    The additional factors are:- The ability to source Lithium ore/batteries to refine, The ramp of battery production facilities. Existing Lithium supply contracts and prices. If they can build this factory in 2 years, they can if needed build the next one even faster with design improvements and...
  29. M

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

    That is true, the only real question is the peak rate of sales, and how long sales remain elevated. There is a "one time" build out of the Robotaxi fleet, it it might be larger than expected, because many people without a convenient transport option might gain one. My best guess would be...
  30. M

    Investor Engineering Discussions

    From that Twitter thread on Aluminium:-
  31. M

    Russia/Ukraine conflict

    There are some suggestions it may have been Russian partisans as a symbolic warning only, in the hope that the May day [parade would be cancelled. The claim is partisans pulled back from an earlier plan for a symbolic attack the May day parade. If true, that makes a bit more sense...
  32. M

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

    My guess is that gas prices need a sustained to 50% point of sale price reduction. If the price per barrel is reduced by 50% some wells close permanently. But I doubt that even a significant reduction in production will be enough to increase prices back to previous levels. At the same time, the...
  33. M

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

    If you listened to Rob's video...... Tesla just got the +./- signed mixed up on the $250 per 6 months price reduction :)
  34. M

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

    This may in part be due to battery cells, with the SR version using LFP, and 2170s making more money in performance versions, and perhaps in Model Ys. if Tesla is able to ramp 4680 production, move all Model Ys to 4680s, and perhaps even support the use of 4680s for Model 3s then they can...
  35. M

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

    The Gen3 RoboTaxi vechicle might be shipping from GF Mexico sometime in 2025. FSD software and regulatory approval for it are harder to predict. If Cathy pushed her timeframe out to 2030, I would be more inclined to believe her. For 2027, you seem more right. IMO what eventually happens is...
  36. M

    Investor Engineering Discussions

    I might be wrong, but I think that the Cybertruck sides are part of the reason why it doesn't need a heavy ladder frame. The truss-like shape helps hold the vechicle together when towing forces put a lot of load on the rear end. Maybe this isn't as significant as I think it is, I ment to convey...
  37. M

    Investor Engineering Discussions

    IMO the stainless steel skin will turn out to be an important part of the body strength for towing and hauling.
  38. M

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

    I think Elon's statement about being able to sell cars for zero margin was intended to imply confidence in FSD, rather than a serious intention to sell cars for zero margin, Achieving the mission is not incompatible with making money, it is necessary to make money to achieve the mission, and...
  39. M

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

    There is a limit to what Tesla can do if India doesn't cooperate.
  40. M

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

    I disagree with the claim that they are slowing down the ramp. IMO it is more likely that the problem is cell supply and the 4680 ramp is the issue. The plan is to ramp 4680 production for an additional 1000 packs per week per quarter Q2 1,000- 13,000, Q3 2,000 - 26,000, Q4 3,000- 39,000...
  41. M

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

    Making Gen3 cars in South Korea for export is a good move regardless of the volumes that end up going to India. Indian tarrifs apply to all cars, so a Tesla Gen3 isn't at a relative disadvantage. The relevant question is :- "What other EV options do Indian buyers have, and what is their...
  42. M

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

    The limitation might be stamping and casting.. Assuming that in a Gen3 factory paint could be scaled down to a lower capex version, or omitted, it may be possible via the importation of stampings and castings. Then they need to line up supply chains for all of the parts, which is possible in...
  43. M

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

    Best to take a stab at that after Q2 earnings. We know many raw materials price reductions are still working their way through the system and that will play out over the next 12 months or so. We don't know how interest rates will track, and how the economy more generally will track this year...
  44. M

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

    Anyone who can't watch a YouTube video, will find it hard to order and own a Tesla. IMO the ideal locations for ads are airports, train stations, trains, bus stops and buses. That is becuase the prospective customer needs the time to watch a video on their phone, you can also mention the price...
  45. M

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

    Tesla also posts on Twitter and produces YouTube videos. Informercials in that space are easy to do, and initially, I think the best approach is to invest in quality content, witty and informative.. There are many others also putting out content on those platforms. The next step could be to...
  46. M

    Russia/Ukraine conflict

    What is the solution here? Ukraine is a democracy and ethnic Russians have a vote.. They should be accorded the same rights as ethnic minorities living in any country. The best approach is to protect human rights for all people living in Ukraine. If ethnic Russians decide they want to fight...
  47. M

    Russia/Ukraine conflict

    Do you see any prospect of Ukraine breaking through somewhere else and pressuring the supply lines to Bakhmut? I don't mean stopping all supply to Russian troops in Bakhmut, just reducing and slowing supply enough to further stall the Russian offensive. Another way to do that is create an...
  48. M

    Climate change

    Gee I hope we don't end up doing that... We should actively absorb CO2 from the atmosphere, but make a commercial product in a process which pays for the equipment and operation:- CO2 + H2 - synthetic fuels and plastics. Algae - food, fuel and chemical feedstocks. Hemp - lots of useful...
  49. M

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

    I think there was a chinese rumour that Highland production in Shanghai will start in September.

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