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Awesome, glad to have you here!

I'd like to believe that the S LR has carbon wrapped motors but the performance data so far looks more in line with the old P100D acceleration to 100. That seems to be more inline with it not having carbon wrapped rotors, or having software limited power curves to protect the P margin. I...

Thanks for sharing! I noticed the same guy posted an acceleration video vs a 2018 Model 3 P. Running it with youtube stats enabled I timed the 0-60 at ~3.26 seconds for this particular run, within the margin of error considering we don't know the battery SOC A few more interesting...

Sorry I'm a bit more skeptical, omission does not equal facts... Some history for context: 1. Tesla shipped the Model 3 dual motor with the same exact motors as the Model 3 Performance, but software limited. 2. Tesla lists performance 0-60 with rollout subtracted but lists other 0-60 stats...

Where does this information come from?

You'd be a hero around here if you could post some draggy times or something similar. That's awesome to hear about the pickup at higher speeds - does it feel like it holds torque like the Plaid does? I have a performance model 3 and like the Y the torque drop off after 60 mph is noticeable.

I'd also really like to know if the Model S long range has uses the same carbon wrapped rotors. The 0-60 in 3.1s is excellent especially considering that the time quoted is not with rollout subtracted. More importantly if the LR can keep the high torque after 60mph it will be a huge...

I've found if you set the charge limit a few percentage points higher and start charging that will engage the battery heater. If you do this for 15-20 minutes before you go you can get about 50% regen.

The carbon sleeve on the rotor reduces eddy currents which cause back EMF which is the reason Tesla's motors designs to date all lose a lot of power at high RPMs. Reference: https://www.arnoldmagnetics.com/wp-content/uploads/2017/10/ArnoldWP_-Automotive_FINAL-1.pdf However, by using a...

The Plaid powertrain leverages carbon sleeved rotors on both rear motors which is the trick to maintaining power at high RPM. Tesla doesn't advertise the dual motor powertrain featuring that but... Tesla also likes to reduce manufacturing complexity, so it's possible the rear motor in the dual...

Love the new S overall but disappointed that the Plaid models only come with Carbon fiber trim as an option. Also the your wheel options are now down to ugly but efficient and nice looking but inefficient (21"), I much prefer the old 19" style wheels. I've heard too many horror stories with...

Famous Tesla build quality ?

The reddit leaker bigteslaguy stated that the refresh would use 18650 cells. He was spot on about the Model 3 refresh that came out recently. So I think his info was at least correct / current at the time he shared. That said, I'm sure the battery will be a major step up in cooling and...

More circumstantial evidence this is happening in Q1: Tesla tells employees Model S and X production will shut down for 18 days

Carbon likely means replacing the copper windings with carbon. It’s lighter and can save up to 50% of the losses due to resistance. For example a 90% efficient motor becomes 95%. Besides improving efficiency and range, it also helps with the cooling problem in high performance applications...

Maybe something like this... Prototype electrical motor uses carbon nanotube yarn in the motor windings (w/video) "If we keep the electrical machine design parameters unchanged and only replace copper with future carbon nanotube wires, it is possible to reduce the Joule losses in the windings...

This lines up with the BigTeslaGuy leaks on /r/teslamotors User BigTeslaGuy and Model S & X Refresh : teslamotors

I agree they can't be compared with any other numbers, but can't they be compared with themselves? If the same methodology is used and the rates are trending down, that implies progress no?

The lane selection issue still seems like low hanging fruit to me. The car can tell if it's in the right most lane based on vision, but if the map data is wrong, it will sit in the wrong lane approaching an exit it knows is on the right side and miss the exit. There's a stretch of road my my...

It is in production. From the April 2019 Autonomy presentation:

It would be great to see some more real world numbers from the S LR as your draggy is the first I’ve seen posted.

Isn’t it obvious he’s worried about the pending disaster in Q2 financials. I really don’t think this is about his stock. It’s about his baby (Tesla)

The car measures power output from the battery, I think comparing that to crank HP is reasonable because the battery is where the power is coming from, where as in an ICE car the power is coming from the engine. I dug this one up recently after the 5% boost in November 2019 was released which...

Not long ago the market massively under appreciated TSLA, then decided it was worth 5x the price less than a year later... We won’t see the real impacts to earnings for another 3 months but at some point unemployment and loan defaults will matter. Stocks are trading like we won’t have but a...

Yep, for instance Reading that thread it sounds like the model assumes all states implement consistent social distancing policies and keep them in place until Aug. Also that there’s no second wave. I don’t think we’ll see this prediction hold true unless we quickly implement a national...

My educated guess is we'll be under extreme restrictions for at-least 2-3 months at a minimum. If the US can get its act together and coordinate a consistent policy response at the federal level then we may be able to relax some restrictions at that point along with massively scaled up testing...

Interesting, only 39% of those tested (4794 of 12222) are male, yet the ratio of positive tests for males is much higher 17.7% vs 12.5% for females tested. Why are females being tested at a rate of 1.5X that of males? Perhaps they are more likely to seek testing? If this skew exists in other...

Quote: Modeling the scenario of intense social distancing for a temporary period, followed by a letup, produces predictions of resurgent transmission and large epidemics, with the exact consequences depending on the degree and duration of reduced transmission during social distancing. This is...

Right, the state by state, city by city patchwork of approaches makes me think the US may end up with the worst outcomes among developed nations. We need to rapidly scale testing and methods of public health surveillance to be able to get back to a "new normal".

Things don't go to *sugar* overnight, we are only a few weeks into lockdowns in several big states. We saw 3M new unemployment claims today.. To put this in perspective I've included the historical chart. Mnuchin says they are not relevant. If we know this is all caused by a virus, does that...

Once all the shorts and put holders give up I'm it will likely continue the down trend. I did sell some more TSLA today so you can thank me when it goes up again tomorrow :) Good luck to all that are trying to trade this volatility

That’s an insane amount of debt, which no doubt the Federal Reserve will end up “buying” Besides hedging TSLA with inverse ETFs I’ve been buying BTC at these levels as an inflation hedge for my cash. Not advice

I remember all the rip roaring bounces we had on the way to the March 2009 bottom during the last big crisis. The market is still pricing this like it will be over in a few months. Based on the modeling I’ve seen were going to be seeing limited economic activity for many more months. When we...

I don't think we're there yet. I'm seeing job losses all around and we are still not even a month into this. Small businesses have already started folding and this will likely cascade. Unemployement is going to spike, and despite what banks were saying about how strong their balance sheets...

Love this idea, it’s essentially a binary search applied to testing and should scale near log(n) of the total test need which would flatten the testing demand curve quite literally.

Sorry for my short reply if it wasn't clear, my hypothesis is the data from China is not complete. There's cases in Wuhan that are not known, or perhaps even some that are, that are not reported.

It's not true?

Wuhan is still under lockdown. The finding of this study is if they discontinue lock down the infection will flare up again, undoing the benefits.

Read the paper... To keep the curve flat you need to stay indoors for a very long time.

Except what happens after 30 days? We just start the dance over again, that's what. Summary: Inside the model that may be making US, UK rethink coronavirus control Paper...

I understand the conservatism here from you and other health care professionals, but I think getting a supply of the drug now might be a good choice for anyone with symptoms. They should consult their provider but the risk reward for someone who is having breathing problems seems to favor...

Thank you for chiming in on the risks as these should be made clear, but this medicine is prescribed as a malaria prophylactic so it's generally well tolerated by a large part of the populace. To say there is only in vitro results in not true. There is growing evidence of in vivo results. And...

If you really think you have COVID-19 I would advise you to call your health care provider ASAP and try to get a proscription for hydroxychloroquine or chloroquine phosphate (if the former is out of stock). These are proving to be effective treatments based on early clinical study results and...

Agreed, running the car for 10 miles is like measuring MPG by doing short trips in ICE cars, lots of short trips will be way less efficient

TSLA was previously trading on lofty future growth estimates based and excellent execution, my take is now we are seeing it sell off more than the broader market since it's valuation was levered to that future growth which the market has lost confidence in. In times like these investors are...

They are hourly employees so they don't get paid for time not working unless they use PTO. The real issue is that without pay for an extended period of time many will move on looking for other work since they have bills to pay. This is going to be the story all over the US in the next few...

Well traded. I'm HODLing TSLA because my wife has given me strict instructions not to sell it. Instead I opened hedge positions in TZA and (3x short smallcaps) and FAZ (3x short financials) on the hypothesis we'll see a financial crisis hitting smaller firms that don't have as much access to...

I think a large part of the rally to 900 was brought on by confidence in the balance sheet and now that we are dropping below the convertible bond prices the balance sheet is looking a lot worse at a time of increased uncertainty which has an almost delta hedging like magnification effect on the...

Chamath Palihapitiya on stock selloff: I suspect we are nowhere near the lows Takeaways: 1. 1.6T in junk debt in energy sector alone that needs a bid 2. Travel impact alone may be 5% of GDP 3. Stimulus needs to be TARP in size 4. Predicts impacts like great recession but long slow market...

It's not how many cases you have "confirmed" that matters...