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  1. wtlloyd

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

    LOL I had 4 vehicles at one time, used to just drive whatever had gas in it, unless I needed the work van.
  2. wtlloyd

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

    Somebody whack the console, this thread has stuck on repeat.
  3. wtlloyd

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

    This is what I said earlier while you were gone. It seems obvious to me that Model 2 is needed to fund a Robotaxi fleet. $20 billion cash on hand is just a start, even if the cost could be as low as $10,000/vehicle produced. What about all the support, garaging, app development, servicing and...
  4. wtlloyd

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

    Well, their patent was about to expire in under 2 years, I think. They were like crazed weasels in enforcing their patents for the last 25 years, so it's a case of a little, pretty late. Damn good device, we have a couple of their saws. OT: (As a side note, since I saw Kuggerand is interested...
  5. wtlloyd

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

    This is how I drive my work van in small neighborhood roundabouts - the turning radius is too tight, I'd have to back and fill to make a left, so I just go for the shortcut!
  6. wtlloyd

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

    I expect that Insurance companies will have the final say.
  7. wtlloyd

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

    Let's stop presuming that improvement will be linear. A single change may result in multiple reflections of behavior. Think not 1+1+1+1+1=5, but rather 1+4+2+3+2=12
  8. wtlloyd

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

    They want it out of the newscycle, a clean launch of RT without this fight being played out. Lose a battle but win the war.
  9. wtlloyd

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

    https://www.axios.com/2024/04/08/nyc-congestion-tax-price-fee-location Amid all the RT discussion let us not forget there are other forces at work outside our Tesla bubble.
  10. wtlloyd

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

    "Beater" vehicles favored by low income drivers will become uneconomical as fuel and insurance cost rocket up in step with increased BEV and FSD use. This is different than how it has been for a hundred years. An entire global supply chain of manufacturing and distributing is going to get wacked...
  11. wtlloyd

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

    I believe it is this year, when the RT announcement happens, that Tesla will announce the end of sales of FSD, or at least double the price for full ownership. Monthly subscription is so much more advantageous for Tesla, and many drivers. It's really the reason I bought it a year ago, as I...
  12. wtlloyd

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

    That's wrong. Not all events are planned.
  13. wtlloyd

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

    I have assumed the model 2 announcement would be at the time that production was starting, for obvious Osborning reasons. I now assume that Elon chose to state that the RT would be announced on 8/8. He just didn't add that the Model 2 would be introduced at the same time.
  14. wtlloyd

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

    The numbers don't add up for RT and no Model 2. That's a huge initial investment of capital that remains tied up while growing the network with more vehicles, providing garaging/charging/service, location depots and service area expansion. To be effective, there must be a saturation of RT such...
  15. wtlloyd

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

    All our European members' heads just exploded.
  16. wtlloyd

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

    All this talk...the place we stand on today is we can see multiple instances of maverick corporate managers "getting it" and striking out for the promised land of BEVs and AI self driving. OEMs proclaim entire new vehicle programs, a pivot, multiple new models. And then we watch as they are...
  17. wtlloyd

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

    It's always helpful the read the thread before asking questions/posting news. *Edit: hung by my own petard, Krugerrand already answered it.
  18. wtlloyd

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

    Today's trading will be the week's close, US markets are closed tomorrow for Good Friday.
  19. wtlloyd

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

    My '23 Fremont Model Y was produced during a frantic last days rush of '22 (I took delivery at noon Dec 31). It was perfect.
  20. wtlloyd

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

    Everyone holding their breath? Good!
  21. wtlloyd

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

    I saw a Cyber truck heading north on the Interstate in Seattle a week ago for the first time. Pretty heavy rain, so surrounding traffic response was muted. Clearly though, spring migration is on!
  22. wtlloyd

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

    Let's just move on from talking algae. All the big FF criminals have. https://www.theguardian.com/environment/2023/mar/17/big-oil-algae-biofuel-funding-cut-exxonmobil
  23. wtlloyd

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

    OT but just want to say we saw pt2 today and it was so mind-blowing that I actually came away mildly liking Timothy Chalamet for the first time. Film was extremely well done.
  24. wtlloyd

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

    Ya, well, my Jr High typing instructor is having none of it. We learned on Olivetti manuals, "keyboarding" wasn't a thing, and we liked it!
  25. wtlloyd

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

    Because it's designed to be a direct humanoid replacement, and humanoids don't have wheels?
  26. wtlloyd

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

    Going forward, stalks will not be present, this includes the Model (2). And some of you think they will engineer a retractable column with a nested squeel or whatever. If they are saving $50 or $100 or whatever it is by not including stalks on the wheel, why would they include a wheel at all if...
  27. wtlloyd

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

    I just don't get this Cult of the Leader thinking. Elon is remarkable, he has done so much to make Tesla what it is. But the company is 130,000 (and counting) people on 4 continents. Why does it all boil down to one guy? Weird.
  28. wtlloyd

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

    cellphone - Starlink - cellphone why complicate it,? 'the best part' - awww, you know the rest
  29. wtlloyd

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

    Well, that was a WWII political slogan, so - hey, just how old are you?
  30. wtlloyd

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

    I'm certain that must be true, but my personal reference is waaay out of date. I quit eating beef and pork when I was 16, more than 5 decades ago. (I still eat absolutely everything else).
  31. wtlloyd

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

    You are comparing a media company to an engineering/manufacturing company. That's like comparing a hamburger to a boot.
  32. wtlloyd

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

    Drives me a little crazy when people say things like "Optimus is going to take over the factory" and "they are delaying Gen 3 until Optimus is ready". Ummm, they are building the world's 3rd largest parking structure, with space for 11,000 cars, RIGHT NOW. Maybe someone oughta ask them if...
  33. wtlloyd

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

    Feels like Xmas morning, waiting to open presents. Will I get a new bike, or a sweater and socks?
  34. wtlloyd

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

    Well, the most ignorant question I can think up to ask is, can Tesla do a stock buyback of Elon's shares, thereby avoiding any market pricing effect, and giving Elon the tax money he will need?
  35. wtlloyd

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

    That's what they want you to think! (afterhours ok?)
  36. wtlloyd

    Erratic heater

    I had a similar problem with my '23 Model Y LR after a couple months. It was a defective cabin temperature sensor. Easily repaired at no charge.
  37. wtlloyd

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

    Cross-Pollination : What is the significance of cross-pollination? Advantages of cross pollination: The offspring are healthier. The seeds are produced in larger number and are more viable. The seeds develop and germinate properly and grow into better plants. Is cross-pollination good or bad...
  38. wtlloyd

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

    P&D report expected tomorrow, would that be pre-open or post-close?
  39. wtlloyd

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

    Whole Mars appears to have posted that video *Edit to add, I'm not sure what identifies this as a ver12.1 FSD
  40. wtlloyd

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

    Again, I'll say, the Foundation Series is mostly about forcing sales of the accessory options, gaining an earlier retrieval of pre-opening costs involved in producing these options.
  41. wtlloyd

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

    "The answer is 42". Or perhaps it is the PLC instructions for Salo's widget. The Sirens of Titan - Wikipedia
  42. wtlloyd

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

    I have always believed (since, like, I was 15) that as governmental spending has grown to a larger share of the economy, it has acted as a regulator on the boom/bust cycle that capitalism promotes. Hence, UBI will be a feature, not a bug?
  43. wtlloyd

    Politics - Quarantine Thread

    I'd wish him coal in his stocking but he'd love it and post that Santa loves him.
  44. wtlloyd

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

    No love for Thomasina? https://en.wikipedia.org/wiki/The_Three_Lives_of_Thomasina
  45. wtlloyd

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

    Cathie Wood was and still is an Arthur Laffer (Laffer Curve) disciple, as I have pointed out here before. She still speaks highly of him. The Laffer Curve is a blatant con which serves to justify tax cuts for the obscenely rich. Anyone who defends it is either an ignorant tool, or a knowing...
  46. wtlloyd

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

    Accessories have ramp costs too. The $20K has more to do with adressing limited take, forces inventory movement. Pretty smart, from that aspect.
  47. wtlloyd

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

    Up 5 1/4%, a very nice birthday present. And why? No reason, just because. I truly don't care anymore, what's the point in trying to reason where the stock will go next? Just best to sit down, shut up, and hang on until your stop comes up!
  48. wtlloyd

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

    Time for second breakfast? Here ya go, courtesy of Joe Tegtmeyer @ that place...