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I have just finished my posting career after a similar incident. I wish the best for everybody. Good buy.

Both of these guys are likely suffering through the mental stress of social isolation. They have clearly lost their cool. Of course, I am in the weird situation that while I reject everything that Joe Kernen stands for I am a heck of the closer to him on the pandemic than to Sorkin. The...

You are not reading the article. The point is that if we limit ourselves to optimize for health and life lockdown also kills and damages people. That damage is extensive. To claim that profit vs. life is dogmatic.

600 Physicians Say Lockdowns Are A ‘Mass Casualty Incident’

I find it contraproductive to engage with you until you admit that you claiming that I said that I said Tesla wanted to use low qualtiy batteries. You sarcastically attacked me for a statement I did not make. Incidentally your current post has similar problems. Again honest discussions are...

Dear Artful Dodger, I do enjoy and learn from your posts. But.. You repeatedly get into arguments where you are both dead wrong and rude. And as usual, you conclude your post with "Cheers". We all work with incomplete set of informations and we are wrong sometimes. Healthy discussions about...

Kindly next time try to refute the statement that I have actually made instead of making up one that I did not. Plenty of sources for the CATL Tesla battery deals with low energy density batteries for standard range. Tesla has already applied to Chinese authorities to sell these. Google is...

Another possible strategy is to produce the SR+ using cheaper lower energy cells as it has already been de facto announced for China with CATL.

Correction: Tesla has dropped prices when they needed to increase demand (and increased prices when demand was high respectively). I.e. demand has a high price elasticity and Tesla tend to adjust price to balance supply with demand. Now they were able to drop price because of the lowered cost of...

I am always puzzled by the refrain that Tesla can sell any cars they make, no demand problem. The obvious fact is that demand has very high price elasticity, and Tesla will sell as much car as it can profitably. That means that Model S and x sold less than production capacity for a while. On...

I think Daimler spends about $2000 on advertisements per car. For Tesla Elon tweets. Now in the good old days ICE tech was much cheaper than Tesla's BEV. Daimler had a bigger scale and manufacturing expertise. Now BEV cost is approaching IVE. Tesla's scale and manufacturing expertise is...

I am glad you asked. No problem. Biological age is measured by the so called Horvath clock. see analysis of a paper show rats age being reduced by 54%. David Sinclair, PhD on Twitter is 54% not enogh? do not worry. It is high tech. It will get better very fast.

My impression was that very positive or negative spacex events had a small temporary impact on the stock price. I imagine they also had impact on Tesla car sales. Positive spacex stories are free Tesla advertisements.

Implied volatility is indeed going slightly lower. Anybody can explain how market makers set IV? At the end of October it was around 37% that I thought was crazy low, then it went above 70%, now it is going lower currently at 60%. I am confused.

To me the mystery: How can Tesla present great future advancement in battery, etc. without Osbourning its current lineup?

Union president optimizes for his self-interest against workers. CEO optimizes for his self-interest instead of shareholders. Uncontrolled agency risks everywhere. The advantage of owning Tesla and other companies where the CEO has a large ownership stake that this agency risk is much lower...

A Tesla is very different from a conventional ICE cars. Many people prefer an extended test drive before committing to buy one. And they are happy to pay for it especially when they rent a car anyway. Ken, have you had any problems renters abusing the car?

Fear mongering is good for click bait, but we should follow science. It is very easy disinfect surfaces but the danger of infection through surfaces is not high. The specific fearmongering lie used (based on minimal science.) virus can survice in vivo at various surfaces for some period of...

I do not quite understand why Tesla has not started a Turo type business already. It would be an advertisement for the car and it would not merely be free it would be very profitable.

I think we understood that not even in NYC were hospitals overwhelmed (although that was not pretty.) The idea of a second wave being worse when a substantial part of the population that is susceptible has already been infected and another part will be intensely social distancing is not simply...

I am not sure which epidemiologists are you quoting, most of them just produces whatever results are expected from them with devastatin results for overall health policy (not just COVID.) Epidemiology is a science, and according to scientist epidemiologists (e.g. Ioannidis and others) this is...

No significant tech or scientific community just like Reno. UT Austin for example has Goodenough the inventor for the lithium ion battery. That should at the minimum mean that Tesla will not have basic difficulty to recruit competent engineers to run the battery production. Panasonic still has...

All great! But would not it hurt recurring revenue?

Can you explain how does this relate to Tesla investments? There are plenty places on the internet where you can discuss your views on this, where you do not look like spammer. I miss the moderators. And Mr. Detweiler you are on ignore from me.

While I agree that Spiegel is a despicable idiot I think the systemic problem was how much air time he received and how much we talked about him. E.g. Chanos lies, manipulates, etc. but he does it in a somewhat intelligent way and he plays with real money.

I do not think that it is Elon. Elon is clearly closer to the left on the environment and closer to the right on handling the epidemic. (it is bizarre that a virus is political issue, but it is. Yes. Everybody is crazy. ) So Kernen, and Santelli, who were automatically against Tesla because...

I have read somewhere (no link, sorry) that a trade union representing ~1.3 million grocery store workers reported ~72 death. Of course, every death is a tragedy, but that number is likely lower than flu season death. I.e. yes, this is a serious pandemic, but for the workforce, the risk is lower...

This is not that simple. There are many Tesla fans, investors, and owners who are what I consider COVID hysteria camp. i.e. they believe that if there is no guarantee that a single worker would not get a sore throat then he should not reopen. These people are not members of TSLAQ. This affair...

Fremont mayor who supervises Fremont police offered to help Elon. I do not think he will be arrested. Weird story.

Partial disagreement: Workers do not have the resources comparable to the company to represent their interests. So trade unions would make sense. I am not convinced that Tesla treated all of its workers fairly all the time. I have an extremely low opinion on the UAW on the other hand. Trade...

There really is no reason of any operations to follow the HQ. Fremont, Palo Alto and Lathrop will go on just like Shanghai really far from the HQ. It is clear that manufacturing expansion will happen outside the Bay area probably next in TX.

Elon is making serious inroads with Republicans then. For some odd reason, Democrats are for lockdown, and Republicans are for lifting it. I understand how the relation developed, but I do not see why it makes any sense. I have been accused lately to be a traitor of my tribe.

You switched topics. The reference was about the Potter (Jeffrey Sandler) interview on excellent Tesla daily podcast. (Rob Mauer) (Incidentally Gali improved a lot during the years.)

Pretty high bandwidth conversation. It is time likely better spent on this than on some other stuff related to Tesla especially the first hour.

Tesla cannot buy the land next door. All land in China is owned by the government. Unlike Tesla whoever has the land next door has no 99 years lease. If the government wants to lease that land to Tesla, the guys next door are out soon. Welcome to PRC. No expensive buildings there because the...

Wrong conjecture. You can see Mongo's reply to my post.

In the Model 3 ramp misery one substantial problem was the conveyance system. I have noticed that in the Shanghai general assembly once body powertain comes together there is no conveyance system. The cars on autopilot on the assembly line. I am not sure that Mr. Munro will recognize that. The...

@ReflexFunds gave a pretty good theory for that couple of months before. It is a self reinforcing process. It starts with some extensive call purchase activity combined with good news. The option market makers hedging becomes a self-reinforcing huge movement. I expect this sharp price increase...

If you want to hire manufacturing talent and experience the right place is China. On the other hand for the right place for the best supply chain the best place is China. I wonder whether how much Tesla's improved access to the Chinese supply chain has improved Fremont supplies as well.

Elon's publicly declared goals used to be the same as the extremely inspirational internal goals. In the last year, he separated the two and the public goals are now similar to the customary method of conservative targets that can be beaten. I am still skeptical about the end of the year, but I...

Tesla has achieved historically over 10% /year cost reductions from factors others that you mentioned. This might not be obvious from the prices. They simply Their efficiency improves all the time in every part. The most important part is the cost of the battery that also have the 10% yearly...

Elon also said that it would not be needed by the time they were ready. He was correct.

I do not know about shorties, they no longer have worthwhile things to say. But I have noticed that car stocks were beating indices big time and not only Tesla. So I assume that the optimism was based on the massively improved COVID expectations. Carmakers are hit with COVID both with production...

Death is a lagging indicator for infections. The less lagging indicator is hospitalization which dropped half in one day, and now it is even less than death. 562 vs. 630 (IIRC). So with lock down the virus seems to be controlled.

Seems logical, but that would no longer work. Tesla has become extremely integrated product. E.g. the battery heating cooling system is integrated with the cabin HVAC. Similarly motor control is integrated. Now technically they still could give the battery wihtout the HVAC system or a somewhat...

I see absolutely no relation of your posts to mine. You mean to say that Tesla has not gamed the system when maximized deliveries to geographies with expiring stimulus. Of course it did. I have never said that Tesla was unethical. In fact I believe it is highly ethical. My comment was an...

All kinds of people, small business, big business will take advantage of stimulus whether they need it or not. You can be absolutely certain that Tesla will take all the benefits as it can legally including gaming the system.

Exactly. There is some chance that with the CARES act they will get more unemployment than their wage was especially in Reno. A negative consequence that they might not rush back to work once the factory reopens except one possible benefit against all harm from the recession, depression or...

Actually the best case is that we reach herd immunity, and this virus pandemic will be over for good by late April or early May. Nonetheless, this will not be the last pandemic and that we learn how to deal with it effectively might be a plus. It is a good exercise thankfully with a not...

Were the deposit for these orders " fully refundable."?