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  1. A

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

    Yes, at this point the advantages of 4680 are essentially cost, not performance. Believing otherwise is an artifact of the old battery day hype.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yep. In other words, the market’s assessment of the chances of success of FSD, Optimus etc, rightly or wrongly, are to some degree priced in already.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It will almost certainly happen. Anything EV is on a hit list, and the move would not be unpopular with the people they want please. And even it it was, they’d do it anyway. The bottom line is we can expect a number of moves that will impact the expansion of EVs and by extension our investments...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There is no terrorism-proofing a grid. There’s only risk management. In the US, the government and companies running the grid have a tiered system that classifies each piece of infrastructure for how much effort/money is spent, and of course the bias is on the key elements, which are rated on...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    A good start would be even making a single model that works reliably and has useful range. They aint there. It’s pretty, but not much of a functioning car.
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    Was the 4680 Model Y a Cybertruck Testbed?

    they remain unlikely to ever be better than smaller form factor of essentially identical chemistry and structure. Thermodynamics say so. There was far too much hype initially and people are still buying it. I buy that Tesla can save money by making batteries in house. But there isn’t any magic...
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    Was the 4680 Model Y a Cybertruck Testbed?

    It seems like an excessive cost for something they generally do well anyway, setting up the assembly line for that version of the MY and cranking them out. I drove a rented one BtW for I dunno, 10 days and it was perfectly acceptable if not great re: range, even though I put more than 1500 miles...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The Afghan bosses are using the big Land Cruisers we get here. The UN does in a lot of places also. But yes to all that generally. These markets don’t strike me as particularly important for Tesla, though yeah, in the long term the advantages of the mechanical simplicity of EVs vs ICE should win...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Point of clarification, with Taliban etc, as well as more innocent parties in, say, North Africa : everywhere I have been that if your vehicle breaks down, you die? The vehicle of choice is a Hilux variant. And with good reason, those things just don’t break. Land Cruiser in those places...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Why not. Elon says climate change isn’t that big a deal for the short term.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    He is an incredibly granular source of investor intel. I can’t watch every last time, not sure it’s worth that amount of my life. But at key times it’s good to dip in for several days of it as he kind of catches you up over time. He’s been at it so long he really has good context for...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    yup for awhile. sometimes Fridays ARE good.
  13. A

    Supercharger - Chapel Hill, NC

    It’s just one exit faster east and traffic is bit messier there as the interchange is of two of the main commuter and commercial routes in the area. But yeah, very close.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    But it’s going to take something other than cameras helping with the sensing, first. Says my MY after having two cameras simultaneously unavailable twice now during recent rainstorms.
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    Supercharger - Chapel Hill, NC

    Yah, there is some oddity generally in the parking lot. I don’t think it’s at all unsafe, but it does seem likely that maybe some folks from just to the west are driving there for internet access. Last time I was in town I used that one and there was some strange thing going on with cops, a lock...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That cesspool you describe most accurately portrays the world online and as described by politicians and chaos agents who profit from making people see it that way. It does not at all describe what I see interacting with actual IRL humans around my town, or my neighbors, not my workplace, or...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    On the plus side, clearly Tesla has found at least part of a new compensation plan to keep Elon happy.
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    Paint-less Dent repair on quarter panel?

    Had similar size, little larger, on crease line just fwd of charging post fixed paintless. $150. The cost for this varies only by how hungry the repair service is. Worth it to check with a couple. some will estimate just off that photo emailed.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    https://www.wsj.com/lifestyle/cars/youve-formed-your-opinion-on-evs-now-let-me-change-it-6c6fd1c1?st=id0v3w0zcws8olb&reflink=desktopwebshare_permalink&fbclid=IwAR3PPYeKbVCJfUQueAZoDhvAgy7-QU_Nc-RUBf0JYdS7QceNgEa2kMhDzso_aem_AUr5oetqH-v_hhWRvVxr7qkU56g0XK3CYfryDNuTRJXENl_wzlTP8NzUIBAcElwZjS8...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You’re going to struggle here if you can’t learn to embrace conspiracy theories.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Will finally be able to get rid of that wiper. That’s a plus.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There were politicians there claiming the solar panels poisoned the soil under them and made farming it later impossible. More to the point, there is zero wrong, in concept, with offering ESG funds as a choice for your investors. Funds come in flavors to suit pretty much everyone with money to...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The comments below the story are a non-stop string of self-confident Fox-talking-point FUD. Elon isn’t winning any new buyers among the crowd commenting there.
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    Tesla recalls 2 million vehicles to limit use of Autopilot

    OK, but specifically on this issue, what is the solution? headline writers have very very few words to use. They can’t explain what OTA means and still have space to say what the “recall” is for. They can only say “recall” then leave the lengthy explaination for the story itself. What needs to...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Most WERE not. According to this article the poll was "In the weeks leading up to Elon Musk’s latest round of controversies.." That number will go up and down and probably have little meaning at any point. A better poll would determine how many had developed hardened positions, and of those who...
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    Tesla recalls 2 million vehicles to limit use of Autopilot

    totally in agreement. But it is fair to say that recalls that can be done OTA aren’t the same thing as having to physically bring in the vehicle. This is a serious recall. No question. But it’s also OK to make the distinction it will done OTA. 99.8 percent of population currently understands...
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    Tesla recalls 2 million vehicles to limit use of Autopilot

    Yah basically Im just saying I don’t need to hear any more about how an OTA isn’t a traditional recall, and blaming the media for that blah blah blah. It’s a worn-out discussion and no one here really disagrees the NHTSA wording lags the modern world. The OP has posted a topic worthy of serious...
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    Tesla recalls 2 million vehicles to limit use of Autopilot

    The Feds are at fault with the semantics, not CNN. “Recall” is still the word for it. I think everyone here is pretty much agreed that OTA should have its own, less-alarming term in the law, but it doesn’t yet. The semantics of this have been discussed endlessly on the forum. The point with this...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I’m saying they weren’t experts on the issues. Tesla is, and could have educated them. Permanently. And it didn’t. PR hit for the company. They “train” a few dozen reporters on the facts, the whole climate of this sort of stuff changes. But sure, maybe its more satisfying and mature to send poop...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The reporters weren’t charged with anything. They were just working without one side’s version of the story. If the WaPo was engaged in that kind of conspiracy, they wouldn’t bother to post Tesla’s response.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As an investor I’d have been a lot happier if Tesla had actually engaged with the reporters when they called and had a hand in shaping the story instead of sending back the usual poop emoji, then arguing with the resulting story. No one reads the fine print when someone complains about a...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    From someone who participated quite a bit in the biggest recent thread on the topic. I gained zero useful knowledge that I wouldn’t have been getting elsewhere naturally. Yes it bears on the stock. No question. And yes in an ideal world it could be discussed civilly here, and in a thoughtful...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The battery pack is not the kind of elegant solution normally associated with Elon. The truck generally. though seems to be a well-executed product. High marks on that. Maybe B-minus grade on the range and pricing. 10K$ less for the top two models would have been a plus for stock price, but...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Well, they’ve got SOME kind of agenda. The link doesn’t carry me there so I cant read the exact wording but right off the top, the 2021 figures they cite aren’t even vaguely pertinent. The following, however, is: Canadian electric vehicle registrations inching closer to Liberal government’s...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Reuters is likely just using Pacer, which is federal courts. Sure. they’re just typing it. they could have turned that around in five minutes. believe what you need to. The actual FUD from MSM is not conspiracy stuff, it’s just the same amount of ignorance and incompetence to be found in any...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Sure, they have alerts on various things. But where do you thing the info that triggers the alert comes from? Thin air? The courts? Nope. First some smaller local news organization has to actually put something out there. And THEY aren’t in the thousands of county circuits either. They’ve all...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Wow is right! Elon’s enemies are all-powerful, and miss no details. None! We are talking The Mighty Oz-level stuff. To trigger all this, he must have done something evil on the scale of dating -- and dropping -- Taylor Swift. OP claims Reuters probably held the story up to pounce with the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    yes, if there are going to be ads these are key points to hit. FUD aside, my friends all think I’m rich because I’ve got a .... Model Y. Lots of folks out there had the Tesla brand imprinted on them when the S was the only car, and just think in terms of @$100,000 pricing. Reeducation on that is...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That’s not the real reason. Here’s what that endowment does: "But the school reports that about 70% of Harvard students receive some form of financial aid, and claims that students whose parents make less than $65,000 are not expected to contribute any funds, and that “90% of American families...
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    No more EVs for me

    Obvious troll. Big Earl and jjrandorin give what are the clear and essentially complete response to this. If it’s “no more EV’s” for you, you’re going to be without ability to buy a new vehicle relatively soon. And honestly, someone who is taking a loss to buy.... an SS Camaro? Yeah, I can guess...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yep…and the larger companies are all seeing the writing on the wall and starting to plan for gradually increasing the number of EV chargers they host. Buccees and Wawa etc stand to do well of selling drinks/snack/real food … their margin on gas isn’t where the action was anyway. The smaller Indy...
  42. A

    My 2023 Model y AWD is My 6th Along with 1 Plug In Hybrid. Here's What I've Learned

    This was an unusually thoughtful and rational OP, thanks for taking the time to write it up!
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    Tesla Unionization

    Ayn Rand dogma also had... Ayn Rand living on Social Security in her later life.
  44. A

    Tesla Unionization

    Logic is not really enough. You’re up against a sturdy current of Ayn Rand dogma here.
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    The DOJ Tesla probe has expanded to include EV driving ranges

    Yes, but that’s not really relevant. The subject here is the accuracy of the EPA figures for range in miles vs IRL... And we have a general idea of the accuracy or lack thereof of the Model Y’s. What would be relevant is the Leaf’s IRL vs EPA estimates in miles. What has been your experience?
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    The DOJ Tesla probe has expanded to include EV driving ranges

    I believe the phrase I used was “gaming it.” They spun to their advantage. Others didn’t. I made no allegation of illegal behavior or cheating. If someone want to interpret that level of spin as wrong, that’s on them. Maybe their moral sensibilities are too delicate. To me, it’s just marketing...
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    The DOJ Tesla probe has expanded to include EV driving ranges

    The issue at hand isn’t really the sanity and rationality of the EPA. Bureaucracies are dysfunctional at a ration based on their size, just simple fact. The question here is about why / how Tesla numbers appear pretty inflated on the same test, rational or irrational, when compared with other...
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    The DOJ Tesla probe has expanded to include EV driving ranges

    This is exactly it. The ratings as BS but I knew it going in. And what my Model Y LR gets is enough. Small issue given the high points of owning the thing, superchargers etc.
  49. A

    The DOJ Tesla probe has expanded to include EV driving ranges

    Oh, I’m pretty sure they would in discovery.