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  1. hobbes

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

    Let me guess, you’re not in Germany ;)? France probably.. Europe is not as homogenous as it may seem from the US point of view but I admit Germany is the outlier with regard to driving speed on the freeway
  2. hobbes

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

    Elon visited Giga Berlin today to speak to employees, production is running again. He reassured reporters who asked that the factory will be expanded to 1 million cars/year: "Yes, of course."...
  3. hobbes

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

    Power is back: https://www-moz-de.translate.goog/lokales/erkner/tesla-gruenheide-edeka-und-gigafactory-haben-wieder-strom-_-wann-startet-produktion_-73287813.html?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=de&_x_tr_pto=wapp
  4. hobbes

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

    Good work by the electricity supplier:
  5. hobbes

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

    Working three shifts on the weekend to repair power supply to Giga Berlin: https://www.moz.de/lokales/erkner/stromausfall-in-erkner-und-berlin-haushalte-ohne-strom-und-licht-73223237.html
  6. hobbes

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

    I can assure you this attack got a lot of media attention, at least in Germany. On the issue of who is really behind it - I don´t like to speculate/blame any group unless there is at least some evidence, but it strikes me as very odd that a crazy so-called environmentalist group does have the...
  7. hobbes

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

    Looks like they are taking the arson attack seriously, this has gone to the federal prosecutor: https://www.moz.de/lokales/erkner/stromausfall-in-erkner-und-berlin-haushalte-ohne-strom-und-licht-73223237.html
  8. hobbes

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

    Good background article on Giga Berlin: https://www.dw.com/en/germany-sabotage-case-launched-against-tesla-protesters/a-68467844
  9. hobbes

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

    You mean Nevada? I don´t think exclusively... Rohan Patel reported: Would be interesting what percentage of their electricity needs they get out of that.. Solar at around 2:54:
  10. hobbes

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

    So far it had not been looking as if Q1 24 would be lower than Q1 23, but with Berlin down it will be interesting..
  11. hobbes

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

    I thought I´d share a bit of local good news: In 2023, wind power overtook coal in Germany as the dominating power source, contributing 31% of total electricity production! Total renewables were at 56%. https://www.sueddeutsche.de/wirtschaft/energiewende-windkraft-kohle-1.6430409
  12. hobbes

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

    Comment from Steven Peeters on FSD coming to Europe due to UNECE approving new rules yesterday (was posted above), he thinks if we´re lucky it could be ready as early as September - depends on both the UNECE finalizing it and Tesla training FSD for Europe, but it is starting to get real :)
  13. hobbes

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

    Looks like two weeks downtime for Giga Berlin :(. https://www.moz.de/lokales/erkner/stromausfall-in-erkner-und-berlin-haushalte-ohne-strom-und-licht-73223237.html
  14. hobbes

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

    News blog on Giga Berlin: Good to hear there are direct talks, not just messaging (which can often lead to misunderstandings, at least that´s my personal experience)
  15. hobbes

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

    You will tell us all when this has happened, right?!
  16. hobbes

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

    Problem is everybody has political leanings, and if things get polarized enough a non-negligible number of investors might sell
  17. hobbes

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

    Background, pretty balanced article IMHO Pheewww....
  18. hobbes

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

    I think that default is (and should be) no tariffs, free trade. That said, the EU has been investigating whether some Chinese manufacturers have an unfair advantage through subsidies they get from their goverment and compensate that through tariffs. Thing was that (for whatever reason) the plan...
  19. hobbes

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

    Do you mind sharing your source?
  20. hobbes

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

    Found the number too high, too. I guess that it is a very crude calculation of "thousands of cars in a week time tenthousands of EUR per car" that gets you to triple digit million amounts. Maybe they are just trying to scare the arsonists but I am afraid they might take it as a measure of...
  21. hobbes

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

    The fire is not at the factory. It does look like arson though. https://www-moz-de.translate.goog/lokales/erkner/stromausfall-in-erkner-und-berlin-haushalte-ohne-strom-und-licht-73223237.html?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=de&_x_tr_pto=wapp
  22. hobbes

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

    Numbers for February starting to trickle in for European countries. Tesla is in first place in Norway with 1778 cars registered (24% market share, 1749 of those are Y), ahead of Toyota and Volkswagen (10.1/8.0%). That is up 23.1% for Jan+Feb compared to 2023. BYD in 13th place at 2.1%, up...
  23. hobbes

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

    Artificial Insemination 🤣 Good to see Elon in a good mood and talking technology (what he does best) instead of politics!
  24. hobbes

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

    Nice! Now how to fit a cybertruck into that laser station... If Tesla would build a mobile drive through one I bet they´d have a lot of people lining up!
  25. hobbes

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

    Same model we´ve had in Europe for a while now.
  26. hobbes

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

    Hm interesting, it says Giga Berlin "Manufactures Model Y & batteries", showing a empty cell can (at 0:57). Mistake (video produces mixed up battery pack and cell production) or are they producing cells after all? I was thinking they moved all the cell production equipment to Texas because of...
  27. hobbes

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

    I think FSD bears will run out of arguments soon... Many more good short videos in this feed. I refrain from posting more again to not clutter this thread, go look yourself!
  28. hobbes

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

    FSD 12 also seems to have improved behavior on Chuck´s turn - goes into left lane with someone approaching in middle lane. Note that this is paparazzi mode, Chuck is just filming here so it is theroretically possible a person is driving the car, not FSD.
  29. hobbes

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

    Confirmed by teslascope who talked to developers they say:
  30. hobbes

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

    Mostly more human like because it is not going in a straight line but turning sideways and back and doing a U turn. Would be interesting to know if this is autonomous or remote controlled.
  31. hobbes

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

    Makes sense. Follow up question if I may: What is so pressing that they need to do this, at a time when according to the call we are between two waves (kind of in a lull on a long term growth scale)? Get everything ready so next wave of 20,000$ car and semi can ramp as quickly as possible when...
  32. hobbes

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

    Does anyone have an idea why Tesla is building additional manufacturing outside Giga Austin - are they running out of space already?? What´s the concept?
  33. hobbes

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

    V12 really is different - speed bumps, U-turns and now this (even visualized if you look closely): Also handles driving through tight construction amazingly: Residential road with oncoming cars, almost seems like someone is controlling the car remotely 🤣 (watch till the end):
  34. hobbes

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

    In AIDRIVR´s excellent video he actually talks about how he thinks he can see when it switches between two stacks - after watching the transitions a couple of time I see it too, the blue line in front of the car showing where FSD is planning to go suddenly gets a bit longer or shorter:
  35. hobbes

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

    Elon said they are currently limited by training computing resources. So if they think that with the given compute they could for example make city streets 50% better and leave highway the same (on the old FSD 11 stack) OR make city 25 % better and highway 10% (because it was already better than...
  36. hobbes

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

    For a logistics center for Giga Berlin 🤔? /s
  37. hobbes

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

    Just in the German news: The residents voted against the expansion of Giga Berlin expansion for logistics area (freight station, logistics, storage, kindergarten; this is not about the factory expansion itself where trees already have been cut). Outcome is not legally binding, but likely to...
  38. hobbes

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

    Interesting... https://www.nobelpeaceprize.org/nobel-peace-prize/nomination/ Thought I had never heard a of such a nomination and I guess that explains why...
  39. hobbes

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

    Original article quoted by Sawyer: https://www.eenews.net/articles/tesla-masters-a-new-realm-federal-ev-infrastructure-dollars/
  40. hobbes

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

    Confusing they are combining two weeks... Is that the average over two weeks or the sum? Some historical context in this plot: https://cnevpost.com/2024/02/20/china-ev-insurance-registrations-feb-5-18/
  41. hobbes

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

    Looks like it is possible to homologate Cybertruck individually in Germany (not sure if this means Tesla could get a regular homologation for normal sales)...
  42. hobbes

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

    Rust confirmed but a non issue: