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  1. S

    Canada Waiting Room

    I spent 2 hours. An hour examining the car and time spent with the SA, then another hour just sitting inside familiarizing myself with the software.
  2. S

    Canada Waiting Room

    Picked up my White LR, white interior, 19" wheels, tow package, on the weekend, have driven 400km so far, everything seems perfect. Can't find any noticeable flaws. Delivery experience was smooth. ODD: End of October 2021 Original EDD: June 2022 Delivery: End of August 2022 10 month wait. Got...
  3. S

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

    Hahaha, okay, well I guess I shouldn't read too much into the mind blown thing then :p I agree with all your guesses about the battery thing. I just felt like he was focusing more on the capacity. From the earnings call: Elon: "And so, we've got a really -- make sure we get a very steep...
  4. S

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

    Yup I was wrong about that target date - it seems there never was a target date for 2TWh. But anyways, batteries need to not just grow at a comparable rate to auto, but in fact higher, for energy storage growth. The Q4 earnings reports says "Both solar and storage deployments should grow at...
  5. S

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

    I obviously had some facts mixed up in my head, the 2030 date, and the 16x actually only being for the electrode, not the whole cell production. But I still think it's the timeline to 2TWh which is going to blow our minds. The main 'wow' factor has to be the sheer number of cells they are...
  6. S

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

    Oops, I seen now he didn't say 2030. In the Q2 2019 Earnings CC he said "Battery Day will be kind of like a Master Plan Part 3".... "How do we get to like 2 terawatt-hours a year". And in this cleantechnica article it seems they made the a case for it being possible by 2030. "...Tesla could...
  7. S

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

    Ahh my bad, I see that now. Well, there goes that 10x capacity theory out the window. I still think the mind blowing part has to be a big increase in capacity though. Just not that big. lol
  8. S

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

    You're right, 2TWh will likely be enough for Tesla's needs in 2030. But the world will need far more capacity. It needs more now. And if Tesla can help supply that... I just can't think of what else would blow even Elon's mind, that fits in with the information we already know, other than an...
  9. S

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

    The part that really sticks out to me is the "I don't know ..... or something" So casual, like "you know, just a couple thousand GWh a year, no biggy." We know in the past he has said he wants 2TWh/year by 2030. Now he says that battery day will not just blow people's minds, but it...
  10. S

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

    I read it as the pictures are from reddit, it doesn't look as cramped as they expected, and there are rumors MY could begin deliveries as early as February. Nothing new here.