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  1. R

    Russia/Ukraine conflict

    You mean with stuff like this? Florida rejects 54 math books, claiming critical race theory appeared in some
  2. R

    Russia/Ukraine conflict

    Maybe Biden can invoke the defense production act to greatly increase the number of heat pumps manufactured.
  3. R

    Russia/Ukraine conflict

    I wonder if Serbia is acting as a conduit for China to supply arms to Russia?
  4. R

    Russia/Ukraine conflict

    Love Feynman, healthy dose of skepticism including of oneself.
  5. R

    Russia/Ukraine conflict

    Yes, but as usual for political matters the alternatives could be much worse. A nationalist, semi-authoritarian leader vs a fractured corrupt opposition.
  6. R

    Russia/Ukraine conflict

    Would boring company tunnels 30-40ft underground be immune to bombing?
  7. R

    Russia/Ukraine conflict

    How about a tweet that says we will not let Ukraine fall to Russia?
  8. R

    Russia/Ukraine conflict

    Putin has a way out. Reduce Ukraine to rubble. That seems to be the direction that he is headed.
  9. R

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

    I love "Elon the Engineer" because we get a picture of how he is solving difficult problems. Other companies typically give no such visibility. "Elon the Social Influencer" is just strengthening the existing polarization that exists in our society.
  10. R

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

    Why not just make an app store compatible with android? I believe that is what Microsoft is doing on windows.
  11. R

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

    It's all about the buzz. Tesla had 100% before. Now with all the announcements they have to share the limelight. A couple of weeks and we will likely rebound.
  12. R

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

    In my opinion she missed some follow-ups that could of forced Elon to give more serious deliberative answers. Although SpaceX and Tesla are doing fine now. Govt seed funding/loans made a big difference in the early years. Isn't this worth continuing? More important than the taxes Elon pays is...
  13. R

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

    You are right overall. But if you look at the tweet it was against a $10B handout to Bezos and his do nothing military aerospace contractors.
  14. R

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

    Given current ev production constraints, the EV rebate will just cause higher prices. If Tesla gets the additional 4.5k union rebate, you can count on the prices going up even more. I am not sure it is worth it as a consumer.
  15. R

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

    Although, I disagree with Biden's Tesla policy or lack of one. I can't see how this helps Elon Musk/Tesla. Some cooler heads need to speak to each of them about their common interests. After all, Biden does not need to antagonize 60 million plus Elon Musk twitter followers.
  16. R

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

    I knew Optimus Prime (hehe ... from the movies) and you Tesla (House) Bot are no Optimus Prime :)
  17. R

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

    The neural nets create inputs to a finite state/rules engine for actions. This can be tapped to understand cause and effect.
  18. R

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

    Valves are valves. Possible SpaceX buys them from someone. It would behoove SpaceX to make sure similar scenarios do not occur on Dragon.
  19. R

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

    Tesla sales target for 2030 is 20 million EVs. That should be enough to meet Biden's target. The rest don't have to do anything.:)
  20. R

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

    I guess I might be concerned about older model s cars that have had a lot of supercharging. Also letting the charge go to low and charging to full. However, this guy is anti-tesla (actually anti-musk) and his bias shines through. I wonder why 2 of the better newspapers (washington post, nytimes)...
  21. R

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

    Looks like Iron/LFP will be using a different form factor than 4680 based on Elon's comments. It seems like Tesla may not be making the LFP batteries.
  22. R

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

    The many vs the one. (Other CEOs vs Elon Musk) Guess who will win.
  23. R

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

    Well, he has managed to hook Sandy Munro as a regular guest.
  24. R

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

    You can see all (20) the proposals at the following including preliminary evals spreadsheet as of Aug 2020. A new report is due out in Aug 2021. It would be awesome if TBC could get a chance to build it out...
  25. R

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

    Tesla's FSD product is highly integrated and customized for Teslas. It would take a tremendous amount of effort to make it into an OEM type of product ready to be integrated into other EV manufacturers. This would be a big distraction. Why would Tesla do this instead of investing to extend their...
  26. R

    Will you buy FSD before the $1,000 increase on July 1st?

    My guess is there will need to be some hardware upgrades to get to FSD. The price increase is meant to recoup some of those upgrade costs.
  27. R

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

    If they were smart they would place monitors to make sure Tesla's guidelines were being followed. I think everyone would agree with that.
  28. R

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

    It is one thing for rational criticism of experts, another entirely for ignorant morons to float conspiracy theories.