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  1. kanweg

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

    Auke Hoekstra tweeted about a report on autonomous driving approaches. Big PDF can be downloaded. https://x.com/aukehoekstra/status/1736800220842013137?s=61&t=kaIFxrZZQWyU6j2PHbLQ_w
  2. kanweg

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

    If I’m not mistaken, while some features didn’t make it, the CT comes with something that was not announced four years ago: rear wheel steering. That requires some hardware and development, adding to cost. As to the price, unlike the model Y, this is an entirely new product. Tesla will want to...
  3. kanweg

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

    if you create a new thread I’ll fight you over that, with examples from my own practice that show the opposite. eg a small company would have never been able to get a contract with a huge customer and would have his lunch eaten by big competitors who supplied that customer. A second reason is...
  4. kanweg

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

    (Bc it is Saturday). There are two major hurdles If you try to get a patent granted. 1. The first is Novelty. If there is a publication that discloses all the measures of the first claim, that claim is not New and hence not patentable (at least not without further limitation). 2. If the first)...
  5. kanweg

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

    It is a patent application; it doesn’t mean you will get it granted as broad as claimed or at all. Based on a few past Tesla applications I did look at, the patent agency Tesla hired did not appear to be particularly good, which wouldn’t improve the chance Of getting stuff granted.
  6. kanweg

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

    Brits longing for an S or roadster should think outside the box: change the roads. Has there ever been a better reason? I should have kept this for a red day but my memory is bad so here it is. I’m still waiting for the terrible music, but imagine having invested in Workhorse in Februari 2021...
  7. kanweg

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

    Quarter push. Yesterday (Friday) in Utrecht, The Netherlands, a truck arriving at the Tesla shop. it had Model 3+ displayed in front of the store. Didn’t check the doors; a couple did and they got in.
  8. kanweg

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

    Looking at this graph I’m reminded of a conversation some 3-4 years ago which was about why the first million was hard, and the second million was easy. I thought I had come up with a good explanation: It takes many doublings from a given modest starting amount for investing to reach 1 million...
  9. kanweg

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

    India GF for righthand drive, conveniently between UK and AU, with largest market India itself (model Too) so fewer ships necessary.
  10. kanweg

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

    Tesla does have a patent application for an aluminium alloy: WO2021150604 https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2021150604&_cid=P21-LDAHOV-97810-1 (As an aside, having seen several of Tesla’s patent applications, I think Tesla should consider hiring better patent attorneys.)
  11. kanweg

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

    GM wants the Treasury to consider SUV status for the Lyriq. The 5/7 seat Model Y issue and ID4 qualifying are mentioned as well. The Treasury defended the well-established standards. https://finance.yahoo.com/news/gm-wants-u-treasury-reconsider-225254216.html
  12. kanweg

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

    Here is TSLA doing its thing in Europe on a day when the US markets are closed.
  13. kanweg

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

    Anyone longing for the terrible music this forum offered when things were going well? Ah those old days of yore.
  14. kanweg

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

    For those that want to determine the appeal of the Semi in Europe, this YouTube movie discusses why US and EU trucks are so different. Perhaps Tesla will make a version specifically for Europe too.
  15. kanweg

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

    I’m in a bit of a pickle. So, there are TMC members who say that borrowing money against your stock to buy more TSLA is fine, and other members are totally against it, but that leaves middle of the road by doing it moderately. I’m safe, even after the drops of this year, from being...
  16. kanweg

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

    Not the only car stock driving downhill.
  17. kanweg

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

    Great way to cheaply move a great number of cars out of and back into Texas? Doing it by trailer would cost a lot more (and truck drivers are perhaps still hard to find).
  18. kanweg

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

    For the weekend for those that like to geek out. “Engineering explained“ discusses whether Tesla’s claims on the upcoming Tesla Semi are based in reality.
  19. kanweg

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

    Another video by Connecting the Dots, this one on why the best hydraulic braking system is no hydraulic braking system and the best hydraulic steer system is no hydraulic steering system. warning for those with a CyberTruck on order, your waiting time will be more agonizing. warning for those...
  20. kanweg

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

    Amazingly clear explanation what makes the CyberTruck mechanically so good compared to any other design. The first 3 minutes is fluff though, so you may want to skip that. (Found on Reddit)
  21. kanweg

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

    Interesting YT video featuring Alexandra Merz (@TeslaBoomerMama) who discusses credit ratings and the rating agencies (plus ESG in the middle). She clearly isn’t done with them yet, thinks they abuse their power and at the very end reveals what steps she is going to take next.
  22. kanweg

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

    Aha, I think that the unwashed forum members are finally revealed a glimpse of the secret how the successful members get money in their couches. And Elon obviously is a big fish.
  23. kanweg

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

    My occupation brought with it that I got a brief inside peek in various companies. something I observed is that often companies get in a stranglehold by a support division. At some point IT staff get to decide what software and hardware employees have to work with. Or it is the...
  24. kanweg

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

    the Netherlands misses the southern half of Germany, and even there the sun shines during winter. In my case, I have only six panels and the worst month still give 40 kWh, I.e. 30% of my monthly consumption. my neighbor has 20 panels so it is not impossible. Once I switch to an electrical heat...
  25. kanweg

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

    How hard would it be to throttle the gas wells a little bit? I think Putin is trying to taunt Europeans that he has plenty of gas and not caring less about global warming. We should ignore this.
  26. kanweg

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

    Steve Jobs (not verbatim. Come on! I’ve already difficulty remembering my PIN and license plate). If you’re serious about software you make your own hardware. Dojo for Tesla. and vice versa, I’d say. Tesla‘s.
  27. kanweg

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

    Yes, you hear people sometimes complaining on this forum but if the old stories were to believed, then that is a petty mod, eh Mod. Expect macros to take a dump just for this capital offense.
  28. kanweg

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

    They were slow to include Tesla in the S&P. Well, we heard that with respect to the inclusion in the S&P too. :p But reducing the float won’t help. And Tesla as most popular options stock won’t help either (I think. As knowledge about that is well beyond my pay grade).
  29. kanweg

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

    Elon should start his own stock exchange using blockchain. The stock split is three block chain shares for every share currently traded on nasdaq. No more shenanigans.
  30. kanweg

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

    tipranks ranks analysts by their success. There is an interesting correlation between the ranking and their stock price predictions for Tesla. Higher ranked analysts typically have expected stock price (for a year from now) that are relatively high (sometimes still low compared to what respected...
  31. kanweg

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

    I sense an avatar change in the near future. (Although I thought the Year of the cat is long gone; thanks Al Stewart ). Not to spoil your favorite (?) mood, but here is a nice and positive write up on Zacks About Tesla and the sock split...
  32. kanweg

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

    A 500 mile MY would satisfy people with caravans, boats or other major drags.
  33. kanweg

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

    In the Netherlands June BEV sales (7281) were 24,6% of total sales (ICE + BEV). There definitely was a Tesla end of Quarter sprint: a little over 200 Model Y were sold in the last 4 days. Model Y reached 5th place of BEV sold with 332 cars. (Source: kentekenradar.NL). Model 3 peaked 22 June...
  34. kanweg

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

    End of quarter delivery numbers are going up in the Netherlands. June: Model 3 75; Model Y 53. Total BEV 3443 of 14920 total car sales. I’m on a trip by car to Lisbon. Wednesday evening I saw (for my first time) a trailer with 6 Teslas, heading north. While passing through Belgium I saw several...
  35. kanweg

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

    There is only one reality for all of us. Science is the study of reality. Because science is a human endeavor and hence prone to error, science has developed methods to reduce theses errors. as there is only one reality, different (independent) methods should result in the same answer. By way of...
  36. kanweg

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

    If Tesla can pull that off, it will be Teslabot to the moon, from an investors‘ perspective. I’m not optimistic about that, however. My iPhone sends Siri instructions for central processing to a server; it is not done on the phone. And that is “just“ language… . I often think about things I do...
  37. kanweg

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

    And what is the range and the 0-8 time? More relevant questions: what level of intelligence does she have? Human intelligence so if I ask her out she says no, or will there initially be a beta that says yes until this gets fixed? Is it user teachable so I can teach her to dance tango, or do I...
  38. kanweg

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

    Meanwhile TMC readers from Korea, Europe or Brazil remain flabbergasted that in the US this is perceived as progress.… . We pay in seconds. The money arrives in seconds.
  39. kanweg

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

    That happened to me in spring 2020. Tesla shares were given a different rating, and instead of 50% I suddenly could borrow at most 30%. I‘m currently at 10% margin. I’m not happy with the low SP, but my margin doesn’t spoil my sleep. I did catch a few knives, so won’t make the most of the low SP...
  40. kanweg

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

    congrats for him. Now he can find out what the real truth is behind the saying that the first million is hard and the later millions are easy: it is the same million over and over again!
  41. kanweg

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

    If you look at how many cars are on the road during the day, it varies. It inherently means that robot axis can’t carry people all the time. A second aspect is that your own car is in general pretty close to where you are and when you are at your destination and want to leave, ditto. a robotaxi...
  42. kanweg

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

    News from the Netherlands and Belgium Savoring the small steps of progress in what could otherwise easily be perceived as a mountain of gloom, today for the first time solar and wind produced more than 100% of the electrical power consumption between 11 -16h30. This caused the price of power to...
  43. kanweg

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

    Would be a great differentiator once Tesla superchargers are open for other EVs! Don’t bother about the bot parking the car. either the car can do it or it can tell the car to do that. The robot would be such a great service for FSD long distance (night time) driving. There you have your...
  44. kanweg

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

    If I understamd it correctly the relevant point is that the bottom of the cell can is in contact with a bottom plate, and the ribbon cools both the side of the cell can and said bottom plate.
  45. kanweg

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

    Tesla insurance registrations in China. Not unexpected.
  46. kanweg

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

    As to cooling 4680 batteries, just because tabless transports heat to the end doesnt mean you have to cool it at the end. The heat will flow to the cylindrical shell side wall which can be cooled. Makes it perhaps easier electrically or for reducing the height of the pack.
  47. kanweg

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

    this (more discrete) one was invented by a guy in a wheelchair, so, someone who is all too familiar with the inconveniences of having to pee and bad solution. https://uribag.nl/uribag-man/
  48. kanweg

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

    I’m not a stockologist yet I’m sorry to break it to you but apparently that is not how it works. The stock price went up here too.