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  1. S

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

    Wow, blatant manipulation via disinformation on display this morning
  2. S

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

    I really hope this isn't true. So many people all over the world would love to buy a lower cost Tesla and is going to take many years to build out robotaxi services or even unsupervised FSD worldwide.
  3. S

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

    Ross Gerber... I think I've probably only ever had to block a couple of posters over the years here on this thread, but if Ross posted here I feel like I'd probably have to block him
  4. S

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

    I don't know about the other parts of the TMC forums, but this is a moderated thread started by @AudubonB and there are certain standards. This thread gets really busy and is hard to keep up with. Posts need to be high quality and focused for all our benefit and the mods are here to help with...
  5. S

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

    Great points and I'm also curious to see how other auto companies fared in Q1. Congrats on your CyberTruck!!! So cool to see someone with your deep history with Tesla getting a CT. What a wild ride. Let us know what you think!
  6. S

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

    Cybervan is my dream vehicle. FSD, AWD, off-road capable, 300+ miles of range, room to live and sleep inside. For me that's been the dream for years. Model Y has been great, but I'm ready for the Cybervan!
  7. S

    Supercharger - Buellton, CA (temporary closure)

    Lone Pine https://www.tesla.com/findus/location/supercharger/lonepinecasupercharger
  8. S

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

    I don't think they can independently adjust the weights after training. Maybe they can, what do I know, but I think the neural network is a result of the training process and is likely mostly a black box. I think because of that fixing something like this would require more training which means...
  9. S

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

    In these times maybe, poetry is the answer, If not I'm sorry
  10. S

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

    I'm really stoked to see this offer! I qualify for this and it feels really good that Tesla is offering this to me, and us, at a time when folks are pulling strings and paying hundreds of thousands of dollars to aquire a Cybertruck. Unfortunately I'm not really in a financial position to buy a...
  11. S

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

    To me Rob was the best resource outside this thread for daily Tesla and TSLA updates for years. I remember finding his podcast before he started YouTube and loved listening in the car, and then later in the Tesla. Personally I never was able to let go of reading this thread, but if I had, his...
  12. S

    Supercharger - Capitola, CA - 41st Ave. (LIVE 9 Feb 2024, 16 V4 stalls)

    Stopped by today and it looks like everything is in place including the transformer. Looks they just need to repave and it should be done
  13. S

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

    Based on the range and acceleration specs I'm guessing the single motor Cybertruck is planned to use LFP (4680 LFP?) or some other cheaper and less energy dense battery. This would make sense as they can then develop a separate battery supply for these cells and ramp to higher production via...
  14. S

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

    The calculator states that it's based on averages, however we know that compared to ICE (and possibly other EV models) Tesla is able to optimize power to a much higher degree and adjust at a very high rate/frequency. This allows faster acceleration with less horsepower by being able to maximize...
  15. S

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

    Supply chain as a reason for cyber truck delay could mean anything. Hard to say unless Elon elaborates, but my guess would be the 4680 battery ramp is likely a big part of it.
  16. S

    ALL CyberTruck discussion

    That's the story. I would assume this is nothing but a scam without detailed evidence to the contrary.
  17. S

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

    M2 and eventually robotaxi (and FSD) will probably be the most important in my view in the next 5 years or so. M2 can become huge even if robotaxi continues to take longer to come to fruition. That will likely be key to continuing massive growth to reach 2030 goals and beyond. I hope Tesla...
  18. S

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

    Looks like the Santana Row Cybertruck isn't the only one with excellent build quality! Article with more coverage, details, videos and photos about the "immaculate build quality" of the Cybertrucks that are on display in various showrooms...
  19. S

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

    The one we saw in the Santana Row showroom looked perfect in all the little details (except maybe the weather molding at the edges of the tonneau cover) to me. Amazing design and manufacturing job. It made the "legacy" models next to it look like small cartoonish toys.
  20. S

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

    I got to spend some time with the cybertruck today at the Santana Row showroom. First, pictures don't do it justice. It's an absolutely beautiful design. It looks like a total beast. It's a work of art. I know some people think it's ugly and truck people won't buy it. I think it's going to make...
  21. S

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

    Exactly. FSD drives from the center of the car, and also the semi design is also center drive and could be used in any country (at least from a driver's perspective).
  22. S

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

    I'm pretty excited about this. As of now voice commands are pretty limited. Imagine some of the possibilities like asking it if there is a well rated Thai restaurant close to the current route that is open right now, or asking it to navigate to a destination but via a specific route or...
  23. S

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

    BP purchases $100 million of Tesla Superchargers. This news was mentioned above but I wanted to make sure people see it. Here's an article. This is a first that another charging network is going to be using superchargers. https://www.teslarati.com/tesla-100m-supercharger-v4-bp/amp/
  24. S

    Supercharger - Mammoth Lakes, CA - Old Mammoth Rd. (LIVE 24 Nov 2023, 12 V3 + 4 L2)

    Just drove by. Construction is ongoing and property is fenced off. Hopefully this will be ready for snow season
  25. S

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

    This video really impressed me. For one thing Optimus movement is becoming really smooth, but beyond that it's just amazing to be able to watch the ai engine and training process being built in the early stages. A more traditional company like Apple for instance likely wouldn't even show a...
  26. S

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

    Your wild theory would indeed be amazing to see. I don't think there's much of a chance of this happening, but if it does we should see evidence soon of testing, certifications, etc. As the first Gen 3 product nears completion. Meanwhile, I can't wait to see the first Cybertrucks delivered and...
  27. S

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

    I posted this on the options thread but also posting here for a wider audience. TL;DR I'm looking for a tax accountant well-versed in options and wash sale rules. Please DM me with any references. Can anyone recommend a tax accountant/advisor? I specifically need help filing last year's taxes...
  28. S

    Wiki Selling TSLA Options - Be the House

    Can anyone recommend a tax accountant/advisor? I specifically need help filing last year's taxes which includes options losses and wash sales. I'm in California but am mostly concerned about Federal tax filing so accountant in CA is not necessarily a requirement. I'm a long term TSLA investor...
  29. S

    Supercharger - Bishop CA - Rocking West Drive (LIVE 22 Sep 2023, 24 V3 stalls)

    Visited today and there is progress! The green box was new. Is that the transformer? There were still two pads without equipment on them and the chargers were not powered.
  30. S

    Supercharger - King City, CA (LIVE 15 Sep 2023, 16 V3 stalls)

    Sorry, wish I had taken a picture. I think it looked like contractors as I don't recall a big blue truck but I just got a glimpse. Either way though they were definitely working on it with multiple trucks equipment and a team.
  31. S

    Supercharger - King City, CA (LIVE 15 Sep 2023, 16 V3 stalls)

    We drove by Friday afternoon and there were trucks and crews working near the chargers and also at what must have been the power junction box by the entrance. We didn't get too close and didn't get pics but I'm guessing this could go live very soon.
  32. S

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

    Tesla doesn't sell cars made in Shanghai in Taiwan for geopolitical reasons. As far as I'm aware they are supplying from the Germany Gigafactory which explains why it's only Model Y for now. This article has some details...
  33. S

    xAI / Grök general discussion

    Hopefully xai tech can be used to replace voice commands in the Tesla. Imagine just being able to talk to the Tesla using natural language and have it understand you and do what you want? No more memorizing which commands it understands...
  34. S

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

    Did anyone receive their initial order yet? I kept hearing delivery was postponed? I've been assuming this might be on topic as the timing of release might relate to other stock catalysts...
  35. S

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

    Yes but demand problems, and... price reductions!!! Um, also keep in mind this is pretty typical for days ending in "y". Serious question, how long can we be on the edge of possible recession? I feel like it's been a full year already? Strange times. Side story: I just saw a Tesla Model 3...
  36. S

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

    US auto sales estimates so far this year: Model 3 #10 best selling vehicle at 63,000 estimated, right behind Camry (66,037) for best selling non-SUV/truck. Model Y #4 at 85,000 estimated, just ahead of RAV4 (84,704) as best selling non-truck vehicle...
  37. S

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

    Wow gene I don't even know what to say. Thanks for sharing this. I've enjoyed your posts for years. Best of luck, I'm sure you will be even better after the surgery.
  38. S

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

    The only thing I regret is selling too many puts last year and losing shares. I was naive and it's my own fault. No regrets on any long term holdings here. What other company could possibly even come close to this kind of world changing positive outlook, talent and execution?
  39. S

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

    Gave you a disagree. Unless you are a short term trader I would say any entry point below ATH is going to give great returns over the coming years. Tesla is just getting started. Yes it is extremely undervalued now based on the future outlook and continued execution, but even $250 is...
  40. S

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

    Not surprised... At this point I don't know what could surprise. Tesla will be lackluster, dangerous, unsafe, and have demand and production problems according to the media right up until they are the biggest auto producer in revenue and profits, and then in volume as well potentially. We are...
  41. S

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

    This is amazing. Super bullish. Can't wait to watch this unfold.
  42. S

    Supercharger - El Portal, CA (LIVE 2 Nov 2022, 8 V3 stalls)

    Thanks for the reply! That makes sense and I didn't think to look at the car connection last time I was there but I'll be looking for that in the future
  43. S

    Whistler, B.C. Supercharger: Paid Parking

    I agree that would be super annoying. The supercharger in South Lake Tahoe is in a paid lot that allows one hour free, but requires getting through the sometimes malfunctioning computerized ticket scanner at the exit gate. Just that alone is pretty annoying to me. Once the new location is...
  44. S

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

    My guess is that a significant part of that had been China's quarantine and lockdown protocols making travel and business activities difficult and bringing things to a halt repeatedly. China allowing travel without quarantine is going to be a huge normalizing step. That and eliminating travel...
  45. S

    Supercharger - El Portal, CA (LIVE 2 Nov 2022, 8 V3 stalls)

    Were you able to use the starlink connection? Did you get a login/password somehow? How do you connect to the starlink wifi at superchargers? Is that even a thing? Would be useful at locations like El Portal where there is no cell service.
  46. S

    Wiki Selling TSLA Options - Be the House

    I've been trying to understand how wash sale rule would apply in my case but haven't found any information. Does anyone have any information or opinions/not-advice? My situation is I'm in margin call (again) and I have TSLA stock that I can sell at a loss. However, I have had options early...
  47. S

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

    One of the things that struck me from the semi event was that they are extending the Tesla driving experience to semi drivers. It's not just the tech or the electric drivetrain. They are including autopilot, Tesla's amazing traction control and blending between efficiency and power. It's the...
  48. S

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

    Range is so dependent upon conditions but they showed a real life example. It might be closer to best case due to temp, elevation, wind and speed, but it's also pretty realistic at least from a legal driving perspective here in CA
  49. S

    Wiki Selling TSLA Options - Be the House

    Last night was assigned 6x March 23 300p last night. Had to sell the shares and the long leg and previously assigned shares as well. They finally really got me on the puts I had been managing all year. The is really frustrating. I'm now officially at a loss overall in my TSLA holdings and I...
  50. S

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

    When Tesla runs out of other countries to increase export quantities to. In other words, when Tesla is the number one car company by unit sales in most every major country around the world. My guess is not until the second half of this decade at the earliest