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Actually Starlink (+ solar + battery) has a massive opportunity to economically provide backhaul to cell towers in thinly populated rural locations with difficult terrain where terrestrial backhaul is just way too expensive. I can see jurisdictions around the world eventually mandating carriers...

If you are asking what Cathie Wood is smoking, then you also need to ask what Tony Seba and ReThinkX were smoking for their May 2017 Transportation report Transportation Report — RethinkX, which comes to similar conclusions as Cathie about Robotaxis. Everyone asked what Tony Seba was smoking in...

Search for $TSLA on Twitter and a bunch of clips from this morning pop up

I just realised its easier for me to look smart by using the (totally true) phrase "I finally managed to convince my wife to agree to us acquiring a big chunk of $TSLA at an average buy price of $218 earlier this year - after dipping our toes in at $182 in May". Scientists at the gig are likely...

I haven't the foggiest idea what you are talking about here, but that's what I love about this place. It's highly unlikely to be BS, given the pedigree of the poster, but if it was BS then others with a similar pedigree will sort it out. I may borrow "my most recent project is an attempt to use...

2 TW, wow. Elon's "private" secret master plan is being revealed bit by bit. Rather than simply help to accelerate the transition to EVs and sustainable power (the OEM's have been hopeless and are almost all lost causes) he intends to be first to market with large-scale FSD and ultra-low-cost...

I don't believe we are thinking nearly as disruptively as Elon is thinking. Read the RethinkX report to get a sense of what it it would take to replace 95% of ICE miles with EVs in the USA by 2030. Get the Report — RethinkX A fleet of 26 million EV robo taxis will do it for the USA - according...

Thank you very much for making this point. Musk's goal has to be to have the greatest impact possible in transitioning the world away from ICE and fossil fuels. If he finds Tesla way out in front and alone in the TaaS market, then rather than charge monopoly prices he will want to go in low to...

I respectfully disagree. Some of us have made significant long-term purchases during the recent dip precisely because of the potential for Tesla to be first to market with TaaS at a huge scale. Short term stuff is both exciting and affirming, but somewhat incidental to the truly massive "big...

I recommend you read the RethinkX 2017 report. Its a wee bit out of date (LIDAR, Tesla etc) but their think tank has done a very deep dive into how and why this disruption will take place, and the wider impacts. I was being a bit facetious. Platforms can group their customers, for example a...

Ummmm.....there are 150 million average American families. How many 5 year old 2nd hand Leafs will there be out there? 1-2 million perhaps, Tesla and other TaaS will service the other 148 million, well 95% of them anyway :)

The combination of EV + million mile drive train + FSD + ride hailing/sharing + a large local fleet means convenient transport-as-a-service TaaS that's 10x cheaper and 10x safer than owning and driving your own car. The average American family will save $5600 per year in transport costs, and...

Read Get the Report — RethinkX and ponder what % of those 1 million car owners will choose to leave their car "rotting in the garage" rather than out there earning $30k per year - and returning all cleaned and shiny at the end of each day.

I've been doing a really deep dive into the RethinkX May 2017 Transportation report by James Arbib and Tony Seba and their think tank. I was triggered to do this after reading FrankSG's thesis My Tesla Investment Thesis: Why Tesla is the most exciting thing going on in the world today Get the...

At the end of this year the Tesla fleet will have 1.4 billion AP2 miles under its belt, and will be adding 3.7 million AP2 miles per day. At the end of 2020 they will have 3.25 Billion AP2 miles, and will be adding 6.24 million AP2 miles per day. At the end of 2021 these numbers are 4.5 billion...

Judging from the like, it looks like have previously made a convincing case on here why Tesla will fail spectacularly to launch any sort of robo-taxi service in the 2020-21 time frame. I have obviously missed it, so can you point me to the relevant posts please, many thanks :) I'm very...

Frank This is an excellent post, many thanks for the huge research effort you have made here! Here are some thoughts after the first reading Your uber-bull case share price of $4223 @ 5 years out matches the 5 year price of $4000 in the ARKInvest super-bull model, so you are in pretty good...

Long time lurker and small shareholder here. You appear to consider yourself VERY knowledgeable in the robotaxi area, and you consider that you have information that Musk and his world class team are not aware of, or haven't thought through properly, or have not placed enough weight on. The...

So where do you see yourself in terms of comparative expertise versus Stirling Anderson and his team in Tesla ?

Montana S responded to a question from me about his motivation. He's pretty reasonable if one asks politely, so I expect a reply to my follow-up question: _________________ Montana "My purpose is to chronicle one of the most fascinating cult movements of our time, led by one of history's...

Julian Cox goes into the economics of "robo taxis" in some detail, if you haven't already read this. His follow up comments are pretty potent too Tesla Model 3 & The Economics Of Autonomy — Why An Autonomous ICE Vehicle Is Relatively Pointless

You don't need any psychological training to recognise from his Twitter feed that he has some "interesting" obsessive and compulsive issues with $TSLA and Musk. I wonder how is hedge fund clients feel.....

Hi folks from an avid follower of this forum. Could someone please translate for me the acronyms DTU and PT? Is there an acronym dictionary for $TSLA somewhere? Thanks in advance from NZ :)

Inovation Folks, in the spirit of the long weekend and the ongoing discussion about oil assets, ICE bubbles etc, can I recommend two recent articles by Huw Price, Bertrand Russell Professor of Philosophy and a fellow of Trinity College at the University of Cambridge. The first, written 3...

Black Swan Event looming? Folks, I am a first-time poster but long-time lurker here since 2013. Apologies for this rather long post, but I am a minimal social media user at best, and have no other way of informing this investment community to which I owe a lot. I am giving you advance notice...