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

    Ok. Then how do you explain 2170 cells to be more energy dense and lighter than the 4680s without a structural pack? As I stated, if Tesla produced the same Model Y AWD in Fremont with 2170 cells without structural pack then that vehicle would have more range and would be lighter. The only...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    New Model Y AWD is using 4680 cells. But what about the chemistry? If Fremont produced a Model Y SR AWD with 2710 cells by using 72kW cells in the battery pack instead of 82kW in the LR, the weight of the car would be less than Austin made Model Y AWD plus the range would be higher ! My...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Could somebody explain what what was the point of Elon attending the earnings call? He was distracted and unprepared like hearing the questions the first time in his life. Given the questions are known beforehand, it is unacceptable not to be prepared imo. He basically told that Level 4...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    A bunch of nitpickers... perhaps, because Lucid delivered just a bunch of cars so far. That is like saying "all Lucid owners are nitpickers". I have nothing against Lucid and I wish them success. But with so much issues preventing the car from being a daily driver, look like Lucid will have a...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That is not the whole picture. Rawlinson stated that they will only deliver "quality" luxury cars at every chance he got. Adaptive cruise control and automatic emergency braking are not available. Proximity sensors are way off. There are constant UI crashes. Navigation does not work when the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    16kW energy loss during an hour long DC fast charging session (no AC to DC conversion required). That is exceptionally high because the weather outside is not freezing cold. If all that 16kW is converted to heat in just an hour then the car would become a giant space heater making the air around...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    From your tweets : "Also, an $8,000 EV rebate in the US is likely if a buyer takes delivery in 2022. So, some buyers will postpone." "Some of the extra production will go towards restoring inventory which is at an all-time low in North America.". Your estimate for Q1 2021 was 165K vs the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    "I think US Q3 deliveries will be lower than expected because some customers will not take delivery and will chose to wait for the tax credits." "I think Tesla will produce more cars than deliveries because it wants to refresh low inventory in the US". Sorry Troy, but you are making too much...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If Mach-e that is built in Mexico by Mexican workers gets $12.5K rebate while Model Y that is built in California by American workers gets $8K rebate then clearly something is not right (ahem). Nobody can defend this bill if the above is true. This will not pass as it is. What happened to...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This does not tell the full story. What about the driving mode that is used for the test? If EQS has an extremely low power ECO mode like Taycan then that does not make the car more efficient. In ECO mode AWD Taycan becomes FWD, top speed is limited by 70mph, the accelerator becomes...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Who produces the pack is not important. Who designed the pack? What about electronics for communication and thermal management in the pack? It is a Tesla designed pack.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My theory (yeah, it is just a theory) : How can Tesla differ 4680 Model Y from the others? If price is the same, everyone will want 4680. If Tesla can find a way to use CATL's LFP cells in the structural pack then Tesla could build two versions of Model Ys from the new factories; Berlin and...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    AFAIK; Model S LR and Plaid are using 16850 cells from Japan made by Pana. The cells has some improvements over the previous ones. This is stated by Musk. Battery deals are done beforehand and for at least a year or more consumption. Therefore there is no easy way that Tesla could decide to...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla underestimates the effect it created by announcing 4680 structural battery pack. Now, aside from the cost, everybody thinks that 4680 will have superior features to any existing battery cell : Performance, durability, charge speed ... What happened is this : Almost everyone went for 4680...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Let Tesla be non-luxury. Chinese EV makers, Lucid, Mercedes and likes will compete in the "luxury", so no point in going there. What will be the end: saunas and hottubs in the cars? Mini-fridges for every passenger? Foot massage for every seat? Let them compete. Tesla has the fastest and...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Fred is sponsored by VW. Why? InsideVWs is also sponsored by VW. Every Tesla article has somehow a negative spin in it, every single one. Even the most positive news about Tesla gets a negative spin out of nowhere, like reminding problems from 5 years before. Like "cannot trust Tesla" must...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Just follow the money to see what Electrek is trying to do. Main sponsor of Electrek is EA - Electrify America. And EA is fully owned by VW. So, in other words, Volkswagen is sponsoring Fred. Did you wonder why? EA (Wolkswagen) is also sponsoring "Insideevs" and "E for Electric". Both are...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Gordon Johnson on Tesla, after Q1 2020 : "We look at a company that is barely growing. Plus tax credits that they are using to post profits will disappear next year." Gordon Johnson on Tesla, after Q1 2021 : "We look at a company that is barely growing. Plus tax credits will disappear next...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I disagree. Tesla could make its current Autopilot and active safety features along with its car software into a compelling software and electronics package. No FSD, but everything else. Toyota or any other car company can license this from Tesla, make some tweaks here and there as they see...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If Tesla had a half-powered limited top speed "super chill" mode like the ECO mode of Taycan, the range figure would be substantially larger than the EPA score. Current "chill" mode in a Tesla does only reduce fast acceleration which might be uncomfortable for some people. The power to...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That is what I would suggest too. Tesla should put a "super chill" range mode in drive modes like the others. Limit top speed to 70mhp, cut engine power more than half, if AWD then disable one of the engines, low-power ac, low-power everything, no acceleration after 70mph. I wonder how many...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Edmunds drove the Taycan in power limited ECO mode. In that mode, the car becomes FWD only (rear engine disabled) and top speed is limited by 70mph. In other words, it becomes another car in terms of performance. This mode is called "limp mode" in a Tesla. So, in half-powered ECO mode Taycan...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla has 4680 and its patents. Tesla already has the pilot production line running. High volume battery production the world has never seen before with dry-electrode process. 7x more production speed in 10x less space with 70% less investment cost. The machinery for production is also...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    But they were always Foxconn of cars. Produce ICE engine and transmission internally while buying every other thing from somebody else including software. Assemble the car and sell it to a dealer. This is the current business model of any legacy auto. Plus a BEV does not need an ICE engine...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    "quality checks". LOL. They are having software problems like VW. That is it. Another pathetic legacy auto that first builds the car then tries to make a software to combine everything together. And it is very difficult if your architecture is ICE based; 100 closed-source microcontrollers from...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The claim that Tesla killed a cat because it was quiet is ridiculous. A cat can hear and sense the car starting even if it is sleeping. The problem is that the cat sees the most enclosed space is being the most The claim that Tesla killed a cat because it was too quiet is absurd. A cat can...