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  1. GhostSkater

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

    One more point to that We've seen one picture (which I won't be able right now) of a Model 3 front wheel drive with the wheels not aligned to the wheel well, that could have been a test vehicle for this middle cheaper vehicle we'll see FWD drive makes total sense in lower power and cheaper...
  2. GhostSkater

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

    Completely ignored that part, good call Need to keep in mind they want to put millions of them on the road, so plant footprint is important, specially in more densely populated regions where land for a huge factory isn't available
  3. GhostSkater

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

    Something that I have to scratch my head a bit and would love some input Why focusing on reducing the production cost of Robotaxi is so important? For a vehicle that will run 100's of thousand of miles, maybe over a million miles and bring revenues multiples of the cost it takes to build it...
  4. GhostSkater

    What battery cells are in the 2023 M3 LR?

    Yes, but one of the strengths of the LG cells is keeping a reasonably high discharge power until lower SoC, so if you run both at 10% SoC interval and compare the % of 0-60 loss, the LG cells will lose less Would be interesting to see a head to head of the two to test when/if the LG is faster...
  5. GhostSkater

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

    X and S are run on the same line. Same line doesn't mean the whole line is the same happening at the same time, for example, body shop will alternate between them, stamping already change dies all the time, general assembly with people doing the work (for now) it's not a problem While it will...
  6. GhostSkater

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

    @unk45 will finally get his Model 3 in Brazil to drive it in the beach front with a Caipirinha in his hand while appreciating Christ the Redeemer in a nice sunset
  7. GhostSkater

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

    I have just a bit of money left in my bank account for me to live for the next months, other than what I have invested, but my finger is itching to just dump it all here and go live under a bridge or something
  8. GhostSkater

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

    If Tesla moves to Texas, can they just bring back Elon pay package since now they are out of the jurisdiction of Delaware?
  9. GhostSkater

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

    Just for a little laugh for everyone before earnings
  10. GhostSkater

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

    Yes, one has the pack with Panasonic cells, seems like only in the US, and the other with LG cells for the rest of the world
  11. GhostSkater

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

    A few weeks ago I said I was disappointed with the low number of Teslas in Italy, but after three weeks in Milan I can say they are everywhere. It’s hard to not see one no matter where you look I’m staying quite far away from the city center, but still see all the time, just today as I opened...
  12. GhostSkater

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

    Easy, 40 people team for the quality of ads we were seeing? No wonder Elon said bye to them Not that they were bad, but could be so much better in educating the public on the stuff that impedes EV adoption for many
  13. GhostSkater

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

    Wow All but four open positions for the US are gone, Germany has a lot but that might change in the coming days Hopefully that changes in the coming days or weeks, was getting ready to finally give my shot in applying even if the chance is basically the same as the one Mary has leading in EVs
  14. GhostSkater

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

    Don’t think I’ve seen a day with so many bad takes in a long while But one thing you guys can’t deny, Drew and Rohan will probably have their best sleep in years this night And sadly the same can’t be said about all the rest laid off
  15. GhostSkater

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

    Updated to a discussion from a while ago They still have a lot of equipment to be installed sitting on a field, who knows what is there, another Cybertruck line, Robotaxi/Compact, something else
  16. GhostSkater

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

    I don't know if you are joking but I do remember seeing stuff about Ultium being able to have mixed chemistries, so yeah, what's better than fire? Fire in two different chemistries for added color
  17. GhostSkater

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

    There is no technical limitations as long as voltage limits match and you do the proper engineering for it, but you always end up worse unless in some very specific cases The reason we all know the "do not mix batteries of different types" is because just randomly doing that will end up badly...
  18. GhostSkater

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

    Interesting, Waymo stuck in a loop in a parking lot, I have a impression FSD wouldn't do that and would shoot for the open gate right in front of it
  19. GhostSkater

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

    Would you guys believe Toyota launches the all new 2024 4Runner with the hybrid version using a Ni-MH battery? IN 2024!!!! And it's a 1.87 kWh, look at the size of that thing, could have fit maybe 5x to 10x with Li-ion, even with LFP would be a huge improvement I will be surprised if it can do...
  20. GhostSkater

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

    And we can't even say with 100% certainty it's not, maybe with 99.9%
  21. GhostSkater

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

    The key point is that that channel is huge compared to what you see on other packs, even from Tesla themselves
  22. GhostSkater

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

    $16k for a pack upgrade that doubles your range seems to be a sweet deal, maybe even more than doubles since 4680 will be ever improving, even with higher weight
  23. GhostSkater

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

    You need some space, because in a thermal event the guts and gasses from a cell have to have somewhere to go and cooldown, else you start a chain reaction (Bolt says hi), but the amount of room seems weird Doesn't seem to be enough room for another layer of cells while still keeping a gap, but...
  24. GhostSkater

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

    Whatever this means, if it means anything at all
  25. GhostSkater

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

    All hail the 4680s Average charging power of 236 kW in 15 minutes, right now it maintains 250 kW up to 29% All the following are rough guesses since I don't have MATLAB with my charge curve code right now, but assuming that is from 10%, 154 miles of range added on Cybertruck AWD A/T is 48%...
  26. GhostSkater

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

    Tesla disrupting Waze now, one more to add to the list, specially if they provide traffic data for others, way more accurately
  27. GhostSkater

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

    My last Supercharger before returning it happened to be a V4 dispenser one, and I found some interesting stuff There are space for two more cabinets, but I looked around and it doesn’t seem to be any pre run conduits or wires for more stalls, meaning that higher power true V4 ones that will be...
  28. GhostSkater

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

    This is what I wanted Electric motors sound awesome when you don’t quiet them into oblivion
  29. GhostSkater

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

    “So what? Other automakers had automated parking for a long time” Worth the watch
  30. GhostSkater

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

    Today was the last day with “my” Model 3 of three weeks that turned into a month You guys won’t believe how many kWh I used, maybe we do live in a simulation after all Amazing experience and hope to own one one day, or a Model Y with a custom portal knuckle and air suspension that I started to...
  31. GhostSkater

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

    You guys won't believe how well this works, didn't even need to move 5 m for it to close smoothly, and maybe quarter throttle, barely anything more than a regular take off This is how robotaxi will deal with it for sure 😁
  32. GhostSkater

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

    I know you are joking, but would surprise me if that is one way to close them, you don't need that much acceleration to close a open door, anyone can test (gonna do that in a bit) If FSD deems it safe with no VRU or obstacles nearby, why not? Not for every situation, but in the rare case of...
  33. GhostSkater

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

    Maybe first true V4 Supercharger And also the reply to my comment, that China uses 380 V feed, vs 480 V in the US If the 306 kW is an input current limitation, it could mean up to 480 kW
  34. GhostSkater

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

    How does the deferred cost of the production factors in the earnings? There might be around 3k Cybertruck delivered, at this stage of the ramp I don’t see them costing even close to $80 k to make Assuming 2/3 Dual Motor and the rest Beast, that’s is at least 80M in profit, not much but also...
  35. GhostSkater

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

    Interesting video on Cybertruck headlights Host was impressed with the lights given how tiny they are This is the stuff that makes Tesla, Tesla
  36. GhostSkater

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

    This is somewhat understandable, for most OEMs a refresh means just some new looks here and there, while Tesla does the opposite, which means it’s likely ramping a new line from scratch S/X some small welcome changes in the exterior, retaining the familiar look, while the rest was totally new...
  37. GhostSkater

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

    “Tesla partners with Rivian to co develop longer cylindrical cells”
  38. GhostSkater

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

    Wait just a bunch of messages just got deleted? Including a lot that were on topic? Just in between the mess I usually get a notification when that happens
  39. GhostSkater

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

    First nudes of Cybertruck pack There seems to be a lot of space on top of the cells, or the bottom The top of the pack is usually made of steel on other Teslas, the bottom aluminum so it melts and the pack drops in the unlikely event of a fire, making it easier to extinguish it Maybe that...
  40. GhostSkater

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

    Matrix headlights are fricking amazing At first was bad, dimmed zone not lined up with the traffic, then I realized the headlights were completely miss aimed A quick jump to the service manual and a flat wall latter, and it is working perfectly, didn’t get flashed once (both kinds sadly), the...
  41. GhostSkater

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

    So I have a few points that might be interesting to discuss 1 - How many people cancelled their Model 3 order in the last/this quarter and are waiting for Highland? 2 - Same for Ludicrous 3, although impact would be smaller 3 - How many waiting for a refresh Model Y? That although we have...
  42. GhostSkater

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

    Yo, some good news Finally got the Matrix Headlights updated, can't wait to test it once it's dark