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  1. M

    Anyone still not received 2022.36 yet?

    2033.24.13 here. Had the 2020 MY LR since Monday. Would love to get the new consumptio. info. Keep checking for update availability but no luck.
  2. M

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

    I just took delivery last night of a 2020 model Y and can confirm first hand that that means it's enabled and not just available for subscription. I haven't request FSDb yet as I want to have some fun with the speed boost first but will in the next week or two.
  3. M

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

    Something that hasn't been talked about is whether the Chinese companies will allowed to put cars on the road in the US with cameras running 24/7 with a direct feed back to China. Does no one think that someone in our government would be against allowing China to have a constant surveillance...
  4. M

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

    I can tell you from experience in aircraft development that taking a platform and shrinking it is not profitable in the long run. Derivatives going from smaller to larger are always more cost effective from a manufacturing standpoint. We can see that in the model 3 to model y here. Realistically...
  5. M

    Credit Unions with good rates that accept applicants anywhere within the US?

    I got approval is less than 24 hrs and they were the best rate I could find now. 3.79 @ 84 months
  6. M

    Opinion on buying A Preowned Model 3 2019 with 114k Miles?

    I'd like to note that different engine/motor types change my considerations on milage. Saying uou wouldn't buy any car at 1xxk miles after 3 years is a bit naive if you ask me. If it's a diesel truck that's just broken in and will be performing the best it ever will with another 80% of its life...
  7. M

    Remove FSD from Demo?

    So i've been perusing some used Model 3's and Model S's on the Tesla website to possibly replace my 2015 Model S and I've been wondering about this. Some say "Full Self Driving Capability" included with no autopilot info in the listing, does that mean they include the FSD at the listed price...
  8. M

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

    Yes he's on vacation. In his last 2 videos he stated he'd be back on starting today I believe.
  9. M

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

    Interesting that TD Ameritrade has updated my share count and price but options buying is still showing strikes and contract prices in line with the pre-split values.
  10. M

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

    What's critical here is the reasoning behind the result. Too many headlines just put results and don't explain the context. With no changes in context a shortened wait time is bearish. With the change that the production capacity just increased in a material amount, the result is bullish...
  11. M

    Model 3 Purchase for new family situation

    Unfortunately being a 2015 it's only heated seats.
  12. M

    Model 3 Purchase for new family situation

    So the work situation is that I'm an Aerospace engineer and have worked on atmospheric aircraft for about 16 years. I'm tired of working for another business jet that a millionaire is going to fly around. I want my work to have meaning and working on the progression of manned space flight is...
  13. M

    Model 3 Purchase for new family situation

    No, she used to be completely against vans actually. But wife would keep the MS if we got a M3
  14. M

    Model 3 Purchase for new family situation

    That's great experience to relate to. Sounds like a similar situation to what I'm looking into. The S is still a great car and we need it as we have 5 kids and I installed the jump seats to transport everyone when needed. Wife's current PHEV (Pacifica) does ok but I don't want any more...
  15. M

    Model 3 Purchase for new family situation

    This is an interesting option, not sure how feasible it is when it's a 500 mile trip one way but I'll look into it. Currently I'm considering 2018-2020 M3's not new ones. It's 500 miles from south central Kansas to the south Denver area where the job and apartment will be. I know my MS is...
  16. M

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

    I hate this from the fact that i was limited on my generation size due to the Power company. I didn't expect anything at 1x for above what i used, just the wholesale rate like what i get now, but to limit me is frustrating. I'm oversized on my array and limit my inverters to 15KW simply...
  17. M

    Model 3 Purchase for new family situation

    So here's the situation. I'm taking a job out of state and will be long distance commuting on a bi-weekly basis. Spending 10-11 days out of state and then coming back home for 3-4 days. I've currently got a 2015 Model S 85 and love the car. The problem is the charging for this drive turns a...
  18. M

    Electric planes

    I worked for Bombardier as an engineer at the Learjet plant and the flight test center for about 14 yrs.
  19. M

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

    Thank you, you are correct, made a stupid error. I'm going back to edit the original post with the correct numbers. Total proceeds: $6,886,743,995.00
  20. M

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

    So I just added all the form 4's up for Elon's sale last Friday. Here's the summary: Shares sold: 7,924,107 Total Sale Proceeds: $19,562,349,656 $6,886,743,995 That seems a little excessive unless all of his funding from other investors for twitter have fallen out. I expect a significant...
  21. M

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

    you could argue that all they have to do is not allow outright purchase of FSD on that model, only allow subscription, by that then they get a portion of the profits of a robotaxi. Obviously in this the subscription cost would go up a lot to balance it.
  22. M

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

    I guess i see this more as a pool and the depth is represented by the "float". This then implies that yes you can make some pretty big waves in a deep pool (lots of float) but it takes a lot of energy to do that. If you drain the pool, decreasing the float to a few inches, then it takes less...
  23. M

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

    I will say that we are a prime example of that. We've had our PHEV Pacifica for about 4 years now. It's gotten to where my wife prides herself on how far she can stretch between putting gas in it. We live out in the country and her commute to work is about 30 miles. The van is supposed to...
  24. M

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

    Haven't checked my ticket yet but if I do I'll definitely be buying more TSLA and a Plaid if I did.
  25. M

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

    It does help when the salt that's being rubbed in is administered by cash. 😄
  26. M

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

    The wall today seems to be sitting right at 870, wonder if some afternoon action will push us through or not. Definately not in the $805 region that was predicted. Just giving you a hard time @StarFoxisDown!
  27. M

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

    The intent of the ball is some activity that can't be predetermined. A person throwing something shows that it's got to "think on it's feet" so to speak and adjust accordingly. The video that was posted was cool and I wasn't aware so thank you for that. This genuinely made me laugh out loud...
  28. M

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

    What I think would be groundbreaking and a real show stopper would be to throw a ball at Optimus and have it catch the ball. I'm talking tossed underhand from a person. Showing the adaptation to a real time problem and using sensors to adjust to the environment is a very simple thought but...
  29. M

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

    Was just curious how the rest of the market was doing with the notes here and looked at SNAP since I added it to my watch list last night after their ER and it's down 37% today. Glad to see TSLA going strong even with the negatives out there.
  30. M

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

    I don't see a mod of the S/X done at this point, they are serving their purpose and the roadster is the intended super fast car for the future. I see the S/X being replaced by the "CyberVan" or some form of the Cybertruck that fits more into the SUV category. It only makes sense that they're...
  31. M

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

    Yes I found that interesting as well. I'm thinking it'll be discussed in more detail during the call. I wonder if there was findings that needed correction, thus causing the slower ramp. Perhaps it's the signal that it's going to accelerate.
  32. M

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

    You know this is really a short term outlook on things. I don't want them to have done that. Honestly I don't see BTC going any lower and will likely rise at a higher Beta than the main macro market. This being the case you solidify the losses by the stop loss selling, as opposed to eating a...
  33. M

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

    Did some news come out about an hour ago that the market reacted so strongly to? We were green across the vast majority of the board and then it all tanked.
  34. M

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

    One thing to keep in mind is that many gas station owners/operators state that they make very little if any profit on the gas itself. All of their profit comes from sales inside. That being the case you can swap the gas pumps for electric pedestals and it's arguably more possible for profit as...
  35. M

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

    Glad it's Kansas, disappointed it's not in Wichita area
  36. M

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

    I hope it's down in South Central by me but i'm betting it's in the KC metro area unfortunately. We need growth down in this part of the state.
  37. M

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

    As a mathematician and engineer I spent a lot of time looking at the numbers before we committed to any solar/storage options. I can tell you for certain that energy prices from a grid operator will not be steady over those 20 years. They rise quite regularly and at a staggering rate. That...
  38. M

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

    That's the specs for the 20" induction wheels. If you select the 19" it goes up to 330.
  39. M

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

    What's sinking the market today? Is it just unease between the market inflation reports or is there something I didn't catch that's affecting the macro market?
  40. M

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

    What doesn't make sense is the number of EVs on the road vs the quoted rates. it implies just as you said only about 208k EVs which is ridiculously low.
  41. M

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

    Nice to see TSLA pushed back after the pull down, we'll see if it will keep the strength but that brings a good feeling.
  42. M

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

    I'm not sure how old this graphic is but it implies that there's only about 200k electric vehicles sold. Is there more to this like this is only from one manufacturer or is it super old, like 7+ years ago? I guess when stuff like that shows up in a graphic I start to question the data behind...
  43. M

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

    Really for a HODL investor i'm not sure why this is a bad thing. It allows many more purchases to be done at a discounted rate for those that want them, with no real impact that I can tell to the long term (5-8 yrs out) value. I know it's personally frustrating to me on a day to day basis but...
  44. M

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

    I know it's OT but here's an interesting article my wife just sent me about the first model S delivery 10 yr birthday today: Happy Birthday SN 00001
  45. M

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

    Not sure if that's sarcastic but have you looked at the prices of diesel class A units? You can get a really nice heavy 5th wheel for a real good price comparatively and spend the balance on the Tesla Semi and be way ahead. I feel like it's a decent stepping stone to electric RV's at the...
  46. M

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

    A great use for this if charging is available. Put a 5th wheel camper behind it, lots of people would love that for retirement
  47. M

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

    maybe that's the mining operations that Elon had alluded to. Tesla could invest in TBC and vertically integrate it along with some refining.
  48. M

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

    speaking of this i think it may already be in work. I noticed that the imaging of controlled roads (highways) is different lately with a solid white line on the navigation, while other roads are just satellite images. I was wondering why this would be but your comment is making me think this...