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  1. N

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

    Bar hopping friend, just bar hopping. Usually just 10-20 min rides at most. Nobody wants to try to park, there is no parking close to cool bars and restaurant strips. Don't know why but there just never is... So, this is when Uber makes bank. Mid week you can park maybe. Fewer people bar...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Ubers busiest time is Friday and Saturday night. It's taking people out to eat and drink and dance. Good for the world we don't drink and drive as much as we used to and that saves lives. Every time a client had me out on the weekend it would be more than 2 of us. We'd grab Ubers because...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's really the opposite, if she buys that's a sell signal. Don't believe me ..chart it.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If there was ever a bigger sell and keep selling it is cathy buying.
  5. N

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

    Well I am not sure about the number but I think people would definitely buy FSD for a chauffeur experience.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Love it Gigapress. Ever the gentleman. So don't get me wrong, I bought an EV truck (lightning) before CT was out and did so at great expense to turn off the keys on an F350 diesel; I am a huge believer in the transition to sustainable energy and transport. I also think FSD (level 3 capable)...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I get that very very simplistic view of how transportation works except it doesn't. The # of cars moving around in the day is a fraction of that moving at peak hours. You still have to move peak hours people. If RT isn't there to do that they will have cars, if they have a car why in the...
  8. N

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

    You are assigning blame to WS. WS is not taking advantage of EM. EM made a deal, he's made lots of deals. The deal had conditions. WTF was he thinking I will never know, I assume he wasn't. This is why you have COUNSEL, he has none...on purpose. CT, keeping 4680 staff at 100 (WTF), and...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'd be curious to see, can you point me to a citation that is written by any civil engineer traffic expert that says TaaS helps with sustainability and/or a Tesla anaysis that was NOT written by cathy " i am a walking fruitcack" woods.
  10. N

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

    I thought the firing was handled the way they normally are, it is never easy. In my industry I've seen factories shut and line workers making $20 an hour without jobs.
  11. N

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

    Yes, the childs seat that fits to the stroller that is already in the trunk of the SUV/Van/Car. Plus the 9 years olds soccer stuff that is also there, plus +++. Going grocery shopping. Is the TaaS vehicle waiting for you for 20 mins? Or do you come out and wait 10 mins for another to show...
  12. N

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

    But how will a TaaS market move people? Our traffic jams exist for a reason. There is no traffic on many roads for many hours for a reason. I just don't see it from a network POV. Then I would add that I don't see it from a societal POV either. I don't see how the average family moves the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I would love to see RT deployed in such a manner. That would do great things for sustainability. I see lots of other RT uses which would do great things for humanity but not really push the mission forward.
  14. N

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

    Safety would be helpful. I was looking more at the second statement and no, I don't see it. Everyone needs to leave work at 5pm, for example. Those cars don't all just appear magically. The 1 car that makes the hour commute from downtown LA to Pasadena can't take the other person from...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The other critical point, which I feel is ignored, is nobody has addressed the fact that nobody has demonstrated how FSD is actually improving the sustainability of transportation. Perhaps that's a topic for a different section but I don't see FSD being somehow magically helpful and in the...
  16. N

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

    Payload has a huge impact, try it and see, go offroad with half a ton in back. Towing, larger yet. Your comment.."strategies to provide electrical charging to an advancing force" is about all one needs to know. It does not exist. You don't send light mobile units into the field unless you...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Honest question: do you have children?
  18. N

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

    Yes sure...a vehicle that can't get fueled. That can't tow and carry a heavy payload. BRILLIANT. Give them to our enemies.
  19. N

    Discussion of The Rocket Equation and Different Types of Rocket Propulsion

    well there is no chance of going to mars on vacation with my wife, no way either of us could stand seeing each other all day for 45 days.
  20. N

    Discussion of The Rocket Equation and Different Types of Rocket Propulsion

    Completely fascinating. As usual, nothing to add. Just fascinating. Maybe actually see this approach reality before I die.
  21. N

    SpaceX vs. Everyone - ULA, NG, Boeing, Lockheed, etc.

    I expect so but then Japan will be too and Europe as well and Europe has some top notch Nuke engineering folks. Exploration always moved along faster with a bit of pressure.
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    SpaceX vs. Everyone - ULA, NG, Boeing, Lockheed, etc.

    So the upside here is that we are discussing whether or not LM can hit on a design with a 10000m/s exhaust velocity. Not that it is science fiction. But such reality is tantalizingly possible. If NASA is contemplating so will Japan, China, India, Europe.
  23. N

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

    Who would ever agree to finance tesla by buying RT that could be osborned tomorrow?
  24. N

    Tesla Network / Robotaxi Business Model

    Good, Cathy can add another 4 trillion to her valuation of Tesla.
  25. N

    Tesla Network / Robotaxi Business Model

    Surely there is a lot there to be unsure of....that's the only thing that's for sure.
  26. N

    SpaceX vs. Everyone - ULA, NG, Boeing, Lockheed, etc.

    Like all great exploration, we stand on the shoulders of past efforts. Let NASA do what it should do best, pay for research projects like this, and then if it appears useful...then apply spacex, rocketlabs, etc to the problem of scale.
  27. N

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

    DC market, panel upgrade. pay for an electrician here, if good..250k a year. It's the datacenters. Signing bonuses are $100k.
  28. N

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

    What is with the personal attacks? Knock it off please.
  29. N

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

    Add 8 months to get an electrician to install a charger at your house. Ridiculous. The price...crazy, it was going to be another 3k. I can fuel my little toyota scion 2 years driving a crap load of miles for 3k. the 8 month wait was a killer
  30. N

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

    Wow...I was just joking...I mean leave it to GM to completely F up EVs. but wow...wow...fire in 2 different chemistries. I can't wait.
  31. N

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

    I guess the summary here is that surely this is what GM and Toyota plan to do?
  32. N

    Autonomous Car Progress

    I think sf I assure you there is greater than a 99.9999999999999999999999999% that I will have more coffee this morning. So it's not impossible. Oh wait...you mean driving?...well I can't answer that without more coffee. How much coffee does AI need to drive properly? Or read forums?
  33. N

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

    It will be a period of change for folks, pooled rides is the only way RT will reduce congestion. Basically the benefits people cite have unfortunate side effects that are very negative. It will be just like the uber drivers constantly circling areas and causing traffic jams. We already know...
  34. N

    Wiki Super Heavy/Starship - General Development Discussion

    Well it is appreciated. I'd offer to buy you cup of joe one day but I know the Inn has you covered.
  35. N

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

    More pollution as RT will cause congestion and will increase overall vehicles on road. Why better economy? Less parking lots? Why? I mean I can see in 30 years maybe. But from here to there? At the price people on here put on RT it wont' be cheaper. Efficiency? Governments care? I don't...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Honestly what's the benefit to a government. From the govt POV You kill your national car manufacturers. HORRIBLE You kill road tax, fuel tax, registration, etc etc...HORRIBLE Cause congestion in urban areas...HORRIBLE Kill taxi driver employement/gig workers etc....HORRIBLE Only positives...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Hey the robo taxi market is going to be competitive, you have to please the customer!
  38. N

    Wiki Super Heavy/Starship - General Development Discussion

    @JB47394 While I appreciate all the detail...doesn't EM hate for you to spend office hours on the forum?
  39. N

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

    Moreover, as we all know the clients always right. If they want to pull on the steering or punch the accelerator you need to let them do that.
  40. N

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

    Yes EM is bullish on it, they have not started any process in CA which will likely take 2-3 years just in approvals to begin any limited service. They also were bullish on the 4680 and solar roof and roadster 2 and Semi. At this point I don't see how they get to 20million cars? I see the...
  41. N

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

    I am completely out of touch unk45! Thanks, fun times!
  42. N

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

    True and good points, the 3 wheeler has space for 5-6, I know, I've done it many many times from Thailand to Cambodia to India. It's cheap. They should make a true 3 wheel electric for developing counties. USAID funded such an effort, fyi. Using in wheel electric motors.
  43. N

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

    Well i was being generous to Tesla, I think it is true that 50% of the profits come from 10 cities. The average Uber user is still basically the same as 5 years ago, it's people entertaining, avoiding traffic, or traveling. It's a giant smart taxi service but that's the market Tesla will be...
  44. N

    Autonomous Car Progress

    Great analogy. I think Tesla will get to waymo capabilities before a 9 year gap. Now they do have some abilities Waymo doesn't, the building cars.
  45. N

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

    Thats not the pool that uses Uber. Uber is first and foremost used by people seeking to avoid drunk driving while bar hopping. Second it is used by people traveling instead of renting cars (PITA) or taxis (often non existent). Last it is used by people in very congested cities as an...
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    Tesla Network / Robotaxi Business Model

    So far the state in the USA that really matters is California. It doesn't give a flip what other states are doing, most states have no regs (but they will come). Tesla has done nothing with the CA DMV so expect a long delay there. This would impact 2 of the most important global profit...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    We will find out within a decade I expect.
  48. N

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

    SELL SELL SELL, go back in there and SELL. A great buying opportunity for someone later .