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  1. K

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

    Interesting. But screw Russ. This is way bigger. We keep talking about how the automotive industry is going to go through hell in the coming years. The media industry is going to move in parallel to automotive.
  2. K

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

    A bit tangential given all the talk today around automobile production, but I just back from a trip to Egypt. While there, I kept thinking about what a transition to solar/electric could mean for a place like that. The pollution in Cairo in particular is pretty terrible. And this is a region...
  3. K

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

    On the principle that it's the pace of innovation that matters (not moats), don't think for a moment that the supercharger experience will be the same for a Ford owner as it for a Tesla owner. As we start seeing the maturation of the 4680 cell tech, my guess is that the Ford guys will get to...
  4. K

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

    Kinda like watching rockets land. 😁
  5. K

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

    The two best things about that clip. 1) the self driving thing 2) the sheer number of other Teslas that were present. :)
  6. K

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

    This. While I’ll take the money, from a free markets standpoint, the best option is to let everyone compete on their own merits. If Tesla starts sucking up huge amounts of taxpayer dollars, this may force a change to the bill. If it’s changed to specifically to target Tesla, that’s going...
  7. K

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

    The last thing I want to see is the fossil fuel industry to continue to control the world. But I guess a flag is just as important.
  8. K

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

    Ironic given that building factories like this is exactly what will prevent energy crises in the future. Shortsighted AF.
  9. K

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

    Amazing that a company that prided itself on taking the long view has become so shortsighted now.
  10. K

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

    I'm going to bring up the issue of advertising again (with the understanding of the it's been done many times before and people generally have strong feelings about it). But hear me out. I think we can all agree that as of now, Tesla doesn't need to advertise in the traditional sense to sell...
  11. K

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

    With less than 1/5 of the number of cars Toyota sells. Amazing. edit- extrapolated out to 2023 volumes
  12. K

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

    I wonder if this might have factored into why Andrej Karpathy decided to leave. If he felt that they were well on this exponential trajectory, then the timing would make sense. Maybe a bit of an optimistic spin, but seems a reasonable possibility.
  13. K

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

    Ya know, it'd be a shame if something happened to them satellites. Yep, a real shame....
  14. K

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

    Betcha he's #1 in terms of average IQ of followers.
  15. K

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

    Pffft,,,,we 'tank' more than that routinely on MMDs alone......
  16. K

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

    Dude’s tone is starting to remind me of TT007.
  17. K

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

    You almost wonder if the robot thing at the end was sort of a deliberate distraction for the dummies in the media and Wall Street. Let them focus on that (or mock) and forget about the real meat of the presentation. That gives those with the proper perspective time to buy a little more on the...
  18. K

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

    I propose that this be one of those “posts of particular merit”.
  19. K

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

    First of all, thank you for doing this. The value that you bring to this forum is huge. Secondly, a dumb question. With deliveries up 134% and Revenue up 103% but earnings (GAAP and non-GAAP) up by way more than that, are we starting to see the effects of that Tesla operating leverage we've...
  20. K

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

    Sorry if I’m repeating someone else’s idea, but regarding advertising ...I agree that, given current demand, Tesla advertising it’s cars seems unnecessary and a waste of money. But eventually advertising FSD may be very worthwhile, both in terms of educating people about its benefits and...
  21. K

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

    Sell signal?? I’m almost positive it’s like the seventh sign of the apocalypse. Plagues, locusts, then Gordo.
  22. K

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

    You know what's amazing? While Tesla is one of the 10 largest companies in the US, and TSLA has gone nuts lately, the vast majority of the world has never driven one, never even seen one, and has practically zero knowledge of the company other than what they've heard from the idiots/thieves in...
  23. K

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

    Don't bother with the prep. Just watch a few hours of CNBC. Should have the same effect.
  24. K

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

    I truly don’t know whether to laugh or cry.
  25. K

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

    This is one of my favorite things about this forum. Different people from different generations, different geographies, different life experiences all united around a common vision for a better tomorrow. Guess that second glass of wine made me a little hokey.
  26. K

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

    Wife???!! That misogynous cretin ??!! :p:p:p:p
  27. K

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

    Maybe it's a deliberate slight, or maybe these people are just idiots who really have no meaningful understanding of the thing they're talking about. How can you make the same stupid comments 5 years apart while disregarding everything that's happened in those 5 years?
  28. K

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

    If I had a nickel for every time I heard that…
  29. K

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

    Bet that’s how the shorts have felt for a while now. Except the other way around. :)
  30. K

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

    You know what amazes me about this? Those TSLAQ cretins have access to the exact same information and have dug into this company as deeply as we have. Hell, they probably follow this forum. Yet they’ve managed to come to exactly the wrong conclusions.
  31. K

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

    The difference is my real job is work. Learning about where Tesla is headed and hanging out with you folks,,,,well that's just fun.
  32. K

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

    Ah,,,my higher reasoning functions are being disrupted by today's price action. Or, I'm an idiot. Definitely one of the two.
  33. K

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

    Nice. He responded to Fact Checking.
  34. K

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

    Scurvy is by definition a disease caused by vitamin C deficiency. So yeah, vitamin C cures it. Infections are not caused by vitamin deficiencies. So they are not cured by vitamins. This belief that vitamins are cure-alls for a wide range of conditions is dangerous thinking, and borders on...
  35. K

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

    A plea to the mods. I'm totally ignorant of what goes on in world of moderating forums, but I suspect it's a difficult, thankless task. But as it pertains to Tesla and TSLA,,, - The world has gone a little nuts. (Yes, I'm aware that's a gross understatement) - We all know the effects this has...
  36. K

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

    They should hide them on top of people’s houses. No one will ever think to look there.
  37. K

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

    This. The other guys are at MaxQ with advertising and they're still struggling. We're doing great with ZERO ads. If there is a general downturn, don't you think a couple of well placed ads would keep the momentum going for Tesla? Again, the masses out there have little to no understanding of...
  38. K

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

    Bless you guys for taking one for the team.
  39. K

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

    Gelände in Grünheide: Bremst dieser Fledermaus-Baum Tesla aus? Drone footage of 30 harvesters cutting down trees. Looks like the Germans are trying to 1 up the Chinese to the best of their abilities. Random thought. You know what’ll be awesome? When all those machines are made by Tesla...
  40. K

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

    If I recall, the default landing protocol is to 'miss' the droneship, and then change course in the last few seconds to actually make the landing. That way, if something goes wrong, it won't crash on the ship.
  41. K

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

    Dear Mr Burch, You clearly possess the insight required to be a CNBC analyst. We would be honored if you joined us. Please contact our HR department if you agree. Terms negotiable. Sincerely, The CNBC recruiting team.
  42. K

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

    That would presume the existence of functioning frontal and prefrontal lobes. That's highly questionable given the stuff that comes out of their mouths.
  43. K

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

    I spent the last little while on the phone with Tesla service trying to get a tire repaired. I got off the phone slightly annoyed (like a lot of us have been- I know, I know there is no need to belabor that point). Then I checked my computer, and have been laughing nonstop for like 5 minutes...
  44. K

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

    So we're at 360, kinda like a year ago. I feel like we've come full circle. :p I'll show myself out.
  45. K

    Unsworth Vs Musk defamation trial

    Probably yesterday.