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  1. CaliBear1

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

    Yes, that's exactly what I meant. Vehicles will not crash into each other once properly equipped. And they will not crash into inanimate objects or obstacles. But if someone chooses to disable the system and goes suicide by vehicle or gets into a fit of road rage... No system is perfect, and I...
  2. CaliBear1

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

    In the not-too-distant future all vehicles will be able to communicate, making accidental collisions a thing of the past.
  3. CaliBear1

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

    First Principle analysis! Brilliant. Thank you!🙏
  4. CaliBear1

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

    I don’t think this is an April Fools Day joke.😅 It also suggests Thailand may very well be the next destination for a Tesla factory. Model 2 AND CT? Be still my beating heart!
  5. CaliBear1

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

    Wow! Thanks DiscoDucky! Fascinating perspective from a former insider that I suspect will help a lot of anxious shareholders ride out what could be a stormy 24Q1!
  6. CaliBear1

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

    I don’t think it’s quite so clear a path to AI “commoditization” when it comes to vehicle integration. I would sooner short NVDA than bet other vehicle makers will catch up to Tesla in less than 3-5 years. Edit: Ditto what Cliff said!☺️
  7. CaliBear1

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

    You are exactly where you need to be right now.😎
  8. CaliBear1

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

    What I do not understand is why the Tesla What I do not understand is why the Tesla Board and/or Elon do not fight Shorty fire with fire. I don't know the exact mechanism, but isn't it possible to create a state of constant fear by occasionally announcing on short notice a special dividend or...
  9. CaliBear1

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

    Sorry, I'm a bricklayer, not an engineer.😜 But I'm quite confident the Good Cat is nowhere near as efficient as my Y!
  10. CaliBear1

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

    We have had a similar experience with our Chinese-built Great Wall Motors Ora Good Cat. It's cute and mostly functional, but charging, traction control and S/W are truly light years behind our Shanghai-built Model Y.
  11. CaliBear1

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

    Well, the latter are getting sheared...or slaughtered.😬
  12. CaliBear1

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

    It's not a crazy stretch to think Optimus will be mining the asteroid belt for vast quantities of precious metals in the next decade.
  13. CaliBear1

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

    Dodger, you are amazing!🙏 Happy Holidays to you, the indefatigable Mods and all the stalwarts here at TMC. The future is indeed bright!😎
  14. CaliBear1

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

    I know Thailand is but one market, but pick up trucks are quite popular here. There's quite a lot of rural area and mountainous terrain and roads that become quite wet and treacherous during monsoon season. That plus a large ag industry make CT an ideal vehicle for The Land of Smiles. While I...
  15. CaliBear1

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

    Alex clearly likes a big trunk.😎😜
  16. CaliBear1

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

    I gave a funny emoji for "pathologically cheap." If I had been drinking coffee as I read that it would have been a disaster for my phone.🤣
  17. CaliBear1

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

    All prelude to deploying robots on asteroids and planets for mining and terraforming.
  18. CaliBear1

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

    "Feeding the Bares." I see what you did there Dodger. Well played sir, well played.😎
  19. CaliBear1

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

    This article noted that the market shrugged off Tesla's P&D miss. I think this is actually a very significant development. In previous years all the FUD surrounding such a dip, no matter any positive guidance, would have sent the stock into a downward spiral. The actual minimal drop suggests...
  20. CaliBear1

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

    Priceless! This is exactly why I religiously visit this site. Such deep dives! It's positive for Tesla Semi, right? 😎🤣😜
  21. CaliBear1

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

    "Watson, come here. I need you!" This glitchy livestream is history in the making. It's amazing watching this revolutionary transition to NN visual training as the most important industrialist of the 21st Century casually and humorously describes what's happening while giving viewers a look...
  22. CaliBear1

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

    The way the Sun glinted off that SS body...😍
  23. CaliBear1

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

    Absolutely! My friend's precocious 7-year old son here in Phuket knows all about Tesla and is even aware of Elon as leader. He was beyond excited for his initial Tesla "experience." We first ambushed mom with fart mode, then played with the music creator and sketch pad before buckling in to...
  24. CaliBear1

    Russia/Ukraine conflict

    Let's ask ChatGPT if it was written by ChatGPT.😎😜
  25. CaliBear1

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

    Anecdotal, but I have an expat Scottish buddy who worked on offshore oil rigs and drives the latest and greatest Ford Raptor with all the bells and whistles. This truck comes at a serious premium here in Thailand. He's crawling out of his skin for a top end CT. Think about that. This guy owes...
  26. CaliBear1

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

    An update on my new Shanghai-built LR metallic blue Tesla Model Y. I took delivery on the 7th, installed tinting, PPF and ceramic coating and swapped out the dash, door panels and other bits for carbon fiber before beginning the 833 kilometer journey from Bangkok to my home in Phuket. The drive...
  27. CaliBear1

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

    Anecdotally, I am definitely seeing more GWM Ora Good Cat and BYD Atto 3 EVs in both Phuket and Bangkok, but I do not have any insight into actual sales numbers here in Thailand. What I can say is that Tesla software and traction control are light years better than the Ora. And the Y is just an...
  28. CaliBear1

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

    Tesla is beginning to catch fire in Thailand! Today we took delivery of this Long Range Model Y at the Bangkok Delivery Center along with 19 other excited new owners. With three packed orientation sessions per day, Tesla is selling ~360 vehicles per week, mostly Model Y. And this in a country...
  29. CaliBear1

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

    Love these P&D numbers, especially since my shiny new LR Model Y is in there and contributing to the bottom line!😊
  30. CaliBear1

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

    Three words: Golf clubs secured.🏌️😎
  31. CaliBear1

    Russia/Ukraine conflict

    Bismarck! 😳
  32. CaliBear1

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

    Your mountain citadel appears to be in great hands with this GC.
  33. CaliBear1

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

    True. But have you been to Miami? Spanish IS the primary language!😊
  34. CaliBear1

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

    I rented a Model Y at Miami International for a visit to the Florida Keys and The Everglades. The experience was flawless but for one minor hiccup. The screen language was set in Spanish. While I could've worked with that, it would have been impossible for my Thai girlfriend. While I had owned a...
  35. CaliBear1

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

    I bought the Chinese-made Ora Good Cat for my girlfriend. It's a fun little ride with a lot of style and adequate pep, but it too suffers from truly terrible software.😵‍💫 She's more comfortable in smaller cars or I would've made her wait for a Model 3.🤷‍♂️
  36. CaliBear1

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

    Argghhh! Too late to edit! I accidentally unleashed the dreaded double negative! I meant "you will never regret this decision" or "not ever." Anything but "not never!" 🤦‍♂️
  37. CaliBear1

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

    Congratulations! You will not never regret this decision. I did the same back in 2021 after the stock skyrocketed. I was stunned by my sudden wealth. It just didn't seem real...until I purchased a villa courtesy of Elon and Team Tesla! I was going to call it "Villa Elon," but that just seemed...
  38. CaliBear1

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

    I sat in the EQS at the Bangkok auto show last year. I prefer the calm, zen garden interior of a Tesla to the overwrought, garish discotheque interior of that homely and inefficient tank. To each their own.🤷‍♂️
  39. CaliBear1

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

    Some doors close, others open. 🤷‍♂️ If people want to cut off their noses to spite their faces and purchase a demonstrably inferior EV, that's their prerogative.🤦‍♂️
  40. CaliBear1

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

    Well, I finally have something in common with Elon. We've both seen Rüfüs du Sol in concert.😎
  41. CaliBear1

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

    PG&E has to be greedy to pay out the $13.5 billion wrongful death settlement. And that means taxpayers somehow once again footing the bill. CA is in trouble on so many fronts despite having the equivalent of the 5th largest economy in the world of it were a sovereign nation unto itself. SMFH...
  42. CaliBear1

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

    Did my part. Bought 25 more shares AND ordered a Blue LR Model Y. I wanted the white seats, but that option is still not available here. Fortunately there is an after market solution to that problem.And now begins the excruciating 6 month wait for the vehicle to come from Shanghai to Bangkok...
  43. CaliBear1

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

    Where did you come up with the idea that prices have been reduced in Thailand? They have not! Trust me, I would know as I obsessively visit the order page waiting for the white interior option to be added to the menu! So what does this say about you? It strongly suggests you are a care bear...