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I won't take all his predictions at face value. He also predicted the virus cases would improve significantly by April. Although based on the abundant caution taken in the past nerual link and Tesla events, he changed his mind.

Isn't this amazing? Just a little over a year ago we were bitching how they balance maintaining line output and experiment with new manufacturing method. Now they have more freedom to explore with no impact on current production! The other guys could not catch up when Tesla was limping.

We still don't know whether those cells in those packs are counted as prototype or production

We have drastically different definition of "improvement". For me as long as they are better than their current mass production it's counted as improvements. And their current production is using cells from panasonic etc. For that I am sticking to my original claim as these are independent...

I don't get it. Why does it require more than the current approach in panasonic or LG or Samsung?

I would go out and buy one if I didn't know that they are losing ton of money on the car and likely won't support the product long term.

Why? For example, why can't they produce tabless large cells with wet method?

About battery day. I found it very reassuring that they presented several aspect of improvements that are pretty orthogonal to each other. Elon has been late before to put it lightly. Although recently he's been early w.r.t. model Y prod, giga shanghai and berlin. Yet The semi has not started...

Many of us invested in Tesla to support the mission, part of the reason we loaded when the stock price dipped below 200. Elon should use his influence to advocate such sensible, fact based solution as you stated so nicely. Instead of lashing out and go full on conspiracy theory.

I couldn't care less about his comments on stock price, or he selling his house. He was wrong about covid 19 and instead of looking at facts and course correct he attacks the facts. That's Koch brothers' way of dealing with climate change! If he wasn't so bone headed about this virus being...

That can't be true. I actually was in a Tesla store in Beijing last December and talked to many customers. Every single one of them know who's Elon Musk.

I heard climate change deniers says the exactly same things too. I remember them cheer when some of the predictions turns out wrong. I remember them claiming the science is not settled. I remember them saying nobody knows whether EV reduce emissions. I agree with this new virus the science is...

What are you talking about. Of course it is his fault! Of course I still believe in Tesla the company or else I would have dumped all. Having 20% of portfolio in one stock is still very high, now that Tesla is just a company. Tesla lost its special place in my heart. He might have attracted...

because I need to diversify in the face of less certainty.

I held my shares and added when the share price dipped below 190. If I cared about money that much I would be out long long time ago. I invested too much because Elon was my hero. He was my hero because he spent his fortune with his blood and sweat on fighting climate change and advancing...

no doubt about that. unfortunately the mission is bigger than himself. he is hurting employees and the company's ability to attract the best minds.

first time touching my core shares since 2014. dumped quarter of my shares yesterday and another quarter today, under 700. should have done more, just keep the holding under a "healthy" percentage of my money. The future is not that clear anymore. plan to keep quarter of my share intact...

Allow maybe the wrong word here. Let me make an analogy: would you retweet from Tesla chart?

they did not address the self selection bias.

If he really have insights into this matter he won't be tweeting from obscure and toxic sources. He behaves like parking lot truthers.

To be honest FC wouldn't make such outlandish tweets as Musk did.

Sure just ignore the body trucks and overwhelmed cremation workers in Wuhan. Which I bet happens every year by your logic. And by your logic the fact I don't believe the parking lot truthers means I treat Elon Musk as God.

How many more death we had in the past two months comparing to normal March and aprils? And disagreeing with Elon equals treating WHO as God?

This is really what scares me the most. We are all too familiar with the way tslaq and climate change deniers argue for their cases: cherry picking the most obscure stuff, blowing it out of proportion and ignoring the overwhelming evidence countering their beliefs. I can't believe that one day...

hospital capacity is not overwhelmed because of the stay at home order.

Calling for A rational debate is great, like his friend Jason did. Yelling "free America now" is not!!

I can totally get behind his message of "reopen with care & appropriate protection". But "free america now"? I bought share during "funding secured", loaded more during "pedo guy", bought all the way down to $180 per share. I continue to support Tesla's mission and I understand Tesla is...

I remains a Tesla supporter but disagree with your sentiment. Tesla's mission sends a message of respecting science and live/consume responsibly. The recent tweet make a lot of people who has been on board with that message disappointed.

It's not the crazy tweet I am most worried about. Elon has shared some information online only to confirm his belief, to the degree not unlike climate change deniers cherry-pick information to confirm their belief. The similarity is striking. With climate change, although with overwhelming...

Santa Clara county in California has 1.9 million people.

The six county are already laying out plans for easing restrictions and from may 3rd at least landscaping services would be allowed. Newsom mentioned the state government is developing plans for gradual opening in several weeks. I hope Tesla can provide input for the government's opening plan.

In my opinion it may be unwise for Tesla to fight with the local authority on this matter. It helps to put things in perspective. No doubt this pandemic is a big problem for state tax income but which states are "immune"? I don't believe it hits CA particularly hard. At least most tech...

I live in the silicone valley. We had the earliest known community spread in the country in a densely populated metropolitan area. Yet now the hospitals are pretty empty. With all that and Newsom's approval rating off the charts I don't think that is an accurate description of the situation.

Comparing to New York? I'm not saying we are out of woods already. But clearly from the number of confirmed case and the number of hospitalized cases we are no were near the level of New York or Italy. Santa Clara being one of the hardest hit area early on, now no longer the national focus...

The virus hit Seattle and the San Francisco Bay area with a big wave early but it appears WA and CA are pretty successful in flattening the curve. West coast many be leading the nation getting out of this mess earlier than you predicted.

I guess people like to paint the government as inefficient, for good reasons. However the big companies are not better and many cases worse. I used to work for Accenture. There are many smarty-pants in that company charges the clients a week's time for something I can do in 4 hours. It's super...

I thought you were describing China. Seriously when I first came to the states from China I am really surprised that cars stop ten feet away from me as soon as I show the intention of crossing the road. Such thing never happened in China.

If you model 3, even the 110v outlet with only 1kw given more than 30 miles of range per night. Even model S should gain about 20miles. You are not supposed to travel far and often these days. Charging at home so you don't have to touch that handle God knows who just touched. Even with free...

You underestimate the power of social media in China. Li wenliang didn't die in vain. The government has lost the censoring battle on this front and there are many cases of reporters reporting problems caused by slow moving government officials and the officials got fired because of that...

This is more than a stretch. The high-rises in China do not have centralized air-conditioning that circulating air into different homes. The residents don't share food from the same cafeteria. You believe what you want to believe.

I was among the earliest several to sound the alarm in the main thread about the virus since I don't trust the early numbers from China. But now I am more optimistic. I think the numbers from China are much better due to the fact the Chinese government has lost the battle in censoring the...

Wow what the heck happened?! Is this the same crowd who held from 380 all the way down to 177?! Remember the 2019 Q1 that was supposed to be the end? And taking abound being laughed at or being told "l told you so". I mean grow the heck up! Remember the pedo tweet? If you can't stomach this...

Of course it can't be all garbage. But listen to what Munger said about Tesla and listen to his explanation of "prudent". That is basically the jist of their investment philosophy. It pretty much means find a company that can make money continue doing what they have been doing without changing...

His definition of moat might be significant different from yours. Historically Buffet avoid investing in companies that have any meaningful R&D budgets, this is from Fisher's influence. He likes company that suppress competitors using other means such as monopoly position or government...

I found it amusing that Tesla bulls can be Buffet fans at the same time. it's undeniable that the annual letters has some truth, such as the enterprise should not give back all it's earnings to investors, keeping some is good, like duh! Even with accumulation of capitals for future development...

A fair portion of this boards discussion is on battery tech, including hibar and maxwell related topics. In the past TMC discussions regarding battery or car production educated lots of us about this topic and helped many of us stayed the course when the share price tanked. using one sided jabs...

So dead ass heavy iron battery, high building cost for prismatic cells are not fact in your mind?

and there is a very good reason for that! The reason is relentless seeking for better, not settling for easy! Others like BMW or BYD settle for easy like prisma cells because they are easier to form a pack, or use LFP so that they won't have to worry so much about thermal management or...

I don't know, but for me the crappy BYD cars won't still confident about LFP.

Yes of course. Some argued with me even claiming this would be on the long range model 3!