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  1. S

    Coronavirus

    No. We were never contacted by anybody other than a quick phone call from the UW lab that ran the test, and a followup email. No recommendations for quarantine, or care, no contact from health department, etc.
  2. S

    Coronavirus

    Quick update to my personal situation. I woke up this morning and felt significantly better. Much less fatigued than I have for the last 7 days. My wife is also starting to feel better. I am feeling very confident at this point that our Covid cases were very mild ones, and are going to stay...
  3. S

    Coronavirus

    I signed up yesterday, and am waiting for the test kit to arrive.
  4. S

    Coronavirus

    We are both mid 40's. Very healthy, not overweight, exercise regularly.
  5. S

    Coronavirus

    We both had slightly sore throats and irritated sinus with periods of very minor headaches for a few days leading up to it. At the time we thought it was probably seasonal allergies as the weather here has just started to warm up a little, and pollen is starting. We had been monitoring our...
  6. S

    Coronavirus

    I do not have an answer for that one, but anacdotally it seems to spread around her work place alarmingly fast, and efficiently. Seemed an order of magnitude more infectious than previous virus they had dealt with. She was very careful coming home to leave shoes outside, immediately take off...
  7. S

    Coronavirus

    I think I might have the distinction of being the first COVID-19 positive member of TMC. My wife is a provider in Kirkland WA, and was exposed at work. She came down with symptoms Sunday evening, and I came down with almost the exact same symptoms a few hours later. We were only able to get...
  8. S

    Coronavirus

    I hope you come back after here after you have treated a couple dozen cases and comment on whether or not you still think this was the right strategy.
  9. S

    Coronavirus

    Mostly accurate article about events at Life Care center in the last week. "Officials had said 10 workers from the Centers for Disease Control were supposed to fly into Seattle, and beeline for Kirkland, but the journalist hadn’t seen them. Families said they hadn't seen them either. Calls to...
  10. S

    Coronavirus

    As I Tesla investor I would think you would be more tuned in to the dynamics here. Nobody is worried about the 3,500 deaths in 2 months, they are worried about exponential growth. Same reason we don't value Tesla on it's average 2019 production numbers. We value it based on it's probable...
  11. S

    Coronavirus

    No. I am fine. I may have had a mild case a few weeks ago. Even if I wanted to desperately, it is simply not possible right now unless I were to fly to Germany where they are apparently perfect. Nobody that is not admitted to a hospital is getting tested in Washington right now. You can not...
  12. S

    Coronavirus

    There has been press camped out in front of Life Care Center in Kirkland 24/7 since Saturday. They have been on the front page of every major news paper in the world for days. How many pictures have you seen of CDC teams coming or going from the building? The CDC is doing exactly nothing in...
  13. S

    Coronavirus

    This good advice is simply impossible to follow in Washington State right now. They have only tested 250 people in the entire state as of yesterday. The only people that can get tested are the ones that have been admitted to the hospital. Hopefully this will change very soon.
  14. S

    Coronavirus

    You might be right the 6% fatality is too high, but these things can easily go a couple months before being detected, when nobody knows it is in the community, and there is no test for it. Milder cases that don't require hospitalization are just thought of as some crazy new flu bug that is...
  15. S

    Coronavirus

    To make the statement that US cases are not growing exponentially based on testing data is ridiculous. At the King County press conference yesterday they clearly said that only about 250 people in the entire state of Washington have been tested so far. And that they have not tested any of the...
  16. S

    Coronavirus

    I am right in its epicenter in Washington. We suspect our family might have already had mild cases a few weeks ago. We have definitely been repeatedly exposed. We know a lot of people who are very sick from it, some for as long as 2 weeks now. It has turned our lives upside down. My kid's...
  17. S

    Coronavirus

    In fairness, there were a large number of patients taken out of the facility before testing was available, and before anyone knew they had Corona virus. The firefighters could have been exposed then.
  18. S

    Coronavirus

    The reason that the US numbers of cases are so low is only a handful of cases in Washington are being tested so far. Expect many more positives, and many more deaths from Kirkland in the coming days. No effective quarantine measures have been enacted yet. View what you see on the press...
  19. S

    Coronavirus

    I don't want to say much in a public forum, but it is worse on the ground than this article implies. Expect more confirmed cases soon. 2YXV65ZP6VBSZDVX53SUWXLYYU
  20. S

    jbcarioca thoughts on investment management

    Thanks for sharing your insights.
  21. S

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

    The changes Elon talked about on Ride the Lightening podcast where they replace 60 stamped parts with an aluminum casting will also ease the pressure on the stamping press capacity. I believe this will be part of Model Y, and possibly Model 3 some time in the future.
  22. S

    All engineering topics (out of main)

    Don't forget, they are going to have lasers to defrost the windshield while also burning off the bugs! /S
  23. S

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

    All the trash talk about ARK's performance on this thread is crazy. Over the last 5 years their flagship ARKK is up 175%, vs. Tesla up 165%, vs. S&P 500 up 65%. That is great performance for an ETF. A 10% position in a single company is a huge percentage for a fund like this. You can make...
  24. S

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

    My guess is those are early preproduction cars that are not sellable. I bet they camouflaged a few of them so they could drive them around and test them without getting a bunch of flack for terrible paint or panel gaps.
  25. S

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

    Obviously they are tech bros, not hobos.
  26. S

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

    Isn't CES in Las Vegas? Is the theory that Bill drove his Focus from Medina to Vegas and back instead of taking his Jet?
  27. S

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

    When discussing CT's appeal to current truck buying crowd, I think people are dramatically underestimating how big a pain point paying for gas and diesel is for truck owners. On average truck owners live farther out in the suburbs, exurbs, or rural areas, and have much longer commutes for...
  28. S

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

    I could not agree with this more. You could make the same argument with performance too in addition to size. Just because Europeans (or Americans), don't buy tons of 400hp+ sports cars, doesn't not mean that we don't want to drive like a-holes. We just don't want to pay for the gas.
  29. S

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

    I had the same fantasy that the Mach E might be Tesla on the inside, but the thing that convinced me it wasn't is that the charging speed is way lower than Model Y. My current theory is that they are just lying about the specs for now to match the Model Y, and hope to figure something out in...
  30. S

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

    I don't think it is a bad thing at all if subway riding Greens in Europe are pissed off about Tesla's cybertruck. That will just make the people who actually buy trucks like it more. And Greens that love mass transit aren't going to buy a Tesla anyways, so who cares? As an aside, I feel that...
  31. S

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

    They will most likely be wearing an eye patch.
  32. S

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

    They need Starlink to speed up the data download!
  33. S

    TSLA Market Action: 2018 Investor Roundtable

    The more I think about the cyber punk truck the more excited I get. After seeing the Semi design I trust Tesla to come up with something cool looking and desirable. And I am thrilled that they are not copying pickup truck designs from 60 years ago, like every other truck on the market. This...
  34. S

    TSLA Market Action: 2018 Investor Roundtable

    The story I remember, (I don't have the article) is that Elon wanted to just pay Tesla's portion of the fine, but the SEC explicitly forbid him from doing so, but agreed to this share purchase plan. I think this was Elon trying to do the stand up thing, within what the SEC would allow.
  35. S

    TSLA Market Action: 2018 Investor Roundtable

    I think that article is about dealers in the UK.
  36. S

    General Discussion: 2018 Investor Roundtable

    I suspect he read an article that they were ending free supercharge, and misunderstood what was going on.
  37. S

    Shorting Oil, Hedging Tesla

    These are not city busses, these are long distance between provinces. Are there currently electric busses in the market that are practical for this type of service?
  38. S

    General Discussion: 2018 Investor Roundtable

    Right at the bottom of the screen shot you posted it says " An error occurred with your request. Tesla Motors does not recognize your vin."
  39. S

    TSLA Market Action: 2018 Investor Roundtable

    I love the idea of him buying in-N-Out, and changing it so you can only order food and eat there from your Tesla, or the app. It would sell tons of cars. Talk about an ecosystem!
  40. S

    TSLA Market Action: 2018 Investor Roundtable

    I would guess that this is referring to the Q4 letter and conference call. Not the sales update we are expecting today.
  41. S

    First Day -- Quick Take

    If people are going to measure road noise, I would be curious if the aero wheels make any difference?
  42. S

    2017 Investor Roundtable:General Discussion

    The deal that would be cool would be Starbucks is going to install urban superchargers at it's existing stores. Although, I think this would work better for restaurant's and grocery stores, where customers already spend more like a half hour there, than Starbucks, where they want to get people...
  43. S

    2017 Investor Roundtable:General Discussion

    Would the massive numbers of roofers, trucks, project managers, estimators, people submitting plans for permits etc, that it will take for TE and solar roof to scale up fall under SG&A?
  44. S

    2017 Investor Roundtable:General Discussion

    I think on the last conference call they promised to give more color than typical on the state of production problem resolution, this time?
  45. S

    2017 Investor Roundtable: TSLA Market Action

    I think I am having the same issue. Where is this "interactive Chart" I need to click on? Thanks
  46. S

    2017 Investor Roundtable:General Discussion

    I agree, and think another factor may be that these businesses serve more urban and Suburban clients than many. For these areas the stop and go driving dynamics, pollution, and noise pollution aspects may be of more importance, than to businesses who operate largely in industrial, and rural areas.
  47. S

    2017 Investor Roundtable:General Discussion

    They might not make that much, but instead ruin it for everyone else?
  48. S

    2017 Investor Roundtable:General Discussion

    I love me some Apple, and Tim Cook, but all one needs to do is look at the rollout of the home pod, (Which I had hoped to buy my kid for Christmas), to see the even the mighty operations genius Tim Cook can have problems with manufacturing of complex products. I am holding on to my Apple, and...
  49. S

    2017 Investor Roundtable:General Discussion

    Tesla has enough supercharger sites that they must be buying quite a bit of electricity on commercial scale. I would think that they have a pretty good handle on what the costs would be to power a Megacharger station. I would hope that they wouldn't dramatically screw this up.