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  1. Duffer

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

    Though hardly a mountain fortress (there is a several hundred foot "fall" to a very turbulent ocean ;) ) we're having similar issues with materials, labor and increased costs across the board. Despite the moaning and gnashing of teeth that has been prevalent here following the earnings call, it...
  2. Duffer

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

    "They" (Oil, Auto, Does 1-100) don't have an answer for FSD. I believe that their plan is to cripple/stop FSD in the hopes that it will stop Tesla's rapid YoY growth and allow ICE to remain viable.
  3. Duffer

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

    After previously meeting with the "Big Three" and extolling their virtues this gives me pause. Ok, the acknowledgement has been made, but why? 1. He tried the carrot and is now using the stick in order to increase the "Big Three's" commitment to EV production? 2. Setting the stage for a...
  4. Duffer

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

    Success! Hey, I didn't select Times New Roman but whatever works :D
  5. Duffer

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

    I quoted this post because it points out, in fairly gentle terms, how the pivot from fossil fuels will look... initially. Those of us here in this thread, at one time or another, have either commented about or hit the like/love button regarding the demise of fossil fuels. The collective "WE"...
  6. Duffer

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

    Regarding the proposed Solar changes here in California. I'm going to use the provided links and make my voice heard and I encourage that everyone else here does too (VPN's aren't just for watching sports ;) ). However, with the unmitigated gall and sense of entitlement that PG&E has...
  7. Duffer

    FSD Beta 10.6.1

    Thank you for your response. Your MX seems to disprove my hypothesis of an interior camera requirement for new beta testers. I'm out of the running now (98) thanks to an idiot cutting me off last week. Prior to that I somehow managed to maintain a 99 for 30 days.
  8. Duffer

    FSD Beta 10.6.1

    Curious, how long have you been in the beta program? I'm trying to confirm my hypothesis, that based on Tesla's very understandable emphasis on driver monitoring, that only vehicles with cabin cameras are currently being invited to the program. Other than the lack of the cabin monitoring, my...
  9. Duffer

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

    Because feeding LMG's using a side mounted ammo box is easier than running the ammo belts from the truck bed up to mini-guns. ;)
  10. Duffer

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

    Didn't see this posted yet. https://europe.autonews.com/automakers/mercedes-beats-tesla-hands-free-driving-highways Tl;dr. Approved for hands free (L3) at 37 mph. :)
  11. Duffer

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

    There's no cap because it's designed as a "stealth" bailout for Ford, GM, and to a lesser degree Stallentis. I honestly believe that the authors don't understand Tesla and their ability to produce vehicles in volume. :rolleyes:
  12. Duffer

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

    Understandable but I hate to see you step back. Thank you for all of your time and effort!
  13. Duffer

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

    Condolences to you and your family regarding your dad.
  14. Duffer

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

    Agreed... IF Tesla is being targeted. What happens if every OEM's driver assist program is stopped pending a "thorough" aka never ending safety review? The other OEM's have developed their "Me Too, Me Too" drivers assistance platforms only because of Tesla. I'm sure that they would be happy...
  15. Duffer

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

    I don't think that The Street is ready to quit printing money by manipulating TSLA. Therefore, Q3 P&D won't (can't?) be met with the deafening silence of Q2. Even so, I doubt that the true impact of both the Q3 P&D and Earnings will be recognized in the SP or by a change in the media's...
  16. Duffer

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

    After getting caught with their pants down last quarter, I'm sure that the "whisper number" will be high enough to ensure a "miss" this time around. :rolleyes:
  17. Duffer

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

    Stockton also has a deep water port. Though I believe ships are limited to the PANAMAX class.
  18. Duffer

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

    True. However, that hasn't stopped the idiots or the media from pushing their FUD before... Yes, eventually the truth comes out. But the "another Tesla crash" pushed 24 hours a day for several days has been useful for Tesla's/Elon's enemies before and will continue to be used until the...
  19. Duffer

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

    I hope that either I have a home court advantage or that Tesla is grading our driving on a curve (no pun intended). Otherwise, dealing with with these non-driving brain dead commuters will severely limit my chances of being selected. It sure is nice being GREEN going into the weekend. Enjoy!
  20. Duffer

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

    I guess that we should give the FUDstrs credit for trying to build their message in a new market. Small data point. Friends and family that live in SG told me that everyone seems to be excited about Tesla.
  21. Duffer

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

    Elon specifically says that AI Day is about recruiting. TMC hears that and this forum is almost immediately filled with speculation about robo dogs, drones delivering packages, snake chargers, etc. If the investors in this thread, who have a pretty darn good understanding of Tesla, can't keep...
  22. Duffer

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

    My lack of clarity appropriately earned down votes. You are correct in that there is no way that the Administration would exclude America's 3 largest UAW employers from the EV tax credit. I agree that Tesla can't be excluded by name from having vehicles that are eligible for the proposed EV...
  23. Duffer

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

    Based on what has been posted about the $10,000 EV credit, it appears that Tesla buyers would be eligible for $7,500 and buyers of union made EV's could receive the full $10,000. I might have missed it, but I don't think that there's been an outline of the amount of money available and how the...
  24. Duffer

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

    The White House only invited the recognized leaders in the EV industry. /s American politicians, regardless of party affiliation, seem to have an uncanny ability to overlook Tesla.
  25. Duffer

    Continental ExtremeContact DWS06

    Apples v. Oranges Second set of Conti ExtremeContact DWS06 on our daughter's 325ci. She had zero issues while living in both Il. and MI. Interested in hearing your thoughts on efficiency once you have some miles in.
  26. Duffer

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

    So sad yet so predictable. Just because they have failed at putting Tesla out of business, failed at keeping Tesla from capital raises, and failed at keeping Tesla out of the S&P 500 doesn't mean that their pitiful games will stop, ever. If any other company posted these types of production...
  27. Duffer

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

    As was posted earlier by @StealthP3D (?), "the Street" can read an earnings statement so it's not a matter of the MM's not "getting it". Their holdings are "overweight" in big oil, big auto, big utilities, and all of the supporting businesses/technologies that are part of those segments...
  28. Duffer

    Off topic galore

    In that case a model Y equipped exactly the way she wants it was an extremely good choice sir.
  29. Duffer

    Off topic galore

    1. I'm sure she'll love it. 2. Flowers and a box of chocolates wouldn't do it? :oops:
  30. Duffer

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

    Regarding the underlined. The only fly in the ointment is those that control both the "green" message and the distribution of infrastructure funds hate Elon. The question then becomes, is that hate strong enough to slow the adoption of EV's by keeping the charging infrastructure...
  31. Duffer

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

    I understand completely. There's nothing quite like the sound and feel of a built big block 67 Chevelle while cruising or, later in life, the snarl from a mostly "street legal" 911 going through the corners. Cars and the freedom that they brought were a big deal when I was growing up...
  32. Duffer

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

    IMHO, this disdain for Tesla/Musk among the mainstream progressives is actually the biggest long term threat. Big oil/big auto will throw everything they can at Tesla/Musk before they go under and there's no doubt it will be extremely ugly. However, the vilifying of Elon as a selfish...
  33. Duffer

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

    This is the norm not the exception in American politics and similar to market manipulation, it is treated as (lucrative) business as usual :rolleyes:
  34. Duffer

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

    Agreed. That is until the revenue generated by "clickbait" and advertising became the focus of the news entertainment industry.
  35. Duffer

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

    Those PR departments were from corporations that advertised, correct? I don't mean anything derogatory by this question. That's how the game is played and your producers were doing their jobs. What incentive does CNBC have to contradict their FUD headlines (that were paid for by advertising...
  36. Duffer

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

    Thank you for the correction regarding the camera differences between HW2 and HW2.5 When HW3 became available I recall that owners of HW2 equipped cars were claiming some sort of incompatibility. I'm glad to hear that's not the case and that apparently everything after HW1 will be eligible...
  37. Duffer

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

    There only 3 limitations: 1) You must have purchased the FSD option.* 2) Your car needs a minimum of HW 2.5 (extra cameras not present on HW 2). Our Sept ordered, Nov build and delivered 2017 "S" came with HW 2.5 3) MCU2 is required and, at least when HW 3 first became available, it was an out...
  38. Duffer

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

    It must be difficult for a member of Congress, that truly believes in EV's and clean energy, to know that the fastest way to realize the goal is via Elon.
  39. Duffer

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

    And took a shower, with bleach??
  40. Duffer

    Yes, to keep the interior cooler while driving through the heat of the Souther US

    I'm surprised to hear that the Tesla roof sun screen didn't fit well. Both the pano (2 screens) and lift gate sun screens fit perfectly on my 2017 "S". I agree that not all tints are created equal. We had a "nano" tint applied to all of the glass except the roof** and it is a noticeable...
  41. Duffer

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

    The won't need to. The "planned" spending on EV's is merely a charade to save their place at the government bailout trough.
  42. Duffer

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

    I can't answer for @Cherry Wine but I was. Unfortunately, so were all of the other vehicles around me. The problem was that the meat computers in those cars were either turned off or out of RAM. :oops:
  43. Duffer

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

    Mrs Duffer and I escaped the valley heat by meeting up with family in Monterey on Saturday and noticed that the delivery "wave" was in full force. I-80 Eastbound 5 car carriers.** I-680 Northbound 4 car carriers I-680 Southbound 1 car carrier Hwy 101 South 1 car carrier I-580 Eastbound 2 car...
  44. Duffer

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

    Unfortunately, the Market won't change their tune even when it's government bail out money that is being "invested".
  45. Duffer

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

    Regarding the bolded. Except the 4680's are, per Battery Day, structural which would necessitate converting the line. Correct me if I'm wrong, but I haven't heard anything about the the equipment needed to form a structural center section for the Model "S" and there hasn't been any scrap...
  46. Duffer

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

    Once you learn to tune all of that out... then serenity. ;) ETA: I've not reached that level of Zen. But hodler sure helps.
  47. Duffer

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

    Well, there is that... :oops: Fine. I will let your logic get in the way of my excitement this time. Just don't let it happen again. ;) :D
  48. Duffer

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

    Honest question, how so? Model S Plaid/Plaid+ are both 4 door family cars. Did either the Porsche Panamera or Taycan osborne the 911? (sorry for the ICE reference)
  49. Duffer

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

    I'll derail the current, shockingly on topic, discussion regarding production and delivery to ask TMC to speculate on what is hiding under those covers (thanks @mickle for the highlighting). The test track has been repaved. Could the "star of the show" be what is hiding under the car covers...
  50. Duffer

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

    Yes. I was hoping you were answering my earlier post. The end of the object towards the bottom of the picture looks flat on the bottom and top grey one.