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  1. H

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

    Doubt it. Police are in fact trained to drive the cars they drive because they are often required to drive them at the edge of the envelope of what the car can do. This is especially true in California where they seem to like high speed chases a lot if the TV is anything to go by :).
  2. H

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

    Iacocca dropped his salary to $1 (plus stock options and bonuses). Musk's was $0 (plus bonus stock options) in the first place. I do think he was taking an example out of Iacocca's book when he first asked for that -- its a statement of "i have skin in the game to make this work". Its not really...
  3. H

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

    IMHO, yes. In fact, I feel like the Y is the perfect robotaxi for airport runs and runs to grocery stores... plus families. I'd probably start with them, then introduce the 2-seater later at a lower cost per ride for solo / couple riders with no baggage.
  4. H

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

    Exactly. Its sort of like the discussions of "But how am I going to haul my boat around!!??" I mean -- if you're really the person who needs to haul mulch a couple of times a week, you'll want to always own a pickup truck. For the 98% of people who never haul mulch, its not an issue. For the...
  5. H

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

    I'm also starting to wonder if the layoff is indicative that Optimus is ready to start in-house deployment.
  6. H

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

    You stated that it wouldn't happen for 10+ years. I was stating that it may take 10+ years to complete, but it will start to happen immediately and will be a gradual transition.
  7. H

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

    I disagree. I do think the transition will be gradual and take 10+ years, but a large amount of America would move to if as soon as it is provable. Personally, my wife and I decided we wanted to live in more walkable towns and got rid of our 2nd car in the process - partially because Uber is...
  8. H

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

    Tesla has never done all-in world-wide on anything... even when they had the money. They only grow as fast as their expertise and logistics can grow. So they'll start with one or two cities, and expand one or two cities at a time... with cash-flow expanding with it. I doubt it'll be completely...
  9. H

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

    Ah! So that's the secret! I do like the more natural "speed of traffic" with the automatic, but if that's the secret to handling adjustments better I'll turn it off in town for now. @Krugerrand - to be clear, I'm experimenting with things that may work. But right now the rate of slow-down when...
  10. H

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

    For sure -- that's what I mostly do... though right now it takes a couple of blocks to slow down from the normal speed limit to the school zone speed limit. It'd be nice if there were a happy medium.
  11. H

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

    That's where advertising helps -- addressing the concern of each group of late adopters one at a time while slowly building your reputation. You don't pull that lever until you're ready to address that particular group. And timing when you pull each particular advertising lever is important...
  12. H

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

    School zones are definitely one of my biggest problems with it currently. In New Orleans, all school zones have speed-based traffic ticket cameras, so making a mistake there is expensive. It doesn't seem to understand them at all and just ignores them. In v11, I could manually set the speed...
  13. H

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

    exactly... I disengage every single drive becuase I want to make different decisions about where and how to park than it does. Even at my own house, it doesn't choose to go into the driveway, and I do. To me that disengagement doesn't count as the equivalent of a collision.
  14. H

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

    All these models seem to assume that the robotaxis will be privately owned, and therefore Tesla has to share some of the profit. Why would tehy bother to do that rather than just own them themselves? I know Elon proposed a "use your car as a profit center for us" model years ago. But he's...
  15. H

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

    I imagine that initially would look a lot like a public Boring Tunnel project.
  16. H

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

    Good thing they've already produced steer-by-wire so they can do both easily on the same frame.
  17. H

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

    Doesn't matter. The regulatory process to get Robotaxi approved is going to take years once the technology is proven. And getting it out to all possible areas so that people don't need cars any more will take a decade or more. It would be foolish not to have a low-end small car segment car to...
  18. H

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

    No, he's a successful leader because he's willing to take risks and act on his knowledge rather than crowdsourcing and compromising on decisions like most corporate leaders are required to do. That's not the same thing as what you said, nor is it the opposite. One can be circumspect on how you...
  19. H

    All discussion of Rivian Automotive

    The presentation seemed photocopied from a Tesla one a couple of years ago: structural battery pack made up of larger cells, lots of cameras doing vision-based auto-pilot. Glass roof. Charging network. Solar power. etc. That said, its a good plan, so no reason not to copy it. And its a good set...
  20. H

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

    R2 appears to be what I would want. But then, the R1 is a fantastic vehicle. Its problems are price and scalability. They just plain aren't producing enough. They have a fantastic winner with the Amazon van too, but that doesn't seem to pull their company numbers up enough. Its been my feeling...
  21. H

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

    By himself he can't "stop" it. Its part of a package passed by congress, so congress would have to pass a new package that repeals it. But he could instruct the departments under him to change the interpretations of the law such that it is difficult or impossible to get.
  22. H

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

    I suspect they're playing the attack narrative to get approval for exactly that -- something they probably wanted anyway. Never let the opportunity from a disaster go to waste.
  23. H

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

    It'd be nice if they changed the back end to be a more boxy station-wagon like back end. My Y can haul a lot of stuff with the seat down, but I'm limited by the height of the top of the hatchback opening (not by the height of the interior past it.) The boxy back end would be better for the 'car...
  24. H

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

    How many times can one company go bankrupt?
  25. H

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

    FSD is already doing what I call "conditional fencing". If the weather is bad, it either partially or fully turns off. We tend to think of geofencing as "anything in this contiguous shape area", but I feel like the smartest geofencing will actually be "conditional fencing". So real full self...
  26. H

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

    Those look like completed buildings. They're probably leasing (or buying) buildings for things that don't require specialized construction so that they can get it going faster. That 1.5 year process of building a building is a long time to wait when you're ready to go now on something.
  27. H

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

    It doesn't work that way. At the time of the infraction, the suit and the ruling they were incorporated in Delaware and subject to Delaware law. If they move to Texas, then Texas law would take effect for any actions they take after that. But I believe previous actions done while they were...
  28. H

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

    Agreed -- the board really messed this up. The 'independent' part is a red-herring... it just means that they aren't employees. All boards have relationships with other board members and usually officers. that's not prohibited. But there's clear processes that have to happen. Why doesn't the...
  29. H

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

    I agree with you... but also, China expanding and being competition to Tesla doesn't necessarily mean entering the US market at that level. I suspect that competition will happen instead in places where the belt-and-road initiative is already going. I see south-east Asia, Africa, and Europa...
  30. H

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

    Robotaxi will happen about 4-5 years after FSD can be trusted without a driver, becuase it'll take that long to get through the regulatory environment. Optimus in the factory can happen as soon as it can safely do one task. Even though its the same software, robots will happen first because...
  31. H

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

    Thus ensuring they continue to have the lowest reported crime rate...
  32. H

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

    but you can get several LLMs to write about that trip to the supermarket.
  33. H

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

    Probably accurate eventually just to sell to the Central and South American markets. Probably doesn't impact the US market -- especially since it won't be up and running producing anything at all until at least mid 2025.
  34. H

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

    I suspect the didn't do the 500 mile version because it required 2 layers of batteries... so a different body/chassis design. We may see it some day, but releasing everything they can make with one body makes sense. I just wish they'd said that.
  35. H

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

    Why would they do a warranty publicity stunt on the cybertruck? They don't need to increase sales on it yet -- they've got an order backlog of a couple of years. Save that sort of sales booster for when the order book gets to less than a year (and when they have real-world data on thousands of...
  36. H

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

    I suspect that's Tesla's strategy here... be sure to extract the maximum amount of money from whoever in the queue is willing to pay it, because there's WAY more reservations than they can fulfill for quite a while.
  37. H

    Off topic galore

    ... or slightly wider and higher profile tires.
  38. H

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

    The Bucees east of Houston was my favorite charging stop crossing the country.
  39. H

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

    You've got to stop and pee, have lunch and get coffee every once in a while.
  40. H

    Near-future quarterly financial projections

    probably not. 80k/month doesn't get you there, plus they have a bunch of shorter months in the first half of the year to make up for. But its pretty probable for '24
  41. H

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

    Yeah -- I keep thinking the model Y is the perfect car design to become a robotaxi. 4 spacious seats, and room for luggage in the back. The profit on the robotaxi operation has plenty of margin -- it doesn't need an ultra-cheap car. But it needs to be able to do airport to hotel runs.
  42. H

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

    Tell us how you feel about the Rankin/Bass animated musical versions from the late 70s?
  43. H

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

    Too bad! This would have been a good day to be in that for sure.
  44. H

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

    ...because his last live demo of something unique about Cybertruck went so well...
  45. H

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

    What? Details about the cybertruck might be coming in the next couple of months? Who'd have thunk it!?!
  46. H

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

    They're not really producing that many yet -- so if you're going to osborne yourself, doing it now rather than later makes a lot of sense.
  47. H

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

    What's normal for the industry is for no one to even notice all of these pre-production activities. Ford will ship their pre-production test vehicles to places, and no one will even care until they announce the first production vehicles off the line.
  48. H

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

    We've been in the calm since some time in 2022... so it would be nice to see the storm start.