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    Coronavirus

    bad journalism is bad. These jerks were reporting "lack of ventilators" in the Netherlands as well which led to the cases of stubborn old people refusing to go to the hospital "because it is useless". The RIVD (dutch CDC) reports aggregated data provided by regional GGDs. GGD aggregate data...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    estimated capacity in "miles"=/real mileage achievable. Heck, even if the capacity estimate is done in kWh is almost never real kWh used. Electrical batteries are chemical devices and their capacity is subject to many conditions. Good BMS can recover and use cells even with considerable internal...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    "when it's can be done". There is no strategic sense in his announcements. He is looking for possibilities and challenges his team to realize them in the shortest time possible. Considering demand pressure and relative simplicity of the required changes I would say that in the october 2020...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    few small reminders. Solar City was installing solar farms everywhere. There prime client was actually "Target." with bigger solar farm park than Walmart actually. Since I see "California" in the top of the list of Walmart fires, I believe that the reason was the combination of unproper...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    about service joints in Europe: As I was writing a year ago Tesla has tremendous problem with personnel in Europe. So far all Tesla attempts to bring repairs in-house end pretty much in a flop. They can not find people to start it in proper terms. Shops which do Tesla's repairs have problems...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    JB is (was?) BMS guy. All his patents are there. All talks he made are about BMS. He has nothing to do with the batteries. Apparently Tesla slows down on BMS development and focuses on new types of cells. Beside possible burnout (see Tom Mueller) his reason for retirement can be a "personal"...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I remind that vast majority of the real bears (the banks) shorting $TESLA hold or control significant Tesla stock (and expanding it regularly). Most of them do both sides simultaneously and aim to target retailers money. Both sides. Your money. The actual stock flow reflects (since the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    In the Panasonic reports it was in Automotive&Industrial division. Energy is the best performing subdivision in Panasonic with the best Operational Profit. The BS Nikkey is writing is no different from the crap you see in Bg etc. (Panasonic is heavily shorted with similar consequences to Tesla)...
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    Genius level IQ people. Explain what Tesla is doing!?!

    No genius level brain is necessary. it is enough to remember what happened two months ago and to have basic capacity to collect and compare facts. They don't really. Most of the auto companies do seasonable changes for prices. You don't see them really because they are masked in internal...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Timothy Lee wants to enter auto-media and works as a tool for IIHS or better said insurance lobby. His main task is to kill current FSD evolution. Both employers want for Tesla to die. I remind that the appearance of properly working level 3 FSD will kill auto insurance.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As I pointed before with quotations Tesla requirements are very similar to the other Patent Pledges. The differences with Google variant come exclusively from the difference software/hardware patent law in USA. This "analysis" is made by a predatory firm involved in numerous patent litigations...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla needs to expand "foot-print" of bigger Reno. They have serious housing problem, they are not that special to attract good specialists from coast USA, so zero choice for engineering positions and now they have serious shortage of personnel for entry positions, because satellite companies...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I suppose you have asked about Panasonic. current commercial prices Panasonic offers are around 30% (>) less then in 2014. I heard about renewing contract with 18650 from acquaintances working in american Panasonic. Consider that a wild rumor. P.S. Battery price drops (actually fluctuations)...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    He mentioned explicitly test drives as one of the purpose of the new "galleries". I have provided direct quote already.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    A long long time ago I participated in a funny long conversation about "arrival of the digital age" where us stupid students were seeing only "ease of access" and wanted to be oblivious about side effects of coming internet era: "comfort zone=selective messaging", lack of scrutiny, and general...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Audi is not going to provide free charging. Offered prices are more expensive than in SC.Period. Power-train in audi is of the same origin as in I-Pace with the same characteristics. Period. You don't have even basic idea how charging of EV works, your calculations are deranged. Go ride first...
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    FSD very far away due to regulations?

    did you read it, or you don't go beyond headlines? this provision was specially tuned to legalize small Google pet project. EDIT. right in the quote you posted they state that the purpose of the new regulations the so appealing second part is about using self-riding Google "trams" as taxis...
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    FSD very far away due to regulations?

    bingo. Google is responsible for it's actions. btw. The permission they got and subsequently legalized as "public use" states: 1) The manufacturer shall identify in the application the operational design domain in which the subject autonomous vehicles are designed to operate and certify that the...
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    FSD very far away due to regulations?

    CA did not legalize FSD level 4. They formalized NTSA rules for FSD testing and they issue licenses for testing. Testing is not using. Indeed the only way for any company Tesla included is to build FSD first and push legislation using HYPE. State by state. The time-frame I stated is very...
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    FSD very far away due to regulations?

    FSD level 4 is illegal everywhere. Existing projects are covered by "testing" provision, and are always accompanied with special legal provision between respective companies and local authorities. Here is a quote from NHTSA AV guidance: https://www.transportation.gov/sites/dot.gov/files/docs/AV...
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    TSLA Market Action: 2018 Investor Roundtable

    I ask very insistently to remove any association between Tesla and global warming/climate changing discussion. It is very important that in a 4-5y Tesla should be completely separated from this discussion. If you do need a reason you can understand consider that the reason of "saving the...
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    TSLA Market Action: 2018 Investor Roundtable

    they have put high grade steel in quarter panels, pillars and battery bed. I suspect if they would do more (bumper, back side, front doors) the car would become significantly more expensive and the weight is just part of the issues. It is not easier to stamp good steel than aluminum. It is...
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    TSLA Market Action: 2018 Investor Roundtable

    I believe Tesla will remove frunk completely and extend bed as long as possible, 2m10cm at least, 2.50m for longer version. (65in to 100in for "delayed" members). 220V plugs, air pump and long bed will make very many many people beyond happy. The main problem for Tesla is that they will have to...
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    For anyone who wants to know why we *won't* have self-driving cars soon...

    Obviously Tesla self-driving is not designed for Nascar. Probably it could be used there but only if retrained repurposed. It would be a new system. Obviously since Tesla is using "behavior cloning" i.e. copying driver behavior when they disengage from EAP, self-driving systems won't mimic or...
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    For anyone who wants to know why we *won't* have self-driving cars soon...

    He is teaching in Carnegie Mellon. It's not exactly the best place to learn NN in USA. He comes from theoretical physics and his experience was in genetic algorithms. Dead horse for practical NN indeed. The only valid points he makes is that NN is indeed no AI, and end-to end NNs are valid by...
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    Rivian Automotive

    I stumbled over their august promotional video. They showed a bit of electrical part. The narration is of the same quality as in the last clips (i.e. useless), but the video feed was interesting. They use 18650 cells (pr. 2170 but it is unlikely), cells honeycombed in silicon and two layers...
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    TSLA Market Action: 2018 Investor Roundtable

    what blow? Are they Model S, Roadster users? Tesla has ever growing loyal customer base. It is their way to grow. What some anonymous "experts" with "friends" "people" etc. say is pretty much irrelevant because the fact is that Tesla is selling everything they produce. And the only thing which...
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    For anyone who wants to know why we *won't* have self-driving cars soon...

    Tesla would say "when it is ready". I say when the legislation will cover it. The same applied to self-driving, full auto-cruise etc. there are plenty of cases which would blow existing standard for liability. So for now stick to beta, and won't expect anything else. Whatever happens it is...
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    For anyone who wants to know why we *won't* have self-driving cars soon...

    No, they don't. Waymo has trams, which look like cars and ride on invisible rails. These rails invisible for you, but they are up there, and Waymo cars can ride only if the "rails" are in and actual. Waymo cars have serious problems on intersections and vs. clueless badly driving humans. Like...
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    Rivian Automotive

    key question unanswered. Who makes battery cells? Who makes battery modules? Who makes BMS? Who makes motors? What technologies are used in powertrain? (specifically BMS is of major interest). Btw. the founder didn' graduated MIT per se. He is not one of those nerds who populate JPL etc. He...
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    TSLA Market Action: 2018 Investor Roundtable

    "Media" push what they are told to push. The Wall Street wanted and still wants control over Tesla. It is the only american car company with some future. The only one. Another aspect of financial pressure is to push Musk to do IPO of SpaceX. They want it BADLY. It is obvious for anybody with...
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    TSLA Market Action: 2018 Investor Roundtable

    Toyota doesn't have any partnership with Panasonic. More of it they have strategic partnership with mortal concurrent of Matsushita(Panasonic now) Mitsubishi. 2 years ago Toyota announced strategic partnership for EV development with Mazda. Mazda is auto subsidiary of Mitsubishi concern. FIY...
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    TSLA Market Action: 2018 Investor Roundtable

    He is saying that Tesla was running out of operational capital. In his eyes "dying". In the real world it would require refinancing with strings attached. i.e. slowing down company's progress. Musk was going for the best possible case in their situation and got it at "the last minute". Pretty...
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    TSLA Market Action: 2018 Investor Roundtable

    Nice posts, especially in combination.... Especially if to notice that the first answer was about 2013, and the whole discussion goes about company with the highest retention level of the customer base. "Silly amateurs" indeed.
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    TSLA Market Action: 2018 Investor Roundtable

    Actually I am not. If he was not he would ignore any and all "established" media platforms anyhow associated with the Wall Street. This last "postcad booth" included. They don't report news and actually don't service Tesla's clients. He would also ignore and not defend any clueless attacks...
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    TSLA Market Action: 2018 Investor Roundtable

    Everybody knowing Musk note that he is crazy about taking credits. His own and he is careful about others. More of it I don't think it would be exaggeration to say that he is against anonymous "information exchange". The idea of posting under some alias is equal to lying or wasting his efforts...
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    TSLA Market Action: 2018 Investor Roundtable

    Looks pretty good to me. Model X quantities.
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    TSLA Market Action: 2018 Investor Roundtable

    SEC just like any other institution needs to have sufficient reasons to start an investigation. Rule of tumb is a belief that they can win the case. Tesla should follow fantastic example of SEC and start a control trial to check if indeed SEC believed they will win Model 3 numbers trial during...
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    TSLA Market Action: 2018 Investor Roundtable

    Small tip for those worrying about pickup design. Look at the IVA design for SpaceX suit. Musk will go from basic design requirements and will most probably ask help of some futuristic (see Bladerunner reference) designers, probably even designers indeed participating in Hollywood projects. Will...
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    TSLA Market Action: 2018 Investor Roundtable

    First practical matters. I didn't bother to read it beyond Nature of the Action because the plaintiffs didn't bother with finding or collecting facts (I don't believe there would be any), instead the typical wrongdoing collected were of the type: "the company knew that, at a minimum, it needed...
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    TSLA Market Action: 2018 Investor Roundtable

    You can do analysis of multi-layer NN. by elementary cloning you can extract fringe cases, you can do border case ("expert" tuning) tests, you can do confidence analysis, you can to perform elementary tracing of found wrong choices and correct them (weight analysis, regression analysis...
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    TSLA Market Action: 2018 Investor Roundtable

    there is no reason to age "electrolyte" for LiOn. Electrolyte is applied in a manner pretty similar to lime on wallpapers, and it should never dry!. On the other hand most modern producers do "curing". They keep cells in ovens (usually 40-50 C) for significant time (can be 24h or longer)...
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    TSLA Market Action: 2018 Investor Roundtable

    Modern BMS can handle rather big drops in pack voltage and stabilize it for inverters. Of course it goes other way as well. One of the serious advantages of Tesla modules is big number of cells in the module. It allows graceful degradation for Tesla's batteries because loss of the one cell...
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    TSLA Market Action: 2018 Investor Roundtable

    Jaguar I-Pace 2100kg. Tesla Model S 2100kg. There is nothing to search and nothing to interpret. Tesla's bodies are designed with heavy battery in mind, and driver safety as a basis. And definitely they are not "heavily engineered". Munro made mistakes and later acknowledged that. The things...
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    TSLA Market Action: 2018 Investor Roundtable

    8k/w "leaked" to the press is their plan. But I can bet on 10k/w for the last weeks (two?) of Q4. Just wait and see. They intend to make it stable rate in 2019 by Q2. The number comes form the projections by Panasonic for their cell production lines in GF1. 10k is pretty much a maximum they...
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    TSLA Market Action: 2018 Investor Roundtable

    No they don't. They produce 5 autos instead of 4. They produce 2 autos with one motor instead of 1 with two. Very simple basic arithmetic. They will end Q4 with 10k/w, while having some grace time to ramp up cell and motors production in the meantime. Again I remind the obvious observation: they...
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    TSLA Market Action: 2018 Investor Roundtable

    they haven't. These were autos sold to employees. It is a normal practice for the 0 batch in pretty much all car companies.
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    TSLA Market Action: 2018 Investor Roundtable

    Pfff, hopefully it has to end. It is just incredible for how long time these BS injections stay alive. Munro "ate craw" in august(?). Repeating april statements is wrong, it is not his "educated" opinion. It is misrepresentation by using expired events. A lie. Of course Munro would make...
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    TSLA Market Action: 2018 Investor Roundtable

    Panasonic had plans for 2019, the lines they planed for Q1 2019 they are going to install in November-December. It is japanese company, they are incredibly slow nowadays. 1990s killed them as engineering nation... LR is amazing car for hyper-miling. It will be huge success in the Netherlands...
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    TSLA Market Action: 2018 Investor Roundtable

    obvious example is Renault Zoe. The french never succeeded to satisfy existing market. Waiting times depending on a country are still 2 to 4 months. And it is a garbage car as EV, much worse then Leaf not talking about other models. Waiting times for inevitable battery changes make european...