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  1. Thumper

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

    I'm obviously not a lawyer but it seems that the Yazoo land grab scandal adjudication might apply to Elon's contract. If I have it right, the Georgia legislature corruptly granted a large amount of land to some companies and when the bribes came to light, they tried to reverse the sale. The...
  2. Thumper

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

    If they are making a profit on those BYDs, ICE is so dead!
  3. Thumper

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

    Wyoming, North Dakota and Texas. Fossil fuel economies!
  4. Thumper

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

    From MIT technology Review, a long seeming evenhanded article about nickel mining by Talon in Minnesota and the effects from the IRA on Tesla, the American consumer and the US economy. https://apple.news/AS7L8RdneTvmD6wWBZeFyhQ
  5. Thumper

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

    What % of investments are in TSLA? It's hard to say. What time is it, 10:00 AM or 4:00 PM? Tuesday or Friday?
  6. Thumper

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

    How about the Test board synthesizes enough shares to give Elon the control he feels he needs and he buys them by paying each TSLS shareholder an appropriate number of shares in X. He gets his control and we are compensated for the dilution. I do not have any idea how legal this would be and I...
  7. Thumper

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

    I am uncomfortable with the gathering consensus of 2.5 M vehicles for this year. Before we set a goal that will be used by the MSM to beat up on TSLA, let's at least wait until the earnings call and let management give us their best estimate. It is fair to consider battery supply, market...
  8. Thumper

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

    I predict Optimus will be battery flexible. Tesla will create battery packs using each cell type and shuffle between them to balance cell supply. It should be much easier than cars and the usage/charging demands should be less stringent.
  9. Thumper

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

    I wonder if the vehicle to residence backup power will make it to the S and X and 3 and Y.
  10. Thumper

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

    What is the status of an innovation Tesla showed a few years ago whereby wire was encapsulated in a large ish plastic chunk that is easier for robots to install?
  11. Thumper

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

    There are three superchargers between Phoenix and Flagstaff, shouldn't be much of a problem!
  12. Thumper

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

    Reuters (ugh) is reporting that GM bought Tooling and Equipment International. (Casting & Prototypes) which has been making the molds for gigacastings.
  13. Thumper

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

    Count me as skeptical of the entire sand casting theory. Regardless of the problems cited by others, any casting done on site will require a large enough furnace to melt the full charge of the mold cavity plus spurs, risers and runners. The metal can't just be liquid, it must be exactly the...
  14. Thumper

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

    Recently visited my local Tesla showroom and was greeted by:
  15. Thumper

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

    Does V12 pure NN method imply that it will be easier or harder for others to follow the same path?
  16. Thumper

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

    I believe that price was for a rolling chassis. You still had to pay a coachbuilder for that boattail bodywork. So the price is considerably higher yet.
  17. Thumper

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

    https://www.autoblog.com/2023/08/07/cadillac-celestiq-340000-starting-price/ So GM claims to have at least 600 orders for the Cadillac Celestic. For a whopping $340,00 you can go from 0-60 in "about 3.8 seconds". You get a 111 kWh battery that will take you about 300 miles on a charge and be...
  18. Thumper

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

    For a moment, let's assume LK-99 is real and can be synthesised economically, that leaves us wondering what are its mechanical properties. Can it be extruded, molded, milled, forged, rolled, or welded without loosing superconductivity? What is its tensile strength, bending strength, etc. Does...
  19. Thumper

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

    Scientific American not yet convinced of LK-99. Let's all recall room temperature fusion. https://www.scientificamerican.com/article/viral-new-superconductivity-claims-leave-many-scientists-skeptical/ The authors wrote that their discovery “will be a brand-new historical event that opens a...
  20. Thumper

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

    https://digitalassets.tesla.com/tesla-contents/image/upload/TSLA-Q2-2023-Update.pdf Here we go
  21. Thumper

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

    It is good to have undersea cables. Starling is vulnerable to a coronal ejection event. Cable are a worthwhile communications supplement. Don't put all eggs in one basket.
  22. Thumper

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

    Gtrplr1. You must be new to EVs though you’ve been here since 2017. Oh well, use Tesla.com “find us” or PlugShare. Either should cover your charging needs anywhere.
  23. Thumper

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

    I have no idea why you are dissing the S/X refresh. The current S is a giant improvement on the original S which I also owned. It sells well enough to be profitable and is a killer halo car. I think your negativity is unmerited.
  24. Thumper

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

    I just returned from a multi thousand mile road trip. Went from v11.4.2 to v11.4.3 a couple of days ago. I drive a 22 MS long range, the best road car ever made. The wipers work fine for me. FSD is a different story. Phantom braking, phantom lane change and gratuitous nav...
  25. Thumper

    Supercharger - Liberty Lake, WA (LIVE Mar 2022, 12 V3 stalls)

    Supercharger service answered after about 30 minutes last night. They already knew of the problem and were sending someone. In car app should reflect outage and route accordingly.
  26. Thumper

    Supercharger - Liberty Lake, WA (LIVE Mar 2022, 12 V3 stalls)

    Liberty Lake SC is completely off line this afternoon 6/16. The level 2s on the East wall are working. There is only one more slot available. I’m trying to report the outage to an old supercharger service number. It seems to be an active number with service choices but I’ve been on music hold...
  27. Thumper

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

    Asking Fairchild, how much are you actually up after selling, paying cap gains and brokerage fees. Is that worth the angst in the interim. For myself, more comfortable just holding with conviction it will recover before I need the money.
  28. Thumper

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

    Right on schedule, a negative piece in WaPo today on FSD. No link
  29. Thumper

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

    FSD is not ready for the masses until they fix the phantom braking problem! I’m on a road trip. Yesterday, driving E in eastern Montana, no cars within 1/2 mile, straight road, suffered several phantom braking incidents, some accompanied by attempted lane change! This needs to be sorted...
  30. Thumper

    FSD discussion

    I’m on a long road trip. Today in eastern Montana eastbound no cars near me for miles, FSD repeatedly executed phantom braking. Sometimes merely hard and once very hard. Sometimes accompanied by an unwarranted lane change. Otherwise, 11.4 is pretty good.
  31. Thumper

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

    Recent Ford capitulation was pretty significant. That is burning the shorts. It takes time to play out.
  32. Thumper

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

    I've had he yoke for just over a year now. Turn signal "buttons" are easy to become accustomed to. Only tricky on low speed maneuvers. Likewise the yoke requires slight learning to feel comfortable in low speed maneuvers. For all other driving I love the yoke. It has comfortable hand...
  33. Thumper

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

    I have been under the impression that general aviation has used 48v for a long time. Is that wrong?
  34. Thumper

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

    + $3000 Ultra Red is now the only red available for Model S and X. Multi-coat red still is the only red available for 3 and Y. Saw the Ultra Red yesterday on an S in the showroom. It looks a lot like the old candy apple red on the 2011 Model S prototype.
  35. Thumper

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

    I really don't get the whining about gas prices in the US. When I first started driving, gas was about $.30/gallon and the minimum wage was $1.00/hour. Gas is about the same today. I guess Americans are just spoiled from years of petroleum subsidies.
  36. Thumper

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

    By the end of next year, we might have some production out of Monterey.
  37. Thumper

    Supercharger - Minot, ND

    I just checked the "Find Us" page on the Tesla website. They do not show any icon for Minot at all. Not sure how Superchargers.info came to think there is a permit for this site. I doubt it will be there for me in June.
  38. Thumper

    Supercharger - Minot, ND

    Looking forward to an update for the Minot SC. Planning to drive that route between Chicago and Banff in mid-June. Hope it’s in operation.
  39. Thumper

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

    Down $2 in post market. Yeah, WS knows what it's doing! /s
  40. Thumper

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

    How did Omar make that long drive on FSD without his hands on the wheel? If I try that the car will blue-screen then yell at me then cut out. What gives? I'm on 2022.44.30.10
  41. Thumper

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

    I have never believed in double stack battery packs. I didn’t believe them when some suggested that was the secret to the roadster II range and I’m not buying it now. Double stack would weigh too much and pose cooling problems.
  42. Thumper

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

    Full page cover article in New York Times Magazine today on FSD and Musk. It's not as slanted as it might have been but it features 3 large color photos of crashed Teslas. The overarching theme is that drivers don't realize that FSD isn't level 5 and are therefor dangerous to themselves and...
  43. Thumper

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

    Bloomberg and Reuters, aka the usual suspects, are reporting Shanghai expansion plans on hold. Does anyone have reliable info on this, or is it just another FUD storm from two manipulators?
  44. Thumper

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

    Website shows 52 Model S in various trims available in Washington/Oregon. No discounts.
  45. Thumper

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

    Had resolved that I had all the TSLA I needed but couldn’t resist the sale and bought another 275 shares.
  46. Thumper

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

    Elon’s appallingly unwise retweet of a wild conspiracy theory regarding the crime against Pelosis will not do the stock price any good tomorrow. It is difficult to condemn it adequatly using civil language!
  47. Thumper

    Off topic galore

    Aesthetic taste is fully subjective. We have been conditioned by branding and high cost to assume that Rolls Royce is a style and taste leader so we are more inclined to see this interior as stylish. I find it ugly but at least if the baby's diaper leaks on the back seat, the stain won't show.
  48. Thumper

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

    Except it is not a settled matter. See What is the Plural of Octopus? - Ocean Conservancy