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  1. Johnny Ma

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

    That's good old captkerosene you're replying to. He probably has never owned a Tesla and probably doesn't want to. You won't get an honest answer from that person.
  2. Johnny Ma

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

    Bet they are giggling. I'd be giggling if I were there. The livestream was awful. I hate that I have to clear my throat, again, but the product is amazing. That's what I'm here for. But the livestream was awful, cat.
  3. Johnny Ma

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

    I'm complaining a lot. I have 5 cybertrucks on order. I don't remember what I wrote after the event, but I probably made a few posts. Feel free to search. I don't think I've deleted any. The complaints with the CYBRTRK were distinct from this event, imo. It was an unveiled vehicle that was...
  4. Johnny Ma

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

    Well, no. The awkwardness had nothing to do with my opinion. Been here with TSLA and Elon for a long time. Nothing new to me.
  5. Johnny Ma

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

    Cat, I'm an engineer. The model S refresh is amazing. The event was awful. Do we need to sit down and have tea to level?
  6. Johnny Ma

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

    Ambivalent on crypto, used to Elon being the worst presenter on the planet (it's kind of charming, now). Not used to the content of Tesla events being so underwhelming. Does anyone remember Battery Day?
  7. Johnny Ma

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

    Hated that event. Considering purchasing plaid S. Since we're in the investor's forum, guess we should worry more about how the darn cars sell than the optics. I really want to complain some more about how much I didn't like that awful, terrible no good livestream + event, but I won't.
  8. Johnny Ma

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

    Sorry, cat, for complaining some more but That was objectively the worst Tesla livestream I've ever seen. I've seen all of them and I've bothered my spouse about all of them before watching. They no longer question my reasoning for watching, because they know they cant's stop me. It's not...
  9. Johnny Ma

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

    No, cat, I'm just slow. I want that gosh darn vehicle badly now.
  10. Johnny Ma

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

    He's like 24 or something so I don't think we can "kid"nap him now. But even so, taking the man from wherever he might wish to be of his own volition would be rude and unlawful. Just tell him his sources suck.
  11. Johnny Ma

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

    Understand it's the best, but the communication all around it was complete *something*
  12. Johnny Ma

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

    That was easily the worst Tesla livestream I've ever seen. Communication this year continues to be terrible.
  13. Johnny Ma

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

    OOF. With 5 tri motor cybrtrks on order, I don't think I can afford an after market ebay'd plaid model S!
  14. Johnny Ma

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

    I budgeted a ton of time for the start of this show, factoring in Elon, so I'm just starting to party. Pitying all of you who drank too much already.
  15. Johnny Ma

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

    I cannot argue with personal/family decisions like this 👍👍👍
  16. Johnny Ma

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

    I know this wasn't directed at me, but I think Tesla has been absolutely horrible in general with communications this entire year. There may have been many mistakes made, but I can't tell because their explanations for delays etc. have not been helpful. Let me put this little nugget in here to...
  17. Johnny Ma

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

    Maybe they knew it would be canceled, maybe not. At some point the decision is made. I get that it sucks, as a customer, but you don't know at all that you were intentionally misled. Buy a roadster.
  18. Johnny Ma

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

    Surprised no one offered up product differentiation as a possible reason for cancellation of plaid+. Yeah, there's a steep jump in price between the formerly available plaid+ and the roadster, but since the plaid S is already so fast, does there need to be a +? I get the range differences, but...
  19. Johnny Ma

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

    He's not "all about timing the market." He sets a fair value for the SP, based on his model, and trades upon it. I do the same. TSLA SP just hasn't hit my number, yet, so I haven't sold. He's been buying as the stock has dropped...He sold pretty close to a top this year and then bought back in...
  20. Johnny Ma

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

    Gary's Tesla and TSLA opinions aren't very interesting to me. I don't feel I get a lot of new info from him. However, he's way more honest about his opinions on Tesla and TSLA than most. I respect that tremendously. He actually puts price points on the stock, based off of company fundamentals...
  21. Johnny Ma

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

    Used Tesla value (used cars in general, too) is crazy in the US right now. Selling one to buy another. Since we took delivery of a Y about 2 months ago, the entire process has once again changed for the better. Changes include better communication and informative materials for new buyers. Only...
  22. Johnny Ma

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

    I'm on the spectrum. My daughter is on the spectrum. I have pretty bad sensory reactions to certain regular sounds and unusually bad reactions to uncommon sounds. Neither my daughter nor I have issues in our Y. WTF is this BS about.
  23. Johnny Ma

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

    Got ~50% more than I expected when I sold a car for a new Model Y recently. Nice surprise. Sold to CarMax and they said they couldn't keep a RAV4 on the lot - demand too high. CUVs in high demand. Model Y is a CUV...
  24. Johnny Ma

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

    Rumors were that this was a SpaceX project. Sounds like the rumors were incorrect.
  25. Johnny Ma

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

    The Y isn't just a bigger Model 3, it's a whole new level of amazing Tesla car, isn't it? Now I know why Tesla expects it to be the best selling car by revenue in 2022 and by count in 2023. If you drive a lot on the highway, definitely get FSD. Autopilot is amazing, but Navigate on Autopilot is...
  26. Johnny Ma

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

    Indeed. Our best software engineers at my company have degrees in law...degrees these days mean less and less about a person's skill in a particular domain. It was probably always true that smart people in physics/chemistry/economics (not an exhaustive list) would also make stellar engineers...
  27. Johnny Ma

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

    i'm aware of peelen. he's posted many great analyses of Tesla. i never said there was anything malicious about the post. many people post with many different handles. it's fine. my point was, believe me or not, the person amplifying the reddit post is doing so without acknowledging that...
  28. Johnny Ma

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

    VERY interesting post. One thing that's a red (or pehaps yellow) flag for me is this reddit user posts on twitter under a different handle. And used to post here on ANOTHER different handle. And they're using their own accounts to amplify their own message without acknowledging they're the same...
  29. Johnny Ma

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

    You don't need help. That guy needs help.
  30. Johnny Ma

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

    I'm also confused about this. This is how my purchases have worked in the United States. ACH payment right through the website or send loan check (electronically or physically) to an address that comes from a PDF invoice on the Tesla website after logging in to your account.
  31. Johnny Ma

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

    The media are going to run out of cell provider/manufacturing combo rumors for the iCar real fast, at this rate.
  32. Johnny Ma

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

    The labor market is one of the explanations I've heard for not expanding and it makes the most sense to me. At least until recently, I heard they were on mandatory overtime in Nevada. There just aren't enough people there. Austin's much larger labor force is one of the reasons they chose their...
  33. Johnny Ma

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

    Your eyesight is far greater than mine. We need to get you hired to the Telsa Computer Vision Team.
  34. Johnny Ma

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

    It's likely I will be retire a few decades early because of TSLA and I plan to tutor in math and science for free. Haven't worked out the specifics, but maybe will do something at a public library.
  35. Johnny Ma

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

    I've turned many neighbors, family, and friends who are opposite myself on the political spectrum into Tesla Believers by emphasizing three things. American Engineered American Manufactured SpaceX (rockets are cool and "manly" - and Elon, the guy who runs Tesla, makes them) I'm well aware of...
  36. Johnny Ma

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

    Seems like Tesla will offer an adapter + app solution for non-Teslas to allow them to charge on the Supercharger network. This will require a Tesla account. Assuming this is true, Tesla will likely bring a lot of business to the Supercharger network from people who don't own Teslas. This will...
  37. Johnny Ma

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

    I don't think you've ever been to Idaho.
  38. Johnny Ma

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

    don't know how to quote embedded tweets @Mo City since the forum change but since we're sharing rumors... the plaid S has been on the streets for select customers for a couple weeks now, according to what i know. what i know came from an out-of-the-blue conversation with a family member. the...
  39. Johnny Ma

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

    Yes to the paint shop testing hypothesis. Can't think of a single reason why those frames would be imported otherwise.
  40. Johnny Ma

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

    An electric motor in reverse function is a generator. I guess that's not well known? You obviously know that, I'm just pointing it out. But feeding the energy of a decelerating 3-4thousand lb vehicle into a battery pack isn't easy...Tesla does it with ease because of their power electronics and...
  41. Johnny Ma

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

    Don't believe it's an actual disagreement. The phrase is 思想碰撞 which means "collision of thought." I interpret this as a marketing term to get clicks/eyeballs.
  42. Johnny Ma

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

    Could have given us a heads up. Very rude of you to not do so.
  43. Johnny Ma

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

    short term impact at worst. he's a moron.
  44. Johnny Ma

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

    The military base thing is not a big deal at all. I posted earlier that the tweet in Chinese was only about the interior cameras. Somehow, that got linked to military base ban. The tweet did not have any relation to a Chinese military ban on cars that are basically equipped such that they could...
  45. Johnny Ma

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

    From the tweet in Chinese, it's just talking about the interior camera. The ban on military bases is a different issue that was somehow tied linked to this, but maybe that's due to the fact that it has cameras at all.
  46. Johnny Ma

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

    Good catch. That's awesome. There are a number of sensors placed throughout the world to monitor air quality by various companies. My company subscribes to data feeds from some of those companies. Our data dorks (no offense @ZeApelido) are making *amazing* correlations between air quality and...
  47. Johnny Ma

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

    I feel the same. I think we mostly agree. If you ever venture down to Red Country, I'll buy you a drink and I think we'd see eye-to-eye on this. That's insane. The TAM for automobiles isn't infinite. My point was simply that the Mach-E isn't such a terrible POS that it wouldn't sell well if it...
  48. Johnny Ma

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

    Will do. Feel free to PM me if I forget. I got out of a hairy situation on the highway in my Model 3 because of its acceleration. Got it on dash cam. The ability to teleport your car out of danger is a great thing.
  49. Johnny Ma

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

    Fun weekend posts. You're all crazy people and I love you all even when you post things that drive me nuts. Took delivery of another Telsa today. A model Y. It's perfect. Spent a good 30 minutes laughing out loud at the options for sounds you can have played through the external speaker...