2017 Investor Roundtable:General Discussion

[Cobos]

Norway PM Solberg Set for Election Win After Record Stimulus

Projected seat distribution (with 68.4% of the votes counted):

CENTER-RIGHT SEATS................................................................................. CENTER-LEFT SEATS
Conservatives 45............................................................................................. Labor 50
Progress Party 28............................................................................................. Center Party 19
Christian Democrats 8 ......................................................................................Socialist Left 10
Liberals 7........................................................................................................... Greens 1
............................................................................................................................Red Party 1
Total................. 88 ....................................................................................................................81

Per @Yggdrasill
Basically, ranking the parties by EV agenda as it relates to Tesla, it's roughly like this:

1. Green Party
2. Liberal Party
3. Socialist Left Party
4. Christian Democratic Party
5. Conservative Party
6. Progress Party
7. Centre Party
8. Labour Party

Yes it has been going back and forth between the conservative and socialist blocs. But now at 83% count it seems pretty sure that the conservative bloc will get the majority. The issue is if the liberals and the christian democrats both get above 4% (our magic limit). If one of them falls below the socialists gets the majority. And that was why the socialists were up about two hours ago. The liberals were at 3.95%. Currently they are at 4.2% so looking good for them.

So looking like no bigger changes in the EV incentives. Though the more important ones there is an agreement to not touch until 2020 anyway. So with Tesla eyes this election is much ado about nothing anyway.

Valgresultat for Norge

This link is to a dynamic page that shows the numbers. Blue is the conservative bloc and red the socialists.

Cobos

 

[WarpFactor3]

Just got of the phone with my father, who had his factory tour today.

Model 3 production is now on the production line not on the pilot line anymore.

Other then that not much to share, although he did manage to snap a picture of a VIN 313, which seems to be good considering that they still have 3 weeks to go to hit 1500.

This is the same car they brought to New York early last month.
Tesla brings a Model 3 to New York to sell its new bonds

 

[myusername]

This is the same car they brought to New York early last month.
Tesla brings a Model 3 to New York to sell its new bonds

damn... just... damn.

 

[AlMc]

A TMC friend sent me this from 'Reddit': It is the internet so 'who knows' but it relates to the new GM Bolt 'Cruise' AD

 

[bdy0627]

I disagree with the NTSB's comment about Autopilot being a contributing factor, "because it allowed the driver to go for long periods without steering or apparently even looking at the road..."

First, my understanding is that the instructions to activate the AutoPilot clearly state that the driver is expected to pay attention and keep hands on the wheel. (I don't have Autopilot, so please correct me if I'm wrong). So, the driver was not operating the vehicle properly.

Second, that same argument can be applied to cruise control on any other vehicle. For example, "The Cruise Control feature allowed the driver to go for long periods without touching the pedals, which resulted in the driver moving his/her foot away from the pedals and having a longer response time to get back to the brake pedal when needed."


My point of view is that the primary cause of the accident was the truck driver merging when the road was not clear. A secondary observation is that the Tesla driver may have been able to avoid the accident had he been properly paying attention as per the direction on operating the vehicle.

Thought exactly the same thing. How is this different than cruise control? Certainly that has been a "contributing factor" in some crashes. Is it considered partly to blame? No, because everyone knows the driver is responsible for driving the car, not the cruise control. I seriously doubt there would be so much debate about this if Tesla had called the technology "lane assist with adaptive cruise control." Oh well, it's not worth spending too much time on this as it really isn't going to matter at this point. Tesla has made the technology better (right???) and made the driver have to place their hands on the wheel much more frequently now.

 

[zdriver]

A TMC friend sent me this from 'Reddit': It is the internet so 'who knows' but it relates to the new GM Bolt 'Cruise' AD

View attachment 247137

Was Hacker News, not Reddit. One of our favorite tweeters even caught it.

E.W. Niedermeyer on Twitter
E.W. Niedermeyer‏ @Tweetermeyer
Some unconfirmed Autono-drama: a since-deleted (but archived) comment at Hacker News puts GM's Cruise on blast https://news.ycombinator.com/item?id=15221279 …

Someone with a throwaway (registered 30 min ago) responded just now to the archived comment -

tmpnam7280557 10 minutes ago [-]
This is accurate.

 

[30seconds]

I am also really enjoying the Bears current argument that Tesla has "big brother control issues" as demonstrated by their ability to unlock extra range for people in the path of a CLASS IV hurricane!

As if that isn't super next generation technology.

And that the GM EV sh!tbox of the day is going stop the Model 3

 

[jhm]

I am also really enjoying the Bears current argument that Tesla has "big brother control issues" as demonstrated by their ability to unlock extra range for people in the path of a CLASS IV hurricane!

As if that isn't super next generation technology.

And that the GM EV sh!tbox of the day is going stop the Model 3

On Twitter one guy tried to spin this as a bad because having the extra 15 kWh in the car meant "mpg" was compromised by the extra weight. Oh pity.

So I had to do the calculation on the difference between the 75D and 100D to see that the weight penalty was only about 5.3Wh/mile. So in 100k miles this might coat the driver an extra $64 in power. Small price to pay for an extra 50k miles of lifetime range, about 250k instead of 200k miles. Plus Supercharging is faster. So I'd say the negligible loss of efficiency is well worth the benefits.

 

[Mkorpal]

On Twitter one guy tried to spin this as a bad because having the extra 15 kWh in the car meant "mpg" was compromised by the extra weight. Oh pity.

So I had to do the calculation on the difference between the 75D and 100D to see that the weight penalty was only about 5.3Wh/mile. So in 100k miles this might coat the driver an extra $64 in power. Small price to pay for an extra 50k miles of lifetime range, about 250k instead of 200k miles. Plus Supercharging is faster. So I'd say the negligible loss of efficiency is well worth the benefits.

Does the guy think his Iphone weighs twice as much when it's fully charged?

 

[vgrinshpun]

Just got of the phone with my father, who had his factory tour today.

Model 3 production is now on the production line not on the pilot line anymore.

Other then that not much to share, although he did manage to snap a picture of a VIN 313, which seems to be good considering that they still have 3 weeks to go to hit 1500.

Can you elaborate, as there are two lines: one for body assembly prior to painting, another - general (final) assembly after the body goes through the paint shop. Confirmation of operational body assembly line would be more significant news.

 

[sundaymorning]

With literally thousands of pictures online involving empty gas stations that simply cannot handle the amount of people fighting over gas to escape Irma, I wonder what this means for EVs? You can plug it in anywhere and off you go. The super charger stations provide endless electricity. Outside of the super chargers we also have plenty of privately owned 30-40 amp chargers.

 

[Mkorpal]

With literally thousands of pictures online involving empty gas stations that simply cannot handle the amount of people fighting over gas to escape Irma, I wonder what this means for EVs? You can plug it in anywhere and off you go. The super charger stations provide endless electricity. Outside of the super chargers we also have plenty of privately owned 30-40 amp chargers.

I find this argument very weak considering 6 million people are without power right now.

 

[sundaymorning]

I find this argument very weak considering 6 million people are without power right now.

If they had left the city with their Tesla's there would be no worries, think about it genius.

And if they hadn't left, would you want want me to elaborate on powerwall/pack capabilities?

 

[30seconds]

If they had left the city with their Tesla's there would be no worries, think about it genius.

And if they hadn't left, would you want want me to elaborate on powerwall/pack capabilities?

Or, if I only had some giant battery on wheels in my possession.

 

[Yggdrasill]

Norway PM Solberg Set for Election Win After Record Stimulus

Projected seat distribution (with 68.4% of the votes counted):

CENTER-RIGHT SEATS................................................................................. CENTER-LEFT SEATS
Conservatives 45............................................................................................. Labor 50
Progress Party 28............................................................................................. Center Party 19
Christian Democrats 8 ......................................................................................Socialist Left 10
Liberals 7........................................................................................................... Greens 1
............................................................................................................................Red Party 1
Total................. 88 ....................................................................................................................81

Per @Yggdrasill
Basically, ranking the parties by EV agenda as it relates to Tesla, it's roughly like this:

1. Green Party
2. Liberal Party
3. Socialist Left Party
4. Christian Democratic Party
5. Conservative Party
6. Progress Party
7. Centre Party
8. Labour Party

95.1% of votes counted, and the results haven't changed much.

I've got to say, I'm quite pleased with the results. The only bad thing is that the green party didn't make it above the threshold, but other than that, I like that the Liberal Party got more power. Before, the Conservatives and the Progress Party needed *either* the Christian Democratic Party *or* the Liberal Party to have the majority, but now they need both.

This outcome reduces the likelihood that the Christian Democratic Party would break with the Liberal Party, and the Liberal Party would be frozen out. On the other hand, it also opens up the possibility that the Christian Democratic Party would switch blocks. If they join forces with the Labour Party, the Centre Party and the Socialist Left Party, that would also be a majority.

I don't expect any major changes, though. Erna Solberg will almost certainly remain Prime Minister, while there may be some changes in how the four parties divide power between them. The Liberals and the Christian Democratic Party have been supporting the current government, without being a part of it, but with both of these parties now being more important, they may want to be a part of the government. The big question is if they are willing to work that closely with the Progress Party. I'd guess the four most likely outcomes are:

- The Conservatives and the Progress Party form the government, with support from the Christian Democratic Party and the Liberal Party. (Like today.)
- The Conservatives form the government, with support from the Progress Party, the Christian Democratic Party and the Liberal Party.
- The Conservatives, the Christian Democratic Party and the Liberal Party form the government, with support from the Progress Party.
- The Conservatives, the Progress Party, the Christian Democratic Party and the Liberal Party form the government

We shall see over the next few days.

In any case, as long as the support of the Liberals is required, the EV policies should continue to be be quite good.

 

[Waiting4M3]

I find this argument very weak considering 6 million people are without power right now.

Sounds like an argument to have both EV and a Powerwall

 

[EnzoXYZ]

I find this argument very weak considering 6 million people are without power right now.

What's are these powerless gas stations using to pump gas?

 

[Krugerrand]

What's are these powerless gas stations using to pump gas?

Fairy dust. From unicorns.

 

[RobStark]

What's are these powerless gas stations using to pump gas?

every gas station in Florida has a dozen of these out back

 

[MartinAustin]

Frankfurt Auto Show has opened. BBC reporter said "as you'd expect, it's all about electric cars."

I find this incredibly puzzling -

Volkswagen believes Tesla is not a threat and plans to stick with diesel engines

<checks date... it is not April 1st...>