General Discussion: 2018 Investor Roundtable

[SteveG3]

Dealers need a new Revenue Stream given EV's require less maintenance. ...

Charged EVs | Porsche plans to profit from charging, says Tesla Supercharger model is not sustainable

 

[jelloslug]

Porsche plans 500 fast charging stations across US

This proves that traditional manufacturers still don't understand how important fast charging really is.

 

[DurandalAI]

This proves that traditional manufacturers still don't understand how important fast charging really is.

I wonder how many people take long road trips in their Porsche? (Maybe in the Cayenne, but not any other.) I’m sure they’re not used to the idea of people doing anything more than day trips in a Porsche.

 

[jelloslug]

I wonder how many people take long road trips in their Porsche? (Maybe in the Cayenne, but not any other.) I’m sure they’re not used to the idea of people doing anything more than day trips in a Porsche.

It's supposed to be a grand touring car along the lines of the Model S. If it were a 2 door sports cars I could see that point but it's basically an EV version of the Panamera.

 

[Curt Renz]

Our friend Lora Kolodny pushing the negativity again
Tesla labeled toxic exposures, muscle strains and repetitive stress injuries as minor issues to make its safety record look better, report alleges

In one of Kolodny's several Twitter threads regarding this subject today, I posted a link to Tesla's rebuttal blog without adding comments of my own.

Link to Tesla's rebuttal blog: A Not So Revealing Story

In response, Kolodny has blocked me from reading or replying to her tweets.

 

[jelloslug]

In one of Kolodny's several Twitter threads regarding this subject today, I posted a link to Tesla's rebuttal blog without adding comments of my own.

Link to Tesla's rebuttal blog: A Not So Revealing Story

In response, Kolodny has blocked me from reading or replying to her tweets.

That sounds professional.

 

[dc_h]

StanphylQapital on Twitter

Hysterical.

 

[ke6jph]

This proves that traditional manufacturers still don't understand how important fast charging really is.

So as far as General Motors is concerned if you sell the Volt or Bolt GM ships out a level 2 charger as required equipment and charges it to your open tool account. That does imply that the dealer will actually install the charger........(we have a level 2 / dc fast charger sitting in the shipping box for over a year now with no intention to install it any time soon. I can see where the Porsche/ VW crowd would sit in the same boat). Our one old level 2 charger is not in a place that is available after business hours and not readily available to customers...........

 

[SPadival]

In response, Kolodny has blocked me from reading or replying to her tweets.

Welcome to the club! I wish I had said something to her before being blocked Lol

 

[Curt Renz]

Welcome to the club! I wish I had said something to her before being blocked Lol

Then I must be in fine company.

Below is my tweeted reply to Kolodny, which was merely a link to the Tesla rebuttal blog with no added comment from me. Nevertheless, Kolodny immediately blocked me from reading or replying to her tweets.

 

[geneclean55]

 

[Reciprocity]

View attachment 294691

Oohhh.. Sick Burn. What does Correlation and Causation mean anyway. Its gotta be something pretty bad.

 

[RobStark]

 

[Curt Renz]

View attachment 294691

It's apparently revealing that Kolodny implies Tesla's rebuttal blog was nothing of interest to her.

 

[mongo]

Oohhh.. Sick Burn. What does Correlation and Causation mean anyway. Its gotta be something pretty bad.

That just because Curt got banned immediately after post the Tesla link, he wasn't necessarily banned FOR posting the Tesla link...
And just because a bunch of people posted the Tesla link after Curt got banned, doesn't mean that they posted this link because Curt was banned.

Correlation : two things happening in temporal or physical proximity
Causation: one thing happening directly due to the other

 

[larmor]

That just because Curt got banned immediately after post the Tesla link, he wasn't necessarily banned FOR posting the Tesla link...
And just because a bunch of people posted the Tesla link after Curt got banned, doesn't mean that they posted this link because Curt was banned.

Correlation : two things happening in temporal or physical proximity
Causation: one thing happening directly due to the other

Quantum entanglement: the events are linked by a spooky connection.

 

[SteveG3]

hmm... so Lora is saying that Curt, of all people, was banned today for having sent her a "nastygram" in the past ("awhile back" in her exact words... leading to action today after Curt simply shared the Tesla blog with her via twitter???). obviously, I'm not in a position to know that Lora's asserted reason for the ban is false, but, having read Curt's posts for over 5 years, this sounds about as improbable as things get.

 

[Yggdrasill]

hmm... so Lora is saying that Curt, of all people, was banned today for having sent her a "nastygram" in the past. obviously, I'm not in a position to know that Lora's asserted reason for the ban is false, but, having read Curt's posts for over 5 years, this sounds about as improbable as things get.

Maybe he implied that she isn’t the best reporter in the world?

 

[SteveG3]

Maybe he implied with diplomacy, decency, respect, and politeness rarely seen these days that she isn’t the best reporter in the world?

fixed that for you : )

 

[EinSV]

Lora K's FUDticle seems to have done its job of diverting attention from increasing signs that the ramp continues.

A couple data points from the spreadsheet:

Reported weekly VINs in the last 12 weeks
Week Reported VINs
28 Jan - 03 Feb 2018 46
04 Feb - 10 Feb 2018 34
11 Feb - 17 Feb 2018 31
18 Feb - 24 Feb 2018 11
25 Feb - 03 Mar 2018 22
04 Mar - 10 Mar 2018 102
11 Mar - 17 Mar 2018 89
18 Mar - 24 Mar 2018 99
25 Mar - 31 Mar 2018 119
01 Apr - 07 Apr 2018 164
08 Apr - 14 Apr 2018 209
15 Apr - 21 Apr 2018 46

Reported monthly invites in the last 6 months
Month Reported invites
Nov 2017 82
Dec 2017 169
Jan 2018 344
Feb 2018 650
Mar 2018 713
Apr 2018 669 (1254/month rate)

Sample rate for VINs in Q1 was .0677, which translates to a production rate of 3087/month over the past week (209/.0677). Even assuming the sample rate has increased since Q1 due to higher participation the trend over the past few weeks looks very promising and together with other information suggests to me that production is now well above 2000/wk. Hopefully we get an update during the ER in a couple weeks.