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Since we have so many investors here, many of whom are frighteningly undiversified outside of Tesla.... How do you move past the inevitably that during the pursuit of FSD, Tesla will have crashes and deaths. This will be true during beta, while the driver is still technically responsible and afterwards when the vehicle is responsible. Mathematically speaking, there will be crashes and deaths no matter how good FSD is because no matter how many "nines" they get, crashes and deaths will always be > zero. The media will unfortunately eat these stories up. Just wondering what this inevitably does to our portfolios?
That's energy usage, not the services required to make them go. Residential will hold tons of margin potential as half the people move nearly all their consumption to home generated. The other chunk might source from community solar. There's a lot of waste in there that can be converted to future margin.Again, residential energy use is only a small slice of the pie.
An aluminum smelting facility will literally use the same power as a city of one million people. There are server farms that use the same electricity as a cities of a few hundred thousand. The grid isn't going anywhere.
The primary power source of future America will probably be fields of PV in the desert southwest.
I had the chance to write a whole page in a national (Italian) newspaper about Tesla battery day.
I tried to underline the importance of batteries, single-point-of-failure of the electric transition.
And explained Wright's Law.
Hopefully some folks will be interested in what Tesla is doing, beyond clicbait headlines.
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The same way I moved past the first fire, the first not-a-recall, the first GS/MS/Moody’s downgrade, the first lawsuit, the first funding secured, the first journalistic hatchet job, the first lie, the first ‘stock price is too high’, the first disappointing ER, the first demand has plateaued, the first ‘I did not inhale’, the first NHTSA review, and the first ‘AP was on’ death in a Tesla:
whiskey in hand
smile on my face
finger pushing buy
Correct, not a single button or key in sight.Thank you for that but I’m pretty sure Tesla isn’t making pianos.
That's energy usage, not the services required to make them go. Residential will hold tons of margin potential as half the people move nearly all their consumption to home generated. The other chunk might source from community solar. There's a lot of waste in there that can be converted to future margin.
I like to use sales cost in residential solar as a good example. There's $1.5B in completely counterproductive sales cost floating out there waiting for a home. And that's out of an immature marketplace. There isn't nearly that level of waste in utility or even commercial scale solar.
Tesla is going to crush that $1.5B in sales cost over the next 18 months, and retain 1/10 of it as pure margin.
I doubt they would have inked the deal if there wasn't at least a working prototype.
As well as, and I say this with no trucking experience, I have a feeling those Walmart trucks are not going around the country on random, mostly unpredictable paths like a consumer vehicle would. They may have specific routes between logistics depos, harbors and railway terminals, warehouses and Walmart stores.
In such a scenario, most charging will be done overnight at the base, but should there be a need for a few Megachargers, they will know along which routes to build those. Also, as the energy requirements of such a beast would be pretty significant with considerable lead time on the utilities behalf, I would think such work has already been in progress for many many months or years since the unveiling of the Semi.
"City documents suggest the project could be completed as soon as May 1, 2021. "
Too busy counting gains for FUD?
Got the mountain...working on the house to go on it.Stopped counting; can’t count that high. We count by island (or mountain), yacht, and tiki bar acquisitions now. The difference between counting singles vs counting 1,000 dollar bills.
Seems like today is going to be, like yesterday, another Friday. I wonder why the push down so early in the week.
I'm curious about something Gene says in this video and I've heard others say. He says this BD presentation was 9.4 on a 1-10 scale of complexity, while the autopilot day was 9.8.
Walmart Canada more than triples order of Tesla Semi TrucksAs per my TD account, Walmart is increasing semi truck order to 130 units.