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

[amolina]

My opinion is that the main advantage individual owners using their Teslas as RoboTaxis is where the cars are located. (e.g. all over the place) This has the potential of being able to pick someone up within a very short time period (as opposed to Uber which sometimes never comes at all). Any centrally located facility means the pickup time is typically the distance between the facility and you, although sometimes you can get lucky and the car will be close by. Anyway, what I recall from Investor Day was that Tesla would only supplement individual ownership of RTs to fill gaps.

One of the coolest things about having autonomous Robotaxis is that you could predict demand in an urban area and pre place the fleet to have the least wait time for passenger, or whatever metric you would like to optimise for. Many ride hailers have such service, however their drivers will never be as obedient as their AV counterparts. They have many excuses like "ah well I have been driving for X years, I know where to go to get rides" or I don't want to go that part of the town due to congestion etc . In the case of AV's, you could predict and optimise and make the whole network super super optimised. We had models that would show 50%-75% reduction in Passenger pickup times (ofcourse it was only simulations with many assumptions)

At the boom and hype of AV's in 2017 and 2018, many startups like autofleet, fleetonomy, rideOS etc. focused on solving exactly that.

Source: I worked on optimization problems for fleet balancing for autonomous vehicle for a OEM and the UBER of Europe.

 

[ZeApelido]

U.S. upgrades safety probe into nearly 159,000 Tesla vehicles

 

[Unpilot]

U.S. upgrades safety probe into nearly 159,000 Tesla vehicles

Yeah no bias in this article...this is the blurb under the picture in the article:

"A Tesla Model S electric vehicle drives along a row of occupied superchargers at Tesla's primary vehicle factory after CEO Elon Musk announced he was defying local officials' restrictions against the coronavirus disease (COVID-19) by reopening the plant in Fremont, California, U.S. May 12, 2020. REUTERS/Stephen Lam"

 

[pz1975]

Yeah no bias in this article...this is the blurb under the picture in the article:

"A Tesla Model S electric vehicle drives along a row of occupied superchargers at Tesla's primary vehicle factory after CEO Elon Musk announced he was defying local officials' restrictions against the coronavirus disease (COVID-19) by reopening the plant in Fremont, California, U.S. May 12, 2020. REUTERS/Stephen Lam"

They left out the part where he’d also killed 3 puppies and fired everyone with a disability at his factory that day.

 

[EVortex]

They left out the part where he’d also killed 3 puppies and fired everyone with a disability at his factory that day.

They also conveniently left this out, as well - Warranty Adjustment Program.

 

[MP3Mike]

They also conveniently left this out, as well - Warranty Adjustment Program.

Yep, but if NHTSA decides it is a safety related problem they will demand a full recall instead of just a warranty extension. (So Tesla might end up needing a whole lot of the Tegra daughtercards.) But it sounds like Tesla has made software changes to try to avoid that. (If it detects it is near the end of life the MCU goes into limited functionality mode that displays only the rear view camera, sets HVAC to auto, so defrost works, and has changed how the turn signals work so that they should continue to operate.)

 

[dl003]

Doesn't look like CA's Purple Tier, the most restrictive tier, which Alameda just moved back into today, will restrict Fremont's operation. For the life of me, I can't figure out why "Manufacturing" is not important enough to be spelled out but oh hey, I'm sure Elon is gonna quietly comply if massage parlors and nail salons are allowed but Fremont isn't. The list of allowed businesses seems very reasonable:

• Appliance repair shops
• Auto dealerships, repair, supplies
• Banks, credit unions, other finance
• Barbers
• Body waxing
• Bookstores: at 25% capacity
• Car washes
• Childcare
• Clothing stores: at 25% capacity
• Convenience stores
• Dance studios: outdoors only where possible
• Day camps
• Doctors, dentists
• Drive-in theaters, concerts, events
• Dry cleaners
• Electrician services
• Electrology services
• Family entertainment centers (mini golf, batting cages, go-karts): outdoors only
• Farmers markets
• Florists: at 25% capacity
• Gas stations
• Government services
• Grocery stores: at 50% capacity
• Gyms and fitness: outdoors only where possible
• Hair salons
• Higher education
• Home furnishing stores: at 25% capacity
• Hospitals, urgent care
• Hotels
• House cleaning
• Heating, air services
• Janitorial services
• Jewelry stores
• Landscaping
• Laundry services
• Libraries: at 25% capacity
• Massage
• Movie theaters: outdoors only
• Museums: outdoors only where possible
• Nail salons
• Offices: essential businesses only
• Pet groomers
• Pharmacies
• Piercing shops
• Places of worship: outdoors only
• Plumbing services
• Professional sports: without fans
• Restaurants: outdoor dining, takeout only
• Retailers (other than called out here): at 25% capacity
• Shopping centers, indoors: at 25% capacity
• Short-term rentals
• Skin care
• Sporting goods stores: at 25% capacity
• Tattoo parlors
• Toy stores: at 25% capacity
• Yoga studios: outdoors only
• Youth sports: practices, camps only

 

[Prunesquallor]

https://www.washingtonpost.com/business/2020/11/16/sec-chairman-jay-clayton/

SEC chairman to step down at end of the year

"During his tenure, Clayton emphasized protecting retail investors and drew praise for tackling complex market issues.
...
One of Clayton’s most high-profile targets was Elon Musk, when the SEC sued him as chairman of Tesla for allegedly lying to investors when he tweeted that he had “funding secured” to take Tesla private, in September 2018.
...
Before the SEC, Clayton, a longtime partner with Sullivan & Cromwell, had never held a government position and had represented some of the biggest names in the financial world, including Goldman Sachs and Bill Ackman of Pershing Square Capital Management.
...
In a statement, the SEC cited several accomplishments under Clayton’s leadership, including rules that make it easier for businesses to raise capital in public and private markets and improved examination and enforcement programs.

Clayton didn’t address his future plans in the statement."

 

[Curt Renz]

Benzinga - hour ago: President-Elect Biden: We Talked About The Need To 'Own The Electric Vehicle Market,' Build Thousands Of Charging Stations

 

[FireMedic]

S/p?

 

[chiller]

https://www.spglobal.com/spdji/en//...0201116-1258362/1258362_tdec215addconsult.pdf

Tesla Set to Join S&P 500 NEW YORK, November 16, 2020: Tesla Inc. (NASD:TSLA) will be added to the S&P 500 effective prior to the open of trading on Monday, December 21 to coincide with the December quarterly rebalance. Due to the large size of the addition, S&P Dow Jones Indices is seeking feedback through a consultation to the investment community to determine if Tesla should be added all at once on the rebalance effective date or in two separate tranches ending on the rebalance effective date. Tesla will replace a S&P 500 company to be named in a separate press release closer to the rebalance effective date.

 

[dww12]

S&P
https://www.spglobal.com/spdji/en/d...362_tdec215addconsult.pdf?force_download=true

 

[elasalle]

$446?

Lucky day 3 Jan 23 440's today, 3 last week (Fri)

 

[Tslynk67]

 

[Cattledog]

https://www.spglobal.com/spdji/en//...0201116-1258362/1258362_tdec215addconsult.pdf

Tesla Set to Join S&P 500 NEW YORK, November 16, 2020: Tesla Inc. (NASD:TSLA) will be added to the S&P 500 effective prior to the open of trading on Monday, December 21 to coincide with the December quarterly rebalance. Due to the large size of the addition, S&P Dow Jones Indices is seeking feedback through a consultation to the investment community to determine if Tesla should be added all at once on the rebalance effective date or in two separate tranches ending on the rebalance effective date. Tesla will replace a S&P 500 company to be named in a separate press release closer to the rebalance effective date.

Amazing. Finally. Next thing you know they'll announce a Covid vaccine....oh wait....

 

[UCF3]

Christmas came early this year!

 

[Causalien]

Haha ya, came here to confirm the s&p rumour.

But it feels like a coincidence that the moment biden wins, tsla gets included and sec guy steps down. Almost as if the trump administration is the cause of all this.

 

[wipster]

I hope TSLA bulls can have a sense of humor.

This pic is hilarious

View attachment 609070

Und now ve dance...

 

[ZeApelido]

I'm so happy


that we don't have to talk about S&P 500 inclusion anymore!!

 

[MD70]

Finally !!! Anyone hazard a guess as to what the share price will be by the end of the year ?