whispers? The land bridge to EU is already open and operational, from my understanding and the clips I’ve seen about it.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
whispers? The land bridge to EU is already open and operational, from my understanding and the clips I’ve seen about it.
Mo City
Active Member
This is especially relevant to me now because we just got our second Tesla. However, my son's dinosaur remains on our policy.
I’ve created a new thread for the SBLOC: extra cash by borrowing against assets discussion (16 posts)
petit_bateau
Active Member
Yes, it is operational. Has been for many years. I shipped product UK >> CN by rail last week.
At present railfreight is more expensive than seafreight, but about twice as fast.
Words of HABIT
Active Member
Oil companies facing the moment of truth.
- European oil companies, BP, Shell and Total, pivoting away from oil and gas to renewable energy.
- US oil companies Exxon Mobil and Chevron are digging in their heals with oil and gas.
They both can't be right.
Who will win?
Hint: in 2020, Exxon was booted out of the DJIA last year and lost $22.4B
Big oil companies are facing the moment of truth. The stakes couldn't be higher - CNN
- European oil companies, BP, Shell and Total, pivoting away from oil and gas to renewable energy.
- US oil companies Exxon Mobil and Chevron are digging in their heals with oil and gas.
They both can't be right.
Who will win?
Hint: in 2020, Exxon was booted out of the DJIA last year and lost $22.4B
Big oil companies are facing the moment of truth. The stakes couldn't be higher - CNN
ByeByeJohnny
Active Member
Obviously goods come in with different transportation methods. But Elons not gonna be able to change that most goods will come on semis/containers that are unloaded from the end. There's a reason for this. It saves space. Not sure why you think leaving the container while the truck takes off is expanding on efficiency, that's how it's done at most factories in the world. Take a look at some Shanghai videos. That's how almost every loading dock is used. Which is much easier to handle if it's unloaded straight onto a floor that is level with the rest of the factory.
Is it possible that 'some' transport of gods could be done on trailer and/or container with some specific materials into the inside of the factory? Sure. Especially from the south side where there are still no pillars every 30 feet or so.
Also, when there was talk of an internal loading road one of the reasons given, by Elon himself if I remember correctly, was that they didn't want any loading docks to be visible from the outside. That part they have already given up on.
Words of HABIT
Active Member
All this talk of Apple coming out with an EV is rubbish. We all know you can't make a car without Windows.
Seriously, my take is that Apple has no intent of coming out with a "car" to sell to consumers, but rather a "car as a service" to sell to consumers. Apple's driverless EV robotaxi will compete against Waymo's, Tesla's and other robotaxi services when available. With this arrangement for Apple, they only go after the high premium profits, its customers will maintain the Apple customer experience and connectivity where they will control the content of the car and make money on advertising off their car screens to compliment the ride cost itself. Apple's chosen manufacturer (latest rumour is now Nissan instead of KIA/Hyundai) will become irrelevant, as Apple will maintain all control. There will be no bad press on customers servicing their cars as Apple will do all the servicing itself through the manufacturer. No one will scrutinize for panel gaps on cars they do not own. Apple will control the entire narrative of the car and customer experience. And best part for Apple is that they will not compete against Tesla in selling cars, because they already know they are 10 years behind and that Window has now closed.
Seriously, my take is that Apple has no intent of coming out with a "car" to sell to consumers, but rather a "car as a service" to sell to consumers. Apple's driverless EV robotaxi will compete against Waymo's, Tesla's and other robotaxi services when available. With this arrangement for Apple, they only go after the high premium profits, its customers will maintain the Apple customer experience and connectivity where they will control the content of the car and make money on advertising off their car screens to compliment the ride cost itself. Apple's chosen manufacturer (latest rumour is now Nissan instead of KIA/Hyundai) will become irrelevant, as Apple will maintain all control. There will be no bad press on customers servicing their cars as Apple will do all the servicing itself through the manufacturer. No one will scrutinize for panel gaps on cars they do not own. Apple will control the entire narrative of the car and customer experience. And best part for Apple is that they will not compete against Tesla in selling cars, because they already know they are 10 years behind and that Window has now closed.
You mean Apple will stick to their core i-bis?All this talk of Apple coming out with an EV is rubbish. We all know you can't make a car without Windows.
Seriously, my take is that Apple has no intent of coming out with a "car" to sell to consumers, but rather a "car as a service" to sell to consumers. Apple's driverless EV robotaxi will compete against Waymo's, Tesla's and other robotaxi services when available. With this arrangement for Apple, they only go after the high premium profits, its customers will maintain the Apple customer experience and connectivity where they will control the content of the car and make money on advertising off their car screens to compliment the ride cost itself. Apple's chosen manufacturer (latest rumour is now Nissan instead of KIA/Hyundai) will become irrelevant, as Apple will maintain all control. There will be no bad press on customers servicing their cars as Apple will do all the servicing itself through the manufacturer. No one will scrutinize for panel gaps on cars they do not own. Apple will control the entire narrative of the car and customer experience. And best part for Apple is that they will not compete against Tesla in selling cars, because they already know they are 10 years behind and that Window has now closed.
Carl Raymond
Active Member
Maths tells us: that can only be true after the point where the world market for robotaxis is saturated. Until then, a Tesla working all hours will displace more fossil fuels than a Tesla working just a few hours per day.
Yes, we must enjoy this guilt free period of private ownership of electric mobility. It may not last long.
So, these call options are expiring this coming Friday Feb12th.
But buying a 100 of these isn't that much money
But buying a 100 of these isn't that much money
insaneoctane
Well-Known Member
I need a little help appreciating Tesla insurance model and upside if someone is willing to explain it... I am being serious.
I got a quote from Tesla that was approximately 30% higher than what I’m paying. Granted, I have both a multi car discount as well as multi policy discount that helps my current price, but I think many do. How exactly is Tesla insurance going to disrupt the industry?
I got a quote from Tesla that was approximately 30% higher than what I’m paying. Granted, I have both a multi car discount as well as multi policy discount that helps my current price, but I think many do. How exactly is Tesla insurance going to disrupt the industry?
My understanding is that in many places insurance companies really jack up the price. Also with Tesla's telemetry, they can have better control over the premium to accident frequency ratio so there is the potential for reduced rates compared to other companies. It will be more evident when there are more FSD Teslas out there.
TL;DR - Telemetry mitigates risk
I see this as a simple calculation of
A: the cost to repair/replace/refund a bad driver (aka not FSD) over the course of a time period
B: the amount of money that bad driver pays for car insurance.
A<B
Currently B might be higher in some cases than traditional auto insurance, however the cost should continue to go down as the telemetry goes up, therefore the amount of profit you make stays the same and you are able to continue to reduce the price.
Eventually the price goes down far below that of traditional auto insurance while also making bad drivers better (aka safer).
By that logic - why do Tesla sell cars in Norway? Robotaxis won't work here half the year. Snow and slush make the autopilot blind. So much better then to restrict sales to areas with a milder climate? So that the cars can work all the time and not only a few months per year?
Artful Dodger
"Neko no me"
The Chinese New Year's holiday is Feb 12-22, 2021. Giga Shanghai will be shut down over that period (indeed most of the country), as it was last year, as it is every year.
Cheers!
Artful Dodger
"Neko no me"
Indeed, it is exactly those profits from selling those cars that will give Tesla the cash it needs to purchase robotaxis on an ongoing basis.
For instance if Tesla achieves say 25% profit after all expenses, they can either pay income tax OR purchase robotaxis with that money. Which grows the companies revenue faster? Which approach accelerates the mission?
IMO, Tesla will plow its excess profits into a product line that generates ongoing revenue. Tesla was designed to be self-funding on growth from the first days. This is how they do it for robotaxi.
Cheers!
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