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

[MikeAtkinson]

Day 200 of Gigafactory Austin build, this video shows the progress from day 100, then a more general overflight.

 

[truwa]

Has anyone ever thought about a possibility of a collab between Apple and Tesla?

Tesla has 4680 and its patents. Tesla already has the pilot production line running.

High volume battery production the world has never seen before with dry-electrode process.

7x more production speed in 10x less space with 70% less investment cost.

The machinery for production is also produced and patented by Tesla.

It is game over people.

All Apple trying to do is to be a player in autonomous driving with their own data collecting fleet. Unless, of course, they have a new battery production technology that is as good as 4680 while costing less. Even with that, they will be simply too late. 2025 is simply too late.

Tesla would (and should) show the door to Apple.

 

[MikeAtkinson]

Powering up: UK hills could be used as energy 'batteries'

Smaller scale pumped hydro which should be cheaper and have far more potential sites than traditional pumped hydro. Potential competitor to Tesla battery storage. It will loose out to batteries in being slower to react, and to traditional pumped hydro (where available) due to smaller capacity. Civil engineering and planning delays probably means that this can't be deployed quickly.

 

[Nocturnal]

Not to worry, I live in Austin. It’s all good, there is plenty of everything.... plenty of housing, top talent, ample Mexican free tail bats, music. It’s amazing.

Torchy’s just came to KC and I’m very happy. Ours even has a full bar with great margaritas. I know this is OT but tacos are important.

 

[lascavarian]

I think StarLink might play a part in Apple’s plans. They could buy quite a large position at IPO time. They have ability for proprietary chips. If they actually have some some sort of FSD IP, a chip and a global network, then they could have a compelling position for some sort of deal with a metal bender.

And now Hyundai denying talks with Apple in regulatory filing.

 

[cliffski]

Apple has enough cash to do whatever the heck they want, at least for a while. There is no stopping them to try EV.

Nobody has been stopping them for over a decade, and yet they have done...
absolutely...
nothing.

I don't want tesla to have *anything* to do with the tax-avoiding, outsourcing, marketing-focused out-of-ideas people at apple.

 

[MABMAB]

It would be nice if the Apple wackadoodles would take their fancy math the way of Turing.

At the very least, start a conspiracy/rumor/innuendo/hope thread and chew the fruit over there.

 

[dl003]

And you are not getting what I'm saying either. I'm saying that from a strategic point of view, it makes sense for Tesla to make Apple EVs. Sure it doesn't make money on the software side of things, but it will ultimately benefit from the hardware side as Apple EVs give TSLA more scale and more bargaining power with its suppliers.

Tesla mission is never about selling the MOST Teslas... it's about moving to sustainable energy. And if we stay too focused on selling Teslas and making money off its software... wouldn't Tesla just lost its way by going that route? Apple moving toward EV is good. When the most valuable company in the world (well, up there with Aramco) goes EV, it speaks volume.

It has enough financial power to find someone to make their EVs to their spec. And I think why not Tesla? If they go to another company... say GM/Hyundai... whoever... those company just got that "backing" from the most valuable company on Earth when bargaining with suppliers... making Tesla's bargaining that little harder.

Why do you people keep referring to AAPL as the big bad wolf? TSLA is the big bad wolf. AAPL is yesterday’s news. You just havent realized it yet.

 

[zzziii]

Source tweet: https://twitter.com/JayinShanghai/status/1358699160808148998
Link to entire list: 42Mark - an independent ADAS benchmark - 42HOW

 

[kanweg]

Tesla SP crashing in Europe because of CN sales numbers. Troy explains on Twitter that this is normal, like October last year.
Sales != production. Cars on ships from CN will be sold but aren’t counted yet. For those that like buying dips, the shares are on sale.

 

[Chenkers]

I'm also seeing links in my IB feed to a Reuters article about Chinese officials meeting Tesla over quality issues. Sorry I can't find the article to link but it seems to coincide with the pre-market dip.

 

[zzziii]

The drop might be related to this too:

Link: https://twitter.com/LiveSquawk/status/1358750040815251460

 

[Lycanthrope]

There's the 10-K tsla-10k_20201231.htm

 

[Right_Said_Fred]

Tesla SP crashing in Europe because of CN sales numbers. Troy explains on Twitter that this is normal, like October last year.
Sales != production. Cars on ships from CN will be sold but aren’t counted yet. For those that like buying dips, the shares are on sale.

Crashing? We are at -0,38% in pre-market. Can we keep things in perspective please?

 

[lascavarian]

CNBC reporting Tesla has 1.5B in Bitcoin.

 

[UncaNed]

Tesla SP crashing in Europe because of CN sales numbers. Troy explains on Twitter that this is normal, like October last year.
Sales != production. Cars on ships from CN will be sold but aren’t counted yet. For those that like buying dips, the shares are on sale.

That aged poorly.

 

[Singuy]

CNBC reporting Tesla has 1.5B in Bitcoin.

Is this a good thing because?

 

[Artful Dodger]

Crashing? We are at -0,38% in pre-market. Can we keep things in perspective please?

Lol, the "7 am Cowboys" who like you to believe it is...

Cheers!

 

[HG Wells]

Pretty big swings in premarket.

 

[Kpls]

CNBC reporting Tesla has 1.5B in Bitcoin.

It's mentioned in the 10-K, interesting.