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

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My target SP for the year is $1,300 a share.

I wanted to add something about the Supercharging network that went unnoticed for me for a while. We bought the LR Model 3 because it gave us enough juice to get the ~180 miles (in all weather conditions) from our house to my MIL/FIL's place in rural VA. During COVID, we had gone down there once or twice, but no trips since the 4th of July. We were just down there about a month ago and I was shocked to notice that there are now two Superchargers (1 operational and 1 almost done) on the way to their house. It caught me completely off guard because it is not the type of area you would expect for them to be. The path we take to get to their house is very rural and there isn't much out there except some Sheetz gas stations (which happens to be where these chargers are), a military base, a coal plant, and a few wineries. Rarely, if ever, have we seen a Tesla on the way to their house.

Times are a changing, Tesla must have seen reason enough to blanket this area in them. I never in a million years expected it, but we will actually be using them over Easter.
Here in the AH I will anecdotally add that in the city of Munich three malls are each getting a 12-stall v3 (250 kW) supercharger (one is already open, 2/12 in use just now) - in addition to the superchargers along each Autobahn near the city. So it's not like Tesla is planning to leave any of the car market to the local auto makers. In fact, one of these malls is right next to the BMW HQ...
 
Montana. I actually beat Krugerrand to the punch in securing a mountain stronghold. I'll let you know when I know, in the next day or two
A Montana mountain was on the shortlist, but the spouse straight up refused to live there due to the Duttonโ€™s shenanigans.

But are you sure you beat me to the punch? I picked the mountain out last August. Regardless, congratulations!
 
Interesting! I wonder how difficult it would be to get around tire pressure variability? And then there is โ€œactiveโ€ suspension elements. It would be a really fun engineering challenge IMO.
Not sure the tire pressure matters within normal limits. There is the tire pressure sensor which will tell you at least that much.

Weโ€™re talking about tread wear right?

The sensor would be fixed but the tire will turn side to side as you drive. That would give you something akin to visual disparity. So you donโ€™t actually need an active sensor (maybe you need illumination) such as Lidar.

Tires rotate while you drive of course.

Iโ€™d think you could get a decent surface map with low-to-moderate spatio-temporal resolution imaging or pseudo-imaging.

As for suspension travel, you might be able to get by with just sampling within a relatively small band of travel gauged wrt to the wheel directly or to the road.

Thereโ€™s probably a lot of time to sample given reasonable rates of tire wear, unless you are interested in real edge cases.

However, Iโ€™m not an engineer by training despite having played a software engineer in Silicon Valley and working with and within technical teams (including auto R&D) through much of my career. Also, I think different, waaay different, so ymmv.
 
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A Montana mountain was on the shortlist, but the spouse straight up refused to live there due to the Duttonโ€™s shenanigans.

But are you sure you beat me to the punch? I picked the mountain out last August. Regardless, congratulations!
I mean I already live at mine and conduct firearms drills from the main deck daily in various states of sobriety. I understand construction for yours is still being planned, while all I have left to build on mine is the helipad.
 
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I was leaking coolant and got the turtle emoji and "reduced power" warnings. Nothing crazy and it was drivable. I thought it was just the super bottle
Deep sympathy! That looks so painful! I also got the Coolant low message a few days ago and had to scram to SeC today; still drivable. Leaking vents. On back order. Got a confusing spanking Audi A7 diesel rental (32 km on the odo) on insurance meanwhile. Can't wait to get back my trusty ole Lessmog! Must be patient for GF4 to build my next, a Y.

At least it was an (overly) exciting outing in the wild for a day. Can hardly wait to expose ourselves to the mad clamor of Metropolitan Mรถlndal and slide back to normality again! ;)
 
It wasn't Jerome who brought the SP up.๐Ÿš€

In actuality, it was the eariler poetry that was the catalyst. Just sayin' ;)

Jerome should get an honorable mention for the assist.

Youโ€™ve got some cajones, buster. Iโ€™ll admit I thought of your poem not-so-fondly when we were in the 660s today.
 
I mean I already live at mine and conduct firearms drills from the main deck daily in various states of sobriety. I understand construction for yours is still being planned, while all I have left to build on mine is the helipad.
Let us know if Hunter S. Thompson is hiding out with you. Sounds like a perfect intro to Where the Buffalo Roam, or Fear and Loathing in Las Vegas
 
Not sure the tire pressure matters within normal limits. There is the tire pressure sensor which will tell you at least that much.

Weโ€™re talking about tread wear right?

The sensor would be fixed but the tire will turn side to side as you drive. That would give you something akin to visual disparity. So you donโ€™t actually need an active sensor (maybe you need illumination) such as Lidar.

Tires rotate while you drive of course.

Iโ€™d think you could get a decent surface map with low-to-moderate spatio-temporal resolution imaging or pseudo-imaging.

As for suspension travel, you might be able to get by with just sampling within a relatively small band of travel gauged wrt to the wheel directly or to the road.

Thereโ€™s probably a lot of time to sample given reasonable rates of tire wear, unless you are interested in real edge cases.

However, Iโ€™m not an engineer by training despite having played a software engineer in Silicon Valley and working with and within technical teams (including auto R&D) through much of my career. Also, I think different, waaay different, so ymmv.

I'm wondering if they can deduce like tread wear by the performance of the tires?

How much they slip in particular weather conditions, the NN knows if the road is wet or dry, and how wet.,
The traction control / ABS knows if the tires are slipping.

A long term average of reduced grip in actual driving conditions is the best measure.

This doesn't need a camera, however in marginal cases a Robo-taxi or Tesla owner could visit a special drive through tire assessment bay at a service center,
The bay can have cameras and identify the car via WiFi/ Bluetooth.

The combination of these 2 approaches should give a very accurate estimate, and perhaps there is a learning feedback loop where the system can improve overtime.

Tesla can also partner Tire Makers to test specialist EV tires on Robo-taxis (longer wear, reduced rolling resistance)
The Tire Maker program is going to benefit for lost of accurate feedback data on real world performance, grip and wear.
 
Luckily I won't have to deal with this update as I just found out my 3 is probably battery-totalled due to running over a sharp rock...
I can't get that Plaid X fast enough now, this rental Nissan I'm composing this message from is a complete pos

Pics of the undercarriage. I really didn't think this was gonna be so bad. I saw the rock and chose to drive straight over it at about 45 rather than swerve or hit it with the tires. Shoulda swerved...

View attachment 645283View attachment 645284
View attachment 645285View attachment 645286

Yes I do have dashcam footage saved to my USB stick. I really liked this car. Truly a bummer
Didn't Tesla beefed up underbody protection shield 7 years ago with Model S? I thought they would be extra careful and added extra protection for Model 3 as well, regardless if Titanium was used or not.
Tesla Adds Titanium Underbody Shield and Aluminum Deflector Plates to Model S
 
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