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

Krugerrand

Is Cat
Jul 13, 2012
10,893
53,694
Tesla friendly place
Not sure how I feel about the supercharger opening up. Not super happy to have to compete for supercharging with people who bought cars, from the company started by Hitler and that gassed monkeys, just because they hate Teslas... But I guess it’s inline with Tesla’s long term goal and probably also has a lot of nice second order effects that will be hard to quantify. And I think we can try to read between the lines, maybe Tesla will greatly increase supercharger network buildout with their new supercharger factory in China, maybe 4680 will greatly decrease charging time, maybe this is the first step of making it easier for Tesla Destination chargers to be monitized etc.

Anyway I think it’s the right thing to do. It will complicate things and require some effort on the teams to deal with the new influx of customers, but in the long run will make the company stronger.
So, Tesla becomes the new Chevron/Texaco/gas station. Um, that seems like a good thing.
 

Hock1

Member
Jan 21, 2017
677
6,334
Ponte Vedra Beach, Florida
@Prime_Number @Lycanthrope and a few others
perhaps the above needs it's own thread
using BTC as some kind of synthetic dividend or "synthetic" stock partial split to "lightly braise, then utterly destroy shorts"
in a way that is legal, rapid as a lightning bolt out of a clear sky that instantly forces shorts hands
a "blue sky" discussion
As I have mentioned on numerous occasions, any scenario in which a new security is distributed to the rightful holders of the 954M shares of TSLA, will force the (illegal/naked) shorts to buy in, IMO.
 

Opus BC fan

TSLA long since 2011
Dec 9, 2012
588
5,877
At Large

MP3Mike

Well-Known Member
Feb 1, 2016
15,352
33,307
Oregon
I know you all may disagree like crazy but if this means a Rivian will be able to use the Supercharger network I am canceling my Cybertruck and ordering a Rivian. Rivian should have signed up with Tesla's Supercharger network right out of the gate. It is the only thing keeping me from buying one while I wait for the Cybertrucks to get all the early vehicle kinks worked out.
Because Rivian won't have any "early vehicle kinks" to work out? 🤣 Of course, they will have almost no service network to work them out with...
 

Krugerrand

Is Cat
Jul 13, 2012
10,893
53,694
Tesla friendly place
It's called "stating the obvious", of course the stock will dip if GF4/5 are delayed, you don't need to read an analyst note to understand that

I suspect part of the reason we're in the doldrums now is that the S&X are late. Even worse than that, we get zero communication from Tesla as to why that's the case, which makes it even worse

TBH, I think this is very poor from Tesla's side. I understand they don't want to engage in BS PR, but some transparency on some things would be very helpful. Same goes for the chip shortage, is Tesla impacted, yes, no, a little bit? Right now, as they say nothing, the assumption is they are

Tesla do so many things well, but this is not one of them
I don’t actually think it would matter. The media and bears would still headline and spin it the way they want; negative.

It might help you and it might help people with cars on order, but you’re kidding yourself if you think Tesla telling the world we’re short parts and the S is delayed because (insert whatever reason you want) is somehow going to be considered a positive for the media/analyst spin and thus SP.
 

FireMedic

‘20 3P-Red Rocket & ‘20 LRX-Falcon Heavy
Jan 26, 2020
251
3,523
Bay Area, Ca
I know you all may disagree like crazy but if this means a Rivian will be able to use the Supercharger network I am canceling my Cybertruck and ordering a Rivian. Rivian should have signed up with Tesla's Supercharger network right out of the gate. It is the only thing keeping me from buying one while I wait for the Cybertrucks to get all the early vehicle kinks worked out.
You don’t think Rivian might just have some new vehicle kinks too? C’mon, is rivian somehow now some established reliable brand?
Also, Rivian announced their own SC network already, so...
Then there’s that Musk/Bezos friendship.
I think Rivian is least likely to be part of the SC network.
 

buttershrimp

Click my signature to Go Mad Max Mode
Jun 17, 2017
2,950
7,316
ATX
The folks who should be on their knees thanking Tesla are the Taycan drivers. Now they won't have to sit at Walmart waiting for EA to trickle-charge their Porsche.
Nothing worse than the polite conversation with a taycan owner to say, “yes I hear it’s a nice car”. And I’m thinking “which truly sucks compared to a 5 year old Performance S... but here is your pity compliment anyway ....“
 

dl003

Active Member
Nov 22, 2019
1,435
12,426
Texas
So, Tesla becomes the new Chevron/Texaco/gas station. Um, that seems like a good thing.
I think it's more like an iMax/Cinemark equivalence since Tesla doesn't monopolize electricity like gas stations do with gas. On the other hand, you can watch a DVD at home or you can pay a premium to go to the theater which is fine IMHO.
 

scaesare

Well-Known Member
Mar 14, 2013
8,277
13,340
NoVA
Interesting. They'd have to put the circuitry and firmware in the adapter to spoof the SC into thinking it’s the equivalent of a Tesla VIN.
I suspect this is not the case... unless something has changed recently, although the car VIN was passed to the Supercharger, it didn't appear to be used for any validation on the Supercharger side.

And even if it were, Tesla would be more likely to simply change the VIN # validation rules on the Supercharger side, rather than spoof the VIN in the adapter.
 
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thx1139

Member
Aug 1, 2014
921
2,246
Lemont, IL
In the Netherlands incentives become less great every time we cross Jan 1. So there is a great rush to buy Teslas in December. My reading of the chart is that Tesla has downprioritized the Dutch market in Q1. Perhaps Tesla found another country more worthwhile. We should know soon.
Everything is down in Netherlands big time for Q1.

Last year 6 manufacturers had more then the top manufacturer this year. This year for Q1 the top manufacturer is KIA with 303 so far. Last year the worst of the 6 was SKODA with 424. Did Netherlands change laws/incentives about EVs? Is it a delay in the reporting?

Got my info from https://eu-evs.com/
 

TheTalkingMule

Distributed Energy Enthusiast
Oct 20, 2012
6,800
24,446
Philadelphia, PA
absolutely. Additionally during longer charging time, they will have to stare at the numerous Teslas going in and out. In a crowd, we all have the subconscious need to fit in, so their desire for Tesla’s will grow. Not to mention if they are socially apt, they can talk w the many happy tesla owners - check the various tesla models out etc. Again making the conversion easier - since they already checked out the vehicle w/o having to go to a tesla showroom.

Even more options with: Tesla supercharger station marketplace, coffee shops, etc
I'm verging on a 180 for my stance on charging given all this conversation around non-Tesla's at supercharger locations. I assumed Elon would be happy to move on from charging and leave it primarily to the "Android sector" to build out the ACME Charging Network. But all these posts got me thinking:

1) There's massive, likely underappreciated, value in the captive audience at charging locations. It's valuable for gas fill-ups by the riff raff, how much more valuable is it with 5-10x the stay duration by almost exclusively well-off early adopters?

2) The Biden infrastructure plan is likely making it mandatory for Tesla to open up to all vehicles or they get nothing. If that's the case, then you either dramatically slow or dramatically ramp your expansion of the supercharger footprint. We can now guess which way Elon is leaning.

Great move considering all the ancillary Energy benefits we're not even thinking of yet. If superchargers and Tesla solar/Powerwall customers are everywhere, pretty soon you can be aggregating excess solar supply and selling directly to EV owners. Eventually you'd be able to bypass a lot of middlemen and take all the profit.

And to think just yesterday Cramer was advocating a rotation into "safe" utilities and Chevron. Lol!
 

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