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

[ByeByeJohnny]

“Austin is going to be the biggest boomtown America has seen in the last 50 years” Musk on Rogan.

When I first visited Austin in 1990 it had less than 500k people. Now it has over 1 million. It's been a boomtown for at least 30 years.

I think I read somewhere a few years back that it's been the fastest growing (percentage wise) major US city for even longer.

The fact that it is already a great city is the under laying reason why Tesla ended up there. Elon actually said that Austin was where the employees wanted it. Very few places not on the coasts where techies will consider moving.

 

[insaneoctane]

I don’t watch him very much, I found his video entertaining but have low information bandwidth.
But this one he actually did make a good point.

The Vegas boring loop is going to be a huge Trojan horse for Tesla, everyone who goes to Vegas and tried the loop would have installed Tesla app, and many of them could be riding in a Tesla for the first time. This could bring in more car sales and makes TN rollout smoother to onboard users.

Another thing he mentioned is once Tesla got those cars operating autonomously for a while, it would give regulators confidence to approve them to operate on the roads, but it seems he is not aware there are many states already allowing autonomous cars on the road.

This was a great video.
It really makes me want Tesla to absorb the Boring company. Watching the video and seeing all the Tesla press, it sure seems just as synergetic as Solarcity was.

I will caution this: Once the loop includes the strip/casinos, AI using the interior camera better get really good at recognizing when a drunken idiot pukes all over the interior and take itself out of service BEFORE the next passenger slides into a Tesla their very first time!

 

[StealthP3D]

Unless you are bringing your own tools and materials (e.g. small job site), there's no reason to drive the expensive pickup.

Does that apply to the grocery store as well?

 

[Rarity]

In Wu Wa's latest video he opens with new construction starting to the east of the factory, which is in addition to the anticipated southern land expansion that has been mentioned recently. It's a bit tricky to get it into view with the current factory, but in the top left of the photo you can see the current north east building under construction. I wonder if this is Tesla related, and if so it looks large enough to be another phase expansion - Maybe Semi, cybertruck or batteries.
View attachment 652897
Video below for reference

And you buried the lede. 31 car carriers at the plant.

 

[reardencode]

Seattle Model 3 owner here and the auto sensing is trash. All you need to do is drive through a storm at night. The camera can't see the rain and the wipers never come on unless you drive under a street light and then they come on when the camera can suddenly see the rain but then they stop shortly afterwards when they can't see it again.

Also often they go from completely stopped to the fastest wiper speed even with only light rain. They don't seem to have a good idea of the amount of rain so they tend to be overly aggressive when it's not necessary.

Good to know - I haven't driven in the rain in the dark much yet. Yuck.

 

[AudubonB]

An interesting but, for me, wholly unattractive motif that has been running through the pickup truck discussion over this weekend has been an attitude of "I know what a pickup owner needs and it's not "that"; it's "this" and "this" occurs at such a frequency that that person doesn't need a pickup".

Holy smokes! I know what this thread needs.....and it sure isn't that!

 

[StealthP3D]

It was one hell of a PR risk move to build in the state that was the most reticent to let Tesla sell his cars directly to consumers.

Has this promise of thousand jobs creation changed the view of Tesla by the legislation makers? Will they allow Tesla to finally sell directly to customers?

Of course. Now that Tesla will be becoming a real American car manufacturer, they will finally be allowed to sell cars in Texas. Just as they currently allow with Kia, Hyundai, Toyota, Honda, etc.

 

[Artful Dodger]

I saw a white Model X driving through the staging area in the full video. (1:29) Can't tell if it's a refresh though.

Yeah, this tenatively could be the first sighting of a refreshed Model X:

• difficult to see the front splitter (lo-rez) but maybe a nose-job
• black trim around windows (chrome-delete)
• Gerney spoiler (wickerbill) at rear (org. X had a separate raised airfoil)
• this could be a Plaid X (due to the spoiler)

h/t @gabeincal

Cheers!

 

[Thumper]

Seems like ranging could be accomplished by comparing image size between two lenses of known focal length.

 

[⚡️ELECTROMAN⚡️]

An interesting but, for me, wholly unattractive motif that has been running through the pickup truck discussion over this weekend has been an attitude of "I know what a pickup owner needs and it's not "that"; it's "this" and "this" occurs at such a frequency that that person doesn't need a pickup".

Holy smokes! I know what this thread needs.....and it sure isn't that!

True it’s not nearly as exciting as the wiper discussion.

 

[StealthP3D]

Seems like ranging could be accomplished by comparing image size between two lenses of known focal length.

A cropped wide angle shot has exactly the same perspective as a telephoto shot of the same frame. Without knowing the size of the object the distance cannot be computed this way. If the size of the object is known, then only one lens of known focal length is required to determine distance.

 

[JustMe]

Yeah, this tenatively could be the first sighting of a refreshed Model X:

• difficult to see the front splitter (lo-rez) but maybe a nose-job
• black trim around windows (chrome-delete)
• Gerney spoiler (wickerbill) at rear (org. X had a separate raised airfoil)
• this could be a Plaid X (due to the spoiler)

h/t @gabeincal

View attachment 652946

View attachment 652947

Cheers!

I’m sort of disappointed... Why did Tesla make such a blurry car?

 

[SOULPEDL]

No one knows, but there are many people who purchase cars on impulse, need a car right now because the previous car just got totaled, want an immediate test drive, want financing through the sales place, etc. I'd guess the number could be anywhere from 10% to 30%, but we'll never know.

I've been impulse buying Vehicles since my first real job, and still do it today with Tesla especially. I bet it's closer to 30 because it's an enigma to most so they go all mission on the purchase once triggered.

Back in 2016, I went to the mall. A newbie here and with investing, I stood in line with a lot of eclectic people like us, and handed Tesla $1,000 for the first Model 3 LR, sight unseen. At least I sat in a Model Y, but the choices became severely limited after having owned what I thought felt like a go-cart and was only getting newer with each day. Then my ICE problem was solved

Cyber won't need a test drive. It has new utility I would love to experience. It might not even need delivery as I Summon the darn thing from the App... for all we know. Is that impulsive? Maybe.

 

[SOULPEDL]

I’m sort of disappointed... Why did Tesla make such a blurry car?

Too fast for other cameras who are intimidated by PureVision. Poor thing.
I see an integrated spoiler in the rear. A shape that swoops up like a spoon.
I don't know, it's also blurry.

 

[Johnny Ma]

Yeah, this tenatively could be the first sighting of a refreshed Model X:

• difficult to see the front splitter (lo-rez) but maybe a nose-job
• black trim around windows (chrome-delete)
• Gerney spoiler (wickerbill) at rear (org. X had a separate raised airfoil)
• this could be a Plaid X (due to the spoiler)

h/t @gabeincal

Your eyesight is far greater than mine.

We need to get you hired to the Telsa Computer Vision Team.

 

[j6Lpi429@3j]

I’m sort of disappointed... Why did Tesla make such a blurry car?

to hide the panel gaps, obviously.

 

[MartinAustin]

Forgive me, I'm about 30 pages behind, but perhaps this didn't get posted yet:
Assets Have Tanked at Two of the World’s Biggest Short Sellers (ft. Chanos)

 

[Chunky Jr.]

Does anyone know where any TSLA forecast models reside on the web?

maybe this has some of what you want? there are community forecasts

HyperCharts 📊

HyperCharts is a financial data visualization platform that provides fundamental financial and business metrics of popular stocks like Tesla, Apple, Amazon, and even Bitcoin! We make understanding the data behind your favorite companies simple, easy, and fun.

hypercharts.co

 

[Cherry Wine]

Yeah, this tenatively could be the first sighting of a refreshed Model X:

• difficult to see the front splitter (lo-rez) but maybe a nose-job
• black trim around windows (chrome-delete)
• Gerney spoiler (wickerbill) at rear (org. X had a separate raised airfoil)
• this could be a Plaid X (due to the spoiler)

h/t @gabeincal

View attachment 652946

View attachment 652947

Cheers!

I'm not so sure that's black trim. If it is, I think you can definitively say this is a refresh. Also, rear spoiler on the refresh looks the same to me per photos on the website - I don't think they've changed the design. The fact that it looks like the vehicle in the video has a wickerbill is, I think, a trick of the light / low-resolution.

I am curious if @gabeincal can pull up his 4K source files and see if this vehicle has black trim, though.

 

[jerry33]

Does that apply to the grocery store as well?

No because the grocery store is only a few blocks from home, so there's little expense even in the 8 mpg truck. Going to the Austin construction site is going to be a lot further and so will have a lot more fuel expense.