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

[juanmedina]

OT: Tesla sandbagging as usual the Model S Long Range is faster and probably quicker than the Model S Performance. Tesla is holding power off the line, 1.9-1.8 60' is terrible. Best trap speed 129.75mph on a 10.869sec run:

I assume there will be a performance upgrade down the road

 

[DragonWatch]

Forward Observing:

Fantastic thing about the human mind we can make ourselves believe anything as the truth.

Yesterday, we stopped to feed our addiction of fresh fruit. Raspberry’s and ~ well I call them blackberry’s, they call them marionberries, some call them boysenberries. Bottom line, I noticed a Model Y drive in to the parking lot. Time wise, I assumed the driver had time to arrive in line, so I asked if she drove in the Model Y. No, she said and replied, but we have a vintage “T-bird.” A moment passed, and she asked, “what is a Model Y?” I greened, but before I could answer, the the fruit stand gal answered, “they are all electric cars, I have a Model 3, and my current boyfriend has a Model Y!” That my friend, is why Tesla sells electric cars like no other, quarter, after quarter ~ despite the FUD. I’ll almost bet you she will find out more about Tesla’s and . . . Grabbed our flat and a half before heading to breakfast.

 

[S3XY]

All relevant info is highlighted, FUD for CT starting....Bullish signal that everyone is scared sh1tless.

Opinion: Tesla's Cybertruck Will Be Company's First Flop

Tesla’s Cybertruck is in the news again, thanks to some (on paper) comparisons between it and the Rivian R1T and news about a deal with Samsung for cameras for the truck.I’ve been thinking this for quite some time — since the unveiling, really — and the more I see the truck in the news, the more...

www.thetruthaboutcars.com

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Hmm, can't imagine why someone that doesn't get invited to the reveal and gets spiffed by other OEM's with dinner at Spago would have a negative attitude towards Tesla.

 

[UkNorthampton]

I'll point out that you don't need to have a vehicle inside a garage to charge it. I put an outlet on the side of my house before I built my garage.

True, but in the UK, you might not have a drive/parking outside house (although many with garages do). It was more a point about any stats about garages & houses doesn't tell the full story.

I'm just trying to identify the likely FUD discussion routes/blockers to adoption - which have moved from "milkfloat" to "hours to charge" to "home charging impossible for most" as the major disinformation/reluctance points. In the UK, fixing charging for terrace & flat (apartment) dwelling is one of the LAST obstacles to widespread EV acceptance (and resulting adoption). My weather gauge (way of monitoring) for this is the comment section in Daily Mail/Money articles. These have shifted a lot recently, with a lot more rebuttal of nonsense ideas like batteries only lasting for 3 years & how "diesel/hydrogen is better for the environment". Old towns in Italy are even harder to deal with, but might have more of a collective attitude. So, if charging at least once a week at 50kw+ or workplace / destination charging for enough hours is available, this last piece of anti-EV FUD can be countered.

 

[S3XY]

If the Model X can tow an airplane, what can a Cybertruck tow?

The Cybertruck's Towing Capacity is Less Than Initially Promised

The Cybertruck towing capacity is 3,000 pounds less than Tesla originally promised. Does it matter & how does it compare to other EV trucks?

tractionlife.com

I tried to look for what's 14,000 pounds (7 tons):

7 tons | The Measure of Things

www.themeasureofthings.com

• 1 T-Rex
• 3 Rhinoceros
• 4 Cars
• 9.5 Cows
• 12 Grizzly Bears
• 14 Grand Pianos
• 15 Horses
• 85 Beer Kegs
• 500 Gold Bars

That last one's good to know for when I cash out. Although I might want to replace 6 gold bars for a keg.

 

[insaneoctane]

OT: Tesla sandbagging as usual the Model S Long Range is faster and probably quicker than the Model S Performance. Tesla is holding power off the line, 1.9-1.8 60' is terrible. Best trap speed 129.75mph on a 10.869sec run:

I assume there will be a performance upgrade down the road

I love that for the new MS ….the “slow” one is a 10 second car!

 

[Knightshade]

You aren't getting the point. FSD should be priced at whatever price maximizes revenue.

Are you under the impression the people running Tesla don't understand that?

What do you think they're basing the price on otherwise?

My point is that number ($10k up front or $199/mo) is way too high

Well, your opinion is that it's too high.

The opinion of the folks that created the first successful new US car company in 100+ years is that it's exactly right.

On what facts or first principle thinking did you arrive at your opinion to explain why it's different from theirs?

 

[UkNorthampton]

Seems like if FSD could take the car to a supercharger, charge (via snake charger or similar) and return home….well there’s some more FSD takers!

Eventually, I'd hope so. In the meantime, workplaces having charging would be ideal, visitor & employee spots. Unfortunately, new buildings are often only allowed 1 parking spot for every 3 employees (to encourage use of buses etc). Customers are going to be visiting in EVs, so visitor spots should have charging.

Spoiler: details

https://www.bury.gov.uk/CHttpHandler.ashx?id=1478&p=0

https://www.charnwood.gov.uk/files/documents/appendix_1_vehicle_parking_standards_for_new_developments/Vehicle%20Parking%20Standards.pdf

 

[Singuy]

Since it's the weekend I'm going to leave this here.

https://twitter.com/x/status/1416350974445297667

Lol engineered explained also said something similar. He said if EVs actually won on the 1930s, having people switch to gas would cause the biggest outrage in 2020.

 

[jerry33]

Eventually, I'd hope so. In the meantime, workplaces having charging would be ideal, visitor & employee spots. Unfortunately, new buildings are often only allowed 1 parking spot for every 3 employees (to encourage use of buses etc).

This was tried in Vancouver some years ago. It turned out that there were more buses than there was downtown road space. So not successful.

 

[Singuy]

MKBHD is picking up his Model S Plaid today. Hopefully Tesla doesn't disappoint with the build quality as it's something he talks about with every Tesla review.

 

[juanmedina]

MKBHD is picking up his Model S Plaid today. Hopefully Tesla doesn't disappoint with the build quality as it's something he talks about with every Tesla review.

a tech review talking about build quality and car dynamics is kind of silly IMO. I hope he sticks to reviewing the tech of the car.

 

[Singuy]

a tech review talking about build quality and car dynamics is kind of silly IMO.

I believe he talked about build quality for every piece of tech he has ever reviewed (mostly cell phones and tablets). Not sure why Tesla gets an exception here.

 

[DriveMe]

One additional revenue stream for Tesla: FSD computer sales to FSD subscribers with older cars! I’ve just ordered one for my wife’s Model 3. Having it installed this coming week!

 

[kanweg]

For countries where there is a special car tax levied on new cars, the purchase of FSD was discouraged I. Two ways. Either you buy it with a discount at the time of purchase but then pay the special car tax over FSD, or buy it later but then you don’t get the discount. Subscription will take way this pain.

 

[UkNorthampton]

For countries where there is a special car tax levied on new cars, the purchase of FSD was discouraged I. Two ways. Either you buy it with a discount at the time of purchase but then pay the special car tax over FSD, or buy it later but then you don’t get the discount. Subscription will take way this pain.

Plus ANNUAL "Benefit In Kind" (BIK) taxes. Could avoid luxury car tax, VAT, being over an incentive price limit

 

[mongo]

Subscription should help with insurance rates as compared to carrying an additional $10k of replacement cost if the car is totaled.

 

[UnknownSoldier]

a tech review talking about build quality and car dynamics is kind of silly IMO. I hope he sticks to reviewing the tech of the car.

Build quality matters a lot for your tech gadgets. Have you ever dropped your phone?

 

[Prunesquallor]

Since FSD is a hot topic this weekend…

https://twitter.com/x/status/1416511905515048966

 

[Thekiwi]

There was this post a few days ago by @ZeApelido. Someone decoded that the 65.6% is the US homeownership rate. So yes, maybe a new source for batteries coming soon.

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

Tesla 2nd quarter earnings report scheduled for July 26 Now we'll find out how long we must wait for confirmation that there are record earnings as @The Accountant says.

teslamotorsclub.com

Well we could have a situation where Kato road is now producing batteries to acceptable standard for sale, but with Berlin and Austin not yet ready for car production, there are no vehicles for the batteries to go into.

Tesla could either stockpile those batteries for ~6 months until one of the new factories is ready, or they could adjust a stationary energy storage product design that could use them right now instead.