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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
RobDickinson
Active Member
Not sure Elon is convinced on the $80bn valuation of Rivian...
Artful Dodger
"Neko no me"
Shortsville Times - SpaceX Edition
Rumor Confirmed**: All Evil Billionaires are Bald
Joey Roulette on Twitter: "NASA "reluctantly agrees" to extend the stay on SpaceX's HLS contract by a week bc the 7GB+ of case-related docs in the Blue Origin suit keeps causing DOJ's Adobe software to crash and key NASA staff were busy at Space Symposium this week, causing delays to a filing deadline. lol https://t.co/HcTHsTAUfZ" / Twitter
" / Twitter
**Unconfirmed Rumor: certain people think Jeffe is from NABOO.
that blue origin climbed like a geriatric angel, barely accelerating like it was doing the hokey pokey
(up to watch another spacex launch in real time
edit
launch scrubbed for today,
maybe tomorrow @3:14 EST
(sigh very clear skies so can just see ascent from ~190 miles away)
(up to watch another spacex launch in real time
edit
launch scrubbed for today,
maybe tomorrow @3:14 EST
(sigh very clear skies so can just see ascent from ~190 miles away)
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From looking at the open interest - the MP number itself is pretty meaningless most of the time
Been looking at some of the plaid teardowns that have surfaced now.
I'n surprised to see that there appears to be underbody castings in Plaid S.
And soo much new tech.. rework is really thorough.
I'n surprised to see that there appears to be underbody castings in Plaid S.
And soo much new tech.. rework is really thorough.
RobStark
Well-Known Member
Ford probably will in ~6 months.
Legacy automakers are perpetually "surprised" by BEV demand then announce higher production capacity.
This recent doubling of planned capacity won't be the last.
mltv
Member
This metric maybe doable for Rivian. 80 pickup before Nov? Rivian, up to the challenge?
jkirkwood001
Active Member
Interesting and thorough. I don't agree with the use of "confirmed" for things that haven't occurred yet, but still very good
It's Troy's:
I'm a Tesla addict. I love everything Tesla related. I'm also a big fan of Google Sheets. Any project where I can combine the two is excellent for me. I try to be helpful to the Tesla community. All my projects are free and open to the public. Troy Teslike
ZachF
Active Member
So the autonomous car was in manual mode with an operator accidentally bumped into a visually impaired individual going 1-2km/hr. The headlines however are all over with Mr. Toyota stating autonomous cars are not ready for the road. WTF is this nonsense? Is Toyota getting so desperate that they are willing to sabotage themselves just to get government to scrutinize autonomous vehicles more?
Toyota halts all self-driving e-Palette vehicles after Olympic village accident
Toyota Motor said on Friday it had suspended all self-driving e-Palette transportation pods at the Tokyo Paralympic Games village, a day after one of the vehicles collided with and injured a visually impaired pedestrian. In a YouTube video, Toyota Chief Executive Akio Toyoda apologized for the...finance.yahoo.com
....Japan is really going to get rekt during the EV transition, IMHO.
Japan Inc has had head in sand for 2 decades. China inc has a different issue, govt has head in sand- it is going to get so bad in China that we won't be able to even write the truth about the economy. You won't be able to trust any number coming from anyone anywhere.
Japans motors bizarre fascination with hydrogen potentially doomed the auto industry there. At this late stage I am not sure they catch up and with younger people self selecting to not buy cars there...well it seems grim.
Japans motors bizarre fascination with hydrogen potentially doomed the auto industry there. At this late stage I am not sure they catch up and with younger people self selecting to not buy cars there...well it seems grim.
Wow did someone cleaned up twitter? Elon's replies are actually readable now vs before being all about BTC and doge.
woodisgood
Optimustic Pessimist
Rivian: Challenge accepted!!
*delivers 81 before IPO*
Market: Amazing! One-half of Tesla’s market cap sounds fair. Here’s 500bn.
As is often the case w your posts I had to look that up. An interesting tidbit from Wikipedia Bezoar - WikipediaAah, but what an Opportunity Lost.
Were I for whatever reason to succumb to a desire to name He Who Otherwise Isn’t, my fat fingers just might produce “Bezoar”.
“A famous case in the common law of England (Chandelor v Lopus, 79 Eng Rep. 3, Cro. Jac. 4, Eng. Ct. Exch.1603) announced the rule of caveat emptor ("let the buyer beware") if the goods they purchased are not in fact genuine and effective. The case concerned a purchaser who sued for the return of the purchase price of an allegedly fraudulent bezoar.”
Who would have thunk that was where caveat emptor derived from. Now I’m going have that stuck in my mind like a bezoar every time I say “caveat emptor.” Thanks.
And yes it’s OT, but fun for the weekend.
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Am sure people will buy Rivian thinking it's the next Tesla. So, I want to get in at the IPO price because it's going to go up at least for a few days until reality sinks in. Any idea how one can get in at the IPO price?
The first delivery was slated for the 1st week of September for Rivian (and waiting on government approval). I'm guessing they're timing the IPO alongside delivery...
...to add on:
Seems super risky - it's like if Tesla had IPO'd with their first Roadster deliveries. Though, they're guiding like as if Rivian is far enough along like they're releasing their version of the Model S.
Seems super risky - it's like if Tesla had IPO'd with their first Roadster deliveries. Though, they're guiding like as if Rivian is far enough along like they're releasing their version of the Model S.
In looking at Tobias Lindh's excellent drone flight over Giga Berlin today, it seems that German construction has lagged somewhat after a quick start. The current scoreboard is something like: Shanghai ~11 months to first production; Texas ~15 months to first production; Berlin ~23 months to first production.
But has anybody prepared a table comparing the built square footage of these facilities over time? I understand that this is not quite an apples-to-apples comparison, but has anybody made an effort to compare?
But has anybody prepared a table comparing the built square footage of these facilities over time? I understand that this is not quite an apples-to-apples comparison, but has anybody made an effort to compare?
As a physician who has actually seen a bezoar in vivo, I can tell you it looked nothing like an Amazon King...
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