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

[stealthyc]

You might not be aggressive as you think. I have sat in my friend's car and that guy thinks traffic laws are just suggestions. He hard accelerates into stop traffic and slams on the brake like every time. His follow distance at high speed makes me squeamish and plays chicken with people trying to get into his lane. If he didn't get into the turning lane, that's okay. He will hard accelerate and make an aggressive turn right on green over 3 LANES to make a super illegal turn. It's freaken awful sitting in his car but hey, he haven't got into an accident yet.

There is a difference between aggressive and reckless.

 

[Singuy]

There is a difference between aggressive and reckless.

Yeah, there's no one there scoring you on how reckless or aggressive you are. So it's all a matter of opinion on your part until a computer gives you a score. Many people on reddit got a 60 their first drive and that was them being careful.

 

[Paul_SF]

This series continues to be interesting generally, with its references to the launch customer. The 15 gigapress orders that was stated in the first episode and mentioned here a few days ago, seems to be mostly/all Tesla. I wonder whether the gigapress began in the minds of IDRA or of Tesla.

Wherever it started, it seems Tesla is the only one using it.

I think we would have heard if anyone else was developing a new car with this casting technology.

 

[ZachF]

Cmon eight hundo….

 

[traxila]

You might not be aggressive as you think. I have sat in my friend's car and that guy thinks traffic laws are just suggestions. He hard accelerates into stop traffic and slams on the brake like every time. His follow distance at high speed makes me squeamish and plays chicken with people trying to get into his lane. If he didn't get into the turning lane, that's okay. He will hard accelerate and make an aggressive turn right on green over 3 LANES to make a super illegal turn. It's freaken awful sitting in his car but hey, he haven't got into an accident yet.

Brother, you need to get out of that car and stop rationalizing with your recency bias.

We like you and want you to keep posting.

 

[22522]

You might not be aggressive as you think. I have sat in my friend's car and that guy thinks traffic laws are just suggestions. He hard accelerates into stop traffic and slams on the brake like every time. His follow distance at high speed makes me squeamish and plays chicken with people trying to get into his lane. If he didn't get into the turning lane, that's okay. He will hard accelerate and make an aggressive turn right on green over 3 LANES to make a super illegal turn. It's freaken awful sitting in his car but hey, he haven't got into an accident yet.

Do you live in Sao Paulo Brazil?

 

[capster]

Cmon eight hundo….

Really! Let’s stop flirting with $800 and put a ring on it.

 

[Ogre]

A lot of activity on the Model X waiting area forum… people are getting phone calls from Tesla saying that the Model X 6-seat Plaid is going into production and if they switch to that configuration they can get delivery this year. A couple reports of the same offer to LR reservation holders too.

Model X Plaid is the perfect car to push for 2021 delivery since it’s not likely to qualify for the rebate regardless!

 

[Singuy]

Brother, you need to get out of that car and stop rationalizing with your recency bias.

We like you and want you to keep posting.

Haha that was actually his college days. He is a lot less reckless today.

 

[Rarity]

Wetblanketing here - or at least dampblanketing....but haven't we contrarily learned that a reasonable number of IDRA's orders have been going to Chinese automakers? My recollection is that information came out perhaps 4-5 months back.

I went back and did some counting. Assuming that (1) IDRA's "15 orders" includes global orders to LK Technologies and (2) the Giga Press name is reserved for 6000- or 8000-ton machines, we heard that Wecan ordered two Gigapresses.

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We have seen 2x 6000-ton Gigapresses in Fremont. I think we saw at least 3x 6000-ton Gigapresses at Shanghai in a recent video. We see 3x 6000-ton Gigapresses at Austin, with the foundation outlines for a fourth and plenty of space for several more. We also know that Austin will be receiving at least one 8000-ton machine. I assume that there are at least 3x in Berlin, although would be happy to be corrected on that.

So Tesla had ordered at least 12 Gigapresses, or at least 80% of the total.

 

[EVMeister]

Really! Let’s stop flirting with $800 and put a ring on it.

$800

 

[RobDickinson]

I assume that there are at least 3x in Berlin, although would be happy to be corrected on that.

Yes they have 3 at the moment, 2 working 3rd being setup and a 4th coming.

 

[jhm]

Just a little commentary on Tesla, giga-presses, OEMs, climate change and the state of the world generally...

 

[TheTalkingMule]

QQQ down .5%
Nearly zero TSLA volume
Up 1%
Delightful

 

[GOVA]

I went back and did some counting. Assuming that (1) IDRA's "15 orders" includes global orders to LK Technologies and (2) the Giga Press name is reserved for 6000- or 8000-ton machines, we heard that Wecan ordered two Gigapresses.

Tesla News and Reviews | InsideEVs

Get the latest on new Tesla models including spy shots, first drives, in-depth reviews, concept car photos, new features and more.

insideevs.com

We have seen 2x 6000-ton Gigapresses in Fremont. I think we saw at least 3x 6000-ton Gigapresses at Shanghai in a recent video. We see 3x 6000-ton Gigapresses at Austin, with the foundation outlines for a fourth and plenty of space for several more. We also know that Austin will be receiving at least one 8000-ton machine. I assume that there are at least 3x in Berlin, although would be happy to be corrected on that.

So Tesla had ordered at least 12 Gigapresses, or at least 80% of the total.

You could be 20% off, then we're good

 

[Nocturnal]

Tesla's BTC gamble, er, investment, has just about doubled from the impairment value of a few months ago

It's also very possible that the accounting/tax rules around crypto change in the near future so that we no longer have to play this stupid game of impairment without recognizing gains.

 

[hacer]

As a yachtie myself, I fully agree with your take on steering.

The key to me with fly-by-wire has always been the question on how you engineer the active feedback from the road. I believe that the active input is easy and fast enough. But it’s the feeling you need from the road to make the countless minute adjustments to steering that you consciously or subconsciously do to keep the car “comfortable”, or even safe when considering say icy roads, that are tricky. I’m thinking you need “force feedback” like on gaming console controllers, but at a much more refined rate. And in the end, does that add or subtract cost?

Of course, when you disconnect the driver from the car by having the car do it all with FSD, then this feedback loop is probably required anyways and no longer a question of how/why.

This is already in mass production for surgical robots. Roads aren't the same problem exactly but I think they are likely to be easier.

 

[Drumheller]

Could today being a federal holiday in the USA have caused lower volume / participation today?

 

[Lessmog]

Could today being a federal holiday in the USA have caused lower volume / participation today?

I think it was, in Canada?

 

[Tyler34]

I think it was, in Canada?

Its indigenous peoples day in the US. (formerly known as Columbus day)