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

Artful Dodger

"Ducimus, lit"
Aug 9, 2018
10,553
143,226
Canada
Literally, that book sits on my desk for daily reference.

Since Curt won't promote it himself, anyone interested can grab a copy on Amazon:

Quick and easy "vacation" read or something to read when you have a weekend off.

So then, $817 by Thursday, October 28, 2021.

#PREDICT
 

bkp_duke

Well-Known Member
May 15, 2016
5,742
21,109
San Diego, CA
So then, $817 by Thursday, October 28, 2021.

#PREDICT

Curt can talk about this better than I, but TA is just a method of indication, not any kind of guarantee. Especially not with something as manipulated as TSLA. And TA should always just be one tool in your toolbelt, not the end-all and be-all for trading.

Still, we're at the narrow end of that pennant, my "not advice" is that a breakout to the positive is looming.
 

22522

Active Member
Jun 6, 2016
2,145
6,467
Texas
Even though it is not Easter, it might be a good time to talk about Easter Eggs and their role in maintaining steady demand for Tesla products.

People like golf and games that produce a result that changes with nuance. Tesla has worked to make their cars as addictive as golf.

Here is an example from the streaming radio, disengage here if you think you already know how to play the radio.

The key is song AND artist. In the search for the mellow station that will help me reach my goal I tried:

  1. "Play Easy Does It by Count Basie" includes Corner Pocket, Moten Swing, but a lot of stuff I skipped over.
  2. "Play Don't get around much Anymore by Louis Armstrong" includes Can't take that away from Me with Ella helping, Night and Day, and What'd I Say? from Ray Charles.
  3. "Play Herb Alpert a Taste of Honey" delivered a reimagined version followed by some good George Benson, while "Play A Taste of Honey by the Tijuana Brass" required no reimagine.

The point being that if you don't like the Chipmunks singing Home on the Range, which frankly, they know nothing about, and are willing to work at it, the radio is full of Easter eggs that make the car addictive - like golf.

"Play Vehicle by the Ides of March" Includes Chicago, Blood, Sweat and Tears, The Doors, Three Dog Night, Edison Lighthouse...
Lots of Apollo NASA images in this tribute to 1970.


I think the yoke is to support full screen video when FSD is mature...

No demand lull if they do it right.
 

RobDickinson

Active Member
Jun 23, 2019
1,819
6,566
New Zealand
Funny, the infamous Gregw on twitter who bought a model 3 and claimed tesla was a con and never got anywhere close to the stated efficiency and caused quite a stir....

Had changed is brake calliper springs and pads and these were too strong, rubbing on the disks and generally trashing his efficiency. He was literally driving round with the brakes on.
 

Words of HABIT

Active Member
Jan 19, 2013
1,170
15,596
Canada
I see more VW all-hands-meetings in the near future…

No matter which angle you look at it, VW is done.

Screen Shot 2021-10-11 at 9.22.12 PM.png
Screen Shot 2021-10-11 at 9.21.53 PM.png
Screen Shot 2021-10-11 at 9.22.32 PM.png
 

dhanson865

Active Member
Feb 16, 2013
4,820
9,579
Knoxville, Tennessee
A picture of the new 18650 battery pack in the Model S Plaid has surfaced on Reddit:


s5js91ngjjs71.jpg


Only 5 modules in the current pack vs 18 in the previous pack.
Hmm, wonder what that blue sheet is, could it be a fire retardant material in a Model S pack?
:cool:;)
 
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MC3OZ

Active Member
Jul 25, 2019
2,591
14,529
QLD Australia
Have I missed it? Has anyone taken the time to go thru everything out of the GigaBerlin videos to see if there are any hidden things?
You know, the stuff in two years from now when we will be going, "OMG 4d CHESS!"
IMO most surprising was the seats apparently mounted on the battery pack before it is married with the car body, no more robots reaching inside the car...

Other notable mentions:-
  • 2 new paint colors?
  • A look at the 4680 structural pack... (some debates about the cooling mechanism)

More generally the amount of information and access that was available was surprising... more being gradually revealed as people trawl through video footage would not be a surprise..
 

dhanson865

Active Member
Feb 16, 2013
4,820
9,579
Knoxville, Tennessee
You know that'd work so much better if he wouldn't start every drive with the speed setting at +5 MPH over the speed limit.

He's doing 30 in a 25 and wonders why it can't handle it (and also doing 35 in a 30). Drives around for 30 minutes with multiple disengagements before he turns it down to +1 and is doing 26 in a 25 and it's working better.

To add to the fun every drive I ever see him do he starts at +5, apparently that's what he leaves it at between videos.

But he doesn't seem to get that running over the speed limit is not proper behavior for FSD Beta.
 

JusRelax

Active Member
Apr 24, 2019
1,020
13,400
Los Angeles, CA
IMO most surprising was the seats apparently mounted on the battery pack before it is married with the car body, no more robots reaching inside the car...

Other notable mentions:-
  • 2 new paint colors?
  • A look at the 4680 structural pack... (some debates about the cooling mechanism)

More generally the amount of information and access that was available was surprising... more being gradually revealed as people trawl through video footage would not be a surprise..

2 new paint colours
Actual reveal of a structural 4680 pack
New adaptive headlights.

Was there any Easter eggs? Dont know, we got a really substantial look at what they've been doing there, enough to scare you if you already build cars in Germany.

I forgot where I saw this, but I heard there was a third color that will be available as well, but wasn't shown. The third color is a khaki like color. Of course, take it with a grain of salt because i don't even remember where i heard it from lol.
 
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RobDickinson

Active Member
Jun 23, 2019
1,819
6,566
New Zealand
I forgot where I saw this, but I heard there was a third color that will be available as well, but wasn't shown. The third color is a khaki like color. Of course, take it with a grain of salt because i don't even remember where i heard it from lol.

No false rumour, a car was spotted in that colour but its a primer
 

JustMe

Member
Nov 21, 2016
945
10,988
Conroe
You know that'd work so much better if he wouldn't start every drive with the speed setting at +5 MPH over the speed limit.

He's doing 30 in a 25 and wonders why it can't handle it (and also doing 35 in a 30). Drives around for 30 minutes with multiple disengagements before he turns it down to +1 and is doing 26 in a 25 and it's working better.

To add to the fun every drive I ever see him do he starts at +5, apparently that's what he leaves it at between videos.

But he doesn't seem to get that running over the speed limit is not proper behavior for FSD Beta.
If this is such an obvious problem then Tesla should restrict vehicles to the speed limit during FSD.
 

TheTalkingMule

Distributed Energy Enthusiast
Oct 20, 2012
7,793
33,605
Philadelphia, PA
Perhaps I missed it with all the other stuff, but the side cooling of the 4680 cells is a diversion from the plan, right?

So to me that means Elon wasn't satisfied with the original solution of top(and bottom?) only cooling, and it took reversion to the less simplified side cooling to get past his engineering hesitation mentioned in the 2Q call? I believe he mentioned they were 99% there and just figuring out safety.
 
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