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

[UkNorthampton]

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Bullish.

If you're going to build factories on Mars, you've got to optimise everything involved in the production process. Energy, volume, weight, materials, waste, speed, low staff. Those are the targets Elon needs to get close to, might as well trial, iterate, improve on Earth. How does a Legacy OEM compete with that vision, focus and mission? There will be missteps, but also lightning fast progress and improvement in manufacturing. The China video with English subtitles mentions that even for Shanghai, 3 dimensional space efficiency is a concern (Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable by @perwis )

Eventually Mars needs everything, so Tesla / SpaceX & other Musk companies will add more breadth/vertical integration so that all required technology can be manufactured on Mars efficiently. Every step forward is progress, some things are a higher priority (hard to transport from Earth, easy to mine/make on Mars), others aren't (lightweight but hard to mine/make - semiconductors).

Seen in those terms, I'll reiterate - how does a Legacy OEM compete with that vision, focus and mission?

Lastly, what on Earth or Mars am I going to do with my hodlings? I'm hoping this could be foundational for generational wealth for my family and a MUCH better Earth & prospects for humanity. All good, crack on Elon, don't slack.

 

[Artful Dodger]

Don’t miss the cars driving themselves in the factory at the very end of the video.

Thanks for finding the "Tesla China GO GIGA" video on youtube. Here's a link to the car exit scene:

Tesla has never held on to a single best answer.Time Index.6m 37s

Alas, there IS a driver in the car: (look in the detail shot for the white hat and face mask)

Thanks again, that's looks like a very good channel (Alan Chen). I fully expect that within just a few years Tesla cars will be driving themselves in the logistics lot, onto transport trailers, and once at Port off the trailer + onto the car carrier ship.

I wouldn't be surprised if the Shanghai Gov't builds a new dock/shipping terminal* just South of Giga Shanghai. Each year, 2 million Models 2 could drive straight from the factory gate to the shipyard, then onto a waiting ship, all on FSD (in 'Delivery Mode').

Cheers!

*unlike the boring logistics tunnels planned for Giga Texas...

 

[Tslynk67]

This is a parody of Professor Brian Cox. Billionaires make a brief appearance. What I find interesting is that Elon Musk is lumped in with them even though his motivation is different. It’s unfortunate but the reality is that a section of the public see him this way.

https://twitter.com/x/status/1469291742876905473

They may mock him, but in my experience, women love Cox

 

[samppa]

I've been watching Sandy Munro's video as per one of the above links.

For someone who makes his living dissecting and critiquing automobiles, I am astonished that, at around the 12-minute mark, he complains that there is no self-opening/closing front hood/bonnet, except from 3rd-party modifiers.

One of the here-we-go-again recurring discussions within TMC's early years addressed just this. And then, after a few back-and-forths, one cognoscente would step in and state "Because the laws do not allow it!". And, apparently, not just USA laws but EU - and the rest of the world - as well.

Hmm, I have had aftermarket electric frunk installed over 3 years, and I have installed dozens of them, and never heard that it would be illegal. I'm in EU.

 

[Buckminster]

https://twitter.com/x/status/1469580938950721536

https://twitter.com/x/status/1469582321603035143

 

[2daMoon]

Two weeks? Where have we heard that before?

 

[CorneliusXX]

Anyone feel like listening in and reporting back? It's past my bedtime. ;-)

https://twitter.com/x/status/1469539512971898882

Very little new compared to the first one - it is basically just going through the same cell/current/cooling layout assumptions for the 4680 structural pack made last time. There is an automotive engineer on the call who challenges some of the assumptions fairly well but no new conclusions are made.

 

[redan]

Tesla is best selling made in China EV in November:

https://twitter.com/x/status/1469496745490931713

 

[dm28997]

Blues Brothers - The 'I've Always Loved You' Car Chase GIF | Gfycat

Watch and share Blues Brothers - The 'I've Always Loved You' Car Chase GIFs on Gfycat

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Not so concerned. Don't forget that Tesla has a patent for laser window wipers

 

[JRP3]

The 1980s called. They want their retractable wipers back

It is a lil more difficult to implement this on the cybertruck with its continuous plane of bent steel and glass

Yes a bit more difficult but I can see a fairly straightforward way to do it. Would not be very aerodynamic when deployed of course but neither will that giant wiper be when sweeping across the windshield. I hope they can at least reduce the profile and make it more streamlined in production, might take some exotic materials to retain strength and stiffness but I think it would be worth it.

 

[SOULPEDL]

Really nice video. I found a version with english subtitles here:

I watched it twice, first to read the subtitles and then in 0.5 speed so I could get a better view of all the rapidly moving robots.

Don’t miss the cars driving themselves in the factory at the very end of the video.

Impressive factory and work by Tesla China. Also nice to see how my forthcoming my Model Y is created (ordered, exp. delivery February).

Thanks for that video!
I never noticed that they're making extra parts inside the Giga Casting that would break away.
Very efficient! Very cool!

 

[ZsoZso]

Anyone feel like listening in and reporting back? It's past my bedtime. ;-)

https://twitter.com/x/status/1469539512971898882

Tesla should send out a good engineer to properly fix* Sawyer Merritt once and for all.
It is tiring that he keeps breaking every day over and over.
Or if he is such a lemon that is unfixable, then just send him to the scrapyard...

* so that he never breaks again

 

[SOULPEDL]

Not really 'news', just a new PR video from Tesla China:

Sawyer Merritt on Twitter: "NEWS: Tesla China has just released a new video: Tesla's "extraordinary" law of cost control. Behind cost reduction & efficiency improvement is Tesla's subversive innovation in production & manufacturing tech at Gigafactory. Sorry no english subtitles! https://twitter.com/SawyerMerritt/status/1469158049524953090/video/1" / Twitter

Elon tweeted in reply:

Elon Musk on Twitter: "@SawyerMerritt Tesla China has done amazing work" / Twitter

Not news? The China factory went 3D, close to zero inventory. It is the product from China.

I STILL think we're looking at the Model 2 as an efficient, low-cost Model 3. My basis is the extreme focus on cost savings in the China video, increasing margins into the 40-50% range, then do the price "drop".

And if I can't speculate here without being admonished by certain members, kicked out, then kicked around... You're all on notice. It's a joke until it's not people. (Edit: This wasn't meant to point at @Artful Dodger, he's very cool. All Canadians are exempt).

 

[ZsoZso]

Tesla is best selling made in China EV in November:

https://twitter.com/x/status/1469496745490931713

There must be a mistake! This can't be correct, essentially.
I have seen it on CNBC -- in an interview with an "expert" analyst no less -- that BYD outsells Tesla in China (and VW in Europe, and next year probably Ford/GM in US too)...

 

[ggies07]

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Bullish.

Hell yes. I really, really, really, really, want Elon to just randomly one day announce the 4680 ramp is complete, lowers the prices of the car, and say's "Come and get em!" They instantly flood the markets over the next months/year and have all the media in a frenzy....

 

[SOULPEDL]

https://twitter.com/x/status/1469580938950721536

https://twitter.com/x/status/1469582321603035143

Can someone just put a big a** sleigh behind the semi with some antlers and call it a Christmas present?
"2 weeks"... checks calendar...

 

[SOULPEDL]

Hell yes. I really, really, really, really, want Elon to just randomly one day announce the 4680 ramp is complete, lowers the prices of the car, and say's "Come and get em!" They installing flood the markets over the next months/year and have all the media in a frenzy....

Think about this. How can Tesla show off all of it's new toys and factories, but not show the 4680s on this "Show and Tell" weekend?
No telling for sure, but I suspect there's more peas in the pod so to speak.

 

[M|S|M MYP]

There must be a mistake! This can't be correct, essentially.
I have seen it on CNBC -- in an interview with an "expert" analyst no less -- that BYD outsells Tesla in China (and VW in Europe, and next year probably Ford/GM in US too)...

Don't forget BYD is light years ahead in battery tech as well.....

 

[M|S|M MYP]

Think about this. How can Tesla show off all of it's new toys and factories, but not show the 4680s on this "Show and Tell" weekend?
No telling for sure, but I suspect there's more peas in the pod so to speak.

Funny you mention 'peas'....i distinctively remember Elon Tweeting something about peas and violins

 

[Prunesquallor]

https://twitter.com/x/status/1469669711592017922