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

[Cosmacelf]

I read a long WaPo editorial today bemoaning the state of the road trip this coming driving season in the US. Terrible gas prices - with no end in sight, high hotel room prices with worse service (can't find enough service sector employees still), etc. - all based on the writer's personal recent experience.

I am currently getting quite excited about my next Model Y roadtrip in another month or so from Austin to the cooler reaches of Colorado.
Great American Road Trip 2.0 here we come.
Let the gasoline demand destruction continue.
Hope to see y'all out there at the 'Chargers.

Absolutely, BUT this has all very real effects on the economy. High oil and commodity prices means people can't spend money on other things, meaning demand destruction, meaning recession. Car sales drop during a recession. Now, will Tesla's order backlog hold up during a recession? I don't know the answer to that, would love to hear other's thoughts. Obviously Tesla is the best positioned auto manufacturer to ride out a recession, but does that mean its stock price will rise or stay flat? And how sure are we that we either are or will soon be in a recession? Sigh...

 

[ZeApelido]

Back in sarcastic mode. Another one of these fancy urban planning know-it-alls isn't very smart.

https://twitter.com/x/status/1529900420994174977

 

[thesmokingman]

Back in sarcastic mode. Another one of these fancy urban planning know-it-alls isn't very smart.

https://twitter.com/x/status/1529900420994174977

That's an insane leap to come to that BS idea!

 

[StealthP3D]

Here is some anecdotal evidence: I used to talk about my Tesla all the time. Now I’m loathe to bring it up because the conversation inevitably dives into politics and matters of civility. The caveat is that the switch to EVs is so massive, incidents like “pedo sub” might not matter. But Elon’s rhetoric is frustrating, because I’m proud of my car and the company and I want my kids to have positive role models, and I want the brand to succeed in the long term.

If you don't think Elon is a positive role model for your kids, then I feel sorry for your kids.

 

[henchman24]

The bears are going to test the strength of the market in the last hour here. So we should get a good answer on how strong this consolidation has been.

 

[ZachF]

Hard to say it's the most valuable public company, as the public only owns about 5% (last I checked).

Yes, but it’s the principle of it…

 

[elasalle]

https://twitter.com/x/status/1529892918651420672

 

[ZachF]

Back in sarcastic mode. Another one of these fancy urban planning know-it-alls isn't very smart.

https://twitter.com/x/status/1529900420994174977

Does that goofus not know that regen breaking cuts wayyy down on brake use?

 

[2daMoon]

I feel some people's emotions simply cloud their critical thinking a lot more than they should. I feel sorry for such people.

I feel some people think that their emotional thinking IS critical thinking.

 

[SO16]

Huge spacex fan here. Huge. That said...no they didn't. It was proven to work in the 60s. That was the inspiration. Blue Origin was racing to the same goal and by all honest measures got to the goal of launch and reuse of a rocket to space (100km) first. Since then...almost nada from Blue Origin and SpaceX is laughing all the way to the bank and has brought starlink to society. Starlink also isn't new, it's just better.

“At the time of the announcements, industry sources believed the concept had potential to work, but cautioned that SpaceX would lose so much performance in their payload to orbit capability, the plan wouldn’t be financially viable.”

Rockets that return home - SpaceX pushing the boundaries - NASASpaceFlight.com

SpaceX is continuing to advance the technology that is aimed at creating a fully –…

www.nasaspaceflight.com

 

[bkp_duke]

I've a friend whose an actual engineer, cfd specialists educated in F1 engineering program college from England, real world employment in racing circles, etc etc, and we got into it one time cuz he was regurgitating the typical Tesla FUD. And I was just taken back at it. I was just amazed that smart educated ppl can be taken by the FUD train and then buy all into it. It's just crazy.

Usually, taking them for a drive in a Tesla shuts them right up. I would be dollars to donuts that guy had never been in one.

 

[thesmokingman]

Back in sarcastic mode. Another one of these fancy urban planning know-it-alls isn't very smart.

https://twitter.com/x/status/1529900420994174977

I don't know who this idiot is but apparently he's a visiting Fellow at Harvad. Like wtf...! He needs to lose that fellowship. Supposedly smart ppl cannot be knowingly pushing crap like this.

 

[carterm2]

Bullish.

https://twitter.com/x/status/1529652279338446849

 

[Knightshade]

Again...Blue Origin beat SpaceX to actual orbital space and they did it twice with the same rocket before SpaceX

In the 60s? Because you said it was proven in the 60s....and it wasn't.

Also even this moved goalpost is factually wrong.

Blue Origin has never had an orbital launch. Not once.

SpaceX first orbital launch was 2008 (though it wasn't trying VTVL landings)

BO did manage a suborbital launch and recovery of a booster November 23rd 2015.

Less than a month later SpaceX (which had previously had a controlled sea landing of their actual orbital Falcon 9) did the same and has done so many dozens of times since.

It wasn't orbital but Bell had lots of experiments from the rocket belts to prototype vertical landers. Philip Bono was doing contemporary work at the same time and his work became the foundation of the DC-X. Philip Bono vision was to create a craft to take a team to Mars on a VTVL system and he did the design for such a system in 1960. In the 60's engineers dreamed large.

A dream is not a proof. You claimed the concept was proven in the 60s- it was not.

A reusable orbital rocket that does VTVL was proven in 2015. By SpaceX.



Let me suggest further OT discussion go here?

SpaceX

Discussion about SpaceX and related topics

teslamotorsclub.com

 

[Nocturnal]

I'm surprised crypto hasn't recovered a bit yet. Worth watching to get more of an idea of risk tolerance.

Back in sarcastic mode. Another one of these fancy urban planning know-it-alls isn't very smart.

https://twitter.com/x/status/1529900420994174977

That guy has me blocked on Twitter because I politely called out his FUD. It's amazing that someone can become a "journalist" and a Harvard fellow but be so soft that they can't take criticism of their claims.

 

[elasalle]

I'm surprised crypto hasn't recovered a bit yet. Worth watching to get more of an idea of risk tolerance.

That guy has me blocked on Twitter because I politely called out his FUD. It's amazing that someone can become a "journalist" and a Harvard fellow but be so soft that they can't take criticism of their claims.

let me guess, he is part of (or friends of) the ESG board/consultants
with SEC investigating, needs to add some flair and creativity

 

[henchman24]

Back in sarcastic mode. Another one of these fancy urban planning know-it-alls isn't very smart.

https://twitter.com/x/status/1529900420994174977

Might as well add in TSLA shareholder's CO2 emissions from preaching the gospel of the messiah.

 

[insaneoctane]

Chicago...which part? I think my Y needs some new tires...j/k...some light humor for the day since we've been beaten down for what seems like forever

View attachment 808985

Can you imagine how much curb rash those rental rims will have...

 

[ZachF]

I don't know who this idiot is but apparently he's a visiting Fellow at Harvad. Like wtf...! He needs to lose that fellowship. Supposedly smart ppl cannot be knowingly pushing crap like this.

The unfortunate truth is that the real world utility of many non-STEM degrees these days is becoming zero to negative. Thanks to nonsense like “safe spaces” a lot of people leave university with turbocharged neuroticism, less able to handle criticism or solve the problems the life will give you. (See “coddling of the American Mind” by Jonathan Haidt).

 

[dhanson865]

Starlink 2 ??? Wow, order of magnitude more I/O than starlink 1.

Does anyone have more source material for Starlink 2?

You will get more traction if you add a few words there.

Starlink is an overall system. There won't be a Starlink system version 2 (each piece has it's own version numbers or not but the system is just a brand name).
Starlink ground stations don't need version numbers (it's a solved thing and you just scale them as needed)
Starlink user terminals (affectionately know as Dishy) have a version 2 but it isn't an order of magnitude more I/O.
Starlink satellites would have a 2.0 also and this is probably what you are asking about.

But if you don't understand the pieces just asking about Starlink 2.0 from the likes of Google or Rueters or the random person on this message board you are likely to get back an answer that has nothing to do with magnitudes of I/O.

I can't say where or when you'll get the rest of the information you want. I might dig something up when I get home or it may be there are no public details yet. But hopefully this post at least puts you in the right mindset to be wary of the phrase "starlink 2" as highly misunderstood and misrepresented because it needs more qualifiers.

One question to ask is if Starlink Satellite version X is Y times better does Dishy version 1 and Dishy version 2 gain any real world benefit from that or is that a business side only benefit? You have to realize when Elon talks about a benefit the benefit might not be for the consumer.