Binary/monocausal belief. The world is much more complex than this.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
DragonWatch
Small FootPrint
Forward Observing
Wars are started by political failures, grasping at straws.
Cheers
FYI ~ Ret US army
Wars are started by political failures, grasping at straws.
Cheers
FYI ~ Ret US army
Take the time estimation with a grain of salt. I shipped a car across the country (a Leaf but that's irrelevant). They told me it would take about a week. I made arrangements with my real estate agent to take delivery. Twenty four hours later I get a call telling me they are there and asking where to drop the car. My real estate agent was on vacation so I had to contact my new boss and ask her to accept it. I caught her at work.... on a Sunday.
The only thing I can figure is the two drivers drove all the way across the country, then started dropping vehicles off on the way back.
Tesla Boomer Mama of "TSLA should be investment grade" fame just wrote a compelling summary of why Tesla is so awesome. Nothing new for the intelligencia here but a feel good piece if you're questioning your investment thesis.
alexandramerz.substack.com
Moody's, the world is watching
My take at an answer to Rene Lipsch, Moody's Analyst in charge of rating Tesla
alexandramerz.substack.com
His friend shouldn't have cheaped out and bought a Tesla instead.
insaneoctane
Well-Known Member
I've over-paid for energy from the grid for many decades before I installed solar. I'm pretty sure I've paid plenty for maintenance of the grid during this time. I'm willing to pay a monthly connection fee to use the grid to absorb my excess production and provide power when I need more than my solar/battery can provide (like a week of rain). I get it. Besides paying the TOU $/kWh rate per kWh used when I need power, what's a reasonable "monthly grid participation charge" to cover maintenance beyond my kWh rate? I'm sure their proposed $8/kW of installed panels /month is ridiculous...
Stretch2727
Engineer and Car Nut
Her last comment is classic. "And please do know, the world is watching."Tesla Boomer Mama of "TSLA should be investment grade" fame just wrote a compelling summary of why Tesla is so awesome. Nothing new for the intelligencia here but a feel good piece if you're questioning your investment thesis.
Moody's, the world is watching
My take at an answer to Rene Lipsch, Moody's Analyst in charge of rating Tesla
With both the investment grade rating and S & P ESG rating just shows these are just opinions and judgments. Nothing more than opinionated gambling on winners and losers. I would just ask them why they think they are a better judge than anyone else. The truth is they have no more information than you and I.
It's 110 degrees here on the SF Bay Peninsula where many don't have AC.
While I am contemplating inviting myself to stay at @AudubonB's house and completing his worst nightmare, I am passing time only moving my fingers replying to trash tweets like Russ Mitchell's latest.
While I am contemplating inviting myself to stay at @AudubonB's house and completing his worst nightmare, I am passing time only moving my fingers replying to trash tweets like Russ Mitchell's latest.
Jordan of the limiting factor just released a new video on his Patreon 8 hours ago consisting of him being interviewed … mostly about battery technology, but they get into factory strategy, supply chains and even car engineering. Highly recommended. Not as dense and hard to follow as Jordan‘s usual videos. Very approachable. I believe his Patreon is relatively cheap too.
Hopefully this is a signal that 4680 production is ramping and excess 2170 can go to Powerwalls.
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JRP3
Hyperactive Member
I don't expect Powerwalls to use 4680's.
It isnt that. If 4680s are ramping, that means more Model Ys can be built with 4680s, leaving more 2170s for things like Powerwalls.
I believe Tesla has commented a couple times now including on the last earnings call that Energy production had been constrained by supplies for certain parts, but that batteries weren’t one of them. I also think they’re prioritizing Megapack production since they wrapped up construction of the Megapack factory back in April. So I feel Powerwall is down the list in terms of priority
JRP3
Hyperactive Member
Still different cell chemistry. Powerwalls use NMC not NCA, and may be shifting to LiFePO4.
Not sure I follow. Russia has lost a tremendous amount-lives, expensive military equipment, money spent supporting a war, international prestige, led to the expansion of NATO, various sanctions costing them billions just as a start. Yet that did nothing to deter their leadership. And the CCP leadership is at least as blinded to other cultures and as arrogant concerning their position of superiority as Russia's leaders. They could attack the Republic of China at any time. But invasion is unlikely given their lack of amphibious transport capability.
Carl Raymond
Active Member
Yaman Tasdivar has gone out on a limb forecasting some step change increases in margins. Worth a listen. Starts at 7:40 minute mark. About 6 weeks wait and he goes to hero or zero. Brave.
I had mentioned that several weeks ago - Munro might have been asked to postpone battery pack innards reveal. The pack has been opened with its pink goo. The cell inside has not been opened. It has been long since their July 12 video.
Leaks from 2019 or so mentioned chemistry can be cut over in a single day to go from car cells to stationary.
They don't release that level of detail to the public, you have to buy the reports.
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