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

[Anstandswauwau]

This just popped up on Fact Checking's Twitter feed: Is this page new or was it recently updated?

Edit: Meant to say "on ValueAnalyst's Twitter feed", sorry.

 

[EVMeister]

Definitely seeing confident Elon musk

Maybe too confident. He's slipping out numbers left, right and centre (center). Elon Musk on Twitter

 

[HG Wells]

Boss Short:

I finally came up with the perfect headline for the "DEMO" on April 22nd.

Headline Shortsville Times

Is the driver in the FRUNK ?

The article will hammer away that Tesla failed to show that the frunk was empty.

Your Partner In Crime
Chief Editor
Shortsville Times

 

[Johann Koeber]

As a Tesla share holder I am sharing this idea for how Tesla can create additional income for themselves and owner's of Tesla products.

The Tesla Residential Charger (TRC) offers pay-per-use AC charging from a publicly accessible residential parking spot.

The TRC is either integrated into a charger similar to the Tesla Wall Connector or Tesla Destination charger or as a separate unit that turns on and off one or more existing AC chargers. It has a WIFI-repeater, configured to connect to the owner's WLAN. Like a router, it is configured via a web-server that it runs. For doubling its bandwidth it could come with a cabled upstream LAN-connection.

The typical TRC buyer has a PV installation, a Tesla that is typically driven to work leaving their parking spot empty during the day. A Power Wall increases the income from the TRC. The TRC owner has or gets a Tesla account.

The TRC enables charging based on a range of conditions. The owner can set the more or less regular "opening hours" if they are unwilling to provide charging e.g. at night. The TRC maintains a list of pre-approved Tesla(s) that can charge at any time without payment, this list would typically include their own Tesla(s).

A Tesla that wants to use the charger sets it as its destination, this acts also as a reservation/queuing for the charging spot. Upon arrival the Tesla automatically authenticates via internet with the TRC and charging is enabled with payment from the Tesla owner's Tesla account. A non-tesla driver does the same with a smartphone app, with authentication and payment done in a manner similar to what is foreseen for the Tesla ridesharing Network.

Depending on e.g. local regulation the charging is paid per unit time or energy. The payment is credited to the TRC owner's Tesla account.

Tesla adds the charging point to its map of available chargers, describing its relevant parameters (charging power, price, opening hours, nearby facilities, whether WI-FI is avaible via the owners' LAN and at what speed).

If the TRC creates income exceeding what the owner spends on Supercharging then an actual payment to them is made in a manner similar to what is foreseen for the Tesla ridesharing Network.

Tesla would profit from their sale of the TRC and also gain by getting additional public charging capacity in residential areas. The revenue from the sale of electricity should probably go entirely to the TRC owner, who has to provide the energy either from their own source (PV installation) or by buying it from their normal provider.

Especially during sunny hours, the TRC owner would be able to sell their PV production at a price far above what they could get from their power supplier. For most PV installations, a TRC power of around 11kW would probably be suitable.....

Love the idea.

Regulatory approval and tax consequences would be a nightmare - at least here in Germany.

 

[CorneliusXX]

Unless the FSD taxi market gets saturated. Then the only way to create more economic value is to sell to the non-taxi market.

Additionally, there could be value to reducing competitors' addressable markets even if it doesn't maximize Tesla's economic value directly.

And, of course, optimizing for economic value is not necessarily the best approach for the people and the world.

Agreed, however my original post was discussing the period between FSD becoming a reality and market saturation.

 

[StarFoxisDown!]

Tesla can maintain a significant ownership, and spin off part to existing shareholders.

It resets the table with respect to all other players in the industry.

With respect to the financial markets, advertising, short sellers, etc.....it basically wipes the table clean.

Yes but thats all just window dressing. If you took AWS out of Amazon over the past 4 years it would have significantly hindered their ability to grow into what they are today. People think about all of the things Tesla could do in the future.....
Airplanes.....interconnected self sustaining towns/communities, and so on. Tesla is gonna need a big money maker to fuel all of that expansion

Tesla will at some point become to large for the shorts to effect similar to how Amazon/Apple/etc... did. Amazon at a couple points in its first 5 to 6 years was heavily shorted.

 

[printf42]

Not sure why people are suggesting Tesla spilt Tesla Network into its own company. Tesla Network will generate tons of profit and free cash flow from both residential(uber) and commercial(semi) which Tesla can then use to invest in new things and expansion. It will essentially be what AWS is for Amazon which fuels Amazon's growth machine

That’s shorts talking, they don’t want to see TSLA shooting to 4000 because of it.

 

[bdy0627]

3. None of the above. Remember, this event was originally scheduled for April 19th, Good Friday. Start of Passover. Market closed. Investment community largely off and traveling. Hard to believe someone at Tesla hadn’t figured that out before the press release was issued.

I'm sure Elon wanted 4/20 but it was a Saturday. He probably then just picked the day before not realizing it was a holiday for many.

 

[ClimateOptimst]

This just popped up on Fact Checking's Twitter feed: Is this page new or was it recently updated?

Edit: Meant to say "on ValueAnalyst's Twitter feed", sorry.

WOW. Highly recommend watching the new Tesla self-driving video Autopilot

 

[VValleyEV]

Surprisingly positive:
Taking The Long View: Will Tesla's Q1 Disaster Turn Into Q4 Triumph? - Tesla, Inc. (NASDAQ:TSLA) | Seeking Alpha

“Despite all the headwinds, Tesla’s total sales in Q1/19 compared to Q1/18 rose by 110%. For a long time in 2018, such a huge increase was not at all expected, as many investors and analysts in the short camp refused to believe the company would ever be able to ramp production of its first vehicle aimed at a mass market. Now, just half a year later, the same analysts and investors remain unwilling to recognize how remarkable the ramp actually was. Growth of 110% in a single year would be considered a stunning achievement for any other car-maker, but the bears quickly poured their energies into other vectors of attack, including the CEO’s legal issues, Tesla’s accounting practices, and the like.”

AND
“Taking the long view, I’m equally confident that Tesla will reach 360K deliveries by year-end, thereby fully laying to rest any concerns about either production or demand.”

 

[AlMc]

WOW. Highly recommend watching the new Tesla self-driving video Autopilot

While impressive...IIRC..that video has been out for some time.

 

[AlexS]

WOW. Highly recommend watching the new Tesla self-driving video Autopilot

same video from 2-3 years ago. car is on HW2 in this video.

 

[Navin]

Cannot tell if Elon on Twitter right now is confident Elon or angry Elon or market genius Elon drawing attention to hype event in a week. Sigh.

 

[Anstandswauwau]

While impressive...IIRC..that video has been out for some time.

Yup. Video is two years old now I think, but some parts of the content must be newer as "Enhanced Summon", "Navigate on Autopilot" etc. outright didn't exist back then.

 

[EVMeister]

Elon's Twitter feed is on fire at the moment.

 

[Intl Professor]

To that I would argue that the butter adds more mass to one side of the CG, causing it to rotate downward, so that is explained by simple Newtonian physics .

But there are always boundary conditions. I have buttery fingers, for example. Old age.

 

[EVMeister]

But there are always boundary conditions. I have buttery fingers, for example. Old age.

I thought old age made one's fingers more dry and... Prune-like.

 

[ggr]

Definitely seeing confident Elon musk

Yeah, that's what scares me.

 

[Intl Professor]

I thought old age made one's fingers more dry and... Prune-like.

That's my brain. You can tell from my sense of humor. Wry, but sometimes scatalogical.

 

[neroden]

They had tech to detect people/ objects on the tracks or at ungated crossings in the 70s?

Yes. Not that the tech was installed most places, but it existed in the 1970s. It's not that hard to detect things on the tracks.

Of course, the train driver can't do much of anything if there's someone crossing the tracks close ahead -- braking distance on trains is *very very long*.

He's there to make the passengers feel better because "someone is driving". An expensive placebo.

In London, passengers were made so nervous by the driverless Docklands Light Rail that they installed "train captains" who sit around on the trains reading novels all day. Not kidding.

Think about this when you think about "driverless taxis". If someone presents a scenario where there are "drivers" in the driverless taxis who *don't have to do anything*, I suspect that would have much quicker and faster adoption than truly driverless taxis. I know that sounds bizarre, but human psychology, man...

So here's one scenario: people offer to "drive" their cars for "Tesla Network", like with Uber, but with the nice feature that they don't actually have to drive, which means they're willing to accept far less money. Goofy? Maybe.

One to two engineers per train seems low cost compared to the technological expense of their full functional replacement.

Incorrect. The math on this has been done!

Even with humans in the loop, they are adding more automation and controls due to people being the root cause of many accidents (over speed/ misread signals)

Absolutely.