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

[Hock1]

i commented to someone and they were flabbergasted by this
...........vehicular assault, conspiracy to commit vehicular assault, reckless endangerment. ......this if true is so over the top it's beyond comprehension. I certainly hope local authorities are fully apprised of these shennigans

The scary thing is that this is not necessarily the limit to which these people will go. I hope I'm wrong, but the more obvious it becomes that they are f____ed, the higher the level of criminality will ensue. IMO.

 

[Causalien]

So Mark Smeagle openly calls Elon Fraud boy. Isn't this libel?

 

[ggr]

Court granted the TRO through 5/7/19

https://www.plainsite.org/dockets/3...lifornia-county-of-alameda/tesla-inc-v-hothi/

Interesting, because Palo Alto isn't in Alameda County. IANAL, don't know whether this matters or not.

 

[EVNow]

View attachment 399031 https://twitter.com/elonmusk/status/1119752254062350336?s=21

Not just that - the guy may be involved in khalistan, a separatist movement in India who have been very violent in the past. Need to check more.

PS : Anyway, definitely messed up. Probably needs help.

 

[Krugerrand]

Dude, it’s a pretty common thing for people to want a service center for their car within a reasonable distance from their home. Have people done with out it? Yea sure, but this isn’t the roadster anymore it’s a mass market vehicle and MOST people will want a service center location reasonably close.

This is not an unreasonable thing.

Dude! Tesla is going in a different direction. You’ll assimilate or you’ll be driving a Bolt (and wondering where you’ll get it serviced). Whatever.

 

[Prunesquallor]

Within one week I sold a three. You literally just give someone a test drive and it sells itself.

Took three buddies (rocket scientists all) out to lunch in the Performance yesterday. Took an on-ramp full-g, demoed Autosteer, Auto Lane Change, described "drivetrain" ("no transmission?"). You could see the mental wheels turning the whole time.

 

[Silent Ludicrosy]

Ohhh, boy....

Other than the brother's affiliation, is there really a VW smoking gun?

Not that I can tell. It’s just very suspicious. Best case is that Randeep overheard Gagan talking crap about Tesla after starting his job at VW, and developed a deep hatred toward Tesla from those conversations. Worst case is VW made it his job to spread FUD. The truth is probably somewhere in the middle where VW knows about the situation but chooses to do nothing.You would think for the sake of his job, Gagan would tell his brother to knock it off.

 

[Words of HABIT]

Yes!!!
I have been searching my ancient files for a study I was peripherally involved with in the early 1980’s that was done by a team led by SRI (née: Stanford Research Institute) and Lawrence Livermore Laboratories. The study had physicists (fluid dynamics specialists), a Mathematical Biophysicist (Nicholas Rashevsky protege-As I recall) and an array of other disciplines. Multi-discipline everything was all the rage then, so even I was allowed to be there.

The board conclusions I remember clearly even though I don’t have all the paper.
Fluid dynamics explains auto traffic in nearly every case. High speeds without accidents are entirely possible, so long as there is minimal speed variation between ‘lanes’, nor movement between lanes. However, even a slight perturbation at high speed destroys smooth flow and causes accidents.

OK, obvious. But..

Slightly lower speeds, but with rigid speed stability, allows faster throughput without major risk. Further, reducing available locations for ingress increase stability as does increasing locations for exit. The entry/exit dichotomy was ruled true, but largely unexecutable. Parenthetically, there are a few highways designed with that in mind. They are almost all in formerly rural areas that have parallel access roads with more exit than entry options, but all designed to allow matching speeds to prevailing streams on access roads. There are a handful in the Dallas-Fort Worth area, some in various parts of Europe, China and probably elsewhere.

If FSD actually becomes practical, and fast acceleration becomes the norm it would be quite easy to optimize highways for very fast and efficient very close interval traffic. That is transparently the plan for Tesla Semi. It also already works in many parts of the world for dedicated bus routes. FSD can effectively deliver an exceedingly efficient, yet private, transportation system.

That has been the stuff of futurologists for decades. Will TSLA help make that happen? Obviously! Can we expect to make positive investments from this?
I hope so, enough so that I bet on it. Enough that I pay for the fantasy of FSD because the possibility of a positive outcome makes the expected value far greater than the actual cash outlay.

No surprise to me. My actual experience is when highways are congested the “fast” lane, which I then avoid, is almost always the slowest lane.

 

[dhrivnak]

This whole Tesla story really needs to be made into a movie. It's pretty incredible. Who would have thought a movie about a company producing cars would be very exciting. It would involve spy planes, surveillance teams, sabotage, naked! shorting, SEC court actions, movie stars, rock stars, pedophiles (maybe?), billions and billions and billions of dollars, marijuana, the fastest cars on the planet, and maybe an epic short squeeze near the end???

Have you seen Revenge of the Electric Car? If not it gives a great insight into the early years of Tesla.

 

[SunCatcher]

One question for Skabooshka:

If you’re so certain Tesla will fail, why do you need to try so hard to make them fail?

 

[Todd Burch]

More threats continuing from TSLAQ. Who really thinks that fire in Fremont was accidental?

Law enforcement needs to get involved in this.

 

[Silent Ludicrosy]

The frequency of skabooshka’s tweets and the fact that he has time to chase Tesla’s FSD Demo around California on a workday suggest he is a paid troll. A paid troll who’s brother works for Volkswagen is suspicious. Maybe the SEC will investigate the source of Randeep’s income and typical salary of someone with Gagan’s job & experience level.

 

[Johnny Ma]

this is freaking insane, beyond stunned.

majority of $TSLAQ is rallying behind skabooshka on Twitter. i only see a small portion of their activity, but so far i have counted only 1 short seller who has called for cooler heads to prevail. dozens, at least, are doubling down.

 

[TheMrX]

A thoughtful perspective on cell production from CleanTechnica
Tesla Nevada Gigafactory — Something Strange Is Going On, But It's Not What You Think | CleanTechnica

I think we should wait for the Maxwell deal to be completed before questioning any further the ''investment freeze'' on GF1. I thought this would have been quite obvious, especially considering Jack Ricards nice explanation on how the dry coating may completely change the cell manufacturing process ; I would be a bad decision for Tesla AND Panasonic to invest money and time on existing lines to improve efficiencies while they know they could have to redesign a part of them in a matters of weeks coming....

 

[Pras]

majority of $TSLAQ is rallying behind skabooshka on Twitter. i only see a small portion of their activity, but so far i have counted only 1 short seller who has called for cooler heads to prevail. dozens, at least, are doubling down.

For someone who has a degree from UC Berkeley and live with parents, it would take more than just passion to reach to these levels. There has to be bigger forces behind this.

 

[Hock1]

The frequency of skabooshka’s tweets and the fact that he has time to chase Tesla’s FSD Demo around California on a workday suggest he is a paid troll. A paid troll who’s brother works for Volkswagen is suspicious. Maybe the SEC will investigate the source of Randeep’s income and typical salary of someone with Gagan’s job & experience level.

Really? You think there is any chance that the SEC will do it's job where Tesla is involved? As Elon said: "the SEC is broken". And, it is. I'm afraid it comes down to the DOJ. Are they up to the job? Don't know.

 

[Johnny Ma]

For someone who has a degree from UC Berkeley and live with parents, it would take more than just passion to reach to these levels. There has to be bigger forces behind this.

I've argued against some of these types of conspiracy theories that surface here and on Twitter, but I honestly don't know anymore. This is nuts.

 

[Todd Burch]

Back to the autonomy event, we know now from the restraining order petition that Tesla employees will be demonstrating AP-related functionality within 5 miles of the Palo Alto HQ. We also know some of it is “in-development”, meaning not released yet (so something beyond NOA and Enhanced Summon).

What this suggests to me is:

1. Demos will be on nearby public roads. Great.

2. Investors will likely be on-board for ride-a-longs. I don’t think this will be a single car whose video is broadcast (maybe it will include that), but it seems many investors/potential investors will be taken on rides throughout the day on the streets of Palo Alto. Also great. More effective than a video and is less “rehearsed” and scripted.

3. What remains to be seen is: what will be shown? I am keeping expectations low but I think we will see some surface street driving mixed with some highway driving.

Given that this will be within 5 mi of HQ, my best guess is they will go on a predetermined route, but it will involve multiple different cars. Driver intervention is to be expected and the driving won’t be perfect, but I expect the car will handle most if not all of the planned route.

 

[Mobius484]

Between this vw skabooshka guy and the wolfinger pippinger guy who is the cfo for Audi/Daimler(enter German fraud auto), wtf. These guys need to get sued, not Elon. F that. Glad these guys are getting doxxed. F them. Ok, now I feel better.

 

[VValleyEV]

In the “word of mouth” discussion thread: yesterday I chatted with a neighbor who retired from a career in the auto industry, and worked for many of the big guys building parts like seats etc. He has a beautiful and expensive motor home, and recently purchased a nice late-model BMW (used, I think). He was surprised to hear that I had purchased a Tesla, said he hear they are great cars, and GET THIS was astounded that they have “self-steering”, and then flabbergasted that they go beyond that to navigating through highway interchanges including making lane changes as necessary. Lots of my friends say “really, it can steer itself?”. The knowledge of Tesla is so incredibly lacking out there, or at least out here in the SW USA outside of California.

In other news, the latest 2019.8.5 can steer my MS around a very tight hairpin turn at 18mph that no previous releases where able to, and I believe I have had 4 by now. Previous releases would cross the yellow line, threatening the oncoming traffic if there was any, or pull off the shoulder or just give up. I will try it a few more times to make sure this wasn’t a fluke, but I am very impressed. If HW3/FSD upgrade (which I pre-paid for) makes everything smoother/better, I will be one happy camper, and what is more important for this thread, lots of folks will be quite astounded.

But then, Navigant says that Tesla is dead last, and Waymo/Uber are way out in front, so what do I know?