Krugerrand
Meow
I guess it’s not an apples to apples comparison apparently.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
JusRelax
Active Member
Todd Burch
14-Year Member
Wait, but Troy said Europe sales are doomed? He probably meant 154 Teslas. I count about 5 cars for export to Europe in that pic.
Artful Dodger
"Neko no me"
Wait, I thought he said Cybertruck kills babies? /s
Todd Burch
14-Year Member
Only European ones, hence the falling demand there.
Artful Dodger
"Neko no me"
Rebalancing issues this week? h/t @Papafox for the link. Note also that the largest S&P 500 index rebalance of the year is also on Fri, Dec 15 (typically at the Close)
Last edited:
Here is a 2019 example:
World's largest electric vehicle fully recharges itself
A huge electric mining truck never has to be plugged in thanks to regenerative braking.
www.zmescience.com
The Andes has some clear potential, even the Atacama, where Chile is anxious to deploy less destructive lithium extraction techniques:
Chile pushes new lithium extraction method in risk to future supply
Chile’s government plans to require all new lithium projects to tap a production technique that’s barely used commercially anywhere in a bid to reduce water losses.
www.mining.com
These developments and others are part of the reason why Tesla has built a lithium refinery. Bluntly, the established mining companies, including Albemarle and Vale, have sometimes given lip service to environmental issues. In reality they leave gigantic toxic waste almost everywhere. There are too many exaples to show, just as there are for every fossil fuel.
So, Tesla is trying hard to improve every part of the supply chain. We discuss that aspect normally only when reviewing Tesla’s annual environmental report. Just as with those electric mining trucks and Tesla’s lithium refining, it takes enormous resolve to change the status quo. Notably, this subject almost never has investor attention. Why not? They cannot even imagine eliminating rare earths from an electric motor, nor the manufacturing changes that reduce water use and recycle waste.
As we discuss everything from Elon’s quirkiness to windshield wiper satisfaction we’re at risk of ignoring the mission of Tesla. Those materials advances, raw material sourcing and manufacturing advances are the core components of delivering on the mission.
Might we be wise to think about the mission rather than personal peccadillos and quirkiness?
The older system has seperate CAN-busses. This could be for having motion data (position/angle sensors, motor speeds from the inverters) seperated from the service data to avoid having the bus overloaded because one node is flooding the bus with pakkets.
The newer is an all-ethernet based fieldbus with deterministic properties at a much higher bandwith without the need for a seperate CAN/Ethernet gateway (think of it like Powerlink Ethernet or Ethernet/IP from AB) lowering latency and speeds. Tesla designs most of the controllers/inverters/electronics inhouse for this platform, so I expect them to avoid the legacy CAN interface entirely on the controllers/board and have direct Ethernet communcation based links between every node (actuators, invertors, screens, controllers, sensors, ....)
This article is a little disappointing:
www.teslarati.com
I'm not so disappointed that Tesla had some internal data security problems. Every company has those.
I'm more disappointed to hear that Tesla is using Jira. I always thought that Tesla used its own home-grown software for these purposes or at least used open source. Jira is neither.
"Tesla Files" whistleblower alerts UK authorities about potential security risk
A Tesla whistleblower has alerted UK authorities about a potential security risk concerning the EV maker's handling of employee data.
www.teslarati.com
I'm not so disappointed that Tesla had some internal data security problems. Every company has those.
I'm more disappointed to hear that Tesla is using Jira. I always thought that Tesla used its own home-grown software for these purposes or at least used open source. Jira is neither.
A bit of Googling showed VW is still in the denier camp on NACS, even though EA said they will include NACS. I wonder if VW has a thought-through strategy on charging availability. They spent money to build the TN plant that's now manufacturing EV's. Without good charging availability, they're not following through on the investment.
By rejecting Diess, VW has said they don't intend to be part of the EV space and to obstruct EVs as much as possible, so this isn't surprising. Anyone inside of VW who supports NACS is not likely to have long term employment.
Legacy CAN partitioning is due to bandwidth, type (high speed vs low speed, single wire vs fault tolerant), and function (powertrain, body, diagnostic). Due to the arbitration format, high priority messages will always get though (though a broken high priority controller can take the bus down, but the system has already failed at that point)
As I understand it, Etherloop is a ring that routes through the main control nodes, they are not running gigabit to nor through every end node (no star/ spoke topology). It sounds like legacy parts like the inverter don't currently have Ethernet. Sensors, motors, and switches wire back the local main node. Seats likely have local non-Etherloop nodes for switch and motor control with a different bus type to the main node. These bridges still allow all traffic to be seen on the main loop if all CAN traffic is bridged to Loop (only some data flows from Loop to CAN).
The Accountant
Active Member
15,400 is not bad considering the amount of vehicles we saw at the export lots. I know many wanted to see 17k+ but in flattening the wave, Tesla needs to continuously load ships for export regardless of what time of the quarter it is.
Artful Dodger
"Neko no me"
News Releases
CPI for all items rose 0.1% in November; shelter up (12/12/2023)
"In November, the Consumer Price Index for All Urban Consumers increased 0.1 percent, seasonally adjusted (SA), and rose 3.1 percent over the last 12 months, not seasonally adjusted. The index for all items less food and energy increased 0.3 percent in November (SA); up 4.0 percent over the year (NSA)"
Consumer Price Index Summary - 2023 M11 Results
Are there even pedestrians in the US?
Yes, obviously it's just EVs that are struggling to continue their increase in sales, having only increased from 810k last year to over 1 million already through November this year.
If only they weren't made to sell plug-ins...
Through October 2023
US Total Vehicle Sales Monthly Trends: Supplemental Estimates | YCharts
In depth view into US Total Vehicle Sales including historical data from 1976 to 2024, charts and stats.
ycharts.com
November's normally a good month and clearly wasn't.
dhanson865
Well-Known Member
The more interesting the post the more reason there is to screen shot it and/or copy the text into a text only quote or others have no idea what you are posting about.
Server issues, deleted posts, etcetera...
Last edited:
Artful Dodger
"Neko no me"
CNBC reported:
Ironic when the FED's high interest rate policy is CAUSING the remaining high inflation in over 30% of the U.S. economy.
'Higher, Longer' wot? Jolly Jokers...
"Shelter prices, which make up about one-third of the CPI weighting, increased 0.4% on the month and were up 6.5% on a 12-month basis. However, the annual rate has showed a steady decline since peaking in early 2023."
Ironic when the FED's high interest rate policy is CAUSING the remaining high inflation in over 30% of the U.S. economy.
'Higher, Longer' wot? Jolly Jokers...
The Accountant
Active Member
Here are the CPI numbers for Nov 2023 compared to Nov 2019 (pre-pandemic).
We're almost there.
We're almost there.
Drumheller
Active Member
Those of you reporting govt numbers, please go look at how they've been revising the numbers quietly months later. They're lying to try and boost confidence in the economy.
Similar threads
- Locked
- Locked
- Locked
