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

[Joe F]

Sonny's BBQ in Florida (from 2017)
Florida Tesla Enthusiasts - Tesla Plans 15 new Supercharger Stations for Florida in 2017 (Public)

Love, love, love Sonny's BBQ! But, good luck with SC's in their parking lot. Went to the one in Titusville when there for the last Falcon Heavy launch, and the parking lot was FULL early Sunday afternoon. The drive through for take-out was a steady line of BBQ lovers. Had to go back on a Monday (good thing launch was delayed) early afternoon.

Don't know if all their locations are as popular, but I suspect they are.

PS: went for their all you can eat ribs. Got kicked out after they got tired of bringing them out to me. Happy times

 

[sparcs]

Interesting reddit thread on service improvements:

Our shop became Tesla collision certified recently and it has been a very welcome change. (Part delays are also getting a lot better for those worried about repair turn around time!) : teslamotors

I was going to post this too, but i hesitated because his repair shop is located in the bay area. Logistics shouldn't be all that difficult for a vehicle that's built with-in state. He compared it to being better time than german automakers, but i bet some of those parts might have to actually come from germany. I would put more weight into it it was anecdotes from Canada, Norway or on even the opposite coast of the USA.

He did mention that there appears to be some sort of new wholesale ordering system which gives me some optimism, but I'm still waiting on Lathrop to get online for some real impact.

 

[evster]

Demand seems to be really good in the UK!
Everyone wants to lease a Tesla Model 3

Bonus: 197 cars delivered today in Norway.

Go Tesla!

 

[MarcusMaximus]

Demand seems to be really good in the UK!
Everyone wants to lease a Tesla Model 3

Bonus: 197 cars delivered today in Norway.

Go Tesla!

Surprisingly positive comments there. A bit sad that my expectation going into any comments section in an article on Tesla is to find endless trolls bashing the company.

 

[wipster]

It would be great, but most coffee shops have little parking available to install charging stalls of any kind except for the ones in large malls.

Most of the coffee shops in my area have ample parking and could easily accommodate Superchargers. In fact, our lone group of superchargers is practically begging for a coffee shop/convenience store to be built next to it. I believe you could get your hair cut during a charge though...

 

[bobinfla]

Tesla should give the CNBC crew loaners for a month.
A little bribe may grease the wheels of commerce.

One word. Broder.

 

[Nocturnal]

Semi-OT. I'm going to tweet Elon that one of the prizes for referrals should be getting a free rental of the new roadster. Not many of us could possibly win one, so that seems like a lottery ticket. But winning a free day or weekend with a Roadster, that's something within reach. TLDR, I just really want to drive one.

And don't forget WaWa partnership. We have lots of those here in Florida with superchargers.

Love me some Wawa. I'm from Maryland and grew up with them.

Most of the coffee shops in my area have ample parking and could easily accommodate Superchargers. In fact, our lone group of superchargers is practically begging for a coffee shop/convenience store to be built next to it. I believe you could get your hair cut during a charge though...

Sonic would be really great synergy. Even just L2 would be nice. ​

 

[Kenypowa]

Not exactly TSLA related, but Elon is set to speak at E3 any minute now.

It's the final day of E3 2019 and for some reason, Tesla and SpaceX CEO Elon Musk is chatting on stage about "games, cars, space and everything in between" with Bethesda executive producer Todd Howard.

 

[Spacemanspliff]

Random small side note across different platforms (TMC and Reddit) I've seen 3+ posts of people who are still waiting on their Raven X SR due to state certification issues. The two states I have seen mentioned are NY and CA and it so far has always been only the SR version mentioned with a targeted delivery date by the end of the month.

 

[BioSehnsucht]

There's a few considerations here.

I'll start with the torque vectoring you mentioned.

AFAICT, the Model 3 uses a brake-based torque vectoring system - essentially, it uses the friction brake on the slipping wheel to load the (open) differential and send torque to the other side. This is extremely cheap (uses hardware you already have) and effective, and many automakers do it nowadays (up to and including McLaren).

However, while it's cheap and effective, it wears the brakes, and it obviously turns some of your forward momentum into heat, reducing performance and efficiency.

So, that's a reason to have two motors on an axle.

Now, as far as Rimac's implementation... well, they're not using four identical motors. The rear motors are larger and optimized for lower RPM (with a 2-speed gearbox to make up for that) in the Concept_One, although only slightly higher power rating. I don't have specs for the C_Two's individual motors, but I think your 1/3 to 2/3 split is actually pretty closely reflected in the available motor powers.

Does it add complexity (and more importantly for mass-market vehicles, cost) over a 3 motor system? Sure. But it adds performance over it, just as the 3-motor system will add performance and complexity over a 2-motor system using a small motor and a big motor (ala the Model S/X Performance).

There's also the option of using a computer controlled clutched differential, but not only is that way more expensive than open diff with friction brakes, the wear parts are hard to service too (since you have to take apart the diff). Using friction brakes may shorten their life, but it's much easier to swap pads than to replace clutch packs.

 

[kengchang]

Doing that will exacerbate the YoY comparisons for 2H2019.

But that's contingent on fixed production rate which hopefully will be going up with GF3 and 7K run rate at Fremont

 

[jerry33]

Most of the coffee shops in my area have ample parking and could easily accommodate Superchargers. In fact, our lone group of superchargers is practically begging for a coffee shop/convenience store to be built next to it. I believe you could get your hair cut during a charge though...

That's sure not true in the areas I frequent. I know of one that could potentially have an SC and about ten that there's just no way.

 

[Curt Renz]

High volume bump upward in TSLA during the last few minutes. No apparent news. May imply institutional interest.

 

[BioSehnsucht]

Except CD's did not win. CD's are now obsolete yet LP's are an actively sought out source and LP turntables abound. www.generubinaudio.com

In addition your statement "CD's being equal to the master" is absolutely false. I am a professional in the audio industry as well as a performing violinist. A CD approaches a digital master barely but in comparison to an analog master tape, a CD is a joke. Compared to an analog master, any digital format fails in engagement, pace, and timing. I have the feeling it may have been too long since you have been around un-amplified acoustic music.

In studying the technique of famous violinists, I and other professionals, must use analog to discern the subtleties of the observed violinist's techniques. Digital will not resolve the emotion and as well the critical timing is shifted.

BTW : Carl, I seem to always agree with your posts about Tesla and TSLA, I just think in this case, you made a poor analogy.

CDs faded out for the same reasons vinyl did - digital is more convenient for most, and quality is "good enough" for most.

Vinyl is "popular" now, but it's still a niche.

 

[brian45011]

… locking down some mining source/operations does make sense imo.

Unless one is just dabbling, mining, just like Insurance, requires and ties up significant capital resources (and human talent that Tesla would have to recruit). How will that capital be acquired? Vertical integration is wonderful-- until the economy contracts. Tesla needs to focus on its core competencies.

 

[RFernatt]

And don't forget WaWa partnership. We have lots of those here in Florida with superchargers.

Most of the Superchargers in WV are located at Sheetz convenience stores/gas stations with a lounge area. It works out great for my trips and all the people gassing up can see the chargers and the Teslas coming and going (not that there are that many Teslas, but a few travelers of course). And, I usually buy something like coffee or trail mix in addition to availing myself of the restrooms.

I will also say that Sheetz gets my business even when I'm not in the Tesla. I want to support them even when I'm just filling up the Nissan or grabbing a snack because they are working with Tesla.

 

[Sean Wagner]

Not exactly TSLA related, but Elon is set to speak at E3 any minute now.

It's the final day of E3 2019 and for some reason, Tesla and SpaceX CEO Elon Musk is chatting on stage about "games, cars, space and everything in between" with Bethesda executive producer Todd Howard.

"it looks like it should not be on the roads" - Elon on the pickup

 

[kyzhk]

Not exactly TSLA related, but Elon is set to speak at E3 any minute now.

It's the final day of E3 2019 and for some reason, Tesla and SpaceX CEO Elon Musk is chatting on stage about "games, cars, space and everything in between" with Bethesda executive producer Todd Howard.

https://techcrunch.com/2019/06/13/tesla-is-bringing-the-fallout-shelter-game-to-its-cars/

 

[RobStark]

Leonardo DiCaprio is big on green stuff, he should be the top contender.

China New Energy Vehicle Maker BYD Signs Leonardo DiCaprio As Brand Ambassador

 

[wipster]

That's sure not true in the areas I frequent. I know of one that could potentially have an SC and about ten that there's just no way.

Yeah, every community is different... we have a lot of wide open space here. But, it doesn't have to be at every coffee shop, plus I would think it would be a real attention getter for those who can accommodate superchargers.