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

[homer214]

Just bought my first Tesla! These sentry mode/autopilot videos were a major selling point for me

OT
Be sure the flash drive is operating properly. My wife was recently hit in a parking lot - not her fault - I thought it would be captured on video but apparently the flash drive broke a week before the accident. The driver in the other car was rude. It would have great to have video evidence to share with the police.

 

[1101011]

...I expect Semi to remain an extremely high priority project.

If, for no other reason, solving intracompany transport- Fremont, Lathrop, seat factory, Gigafactory 1, Pier 80, Gigafactory 2.

 

[Carl Raymond]

Well, duh. There's nothing that will blow up in a solar farm, you have to bring your own combustibles. About the only thing that can be easily done is to cut the transmission lines, which can be quickly repaired, so a lot of effort and risk for only a small gain.

Gain? Or loss?

 

[green48]

OT
Be sure the flash drive is operating properly. My wife was recently hit in a parking lot - not her fault - I thought it would be captured on video but apparently the flash drive broke a week before the accident. The driver in the other car was rude. It would have great to have video evidence to share with the police.

Thanks for the heads up!

 

[Sudre]

The main difference is that it is easy to carry extra gas with you or even fit a larger, or extra, tank on a had car.

But not particularly safe (to carry extra gas with you) or inexpensive (to add an additional gas tank). It's not even cheap when the vehicle is designed to possibly have a second gas tank.

oh...yah... LOL

 

[Sudre]

So what I’m saying is a F150 is a fairly practical vehicle for your once a month trip to Home Depot or whatever, but as long as you don’t commute with it it doesn’t do that much harm. And resell value as it’s a ICE is crap anyway so might as well keep it.

But you're still paying license fees and insurance just to have it mostly sit there.

My comment on all the "insurance not required": Why/how would the average owner have a vehicle they never intended to drive on a public road but yet still somehow planned to get to Home Depot with it once a month? Very rare.

Irrelevant of all the other information.
You can rent a Home Depot truck for $20 in my area.
No extra insurance
No maintenance
No licensing
No worries.
Just get your stuff drop it at home and return the truck.

 

[jerry33]

Gain? Or loss?

Depends on what side you're on. Gain in this case means to gain your objective.

 

[BioSehnsucht]

My conversation with the Tesla employee from Riverbend (AKA Gigafactory 2) current intent is to not replace any V2, manufacturing V3 strictly for new installations.

They're not replacing them any time soon for sure. Elon stated (I don't recall when/where) that they would eventually upgrade the older locations, but not any time soon. Of course, that's always subject to change ..

 

[jerry33]

They're not replacing them any time soon for sure. Elon stated (I don't recall when/where) that they would eventually upgrade the older locations, but not any time soon. Of course, that's always subject to change ..

Building out/expanding existing locations should be the goal at this time. When there are limited funds (and there are always limited funds) the plan is to get the most bang for your buck. Upgrades will happen when either the current equipment reaches EOL or in those locations where there is massive congestion.

 

[Foghat]

Lex Fridman (MIT) tweeted that Tesla has over 528,000 HW2+ to date, and 692,000 total Teslas in the wild.

When Elon says he'll have 1 million robotaxi capable cars delivered by sometime next year, it is shocking how real that is when these numbers are truly appreciated.

Literally, Tesla will have a million cars on the road sometime in Q1 next year. From a few thousand in 2012, to now 1 million eight years later, it'ss truly mind blowing and should really be a major news story when it happens.

And the 1 million robotaxi capable fleet will be the next massive story right on its heels. When the over the air update turns on the network it will be unbelievable moment for sure.

Amazing time to be alive.

 

[Beltsbear]

That's the view in the rear mirror, several weeks back. Doubt it is still true.

Not only is it probably still true, it might not get to 35gwh run rate until the end of the year.

 

[MarcusMaximus]

Not only is it probably still true, it might not get to 35gwh run rate until the end of the year.

Based on....?

 

[ggr]

Mod: Posts about Maxwell tech moved to The Promise of Maxwell which already existed. --ggr

 

[ReflexFunds]

Based on....?

That's what Elon said at the AGM - hit 35GWh production rate late this year or early next year.
Cells shouldn't be a significant bottleneck for Fremont Model 3 production now that they have ramped the SR+ pack, I presume the GF1 cell production ramp from here will either be used for the 3k per week Model 3s at GF3, or for switching S&X to 2170.

 

[AlMc]

That's what Elon said at the AGM - hit 35GWh production rate late this year or early next year.
Cells shouldn't be a significant bottleneck for Fremont Model 3 production now that they have ramped the SR+ pack, I presume the GF1 cell production ramp from here will either be used for the 3k per week Model 3s at GF3, or for switching S&X to 2170.

or TE

 

[Fred42]

Story today on BMW and CEO replacement, had to share this comment:

"but with a new captain at the helm, perhaps BMW can start catching up to the Silicon Valley-based electric car maker as well."
​

BMW’s next CEO could revive an electric car initiative amid assault from EVs like Tesla
The options don't sound very promising, seems BMW is hurting.

This comment says a lot about the mindset out there (same article). Frohlich is one of them in line for the CEO open spot:

"Fröhlich’s more recent comments showed an even more dismissive stance on electric cars. In a round table interview in Munich, the BMW executive argued that “there is no customer requests for BEVs.” Doubling down, he added that “If we have a big offer, a big incentive, we could flood Europe and sell a million cars, but Europeans won’t buy these things. Customers in Europe do not buy EVs. We pressed these cars into the market, and they’re not wanted. We can deliver an electrified vehicle to each person, but they will not buy them.”
​

It all depends what you build. We all know everyone is so far behind, but Tesla has made it even more difficult for others to enter the market. This kinda goes against the mission unless the path forward is that traditional automotive dies and only new and innovative survive. Then I read articles like this and realize, nope, they still don't get it.

So, can ICE do BEV? I say no, conflict of interest, and doomed.

The problem isn't that they "don't get it." Frohlich is dissing what BMW is unable to manufacture anytime soon at a cost supported by market prices. And they want to benefit from existing capital investment and utilize their existing expertise as long as they can. Like others they seek to manage the message and slow down change for the benefit of their own economic interests. I would not assume they don't understand the difficult challenge they face.

 

[Artful Dodger]

post apocalyptic Mad Max world. Insurgents love blowing up fuel truck convoys

Yeah, if insurgents are blowing up fuel truck convoys in your neighborhood, that's POST- apocalyse, Max.

 

[Artful Dodger]

No doubt the equipment was not ordered until the acquisition was finalized.

Unless the equipment is from Grohmann, and the manufacturing site is Lathrop. Then there could be another stealth Tesla reveil at "Battery and Powertrain Investory Day".

Not saying there will be. Jus' sayin' is all.

Cheers!

 

[MarcusMaximus]

The problem isn't that they "don't get it." Frohlich is dissing what BMW is unable to manufacture anytime soon at a cost supported by market prices. And they want to benefit from existing capital investment and utilize their existing expertise as long as they can. Like others they seek to manage the message and slow down change for the benefit of their own economic interests. I would not assume they don't understand the difficult challenge they face.

I dunno, I think there’s an element here of “they don’t get it” also. Just like Blackberry thought they could take back their market by slapping a touchscreen on a Blackberry phone, legacy manufacturers seem to think they can take the EV market by slapping a battery on one of their ICE cars. They don’t get all the other things that set Tesla’s apart. An EV powertrain is necessary but not sufficient.

 

[Artful Dodger]

oh...yah... LOL

I rated that comment 'Helpful' because the smoke stops, reverses, and goes back inside the sandrail. Hey, we can dream, right?

Cheers!