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

[Mike Smith]

I like the logo. Very cyber.

Tesla registers Cybertruck trademark ahead of November 21 unveiling

 

[anthonyj]

Rearrange the logo and what do you get... a Cybertruck

 

[JusRelax]

Cybertruck unveil invites are going out... this is what it looks like (no idea if anyone can take any hints from this but I can't):

Marques Brownlee on Twitter

 

[Skryll]

And credit shouldn't be given.

Most consumers don't care about theoretical reliability of design.

They care about actual reliability.

BTW All powertrains are very reliable in the first three years, even if not perfect. Differentiators is cosmetic defects and infotainment reliability.

Makes sense, but they are not doing three year+ reliability numbers at CR, are they? Because thats where the theoretical design reliability becomes actual.

 

[Mkorpal]

Cybertruck unveil invites are going out... this is what it looks like (no idea if anyone can take any hints from this but I can't):

Marques Brownlee on Twitter

View attachment 476967

I can see two tires.

 

[woodisgood]

We don't even know what the heck they're going to call it! I really doubt "Cybertruck" will be an official name.

Well, this aged about as poorly as possible for a half day...

 

[wipster]

Cybertruck unveil invites are going out... this is what it looks like (no idea if anyone can take any hints from this but I can't):

Marques Brownlee on Twitter

View attachment 476967

Anyone know the time yet? I'm assuming it will be simultaneously streamed as well...

 

[Mike Smith]

I can see two tires.

We have tires. Tires are confirmed.

Makes sense, but they are not doing three year+ reliability numbers at CR, are they? Because thats where the theoretical design reliability becomes actual.

Something like not having a transmission isn't theoretical anyway..

 

[Nocturnal]

Today in the Berlin state parliament there was a debate about the current state of the Berlin economy. All speakers welcomed Tesla´s decision to invest in Berlin. However there are some voices in the socialist and green party that are quoted in the media with critical opinions about Tesla producing oversized SUV in the planned factory. We have had an intense debate about SUV´s when there was a severe accident when the driver of a large SUV lost control and killed several people this summer. Also there is a big issue with the space large cars occupy in crowded Berlin. Further background is that the transport sector misses the national CO2 reduction targets by a large margin and rising SUV numbers are mostly blamed for that.

Did anyone point out the modest dimensions of the Y?

Smaller, yes, but few vehicles are as efficient as a Tesla.

They may as well argue for 100% motorcycle use for single occupancy vehicles.

That's one of those end goals that just isn't practical. If you want people to embrace being greener, don't tell them they need to all drive Smart Cars.

PS. The area is just a pine plantation so just one kind of trees all planted in neat rows that has little to do with a natural forest.

Those types of "forests" are pretty much deserts in terms of wildlife. Such a nothingburger. ​

​

 

[willow_hiller]

Anyone know the time yet? I'm assuming it will be simultaneously streamed as well...

From Tesla Cybrtrk

"Remarks will begin at 8 PM"

 

[Don TLR]

I saved this for after market hours. There's no direct mention of TSLA, but I think it's relevant to Tesla's efforts at machines that build machines. There's also a bit about rockets.

Giant 3D printers for making boats, bridges, buildings and rockets
Printing bigger and faster

[...]

Since they appeared in commercial form in the 1990s, 3d printers have generally been employed in factories to make small things like prototype models, components of jet-engines and dental crowns. Now, a new generation of outsize printers is arriving. These are capable of turning out much bigger objects than previously possible, and printing them faster.

[...]

The Maine university printer is able to extrude material at a rate of 70kg (150lbs) an hour. At the moment it can make things up to 30 metres long, 7 metres wide and 3 metres high, but those dimensions could easily be increased by building a bigger gantry. The arm carrying the nozzle can also be fitted with processing equipment, such as an automated milling head to grind off any surface imperfections.

[...] an Oak Ridge system was used by contractors to print specially shaped moulds for concrete castings on the façade of a 45-storey building on the site of an old sugar refinery in Brooklyn, New York. Usually, such moulds are made out of wood by skilled carpenters and might last only three or four pourings, so builders get through a lot of them. But, Dr Blue says, the 3d-printed versions, composed of carbon-fibre-reinforced plastic, were able to survive at least 200 pourings.

[...]

3d-printed rockets, Relativity Space says, can be made faster and with fewer parts than conventional ones. The company has big ambitions. Its first rockets will be used to launch satellites but it hopes eventually to use its production system, which it calls Stargate, to print a rocket on the surface of Mars. When it comes to wondering what 3d printing is capable of, it seems, even the sky is not the limit.

​

ARK Invest is into 3D Printers

3D Printing Archives - ARK Investment Management

 

[SpaceCash]

I gotta say this all feels bullish AF.

Just a perfect storm of positive developments. I do want a strong affirmative from Tesla regarding China production activity/status. I don't believe GF3 will produce that 17k figure by EOY as represented by that one article that did the rounds, so I think expectations there should be tempered to maybe a couple thousand. But Tesla is just killing it.

Never mentioned it before but I'm amazed by how good the Y looks, no small hints of awkwardness that I was low-key expecting due to its necessarily larger frame (like the X). I think that their decision to do the "chrome-delete" on the Y is a genius move and just perfectly agile (and nobody has done that before, out-the-factory chrome delete including door handles).
And they are really nailing the slow drip of tantalizing truck info. This is all so exciting and Tesla is imminently tri-continental now which is INVALUABLE.

 

[Cherry Wine]

Cybertruck unveil invites are going out... this is what it looks like (no idea if anyone can take any hints from this but I can't):

Marques Brownlee on Twitter

View attachment 476967

So that is indeed the lightbar. I'm getting hyped!

Also, imagine getting that invite and doing any single thing other than immediately clicking RSVP.

 

[Right_Said_Fred]

The event will be held indoors and outdoors, so I guess test drives confirmed.

 

[Cherry Wine]

The Cybrtrk has a Twitter account.

Tesla Cybrtrk (@TeslaCybrtrk) | Twitter

 

[TheGrimSweeper]

Bullish AF on the Semi-Truck. Think it's going to look great and perform even better.

 

[kengchang]

Too many entries....need to write a parser

 

[wipster]

From Tesla Cybrtrk

"Remarks will begin at 8 PM"

Thanks! A bit late for all the non West Coast folks (I'm assuming it's PST since it's at Hawthorne), but welcome to Elon Time. Guess I'll have to record "Young Sheldon."

 

[Thekiwi]

Colin Rusch destroys all of Charley Grant's arguments on CNBC

Tesla is poised to deliver both unit growth and also drive costs lower, says Oppenheimer analyst

I liked it, but was disappointed that some of Charley Grants most ludicrous statements went unchallenged such as the model 3 never being profitable & that Tesla was spending less capex than required to cover even ongoing replacement needs. Both of those statements are completely 100% false.

 

[clemens]

But the model Y that will be built in GF4 should be a counter to that problem in that it's a BEV and a smaller CUV/SUV. Plus it will be one of the safest vehicles on German roads, if not the most safe. All of those points need to be brought to the attention of socialist and green parties.

Maybe this changes once more 3 and Y will be seen on the road... But its also a very "Berlin" perspective. Traffic is bad here and cars in general are seen as a problem.
But I dont want to go to much off topic from investor issues. Just trying to give a little insight in the reactions to the announcement...