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

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Are we sure that's going to be a positive? Was it Elon's team that called her? Because, whatever the truth might be, I would guess that she could make some money too out of the situation, via Unsworth.

My understanding is that his ex-wife is not happy with Unsworth, and that his daughter isn't even on speaking terms with him. Unsworth has been trying to make a claim that the insult not only hurt him, but his family. I think Musk's team plans to establish that that's not the case.
 
is there a guesstimate on the FCA credit Tesla gets per EV sold in EU? Or is this more like a bulk deal?
See the assessment here:
Tesla, TSLA & the Investment World: the 2019 Investors' Roundtable

As far as I can tell, for 2020, the first ~20,000 Teslas sold reduce FCA’s penalty by around €19,000 each. From 20,000 on, they reduce the penalty by about €9,000 each.

I don’t think anyone knows how much/when FCA payments to Tesla are. In the past we have speculated 50% of the penalty reduction, so that would be around €9500/€4500 for each EV.
 
GM won't waste any time lacing up running shoes (they don't have any running shoes and they cost too much anyway). They intend to enter the race in wooden clogs. They feel this is the best way to impress their Dutch fans.;)
is that so that they can have an employee take one off and throw it into the works and then claim sabotage when things go awry?
 
The governor of Alaska is trying to convince Tesla to build the factory for the Cybertruck in the state, under the argument that "Nobody in the world balances resource development and environmental stewardship better than us.".

"... but when you're talking about a vehicle whose main selling point is, "I'm the most rugged civilian vehicle on Earth!", having a "Made In Alaska" label would probably be a good selling point. Also a good way to fight the "Teslas are only built for California weather" and "EVs can't take the cold" notions.

IMO the very best Cybertruck selling point for those who care most about truck ruggedness is a sledgehammer. Why not offer a Tesla branded sledgehammer for $50? There should be one in every gallery so that any skeptical truck roughnecks can use it to wail a few times on the side door as Franz did. If I owned a CT I'd keep one in the truck and offer it up to curious or skeptical rough types to see for themselves.
If they had attitude, I'd say "now show me how tough your truck is." I think taking a few hands on wacks on CT would open many closed minds among the rugged truck folk.
 
as at one point someone in the article says, the issue is how the words are actually used and the associated bias. When I was in Saudi Arabia, British and Americans were expats. The Filipinos, Indians and Pakistanis were TCNs, short for "third country nationals." Those usages followed the relative status -- being an expat was fine, being a TCN not so much.

So calling Unswerth an expat follows the convention of his elevated status above the hoi polloi of non-western migrants. But I'm not sure how that is relevant to the court case, much less investing.

MOD:

Here endeth today's Lesson in Language
 
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Of the coverage of the trial that I think has been the most fair to both sides and to the legal questions, I think Elizabeth Lopatto's would take the prize. Here's her latest piece. I highlighted a bit about the background; I'm glad Musk's team introduced this stuff.

Caver Unsworth testifies he felt ‘dirtied’ by Musk’s ‘pedo guy’ tweet

View attachment 484966

Also:

View attachment 484969

She of course goes onto Unsworth's emotional reaction during testimony. I wouldn't be surprised if undermining that as putting on a show will be a major focus of Elon's team today.

Throwing jabs at Musk's character...

> Musk is something of an expert in rude and contemptuous

Biased language and I don't buy her idea that off the record agreements mean you can publish without looking like a hack journalist.

> We are treated to a discussion of what “off the record” means — according to Musk, that means not for publication. (I see several journalists make faces; most of us understand “off the record” as a mutual agreement. A source cannot demand it unilaterally, which is ultimately why Mac published his story.)

Negative characterisation of Musk's lawyers.

> Bill Pryce, one of Musk’s lawyers who had the general air of a middle school principal

and

> Alex Spiro, Musk’s counsel, had more nervous energy than yesterday — he was practically vibrating.

Emotive language and supposition about Musk's mental state.

> One thing, however, seems true, though it is not testimony and I don’t know if the jury will consider it: this entire process has been more grueling for Unsworth than Musk. Unsworth has been in the court for the entire trial, listening to testimony he clearly finds hard to bear; Musk showed up for his testimony and vanished.

Lopatto throwing a bit of subjectivity into her closing argument in case it was not clear whose side she is on.

> I am convinced that Unsworth does feel humiliated, dirtied, and ashamed

Plus she minimizes all of Musk's arguments and expands all of Unsworth's arguments.
____

The Verge bringing more quality journalism from the likes of Andrew Hawkins...
 
I would not call that article unbiased. It paints Unsworth as a martyr verbally abused by the big bad wolf Musk, and even though it talks about the famous CNN interview of Unsworth which started the whole "fight" between the 2 men, it completely fails to mention that Unsworth told Musk to shove the sub up his butt. Avoiding to mention the primary reason that triggered the response tweet, that is the subject of the whole suit is kind of a major omission IMHO.

Another point which always seems to be missed besides the 'shove it where it hurts' quip, was that Unsworth initially attacked Musk's character that he was only doing it for PR. I don't think this is true at all, so here is Unsworth - a public figure after the cave rescue with an interview on CNN making false statements about Musk's character. Couldn't Musk be the one to sue Unsworth for exactly what Unsworth is trying to sue Musk for?
 
GM and LG JV on Ohio battery factory reported on CNBC moments ago, with GM and LG CEO giving shorts hope, pushing SP down. Just happened so no video yet unless watched live.
Didn't they have some UAW agreements recently that no EVs allowed, because they mean less jobs?

The Unsworth trial will probably extend into tomorrow, and at this point I'd say there's an even chance for both parties to win. Unsworth's lawyer isn't particularly good, but Unsworth's testimony was reportedly emotional - and I suspect much depends on whether the jury sympathizes with him.

She of course goes onto Unsworth's emotional reaction during testimony. I wouldn't be surprised if undermining that as putting on a show will be a major focus of Elon's team today.

So he can get "emotional" about an insult, but others can't?

What about emotions of other divers, who he intended to "make them suffer"?

I hope that piece is entered into evidence to show that his character does not suffer from defamation, it was already defamed.

Do we know if it's going to be allowed for it to be shown to the jury or it's somehow an inadmissible evidence? I believe it hasn't come up so far?
 
See the assessment here:
Tesla, TSLA & the Investment World: the 2019 Investors' Roundtable

As far as I can tell, for 2020, the first ~20,000 Teslas sold reduce FCA’s penalty by around €19,000 each. From 20,000 on, they reduce the penalty by about €9,000 each.

I don’t think anyone knows how much/when FCA payments to Tesla are. In the past we have speculated 50% of the penalty reduction, so that would be around €9500/€4500 for each EV.

If the pot of gold is as much as 2 billion a year, Tesla would need to sell 200,000 or more cars in Europe a year. Assuming they split the savings, they'd get 200 million for the first 20,000 cars. Does UK count to that total? Pre or post Brexit? They would only get $5000 per car after 20,000, so 180,000 would be needed to get 1 billion if they split. If FCA can split the credit across brands, they could save 19,000 euro or about $20,000 per vehicle up to 60,000 cars. That would be about $600,000 for Tesla. They could cut the cost of the Model 3 by $2500 to increase demand and still make an extra $2500 on every car over 60,000 in Europe.
A trade war could screw a lot of this up, so there are still risks.
 
Love his. Again gm following tesla lead. Partner with battery company to build a mini giga factory. Points out the lead tesla continues to have. Not going to look back but by my memory tesla announced giga factory about 5 years ago. At the time tesla sales were higher than gm electric sales now, guess that’s why they are not committing as much money to it than tesla did.

GM has to be a bit nervous about Tesla’s Model Y demand. Once it’s released, especially for the starting price of under $40k, GM’s SUV unit may have to provide buyers with steep discounts like the IPACE is doing now just to push units through the door.
 
New Jack Rickard video - haven't seen it mentioned yet. He's got an old-school ICE pickup guy. Not sure if it's going to be 100% CT related... hoping they get to a lot of the battery speculation as well, since Jack is really good about that sort of stuff.


Watching on double speed...
  • Speculating that the ribbed bed design, while something that will tend to accumulate gunk, would let you put twist locks into them
  • Talks about how salt trucks can get rusted out in a single year. Jokes about trucks have eyebrows over their wheels in some places because of the salt-related rust
  • WD-40 as a perfect cleaner - was designed for the space industry as a stainless steel cleaner and coating for the Atlas rocket.
  • Argues against the notion of cryogenically-treated steel
  • Considers the details of the 30x alloy to not matter much. Describes 301 as the defining alloy for this role, but 316 also has some desirable properties.
  • Jokes about people misreading 30x as "30 times" ;)
  • Points out that ultra-hard isn't a technical term, but that it's not inaccurate, in that if you keep running it through through the roller, you can make it even harder than full hard. Says that the main advantage is that the steel will be ridiculously hard to scratch.
  • Pulled out a power control unit from the Model 3 penthouse. Says that they could readily adapt the unit to output 240V AC as well, and that he's done basically the same thing in the past. You don't need a dedicated power converter. Would be astonished if the 240V is not the full ~10kW of the charger, since there's no good reason not to. Also: you could use the same hardware as an inverter for an offgrid solar system. That you "almost can't not do that", that you'd have to actively program the hardware to not be functional as a powerwall for an offgrid system. He's not a believer in using a car as V2G except for emergencies, but for prepper purposes, he thinks it'd be a great fit.
  • People keep asking Jack to make Model 3/S/X to do V2G. He says he could do it, but it's not worth it for him, because it'd be way too expensive from his side, and his work could be broken by an update. But from Tesla's side, it's almost too easy. But for Cybertruck, because of the need to output power, Tesla almost "can't not" give V2G.
  • Starts talking about towing and how energy consumption increases. Asked the truck guy what his range is when he tows; the guy laughs and says "in the single digits". Way deep in the single digits. ;)
  • Points out the class action lawsuit from Ford investors about Ford's fake EPA range numbers that they literally just made up.
  • Switches to the Trump-California MPG battle. Says that the rules were useful for him, as it was pushing automakers to make lighter vehicles. But the side effect is that you get these trucks with alumium body panels, which get dented by hailstones and the like... and then meanwhile, here comes Tesla with 30x stainless ;)
  • Points out the (uncomfortable but true) fact that drivers of heavier vehicles are much more likely to survive in accidents. Points out the obvious downside to this fact in that without regulations pushing for lighter vehicles, it would encourage an arms race to the point where everyone would be driving around in greyhound buses ;)
  • Okay, batteries now! He's convinced that Dahn's work about dendrite suppression via electrolyte modifications is correct, and also that he basically does have a 5000 cycle / million mile battery, and thus, Tesla does.
  • Discusses the possibility that Tesla's "transparent metal glass" is "transparent aluminum" (ALON, Alumium Oxynitride) [I'd speculated about this as well]. Actually a ceramic, sintered at very high temperatures and pressures. Strength: 350MPa on its own, and can get up to 700MPa by polishing the surface. Was 80% optical clarity, but new techniques are up to 98% optical clarity. About the same hardness as sapphire. Used in some military glass applications.
  • Points out that harder glasses tend to have more perfect, highly polished surfaces, and a side effect of this is that it's a natural Rain-X.
  • Re: windshield wipers: he thinks that if it really is something like polished ALON, water, dust, mud, etc won't even stick, so you might not even need them. "Permanent Rain-X. Probably better than Rain-X."
  • Re, lack of mirrors: he pointed out that while everyone points out that they're required, and that automakers are always eventually are forced to add them, he thinks that this is finally going to change - the NHTSA is accepting comments about a proposed rulechange to remove mirrors, and he thinks that removing them may be allowed by the time CT comes out.
  • Points out that bending sheet is slower than stamping. But the net production cost is much lower.
  • Thinks that the use of steel will make repairs cheaper than alumium, and thus potentially lower insurance costs, because alumium is a pain to repair. "Stainless steel is nothing but good news, guys."
  • Goes back to alumium. "Ford has designed their Ford-tough truck to be a girly aluminum body. Which I thought was great idea when I was converting cars and I could get a F-150 to convert and it'd be better because it's lighter, more range. But that's engineer talk. Truck talk guy is, aluminum is for girls. "Ford Tough", "Ram Power", and Chevy is "A Rock". All you have to do is watch the ads, and you know how to make a truck. And it isn't aluminum!"
  • Goes very blue sky and speculates that the cubic spinel structure of ALON would be conducive to being doped to function as a photovoltaic cell, and that it would make an excellent research project. But such a thing would be way off.
  • Talks about the R1T. Laughs. Wonders whether they'll actually ever even produce them. Re, delivery vans, he thinks that since they have a basically limitless order book for them from Amazon, and they're simpler, they may end up focus on them.
(Still listening :) )

Thanks for the link. Jack’s videos are great and informative, but I find his arrogance off putting.

1). He uses the perjorative term Tesla fanboys. What the hell? Tell me how any rational human who cares about the environment and civilization itself, would not be a huge fan of Tesla.

2) Arrogance makes being wrong more embarrassing. He stated an EV Pickup would have nearly the same range drop-off when towing, because physics... In actuality towing with a gas pickup puts the ICE under high load at lower RPM which is a more efficient regime of operation, so unfortunately an EV Pickup will incur a larger range hit when towing, than a gas pickup. So yes physics does always apply, but it is sometimes more complex than is readily apparent. A mistake anyone can make, but his certitude makes any mistakes seem worse. Of course, I could be wrong:)
 
It would certainly be nice to not have so many SCs tied to fast food places. My waist line doesn't need the encouragement.
A haircut place near the charger would be handy. Or a place to take a shower if you're on a long trip.

How about a "Service Charger", where you can get your wipers or tires replaced or rotated, washer fluid filled, car washed, waxed, detailing/car cleaning service, even state inspection while you're charging.

Could or does the Tesla (auto-inspect) itself? Does it know when a turn signal or parking light is out, or if anything is keeping it from passing inspection? That could make the process even more practical.
 
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