Dreadnought
Member
If they were to further accumulate through PIF, they would hit the 5% mark after just 800k more shares according to the Yahoo and Nasdaq listings. Assuming these get updated quarterly, we should know more next week.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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If they were to further accumulate through PIF, they would hit the 5% mark after just 800k more shares according to the Yahoo and Nasdaq listings. Assuming these get updated quarterly, we should know more next week.
RFernatt
Solar/EV Owner/Enthusiast
Hmmm, maybe Tesla should partner with a developer/home builder to create the "community of the future". They could go traditional townhomes and small houses each with solar glass roofs, PW, and ultraefficient construction using sustainable materials or... Go full Mars colony with boring company tunnels right under the surface, large solar array on the ground above and some megapacks. Or, try a solarglass dome structure. Maybe use a lightweight frame to hold solarglass formed into dome segments.
Anyway, build a statement community that is good for the visibility of the area, maybe even a tourist attraction, and provides housing and another reason someone would want to work at Tesla GF1.
EDIT: Given the water issue, maybe a dome or underground (with skylights) structure would be preferable. I've read that raised solar panels with crops underneath reduce the need for water and could be another opportunity for community garden areas perhaps. Still, the water issue for a lot of people is a challenge. But, I guess it won't be any easier on Mars! Recycle that wastewater!
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Don't forget the water shortage. It seems very unlikely that further major growth would be possible for Reno. Substantial output increases might be were continuous efficiency improvements materialize. Probably the most important area of improvement needed is reducing need for water. Housing supply increases are obviously easy to do physically, but from whence comes the water supply? Water rights and supply have plagued this region, including Southern California since before I was born. Above all issues California Central Valley agriculture looms large.
The Reno/Sparks area gets it's water from the Truckee River:
Water Rights | Truckee Meadows Water Authority
That cryptic paper illustrates the issue. Zero new construction is possible there without acquiring water rights. Water rights actually do not convey the right to water if there is not enough to go around. The odds of inadeqaute flows from the Truckee River are rising very rapidly:
Science in the Truckee River Basin
Note that the Sierra Nevada snowpack is the primary source for Lake Tahoe which feeds the Truckee River.
Without going into excessive detail there will not be any substantial increase in water rights for GF-1 nor will there be for and major residential projects. Major conservation efforts might allow more growth, but without them any expansion will be self-defeating. There is no real disagreement about the crisis brewing but there is enormous disagreement about how to deal with it.
The first paragraph talked about Southern California only because almost the entirety of California (SFO East and South) and Nevada depends ultimately on snowpack. Wildfires happen due in large part to very dry conditions. Those happen when snowpack is inadequate to feed the rivers, streams and soil.
To be very clear about my opinions, I think both Fremont and Sparks are very challenged to have any substantial growth because of water limitations. The planning horizon for these projects is at least two decades. Thus I expect all significant growth for Tesla to be located in areas that are relatively resilient to climate change.
Is anybody in any doubt about this?
Here's a recent article about the issue, although it speaks almost entirely to the Las Vegas issues:
Water scarcity in Nevada hits 'critical mass,' state director of natural resources says
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They're not going to get to $10T with just automotive and energy I don't think, but autonomy + ride sharing... now those are BIG ****ING opportunities, and make $10T+ a possibility.
This is 100% speculation:
Tesla could consider St. Louis for production.
1. True manufacturing is HQ here. True is a large manufacturer of heavy stainless commercial kitchen equipment. (Cybertruck skill sets)
2. 2 car plants have closed in the past 15 years - Fenton (GM I believe, demolished) and Hazelwood (Ford, unknown condition). This implies both a working class and infrastructure to move automobiles.
3. St. Louis is (very) desperate for economic growth and has already shown it’s willing to throw in the kitchen sink for large companies (Amazon).
Just $.02
Tesla could consider St. Louis for production.
1. True manufacturing is HQ here. True is a large manufacturer of heavy stainless commercial kitchen equipment. (Cybertruck skill sets)
2. 2 car plants have closed in the past 15 years - Fenton (GM I believe, demolished) and Hazelwood (Ford, unknown condition). This implies both a working class and infrastructure to move automobiles.
3. St. Louis is (very) desperate for economic growth and has already shown it’s willing to throw in the kitchen sink for large companies (Amazon).
Just $.02
HG Wells
Martian Embassy
Just some idea riffing...
If only there were a tunneling company that could bore an aquaduct from the large fresh water supplies available on the far eastern side of the Rockies. If only there were a way to use solar/wind renewable energy to pump the water to an elevated storage location to recover the energy of pumping at the time the energy is needed and providing monetizable water/energy in the process. If only we could move secondary resources along with the water for delivery hundreds of miles away. If only, if only some of this made sense....
How about a consortium of displaced industries work on such a project cooperatively funded by a very small tax on USMCA in partnership with tech leadership. A win for labor, a win for capital, a win for regional interests, a win for international neighbors, so much winning. If only we could develop this technology in the case of one day needing it on another planet. If only we had some vision and guts to fix our own future by working with our neighbors and friends with the tools we have today.
The light of hope and opportunity is wonderful mixture.
Peace
LN1_Casey
Draco dormiens nunquam titillandus
With all of the severe Water restrictions for growing at GF1, do you think maybe Overlord Musk will build a hyper loop to GF1 from another location? It’d allow a large populous shift from immediate Nevada area, and allow more bodies for the factory.
An hour commute is reasonable, and an hour on a Hyperloop train can be very far away.
When you see CNBC experts asserting the law suits would cost Tesla tens of billions and bankwarpt the company, you would know what is FUD.
Where in reality, all that Tesla needs to do is write some attributions, bundle up open source codes they touched and put them on a server, then train people not to forget doing that in the future.
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Seems great until you realize that would devastate the other ecosystems just like the Colorado getting stripped and the famous and beutiful Colorado delta becoming a desert. You never want to shift water from one watershed to another. Period. Every part of the ecosystem is dependent upon those moisture conditions.
The answer is to move to where the water is, not to bring water to the F'ing desert. Chicago has lots and lots of water. That's a good start but hardly unique.
One of the earliest environmental lawsuits was regarding the Chicago river when St Louis sued Chicago because Chicago had turned the river around backwards and had it run from Chicago to the Mississippi instead of Lake Michigan. It kept the lake clean enough to drink and polluted the Mississippi which was the source of St Louis drinking water. They lost but Chicago eventually cleaned up the river. Lake Michigan is to this day very very clean and Chicago has a near endless supply of clean potable water. St Louis got revenge (ok, here comes a joke) they opened a bottle plant, put the Mississippi water into dark brown bottles and shipped it back to Chicago- they called it Budweiser.
Better than moving water. But I guess....why not just put the factory somewhere that isn't a desert.
Hate to break it to you, but the eastern Rockies already take water from the western slopes. There is none available.
They are required to report to the SEC within 14 days (IIRC) of hitting 5%. That would make the news.
Hmm...well I guess it will have to be like Elysium only much lower. I will have my anti gravity party right over your island.
Ship wreck survivers welcome of course.
Yep...moving water is a bad idea already. The idea should be to move people to the water.
Why are you just referencing the automotive part of the transport sector? Master Plan Part Deux already includes ALL forms of terrestrial transport.
Or to make new water from seawater with solar or wind.
Happy holidays everyone! Sorry for the absence, been a crazy year but should be back for good now. As it relates to Tesla, think this is just the beginning. Lot of good things on the come next year.
PS I was right about this being a generational opportunity at 260! Just turned into a multigenerational opportunity at 180 first.
PS I was right about this being a generational opportunity at 260! Just turned into a multigenerational opportunity at 180 first.
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