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

BlackS

Supporting Member
Feb 20, 2018
2,084
16,838
USA
Guys/Gals....it could be worse:

upload_2020-7-24_8-38-7.png
 

Lycanthrope

S3XY old dude
Nov 15, 2013
8,664
65,939
At home
About that Chamath interview... I am not sure he is right about energy trading. He made it sound like "all of us" will be able to trade energy with the new Tesla Autobid software, but the way I understood was that this is for Powerpack/Megapack not Powerwall. Even if the SW makes this seamless and needs no knowledge/skills from the end user, I am pretty sure that energy trading is not something just any residential user can do. At least in Hungary you need a rather expensive permit for it and I bet your local utility company needs to OK as well. This is meant for companies, not private citizens.

You're thinking about now, the really smart guys (no offence) are thinking way ahead...

And Hungary is hardly an example of democracy now, is it :p
 
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Reactions: BlackS

AMN

Supporting Member
May 24, 2013
384
1,429
MSP, JFK, BZN
Tesla Virtual Power Plant
Colin Breck and Percy Link explore the evolution of Tesla's Virtual Power Plant (VPP) architecture
A VPP is a network of distributed energy-resources (often solar, wind, batteries) that are aggregated to provide smarter and more flexible power generation, distribution, and availability. Tesla's VPP consists of vertically integrated hardware and software, including both cloud and edge computing

Found this presentation a while back. It discusses the architecture of how this whole thing is set up.

I cannot stress the profound significance of this. This will result in the largest wealth transfer of the century. Place your bets wisely.
 

StealthP3D

Well-Known Member
Dec 12, 2018
8,629
63,219
Maple Falls, WA
I really wonder if at some point given the challenges he has had at VW he does not end up working for Tesla. He seems to get it but I think it is more the internal culture at VW than his leadership. Elon and him seem to really respect one another and Diess does not seem like a guy with such a big ego that he would only take a CEO role.

I like Diess and he seems to get it. But I would be very surprised to see him working at Tesla. It's very hard to completely unlearn the culture one came from.

A very successful chef/restaurant owner once hired me at age 25 as the only other cook in the most expensive and smallest restaurant on the ski hill. I had zero experience cooking fine food. She later told me she learned long ago it was easier to train a blank slate from scratch than to re-train someone who thought they already knew how to cook. Diess might "get it" but he has spent his entire career immersed in the wrong corporate culture.
 

Nocturnal

Supporting Member
Aug 23, 2018
6,054
30,078
In the middle
I don't know about you guys but Elon's pitch to potential employees was solid. I started my career in consulting with wide eyed visions of helping companies improve. Being able to see something stupid, call it out, and get it fixed. LOL, boy was I naïve. Working for Tesla would definitely be very hard, but that part is incredibly enticing.

I really don’t care. Tesla gets so much more out of this. It’s no longer that “other country” California’s car. Texas will give Tesla A LOT of exposure/cred to the other 1/2 of the country. That stupid tweet will now let me go into rural counties and not get nearly as much ire. Just this weekend my wife and I went to the country to view the comet and parked on the side of a rural country road. Three trucks stopped to see if we needed help (or find out what we were doing), but one yelled out “Ha ha, your Tesla ran out of juice!” 100% that guy has seen Trump’s tweet. It couldn’t feel sweeter.

It’s the first and only Trump tweet I will ever “like”.
Agreed. I think he is stupid and incredibly dangerous but moving the US to clean energy is critical to the planet (and my own retirement). I'll take help from the devil if we get it.
 

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