Almost just had a heart attack. To be clear, this is NOT accurate.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Would like to add that I thought back then, in 2014, with all that Tesla was doing, other car companies would 'get wise' and start competing when they could plainly see that the Tesla product was better in ways that they couldn't compete with. And to be perfectly frank, it was apparent to vehicle engineers as well as lowly Staff Program Managers like myself. My assumption was that Tesla had a 5 to 7 year lead on critical components like AP hardware, Inverter efficiency, BMS software, infotainment software, OTA software and chassis packaging (for simplicity of this discussion). Given another company had vision and capital, they could implement a strategy and likely 'catch up' in 5 to 7 years.
Turns out, this hasn't happened, at all. With the speed of everything that is happening at Tesla in this pandemic, it seems Tesla has not only INCREASED this gap, but the gap continues to expand. I don't need to list out the reasons for this community, but it is so apparent now that there is ZERO competition outside of possibly Lucid (yeah Peter!) and hopefully Rivian. But the possible large capital and large scale traditional car companies are still not able to put in place a vision, hire or even attract proper management.
I'll add a bit of tidbit. I know custom ASIC development and I know technical program and product management as well as a customer delight. If Tesla has a battery breakthrough in the realm, even the ballpark, of increasing W/kg beyond that of the typical trend, their lead will continue to extend and grow well beyond 2030.
If you haven't read this article, The Case For Tesla's "Business Miracle" | Loup Ventures, it describes the 'business miracle' but in short, it is so rare to get more than 2 years head start, let alone 7 to 10 and then to STILL have at LEAST a 3 to 5 year lead (based on customer ASICs and software design) that continues to GROW is quite almost certainly a once in a lifetime event and quite possibly not yet seen in modern times.
Assuming no redundancy in the (un-normalized) database design
Pezpunk
Active Member
i keep trying to make TSLA a smaller percentage of my portfolio, but failing.
Sudre
Active Member
You don't understand options. That's fine.
Today was the strongest day of the whole rally since split announcement (not sure if the highest intraday climb, but a strong full green candle)
j6Lpi429@3j
Closed
This is nuts. How am I supposed to spend all this when the model Y doesn't even come to the UK this year?
StealthP3D
Well-Known Member
Y’all welcome for the price action today.seems like fate wants me to lose my share at 540 by the end of the week!
You don't feel lucky anymore?
LN1_Casey
Draco dormiens nunquam titillandus
pay extra to self import?
Y’all welcome for the price action today.
I can make you feel much better. I sold some at $540, too. In January.
ByeByeJohnny
Active Member
Can't find one big enough. Maybe we ca buy Australia together and dig some canals so we all get a private one.Agreed.....could be islands for everyone
LN1_Casey
Draco dormiens nunquam titillandus
You don't feel lucky anymore?
lol, I’m happy either way.
just thought I’d get more than one covered call in before they were exercised.
Do we have to wait until S&P announcement (maybe in an hour) before we can whisper short squeeze?
I always knew I liked this song! The best repeat song to keep oneself awake studying all night for pharmacology exams! Those days seem so long ago. Four years into the future sure are a lot more different than I ever would have imagined lol.
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