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

[shlokavica22]

Link? I tried to find it but cannot.

Link? Which subreddit was it and which post? Even if it got deleted already it can often be recovered.

Or was it on Twitter perhaps?

He posts very rarely (r/teslamotors) and I believe he/she is genuine. The reason I didn't link the comment was, because I don't want to put too much light on him/her (Vicki also had good intentions, but see how she ended her career at TSLA).

 

[RobStark]

The articles I'm seeing is that only a more expensive version will be available from the launch in 2020 for the following 12 months.

Dude in Yellow Jacket (Polestar CEO?) said it will launch at 39.9k Euro with production starting in March 2020.

 

[Alphacrux]

Hehe, well, there's a lot we can't say, but at the very least we can say that's not going to happen. At least not with Teslas currently on the road. The Model 3 pack for example is rated for a max of 525A, and there's some dispute as to whether the wiring is sufficient to deliver that. 180kW at low SoCs seems to be the highest "realistic" possible charging rate, and that doesn't mean that the charging curve will allow it.

Then again, that doesn't mean that the chargers themselves won't be capable of more (aka for future vehicles)

I would also add: better sharing. Instead of 135kw or so shared between neighboring stalls, the ability to share the max site power, say ~1 MW or so for an 8 stall site between all 8 stalls and an intelligent sharing algorithm.

 

[shlokavica22]

Elon Tusk aka E.T. as initials. Mars/Earth are merging in the picture. SpaceX and Tesla are...?

Look again

 

[KarenRei]

Dude in Yellow Jacket (Polestar CEO?) said it will launch at 39.9k Euro with production starting in March 2020.

Example:

Meet the Polestar 2, Volvo’s Tesla Model 3

"And then there’s the price. The launch version of the Polestar 2 (the only one available for the first year of production, which starts in early 2020) costs €59,900, although Polestar will offer a subscription-style plan (prices TBC) that includes one monthly payment to cover everything except charging. The long-range, AWD Model 3 starts at €58,800."

Re: the latter part, here's a fun thing all of the coverage seems to be forgetting: even if the EU auto tariff doesn't go away, Tesla will be building GF4 in Europe (I'd wager about a year behind the GF3 schedule). That's a 10%+overseas shipping discount (beyond ~2 years of cost and stat improvements)

 

[Unpilot]

Tusk's are branching out from a central point.
Model y ...letter Y looks like a tusk?

 

[MorrisonHiker]

My guess: All cars currently in production will have AP3 and SC v3.

Maybe also a bump (25 to 50%) in Supercharging speeds for all existing 100 kWh battery cars and Model 3s.

 

[Sancho]

Given Elon’s recent cryptic hints, I’m betting the announcement today is some kind of joint venture with GM.

 

[KarenRei]

Tusk's are branching out from a central point.
Model y ...letter Y looks like a tusk?

Well, the Tesla logo itself looks like a cat's nose, so if we're going down the "looks like" path, maybe there was something to Elon's catgirl jokes from a while back

 

[Todd Burch]

Musk rhymes with chusk.

Chusk starts with 'ch'.

Charging starts with ch.

So must be about supercharger v3.

Ah forget it, I'm not good at this stuff.

 

[davecolene0606]

And the Elephant in the room is...

Fire Away!

 

[Curt Renz]

My wild guess: Tesla and SpaceX will be merged into a single private company. Elon's new Mars-Earth Twitter avatar may be providing a clue.

 

[LytHka]

My wild guess: Tesla and SpaceX will be merged into a single private company. Elon's new Mars-Earth Twitter avatar may be providing a clue.

Looks more like a terraformed Mars to me.

 

[Cobbler]

Look again

You're correct!

It's blue and red on the same Earth!
BLUE = GM and Tesla = RED

Turns out KarenRei was correct?

 

[Ellec]

New battery breakthrough after buying up Maxwell they combined their techs to create a 600 mile range battery that charges in 10 mins and it's 10% cheaper than the current battery.

Or

Musk standing down and Elison takes over.

 

[dw4ngg]

Could be GF4 in Europe as the red in his earth is covering the continent and moving east

 

[KarenRei]

A small hedge fund manager threw shade at Tesla's Elon Musk at a private conference and said the stock was going to zero

I can't help but imagine him on stage sitting on a toilet and gesturing at the screen with a toothbrush-shaped laser pointer

A 152-slide Mark Spiegel TSLAQ presentation? Was the audience even conscious by the end? Did they have to get disinfected before the CDC would let them out of the building?

I do think it's fair to call Stanphyl Capital a hedge fund, in the sense that soon enough it's going to be operated by a guy living in a hedge.

 

[DFibRL8R]

Since lemur was an acronym for Limited Edition Mid Range, maybe tusk is also?

Apparently T.U.S.K. can refer to a Tank Urban Survival Kit which according to this website
Tank Urban Survival Kit (TUSK) | Military-Today.com
is fitted to tanks to provide improved protection, firepower and situational awareness.
Personally, that sounds pretty fun, tank mode enabled! Maybe sentry mode is going to the next level

 

[shlokavica22]

You're correct!

It's blue and red on the same Earth!
BLUE = GM and Tesla = RED

Turns out KarenRei was correct?

@LytHka already gave the answer. Let's not base speculations on obviously wrong presumptions.

A small hedge fund manager threw shade at Tesla's Elon Musk at a private conference and said the stock was going to zero

I can't help but imagine him on stage sitting on a toilet and gesturing at the screen with a toothbrush-shaped laser pointer

A 152-slide Mark Spiegel TSLAQ presentation? Was the audience even conscious by the end? Did they have to get disinfected before the CDC would let them out of the building?

Can we please stop paying attention to him?
Anyone here is aware he is at best disingenuous. Why waste energy on him?

 

[justobuf]

My news guesses in order from most likely to least likely

SC V3 unveil
Battery update maybe Maxell related
Model Y unveil date
Giga 4 announcement
Truck unveil date
Partnership announcement
Take private deal