anthonyj
Stonks
Darn you guys buying the dip. Oh well. I’ll sell some at $380 in a few months and buy some more at $230 in maybe December?
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i was looking at that too. isn’t it the zev credits they’ve accumulated and not to do with FCA yet? i thought FCA was speculated to be a 200-300mm anyway. yes more than the 140 but not so much that the company depends on it ??
Actually that's incorrect.- 2170 enable a much higher charge rate
- 2170 arguably have a longer life cycle
We are holding off on our purchase till the battery pack update on the X or the model Y.
One is listed in Toledo, OH now also. Much better for SE Michigan. 2 hours closer than Cleveland (each way).I will say that I think Tesla is seriously working on the service issues. Last time I communicated, comms were far better than before. Every report is saying that parts availability is improving substantially and quite quickly. And they've actually got a service center in Albany, which shows some attention to geography!
Yep, it makes me not buy the product which is advertised. Even if the product is actually good.
There are two ways to respond to subconscious suggestion. I happen to be what they sometimes call "oppositional-defiant", which is relatively uncommon.
So most advertising flat-out backfires on me: the more you advertise, the less likely I am to buy your product.
Unfortunately, I'm in a tiny minority of humans.
I think $240 will be vigorously defended. Getting back above that would make this drop look like a look below and fail with obvious climb potential. Shorts cannot let that happen if they can help it.
Actually that's incorrect.
- There is no reason that 18650s can't get the same chemistry as used in Model 3. Both charge rate and cycle life are more about chemistry than packaging and in any case, the smaller package is better for both.
- Why? Well, larger cells have worse surface to volume ratio (2170 added +16.6 diameter => +16.6% surface and due to squaring +36% volume) which affects cooling and with it, (dis)charging rate and duration before suffering degradation.
"Automotive Regulatory Credits
We recognize revenue on the sale of regulatory credits at the time control of the regulatory credits is transferred to the purchasing party as automotive revenue in the consolidated statement of operations. Deferred revenue related to sales of automotive regulatory credits was $140.0 million and $0 as of March 31, 2019 and December 31, 2018, respectively. We expect to recognize the deferred revenue as of March 31, 2019 over the next 2 to 3 years."
Is this FCA? As I'm reading this it's a one time payment of 140m$, but that doesn't square up for me at all.
I heard the same way that yes it makes sense but only when the time is right. I assume he thinks maybe waiting a few quarters. If we see the debt repayment, next one is in Q4, maybe best to raise right before that or try to roll forward the debt. Also instead of equity, why can’t they issue convertibles? That should be less dilutive than the current stock levels.
Seems like if you were having that big an issue with the 3s you would have taken them out of service and sold them for sometimg else (especially if you had other makes of cars too). If you went out of business why are you using your last $$ to buy a billboard adv.? If I was your creditor I would have some issues with that.
That seems the way to go.Maybe new packs w/ 18650s and ribbon cooling loops in the works? 300kw charging possible?
Tesla: 41.3B
Ford: 40.5B
That didn't last long..
Because all things are not technical questions. Some of them are about management - and ability to take risks.I didn't ask about marketplace, I asked a technical question. Why advantage does Tesla have over Waymo solving unprotected left turns?
Lidar is also ugly and expensive. You will never have personal cars that are shared via ride services with a giant LIDAR array on top.Because all things are not technical questions. Some of them are about management - and ability to take risks.
Tesla can put the left turn algorithm out as Beta and let the fleet make it better. Apparently an approach Google doesn't take. Remember to get good training data - you need a lot of variations. Both "good" and "bad" variations. That is when NN learns the best.
The other thing to consider are your assumptions. That they have better "sensors". May be they don't - may be Lidar is not the right sensor. Humans use vision and if you want to mimic human actions through NN, may be the right sensor is to use cameras. Not Lidar.
One is listed in Toledo, OH now also. Much better for SE Michigan. 2 hours closer than Cleveland (each way).
Good luck. Nobody in the commercial software business seems to provide release notes at all any more. Software development standards everywhere are awful these days compared to the 1970s.