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

[Mike Ambler]

https://twitter.com/elonmusk/status/1288265150928125952?s=21

Had a contact earlier in the yr from a headhunter, for an Italian Automotive brand who was seeking someone to head up their battery efforts. I was thinking to talk with them just to outline my strategy....send the CEO, CFO, C_O to Elon on their begging knees for batteries (and powetrain, for that matter). That way they'd have a chance at survival...guaranteed 2nd place.

In the end I couldn't be bothered. If they can't work it out on their own, I don't think I would have been able to change their minds!

 

[wipster]

Yep. Supercharger-to-Lightning adapter.

edit: @wipster beat me to it

I was envisioning a clothes dryer hookup...

 

[Knightshade]

Please don’t quote out of context to make a point already made.

I quoted your exact words.

Which included you saying " Which then means premium priced vehicles. Which means that it’s not a mass market affordable vehicle. Which means it doesn’t do poo to advance the mission"


So I pointed out it ABSOLUTELY does somethign to advance the mission.... every single ICE premium vehicle replaced with an EV advances the mission.



If you wanna move the goalposts now to be "it doesn’t advance the mission quick enough" that's your call I guess.

. That’s the disagreement we have and still have. We don’t have time for this piddly market segment crap.

"that market segment crap" is exactly how Tesla managed to remain a functional company and get this far.


Starting the move to EVs with premium priced cars- before later being in a financial position to come out with mid-segment (roughly industry average) priced cars (and even then notice how the Y rollout began with the more premium priced ones- and the CT is going to do the same?)

That was literally Teslas 'secret' master plan- start at the high end of the market, make a cheaper model for more folks later, then a still cheaper one for even more folks later than that.


A legacy company deciding to follow that path, and paying Tesla to help them do it, would, in fact, "advance the mission" even if it's not as fast as you'd prefer.


Certainly seems better than them churning out more ICE premium cars instead anyway.



On top of that- even if Tesla has somehow found a way to NOT be battery limited to the point they can start re-selling some.... they'd be a lot more likely especially early on to be able to fill a volume of battery/motor orders for a premium legacy car that sells 50k units a year than a cheap mass market one that sells 300-500k units wouldn't they?

 

[Right_Said_Fred]

You’ll never miss any Tesla news if you follow this thread. Every link or video gets posted two or three times..

 

[dl003]

Twice in a row the market has risen sharply into FOMC meetings only to drop immediately afterward. I don't know what else it expects beside "there are a lot of risks in the market and we'll maintain monetary policies as accommodating as possible"
Am I missing something here?

 

[TheTalkingMule]

Super low volume. Up 2%. Any little bit of afternoon buying should get us back up to intraday high.

 

[Steve m]

If you do this, the button to reset the indicator must be labeled: "CONFIRM ENGINE NOT PRESENT"

Yea but if you press it I am going to use the sound system to simulate the engine stalling.

 

[Todd Burch]

Any little bit of afternoon buying should get us back up to intraday high.

By all means, please do partake, Mr. Mule. I'm out of dry powder.

 

[Mike Ambler]

The contexts i consider Tesla to be a leader in are;-

• Innovation
• Efficiency
• Continual improvement

Things like casting machines, Cybertruck design, Octovalve etc.

Ultimately these mean a better product is built for a lower price, in less time, using less wastage.

Then they get the panel gaps right...

Agreed...bigger fish to fry, ATM!

 

[Christine69420]

Tobias Lindh has a short update from Giga Berlin:

 

[Paul_SF]

Tobias Lindh has a short update from Giga Berlin:

so does Wuwa, from Shanghai:

 

[oldTAVguy]

so does Wuwa, from Shanghai:

Now we get updates from 3 building sites often. Can't wait for 4 and 5 sites at the same time. My mind will explode!

 

[Curt Renz]

You’ll never miss any Tesla news if you follow this thread. Every link or video gets posted two or three times..

I'm glad that's the case. I don't have the time to peruse hundreds of postings made since my previous visit. If news or videos appear in the last couple of pages, I'm appreciative.

 

[CorneliusXX]

Now we get updates from 3 building sites often. Can't wait for 4 and 5 sites at the same time. My mind will explode!

Need to start a 24hr news channel

 

[CorneliusXX]

As seen on twitter. “It’s becoming increasingly obvious that Tesla is going to be a very large company”.

View attachment 570193

@Right_Said_Fred you should have banned colonoscopy jokes earlier. As soon as you did that AJ started to remove his head from his butt.

 

[ZeApelido]

Does anyone know how Qualcomm managed to achieve this?

Qualcomm says its new charging tech can juice your phone from 0-50% in 5 minutes

I mean, phones have Li-ion batteries but going from 0-50% in 5 minutes?

Wait a second...did you put all your money back in to QCOM?

 

[MaChiMiB]

Now we get updates from 3 building sites often. Can't wait for 4 and 5 sites at the same time. My mind will explode!

so does Wuwa, from Shanghai:

And Jessica from Arizona (to go 10:25)

sry couldn't resist.

 

[vikings123]

so does Wuwa, from Shanghai:

That is one huge factory they are building there. Do we know what is the current production capacity for Model 3? I think they were aiming for 4K per week by end of Q2. Anybody have information on what they are at now and what they are aiming for Q3? Q4 will likely include some low production volume for Model Y.

 

[woodisgood]

Need to start a 24hr news channel

You do realize that'd probably be fairly lucrative? I'm not an expert on monetizing YouTube, but it seems like that idea would actually have legs.

 

[jerry33]

Hey Jerry, glad for you, but somewhat anecdotal.

True, but so are all the reports of panel gaps. We don't have a percentage of cars affected--nor do we have a percentage of other types of cars either, so it's not possible to have a non-anecdotal response. There are very few panel gap or other issues in the local Tesla Owners Club (and a lot of members). Panel gaps in Teslas are similar to saying people who drive with hats on are poor drivers. It's selection bias.