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

[Boomer19]

of course they developed their own alloy.

(it’s not like everyone has a rocket company as their side piece)

 

[Tslynk67]

This is starting to look like autonomy day.. Most of it is passing above investors heads, and the stock drops.

Don't know why - I found Autonomy Day challenging, but this is all super-obvious

 

[Etna]

Structural load carrying batteries, this is just incredible.

 

[Green Pete]

Don't know why - I found Autonomy Day challenging, but this is all super-obvious

I think they need to land a punchline that is easily understood at the end

 

[chrsk]

This presentation is too good to be true. I can't even process what's happening. It seems Tesla still has tons of work to do and verify.

Impressive, just wished they where a bit closer before they held the day.

 

[Boomer19]

so...30% + margins incoming?

 

[corduroy]

I love that they are rethinking EVERYTHING. Even standard chemistry practices that have been in use for 100 years. Every other car company is so screwed.

 

[TheTalkingMule]

OT question.........we're headed to single casting, but can I take the cast rear of a M3 and bolt/weld it directly to the frame of a 2003 Wrangler? I'd be interested in an EV Wrangler conversion with rear-only drive that bolts directly onto the rest of the frame maintaining the drive assembly entirely.

 

[hershey101]

so...30% + margins incoming?

35%+ imo

 

[ZeApelido]

Elon Musk has created negative mass.

 

[MABMAB]

Announce they bought PLL...soon!

No, li all they need in Nevada

 

[SoGA Fan Club]

Sorry to go against the general consensus, but Elon looks a bit overweight to my eyes. Fatherhood can do that to you though, been there...

Well, that went quite quick!

Yea, he looks very pale and overweight. He doesn't look healthy at all.

And gees, he sounds terrible. I can barely follow him. It's actually quite disturbing.

 

[henchman24]

I fear that a lot of this will go over people's heads, but this is a massive shift and shows how far ahead Tesla really is.

 

[Joe F]

Brethren, we are gathered here to lay ICE to rest. Finally.

 

[ohmman]

"Any car that does not take this architecture will not be competitive."

I feel like I have to agree with that.

 

[brkaus]

Does battery as a structure make the car disposable?

 

[Unpilot]

Auto manufactures----dead
Power plant's------------dead

 

[Cohiba]

The nerds at the hedge funds will have a field day tomorrow

 

[hershey101]

What's the current $/KWH cost for Model 3? Something like $150ish

 

[LN1_Casey]

Nice.