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

[ZsoZso]

Cali going ICE free soon????

Well, as long as you call 2035 "soon".
I have to give it to you though, your time-horizon is definitely longer than Wall-street's after battery day

 

[GBleck]

What advantage does hydrogen have over methane, propane etc made using renewable energy? Surely those are more energy dense, safer, less likely to destroy/embrittle pipes and storage.

For high energy industrial manufacturing like steel it's a good heat source.

 

[SOULPEDL]

It amazes me how many people don't get the Osborne effect

... and how much was potentially NOT revealed in order to avoid that effect. The headlines that would have propelled Tesla are the same that could have put it in the same boat as the portable computer company that defined the Osborne effect. Range, Million Mile battery... all kinda skipped for that reason it seems.

 

[GBleck]

... and how much was potentially NOT revealed in order to avoid that effect. The headlines that would have propelled Tesla are the same that could have put it in the same boat as the portable computer company that defined the Osborne effect. Range, Million Mile battery... all kinda skipped for that reason it seems.

I suspect the didn't mention the charge rate of the new tables cells for a reason.

 

[GOVA]

Q: With all presented during Battery Day - Is the Cyber Truck still supposed to happen by EOY 2021? Which batteries will it get?

 

[SOULPEDL]

I suspect the didn't mention the charge rate of the new tables cells for a reason.

Exactly. That one slipped my mind and a great example of keeping the timeline illusive.

 

[mrdoubleb]

Q: With all presented during Battery Day - Is the Cyber Truck still supposed to happen by EOY 2021? Which batteries will it get?

My guess: Giga Texas starts production about a year from now. It will get 4680 cell production lines and these will go into Cyber and Semi first. Fremont/Kato Road 4680 should go into Plaid and Roadster.

 

[Gilesmiles]

My contribution for Q3....

 

[mekberg]

I was at the gym and missed the opening dip. Set a cheeky limit order at 370 which filled while I was showering. Love that MMD.

 

[bkp_duke]

My contribution for Q3....



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Nice Chrome Delete!

 

[SOULPEDL]

Q: With all presented during Battery Day - Is the Cyber Truck still supposed to happen by EOY 2021? Which batteries will it get?

Far as I know yes (isn't Texas done yet?). But which version of the truck IDK. I ordered the dual motor, but they might go for mighty and do the tri motor who knows. Whatever truck has them batteries, that's the one I want!

 

[jhm]

One thing that surprises me about all the follow-up discussion on battery day. People keep talking about Tesla's goals and how they might not meet them at all if things don't go well, and how in any case it may take longer than they think.

What seems to be eluding people is that Tesla didn't discuss its goals at all. What Tesla presented were its plans along with estimates from engineering and manufacturing on when they could all be met. Note that the time estimates were for accomplishing all of the goals. Partial success, and complete success on some sub-goals has no doubt already been achieved. And, as goals are met the technology will find its way into vehicles and energy solutions.

What Tesla's actual goals are we have no idea, just that they are certainly more ambitious than the plans we heard about.

Producing 100 GWh in 2022 and 3 TWh in 2030, are these not goals?

 

[OrthoSurg]

Great way to Osborne, buddy!

It amazes me how many people dont get the Osborne effect

The only thing Tesla could learn from Nikola is how to prevent any Osborne effect. Do not ever manufacture any product.

 

[gene]

My contribution to Q3. Picked this car up yesterday. Happy to say there are zero defects, zero issues. My friends at Santa Barbara Tesla said that the last 30 days, even during the end of quarter rush, that the cars are coming in looking really excellent. Vin 52xxx

 

[elasalle]

FUDsters have till tomorrow. Next week Q3 delivery expectations will kick in.

130K+ deliveries.

 

[bkp_duke]

View attachment 591741 My contribution to Q3. Picked this car up yesterday. Happy to say there are zero defects, zero issues. My friends at Santa Barbara Tesla said that the last 30 days, even during the end of quarter rush, that the cars are coming in looking really excellent. Vin 52xxx

Wonder if there is any way to easily tell if your car has the single rear "giga" casting, or the pair of "mega" castings. Just curious approximately what VIN those are starting at.

Regardless, nice car.

 

[vikings123]

My contribution for Q3....



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Just curious: Did you wait for battery day announcements to pull the trigger or was this always part of your plans? Anecdotal evidence but given how much Elon seems to have been worried about Osborning it's good to get a recent buyer's perspective.

 

[SOULPEDL]

By the way, I'm holding off on buying more Teslas until they have new batteries (could be a while). I considered the Y pre-Battery Day, but I'm going to hold off for the truck which is what really fills my needs better - with A/C for the cargo area. Oh I really hope they do that!!!

And there inlies the Osborne problem.

 

[jhm]

Set a series of limit orders at $365, $360, $355, and $350.

This was while the price was last near $370. Price is headed the other way.

 

[jerry33]

What advantage does hydrogen have over methane, propane etc made using renewable energy? Surely those are more energy dense, safer, less likely to destroy/embrittle pipes and storage.

It requires more service, so the legacy companies can make more profit.