Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

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

This site may earn commission on affiliate links.
I found this video relevant to understand some of Tesla’s competition for FSD:

Mobileye seems to have gotten pretty far, at least in development. With Intel behind them, they will be a very serious competitior to Tesla.

I'd like to comment on a particular point of debate that always crops up with regards to Tesla's camera suite and the idea that more cameras are required. Here is a screen cap from the Mobileye presentation showing their own "camera-only" setup:

upload_2021-1-13_12-16-8.png


I'd say this is a point in favor of Tesla's positioning of their cameras, with the main differences being the placement of the rear camera, cleaning solution, and extra parking cameras. It certainly seems like Mobileye concurs with the front/side camera placement that Tesla is going with.
 
"Electric vehicle maker Lucid Motors is in talks to go public through a merger with a special-purpose acquisition companies run by former Citigroup rainmaker Michael Klein, according to people familiar with the matter."

That language would make me very cautious about assuming it's real.


This is a fair comment @StealthP3D . That line made me pause as well.

I believe this to be highly speculative, and I'm not cashing out core TSLA shares to jump into this. ( FWIW - I have not sold a single TSLA share since I began buying. )

I view this and a lot of the SPACS as risky plays, and would not want noobs or others here to rush into it thinking it is "the same as TSLA but cheaper." Everyone should do their own research.

I did take a position in this as I consider there to be a small chance of success - which could be worthwhile, but I'm certainly not betting the farm on it. This could well drop, and there is a lot of risk.

Not advise, but I wouldn't invest money in this that I couldn't afford to lose.
 
  • Helpful
Reactions: capster
I'm sure this was already discussed many pages back, but wanted to chime in. When I saw GM's "Vertical take-off and landing" drone vehicle as a flagship concept for their EV future, I half died. They finally signal they understand the pressure from Tesla, they change their logo, make this big announcement... and it's absurd nonsense, once again. As TSLA appreciates, I hope folks with price targets realize GM won't exist anymore. There's no time left for silly empty promises, it's 2021. You can't even make a real EV, and you imagine a VTOL? I feel bad for them. Oh well. More $ to TSLA.
 
With my TSLA gains, I’m planning to buy the model Y for a family member who will soon need a car. This person has now spent time reading about various EVs and concluded that the Nissan Ayria is better because the Y is made in China, and there’s a local Nissan dealership. It was a hard two hour phone call explaining that almost NONE of those phantom EVs will be available within five years or even available in a non-CARB state.

You might inform this family member that, when buying in the US, the Model Y is made in the USA.

Your profile location is given as "WA". I don't know if that's intended to signify Washington State, USA, Western Australia, or somewhere else entirely. The location a member lists in their profile often helps me clarify their statements and put them in proper perspective, whether they be about weather, taxes, driving conditions, money, shopping, or a host of other subjects.

For that reason, I would encourage everyone to check their profiles and make sure they have a location listed that is unambiguous. It's not like a TSLAQ member is going to be able to track you down and strangle you in a jealous rage simply because you accurately indicated which region you live in. ;)
 
Mobileye has no vehicles on the road with their full sensor suite (even vision only) collecting data. And they will have very little this year.

that plus the feedback loop & the speed of getting data back to their backend & retraining models is most likely at least an order of magnitude slower than Tesla's

can they query the entire fleet across 6 OEMs and get video right back? Don't think so
 
Would love to see Tesla build a reimagined Gigafactory in India that's not vehicle focused. Primarily a cell manufacturing operation with several lines of different vehicle packs and finished energy products. That's what the Indian market needs and would fit the mission most. Just building Model 3's(or even 2's) would be silly and far less impactful IMO.

I fully agree! Tesla Energy is the low hanging fruit in India for Tesla. India has huge solar and wind energy projects. Massive need for battery storage as their grid is terrible. Rural electrification is a major goal. So batteries and PV is where Tesla should focussing their production $$$ on in India.

S3XY etc. is just fluff. They don't need to even make them there. The market will take what is thrown at them. Although "God*" have mercy on everyone's soul who's going to drive there. The last time I was in Mumbai (early 2020) it took me almost 4h to get from Gateway of India (downtown) to the airport....that's less than 20 miles!

*as an atheist it's hard to call on "God"
 
Interestingly secretive press release about a new battery assembly line in Germany: Manz orders assembly line for round cell battery modules - electrive.com

The engineering company Manz has received an order from an unnamed US electric vehicle manufacturer for an assembly line for battery modules made of round cells in the lower double-digit million euro range. The first lines are to be installed in 2021.

Manz sets itself apart from its competitors with a laser process for welding round cells into modules. According to CEO Martin Drasch, the customer relies on Manz’s BLS 500 laser platform and LightAssembly modular assembly platform. For the time being, the machine specialist from Reutlingen is not disclosing any further facts about the order.

However, in an accompanying press release, Manz sprinkles in a few more references to the customer. For example, it is a promising US pioneer of electric mobility and a new customer for Manz. And Manz talks about highly efficient round cells that the customer uses and the great market potential that these cells have from the German company’s point of view.

The fact is that there are rather few electric car manufacturers that rely exclusively on round cells. However, the best-known proponent of this cell format is Tesla, to which the evidence would also fit. However, this is an uncertain conclusion. The Californian company uses round cells of the 18650 and 2170 type and introduced an even larger and more powerful round cell called 4680 only a few months ago. In contrast, German carmakers, for example, tend to rely on prismatic cells and pouch cells.

However, it is also interesting to note that this is a new customer for Manz: the first rumors that Manz was supplying Tesla already existed years ago in the run-up to the construction of Gigafactory 1 in Nevada. If Tesla is already a customer of Manz, Tesla is ruled out here.
 
Same in NC.

The EV registration tax is to try and make up for lost gas tax revenue that goes to roadwork budget.... it's still less than I paid in fuel taxes (well, it is with pre-covid miles driven, might not be right now...)

But I'd expect to see a lot more of this in various states- the road $ has to come from somewhere, and there'll be less and less of it over time from gasoline tax.

If that is your metric for taxation, then why doesn't the gas tax include extra taxes to fund chemotherapy, asthma and COPD treatments, doctor visits for headaches, sleeplessness, and other proven ailments and deaths caused by breathing road fumes? It doesn't stop there because we have global warming induced sea-level rise, loss of property value, increased storm damage, higher air-conditioning bills, and on and on. Limiting the gas to tax to only pay for road maintenance is irrational in the extreme. If the true property and health costs of ICE vehicles were included in the gas tax, I estimate gas would cost $10/gallon.

If gas taxes are not raised to reflect these things than EV's should at least be free of road taxes!
 
If that is your metric for taxation, then why doesn't the gas tax include extra taxes to fund chemotherapy, asthma and COPD treatments, doctor visits for headaches, sleeplessness, and other proven ailments and deaths caused by breathing road fumes? It doesn't stop there because we have global warming induced sea-level rise, loss of property value, increased storm damage, higher air-conditioning bills, and on and on. Limiting the gas to tax to only pay for road maintenance is irrational in the extreme. If the true property and health costs of ICE vehicles were included in the gas tax, I estimate gas would cost $10/gallon.

If gas taxes are not raised to reflect these things than EV's should at least be free of road taxes!

We still need roads for EVs. Maybe ICE vehicle owners should be shouldered with a health and carbon tax? (wait, I'm one of them :eek:)
 
I fail to see how either Tesla or Mobileye camera suite can see far enough down the road at a T intersection to safely make a left turn. You come up to a stop sign on a rural road, you stop, you look WAY down the road to see if some maniac is coming and then quickly make your turn. The camera ranges shown by Tesla and Mobileye do not make me confident they can make this turn safely. I'm sorry. If I am missing something, it's because they have not shown me why they can handle this situation.
 
I'm very curious to see what will be involved with Tesla India. It's hard to imagine Tesla dealing with all that red tape and building a factory.
This is the primary reason I have yet to use Bitcoin. I don't trust myself to risk so much to me keeping up with the encryption key/password while simultaneously preventing it from being discovered. It is a conundrum that can likely only be resolved by DNA being used as the encryption key.
Not an issue if you keep it in something like CashApp or Paypal.
 
  • Informative
Reactions: 2daMoon