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

[LiveLong&Profit]

Remember that car charging is well established and understood.

The important issue before us is large truck charging. There will be different standards required and much larger real estate footprint. We need these as soon as possible to pull forward/incentivize EV trucking transition IMO.

Good point. Yes. Hope you are right.

But ... the public appeal of widely available and cheap car charging, though... Isn't range anxiety and not enough good chargers an argument that the powers that be would like to put to the grave? Because once the convenience issue is put to rest, then real change can happen.

Do people vote for making trucking more eco-friendly or for making sure that you can drive across America worry-free in your new, nice electric car?

 

[capster]

A lot of tech was way oversold...and ElonGate.

Wait, what? Now?!? You’re sure? I have ElonGate pencilled in for 2023.

That just throws everything off including the asteroid mining... especially the asteroid mining.

Hrrrmmph, lemme see if I can salvage my model... can’t delay the first Mars launch... maybe pull forward the... and carry the 2... ach, what a mess...

 

[AudubonB]

Guess I’ll have to change my brand of poison.

TequillPsi

Yecccccchhhh!

 

[mltv]

Remember that car charging is well established and understood.

The important issue before us is large truck charging. There will be different standards required and much larger real estate footprint. We need these as soon as possible to pull forward/incentivize EV trucking transition IMO.

Trucking has well define routes, rest stops, schedules and # of trucks at a certain time. May not be as tough as you think

 

[woodisgood]

OT
Gas Stations will become Charging station IF humans can't pull their heads out of their arses.
Gas stations should not become charging stations because...
1. the cost of prime commercial real estate. That should be a deal breaker right their.
2. cleaning the toxic site requires an additionally large amount of money
3 low income producing business can't afford expensive sites.

So where should charging stations be placed?
Easy call for my brain. In large shopping center parking lots, especially those with eateries
5 reasons I can think of right away.
1. Internet shopping has reduced the need for shopping parking lot sizes (especially during busy seasons like Christmas).
2. People can charge while they shop or dine.
3. Pull through charging would be a breeze with no building structures in the way.
4. Smart summon means that placing the chargers "way over there" will not be an issue when coming back to the car.
5. when automatic charging becomes possible the vehicle will drop you off and go charge, and then pick you up at the other end of the mall if you like. Which would cause the trip to actually be even fewer steps than if you got the best parking spot in the entire mall.

Another great place for Charging stations would in association with parks or community sports complexes. Walk around the park or play a couple of sets of tennis while your vehicle is charging.

The fact is that Gas stations require a huge expense to build and supply with gasoline/fuel, and therefore MUST have a minimum level of customers so they must be a certain size, and within a highly travelled area. Charging stations can be as few as ONE station. Charging stations do not require massive overhead or maintenance like refilling. Many retail businesses will put them in to attract customers.
Think about this...I can remember when gas stations were gas stations...a coke and a bag of stale cheetos were your food choices. Today Wawa promotes its food over its Gas. People actually stop at many food places to eat because they also have fuel available.
Instead of gas stations becoming charging stations I bet that more commercial grade/rate charging stations will be built at dining establishments of all kinds...especially along interstates. Drivers' cars will have the function of identifying the drivers' preferences for food and suggest and reserve charging times along the programmed routes.
The money stream created will not be ignored by bean counters. Especially the part where when a driver fails to move their vehicle within a certain number of minutes after recharging is completed they start incurring a fine. That will keep chargers open for use.
I can even see food services and other retail businesses issuing "validation" bar codes, or something more electronic, when a driver uses the services where the vehicle is charging... say like a kw/dollar spent?

My point is Gas station conversion to Charging stations is unimaginative and a poor thought.

It's one thing to think about where charging stations should ideally be, (and yes, agreed they make a ton of sense at shopping centers, restaurants, parks, etc.), and then another thing entirely to think about what a government sponsored/affiliated charging network would look like and specifically, what the goals of such a network would be. Right now it's total speculation such an ambitious project even exists - it could ultimately turn out to be nothing more than incentives that would apply to everyone but suit Tesla particularly well. But incentives don't qualify in my mind as "bigger/crazier."

Commercial interests will fill in the blanks with anything and everything that makes economic sense, and that's where much of what you suggested above will come from. Unfortunately, it's difficult to roll something out like that at scale because every commercial interest is unique, and then government/public utilities get involved too. Each project is its own slow-moving beast.

The government, if it choose an ambitious infrastructure plan that includes an open EV charging network, would approach the problem differently, and something like gas station conversion might be part of that, unimaginative and poor as it may be. As much as we like to think our neighbors seeing our Teslas makes them consider an EV, you know what else would? Seeing their fueling options dwindling and one step further, being replaced with the future.

 

[asburgers]

https://twitter.com/x/status/1375034092656291840

 

[oakejs]

I had posted this on Reddit but not here yet:

I ordered my LRAWD Model Y two days ago (March 23rd) in Alberta, Canada. It is apparently a brand new one built March 21st. I am taking delivery on Monday March 29th. That is crazy. I'm excited. I don't know how they can do that and have it shipped from Freemont to Calgary so fast.

I didn't think I would be but I am contributing to Q1. Just trying to do my part.

They actually called me yesterday and said that it was arriving earlier and I could pick it up Saturday or Sunday if I wanted.

That's amazing how they can build and ship the cars out so fast. It was built two days before I ordered and I am picking it up 8 days later in Canada.

I'm very excited as this is my first Tesla after being a shareholder for about a year and a half. I used Rob Maurer's referral code as a thank you to him for his amazing videos.

 

[buttershrimp]

Wait, what? Now?!? You’re sure? I have ElonGate pencilled in for 2023.

That just throws everything off including the asteroid mining... especially the asteroid mining.

Hrrrmmph, lemme see if I can salvage my model... can’t delay the first Mars launch... maybe pull forward the... and carry the 2... ach, what a mess...

I tweeted Elon the Electrek article on the hidden EPA range which I've been complaining about for months since they started hiding range in the pack last year. and used the term #Elongate my range. I think I'm a troll now.... Elon asked for it though right? Seriously though, I need the nanny state to stop hiding my range.

 

[kengchang]

I tweeted Elon the Electrek article on the hidden EPA range which I've been complaining about for months since they started hiding range in the pack last year. and used the term #Elongate my range. I think I'm a troll now.... Elon asked for it though right? Seriously though, I need the nanny state to stop hiding my range.

Tesla was sued because some Model S battery pack wasn't the capacity as denoted as the car model. They are not going to bring that back

 

[Tslynk67]

Think back a few months... There were reports going around of people in Europe using the Superchargers with non-Teslas succsefully... Tesla had been testing things and left it open until word got out and they had to lock it down. So they have been working on this for a while.

Yes, of course I remember that - what if these cars had this mythical "adapter"? We don't know.

 

[MP3Mike]

Yes, of course I remember that - what if these cars had this mythical "adapter"? We don't know.

We do know, it was random people, and they showed the whole thing on video with them plugging directly in to the car and not having to do anything to start the charge. Of course that is likely to change to require some authentication, like through a Tesla app to start with.

 

[mltv]

Tesla Tequila-inspired, lightning-shaped Decanter launches in Europe and China

True to Elon Musk’s words back in November, Tesla has now launched a collectible Tesla Tequila lightning bottle on its official shops in Europe and China. Dubbed as the Tesla Decanter, the hand-blown bottle could be another highly sought collectible from the electric car maker. Tesla launched...

www.teslarati.com

 

[Tes La Ferrari]

It would be awesome if gas stations were converted to charging stations. A big problem with charging stations today is you can't pull through and charge with a trailer attached, or a bike rack full of bikes on the back, or canoes/kayaks on top of the car unless you unload something/everything.

It sucks to have to remove four bikes (or a trailer) just to charge when traveling. Even worse when it's raining/snowing.

Perhaps Tesla should sell a special Supercharger extension cable for those that tow (with appropriate cooling etc to maintain charging speeds etc). Thus making every single supercharger stall a possible charging point for every single Tesla, regardless of whether it is towing something or not.

This would be much easier than the alternatives. Either : 1) Reconfigure all existing stalls to accommodate towing (not likely to happen) or 2) Have a few "tow" spots - which result in reduced charging ability for those that tow.

 

[H Mak]

The share price has essentially been flat for 3 months so I wonder whether Q1 deliveries next week will give it the kick up the @rse it deserves. 170K seems to be the accepted estimate which, if achieved would be a 93% YOY growth over 2020. You would expect such a spectacular increase to get noticed and bring in the buyers.

 

[uujjj2]

Why do people keep calling it 110V and 220V? The standard in the US is 120V and 240V.

Only a few random little countries use 110V. Over in Europe they use 230V.

 

[Mich]

Why do people keep calling it 110V and 220V? The standard in the US is 120V and 240V.

Only a few random little countries use 110V. Over in Europe they use 220V.

No, 230v

 

[Knightshade]

Perhaps Tesla should sell a special Supercharger extension cable for those that tow (with appropriate cooling etc to maintain charging speeds etc). Thus making every single supercharger stall a possible charging point for every single Tesla, regardless of whether it is towing something or not.

This would be much easier than the alternatives. Either : 1) Reconfigure all existing stalls to accommodate towing (not likely to happen) or 2) Have a few "tow" spots - which result in reduced charging ability for those that tow.

That would need to be a very long, very expensive cable. And be able to be constantly driven over too based on the layout of all the superchargers I've seen and how far away a CT pulling a trailer would need to park from the "pump".

 

[Mo City]

The share price has essentially been flat for 3 months so I wonder whether Q1 deliveries next week will give it the kick up the @rse it deserves. 170K seems to be the accepted estimate which, if achieved would be a 93% YOY growth over 2020. You would expect such a spectacular increase to get noticed and bring in the buyers.

No, because expectations for Q1 are already baked into the share price.

 

[Nocturnal]

Mark Levine at Ford blocked me on twitter. I guess because I said he was trolling. What a snowflake. Super smart of him to antagonize the largest group of EV owners in the world though. What a brilliant marketing manager.

Why do people keep calling it 110V and 220V? The standard in the US is 120V and 240V.

Only a few random little countries use 110V. Over in Europe they use 220V.

It used to be 110/220 in the US and that terminology has stuck a bit. Apparently it was even 117 for a while. I'm not an electrical expert but there is also a case to be made that 110 is what you wind up with after line loss.

 

[uujjj2]

No, 230v

Sorry, fixed it. Mr. Uujjj used to live in the United Arab Emirates, which does use 220V.