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

[Dancing Lemur]

Um, yeah, if the hand-wringing over this could be postponed until the next legislative session, that would be great.​

...which is in 2023.

So yeah, would have been nice to get around to it this time. As vehicles start shipping, the story will get more traction, and it’s not a good look for TX. Even Florida can point and laugh for once.

 

[brianhn1]

A car carrier returning to the Austin gigafactory is most likely going to be empty so why not just load it up with some Model Ys and Cybertrucks for local customers? Cost isn't going to be "double" for local customers.

 

[kbM3]

Nice Twitter thread with a detailed examination of a Charlie Munger pearl of wisdom. Great read for all investors.

Interestingly the example of a high growth company that looks so great in the comparison, looks like the low growth company when compared to Tesla’s ultra-growth

https://twitter.com/x/status/1399083401697628162

 

[StealthP3D]

The F-150 Pro with 300 miles is not available. to retail.

FTFY

 

[dhanson865]

FSD in a controlled tunnel is not what we all think of when we speak of Robotaxis/Tesla Network.

operating in a closed tunnel (no intersections, no oncoming traffic, single lane, no pedestrians) is very different from operating on the surface streets. I am pretty sure, the current Autopilot is already perfectly capable of handling the tunnel driving.

Yes but it will be handling entering and exiting customers and pedestrians milling about.

It isn't every aspect of FSD but it sure does break new ground that is required for the robotaxi role.

 

[StealthP3D]

View attachment 667959

My 1969 Nissan Patrol with a 4L 6 cylinder had a top speed of 78 mph at redline. And it didn't have any Cruise Control. Actually, it did. You pulled out this cable knob and turned it 1/4 turn to the left and it would hold the carburetor's throttle plate wherever you set it.

 

[StealthP3D]

a typical Tesla owner does not and ABSOLUTELY SHOULD NOT give a crap about the share price or burying short sellers.

Agree on point one. Disagree on point two.

The share price will go up and down on it's own timeline and there's not much I can do about it. On the other hand, I absolutely love watching TSLA short-sellers getting burned and buried. It's good clean fun! And I should (and do) care about having fun.

 

[Unpilot]

Caramel Lace Tuiles Recipe

These caramel tuiles are a bit non-traditional. They are not a cracker, but toffee candy melted into a flat lace structure. They do not have a crisp texture as a cookie tuile would, but will soften in your mouth to suck on like a caramel candy. They are a suitable garnish for ice cream and...

chefiso.com

No, you’re welcome.

That looks like a dogecoin.

But really at your age you should not be eating that crap.
Sugar will sap out the last of your nine lives pretty fast.

 

[Rarity]

Nice Twitter thread with a detailed examination of a Charlie Munger pearl of wisdom. Great read for all investors.

Interestingly the example of a high growth company that looks so great in the comparison, looks like the low growth company when compared to Tesla’s ultra-growth

Be careful. Tesla is probably the WW company for the next 10 years, but may be the M company thereafter, just due to the fact that it is difficult to find ever-bigger markets to play in. Perversely, the extra "W" for the next 10 years may come at the expense of the "W" after 10 years.

 

[Lessmog]

Shocker. People losing their sucrose, thinking they know better, fornicating with impatience, and just basically reminding me why we’re in this predicament in the first place. Shame on every single one of you feeding the corn syrup ladened bonbon. May your options melt like a butterscotch tuile under hot water.

I think my eye teeth just formed cavities reading this.

So much FUDge ...

 

[printf42]

https://twitter.com/x/status/1399394691037151233

These TSLAQ are getting unbearable, why not recall any steering rack that doesn’t have hydraulic, and parking brakes that doesn’t have cable connected to a lever?

Oh, Tesla is shipping cars without an gas engine, stop them! Fraud!

/s

 

[sandervl]

In case anybody is curious if Tesla is producing the new Model S (from the TMC Model S Delivery Update thread):

Hundreds of new MS cars waiting in a parking lot and getting very dirty

 

[redan]

This was interesting:

https://twitter.com/x/status/1398753467016126472

We learned there is at least one other employee of GLJ Research. But the best comment was that Gordon isn't profitable without credits.

 

[JRP3]

Any of you bag holders still believe robotaxis are coming soon?

Comedy gold with your first post!

 

[Mike Smith]

https://www.reddit.com/r/teslamotors/comments/nonc40

This is 100% due to the chip shortages. Other automakers are starting to limit seat options on custom builds or are telling people whose cars haven't entered production that they will not be able to get certain seat options and offering to cancel orders or discounts.

This is actually not cool. Tesla doing this while not notifying customers or offering discounts will actually piss people off.

It's understandable considering the price of lumbar these days.

 

[AMN]

Any of you bag holders still believe robotaxis are coming soon?

Grab some PUTs on margin, we dare you!

 

[Nolimits]

It's understandable considering the price of lumbar these days.

I’ll be stealing this one.

 

[UnknownSoldier]

I’ll be stealing this one.

Why not? He stole it from that Reddit thread.

 

[Mike Smith]

Why not? He stole it from that Reddit thread.

No, I thought of it myself.

 

[MC3OZ]

No, castings do not provide an easy to compute upper bound.

Just as with batteries, mining, and demand, casting capacity can be increased. That's how production grows. In fact, the casting machines take up much less space than the many robots they replace. And to think that Tesla can constantly grow production but that the leading innovator in the manufacture of casting machines cannot, that it is a company without the ability to scale and grow, is short-sighted in the extreme.

Whenever you have a company growing as rapidly as Tesla they will hit "the ceiling" temporarily in many ways. There are always snags to growing. But all of the limits to growth are transient in nature, there is no upper bound.

The other reason casting machines do not provide an easy to compute "upper bound" is because the rate at which they churn them out is not fixed. Making castings this large is a new technology that requires new knowledge and is subject to the same kind of innovation Tesla applies to all their processes. If Tesla can, on one casting machine, figure out how to make a two minute process happen in 1 minute and 30 seconds, they can apply that knowledge to all their casting machines and make 33.33% more cars per year with the same number of machines.

The "upper bound" is not fixed and nothing about this is easy to compute.

I was talking about the upper bound of short term production increases over the next 5-10 years. Casting machines are a rough approximation.
I do think they will reduce the cycle time, but it is hard to put a timefrsme or estimate on that.