I don't think anyone would ever try to drive a Plaid Model S aggressively.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I don't think anyone would ever try to drive a Plaid Model S aggressively.
Today's reminder oh yeah climate change huh
Tes La Ferrari
Active Member
ok, think I figured out what the catalyst for the 10% Lucid climb today was. Interestingly, I think Tesla had a lot to do with it.
Lucid Motors CEO: The EV battle will be a ‘two horse race'
To say last week was a big one for electric carmaker Lucid Motors would be an understatement.
TL; DR : Pete Rawlinson envisions the EV battle as a "two horse race" - Tesla & Lucid. Lucid has over 10,000 reservations - some that have paid over $7k in deposits. Orders increasing.
"From Rawlinson’s point of view the enhanced competition will only make the industry better. But he’s only really concerned about one company, and it’s one he knows well because he used to work there.
“Ultimately, it's the technology that's going to win, and what's missing here is the recognition that this is a technology race,” he says. “And right now, there is one runner in that tech race and it's Tesla. That's why Tesla commands that market cap. That's why it's in that preeminent position.”
My take: No threat to Tesla whatsoever - threat to ICE though / S class; 7 series etc. (Full disclosure: I have a position in Lucid (much smaller than my TSLA position)) I'm glad they exist, as more than one player in a space is healthy for the customer.
Last edited:
ok, think I figured out what the catalyst for the 10% Lucid climb today was. Interestingly, I think Tesla had a lot to do with it.
Lucid Motors CEO: The EV battle will be a ‘two horse race'
To say last week was a big one for electric carmaker Lucid Motors would be an understatement.ca.finance.yahoo.com
TL; DR : Pete Rawlinson envisions the EV battle as a "two horse race" - Tesla & Lucid. Lucid has over 10,000 reservations - some that have paid over $7k in deposits. Orders increasing.
"From Rawlinson’s point of view the enhanced competition will only make the industry better. But he’s only really concerned about one company, and it’s one he knows well because he used to work there.
“Ultimately, it's the technology that's going to win, and what's missing here is the recognition that this is a technology race,” he says. “And right now, there is one runner in that tech race and it's Tesla. That's why Tesla commands that market cap. That's why it's in that preeminent position.”
My take: No threat to Tesla whatsoever - threat to ICE though / S class; 7 series etc. (Full disclosure: I have a position in Lucid (much smaller than my TSLA position)) I'm glad they exist, as more than one player in a space is healthy for the customer.
Companies like Lucid, Rivian, Arcimoto also give the opponents of clean energy and transport additional targets, and take some of the heat off Tesla.
My decanter just officially shipped. They are really pushing everything they can out before midnight. Bullish.
Is it just me or is Ross a Chauncey the gardener in the flesh? Never seen any kind of serious intellectual output from this guy, and a lot of gross 'oooh look at me I'm rich and got a plaid' vibes (which people unhealthily associate money with talent/authority) while being a questionable quality manager of OPM. I say this with the small hesitance that at least he's right for being in Tesla and that matters more than sounding right but still. I feel old because there are brand new investors just flooding into the market and they get attracted to people like this. His tweets sound almost always like someone faking competence. I mean 'you should buy Arcimoto because it has a high short interest and we need to stick it to climate haters'. What an odd thing to say for a portfolio manager. Even if you ideologically want to support green companies, you still have to decide which to support based on their likelihood of solidly managing themselves much bigger.
Speaking of first world problems; I neglected to mention one of my favorite new features that has been mostly overlooked…ventilated seats. Seems to be perfectly correlated to HVAC settings. Fantastic solution for sweaty summer grapes.she whispered to me as I was leaving that she wanted to buy him a model X for his birthday! (He bought her the model S for her birthday).
First world problems....
Those numbers seem sensible but are you buying more Tesla stock tomorrow ?
I have no idea if Arcimoto is a good bet...
I understand where you are coming from, I think Ross has been fairly successful, but he seems like a 'big picture"guy.
There is a mentality around where people like to gang up and inflict pain on shorts, while that is a good thing, it isn't always going to turn out to be a winning formula.
IF we extrapolate from this, maybe 1000 Refreshed MS, both plaid and non-plaid doesn’t look too high.
Presumably he is hoping for a meme stock lift on a stock he holds. I call that weak sauce but I only really support the game of putting capital where capital is deserved not playing short-term gains based on market inefficiencies or weird market psychology. He should lead by example and lay the claim for what the value is on the table but I'm not sure he can do that kind of thing which is the problem.
mltv
Member
Apparently the decanter is shipped out from the Tesla warehouse in Lathrop.
color me very suspicious as there is no quotes from the actual owner of the car (but I'll wait until Tesla releases data and/or NHTSA). But I've been that way for quite a while...
This one started it all for me: Tesla reports third fire involving Model S electric car (2013 supposed "pike" incident which happened just about the nearest place possible to the Nissan Leaf plant in Smyrna, TN). Just too weird...
Last edited:
It's a pretty tight grouping of forecasts this quarter. Pretty much all the respected forecasts are between 195k-210k. Which is 202.5k +-4%. I'm not going to quibble over 4%, it's an excellent result regardless of the final number.
a friend just got his Y, his delivery date was in September but got lucky and got it sooner because of a cancellation...
(also bought FSD, which is confusing for a new owner due to the fact that every note on every feature calls it Beta, but it is 10.2... not FSD Beta V9.0)
(also bought FSD, which is confusing for a new owner due to the fact that every note on every feature calls it Beta, but it is 10.2... not FSD Beta V9.0)
OK, so I know this is anecdotal, but a bunch of people from all over the world in this Twitter thread at Sawyer's account report that their local galleries/delivery centers delivered everything that wasn't bolted down by, or before (!) the last day of the Q.
Locations in the US include Santa Barbara, Austin (and saying that of Texas had 1 car in inventory yesterday), Mt. Kisco NY, Sunnyvale, Dedham MA, Century City LA mall, Sarasota Fl, San Diego, LA West side, Portland OR, Oahu Hawaii, Peabody MA, Princeton, Long Island, Brea CA.
International locations reporting: Denmark (no specific store mentioned), Mannheim Germany, Canada (not specific), Toronto Canada, Chelmsford/Essex UK.
Not sure if I have ever seen anything like this before, usually it is madness until the last business hour (or beyond). Could be good or bad, don't know, but Sawyer also mentions that "Some locations in the US are delivering up to 6 cars per hour on some days, a new all time high".
Locations in the US include Santa Barbara, Austin (and saying that of Texas had 1 car in inventory yesterday), Mt. Kisco NY, Sunnyvale, Dedham MA, Century City LA mall, Sarasota Fl, San Diego, LA West side, Portland OR, Oahu Hawaii, Peabody MA, Princeton, Long Island, Brea CA.
International locations reporting: Denmark (no specific store mentioned), Mannheim Germany, Canada (not specific), Toronto Canada, Chelmsford/Essex UK.
Not sure if I have ever seen anything like this before, usually it is madness until the last business hour (or beyond). Could be good or bad, don't know, but Sawyer also mentions that "Some locations in the US are delivering up to 6 cars per hour on some days, a new all time high".
Yeah, well, you know, that's just, like, your opinion, man
Well this is one way to verify the battery format for Plaid. (A Plaid was destroyed by fire in Pennsylvania - source of fire is unknown.)
Brand new Tesla Model S Plaid destroyed by fire in Pennsylvania [Update]
A brand new Tesla Model S Plaid has been destroyed in a fire last night in Gladwyne, Pennsylvania. No injuries have been reported.driveteslacanada.ca
View attachment 679893
So definitely no 4680s. Tried to determine whether it is 18650s or 2179s by determining length/thickness ration via pixel-counting, but uncertainty is too large to tell them apart (18650 is 0.277 2170 is 0.30).
Statistically speaking it is a little concerning to have 1 fire with the number of plaid models out and about, but hard to have any real confidence. I would definitely be eager to send my chief investigation crew if I was Tesla. Not sure what else to say about it.
pretty sure Elon explicitly said 18650 like in the q4 call perhaps.
pretty sure Elon explicitly said 18650 like in the q4 call perhaps.
Similar threads
- Locked
- Locked
- Locked
