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

[Curt Renz]

Armin Laschet is expected to succeed Anglel Merkel as German chancellor (prime minister).

Berlin.de - 17 minutes ago: Laschet sees Tesla as a model: meeting with Elon Musk

Excerpt:

Laschet says he will meet Tesla boss Elon Musk when he visits the car factory's construction site on his election campaign tour on Friday. "I'm glad that Elon Musk has just texted me and that we have agreed to see each other tomorrow," said the North Rhine-Westphalian Prime Minister. “Of course, this also underlines the common will to make such an investment possible in other fields in the future as well. To do this, you have to talk to each other. "

 

[ZachF]

One week until AI day guys!

 

[nativewolf]

Bosch I knew about but Renasas was not a familiar name to me. Found out it is the old NEC, Hitachi, Mitsu chip units rolled into a national champion.

The news from China has taken on more color. About what I expected and I believe the analyst who downplayed potential of Tesla sales in China may indeed be correct. We'll see in a year or two.

 

[Artful Dodger]

Of course, this also underlines the common will to make such an investment possible in other fields in the future as well

This is interesting. Possible follow-on projects at Giga Berlin? Well we already expect at least Model 2 (and very likely Euro-Semi) to be built in Berlin.

But maybe there's something more? Battery / Grid storage and ancillary services? AI/Robotics? E-bikes?

Cheers!

 

[Paracelsus]

............The pandemic provided cover for a lot of shady behavior IMHO.

Yes........thank you for stating that.

 

[Singuy]

And then sell-off after AI Day?

Actually I think Elon will inadvertently reverse-psychology the market (I believe he’s being truthful when he says recruiting is sole purpose). The market will find things to get excited about because Elon specifically said, “There’s nothing for you here.”

Well to attract the best AI specialist compensation is also part of it. Knowing Tesla is a heavy stock based compensation company, you want the presentation to somewhat involve Financials vs a bunch of off the wall pet projects that can't be made into a viable product.

 

[PokerFJÆS]

A propos Bosch, they have played foul in the recent past. Article from May 2019.

Bosch pays 90-million-euro fine over diesel scandal – DW – 05/23/2019

The penalty may be significantly less than the ones handed out to Volkswagen, Audi and Porsche, but auto parts supplier Bosch has become the latest big-name casualty of the "Dieselgate" scandal.

www.dw.com

 

[redan]

Who needs a tax credit?

https://twitter.com/x/status/1425872317054345220

 

[Tes La Ferrari]

Will my Model X filter clean those tiny particles up? Are there common home heat pump filters that fine?

Tesla answers this best here: (Article from May of 2016)

Putting the Tesla HEPA Filter and Bioweapon Defense Mode to the Test | Tesla

www.tesla.com

"The plot below shows the subsequent evolution in pollution levels inside the vehicle and inside the bubble. In less than two minutes, the HEPA filtration system had scrubbed the air in Model X, bringing pollution levels from an extremely dangerous 1,000 µg/m3 to levels so low as to be undetectable (below the noise floor) by our instruments, allowing us to remove our gas masks and breathe fresh air while sitting inside a bubble of pollution.

Not only did the vehicle system completely scrub the cabin air, but in the ensuing minutes, it began to vacuum the air outside the car as well, reducing PM2.5 levels by 40%. In other words, Bioweapon Defense Mode is not a marketing statement, it is real. You can literally survive a military grade bio attack by sitting in your car.

Moreover, it will also clean the air outside your car, making things better for those around you. And while this test happened to be done with a Model X, the same would be true of the new Model S now in production"

 

[Singuy]

Okay, instead of speculating supply chain issues by the companies Elon listed, lets look at exactly what is going on with Renesas. (And if anyone can find Bosch's transcript, please share)

TLDR

1. Fire at the Naka factory in March affected wafer production.
2. Covid in Malaysia will be causing supply issues of raw materials, some stating it will decrease by up to 50%.
3. Orders backlogs from auto is growing in an exponential manner(there's a nice graph 9)

I would consider reading this entire transcript before calling Renesas acting in bad faith. I really don't understand why people think Tesla is always the victim of some kind of world wide conspiracy when our marketcap is every auto maker combined. Tesla is now king..yes maybe having a reliable supplier was a problem before when Tesla was on the verge of bankruptcy for a good 7 years but not today folks.

https://www.renesas.com/us/en/document/ppt/2021-2q-presentation-minutes-and-qa?r=1320481

 

[Tes La Ferrari]

Tesla FSD Beta 9.1 Travels From LA To SF With One Intervention

Most Tesla FSD Beta testers are impressed by the system's improvements, but it's still far from perfect, and the cars can't be trusted to drive on their own.

insideevs.com

TLDR/DW; FSD edges closer...

"technically, the car did travel from LA to SF without any disengagements, but he's fair to admit that there was an intervention in San Francisco from parking lot to parking lot."

 

[StealthP3D]

Okay, instead of speculating supply chain issues by the companies Elon listed, lets look at exactly what is going on with Renesas. (And if anyone can find Bosch's transcript, please share)

TLDR

1. Fire at the Naka factory in March affected wafer production.
2. Covid in Malaysia will be causing supply issues of raw materials, some stating it will decrease by up to 50%.
3. Orders backlogs from auto is growing in an exponential manner(there's a nice graph 9)

I would consider reading this entire transcript before calling Renesas acting in bad faith. I really don't understand why people think Tesla is always the victim of some kind of world wide conspiracy when our marketcap is every auto maker combined. Tesla is now king..yes maybe having a reliable supplier was a problem before when Tesla was on the verge of bankruptcy for a good 7 years but not today folks.

https://www.renesas.com/us/en/document/ppt/2021-2q-presentation-minutes-and-qa?r=1320481

When something is in short supply, it needs to be rationed. It's the way it's rationed that's of interest here.
So I think you're missing the mark. We all know COVID brought on a shortage of chips but I don't think Elon would have called two suppliers out by name unless he thought it could affect the dynamic of how chips are rationed going forward. There would be no point in it.

 

[wipster]

And then sell-off after AI Day?

Actually I think Elon will inadvertently reverse-psychology the market (I believe he’s being truthful when he says recruiting is sole purpose). The market will find things to get excited about because Elon specifically said, “There’s nothing for you here.”

If anyone here is a Jeopardy fan, I'm pretty sure that the current champ, Matt Amodio, who is getting his PhD with a focus in Machine Learning and Artificial Intelligence at Yale is actually a plant by Elon to illustrate just how far ahead Neuralink truly is...

/s?

 

[Singuy]

You're missing the point. We all know COVID brought on a shortage of chips but I don't think Elon would have called two suppliers out by name unless he thought it could affect the dynamic going forward. There would be no point in it.

Or he is just informing people those are the companies that are problematic at supplying parts...Basically what he said. But hey if you want to read the tea leafs then go for it. Sometimes Elon is just being informative and not playing 20 D chess.

 

[LN1_Casey]

Whoo baby, look at that SP action right now. Clear attempt by the MM's to push it down at the end of the day but it's showing some resistance!

Can the MM's keep it below 720 to close? Stay tuned for more fast-paced action.

 

[Chunky Jr.]

Who needs a tax credit?

I’m a bit skeptical that this is 100% demand driven. I wonder if there are production issues at play as well

 

[Tes La Ferrari]

Tesla News and Reviews | InsideEVs

Get the latest on new Tesla models including spy shots, first drives, in-depth reviews, concept car photos, new features and more.

insideevs.com

Yet another Tesla competitive advantage that people are only starting to skim the surface of.

The Tesla charging experience stands in stark contrast to other EV charging stations. This is an example of Elon's 4d chess. Understanding what the customer would need and having the testicular fortitude to build it years in advance, adding substantial value to each sold product, as well as adding substantial progress to the mission.

Innovation meets execution.

 

[geometro]

I’m a bit skeptical that this is 100% demand driven. I wonder if there are production issues at play as well

I would bet supply-chain / production related as well... everyone in the industry seems to be affected. Priority will go to higher margin vehicles (appropriately so).

 

[Paul_SF]

Basically Elon called out Bosch and Renesas: “yo, get your sugar together, we will buy tens/hundreds of millions of chips in the next decade, we will be your major client. Prioritize the future.”

 

[Singuy]

Basically Elon called out Bosch and Renesas: “yo, get your sugar together, we will buy tens/hundreds of millions of chips in the next decade, we will be your major client. Prioritize the future.”

Based on the transcript, no one is having any fun spending half the call explaining supply chain problems while the back log grows. I think they got the message with or without Elon.