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

[winfield100]

um, you folks do realize there is at least 1 extra Shelby Cobra out there, that was 3D printed, so $20,000,000 1 offs will be copied a bit and if I recall, the copy is electric
(in the near future, chassis by somebody, body by somebody else)
(in the mid 1960's we got a Facele Comete, chassis by Ford, shipped to France and body installed there SN 1,136 or something close, it's sitting in a barn in Virginia, along with a 1941 Lincoln)

3D printing the future

Kit Chapman takes a tour of a US Department of Energy lab, where 3D printing is performed on a massive scale

www.chemistryworld.com

 

[Ohmster]

Pretty cool. Proliferation beyond consumer and into commercial and service uses will be be driven by both desire and need….

Here’s Your First Look at Sudbury’s Tesla Model 3 Fleet For Paramedics • iPhone in Canada Blog

The fleet includes four cars for use as non-emergency EMS vehicles.

www.iphoneincanada.ca

 

[ZeApelido]

I tell ya, nothing gets by these Pultizer Prize winners

https://twitter.com/x/status/1427029731204112386

 

[82bert]

I tell ya, nothing gets by these Pultizer Prize winners

https://twitter.com/x/status/1427029731204112386

It’s akin to saying spacex still hasn’t made it to Mars. I’d say they’re just being myopic, but the truth is they have ulterior motives/incentives.

 

[EVWatcher]

Elon bought TOTALED about a decade ago a McLaren F1 that is now worth +$20 millions.

Fixed that for you

 

[not-Martin]

Achieving performance comparable to the 2020 Tesla Roadster is impressive, and kudos to them for being first to preproduction. But at 10x the price it is hardly mindblowing.

The Nevera achieved the performance in roughly 2018. It’s also their first ‘mass’ production effort & hence well beyond the performance of Roadster 1.0 - Tesla’s first ‘mass’ produced car

 

[BrownOuttaSpec]

I was in the belief that Tesla doesn't really "Sandbag" any more and there hasn't been a "...and 1 more thing" in a long time but it looks like they are greatly sandbagging their SuC rollout. I haven't kept up with areas outside of my general vicinity of North Carolina, USA as much but in this area there are 2 SuC location that are greatly ahead of schedule and 1 location that is already under construction and isn't even a "planned" location on the official Tesla SuC Map that was just updated about 2 weeks ago.

• South Boston, VA: (Original Target opening in Q4 2021) Updated Target opening in Q3 2021-> Actually it's already open.
• Garner, NC: Target opening in Q4 2021 -> Pedestals already in the ground.
• Warsaw, NC: Location not Listed on Official Map -> Pedestals already in the ground.

I really don't think this isn't an anomaly with just with SuC rollout in this geographic location, but really the bubbling of something in the works that is about to be revealed before too long. Tesla is starting to hold its cards a little closer to their chest and not reveal everything that they plan to do until its already done (or too late for the "competition" i.e. Carbon sleeved rotors to eliminate a 2 speed gearbox).

 

[StealthP3D]

This MATTERS. The climate only reacts to net changes in forcings, not PR efforts.

That may be true but a good PR firm could convince plenty of people you are wrong.

 

[StealthP3D]

Fixed that for you

Elon didn't total his McLaren!

 

[EVWatcher]

Elon didn't total his McLaren!

He did, and without insurance.

Young Elon Musk Totaled a McLaren F1 Car On a Joyride With Peter Thiel

Looks like he never really grew out of the Ludicrous Plus phase.

www.inverse.com

 

[mongo]

He did, and without insurance.

Young Elon Musk Totaled a McLaren F1 Car On a Joyride With Peter Thiel

Looks like he never really grew out of the Ludicrous Plus phase.

www.inverse.com

Crashed, but not totaled. It was repaired and sold.

Musk reportedly had it repaired and hung on to it until 2007 when he sold it at a profit, which isn't that surprising considering the car is worth over $20 million today.

Did You Know Elon Musk Wrecked an Uninsured McLaren F1?

 

[StealthP3D]

He did, and without insurance.

In order to total a car it has to cost more to fix than it would be worth. It's a nice negative media narrative that it was a total loss but the engine and drivetrain were undamaged. Musk's F1 was repaired and sold for a profit:

Driven Car Guide - Reviews, Comparisons and Automotive News

Get in-depth vehicle reviews, latest motoring news, car comparisons, and ask an expert. Find your next car.

www.driven.co.nz

According to a recent report, the Tesla CEO ended up paying to get the car repaired, and held onto it until 2007, when he (unsurprisingly) managed to sell it for a tidy profit.

McLaren has a good history of repairing crashed ones. You don't buy parts you send it back so they fix it up.

 

[Artful Dodger]

That may be true but a good PR firm could convince plenty of people you are wrong.

Yeah, let's be clear, a PR firm that works AGAINST the common good.

 

[Artful Dodger]

Further to James Stephenson's tweet stream earlier today, I've adapted one of his excellent charts to show more clearly just how outstanding Tesla's revenue was in 2021H1.

Tesla's growth has been spectacular since the founding of the Company, and that growth is accelerating: (the chart below shows revenue bars comparing just H1 for each year)

Cheers!

 

[StealthP3D]

Might’ve missed this since it was posted on Reddit 4 days ago, but hilarious FSD comparison between Tesla and Mercedes:

https://www.reddit.com/r/teslainvestorsclub/comments/p1q0ql

Tesla FSD Beta vs Mercedes-Benz DrivePilot comparison shows big difference in tech

Tesla typically catches flak among critics because its Autopilot system and FSD Beta are still classified as SAE Level 2 driver-assist systems. This means that while the vehicles are able to handle most driving tasks, drivers must have their hands at the steering wheel so they could take over...

www.teslarati.com

Wow! So that's what Level 3 self-driving is like! I never knew, I thought they put them in numerical order!

Hopefully Tesla skips Level 3 and just goes directly to Level 4!

 

[Knightshade]

I really don't think this isn't an anomaly with just with SuC rollout in this geographic location, but really the bubbling of something in the works that is about to be revealed before too long. Tesla is starting to hold its cards a little closer to their chest and not reveal everything that they plan to do until its already done (or too late for the "competition" i.e. Carbon sleeved rotors to eliminate a 2 speed gearbox).

There's no mystery here- Tesla had been behind/continually missing on their intended supercharger install targets for years- and as the fleet continued to scale that was simply unsustainable.

Unlike then, Tesla no longer needs to hold back on this stuff as they've got far more than ample cash flow now.

Add on the also-revealed-a-while-ago intent to open the charging network to other brands EVs and the fact they're scaling installs much faster now is exactly what you'd expect to be happening-- not just here in NC, but everywhere.

 

[redan]

Good tweet about Sandy Munro’s thoughts on Tesla’s lead in several important categories and a link to recent SMR video about the same:

https://twitter.com/x/status/1426789805996789765

 

[Beltsbear]

You are so right but there is no defined defination of "Production car". I think it should only include cars at a certain widespread production level say 5,000 per year. Less than 200 is not IMHO, a production car but rather a special edition.

In the world of finance the terms large cap, mid cap and small cap are not defined by anyone either. When I worked for Janus (15 yrs ago) we defined small as anything less than 1.5 billion. Other investment companies e.g. Fidelity at the time defined it as any company less than 2 billion. And don't even get started with the whole micro cap and mega cap. The point is that it is not a defined number accepted by the financial services industry. Nor is the term "production car" other than the fact someone is making more than a couple for sale to the public.

agreed. There is no specific definition. But most industry people think of a production car as one made on a moving assembly line. The Rimac will not be made on one and essentially is hand built. In fact if the rimac is counted as a production car, pretty much everything where they make 10 or more suddenly becomes a production car. Which makes the term “production car”, meaningless.

The Rimac is not a production car.

 

[UnknownSoldier]

You are so right but there is no defined defination of "Production car". I think it should only include cars at a certain widespread production level say 5,000 per year. Less than 200 is not IMHO, a production car but rather a special edition.

In the world of finance the terms large cap, mid cap and small cap are not defined by anyone either. When I worked for Janus (15 yrs ago) we defined small as anything less than 1.5 billion. Other investment companies e.g. Fidelity at the time defined it as any company less than 2 billion. And don't even get started with the whole micro cap and mega cap. The point is that it is not a defined number accepted by the financial services industry. Nor is the term "production car" other than the fact someone is making more than a couple for sale to the public.

The original Tesla Roadster wouldn't qualify as a "Production Car" under your arbitrary definition.

 

[Singuy]

Refers to deleted post - its quoted material was unacceptable

The "yeah probably a few month" tweet was not referring to Tesla being the most valuable company, but a hiring event at giga Texas.

https://twitter.com/x/status/1354681988322570242