RobStark
Well-Known Member
Yes it is. It facilitates more people choosing Tesla vehicles, powerwalls, rooftop solar. And other potential Tesla products like home HVAC systems.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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RobStark
Well-Known Member
The one it is creating with vehicles, Supercharger Network, EVSE, solar roof, powerwalls and would be greatly enhanced with a phone
uujjj2
Member
Here in the SF Bay Area, the Model Y has taken over the roads. I've never seen a new car proliferate this fast, except maybe for the Ford Explorer back in the early 90s. Not the Prius. Even the Model 3 didn't get this common this quickly.
dhanson865
Well-Known Member
It's not a definitive range increase if you change the test method and don't give a conversion factor.
That's about as useful as if they changed it to cm per kWh. Yeah the number goes up but what does it mean?
CLTC vs NEDC those aren't the same metric. It kills me all the twitter and YouTubers that parrot this stuff without discussing the standards.
That's about as useful as if they changed it to cm per kWh. Yeah the number goes up but what does it mean?
CLTC vs NEDC those aren't the same metric. It kills me all the twitter and YouTubers that parrot this stuff without discussing the standards.
I put the chance of Tesla making a phone at 0%, which also happens to be the same chance that Apple will make a car.
He knows he just triggered fifty thousand nerds to waste their night decoding the hidden message. *guffaw!*
Gigapress
Trying to be less wrong
I just made a 12/9 numerology thread after having just spent about 2 hours scouring Twitter for more thoughts on this situation. I have found several more highly suspicious coincidences that to me strongly suggest that Elon is intentionally trying to say something is happening on December 9th without actually saying it explicitly.
Honestly, the level of math that would have been required to do this on purpose has blown my mind into another galaxy. Even if you just want some entertainment, I invite you to join us on the numerology thread.
The mods deleted my prior numerology post and I respect their decision, so let's take further discussion to that thread.
Honestly, the level of math that would have been required to do this on purpose has blown my mind into another galaxy. Even if you just want some entertainment, I invite you to join us on the numerology thread.
The mods deleted my prior numerology post and I respect their decision, so let's take further discussion to that thread.
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This is interesting SMR from Solving the Money Problem, discussing a report - compiled by Holon Global Investments - that alleges that Tesla stock should be valued at $3,369 today! So three times more than it is now!
jhm
Well-Known Member
Ya know, Cramer raises a serious question.
Would Ford--or any other legacy automaker--get a higher market valuation if they were to shut down ICE production and go all-in on BEVs?
The valuations of Rivian and Lucid seem to suggest this could be the case.
Would Ford--or any other legacy automaker--get a higher market valuation if they were to shut down ICE production and go all-in on BEVs?
The valuations of Rivian and Lucid seem to suggest this could be the case.
Yeah, I can't find a conversion. I find that odd. Found a couple confusing PDFs though.
Ford’s valuation, along with every other legacy auto’s, is stuck in the mud because of the mountain of stranded assets they have. They can’t simply shut down their ice production because it would bankrupt them within months.
It’s a nice hypothetical….but in reality it’s just that, hypothetical. Because the legacy auto makers can’t just abandon their ice assets. They sealed their fates 5 years ago when they didn’t make the necessary hard choices to start the transition
I'm also in the bay area and you are exactly right. I see so many every day now. I remember when I first started seeing them but very rarely, then I picked my Model Y LR up at Fremont in August 2020. After that gradually they have become steadily more common seemingly at a logarithmic pace. Slow at first, but increasingly faster.
These days going out on the local highways there are endless Model Ys all day long. You might see 20 or 50 in a multi hour trip. It's truly amazing how the Y is catching on around here. It probably won't be too long before there are more Ys than 3s, Ss and Xs combined. At least in the bay area I think Elon might have been right about his production that the Y would dominate sales.
It’s not that Ford and GM are priced poorly, it’s that Rivian and Ludic are priced poorly.
GM and Ford are priced appropriately. Arguably they are priced generously already. Rivian and Lucid have no business having market caps higher than Ford and GM.
This is correct. Apple only slips out EV rumors to warn Tesla against encroaching on their turf. Tesla’s potential relationship with StarLink is a concern to Apple. They comfort themselves by dabbling in EVs … in case they need a bargaining chip related to cellular services.
MSFT had a partnership with Ford a few years back which kept Ford from developing their own mobility platform in SW for a few years.
Tesla develops their own SW for similar reasons IMO.
Tiger
Active Member
If this is true, Tesla's mission is over and we can go back to driving ICE?
Mod: when posting a link please explain what we are about to see or read. And not in this clickbaity way.
In this case that would be: Chinese researchers claim they have found a set of enzymes that can effectively turn CO2 into starch, and you only need water, (solar) power and - according to someone else - installations that cover an area 25 x 25 miles to absorb the CO2 humans produce every year.
Mod: when posting a link please explain what we are about to see or read. And not in this clickbaity way.
In this case that would be: Chinese researchers claim they have found a set of enzymes that can effectively turn CO2 into starch, and you only need water, (solar) power and - according to someone else - installations that cover an area 25 x 25 miles to absorb the CO2 humans produce every year.
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Definitely. Peter Thiel explained all this in a way that stuck with me in his Zero To One book. You don't want to deliberately face competition which is what you do entering a profitable market because it's so profitable but with essentially the same product. You need to skate where there is no competition. Pretty sure Elon's equal or ahead of Peter on the basic idea. I mean flamethrower?
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