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

[tivoboy]

Ich bin kein Audi - das ist ein Automobil - sondern Audie.

Mein namen ist kein Autobahn - das ist ein Strasse - sondern Audubon.

That's einE Strasse for most of us, this ain't Essen. ;-0

Genau. Didn't look right to me, either....and I can't sprach even nur ein bissen.

 

[Paracelsus]

Recommend anyone needing a good laugh this weekend should check out:

#MaryLed

James Stephenson, Kim Paquette, and many others are knocking it out of the park on that Twitter site. It’s like The Onion for GM/Mary Led jokes.

 

[LiveLong&Profit]

i initially thought 12/9 (in austin) to be final cybertruck specs reveal, and stretched a bit further to wonder if prod would be pulled forward due to the 4680 tidbits we’ve heard

- “de-risking” of 4680 we heard about in Q3 call from zach,
- machines being delivered on tractor to GF5 (can i use GF5 as the preferred nomenclature for austin?)
- rumblings about Kato Rd increasing production rate

….yes theres a Y backlog, but sooner or later you need to start knocking off rhe 100s of thousands in line for theCT
__________

however, my friend threw cold water on this right away, citing elons comments and supply chain issues on the CT.

but…it’s still my best guess (and hope) for 12/9, as that inherently means that
- 4680s will be on track to be industry standard in a few years as ferragu mentioned on maurer
- tesla will be doubling (at least) battery prod and 3rd party supply YoY in 2022
- many more products on roads/grid

My wild guess about Dec 9 - if anything happens at all - is that a handful of semis are produced and shown.

 

[Words of HABIT]

The world is going electric, not just because it is better for the environment. It is just simply better, period.

World's first foiling electric boat, Candela C-7

World's first electric tundra buggy (seats 40) (Joint venture between Red River College and Government of Manitoba, Canada)
watch

 

[Curt Renz]

https://twitter.com/x/status/1466108329520889857

 

[LiveLong&Profit]

Does 4 wheel steering bring more alignment and tire wear issues into play? I'm excited about quad motor but not as much about 4 wheel steering. I also don't want Elon making this too complex. We don't need another Model X manufacturing nightmare. Just get them built already.

Let Elon Elon.
Yeah, CT may get delayed. But - that could actually be part of the overall plan.
Making over-the-top tech is a valid excuse for the cybertruck to get delayed, all the while the real hardcore effort is all about ramping Model Y at Texas and Berlin, turning them into great cars and profit gobbling products.

 

[82bert]

What a ridiculous representation of each interior. It’s like the before and after photos for some makeup or home skin product. Before photo with person frowning in dimly lit prison cell and after photo with showroom lighting and person glowing ear to ear.

 

[SO16]

What a ridiculous representation of each interior. It’s like the before and after photos for some makeup or home skin product. Before photo with person frowning in dimly lit prison cell and after photo with showroom lighting and person glowing ear to ear.

Yes. Here is a much better Model Y example.

https://twitter.com/x/status/1466127336630226945

 

[AudubonB]

https://twitter.com/x/status/1466108329520889857

I looked carefully at their two photos and realized they misspelled 'exterior'.

 

[Wicket]

WSJ Article:

Elon Musk Needs China. China Needs Him. The Relationship Is Complicated.

"“Tesla’s position in the domestic Chinese market will be substantially diluted over time through competition and policies to encourage local players,” the analysts said."

Tesla's future success in China will be limited?

I did find the comments about Xi’s motivations for embracing Tesla plausible, intelligent, and superior to how our country thinks. There they say: ‘let’s learn to be the best by inviting the best in to show us and make us do so’. Here we say: ‘what really is best anyway? The important thing is we all participated and everyone came out feeling good’

I do anticipate challenges in China in regard to just how dominant they are allowed to become. They would much prefer a domestic auto maker that they can pull a Jack Ma on if necessary without the entanglements of then getting a starship dropped on their head. Fascism does also come with problems if you prefer rule of law and individual rights.

 

[Chunky Jr.]

Not sure where to listen to this

https://twitter.com/x/status/1467273947024662530

 

[SunCatcher]

Ich bin kein Audi - das ist ein Automobil - sondern Audie.

Mein namen ist kein Autobahn - das ist ein Strasse - sondern Audubon.

Whupps... Entschuldigung Sie bitte.

 

[AudubonB]

Not sure where to listen to this

https://twitter.com/x/status/1467273947024662530

The closest I've so far been able to discover is through here ====>

Videos

ceocouncil.wsj.com

Now, if you go to the Main Page, and find "Insights", it appears to lead to the same. There as yet is no detail as to when or at which of the CEO Breakout Sessions, either on Monday OR Tuesday, Mr Musk will be present.

 

[Curt Renz]

Not sure where to listen to this

https://twitter.com/x/status/1467273947024662530

WSJ CEO Council - Dec 6-7

 

[Paracelsus]

Not sure where to listen to this

https://twitter.com/x/status/1467273947024662530

Thanks @Chunky Jr. - I went to Sawyer's Twitter page to find the rest of the story but only found this

 

[Jack6591]

The world is going electric, not just because it is better for the environment. It is just simply better, period.

World's first foiling electric boat, Candela C-7

World's first electric tundra buggy (seats 40) (Joint venture between Red River College and Government of Manitoba, Canada)
watch

I’m considering pulling the trigger on a Marian M800.

M 800 Spyder - Marian Boote

marianboats.at

Just a little shout out to @lafrisbee, just changed my avatar.

 

[woodisgood]

Thanks @Chunky Jr. - I went to Sawyer's Twitter page to find the rest of the story but only found this

View attachment 740711

Where’s the CEO of Radio Flyer?! Stand up. You led!

 

[Acroyear]

WSJ Article:

Elon Musk Needs China. China Needs Him. The Relationship Is Complicated.

"“Tesla’s position in the domestic Chinese market will be substantially diluted over time through competition and policies to encourage local players,” the analysts said."

Tesla's future success in China will be limited?

I just read the article, feels like a typical WSJ hit piece on both Tesla and China. The reality seems like the relationship is a win\win for both parties but the WSJ can’t bring itself to say that.

 

[lafrisbee]

I’m considering pulling the trigger on a Marian M800.

M 800 Spyder - Marian Boote

marianboats.at

Just a little shout out to @lafrisbee, just changed my avatar.

Yes I am sitting here watching it! I grew up a Bama fan and then went to Auburn.

 

[JRP3]

Well adding steering. Interesting they will be adding steering to the rear.

World's first electric tundra buggy (seats 40) (Joint venture between Red River College and Government of Manitoba, Canada)
watch

4 Wheel steering