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

[PeterJA]

This seems to be a summary of key info from Lars's longer interview with Joe Justice about Tesla's manufacturing process. I didn't watch that interview, so much of the info is new to me.

Basic message: Tesla is far ahead and nobody can catch up.

 

[deshkart]

New V11 UI seems to have full screen FSD visualization. Is it for everyone now ? Musk tweeted few weeks back that everyone will get FSD visualization when we are out of beta.

Also considering that in last investor meeting they specifically told everyone that FSD going wide release is the next step and will increase profitability.

Should I raise my eyebrows ?

 

[UnknownSoldier]

I'm in the FSD beta. FSD is nowhere near ready for wide release.

 

[Webeevdrivers]

I'm in the FSD beta. FSD is nowhere near ready for wide release.

My guess, two years in the US, 3 to 5 years for the rest of the world. Prove me wrong Elon. .

 

[Discoducky]

Don't count on it, the whole market might start the supposed 'Santa Clause rally' today (or continue it from yesterday) which is supposed to last into early Jan.

I'm watching $1020 as a support level today and Max Pain is showing that $1100 might be target today as there is a higher wall. This post may not age well though

Today was great! Onto next week! I'm hoping to end the year with a new ATH and @Curt Renz can ring it in!

 

[ZeApelido]

Tell me how you really feel.

https://twitter.com/x/status/1474174234800930818

 

[BitJam]

if you did it that way you are doing it wrong. You install as much solar cover as the spot allows but no more. You then sell back power when it is not in use and offset usage at the location.

I thought the premise was installing chargers + solar in remote locations that may not have access to the grid. That's why I suggested to instead do the installs in places that are already attached to the grid. Given this, I think you and I are mostly in agreement.

 

[madodel]

https://twitter.com/x/status/1474111605361229832

Well that's that. I think an iPad works better anyway (while the car is in motion)

Even for Musk it was a stupid idea to begin with. They knew all the people that are out to get Tesla. Why give them something to make a literal federal case out of?

 

[Zero CO2]

https://twitter.com/x/status/1474111605361229832

Well that's that. I think an iPad works better anyway (while the car is in motion)

More free advertising for Tesla ... courtesy NHTSA ... you can play games in a Tesla... say whaaaat

oh you cant do it while driving ... well that would be pretty stupid any way at the moment ... wait they are working on self driving and they could turn it back on with an OTA update ...

 

[BitJam]

Where did you get this rate from? Charge curves? I have no hard data to back this up, but anything above 75kW average at Tesla supercharging stations would be surprising to me.

I pulled the number out of my hat, partly assuming many people will charge like Kyle Conner (from Out of Spec Motoring) to minimize time spent at the chargers. If you think 75 kW or even 50 kW is a better estimate, I won't argue. My main point was that putting expensive and possibly fragile installations in remote locations may not be be best plan, especially if those installations are seen as serving the elite.

 

[UkNorthampton]

Mention of Tesla in BBC article on effects of Brexit, lack of EU car imports, instead Tesla USA/China imports

"Interestingly non-EU imports are up 16% over the same time period, and part of that is down to Tesla cars imported from the US and China."

Brexit: The economic impact a year on

The Brexit exit trade deal was signed on Christmas Eve last year but the full impact on Scotland's economy is still not clear.

www.bbc.co.uk

 

[Words of HABIT]

https://twitter.com/x/status/1474111605361229832

Well that's that. I think an iPad works better anyway (while the car is in motion)

Why the misrepresentation from Teslarati? To pursue a false Tesla narative? Shame.
The game view full screen used in their article (below left image) was only possible when the car is in Park.
The game partial view screen that allowed Passengers to play games when car is in Drive is shown bottom right image. All the car's vitals and controls remain visible and the portion of the game screen simply replaced that of the map area. Also note that verbal commands from anything like setting the music to setting the temperature to tuning on the windshied wipers allow the Driver to keep their eyes on the road. The voice command features in Tesla EVs are vastly underrated and under appreciated by those driving non-Teslas. These are amazing safety features.
Still, I agree with the decision of Tesla to forgo the games on the main screen (rear screens on upgraded Model S and X should be fair game). Just don't make it sound like Tesla had its drivers driving with horse blinders on, this was never the case.

 

[aronth5]

Tesla just keeps on doing the basic block and tackling the legacy automakers want to avoid. Pretty remarkable growth this year. Another good reason to stay long.

 

[DragonWatch]

Forward Observing

@Artful Dodger and or other Tesla historians and fact checkers.

Q ~ didn’t Tesla buy the robotic engineering and production German company a couple of years back?

The production is light years ahead of my Fremont factory tour as the M3 was ramping up back in October 2017. Based on recent videos.

Cheers

 

[Chunky Jr.]

Forward Observing

@Artful Dodger and or other Tesla historians and fact checkers.

Q ~ didn’t Tesla buy the robotic engineering and production German company a couple of years back?

The production is light years ahead of my Fremont factory tour as the M3 was ramping up back in October 2017. Based on recent videos.

Cheers

Yes, they bought Grohmann Automation in November 2016

Tesla Automation - Wikipedia

en.wikipedia.org

 

[RobDickinson]

Grohmann have just expanded to a huge new factory also

 

[DragonWatch]

Yes, they bought Grohmann Automation in November 2016

Tesla Automation - Wikipedia

en.wikipedia.org

Forward Observing

Does this not make OEM want to be like Tesla production assembly lines kinda like (OEMs) go to the end of the line an take a number? If want a robot

OEMs your so sc. . .’d

@Chunky Jr. ~ thanks by the way

 

[RobDickinson]

Grohmann supplied all the German main manufacturers, they were pissed when tesla bought them, Klaus Grohmann quit/got fired because he wanted to carry on supplying the competition.

Exclusive: Tesla's Klaus Grohmann ousted after clash with CEO Musk - sources

Tesla executive Klaus Grohmann was ousted last month after a clash with Chief Executive Elon Musk over the strategy of Grohmann's firm, which Tesla had acquired in November, a source familiar with the matter told Reuters.

www.reuters.com

Does this not make OEM want to be like Tesla

The current auto industry has spent decades outsourcing more and more, they want to build the BIW and assemble the rest, perhaps not even the engines. They never wanted vertical integration at all.

 

[SOULPEDL]

Grohmann supplied all the German main manufacturers, they were pissed when tesla bought them, Klaus Grohmann quit/got fired because he wanted to carry on supplying the competition.

Exclusive: Tesla's Klaus Grohmann ousted after clash with CEO Musk - sources

Tesla executive Klaus Grohmann was ousted last month after a clash with Chief Executive Elon Musk over the strategy of Grohmann's firm, which Tesla had acquired in November, a source familiar with the matter told Reuters.

www.reuters.com

The current auto industry has spent decades outsourcing more and more, they want to build the BIW and assemble the rest, perhaps not even the engines. They never wanted vertical integration at all.

They also had equipment made with Intel, was a setback. Thermal bonding, dispensers, lid attach, I worked with them personally. Talented group!

 

[Artful Dodger]

Forward Observing

@Artful Dodger and or other Tesla historians and fact checkers.

Q ~ didn’t Tesla buy the robotic engineering and production German company a couple of years back?

The production is light years ahead of my Fremont factory tour as the M3 was ramping up back in October 2017. Based on recent videos.

Cheers

Tesla purchased Grohmann Automation back in 2016. They are the group that rescued the Model 3 battery pack production ramp in Fall 2017 by completely redesigning all four stages of bty pack manufacturing and assembly in just a few short months.

Tesla buys Germany's Grohmann Engineering to help ramp up electric car production

Electric carmaker Tesla Motors Inc <TSLA.O> has agreed to buy Germany's Grohmann Engineering GmbH, which develops automated manufacturing systems for batteries and fuel cells, as the California-based company seeks to expand its production more than sixfold by 2018.

www.reuters.com

Now, Tesla Grohmann is building a new factory to expand their production robot capacity.

Tesla Automation May Build New Facility in Prüm, Germany to Grow Manufacturing Capability

By acquiring Grohmann Engineering, an engineering company and car supplier in 2016, Tesla has taken a strategic step forward. Now, in connection with the imminent completion of the construction of the company's factory in Germany, it seems Tesla has decided to expand the production facilities of...

www.tesmanian.com

Cheers!