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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Seriously… Dave and Rob are both great interviewers and they are both very low-key/ unsensational. (Ok, Dave does get a little excitable)
I would not mind Ryan from RTL being on the call also, but not sure adding a third interviewer would really add much.
Having more than 2 people interviewing becomes more like a Q&A session than an interview.
Joe F
Disruption is hard.
Joe Tegtmeyer posted pics from todays flight of "thousands" of castings ready to go. From Twitter:
It would appear that Austin has beaten Berlin to the finish line, despite having starting the race half a year late!
larmor
Active Member
Are the cars with the new battery form factor superior in range and recharge rate?
At first glance, it appears that the semi they are loaded on will go just as far as the ones loaded with Model Ys from Fremont.
No idea and there's only speculation these are 4680 cars. I hope they are however.
Where are these cars going?
There has been several trucks moving TMY's from Giga Berlin over the last weeks.
JRP3
Hyperactive Member
Gali got his hands on some 4680 cells, I hope he tests them or gives them to someone who can
Phobi
Member
I look forward to Ryan's recap every week and applaud his efforts.
But I agree, 2 is enough, and I think when it comes down to the nitty-gritty, Rob and Dave on are another level 
Out of state. That's for certain
Per conference call
Drew
"We're building 4680 structural packs every day, which are being assembled into vehicles in Texas. I was driving one yesterday and the day before. And we believe our first 4680 vehicles will be delivered this quarter."
Bet TSLA
Active Member
Rob Maurer is consistently well-informed, well prepared, and knows how to shut up and let his interviewee do the talking.
I can occasionally stand to listen to Dave Lee's interviews, but only by fast forwarding past him talking.
So far as I'm concerned, the fewer others that are involved in a Rob Maurer - Elon Musk interview, the happier I'll be. And, I think, the more likely we are to come away having learned something useful and interesting.
Please let it just be Rob & Dave.
Rob & Dave have already discussed this scenario months ago and they acknowledged they have very different styles. Fortunately, we know they will work together to effectively integrate their styles. If there are additional Interrog, eh, I mean "hosts" it could get messy.
If Dave is excitable, what would Gali be called? Super cool that he got his hands on a couple 4680s. They appear to be damaged/rejects, so I'm not sure how useful testing them would be.
Why would he need to give them to someone else? I'm sure his tongue can touch two cells at the same time.
And, coincidentally, my delivery date just got pushed up a couple of weeks. Hmm.
Yes. And I should correct my earlier post - this doesn't bode well for start of Austin production, which has already occurred; this bodes well for the start of Austin deliveries. I need to recalibrate my thinking on Austin; the factory appears to already be permitted for production. It's simply vehicle certification and whatever internal metrics that Tesla has that is holding them back from delivering cars to customers.
Some quotes, first from Elon during Q4 2021 earnings call:
Secondly, Joe Tegtmeyer - who I would consider the authoritative Twitter source on Giga Austin - in a couple of tweets today:
Folks, I'm thinking Austin deliveries are probably very close now.
ByeByeJohnny
Active Member
You would think that in many homes someone must have asked out loud why Tesla wasn't among the many EV advertisers. Hopefully in many cases someone could provide the answer. Or they googled a bit.
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