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

[StealthP3D]

Jack Rickard. Am I a dead whistleblower

The Tesla Conspiracy… or Am I a Dead Whistleblower? - EVTV LLC

I generally eschew conspiracy theories under the rubric that little explained by conspiracy cannot as well be explained by incompetence and that the occurrence of stupid is vastly more common than the occurrence of evil in the hearts and minds of men. But it is also true that it can only be a...

evtv.me

Whoa! Whoa!

That's some pretty advanced material for someone who currently hates Elon Musk, no?

Baby steps. Little baby steps.

 

[EndlessPlaid]

Hey guys. I've seen that @sawyermerritt has just started this thread with a new update on the VIN that was shared on TMC by newMYPowner, and the VIN shared later that night by Drive Tesla Canada. You can find his updates in this thread:

Giga Texas Model Y Performance VIN Assigned Update

Hey everyone. Wanted to provide an update on the two supposed TX Tesla VINs that popped up recently on some forums. After checking with multiple sources & speaking to various people, VIN 7SAYGDEFONA395383 (on left) is fake. However, VIN 7SAYGDEF9NA000137 (on right) is real. Wanted to wait a...

teslamotorsclub.com

 

[StealthP3D]

Hey guys. I've seen that @sawyermerritt has just started this thread with a new update on the VIN that was shared on TMC by newMYPowner, and the VIN shared later that night by Drive Tesla Canada. You can find his updates in this thread:

Giga Texas Model Y Performance VIN Assigned Update

Hey everyone. Wanted to provide an update on the two supposed TX Tesla VINs that popped up recently on some forums. After checking with multiple sources & speaking to various people, VIN 7SAYGDEFONA395383 (on left) is fake. However, VIN 7SAYGDEF9NA000137 (on right) is real. Wanted to wait a...

teslamotorsclub.com

It looks like a few deliveries from Texas will be starting this week and ramping from there.

Congrats to the Texas team for making this happen!

 

[EndlessPlaid]

It looks like a few deliveries from Texas will be starting this week and ramping from there.

Congrats to the Texas team for making this happen!

 

[Todesbuckler]

There is an exclusive article in the German newspaper "Tagesspiegel" claiming that the final approval for Giga Berlin should happen on Thursday or Friday next week . As the article is behind a paywall, I don't know more as of now.

Link:

Gigafactory vor dem Start: Finale Genehmigung für die Tesla-Fabrik soll Ende der Woche kommen

Am Donnerstag oder Freitag soll die Genehmigung für das Tesla-Werk in Grünheide erteilt werden. Eine große Eröffnungsfeier wird bereits geplant.

plus.tagesspiegel.de

 

[mrmage]

There is an exclusive article in the German newspaper "Tagesspiegel" claiming that the final approval for Giga Berlin should happen on Thursday or Friday next week . As the article is behind a paywall, I don't know more as of now.

Link:

Gigafactory vor dem Start: Finale Genehmigung für die Tesla-Fabrik soll Ende der Woche kommen

Am Donnerstag oder Freitag soll die Genehmigung für das Tesla-Werk in Grünheide erteilt werden. Eine große Eröffnungsfeier wird bereits geplant.

plus.tagesspiegel.de

That would be a pleasant surprise, and Tagesspiegel appears reputable.

Seems like we're on the cusp of a lot of good news recently for a change. This and Texas GF, Starlink in Ukraine, and maybe even a tad less vitriol in social and the media? One can only hope, but maybe the tide will turn for Q1.

 

[Drax7]

There is an exclusive article in the German newspaper "Tagesspiegel" claiming that the final approval for Giga Berlin should happen on Thursday or Friday next week . As the article is behind a paywall, I don't know more as of now.

Link:

Gigafactory vor dem Start: Finale Genehmigung für die Tesla-Fabrik soll Ende der Woche kommen

Am Donnerstag oder Freitag soll die Genehmigung für das Tesla-Werk in Grünheide erteilt werden. Eine große Eröffnungsfeier wird bereits geplant.

plus.tagesspiegel.de

Lovely coincidence

 

[Usain]

0% valuation on a key aspect of the business (FSD) is very stupid of me.

Another part of the business that most analysts give a 0% valuation is Tesla energy.

I know that the energy business is hard to value right now, but unlike FSD, energy is a sure thing. It will definitely be extremely valuable. Long term, I like it better than the auto business.

 

[AudubonB]

Of what coincidence do you refer, @Drax7?

 

[-=buzz=-]

Help needed! Calling any of you brilliant bunch for help converting someone from an Elon (and hence Tesla) hater to a Tesla lover!....
Do any of you have some great links saved for info to give such a person?

I gave a lift to a colleague yesterday who has always hated Elon and never been in a Tesla...spent the whole ride answering the typical questions you would imagine. Made good progress and she would like to know more about Tesla and why they are so good, etc etc.

I haven't yet compiled links to any great articles or have any examples written down, can you share any that you may have please?

Thanks in advance

Regarding Elon the person, the short version is:
He made ~$100m from PayPal.
But instead of living a jetset life with parties, yachts and islands, he poured it all into SpadeX and Tesla, to fight climate change and inspire mankind.
And because no one wanted to work with this delirious geek, he's now the chief engineer for both.
So he's a successful self-taught 'rocket scientist' who builds the best & most profitable EVs.
And contrary to what most media coverage tries to imply, he isn't a billionaire with eccentric hobbies, but he became a billionaire because he turned his dreams into reality.

 

[Chunky Jr.]

There is an exclusive article in the German newspaper "Tagesspiegel" claiming that the final approval for Giga Berlin should happen on Thursday or Friday next week . As the article is behind a paywall, I don't know more as of now.

Link:

Gigafactory vor dem Start: Finale Genehmigung für die Tesla-Fabrik soll Ende der Woche kommen

Am Donnerstag oder Freitag soll die Genehmigung für das Tesla-Werk in Grünheide erteilt werden. Eine große Eröffnungsfeier wird bereits geplant.

plus.tagesspiegel.de

 

[StarFoxisDown!]

There is an exclusive article in the German newspaper "Tagesspiegel" claiming that the final approval for Giga Berlin should happen on Thursday or Friday next week . As the article is behind a paywall, I don't know more as of now.

Link:

Gigafactory vor dem Start: Finale Genehmigung für die Tesla-Fabrik soll Ende der Woche kommen

Am Donnerstag oder Freitag soll die Genehmigung für das Tesla-Werk in Grünheide erteilt werden. Eine große Eröffnungsfeier wird bereits geplant.

plus.tagesspiegel.de

The wording on that is a bit fuzzy but I think it’s saying Thursday or Friday of this upcoming week correct?

 

[Artful Dodger]

I don't have the links saved, but I would suggest one of the YouTube videos that are basically chronologies of Elon's life, including all his trials and successes. I think these show the amazing human behind the man better than anything that is overtly pro-Elon or pro-Tesla.

Paging @NooB_cat

Tesla fan makes 3D Elon Musk tribute video, and it's pretty darn awesome - Teslarati.com www.teslarati.com › Lifestyle

Kinda silly ending, Elon driving a Roadster on Mars. Everyone knows that's gonna be a Cybertruck!

Pressurized Tesla Cybertruck To Be Official Pickup Truck Of Mars​

insideevs.com › Tesla › Cybertruck › News

Ceres!

 

[larmor]

Help needed! Calling any of you brilliant bunch for help converting someone from an Elon (and hence Tesla) hater to a Tesla lover!....
Do any of you have some great links saved for info to give such a person?

I gave a lift to a colleague yesterday who has always hated Elon and never been in a Tesla...spent the whole ride answering the typical questions you would imagine. Made good progress and she would like to know more about Tesla and why they are so good, etc etc.

I haven't yet compiled links to any great articles or have any examples written down, can you share any that you may have please?

Thanks in advance

Please state the obvious-- tesla is up to no good... And it is better to cancel your cybertruck reservation asap, please spread this information widely, asking for a friend...

 

[PeterJA]

Regarding Elon the person, the short version is:
He made ~$100m from PayPal.
But instead of living a jetset life with parties, yachts and islands, he poured it all into SpadeX and Tesla, to fight climate change and inspire mankind.
And because no one wanted to work with this delirious geek, he's now the chief engineer for both.
So he's a successful self-taught 'rocket scientist' who builds the best & most profitable EVs.
And contrary to what most media coverage tries to imply, he isn't a billionaire with eccentric hobbies, but he became a billionaire because he realized his dreams.

I agree, and I would emphasize your last point: "contrary to most media coverage."

Or maybe try the Socratic method on the Elon hater. Ask her: If an entrepreneur was destroying some of the most powerful industries on Earth (fossil fuels, ICE automotive, orbital launch), what would be the response of media owned by or dependent on those industries? Why do you believe anything you've been told about that man?

 

[FireMedic]

There is an exclusive article in the German newspaper "Tagesspiegel" claiming that the final approval for Giga Berlin should happen on Thursday or Friday next week . As the article is behind a paywall, I don't know more as of now.

Link:

Gigafactory vor dem Start: Finale Genehmigung für die Tesla-Fabrik soll Ende der Woche kommen

Am Donnerstag oder Freitag soll die Genehmigung für das Tesla-Werk in Grünheide erteilt werden. Eine große Eröffnungsfeier wird bereits geplant.

plus.tagesspiegel.de

That’s a construction permit. But giga Berlin will still need an operating permit in order to build and sell cars. That could take a few more weeks.

https://twitter.com/x/status/1498021582912040962

 

[Todesbuckler]

The wording on that is a bit fuzzy but I think it’s saying Thursday or Friday of this upcoming week correct?

Yes, they refer to next Thursday or Friday (3rd or 4th of March).

 

[StarFoxisDown!]

That’s a construction permit. But giga Berlin will still need an operating permit in order to build and sell cars. That could take a few more weeks.

https://twitter.com/x/status/1498021582912040962

Dear lord that country and it's permits.

Btw, Sawyer ended up paying to get past the paywall.

https://twitter.com/x/status/1498023737051987980

Opening events planned for March 22nd/23rd. First 30 Model Y's handed over at the event. Elon flying in for it. Local police/authorities already been notified to starts preparations.

I don't know how to reconcile the information in the article with what Alex is saying. The article is saying Model Y deliveries will happen at the event. But Alex's tweet is saying they still need operating permit. If the operating permit is still needed to sell any Model Y produced, then I find it hard to believe that they would be planning the event, the Y deliveries, etc... given uncertainty about an apparent operating approval needed. Doesn't seem to add up

 

[StarFoxisDown!]

If Tesla is planning on delivering Berlin and Austin made Y's in March which now seems likely, I think they'll definitely recognize the tax allowance in Q1 to offset the hit from deliveries starting from both. I was originally thinking since it was only looking like Austin was going to make deliveries in Q1, that they might hold off on the tax allowance until Q2.

 

[-=buzz=-]

I don't know how to reconcile the information in the article with what Alex is saying. The article is saying Model Y deliveries will happen at the event. But Alex's tweet is saying they still need operating permit. If the operating permit is still needed to sell any Model Y produced, then I find it hard to believe that they would be planning the event, the Y deliveries, etc... given uncertainty about an apparent operating approval needed. Doesn't seem to add up

The construction permit, which greenlights everything they WANT to build, is expected for next week.
This still leaves a few weeks for the operating permit, which greenlights WHAT they've built and HOW it's used.