I tend to turn it on for longer trips. My quick run to Starbucks and back each morning I dont use it. Not that it doesnt work, but more I have to pay extra attention when on FSD.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Hey, I can’t listen in. You guys aren’t telling me anything!
"The best way to learn how to accelerate something, is to learn it yourself" - on the topic of lithium
jkirkwood001
Active Member
Yeah, we're pretty quiet. Honestly, Elon and co. aren't saying anything surprising or new to TMC. Positive vibes on 4680 production (in tandem with vendors), positive vibes on production constraints, Elon: "entrepreneurs, please get into lithium refining - it's a license to print money", Elon: "our prices are, frankly, at embarrassing levels, so hopefully we can bring down", crossed fingers on force majeure events...
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Elon says in future most batteries in EV and energy space will be based on iron phosphate (especially storage batteries)
and nickel will be reserved for long-range uses and aircraft.
and nickel will be reserved for long-range uses and aircraft.
down the lithium refining rabbit hole....
Elon should have stayed in Greece vacationing at Mykonos island *
This stuff goes over the head of financial analysts and makes them think Tesla is in trouble
* ps: Elon just explained, he is on the call if there are problems / bad news, if all good he will not be on the call
Ergo: having him on the call is bad news
Elon should have stayed in Greece vacationing at Mykonos island *
This stuff goes over the head of financial analysts and makes them think Tesla is in trouble
* ps: Elon just explained, he is on the call if there are problems / bad news, if all good he will not be on the call
Ergo: having him on the call is bad news
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Zach: No material effect of economic situation on demand
GrandEnigma
Member
"Demand isnt a thing we spend any time thinking about" Nice.
Surely, GM must feel the same way.
Surely, GM must feel the same way.
We hope to reach 40K vehicles produced / wk. We've already had some 30K weeks
scubastevo80
Member
Was it me, or was someone on the call laughing when Elon said they were going to raise prices on FSD again this year.
TheTalkingMule
Distributed Energy Enthusiast
Should be at 40k vehicles per week by end of year.
How the stock doesn’t move 20% on that one comment alone is hilarious. We’re talking 390k/quarter and 520k/quarter production rates
No breakthrough needed for transition to sustainable energy!!!!!!!!!
Did I hear that right?
Did I hear that right?
Words of HABIT
Active Member
TheTalkingMule
Distributed Energy Enthusiast
willow_hiller
Well-Known Member
If you sort the Reddit Megathread comments by new, some users there are doing a decent point-by-point summary:
Pro tip: follow all Tesla Twitter accounts. Then you can look at new Twitter posts while waiting for more TMC posts
Edit: TMC -> Twitter -> reddit and repeat
Here's a few points. 2170 supply is ample for remainder of the year, 4680 not required until next year.
4680 is so new - being cautious in not pushing the technology at first. Silicone or other additives will come with confidence to fully realize capability.
This was in response to a question (from Pierre I believe) asking if the 4680's are meeting some of the goals presented on Battery Day. The answer was quite vague, I'm thinking this is how they address the potential for the Osborn Effect and why they don't contain silicone. It simply can't be too good at first.
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