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

[Buckminster]

OK, I'm vague on dates if someone can pls help.
There's a Annual Meeting this week? Is it a live call, and is this when the split might happen?
Thanks.

Countdown has begun!

Thai cave drama drops the following day:

https://twitter.com/x/status/1541798756726624257

Fortunately and/or unfortunately, Elon won't get a mention...

 

[CaliBear1]

So the commercial charge operator buys 6 to 12 wall chargers @ $400 ea. Organises everything and provides the energy. Presumably buys kWh for less than sale price to car owner, especially if they install PV from somebody (Tesla maybe).

The missing detail, important to shareholders, is do Tesla pass on every cent to the site operator, or do they take a reasonable 10% cut?

This will be great for workplace charging. More cars charging while the sun is up. Opens EVs to employees living with no assigned parking.

Also great for road trippers, able to have certainty of $/kWh rate and compatibility prior to booking accomm. Well done Tesla.

Also great for forward thinking apartment complexes and condo HOAs.

 

[MartinAustin]

Seeing this headline... "California declares a state of emergency over monkeypox outbreak, following New York and Illinois" - I sure hope there won't be some crazy shutdown of the Fremont plant à la 2020.

 

[Ogre]

So the commercial charge operator buys 6 to 12 wall chargers @ $400 ea. Organises everything and provides the energy. Presumably buys kWh for less than sale price to car owner, especially if they install PV from somebody (Tesla maybe).

The missing detail, important to shareholders, is do Tesla pass on every cent to the site operator, or do they take a reasonable 10% cut?

This will be great for workplace charging. More cars charging while the sun is up. Opens EVs to employees living with no assigned parking.

Also great for road trippers, able to have certainty of $/kWh rate and compatibility prior to booking accomm. Well done Tesla.

The $400 ea is for the connector itself. You are going to need a 200 amp service for 6 of these and that's assuming you set the amperage low or use load sharing. For 12, you'd want at least 300 amps.

Electrician, permits, etc.

Also great for forward thinking apartment complexes and condo HOAs.

Yes. The ideal case for a captive customer.

There are some routes along the local highways where a few of these would attract a decent flow of traffic until the holes get filled. The Oregon Coast has some great big holes of no chargers or unreliable ones which would get a decent amount of traffic.

 

[Carl Raymond]

Fortunately and/or unfortunately, Elon won't get a mention...

Should this resurrect the FUD, remember that Unsworth was described by the media, over and over again, as a rescue diver. The movie (like the documentary) will make it clear that Unsworth was a cave explorer, not a diver.

Proof that the media don’t let facts get in the way of an anti-Musk story.

 

[UnknownSoldier]

So the commercial charge operator buys 6 to 12 wall chargers @ $400 ea. Organises everything and provides the energy. Presumably buys kWh for less than sale price to car owner, especially if they install PV from somebody (Tesla maybe).

The missing detail, important to shareholders, is do Tesla pass on every cent to the site operator, or do they take a reasonable 10% cut?

This will be great for workplace charging. More cars charging while the sun is up. Opens EVs to employees living with no assigned parking.

Also great for road trippers, able to have certainty of $/kWh rate and compatibility prior to booking accomm. Well done Tesla.

If I could start a company and write an app, I would probably be starting "AirCnC" right about now...

 

[jw934]

On YouTube Munro Live : Ford Interview | CEO Jim Farley, Chief Engineer Linda Zhang, and Chief EV Officer Doug Field

Ford CEO factually acknowledges Tesla's leadership, and praise Munro for helping the industry early on understand what is really happening in the automobile industry. He and the Ford execs answer Munro's pointed questions honestly. Respect.

Below is a reaction video to the Munro/Farley video. It has good commentary of key clips on how Ford recognizes just how far ahead is Tesla and lists some top challenges Ford has to move over to making EVs at scale (and by analogy other legacy OEMs).

 

[Right_Said_Fred]

If anyone is looking for their OT post about a Tesla swimming pool in Germany, look no further: Off topic galore. The jury is still out on the whompy wheels and George Jetson.

(I've been away for a few months, finishing the penthouse Jim Chanos so kindly bought me).

 

[Cobbler]

...

Welkom terug

 

[Causalien]

Pelosi scheduled to land in 4hrs

 

[Maarten]

Pelosi scheduled to land in 4hrs

Was to be expected that the pre-market doesn't like this show of 'who has the longest' very much.

 

[Causalien]

Was to be expected that the pre-market doesn't like this show of 'who has the longest' very much.

it was supposed to be a nothing burger.But online state sponsored wolf warriors kept threatening Pelosi's life, so now usa is forced to do this publicly.

 

[Favguy]

Seems like Jaguar I-Pace also having cars spontaneously ignite due to LG pouch cells.

Jaguar I-Pace catches on fire again – is this another Bolt EV battery fire situation?

Another Jaguar I-Pace battery caught on fire without any crash after simply sitting charging in a garage. This is the...

electrek.co

I also question the sanity of this customer.





Getting into a car that is catching on fire to move it down the driveway is quite bold!

I love that he called Jaguar before calling 911

If have done the same, no way I'm just going to leave it there to watch it burn my house and possessions to the ground. From a risk perspective, early on in an EV fire there's far less risk of spontaneous danger to you whilst moving the car for a minute or so. Now if it was a burning ICE, no way...

 

[Nolimits]

Few questions for this week:

Pelosi visiting Taiwan - how will that affect macros and tsla? Will China really retaliate?

Monkeypox - any inf ds specialists or public health folks on here know how serious this is? How will it affect markets/tsla?

(I know both don’t affect the company itself and it’s noise…. But still curious )

 

[TheTalkingMule]

I guess this idea of punishing money pits is now off?

Lose $2.6B in a single quarter....pop 10%.

Uber reports another big loss but beats on revenue, shares pop 19%

Uber reported a second quarter loss on Tuesday but beat analyst estimates for revenue.

www.cnbc.com

 

[Causalien]

Few questions for this week:

Pelosi visiting Taiwan - how will that affect macros and tsla? Will China really retaliate?

Monkeypox - any inf ds specialists or public health folks on here know how serious this is? How will it affect markets/tsla?

(I know both don’t affect the company itself and it’s noise…. But still curious )

Well, no idea about the future, but if you are the type to trade thus news, you probably shorted tsmc and try to cover the short as fast as possible the moment market opens this morning

Maybe somone can think up some more trades. But like China banned 1000 food taiwanese products from China. So shorting Taiwanese food product company would've been a good idea. But I did not forsee that.

I can't get aroind thr fact that thry are slapping Taiwan for something usa is doing.

 

[The Accountant]

Fremont exports more vehicles in Q3 vs Q2 . . .a trend continuing from Q4 2021
Tesla ships out of Pier 80 in San Francisco to South Korea and Taiwan.

Q3 2022 - 3 ships with total of 7.0 days loading time
Q2 2022 - 3 ships with total of 6.4 days loading time
Q1 2022 - 2 ships with total of 4.4 days loading time
Q4 2021 - 2 ships with total of 2.7 days loading time

Edit for correction: I originally had Q2 vs Q1 - I meant Q3 vs Q2.

 

[Usain]

I believe Elon is correct.

https://twitter.com/x/status/1433670656315600919

Elon is correct about the probability of thermal runaway in large pouch cells. I assume he gets that probability based on real world performance of LG Energy cells.

But I'm not sure if we know if this is an inherent flaw in large pouch cells or if it is just due to sloppy manufacturing by LG Energy. LG Energy claims it's the latter.

LG Energy is effectively saying, "We made mistakes in the past but we won't let it happen again. Large pouch cells are safe if manufacturing is done right. Trust us."

As a Chevy Bolt owner who got his pack replaced, I can report that I'm not worried about my new pack. The odds of failure for any one pack are very low. But I'm not going to trust LG Energy ever again.

 

[Singuy]

Few questions for this week:

Pelosi visiting Taiwan - how will that affect macros and tsla? Will China really retaliate?

Monkeypox - any inf ds specialists or public health folks on here know how serious this is? How will it affect markets/tsla?

(I know both don’t affect the company itself and it’s noise…. But still curious )

As for the seriousness ilof moneypox, seems to be a painful rash with zero fatalities and requires skin to skin contact. Highly correlated to be transmitted mainly through sex, specifically men on men. To me this seems to be more on the level of STD than some kind of earth ending pandemic.

 

[Usain]

Apparently all kinds of interesting charger related stuff in this release.

https://twitter.com/x/status/1554256421184757762

Going to be all kinds of interesting if you can set up destination chargers with fees. Seems like a nice fit for AirBNBs and hotels.

EDIT: More details from Tesla here. Apparently this is a little different from Destination Chargers, but you can get them listed on their web site. You have to set up at least half a dozen chargers. (screen cap attached)

That's awesome. I might take advantage of that by adding a destination charger at my daughter's condo.

But they need to make sure you can pay per minute instead of per kWh. Some states don't allow you to resell electricity by kWh.