bubb
Member
This location has two separate projects, one by Vistra (iirc responsible for the prior troubles at Moss Landing) and the other is Tesla/PG&E. Vistra denies their equipment is involved in the above linked article, fwiw.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
This location has two separate projects, one by Vistra (iirc responsible for the prior troubles at Moss Landing) and the other is Tesla/PG&E. Vistra denies their equipment is involved in the above linked article, fwiw.
Two fires (including the fan one) were at the Vistra section, not PG&E. Vistra has said this event is not in their portion.
The world’s largest lithium ion battery is down, again
What makes you think that it is the Tesla portion of the Moss landing energy storage facility? As I recall the last two fires there were in the non-Tesla portion of the energy storage facility.
Yep, and as I recall the first two fires were not Tesla related.
Paracelsus
Active Member
Because the article states : "A Vistra Corp. spokesperson said their equipment is safe and was not impacted by the fire. The spokesperson said they are aware of a fire at the PG&E Elkhorn Battery facility, which is adjacent to their property."
Possibly PG&E equipment vs Megapacks.
Well, it's PG&E so that's an understatement.
Largely agree. Maybe a better way of putting it is 60,000 drivers who care a whole lot less about getting FSD is a better way of putting it.
Just 60,000 *new* drivers by itself is a big deal. Easily the biggest infusion of new blood in the pool yet.
Artful Dodger
"Neko no me"
Tesla Has Unlocked Substantial Deferred Revenue Recognition by Expanding Its FSD Beta to 100,000 Additional Users
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wccftech.com
Minimum Tesla FSD Financial Impacts in 2022 | NextBigFuture.com
Tesla just reported that there are 60,000 FSD beta users. This means increasing the beta release by five times and all Tesla US FSD customers are served.
www.nextbigfuture.com
Tesla's Hidden Revenue Sources
I just listened to Rob Mauer from Tesla Daily and he talked about some hidden revenue sources from Tesla. Some of these are not obvious unless you dive into Tesla's 10-Q filing and look. Let's see what he's talking about.
www.torquenews.com
Tesla Full Self-Driving FSD Profitability Remains Underestimated By Analysts & it Will Bring Billions to TSLA in 2021
Full Self-Driving (FSD) is an option that can currently be purchased for $10,000. All new vehicles, as well as most existing ones, can be installed with this feature, which means that Tesla can generate huge amounts of cash flow and profits if enough customers choose FSD. The company is...
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Tesla bull predicts that FSD could bring $102B profit by 2032: Report
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www.teslarati.com
My impression all along is they recognize no revenue until released and additional revenue as features are improved upon. So adding users ads revenue and profits.
TheTalkingMule
Distributed Energy Enthusiast
Tomorrow, last Friday, soon. There's significant buying appetite, tons of looming upside to limit selling, and not much blocking TSLA between $300 and $333. So yes, any moment now!So, TSLA +6.43% any moment now? ...alrighty then.
Artful Dodger
"Neko no me"
Well its possible, but it'd be a first.
More likely, Mr. Market understands that rising interest rates hurt Tesla's debt-laden competitors, but not Tesla which (thanks to Elon's foresight) has effectively zero debt (they actually have interest income).
Further, we here at TMC understand (while Mr. Market may not), that tightening interest rates will choke off $$$ for the low-end car loans popular with the competition, while Tesla's premium brand and strong order book means the good times just keep on rolling.
I'm thinking of a certain shrimp boat captain after the hurricane... GUMP!
Cheers to the Longs!
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But they haven't recognized any revenue from giving it to 100k testers so far. Why would giving it to ~60k more result in any recognition? And they said that they wouldn't until it is available to everyone in a given region that has the hardware and has paid for it. So all of those articles are likely wrong. I expect zero extra revenue recognition in Q3.
From the 2021 Q3 call:
So let's check the conditions:
- Still in beta? Yes.
- Still invitation only? Sounds like not really.
- Still limited? Yes. (Still restricted based on opting in to Safety Score and earning a score of 80+.)
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Artful Dodger
"Neko no me"
Not if you use default (and common) values for BB parameters. The upper is currently at 316.27
Cheers!
no. we hover around 311-313.. which is the 50% retractment line (if you draw your fibs to ath->year low).. at least thats what i got on my chart ..
All i remember is that the fire dept said it took 36,000 gallons of water to put out the tesla fire.Threat, risk, vulnerability, call it what you want.
Remind yourself what happened at 10 pm on Sat, Apr 17, 2021 in Spring, TX last year when a drunk driver decided to take his 'definately 100% self-driving' car for a hoon down the block (and ended up in a tree).
No, not what happened to the driver or hisvictimfriendpassenger, to the SP. Remember what the County Constable said within hours of the accident? Remember then how many months it took to get the bloodwork back from the lab proving the driver was impaired? (yeah, it was Sep 2021). Do you remember when the NHTSB announced that there was a driver behind the wheel before the crash, and the car was NOT on autopilot? Yeah, that came out on Oct 21, 2021 (6 months later). Damage done.
Tesla Crash Probe Finds Driver at Wheel, Muting Autopilot Worry
(Bloomberg) -- The Texas man who died last April when his Tesla slammed into a tree and burst into flames was behind the wheel and applying the accelerator in the moments before the impact, federal accident investigators said. Most Read from BloombergCities' Answer to Sprawl? Go Wild.Hamburg Is...finance.yahoo.com
Do you remember ever hearing an apology, or an admission of error, from that Constable? Or any retraction in the Media? I'm still waiting (for something which will never come).
So yes, 'threat' is an apt descriptor when this is our history given NO INVOLVMENT of FSD, only the INUENDO of a politically elected officer and the gleeful way in which the Press picked up the false story.
Mark my words. Or ask the cat.
Alternate ending due to FSD... the push-down was Fed and macro fears IMO.
Going to test drive a fresh 10.69.2 install - just got it!
Safe driving everyone! Enjoy the ride.
larmor
Active Member
Revenue won't be realized but increasing number of testers to the beta program bings exponentially more data. Data in of itself has value with regards to the development of the program. The secondary value is that FSD is designed to be 2x better (or more) than a human driver which translates to fewer accidents or decreased severity and consequent decreasing insurance claims. If analysts fail to realize the value of the data, then they will be missing out on the FSD software and hardware paradigm that is coming. This moment is like a pivot shift for tesla, such as with apple-- not a phone company but a monthly service, or amazon from books and doodads to AWS servers.
A fire at Elkhorn Battery was first reported to the North Monterey County Fire Protection District District around 2am Tuesday morning. Chief Joel Mendoza reports that firefighters first to the scene found a battery pack on fire. Fortunately, he adds, it burned quickly and relatively cleanly.
"The thing about these batteries is they burn for days, sometimes," Mendoza says. "In this particular case it burned rather quickly, in six hours or so."
As of about 9am, Mendoza adds, "We don't have any flame coming out of it. We're going to continue to see smoke; it's white smoke, not black dirty smoke."
www.montereycountyweekly.com
"The thing about these batteries is they burn for days, sometimes," Mendoza says. "In this particular case it burned rather quickly, in six hours or so."
As of about 9am, Mendoza adds, "We don't have any flame coming out of it. We're going to continue to see smoke; it's white smoke, not black dirty smoke."
Fire at PG&E's Moss Landing battery plant causes Highway 1 closure, shelter-in-place order.
Road closures are in effect and a shelter-in-place order is coming as a battery pack smolders in PG&E's Moss Landing Tesla battery plant.
But how many gallons man....HOW MANY GALLONS!A fire at Elkhorn Battery was first reported to the North Monterey County Fire Protection District District around 2am Tuesday morning. Chief Joel Mendoza reports that firefighters first to the scene found a battery pack on fire. Fortunately, he adds, it burned quickly and relatively cleanly.
"The thing about these batteries is they burn for days, sometimes," Mendoza says. "In this particular case it burned rather quickly, in six hours or so."
As of about 9am, Mendoza adds, "We don't have any flame coming out of it. We're going to continue to see smoke; it's white smoke, not black dirty smoke."
Fire at PG&E's Moss Landing battery plant causes Highway 1 closure, shelter-in-place order.
Road closures are in effect and a shelter-in-place order is coming as a battery pack smolders in PG&E's Moss Landing Tesla battery plant.
And was it on AP??
Moving right along...
"In their statement, the fire did start in one of the Tesla megapacks at their Elkhorn Battery Storage facility. PG&E said they are working with firefighters to stop the spread of the fire. The safety system at the facility automatically disconnected the battery storage facility from the grid. There are no reported injuries and there have been no power outages as a result of this fire."
kion546.com
"In their statement, the fire did start in one of the Tesla megapacks at their Elkhorn Battery Storage facility. PG&E said they are working with firefighters to stop the spread of the fire. The safety system at the facility automatically disconnected the battery storage facility from the grid. There are no reported injuries and there have been no power outages as a result of this fire."
Highway 1 opened after Tesla-powered PG&E substation fire – KION546
MOSS LANDING, Calif. (KION-TV) - UPDATE AT 6:52 p.m.- California Highway Patrol says Highway 1 will be reopened as of 6:50 p.m. The shelter-in-place has also been lifted. UPDATE AT 6:14 p.m.- The County of Monterey has released a new update on a fire that began at the PG&E Battery Plant in Moss...
kion546.com
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