People like the P3 though, and it has better margins than the LR. Would be a shame to see it go.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
cliff harris
Member
Lots of battery energy storage system manufacturers offer similar software. I've spoken to several about it as part of my day job. Sadly Tesla have no advantage there.
Does it strike anyone else as odd that one of the most widely touted reasons for the drop in the prices of growth stocks is that interest rates are higher, yet the ^TNX is down to 3.69%?
StealthP3D
Well-Known Member
The people who want Tesla to fail, like legacy auto, don't like the optics of Tesla growing while not advertising, while legacy has been shrinking for years even though they keep spending large sums of customer money pimping themselves on TV's around the world, billboards, magazines, etc. It just doesn't make them look good. They want Tesla to advertise so Tesla doesn't appear so different from them. Legacy auto wants to keep their enemy close, shoulder-to-shoulder, not standing on their shoulders!
Any Tesla shareholder who doesn't understand how not pimping themselves in an important differentiator from failing legacy auto needs to wake up! Tesla didn't get to where they are by copying the playbook written by legacy auto, they did it by disregarding their playbook, even when the noise from the peanut gallery of detractors telling Tesla they were doing it wrong grew louder than a puppy mill at feeding time. Not that I've ever been to a puppy mill, I can only imagine.
Perhaps when Tesla has 30-40% of the overall auto market, they could justify a small amount of advertising to reach the kind of people who only respond to such mainstream things, but it's really the kind of thing that is best used as last resort. Certainly not when they only have 3% of the market!
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Their advantage will be install base no?
I have no doubts that that account has over-indulged in hopium.
Not sure I’d say worthy of the trash bin, but we’re not seeing 70% gross margins on Megapacks, that is certain.
I do think we’ll see some good news from Megapacks, but not the scale he’s talking up. Here is a decent counterfactual from James Stephenson—also a Tesla BULL, but one who is a bit more grounded.
Probably the most damning bit, last year Tesla was hoping they would be able to raise margins to be comparable to auto. Not double.
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Now we know yet again that Leo is leveraged. This guy is NOT good for Tesla. I don’t care how many shares he owns.
Artful Dodger
"Neko no me"
How many of these other manufacturers are scaling to 40 GWh of storage product production this year?
Actually, I got stuck in a car wash in model s, because of that function. When driver's butt is not in seat, brakes activate
gabeincal
Active Member
How did his Tweet suggest to you that he is leveraged?
lafrisbee
Active Member
You might be right. I have no real knowledge, and will never try to venture in that direction.
But you logic/rational is flawed.
Or I can say, " I spoke to BYD, Lucid, GM, and Rivian as part of my day job. Sadly, Tesla has no advantage in Software."
Unless he has cash on hand he’ll have to sell shares to buy them at 160. Taxes and a high price suggest he will overall have fewer shares than yesterday.
Possible he has the cash to buy at 160 but I feel like his antics suggest he doesn’t
Can someone please draft a boilerplate email ? and I will use it.
Also email address please? I am lazy
FSDtester#1
Craves Electrolytes
I predicted 6 months ago in a speech to over 200 people (not here) the fed would pivot and stop raising rates in January or February this year.. put it in your spreadsheet if you want.
Then make fun of me!
Edit: to be fair, I also predicted the mods would start liking @wipster by eoy 2022..
So, there's that
Then make fun of me!
Edit: to be fair, I also predicted the mods would start liking @wipster by eoy 2022..
So, there's that
Is good news good news now? I thought it was the other way round where good news for the economy means higher interest rates and bad news for investors.
gabeincal
Active Member
So far from 'knowing'...
I think there’s also a large component of the larger the installed base of tesla battery storage the more valuable the software becomes. Even if the software is of the same quality with someone else’s, teslas larger capacity effectively makes them an aspiring market maker for energy prices.
What I sent to [email protected] and subject must be OMB Control No. 1545-2137.
I do believe it is best that they dont get the same email over and over again. Rewrite and make your own.
I am writing to express my concern about the $7500 tax credit given to plug-in hybrid vehicles. While I understand the intention of this credit is to encourage the adoption of alternative fuel vehicles, I believe it is misguided to offer this credit to vehicles that are not as efficient as battery electric vehicles.
For example, the Jeep Wrangler plug-in hybrid is currently eligible for this credit, yet it can only go a maximum of 21 miles on electricity before the gasoline engine kicks in. This means that for the majority of its driving, it relies on fossil fuels and produces emissions just like a traditional gasoline vehicle.
I also want to bring to your attention the issue of certain highly efficient battery electric vehicles being excluded from this credit because they have been able to keep their weight down, which has caused them to not be classified as SUVs. However, lighter weight vehicles are generally more efficient and produce fewer emissions. Therefore, it seems counterintuitive to exclude these types of vehicles from the tax credit program.
Excluding highly efficient, low-emitting vehicles from the tax credit program sends the wrong message and does not effectively encourage the transition to cleaner transportation. I urge the IRS to reconsider the eligibility criteria for this credit and include all highly efficient battery electric vehicles, regardless of their weight or classification, in order to truly promote the adoption of alternative fuel vehicles.
In the end inefficient vehicles which add a small battery electric vehicles may have to be included because of the language of the law. If there is any way to exclude those then that should be done. Conversely if cars in the same category that both go 100s of miles on a single charge shouldn’t have 1 excluded because the less efficient model weights more while the more efficient model weights less. Doesn’t make sense to reward the less efficient vehicles while excluding the more efficient vehicles.
Sincerely,
Dikkie Dik
If gets hard, use hammer
To be fair that’s exactly what I’d expect the competition to say
And there’s this:
Tesla big battery begins providing inertia grid services at scale in world first in Australia
South Australia’s 150 MW / 193.5 Hornsdale Power Reserve, more commonly known as the Tesla Big Battery, will now provide inertia services to Australia’s National Electricity Market after securing approval from the Australian Energy Market Operator. Neoen says it is the first big battery in the...
www.pv-magazine.com
I’m not terrible knowledgeable in this area but is this inertia not simulated through software in a way?
Hornsdale being capable of delivering inertia was a pretty big deal and a world’s first.
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