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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
My experience with a fleet and a dozen personal aircraft was excellent, even including an autopilot upgrade in a LR25D. I think the core problem in fleet changes, such as Tesla FSD, is systems integration, something auto OEMs often try to outsource, for that matter Boeing does it sometimes poorly (787 battery, 737MAX) sometime well (777-300). Auto OEMs have similar mixed results.
IMHO the only way that could work with Tesla FSD and TE is to use Tesla systems integration every time. That FWIW is a fundamental process difference that makes large differences in Aircraft flight control performance. And so it is for cars. Tesla is the Dassault of cars, while Dassault dominates CAD/CAM in multiple industries, Tesla does not, YET! If Tesla sells FSD or factory OS we may be confident they’ll control the implementation deployment and performance.
It is getting real in our future Tesla's world.
The Foreign Minister (rather lower level from a commercial ministry) meeting with Elon is obviously an important signal if anyone in the US Congress or White House is capable of understanding.
2daMoon
Mostly Harmless
Yawn 
Just had my first cuppa 
Sure is quiet here this morning. I guess the long weekend in the US took its toll and everyone is sleeping in.
Nothing to see here. Move along.
Just had my first cuppa Sure is quiet here this morning. I guess the long weekend in the US took its toll and everyone is sleeping in.
Nothing to see here. Move along.
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Krugerrand
Meow
Not suspicious at all especially considering earlier this month all the talk was how Tesla wasn’t going to be allowed to expand in China because this, this and that. Suddenly, all is copacetic.
I believe the main reason at this time for the change of ‘opinion’ has to do with the not-a-conspiracy-theory that the creators of the TSLA options market are dictating that the narrative must change for them and their water cooler buddies to continue making money hand over fist.
It's because the stock went up a bit. SP seems to move targets more than the reverse.
All I know is I'm still resting up after the weekend's nice long heat pump efficiency discussions.Yawn.
Sure is quiet here this morning. I guess the long weekend in the US took its toll and everyone is sleeping in.
Nothing to see here. Move along.
GhostSkater
Member
Keep in mind that is the rear wheel driver base version that isn’t even close in performance to the LR
I actually sit in my car and meditate it's such a beautiful interiorI sat in the EQS at the Bangkok auto show last year. I prefer the calm, zen garden interior of a Tesla to the overwrought, garish discotheque interior of that homely and inefficient tank. To each their own.
Artful Dodger
"Neko no me"
Nawh, there's EIGHT (8) charge ports... The Tesla's come and gone already, now off exploring the world while them other EVs nurse s.l.o.w.l.y...
Cheers!
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Artful Dodger
"Neko no me"
Lol, gap filled by 1 penny: (Friday's intraday High was $198.60)
Thunderbirds are GO!
Thunderbirds are GO!
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GhostSkater
Member
A bit confusing but probably lost in translation, should be charge to 90% in 20 minutes
This is likely the BYD Blade pack since the charge time lines up, but first time we are hearing it will go on Model 3
Here is what I'm thinking it all is true, CATL pack charge considerably slower, so maybe all CATL production will bi diverted to Megapacks and BYD will go to vehicles, I just don't know if BYD has the capacity to supply enough cells for all LFP vehicles
This is likely the BYD Blade pack since the charge time lines up, but first time we are hearing it will go on Model 3
Here is what I'm thinking it all is true, CATL pack charge considerably slower, so maybe all CATL production will bi diverted to Megapacks and BYD will go to vehicles, I just don't know if BYD has the capacity to supply enough cells for all LFP vehicles
Optimeer
Member
The message is confusing, we should wait a bit until more information is available. 3C at a pack capacity of approx. 60 kWh would mean a max. charge rate of 180 kWh for the Standard Range battery pack (as mentioned in a response to this tweet).
2daMoon
Mostly Harmless
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Didn´t see this posted, local China sales for previous week and month-to-date:
About the same as in April, and way ahead of previous years, see plot here (not yet updated for May):
cnevpost.com
Tesla (NASDAQ: TSLA) sold 12,800 units in China last week, up from 10,200 the week before, according to figures shared by Li Auto.
That figure for Tesla was 5,928 and 9,990 in the first two weeks of May and 38,918 cumulatively so far this month.
China NEV insurance registrations for week ending May 28: Li Auto 7,100, Xpeng 2,100, Nio 1,600
Nio's cumulative sales so far this month were around 5,300 units, with the company launching and starting deliveries of the new ES6 on May 24.
About the same as in April, and way ahead of previous years, see plot here (not yet updated for May):
Tesla delivers 39,956 vehicles in China in Apr, exports 35,886 units from Shanghai plant
Including exports, China-made Model 3 and Model Y sales in April were 26,783 and 49,059 vehicles, respectively, according to the CPCA.
cnevpost.com
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