No, that is a Rivian Adventure Network charger. It is CCS based, but is currently only open to Rivian owners. They do plan to open it to everyone at some point. (They just recently started charging Rivian owners, so they are getting the billing setup and tested.) They even said they will add NACS connectors at some point, but that is probably more than a year down the road.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Artful Dodger
"Neko no me"
What matters most is Tesla guidance in SEC filings, which remains at 50% +/- a bit over the long term. Tesla's Chairman of the Board Robyn Denholm repeated this goal during her opening comments at one of the recent AGMs.
The goal has always been about auto production increase. It's the flashy headline that makes Tesla interesting, while concealing the ground-shaking gains being made in Tesla Energy w. Megapack.
Krugerrand
Meow
How is that not rigging? That a company’s SP should be able to be held hostage and moved at will, regardless of the company’s financial health, by those involved in the options market? Next you’ll be telling us Texas is pro free market.
insaneoctane
Well-Known Member
RSI is 43.1 today, at 233 tomorrow it's at 39.3...it's getting there...
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Krugerrand
Meow
To add to my position - they stopped making RHD. So - yeah.Maybe you're both right, @Krugerrand (haha).
We can agree that, from a revenue standpoint, the S and X are increasingly marginal to TSLA's bottom line. Perhaps even more importantly, to the degree they advance the mission of converting the planet to sustainable energy, Tesla's other projects have become much more efficient towards this end.
Just for fun, here's a shocking idea that sounds like something Elon would do:
half
- Stop producing the S and the X - they've served their purpose.
- Are you one of the 1% that needs a premium performance sedan? Fine, buy a Lucid Air or Taycan.
- Are you one of the 1% that needs more space than a Y but less... everything than a CT? Fine, buy a Rivian R1S.
- Elon will give you that elitist niche (maybe Jenna will come over for Christmas again..?)
- Focus batteries and resources on volume Gen3 production
- Build ~2.5 times the cars per 100 KW in batteries (and replace 2.5 as many ICEs as an S or an X)
- Dedicate high-volume facilities and batteries to volume EVs, Optimus, and energy products.
- But wait - what about a halo car? And what to do with that low-volume Fremont floorspace? That leads to
- Spin up Roadster production at Fremont.
- The Roadster is perfect for a low-volume, high-touch production line = Fremont.
- Roadster volume won't benefit from gigacasting missing at Fremont
- Roadster restores ("accelerates") Tesla's leadership with an absolute, premium, halo vehicle.
- Win NASCAR.
- Win F1.
The resources; space, time, manpower etc… spent on S and X would be greatly better served on other projects that drive the mission forward. Elon will see that, if he doesn’t already. Perhaps, he’s holding out because of the nostalgia of people.
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Artful Dodger
"Neko no me"
Mimetic polyalloy, with a phased plasma rifle in the 40W range:
Elon Musk Says TESLA is an AI BOT Company (Get Over It!) | Brighter with Herbert (2 hrs ago)
How is that not rigging? That a company’s SP should be able to be held hostage and moved at will, regardless of the company’s financial health, by those involved in the options market? Next you’ll be telling us Texas is pro free market.
Market makers are market participants just like everyone else and are entitled to serve their own interests. Ultimately market making is a business. A well run options desk should be largely delta neutral but have the right to maximize their returns on days like this. It’s all perfectly legal.
The market is rigged in the sense that large institutional investors often get material information before retail. That’s where the rigging is not MM.
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If they were to bring back RHD on the next S/X, would you change your position ?
Krugerrand
Meow
Uh, huh. One ticker responsible for 50%+ of the entire options market seems totally ok to you?
The ability of market participants in connection with large entities and the media colluding to short the bejesus out of companies in order to destroy them - and you know it’s not just Tesla they tried to do it to (and if you can’t name any other companies then you might want to do some research) - all perfectly on the up and up, huh?
Yep, market makers are behind locked doors with no input by anyone or any entity and no information, making them entirely impartial and not at all part of casino.
Krugerrand
Meow
You let me know when they do that and then I’ll answer the question. Not playing the hypothetical game with you.
Uh, huh. One ticker responsible for 50%+ of the entire options market seems totally ok to you?
The ability of market participants in connection with large entities and the media colluding to short the bejesus out of companies in order to destroy them - and you know it’s not just Tesla they tried to do it to (and if you can’t name any other companies then you might want to do some research) - all perfectly on the up and up, huh?
Yep, market makers are behind locked doors with no input by anyone or any entity and no information, making them entirely impartial and not at all part of casino.
I have never heard a bull complain when delta hedging by MM pumps a bull run even more. When MMs defend a put wall, that is perfectly OK. It cuts both ways. That is the nature of the beast.
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3/Y production growth will eventually run out of steam. I think that is starting to happen.
Megapack / robotaxi / Optimus can get 50% long term compound growth.
These have the possibility of stacking additional S curves on growth.
That is, IF Tesla executes very well, which the 50% is highly dependent on.
2daMoon
Mostly Harmless
Just remember, they are aiming for 216ish based on Papafox's calculations.
Rotte
Member
Really? I've had more family and friends ask me about buying a Tesla in the last 1 month than over the last 5 years since I bought my Tesla LR 3. Of course, this is totally anecdotal but I detect a slight sea change in acceptance of EVs from people who haven't been hyperfocused on Teslas like us.
That is how I see things, but IMO Gen3 could eventually be 5 different Models with sales of up to 12 Million per year.
But overall, this is about the right number of Models especially if Gen3 is a number of Models.
Dropping Model S/X now or anytime soon would do nothing for the mission and would likely reduce Tesla profits, as far as we know there is still some margin being made on these vehicles,
Elon's frustration with Model S/X could be that Tesla doesn't have the engineering resources, and can't justify the tooling investment to make Model S/X as good as they could be.
- Cybertruck, Gen3 and Optimus are obviously a higher priority.
- Model 3 Highland and Model Y Juniper are higher priority.
- The Semi is higher priority.
- Megapack and 4680 are higher priority.
I think there are only sufficient 18650 cells available to make around 65,000 Model S/X per year. We might find that new cells/packs are needed for the Roadster and these can also be used in Model S/X. Fremont could eventually make 100,000-120,000 Model S/X.
if RHD can be supported in good economics times Tesla can possibly sell 100,000 Model S/X worldwide per year.
Front and rear castings would be problematic for Model S/X due to lower production volumes, In the long run Tesla may find a way on sharing casting machines or using an old casting machine that is replaced.
The good news is Etherloop, 48V architecture, 800V charging, V2H, and steer-by-wire all seem like possible upgrades to Model S/X when resources are available and this will enable RHD sales.
As for castings, new battery, packs, and new cell types, the best hope for any development in that area is the Roadster.
Do we know that, or is this just assumed due to the existing adapter not fitting on CT meaning they intend not to support CCS to include not supporting NACS?
It's not impossible that the necessary software and hardware is already there for NACS (CCS) even if currently there's no way to use it (no native NACS systems in the wild and no CCS adapters that fit) since they've already designed such for other vehicles.
Not supporting NACS intentionally seems short sighted long term, not supporting CCS1 may be too but only on the near term.
Krugerrand
Meow
There wouldn’t be bull runs/squeezes, whatever you want to call them if they weren’t manipulating the
out of the SP in the first place. It cuts both ways because they’re rigging it both ways. Money made on the unnatural down pressure, money made on the unnatural up pressure. TSLA was held captive for literally YEARS. That epic TSLA bull run only happened because the crooks and thieves tried to destroy the company through unadulterated naked shorting and broad spectrum media lies in the first place. When it became apparent that Tesla couldn’t be destroyed they decided to allow the SP to run to a more proper value.
The deja vu is strong with this ticker.
It was tried and failed to charge. (They took some trim off of the Cybertruck so that the adapter would fit.)
I think they only tried one EVgo site, but they have plans to try more.
But really, is there any reason for Tesla to have CCS enabled when they don't yet make an adapter that fits? (And is rated for 1000v.) I'm sure just like Autosteer, CCS support will come "soon."
It will be more interesting when they show if it works at a non-Tesla NACS site, which they have plans to do. So, expect a lot of "FUD" from people when it gets reported that the Cybertruck won't charge on a NACS charger. (CCS and NACS use the same protocol, so since CCS doesn't work there is no reason to think that NACS would.)
Artful Dodger
"Neko no me"
While you ignore Options Market Makers SEC-created exemption to the 1931 prohibition against naked short selling?
No one else is allowed to short sell shares they don't own, haven't borrowed, and haven't even located. And MMs are allowed to do this by the SEC, who doesn't even require failure to deliver shares (FTD reports) for 13 days. Bare raids are long over before the watch dog even barks @winfield100 @Hock1
- Madoff Wrote the SEC Rules | Dailykoss
- "SEC Issues New Rules to Protect Investors Against Naked Short Selling Abuses" | SEC.gov (Feb 8, 2020)
- SEC.gov | SEC Adopts Rule to Increase Transparency Into Short Selling and Amendment to CAT NMS Plan for Purposes of Short Sale Data Collection | SEC.gov (Oct 14, 2023)
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