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

[Artful Dodger]

Once we reach net zero emissions things start to improve, more probably needs to be done, but we probably have the time to do it.

Does this hypothetical "we" include Methane/CO2 emissions from melting permafrost? Because if it doesn't you've kicked the can down the road by 200 years...

Master Plan 3 can't happen by 2030, or even 2050. There's $100T of proven oil reserves right now, and 47 years worth of consumption at current rates. There is a huge global industry (and the puppet governments) who mean to burn all of that oil.

One petroleum engineer I spoke to in 2008 expressed concerns about "stranded assets". Then his city burned to the ground in a wild fire seven years later... That's the fate we should all be concerned about. The problem with long-term risks is that they suddenly become short-term risks when it's happening TO YOU.

 

[SOULPEDL]

You can do it!!!

 

[M|S|M MYP]

You can do it!!!

Maybe if we get closer to the circuit breaker.....

 

[2daMoon]

There was a reason I responded to dl - not relevant I go into details.

I don’t disagree with your general observations. ‘We’ are an emotional bunch of squirrels. ‘I’ on the hand -

View attachment 1020152

It seems like you may have meant to say "on the other hand"...

...though, that looks more like the other leg in the photo.

 

[gillfoto]

Yes but the competition is stiff - look who else is on the list.

"The nomination ranks Musk among prominent activists vying for this year's Peace Prize.

Nominees include British environmentalist David Attenborough, Australian activist Julian Assange, Pope Francis, UN chief António Guterres, Palestinian journalist Hind Khoudary, NATO secretary general Jens Stoltenberg, Colombian president Gustavo Petro and former US president Donald Trump."

I think someone is blowing their own horn!

 

[Artful Dodger]

It's been a while since I saw proper valuation discussions around here, that is why I rarely engage in this thread anymore.

Reminds me of Ghandi: bee the change...

 

[Christine69420]

Wow

Elon Musk receives nomination for Nobel Peace Prize

Marius Nilsen, MP for Norway's Progress Party, put Musk forward for his 'adamant defence of dialogue, free speech and [enabling] the possibility to express one's views'

www.dailymail.co.uk

Lots of people can nominate anyone they like for the Nobel Peace Prize. So a nomination is not that much of a honour. Many nominate to further a political cause. A nomination is not an endorsement by the Nobel Committee.

Most famously when President Obama got the price a while back. In Norway viewed by many as a coup by left wing committee members. The leader at that time was given the boot:

Nobel peace prize committee chairman Thorbjørn Jagland demoted

...and other members regretted the issue:

Nobel secretary regrets Obama peace prize

The MP nominating Elon is from a party considered right wing by many. The current committee has two members from the socialist Labour Party. And three from the centre-right. So I would be really surprised if Elon got the price. But who knows.

 

[Paul_SF]

Dojo question: anyone knows if Samsung Taylor,TX location will be making the Dojo chips for Tesla? The new LPU chip from Groq will be made there also.

 

[mongo]

Dojo question: anyone knows if Samsung Taylor,TX location will be making the Dojo chips for Tesla? The new LPU chip from Groq will be made there also.

More likely TRIP chips for HW5 in vehicles.
Dojo is still lower volume so may not get a process bump yet. However, by the time the new fab is on-line it could make sense for Dojo (v3?). Still lower volume so location is less of a factor compared to Gen 3 vehicles.

 

[HelloAsh]

Really? You've never heard, "Your car has the best technology and acceleration on the road. You need the same for your business. That's why you need NetSuite from Oracle".

I hear that every time I listen to TuneIn. It is an ad targeted at Tesla drivers, so it must be coming through Tesla's platform and I assume Tesla must be getting revenue from it. I hear other targeted ads as well.

It is annoying beyond compare. I am in my car maybe a total of an hour a day, and I hear it constantly. It is a terrible ad and reflects poorly on the advertiser.

 

[ggr]

Mod:
I deleted off topic posts about FSD and the UK EV poll. In both cases, the first post would have been fine if only the other 14 people hadn't all followed up and polluted the thread. You don't all have to say "me too".

The Nobel Prize discussion can cease now too.
--ggr

 

[hobbes]

Survey of Grünheide residents on Giga Berlin expansion for logistics area (freight station, logistics, storage, kindergarten; this is not about the factory expansion itself where trees already have been cut) started this week. Outcome is not legally binding, but likely to significantly influence the decision.

Tesla Gigafactory Grünheide: Bürgerbefragung zu Erweiterung – wann Ergebnis feststeht

In Grünheide ist die Bürgerbefragung zur umstrittenen Erweiterung der Gigafactory von Tesla gestartet. Woher Einwohner die Unterlagen bekommen und wann das Ergebnis feststeht.

www-moz-de.translate.goog

Just in the German news: The residents voted against the expansion of Giga Berlin expansion for logistics area (freight station, logistics, storage, kindergarten; this is not about the factory expansion itself where trees already have been cut). Outcome is not legally binding, but likely to significantly influence the decision. This was actually on the most popular prime time 15min TV news tagesschau.

Grünheide: Bürger stimmen gegen Erweiterung des Tesla-Geländes

Hier finden Sie Informationen zu dem Thema „Grünheide“. Lesen Sie jetzt „Bürger stimmen gegen Erweiterung des Tesla-Geländes“.

www.zeit.de

 

[elasalle]

Wow

Elon Musk receives nomination for Nobel Peace Prize

Marius Nilsen, MP for Norway's Progress Party, put Musk forward for his 'adamant defence of dialogue, free speech and [enabling] the possibility to express one's views'

www.dailymail.co.uk

I would prefer they gave him in another category - saving the environment, transitioning away from fossil fuels.
This has been going on for 20+ years ... cheers!!

 

[Tachyon]

Reminds me of Ghandi: bee the change...

Gandhi

 

[Linkmeup]

It's kinda nutter butters that Tesla's market cap neighbors are Broadcom and TSMC right now. They're out of the top 10.

Companies ranked by Market Cap - CompaniesMarketCap.com

Ranking the world's top companies by market cap, market value, revenue and many more metrics

companiesmarketcap.com

Even the P/S ratios aren't extra-orbitant for most of the Top 10 right now:

Microsoft: 13.2
Apple: 7.3
Aramco: 4.11
Google: 5.71
Amazon: 3.06
Nvidia: 40...
Meta: 8.94
Berkshire Hathaway: 2.19
Eli Lilly: 23.1
TSMC: 5.23

Tesla...? 6.58

 

[Skryll]

https://twitter.com/x/status/1759969230672314653

Somebody really wants to move him into the crosshairs. With that I don't mean the original poster on X.

 

[Singuy]

Dojo question: anyone knows if Samsung Taylor,TX location will be making the Dojo chips for Tesla? The new LPU chip from Groq will be made there also.

No, Samsung is used to make FSD chips but not Dojo chips. Dojo chips utilize a fan out wafer design developed by TSMC.

 

[MC3OZ]

Does this hypothetical "we" include Methane/CO2 emissions from melting permafrost? Because if it doesn't you've kicked the can down the road by 200 years...

Master Plan 3 can't happen by 2030, or even 2050. There's $100T of proven oil reserves right now, and 47 years worth of consumption at current rates. There is a huge global industry (and the puppet governments) who mean to burn all of that oil.

One petroleum engineer I spoke to in 2008 expressed concerns about "stranded assets". Then his city burned to the ground in a wild fire seven years later... That's the fate we should all be concerned about. The problem with long-term risks is that they suddenly become short-term risks when it's happening TO YOU.

We would have to ask Al Gore that because he made the statement in a recent talk, I noticed a shift in the messaging and I assumed there was some scientific basis behind that.

I'm advocating for "active intervention" once we get to net zero, but for now the best message is a simple "net zero" message.

Should Precision Fermentation work on in the food space, a lot of farm land will be freed up for "re-wilding" which will naturally absorb a lot of CO2.

Producers can only sell oil if people want to buy it. All that is required is for EVs to get close enough to price parity that 2-3 years of fuel savings close the gap. Most consumers are smart enough to run the numbers. EVs are heading for price parity and below, ICE car are probably heading for price inflation as sales volumes drop. There is no lack of ambition in the EV space, anything Tesla doesn't do the Chinese and others will do.

There is a lot happening in the grid energy space, outside of Tesla, Iron-air batteries, Iron-flow batteries, SMR and micro-nuclear reactors designs based on TRISO fuel. Those in the Tesla bubble don't know everyone else is doing, how good some of those products are, or could be. As with EVs there are fundamental economic drivers that do all of the work once the right products are available at the right price.

All I was stating is that just delivering on a good version of MP3 is enough to keep Tesla busy between now and 2030.

No one is saying net zero is a walk in the park, I am saying a lot is happening, and that negative messaging can be counterproductive.

As for what Elon is saying, I am more interested in his actions than his words, and I don't expect everything he posts on X to be high quality.

 

[Thekiwi]

Confusing they are combining two weeks... Is that the average over two weeks or the sum? Some historical context in this plot:

China EV insurance registrations in Feb 5-18: Nio 1,500, Xpeng 1,000, Li Auto 7,000, Tesla 8,200

Insurance registrations for major EV makers in China have dropped significantly over the past two weeks as people celebrate the traditional Chinese New Year holiday.

cnevpost.com

For context on the numbers, in case anyone forgot, this year the Lunar New Year holidays fell in Feb, whereas last year it was in Jan.

Overall, for the first 7 weeks of the quarter, the numbers are 54k this year vs 47k last year.

 

[Atomsla]

EV's delivered in january increased by 28.9% compared to last year in the EU:

Aantal in EU geleverde elektrische auto's nam in januari toe met 28,9 procent

Afgelopen januari zijn er 28,9 procent meer elektrische auto's geleverd in de EU dan een jaar eerder. In België en Nederland nam het aantal geleverde EV's toe met respectievelijk 75,5 procent en 72,2 procent. Het aandeel EV's nam in de registraties toe tot 10,9 procent.

tweakers-net.translate.goog

The number of electric cars delivered in the EU increased by 28.9 percent in January​

Last January, 28.9 percent more electric cars were delivered in the EU than a year earlier. In Belgium and the Netherlands, the number of EVs delivered increased by 75.5 percent and 72.2 percent respectively. The share of EVs in registrations increased to 10.9 percent.
Last month, 92,741 new electric cars were delivered in the European Union. This is evident from figures from car manufacturers' association ACEA . In addition to the Netherlands and Belgium, the number of EVs delivered also increased in France and Germany, by 36.8 percent and 23.9 percent respectively. These four countries are together responsible for two-thirds of new sales of electric cars in the EU.
The increase was the largest in Estonia, at 134.5 percent. In absolute terms, the number of newly registered EVs here remains small, at 136. The number of EVs sold increased in most countries, but also decreased in some countries. The decline was largest in Croatia, at 57.3 percent. This is also a small number in absolute terms, with 82 EVs delivered.
The share of EVs delivered in Europe increased by 1.4 percentage points to 10.9 percent compared to a year earlier. This leaves electric cars as the third smallest group, after plug-in hybrids and the 'Others' category, which includes, for example, LPG and hydrogen cars