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  1. T

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

    Yeah I dont think the goal of the compensation package was to hit and high and then have it drop massively over the next couple years while he plays lets spread conspiracies.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Coincidence where Elon has gone the last 2 years or so. Thing about long term and short term if you let the world cut back on short term it has an effect on long term. When does short term become long term? 2017-2018 when Elon was more concerned is going to be a decade soon. If the people he now...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I moved half of what we sold and my kids moved all of what they sold. Needless to say we are pretty happy about it.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The truth is the Semi still hasnt launched. The event 2 Decembers ago now was just a smoke screen. Right now it is a prototype with 1 partner. This disappoints me far more than any other Tesla issue.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Would say more that Tesla didnt plan accordingly for Model 3 battery production when the IRA was passed. Had about 1.5 years to plan for the battery situation. Tesla not at a disadvantage. Tesla isnt able to fully take advantage of the competitive advantage already has. Lowest price high quality...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Wouldnt shifting more Model Y production free up more resources to Model 3 Highland Production at Fremont? Also isnt GigaTexas supposed to be more efficient modern facility?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I still dont understand why Berlin and Texas volume is so low.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Like I said lets see how it goes. Those local contractors certainly had people at Tesla they were communicating with.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yesterday reports came out about Trump asking Petroleum companies to give his campaign $1B. I exchange he will lift environmental regulations, try to kill EVs, etc. You think that those same Petroleum companies wouldnt get money to people that need cash to act like fools. The so called...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That horse says a lot of horse *sugar* that turns out to be misleading. No one thinks that Tesla is abandoning SuperChargers. It just is really hard to manage planning through go live without project managers and other staff to do it. People pointing out SuperChargers going live now saying see...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Woke = "Things people want to complain about but won’t name because it shows the world how childish and hateful they are."
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    https://fortune.com/2024/05/09/trump-electric-vehicles-oil-gas-climate-chevron-exxon/
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yesterday we were in rural area. Came to a number of country 4 way stops with absolutely no other cars and you had to beg the car to go and when it did it crawled. Had a number of irritated cars behind us. That and the hard brakes when it should just do regenerative braking when coming to a red...
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    Supercharger - Key West, FL

    Yup I am afraid of that as well.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yea! Will they be in car navigation? Will they be in the app? Will the fees for charging just happen automatically like they do now? Year ago we cheered that Tesla charging standard was taking over and SuperCharger network was great for Tesla and EV adoption because of the reliability and the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I have a question. With the complete SC team let go what is the fate of SC under construction or in permit stage. How will they get completed without some sort of project management?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The CyberTruck had no place to be built. We bought into lies about its delivery time frame. Covid did not slow down GigaTexas construction. GigaTexas broke ground August 2020.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Are you telling me you know all the places you will go all the time when you head out? Honestly that type of scenario we do all of the time. When people go shopping is it always to the store and then home. Then to another business and then home. Then to another and then home.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    FSD has a long way to go to match up how people use cars day to day. Say you decide to run out to get shopping done. People expect to be driving along and say hey lets grab a drink at Starbucks on way to Costco. Done with Costco, well they didnt have X, lets stop at traditional grocery store on...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I guess my $15K purchase of FSD on our S was just a 151 month prepayment. I will make out like a bandit after 152 months.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Does that mean he wont give Trump a sweet heart loan to pay legal bills?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    People that say the grid cant handle an immediate transition should be just pushed aside. No one is suggesting that it is possible with the grid, but more importantly it isnt possible period. It is utter nonsense, so the hypothetical is nonsense. With that pushing to transition as fast as...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Sure they could, lets not act like TSLA cant as well. The point is we feel the risk vs reward is substantially higher now with TSLA. Megapacks will do well, but I honestly dont see how people can believe the target dates for sub $30K model. I base that on the non launch of the Semi. I am sorry...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Isnt a part that can go into any car a part that works in both cars. So Y casts wouldnt work in 3 and 3 wouldnt work in Y so not shared.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    2 years ago didnt think Elon would go nuts. I like many other feared missing out. Still love Tesla, just dont trust the leader. No one can give me any reason why over next 2 years expect much of a run up. This isnt like when Model 3 and Model Y came out and people doubted ramp. Even Tesla in the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Says a lot that have to go back to 2014, doesnt it.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Can anyone come up with anything that Elon said turned out to be just plain true. Any date that was real, any stat that was real? Really anything? By the way my family finished getting out of TSLA today. In total a little under $4M. Feels good to not feel any need to defend Elon any longer...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So what do you think is the catalyst that could drive a 2x, 3x change? Right now 2x doesnt even put us back where it was a couple years ago. Reveal of model 2 isnt going to cause a rapid appreciation. We know it is coming, I say likely post 2025. Honestly why would you trust dates at all with Elon?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And Elon has been infected by the Broke Mind Virus
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Does Tesla still have Musk? He seems so preoccupied with Twitter and revenge.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It not just that he picks a side its what he presents. He has been saying the immigrants are being let in to vote for Biden. He pushed that mail in ballots arent tied to a voter so you can just fill them out and send them in through ballot harvesting. He isnt even educating himself on how mail...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You make the assumption the $3M doesnt grow in other stocks. Last chunk of cash we had we put into NVDA. Would have been nice to have cashed out TSLA then and put in NVDA. Its a couple things. Does anyont think TSLA will do anything substantial before the sub $30K model is ramping? I dont and...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And this is why my wife and I on Saturday decided to sell all of our TSLA, which is about $3M worth. His spewing factually incorrect conspiracy theories about great replacement theory and election fraud was the last straw. TSLA isnt going anywhere the next couple years with slowed ramps and new...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Lyriq Nissan - The new one. I forget its name. Lucid Air - Didnt expect that. Biggest point in the advertisement was eliminates range anxiety Volvo - Lots of Volvo for both the new small SUV and plug in hybrids Subaru Solterra Kia - General lineup
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My wife and I watched the 3 Equalizer movies this week. 2 on Hulu and 1 on Netflix. Amazed me how many EV advertisements that were pushed to us. I have never seen so many. Not the type I really would want to see from Tesla, but I didnt expect to see so many. Dont know if it is because we are in...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And people believed it even with no place to build the CT. I for one have a very hard time believing any time table (and lots of other things) that Elon says now. He has betrayed trust far to much.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I understand that, but if the price ends up being the same why will it cause more people to buy. Also I would like to know if say demand did increase what capabilities do the factories have to ramp further to meet demand? Can they? Can enough 2170 batteries be produced to make more Model 3s...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Why? Does Tesla feel that with lower interest rates they can raise prices. So doesnt that imply the actual take home price for a car stays the same. So no real increase in demand?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    How many actually built? To me until a few different customers are using them it isnt pilot production it is partner prototype production. At least my son is going to work for Pepsi/Frito Lay and he may actually see one. Looks like Giga Nevada new facility is a year away at best.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What about the 2 front and rear casting Model Y becoming the dominant Model Y form factor. Shouldnt moving Model Y volume production to that version(s) lower the cost of production.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Quick question. Is Semi really launched?
  42. T

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

    We all were suckered into Cybertruck coming sooner. There was no factory and cant say that Gigafactory being built was slowed by pandemic. There was no other place to build it and we ignored that.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My biggest issue is that it looks like to me that Tesla didnt better prepare for 2024 in 2023. From losing IRA tax credits on the Model 3, to the delay in launching the Model 3 Highland in USA. To not shifting production around at facilities to better make use of them. Amazes me that Fremont is...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not all mortgages just adjust. Maybe I am wrong, but most people have fixed rate mortgages. So they dont just go up when interest rates go up. Only new and refinance and who would refinance to a larger rate?
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Marketwatch.com reporting the lower growth rate in 2023 as lower volume in 2024 compared to 2023. People dont know how to read.
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    California bans small gas engines including gas generators

    It was like 120 degrees. That is also the summer when Tesla kicked off Virtual Power Plant in California. VPP kicked off in July 2022 with 1200 homes and by the time the heatwave ended nearly 5000 homes were supplying energy to the grid and now up to 8000. Oh and the ask was to cut AC to 78...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Oh boy and Ben Shapiro is telling him not to worry about Climate Change because people in Miami can just sell property when the city is flooded.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    He certainly wont exaggerate anything