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  1. Thumper

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

    Clauser's Nobel is for quantum physics. It does not qualify him to evaluate climate change any more than those of us on this forum. I defer to his ideas on quantum physics.
  2. Thumper

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

    It is quite common for people to say things sincerely but circumstances change and they adjust. Consider the divorce rate.
  3. Thumper

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

    Electric planes will soon be the most economical equipment choices for short haul routes like the hourly shuttle between Portland, OR and Seattle.
  4. Thumper

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

    What has the potential to make Optimus special and better than the competition is exactly what makes FSD special. The two are related.
  5. Thumper

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

    Here's a video from the Electric Viking who says CATL has a new very high power density cell. Tesla is set to partner with CATL. Does this board have insight into whether these numbers are real and if Tesla will benefit from the tech? We seem to have never gotten the full benefit of the...
  6. Thumper

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

    I personally had a pedestrian step in front of me and the MS , driving on FSD, stopped and did not hit him.
  7. Thumper

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

    Even if Elon had considered separating Tesla into an innovative EV maker and a disruptive AI/Robot company, he would not have been able to do it and retain control after the combination of his avian purchases and the miscarriage of justice in Delaware. I agree that it would make sense, but is...
  8. Thumper

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

    I agree. The best way to handle this type of turn is to not do it. Go right to a stop light and make a left or U-turn or otherwise replan your trip. For years UPS has planned left turn out of routes as much as possible. It would be entirely reasonable for FSD to handle this very dangerous...
  9. Thumper

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

    I took delivery of one of those cars. VIN 2383 on Jan 2, 2013. It was delivered directly to my house. Happy to have pitched in, although at the time it was a speculative buy. I thought for sure I would need to rent an ICE periodically, but never did need to. There were no superchargers...
  10. Thumper

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

    This was thoroughly covered in an Outline segment autoline cybertruck steering - Google Search Yes there is a motor.
  11. Thumper

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

    Trip postponement is Old news from this forum yesterday!
  12. Thumper

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

    States that have successfully suppressed showrooms and service centers are finally having an effect on overall demand perhaps.
  13. Thumper

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

    We don't have FSD yet and we don't know how much compute and data it will take to achieve it. If it is like trying to achieve the speed of light, then the energy need approaches infinite as you get closer to the goal. Maybe we can get enough 9s and maybe we can't get them economically. If...
  14. Thumper

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

    180 mile round trip yesterday on 12.3.3. Handled a roundabout perfectly. Cruising in the far left lane with traffic, our exit 40 miles up the road, suddenly for no reason at all, ego signals and moves 2 lanes to the right. It was done safely but was basically phantom lane change.
  15. Thumper

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

    It is already cheap to rent a Uhaul truck mid-week for building materials or rent from Home Depot. Much more economical than owning a pickup if you don't haul often.
  16. Thumper

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

    Maybe the Robotaxi is the van not the M2. You heard it here first.
  17. Thumper

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

    I own a 22 S LR and am sad to see so few S/X sales this quarter. I believe no car in history has offered the combination of acceleration, handling, space, ride quality, safety and amenities as this car. At the price it is a major bargain. If the numbers stay this low, it seems it will be...
  18. Thumper

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

    I got 12.3 yesterday and drove it today. It aced the entire drive. Three destinations with no interventions. It handled one corner flawlessly that it had never driven correctly on other versions. This seems to herald that the promise of true FSD may be close.
  19. Thumper

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

    I'm obviously not a lawyer but it seems that the Yazoo land grab scandal adjudication might apply to Elon's contract. If I have it right, the Georgia legislature corruptly granted a large amount of land to some companies and when the bribes came to light, they tried to reverse the sale. The...
  20. Thumper

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

    If they are making a profit on those BYDs, ICE is so dead!
  21. Thumper

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

    Wyoming, North Dakota and Texas. Fossil fuel economies!
  22. Thumper

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

    From MIT technology Review, a long seeming evenhanded article about nickel mining by Talon in Minnesota and the effects from the IRA on Tesla, the American consumer and the US economy. https://apple.news/AS7L8RdneTvmD6wWBZeFyhQ
  23. Thumper

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

    What % of investments are in TSLA? It's hard to say. What time is it, 10:00 AM or 4:00 PM? Tuesday or Friday?
  24. Thumper

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

    How about the Test board synthesizes enough shares to give Elon the control he feels he needs and he buys them by paying each TSLS shareholder an appropriate number of shares in X. He gets his control and we are compensated for the dilution. I do not have any idea how legal this would be and I...
  25. Thumper

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

    I am uncomfortable with the gathering consensus of 2.5 M vehicles for this year. Before we set a goal that will be used by the MSM to beat up on TSLA, let's at least wait until the earnings call and let management give us their best estimate. It is fair to consider battery supply, market...
  26. Thumper

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

    I predict Optimus will be battery flexible. Tesla will create battery packs using each cell type and shuffle between them to balance cell supply. It should be much easier than cars and the usage/charging demands should be less stringent.
  27. Thumper

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

    I wonder if the vehicle to residence backup power will make it to the S and X and 3 and Y.
  28. Thumper

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

    What is the status of an innovation Tesla showed a few years ago whereby wire was encapsulated in a large ish plastic chunk that is easier for robots to install?
  29. Thumper

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

    There are three superchargers between Phoenix and Flagstaff, shouldn't be much of a problem!
  30. Thumper

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

    Reuters (ugh) is reporting that GM bought Tooling and Equipment International. (Casting & Prototypes) which has been making the molds for gigacastings.
  31. Thumper

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

    Count me as skeptical of the entire sand casting theory. Regardless of the problems cited by others, any casting done on site will require a large enough furnace to melt the full charge of the mold cavity plus spurs, risers and runners. The metal can't just be liquid, it must be exactly the...
  32. Thumper

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

    Recently visited my local Tesla showroom and was greeted by:
  33. Thumper

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

    Does V12 pure NN method imply that it will be easier or harder for others to follow the same path?
  34. Thumper

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

    I believe that price was for a rolling chassis. You still had to pay a coachbuilder for that boattail bodywork. So the price is considerably higher yet.
  35. Thumper

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

    https://www.autoblog.com/2023/08/07/cadillac-celestiq-340000-starting-price/ So GM claims to have at least 600 orders for the Cadillac Celestic. For a whopping $340,00 you can go from 0-60 in "about 3.8 seconds". You get a 111 kWh battery that will take you about 300 miles on a charge and be...
  36. Thumper

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

    For a moment, let's assume LK-99 is real and can be synthesised economically, that leaves us wondering what are its mechanical properties. Can it be extruded, molded, milled, forged, rolled, or welded without loosing superconductivity? What is its tensile strength, bending strength, etc. Does...
  37. Thumper

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

    Scientific American not yet convinced of LK-99. Let's all recall room temperature fusion. https://www.scientificamerican.com/article/viral-new-superconductivity-claims-leave-many-scientists-skeptical/ The authors wrote that their discovery “will be a brand-new historical event that opens a...
  38. Thumper

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

    https://digitalassets.tesla.com/tesla-contents/image/upload/TSLA-Q2-2023-Update.pdf Here we go
  39. Thumper

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

    It is good to have undersea cables. Starling is vulnerable to a coronal ejection event. Cable are a worthwhile communications supplement. Don't put all eggs in one basket.
  40. Thumper

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

    Gtrplr1. You must be new to EVs though you’ve been here since 2017. Oh well, use Tesla.com “find us” or PlugShare. Either should cover your charging needs anywhere.
  41. Thumper

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

    I have no idea why you are dissing the S/X refresh. The current S is a giant improvement on the original S which I also owned. It sells well enough to be profitable and is a killer halo car. I think your negativity is unmerited.
  42. Thumper

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

    I just returned from a multi thousand mile road trip. Went from v11.4.2 to v11.4.3 a couple of days ago. I drive a 22 MS long range, the best road car ever made. The wipers work fine for me. FSD is a different story. Phantom braking, phantom lane change and gratuitous nav...
  43. Thumper

    Supercharger - Liberty Lake, WA (LIVE Mar 2022, 12 V3 stalls)

    Supercharger service answered after about 30 minutes last night. They already knew of the problem and were sending someone. In car app should reflect outage and route accordingly.
  44. Thumper

    Supercharger - Liberty Lake, WA (LIVE Mar 2022, 12 V3 stalls)

    Liberty Lake SC is completely off line this afternoon 6/16. The level 2s on the East wall are working. There is only one more slot available. I’m trying to report the outage to an old supercharger service number. It seems to be an active number with service choices but I’ve been on music hold...
  45. Thumper

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

    Asking Fairchild, how much are you actually up after selling, paying cap gains and brokerage fees. Is that worth the angst in the interim. For myself, more comfortable just holding with conviction it will recover before I need the money.
  46. Thumper

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

    Right on schedule, a negative piece in WaPo today on FSD. No link
  47. Thumper

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

    FSD is not ready for the masses until they fix the phantom braking problem! I’m on a road trip. Yesterday, driving E in eastern Montana, no cars within 1/2 mile, straight road, suffered several phantom braking incidents, some accompanied by attempted lane change! This needs to be sorted...
  48. Thumper

    FSD discussion

    I’m on a long road trip. Today in eastern Montana eastbound no cars near me for miles, FSD repeatedly executed phantom braking. Sometimes merely hard and once very hard. Sometimes accompanied by an unwarranted lane change. Otherwise, 11.4 is pretty good.
  49. Thumper

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

    Recent Ford capitulation was pretty significant. That is burning the shorts. It takes time to play out.