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Recent content by dondy

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    Coronavirus

    bad journalism is bad. These jerks were reporting "lack of ventilators" in the Netherlands as well which led to the cases of stubborn old people refusing to go to the hospital "because it is useless". The RIVD (dutch CDC) reports aggregated data provided by regional GGDs. GGD aggregate data...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    estimated capacity in "miles"=/real mileage achievable. Heck, even if the capacity estimate is done in kWh is almost never real kWh used. Electrical batteries are chemical devices and their capacity is subject to many conditions. Good BMS can recover and use cells even with considerable internal...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    "when it's can be done". There is no strategic sense in his announcements. He is looking for possibilities and challenges his team to realize them in the shortest time possible. Considering demand pressure and relative simplicity of the required changes I would say that in the october 2020...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    few small reminders. Solar City was installing solar farms everywhere. There prime client was actually "Target." with bigger solar farm park than Walmart actually. Since I see "California" in the top of the list of Walmart fires, I believe that the reason was the combination of unproper...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    about service joints in Europe: As I was writing a year ago Tesla has tremendous problem with personnel in Europe. So far all Tesla attempts to bring repairs in-house end pretty much in a flop. They can not find people to start it in proper terms. Shops which do Tesla's repairs have problems...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    JB is (was?) BMS guy. All his patents are there. All talks he made are about BMS. He has nothing to do with the batteries. Apparently Tesla slows down on BMS development and focuses on new types of cells. Beside possible burnout (see Tom Mueller) his reason for retirement can be a "personal"...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I remind that vast majority of the real bears (the banks) shorting $TESLA hold or control significant Tesla stock (and expanding it regularly). Most of them do both sides simultaneously and aim to target retailers money. Both sides. Your money. The actual stock flow reflects (since the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    In the Panasonic reports it was in Automotive&Industrial division. Energy is the best performing subdivision in Panasonic with the best Operational Profit. The BS Nikkey is writing is no different from the crap you see in Bg etc. (Panasonic is heavily shorted with similar consequences to Tesla)...
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    Genius level IQ people. Explain what Tesla is doing!?!

    No genius level brain is necessary. it is enough to remember what happened two months ago and to have basic capacity to collect and compare facts. They don't really. Most of the auto companies do seasonable changes for prices. You don't see them really because they are masked in internal...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Timothy Lee wants to enter auto-media and works as a tool for IIHS or better said insurance lobby. His main task is to kill current FSD evolution. Both employers want for Tesla to die. I remind that the appearance of properly working level 3 FSD will kill auto insurance.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As I pointed before with quotations Tesla requirements are very similar to the other Patent Pledges. The differences with Google variant come exclusively from the difference software/hardware patent law in USA. This "analysis" is made by a predatory firm involved in numerous patent litigations...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla needs to expand "foot-print" of bigger Reno. They have serious housing problem, they are not that special to attract good specialists from coast USA, so zero choice for engineering positions and now they have serious shortage of personnel for entry positions, because satellite companies...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I suppose you have asked about Panasonic. current commercial prices Panasonic offers are around 30% (>) less then in 2014. I heard about renewing contract with 18650 from acquaintances working in american Panasonic. Consider that a wild rumor. P.S. Battery price drops (actually fluctuations)...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    He mentioned explicitly test drives as one of the purpose of the new "galleries". I have provided direct quote already.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    A long long time ago I participated in a funny long conversation about "arrival of the digital age" where us stupid students were seeing only "ease of access" and wanted to be oblivious about side effects of coming internet era: "comfort zone=selective messaging", lack of scrutiny, and general...