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Recent content by Remus

  1. R

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

    I won't take all his predictions at face value. He also predicted the virus cases would improve significantly by April. Although based on the abundant caution taken in the past nerual link and Tesla events, he changed his mind.
  2. R

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

    Isn't this amazing? Just a little over a year ago we were bitching how they balance maintaining line output and experiment with new manufacturing method. Now they have more freedom to explore with no impact on current production! The other guys could not catch up when Tesla was limping.
  3. R

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

    We still don't know whether those cells in those packs are counted as prototype or production
  4. R

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

    We have drastically different definition of "improvement". For me as long as they are better than their current mass production it's counted as improvements. And their current production is using cells from panasonic etc. For that I am sticking to my original claim as these are independent...
  5. R

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

    I don't get it. Why does it require more than the current approach in panasonic or LG or Samsung?
  6. R

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

    I would go out and buy one if I didn't know that they are losing ton of money on the car and likely won't support the product long term.
  7. R

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

    Why? For example, why can't they produce tabless large cells with wet method?
  8. R

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

    About battery day. I found it very reassuring that they presented several aspect of improvements that are pretty orthogonal to each other. Elon has been late before to put it lightly. Although recently he's been early w.r.t. model Y prod, giga shanghai and berlin. Yet The semi has not started...
  9. R

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

    Many of us invested in Tesla to support the mission, part of the reason we loaded when the stock price dipped below 200. Elon should use his influence to advocate such sensible, fact based solution as you stated so nicely. Instead of lashing out and go full on conspiracy theory.
  10. R

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

    I couldn't care less about his comments on stock price, or he selling his house. He was wrong about covid 19 and instead of looking at facts and course correct he attacks the facts. That's Koch brothers' way of dealing with climate change! If he wasn't so bone headed about this virus being...
  11. R

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

    That can't be true. I actually was in a Tesla store in Beijing last December and talked to many customers. Every single one of them know who's Elon Musk.
  12. R

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

    I heard climate change deniers says the exactly same things too. I remember them cheer when some of the predictions turns out wrong. I remember them claiming the science is not settled. I remember them saying nobody knows whether EV reduce emissions. I agree with this new virus the science is...
  13. R

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

    What are you talking about. Of course it is his fault! Of course I still believe in Tesla the company or else I would have dumped all. Having 20% of portfolio in one stock is still very high, now that Tesla is just a company. Tesla lost its special place in my heart. He might have attracted...
  14. R

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

    because I need to diversify in the face of less certainty.
  15. R

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

    I held my shares and added when the share price dipped below 190. If I cared about money that much I would be out long long time ago. I invested too much because Elon was my hero. He was my hero because he spent his fortune with his blood and sweat on fighting climate change and advancing...