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Recent content by YasB

  1. Y

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

    Indeed. And when you are finally done and implemented all the edge cases you could imagine, you'll come across a stubborn woman in a wheelchair chasing a duck in the middle of the road. :D Google's self-driving car avoids hitting woman chasing a bird – video
  2. Y

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

    Meh ... get out of my head and leave my thoughts alone! That was exactly what i was thinking earlier this week, when i closed my position and bought back most of it this morning. :-D I like the look of the Model Y btw. Imho, it's better looking than the 3. I think that is the case, if you...
  3. Y

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

    It's better not to do that and assume the 550k is rounded or a number from some weeks ago. According to InsideEVs Tesla already was at something like 530k at the end of 2018.
  4. Y

    TSLA Market Action: 2018 Investor Roundtable

    No. I said it's not necessary to build a Model 3 like car, to prove that you can build compelling cars. That's a drive-train independent statement. I also said, that others have started to prepare for the production of compelling EVs, but are not there yet. One might suppose this is partially...
  5. Y

    TSLA Market Action: 2018 Investor Roundtable

    No need to construct a contradiction in my arguments. In that case there is none. You know other cars still exist and sell for a profit. Even cars that are un-like a Model 3.
  6. Y

    TSLA Market Action: 2018 Investor Roundtable

    See, that could all be true, but i'm not sure if it is. I'm not aware of any chips Tesla currently produces, so they've got to buy their hardware from the same industry suppliers. With that comes firmware, which Tesla can update via OTA and others can not or don't want to do. With that also...
  7. Y

    TSLA Market Action: 2018 Investor Roundtable

    Right now and in that quantity? No. At least not, if you include the EV part. Building compelling EVs simply wasn't economic, necessary or a priority for them. That changed slowly over the last 2 or 3 years and we should see more results of that change over the next few years. I'm willing to...
  8. Y

    TSLA Market Action: 2018 Investor Roundtable

    You are deflecting. You just had to make it sound, as if in 2008 ICE carmakers had promised EV heaven and something that would be competitive to todays Model 3 regarding price and volume to have a strawman. Probably you were simply hoping nobody would ask about it. When i did you immediatly had...
  9. Y

    TSLA Market Action: 2018 Investor Roundtable

    Imho, production constraints are a completely normal thing when it comes to ... uh ... production. That's for example why Tesla is limited to a certain number of cars produced until that china plant is up and running. I'd be interested in your logic, how Tesla seems to have no problem to build...
  10. Y

    TSLA Market Action: 2018 Investor Roundtable

    That's a combination of conjecture, wishful thinking and misrepresentation on your part: We are living in 2018. Please show me the promises made in 2008 by the traditional automobile industry regarding affordable, long range, mass produced EVs, that would be available today.
  11. Y

    TSLA Market Action: 2018 Investor Roundtable

    The answer depends on what kind of criteria you apply to define leadership. I'd probably point to willingness, a different judgement of the market, economic situation and customer base and not to a lack of capabilities.
  12. Y

    TSLA Market Action: 2018 Investor Roundtable

    Please read past the first paragraph, where the only points made to strengthen that argument refer to the deployment of vehicles and how they cannot generate revenue from digital services, when people are lacking reliable connectivity while driving. If you disagree and should be of the opinion...
  13. Y

    TSLA Market Action: 2018 Investor Roundtable

    You seem to imply, that everbody not building a Model 3 like car today, is not able to build cars, since the Model 3 is the one to compare everything against. To seriously answer your question, i would have to share that assumption, which is something i do not do.
  14. Y

    TSLA Market Action: 2018 Investor Roundtable

    I did. It said that infrastructure in germany is lacking, but would be required for self-driving cars and other stuff. It's talking about deploying cars in the field, not R&D. Now please enlighten me, how gora321 made a valid point with his remark that Tesla is not located in Detroit but Silicon...
  15. Y

    TSLA Market Action: 2018 Investor Roundtable

    Most of Teslas R&D is located in Fremont or Palo Alto which belong to the San Franciso bay area. That is in California. The region is also called Silicon Valley, because they know how to build software and high tech stuff there. It's about 20 miles away from the VW Electronics Research Lab which...