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  1. feigen66

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

    Maybe those European teenagers should risk their life to help Ukraine. Nothing more hypocrite to live in a peaceful city to hate someone who against Putin's aggression as "right-wing libertarian". Maybe they need to look up the dictionary first.
  2. feigen66

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

    @TheTalkingMule have you ever lived in San Francisco before you disagree? I live there, at inner Sunset. Used to be a beautiful city but now it's barely walkable without stepping on needles or getting robbed. I brought my kid to Science of Academy Museum on Mother's Day, a van was broken in...
  3. feigen66

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

    Ah San Francisco. A lot of people there with hatred for no reason, not just Tesla.
  4. feigen66

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

    LIDAR doesn't really work in humid environment. Previously I have collected data for NAVTEQ, the team was aquired by Apple, with very expensive $500K high resolution multi-spectrum lidar on top, everytime it rain we just stopped data collection. Yes, there's technique to separate out noise...
  5. feigen66

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

    If you cannot take Elon's words, how about Andrej's? I have watched all of Andrej's public interview, he seems to genuinely believe in Elon's vision. Maybe he have different timeline but he thinks he can make it happen. This video was old but message from Andrej is still consistently the same.
  6. feigen66

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

    Remember the costly battery fix outrage promoted by Rich Rebuild? Apparently it's FUD. The "$5000" died soon after the video was out.
  7. feigen66

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

    EV is now a top export in California second to China. Thanks to Tesla. https://www.utilitydive.com/news/evs-hit-1m-sold-are-now-californias-top-export-as-energy-transition-drive/610099/
  8. feigen66

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

    The Bernie logic assumes all risks are equal but there's rational that founder and early employees hold significant more shares because the risk they have to take. Those shares can quickly evaporate if the things go south. It wasn't long time ago that Elon wanted to sell Tesla to Apple on the...
  9. feigen66

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

    Democrat is desperately to find the new Trump to boost the mid-term election. Elon is the easy target. We will see the intensity goes up as election near, unfortunately
  10. feigen66

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

    You could request ultra sonic to diagnose rattles if they rely on human ears.
  11. feigen66

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

    Living in Bay Area I found people likes to be pissed with semi-little things. Your neighbors might not be buying Tesla anyway and prefer to give money to GM and Ford because Elon is super-villan.
  12. feigen66

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

    CA we paid taxes no lower than Scandinavian but the return from the government is quite poor. I am happy to pay more if there's accountability. In US we ran government like cost-plus projects (e.g. SLS) which is insanely wasteful. Where is highspeed rail way after billions of dollars?
  13. feigen66

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

    https://www.reuters.com/business/autos-transportation/international-opposition-mounts-proposed-us-ev-tax-credit-2021-10-30/
  14. feigen66

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

    FYI, no more than 50% of assembly workers can be shareholders to qualify as "union"
  15. feigen66

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

    By their logic, any company operate in China is violation of human rights.
  16. feigen66

    Off topic galore

    We have a president serve special interest groups above the country and we have Elon serve humanity above all else.
  17. feigen66

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

    Only the "union" donated to the political party count.
  18. feigen66

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

    If UAW so eager to build EV, then maybe they could convince Ford to move March-E production back to US. Until then, they are slowing down the transition to sustainable energy.
  19. feigen66

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

    Listen carefully ... It's "union jobs", not "jobs".
  20. feigen66

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

    Btw, the guy who led vision and machine learning just left Argo few months ago. :-) I have plenty of friends in Argo. We treated each other in respect back in Waymo day. Maybe I should ask their CEO how Alex spreading irresponsible FUD too.
  21. feigen66

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

    Let's hope that you are right, not the movement being turned into another virtue signaling. Hydrogen infrastructure talk made me worry that politicians know no better.
  22. feigen66

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

    I am pretty sure any car with bowling ball on the accelerator would kill people too.
  23. feigen66

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

    Right. But can you imagine NPR did this by photoshopping someone's tweet? Photoshopping a tweet is another level beyond clickbait headline.
  24. feigen66

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

    The amount of FUD with respect to Giga Berlin in Germany is astonishing high, even public funded ZDF is spreading it. I am not sure Germany is all that rosy. Tesla is fighting for FUD at all front, either within MEGA, Woke or democratic socialist Germany.
  25. feigen66

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

    Would be nice the media applied the same standard scrutinizing Musk's every single tweet to other orgs (including UAW). The world would have been a better place. By the way, Ford doesn't even manufacture March-E by their "good wage" American union workers. That tells you something.
  26. feigen66

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

    Not just ruling out TSLA, but also EV startups because the startups could not afford an union, aka UAW monopoly. TSLA did have an union in Germany.
  27. feigen66

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

    Happy to slay another self-interest bear for the planet.
  28. feigen66

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

    Not the first time Elon doing business in Russia. Remember he started SpaceX because he did not get the ICMB from Russia with good price at the first place. You are talking about a guy flew to Moscow to buy ICBM with cash ...
  29. feigen66

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

    Money is just a token stored in the databases, and there are two types: centralized (Central Banks) vs discentralized (Ledgers). Not much choices left. All the debate on the environmental ground is mooted since USD has been primary units of crude oil trades and its monetary policy has been the...
  30. feigen66

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    I remembered the Q4 call, there is a question about how Tesla weathered from inflation risk, isn't BTC as an insurance simple as that? What's other alternative that's not backed by USD? Gold? Silver? Inflation is coming, food, raw materials, labors will become more expensive that will impact...
  31. feigen66

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

    Did "Quantitative Finance" ever create any value other speculative hedging?
  32. feigen66

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

    Happy Thanksgiving. I am very grateful for all the long term investors, disagreeing or agreeing with me, investing the future of humanity. People told me the P/E of TSLA is unrealistic. I asked, "What's the P/E to have your children and grandchildren a place to live on Earth?"
  33. feigen66

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

    Probably this belongs to Elon's thread, but this is reparaphrase of Dan Carlin's Wrath of Khans. In one episode, he was mocking historian revisionist on downplaying the flaw and cruelty of Genghis Khan yet he is a brilliant guy. Is Genghis Khan flawless? No. He conducted more genocide in...
  34. feigen66

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

    Bernie Sanders's tweet in 1.2.3 ...
  35. feigen66

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

    Mongols were once treated like barbarians, wasn't legitimately recognized (e.g., TSLAQ and MSM). 2020 will be the year of reckoning, a turning point in the history book. May we Musketeers endure through doubt, ridicules, personal attack, only HOLD on the divine mission of saving humanity to...
  36. feigen66

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

    I was listening Dan Carlin's "Wrath of Khans" talking about "creative arsonist" clearing up the "deadwood" to create space for the later civilization, and found similar parallelism of today's world -- there are lots of industrial deadwood up for grab and COVID has accelerated the process. It...
  37. feigen66

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

    Waymo's OPEX is insanely high. Each autonomous vehicle is more expensive than a Ferrari. Also their vehicle is custom-made ICEs. Maintenance cost will skyrocket. If Google's other bets are any indicators, they are mostly showy toys for the brand images.
  38. feigen66

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

    Tesla literally has autobidder in their battery system.
  39. feigen66

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

    Just FYI, Bernie and his colleagues spreads more TSLAQ FUD *sugar* this year.
  40. feigen66

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

    It's funny that so many Americans want to see Tesla fails. This should be national security interest.
  41. feigen66

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

    NIO profit margin is substantially lower. They are touting battery swap but it's outsourced to 3rd party. The battery tech is also not in house.
  42. feigen66

    Market politics

    The problem is Elon got singled out. There are other 500+ wealthy CEOs doing much worse jobs. I don't understand their logic.
  43. feigen66

    Market politics

    Great analysis. Money is the database of allocation of resource. We should treat them as such. Instead of seeing them as division of wealth and poor, we should make sure money flow to the right place.
  44. feigen66

    Market politics

    2020 turns Bernie into TSLAQ. *gasp*
  45. feigen66

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

    You are visiting *Oklahoma*, one of the most conservative states, for a business trip. Are you going to be a SJW to lecture the governor for not wearing a mask or talking about EV plant? Also they are hosting the event in an windy outdoor, less likely to have transmission.