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  1. E

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

    When will Elon run out of shares to sell? He has to be my least favorite shareholder.
  2. E

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

    The 2 year (3.4970) just dropped below the 30 year (3.499) a few minutes ago. Hopefully, the 2 year drops below the 10 year (3.355) in the not too distant future.
  3. E

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

    Vanguard cut my share price to one third, but my share count is unchanged instead of tripling. One would think this would be a single operation, not two separate changes.
  4. E

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

    There's going to be some deleted posts. Some never learn.
  5. E

    Model 3 Performance Waiting Room

    This car is amazing.
  6. E

    Model 3 Performance Waiting Room

    Tesla gave me more delivery options this morning. I'm getting my car on Monday 6/6.
  7. E

    Model 3 Performance Waiting Room

    5/25: trade in SMS 6/1: VIN 2687xx EDD 6/3-6/7 6/3: I got the msg today to schedule pickup. By the time I checked my calendar 6 min after the text, both spots on 6/7 for pickup were unavailable. So I called the main Tesla line and they also couldn't schedule me, and said to reply to text msg for...
  8. E

    Model 3 Performance Waiting Room

    I got my VIN. 5/25: trade in SMS 6/1: VIN 2687xx EDD 6/3-6/7
  9. E

    Model 3 Performance Waiting Room

    EDD currently 5/29-6/12. No VIN yet.
  10. E

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

    China is on the steep part of the Covid downtrend. From China: Coronavirus Pandemic Country Profile . So hopefully case count should be quite low by start of Q3.
  11. E

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

    Yeah. It's up to 25k cases on Sunday https://www.scmp.com/news/china/science/article/3173740/shanghai-releases-more-11000-covid-19-patients-after-recovery
  12. E

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

    Sounds like Shanghai will remain in shutdown for a minimum of 14 more days.
  13. E

    Model 3 Performance Waiting Room

    Ordered 4/7 MSM, black interior, FSD, factory pickup EDD 6/11-7/23
  14. E

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

    Instead of guessing at future share price, one could look at @The Accountant 's model of future share prices. https://teslamotorsclub.com/tmc/threads/tesla-valuation-based-on-5-year-outlook.234307/
  15. E

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

    Multiple reports that the delivery hold on Plaid Model S has been lifted - deliveries resume tomorrow https://teslamotorsclub.com/tmc/threads/model-s-delivery-hold-week-of-july-19-2021.234463/page-15#post-5740113
  16. E

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

    The Twitter user was able to upload clips from his browser cache. TLDW: vision is the future, lidar is a losing proposition. Their current training dataset is 1.5PB, for which they have a 1.5exafop nvidia-based cluster, which would measure #5 fastest supercomp in the world. He mentioned the word...
  17. E

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

    Getting closer to deliveries. The first report of a Plaid Model S vin https://teslamotorsclub.com/tmc/threads/model-s-delivery-update.9489/page-1734#post-5602842
  18. E

    What will you splurge your TSLA gains on?

    https://planewave.com/product/pw1000-1-meter-observatory-system/ Ok. Not really, but it would be something else.
  19. E

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

    Weird behavior from several stocks. Tsla, amd, fb spiked up, but goog spiked down.
  20. E

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

    It looks like Plaid+ Model S can no longer be ordered. It's greyed out on the config page.
  21. E

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

    Nah. It's really probably about the car accuracy. About 3-5 years ago, Elon made a comment that he wants Tesla body measurements to be so perfect that if a ruler shows an undesirable value, it's the ruler that is wrong, not the car. I think this is about the push to long term increased...
  22. E

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

    It looks like progress in the Model S delivery thread. A bunch of Plaid and LR deliveries have been set to June.
  23. E

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

    Yep. The old S has whiskers, and the new one doesn't.
  24. E

    OFFICIAL BUTTON WATCH

    Great question. I don't know. I was just pointing out that when you have sampled a large number from a population, you can begin to draw statistical conclusions. Maybe Elon is referring to number of accidents per million miles on the highway. Most likely it's the number of miles per accident, as...
  25. E

    OFFICIAL BUTTON WATCH

    Nope. Once you've sampled a population for an N greater than 30, you can extrapolate. That's the idea behind polls. So Elon's point is valid.
  26. E

    Wiki Model S Delivery Update

    Does Tesla produce preproduction models for their mechanics at service centers around the country to learn on? Could explain the low level shipments.
  27. E

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

    So how much money would Tesla get from Toyota? Elon says tesla's greatest constraint is finding good engineers. Would it be worth Tesla engineering time spent on providing UI/software to toyota? If it's going to include FSD cameras I could see the benefit to tela Tesla. Otherwise, not so much.
  28. E

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

    Seriously doubt toyota has lower cost motor, battery and BMS. This only makes sense if toyota wants to make a short range city car, which Tesla has zero interest in.
  29. E

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

    The tweet in question. Should be an NFT
  30. E

    Coronavirus

    Santa Clara county is starting to play games with who gets the vaccine ( they don't want to join the state wide "myturn" program). So instead of waiting forever, I just signed up and got my first pfizer dose last Sat ( I'm not really in any of the categories). I had to drive to the location for...
  31. E

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

    I don't think we'll see the benefits of Berlin and Austin until '22. So 750 at EOY '21. 1300 end of '22.
  32. E

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

    Would it increase though? My Mountain View rent prices *decreased* about 20% when I renewed my lease in December. Since then, I think rent has dropped even more. So not all sectors of housing are inflating.
  33. E

    Coronavirus

    It looks like the UK is going with herd immunity in one dose experiment. More Than 193 Million Shots Given: Covid-19 Tracker Scroll to the bottom: 24.6% 1 dose, only 0.9% 2 doses.
  34. E

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

    I could see China requiring Tesla to use Alibaba:rolleyes: neural net on their cars at some point. I highly doubt Tesla vehicle sales would be banned.
  35. E

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

    The price resistance here could be to passing 400.00B market cap.
  36. E

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

    Probably not covid related delay. Rather related to challenges of getting the 4680 pilot line functional.
  37. E

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

    Not sure. I think if it was functional, we would have heard the output (MWh/week).
  38. E

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

    People were hoping for a functional pilot plant (rumors of 400 Kato employees), which was ready to be scaled. They were not hoping for further process research.
  39. E

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

    David Trainer is the "electronic car" guy who didn't even know what deliveries Tesla had guided for this year, on Rob Maurer's show. Of course CNBC will uncritically reprint his words to scare the new shareholders. He was reported here to have a horrible track record
  40. E

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

    I wouldn't mind an internal company email about the end of quarter push.
  41. E

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

    Yeah. False alarm. Sounds like no Amprius collaboration. Twitter
  42. E

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

    OT weekend entertainment. SpaceX is about to attempt static fire of starship SN6. Edit. NVM scrubbed.
  43. E

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

    Travis County vote just passed yes for Tesla.
  44. E

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

    Looks like lower costs for Model Y are going to increased production. It's now $3k more than (previously $6k) the 3. Model Y LR AWD now starts at 49,990 : teslamotors