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  1. KBF

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

    I do think that building infrastructure is a legitimate use of taxpayer money - as long as the bidding process is open and transparent. My bias is that I trust Tesla to actually produce quality charging infrastructure that lasts, but our federal government seems to want to deal with the likes of...
  2. KBF

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

    The most effective and efficient way to end ICE sales would be to start by ending oil and gas subsidies; and tax ICE vehicles to cover the true cost to the economy of their extra emissions. Norway didn't ban ICE, they taxed it and exempted EV's (until recently, now EV's pay some tax IIRC). I...
  3. KBF

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

    Virtue signalling is the right word to use - but I don't put that on "the general public" primarily - the elite here are far far worse... They kind of lead the way. If merely raising taxes was enough to secure our descendents' futures, I'd be happy to pay. But my taxes go to crony capitalism...
  4. KBF

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

    You just need to read every single post (save time by putting all the trolls on ignore so the actual investors who post real news don't get lost in the shuffle). From a little while ago: There's also a dedicated Semi thread elsewhere on the forum.
  5. KBF

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

    Not sure if this has been mentioned here, but it's a good reminder things are still happening in multiple areas for the company: Tesla Semi pilot expands to Martin Brower Another customer for the Semi pilot project. I like the glowing reviews by the drivers: while I wish they would ramp Semi...
  6. KBF

    Tesla Unionization

    https://www.teslarati.com/elon-musk-tesla-sweden-conflict-if-metall-union/ Elon is confident things will be fine in Sweden, according to a recent X Spaces interview. Contrast that to the union reps, who are convinced their latest attempt can't be bypassed: they're blocking new Superchargers...
  7. KBF

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

    Some of my disengagements so far are from wanting to drive more aggressively than my car (passing the car ahead quickly on a winding road - legal but you have to be aggressive to be safe). This won't reflect most disengagements, but just pointing out x% are perhaps even the opposite (my...
  8. KBF

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

    Oh oh... I just got the free FSD this week, and I've apparently been training it to be very aggressive. Sorry everyone... 😎 It is interesting that on the highway I can use the scroll wheel to set my FSD speed, but in town that's not available... But if I nudge my accelerator briefly the car...
  9. KBF

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

    Ah, so it's not about actual ethics, it sounds like you're concerned about how others perceive you and your car. Honest questions - what do you think is the worst thing that could happen with that potential association? Do you feel that you have no power to change others' perception (or help...
  10. KBF

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

    https://www.teslarati.com/tesla-semi-shipped-over-20k-battery-packs-from-giga-nevada/ I may have missed recent Tesla Semi news, and maybe this was already known, but it's nice to have confirmation that Tesla does indeed use a fleet of Semi's for shipping batteries from Nevada to Fremont. 20,000...
  11. KBF

    Tesla Unionization

    https://www.teslarati.com/tesla-sweden-record-delivery-loophole/ Not sure if this is new or if it's been active for awhile, but it looks like Tesla Sweden is indeed sending mail to a separate office in Stockholm, bypassing the mail strike. No need for customers to order backup plates. I still...
  12. KBF

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

    I believe every data point is important to note, even if it may be an outlier and doesn't actually contribute to a reliable extrapolative pattern. But every data point indicates potential issues that need to be guarded against to reduce future issues. And, of course, if an outlier becomes too...
  13. KBF

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

    On the other hand - many people still rightfully want to see what they're purchasing with their own eyes before buying anything expensive. The combination Store/Service Centre is beneficial. But I won't disagree about the service center alone - again, back to my own history, once Manitoba had...
  14. KBF

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

    That's helpful, I didn't know this. Though I bet if I tell my wife that it'll cost $300 she'll agree with me that using our normal remote is just fine... Personally, I love having a choice - it adds some transparency to the actual cost of things. I'll use that $300 on more useful things in my...
  15. KBF

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

    The Ranger that visited me last winter used a beautiful blue Model X. I've never had service come to my home from any other car company. Super convenient - it's a bit of a counterpoint to those who say not having a Tesla Store is a massive deal. This softens it a bit (though doesn't negate the...
  16. KBF

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

    https://cleantechnica.com/2024/03/18/new-tesla-kids-book-breaks-down-the-tech-for-a-younger-audience-and-might-just-save-the-world/ Interesting story - twins who live near a Tesla factory wrote a book about Tesla/dispelling EV myths. Anyone come across this book? Seems like pretty good...
  17. KBF

    Canadian Stores and Service Centers

    Just got this text from Tesla: "We are very excited to invite you to Winnipeg's soft launch of our brand new service, and eventually sales and delivery centre. Our event will take place on March 23rd, from 11am-5pm. We will be hosting demo drives in our brand new upgraded Model 3, and Model...
  18. KBF

    Russia/Ukraine conflict

    https://www.bbc.com/news/world-europe-68457087 Apparently Germany needs to up their cybersecurity. And it looks like Russia is trying to correlate modern Germany with WW2 Germany... We'll see how this affects German politics. Apart from the attempted shaming/political ramifications of this...
  19. KBF

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

    The China FSD rumors are interesting to me. On the one hand, China is very concerned about non-governmental power/influence (particularly mega corps - they see corporate lobbying as corruption and have worked for years to root it out), and I was wondering how they'd respond to a private entity...
  20. KBF

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

    Thanks for sharing - my kids (and I) now know how the Boring Company works (gotta love homeschooling flexibility!) According to the video those silos are for the mortar/grout mixing plant (if you're asking about the ones that are labelled Simem). I was musing about the 'integrations' between...
  21. KBF

    Artificial Intelligence

    I find that ChatGPT is generally useful as a brainstorming tool - it's pretty good at coming up with lists. For example, my teenager had to write a current events essay and had no idea what topic to pick. So we went on ChatGPT and asked it for suggestions ("What are some potential topics for an...
  22. KBF

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

    Genuinely curious: helpful for what, exactly? Day trading around quarterly reports/playing with options (trying to 'get ahead' of institutional traders who actually move the stock)? Or is there something else where his numbers can actually be used to improve gains beyond just looking at actual...
  23. KBF

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

    Everyone's afraid the sharp edges will cut them... Apparently it's so sharp you'll start bleeding if you get too close. /s (Woah... Brain flashback to some kind of tv show/cartoon(?) in the 80's/90's that talked about a sword whose edge was so thin it would cut your skin before you could even...
  24. KBF

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

    Elon also publically told everyone to never trade on margin. WS knows exactly what it takes to harvest those shares, and will pile on the FUD to get there whenever they can, and take advantage of anything they can. And even apart from that time when he sold shares, the stock price had rocketed...
  25. KBF

    Tesla Unionization

    Record weekly production in Germany clearly shows the sympathy strike by Hydro Extrusions (was that their name? I'm bad with details) has minimal effects on the Gigafactory... They've likely only caused harm to the environment (longer distance shipping of parts from alternative suppliers) and...
  26. KBF

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

    Wealthsimple has been rolling out (and pushing hard) stock lending. I've attached their email so you can see how they're trying to convince us to let them use our shares to cover their gambles and get them loans they don't deserve. Sure, they give a bit of cash in return, but it enables the...
  27. KBF

    Tesla Unionization

    I wonder what "cut gold with a soap knife" means? It's a fascinating idiom (or just very mistranslated?) 😏 Came across this article today: Tesla Sweden workers may be fine now, but not as good as they would be with a union: IF Metall Sounds like Tesla employees put out a banner saying "We're...
  28. KBF

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

    There are 500 Wall St analysts *worse* than him?? 😆
  29. KBF

    Tesla Unionization

    But apparently also makes one question one's purpose in life, as the striking worker commented. YMMV (then again, maybe it was a translation ambiguity, he might be perfectly happy... It was hard to tell).
  30. KBF

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

    The person who chose the music should be fired... Makes me think of a frenetic circus show, it screams "we're hustling you right now, don't slow down to think while I pick your pocket" 😆 And the only time they actually compared it with the Y was saying that the Model Y doesn't have Android...
  31. KBF

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

    I have heard that it's probably the biodiesel or whatever - the fake 'environmentally friendly' fuel that virtue signalling lobbyists pushed. Issues all over the US. Certain mixes do terrible in cold weather - Canadian gas stations switch over from 'summer fuel' to 'winter fuel' in...
  32. KBF

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

    IIRC, his original comment/promise was essentially "first in, last out" (which a natural interpretation means divesting of ALL shares). But it's true that at other points he has said "I have no plans to sell any shares for x time" (after some backlash from selling), which is still stating a fact...
  33. KBF

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

    (I'm assuming you mean "not comprise a threat" - apologies if you really meant 'compromise') Since the core concern for him is the voting, he could easily mean that instead of developing AI/Robotics under TSLA, he could develop it under the umbrella of his other existing companies that he...
  34. KBF

    Russia/Ukraine conflict

    Street view is pretty awesome! I'm not surprised "branded" stores exist in places where Tesla officially has no presence, and I haven't heard of Tesla going after too many people claiming to be official dealerships even in Canada. There was a car dealership in Winnipeg claiming to be an...
  35. KBF

    Russia/Ukraine conflict

    That's just misinformation. Tesla has no stores or service centres in Ukraine (or Russia, for that matter). https://www.tesla.com/findus/list
  36. KBF

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

    Your prediction was totally believable until the last 2 sentences... The CEO might apologize publicly (Reuters won't - "he acted independently" at best), but then live out his days on a private island bought for buy his Black Rock/Vanguard masters for his service, and their ninja edits will...
  37. KBF

    Russia/Ukraine conflict

    Or perhaps fear of a simple anti-war demonstration... But yes, fireworks could provide cover for weapons fire if it came to that (at least in the movies!). Makes things tough for law enforcement. I hope 2024 is better than 2023 for all those suffering... What a crazy year...
  38. KBF

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

    Model 2 (or whatever they name it) will be officially announced & start deliveries (by the end of the year), and it will have double+ pre-orders vs Cybertruck within 1 week.
  39. KBF

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

    Spain would make sense to me - lots of solar power, and IIRC France doesn't allow them to export excess electricity to the rest of Europe to protect its own power plant profitability. Use that extra production for a Gigafactory, IMO. Not sure what labour is like there... But France has a...
  40. KBF

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

    Since we're on the topic of capital gains taxes, I just want to point out that it's possible (at least in Canada) to reduce those to almost nil by donating. It's a bit late for 2023. Most of you here probably know, but I've been surprised how many haven't heard about donating shares with...
  41. KBF

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

    https://www.teslarati.com/tesla-vp-responds-us-senator-misinformed-take-autopilot-recall/amp/ I find it encouraging that Patel is speaking publicly for Tesla, and is addressing FUD from politicians. That bodes well for the future of TSLA communications, IMO.
  42. KBF

    Tesla Unionization

    I guess those "excluded" workers now have a higher take-home pay? Or do they still have to pay union dues? (I'm not sure what excluded specifically means...)
  43. KBF

    Tesla Unionization

    It actually doesn't sound that different than my uncle's experience in middle management at Ford Canada. He'd get in trouble with his coworkers/union if he did more work than the others. It's 20 years ago, so I don't remember details precisely, but he would get through his quota of tasks in 4-5...
  44. KBF

    Tesla Unionization

    Thanks for sharing - reading through the comments is interesting, too. There were, of course, one or two saying their experience was different 'on the floor', but this observation caught my eye: "Swedish business likes the situation as it is. For decades, they have had an unholy alliance with...
  45. KBF

    Russia/Ukraine conflict

    I'll respond, since I'm Canadian and have context. In this case, it's sheer politics - the Conservative Party of Canada are voting against every single line in the Liberal Party's spending bill to protest the Liberal government's hypocrisy in removing carbon tax on heating oil (Liberal polls...
  46. KBF

    Tesla Unionization

    Except... Tesla hasn't broken a single Swedish law. There would be a law suit against them if they had. Yes, different customs, but we've seen Japanese auto companies come into America in the past and do just fine, bringing with some some helpful philosophies that Americans actually adopted...
  47. KBF

    Tesla Unionization

    I believe this would be called by the Swedish model a 'sympathy lockout' 🤔 </s> In seriousness, it's not a great way to negotiate/build business, but you're right, it would be a reciprocal action, Tesla is not currently playing the same games that the unions are... Knowing that they could...
  48. KBF

    Russia/Ukraine conflict

    I agree... Seems to involve recency bias/revisionist history... The West seemed unwilling to help out much at first because most/all countries thought Russia would steamroll Ukraine. So we started with overestimating them... When Ukraine held Kiev and pushed back the initial surge, it opened a...
  49. KBF

    Tesla Unionization

    I do appreciate you representing the pro-Swedish-union perspective - even if the position doesn't make much sense to my style of logic, it's helpful for us to understand that you represent a significant portion of a specific culture, and there is precedence/context that is very different than...
  50. KBF

    Cybertruck Event Bingo

    I would have voted for more if you didn't add "this year", which is just over a month remaining... ("2 weeks", on the other hand... 😉)