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I have no idea if it is good idea to move the incorporation to Texas but if Elon had put anyplace (eg, Hawaii, Albania, Mars) in this question it would have gotten more than 50% yes. You know, 'for the lols'. Should he not be asking shareholders and not the general public? Again moving to...

Since the number of posts has quieted....:rolleyes: The biggest thing I loved about the reveal was the V2H (vehicle to home) or V2V (vehicle to vehicle) capability. Finally! This will allow every Tesla home to be much more resilient. Not sure how appreciated this V2H or V2G(rid) will be as...

After trading hours notes from a 'Go Electric Event' held on the weekend (3rd year running) A local group I belong to hosted a 'Go Electric' event this weekend. While EVs were a focus we also had select manufacturers representing e-bikes, roof-top solar with backup power, battery construction...

After hours question. (...perhaps there is another thread but I only read this one...) Anyone care to opine on why "The Cybertruck is a hard car to make because it's such a radically new design you can't just use conventional methods of manufacturing"? I guess I have not understood the...

Yep 100% true. In the case I know about it was all spelled out clearly (although the Tesla reps had no idea about why there was no buy out). I just don't like the policy if it costs sales of non-production limited models (which I think the S and X are these days?).

Yep I think this is about right but it is costing them sales and in particular I'm not sure that S and X are destined for the robotaxi fleet. 'Robo-premium' going to be a thing? Having said that the Tesla folks should be able to articulate that this is the reason for the Tesla policy. Not "I...

Hey. Does anyone know why Tesla (in Canada at least) does not offer leases with buyouts? Seems nuts. Everyone else does. I have a very good friend who is looking to trade in their 2013 S for a full on Plaid but wants a 'proper' lease (one with a buyout). No one at Tesla seems to be able to...

Obvious joke is that the Boring company and Spacex have been joined.

Lots of back and forth here about pricing and strategy new models etc. I think Tesla has been very clear about it. 4 pillars: 1. They will continue to move prices up or down to ensure factories are running at peak but wait times are reasonable. 2. They will aggressively expand production...

Musings on 2 EV show weekends. I have spent the last 2 weekends pushing some EV goodness at two different events in southern Ontario. Here are some observations. Background: Each event was organized by a local group of enthusiasts who come from a sustainability/get off fossil fuels...

A few technical wows in the cell phone to satellite announcement. Will have to do the math on the received power at a satellite 500km up from a cell phone, but will be so tiny. And the transmitter needs to continuously adjust the frequency of the phased array (which is fancy way to do beam...

Thanks!! I figured there was some spot. Only issue now is that takes me to he first message in the thread not my the oldest unread message. I would only be bookmarking threads I intend to return to therefore would want to see the oldest unread message.

I downloaded the app with excitement and will mention 2 items that I have not figured out. 1. When visiting TMC via a browser whenever I visit the thread that I go to a lot it takes me to the first unread message. Wildly hand feature. The app does not appear to do this. I always go to the...

The Oil Drum got me into Tesla in 2006. One if its alumnus, Chris Nelder, has by far and away the best podcast on the energy transition. Every podcast is deep dive, so not for everyone. The podcast is the 'Energy Transition Show'. There is an annual fee.

Would really have liked to have more of an introduction about who the hosts were (other than their names) and what they would be bringing to the podcast. I have been on TMC forever but don't really know a lot of other users except by their usernames. There are tons of knowledgeable folks on...

I like reading about folks here who think that Tesla's brand is immune to how the wider population perceives Elon. I suspect that it is true that the majority of people don't engage in the noise of social media. But I worry. I personally find I have to more and more couch my (endless) Tesla...

He does get excited. Just for reference I do believe his 'top' is actually the bottom. The copper ring is not the cathode but the pressure release. The cathode is the button on the other end - that is where there will be one electrical connection. Cool to see none-the-less.

Cool. Strong statement. Just would like clarification on which God you are referring to. I'm guessing Vishnu but perhaps Odin. Zeus? Mods can delete this off-topic snarky comment....but really...

Well everyone has that right. They do not have a right to a response or if they do get a response the right to get a response they are happy with.

I think him 'having' to drive a program has more to do with him being able to command whatever resources (people or $) he wants more than him personally solving all the issues.

Elon talks tech and engineering - love it. Elon wades into politics - eeesh. However, It is part of the 'Elon' package. I had the 'pleasure' of being caught in this crazy convoy today taking my S in for a repair. Ian Bremmer had the best response.

There is a question on 'say' for the q4 conference call about a stock split. I agree with Rob Mauer, this is embarrassing. Short-termism at its worse. Frankly I hope it does not get asked. Let's ask questions about how the company is doing not 'how can I get a short term financial dopamine...

Curious about Kato Road. From battery day I believe it is supposed to be a 10GWh facility one year from battery day (so Sept 2021). Assume that was late, only ran at 25% of capacity and only for half a year that leaves 1.25GWh of cells produced from that facility so far. That is 12,500 100kWh...

No issue with the original poster but do we actually know this is true or is this just conjecture? I say it myself once in a while but as far as I know there is very little hard evidence of this. Are we making the argument that legacy margins are ~10% and since batteries are currently more...

Perhaps me? But to be more slightly on topic. Question for the collected wisdom: One of the rare areas that Tesla has disappointed is not allowing my Model S to be a backup to my home. I have long wondered why they have not done this. It looks like the F150 lightening (with the added...

I got here because of Doug_G! Stayed for the content. Doug was so early and such a good ambassador.

Marques Brownlee's Review of the Rivian R1T tl;dw. Really likes it. Lots of neat-o little features that will appeal. Lots of Tesla Cues inside. This is only going to be good for the whole EV world and hence Tesla. Let's see if they can make them. Hope they can.

I really miss creep mode. It is super useful when parking in a tight garage. I hope they bring it back.

So its been a week with the new Model S long range... Much to love about the car and man how they have come a long way since my 2012 Model S. The yoke has a learning curve to to say the least. Can't think of a way it is an improvement. Bit of a party trick but it's fine. They probably will...

The EV society up here in Canada has done a good job of hosting pertinent seminars on all things EV. Last night's was titled 'Have EVs reached a Global inflection point?'. It was present by Corey Cantor of BloombergNEF. Worth a watch. I found his estimations to be too much conservative -...

Well Toronto came through. Everything not bolted down is sold. They managed to push out a bunch of S's including this one: The yoke? Hmmmmmm.

Well they are in jeopardy of missing Toronto deliveries. My delivery event (many cars) has been pushed out twice and they are now hoping for Wednesday. Officially it is 'transportation delays'. I am running an EV event this weekend and the new S was supposed to be the star of the show...

I have no opinion on Car and Driver but in the North East you should have your brakes looked at for ANY car every so often. I did not on my 2012 model S and is cost me a complete new set of everything in 2017 - even though the rotors has 60% life left. Specifically due to my car, I was told...

Given that the readership on this forum mostly likely skews to the wealthier half of the population we tend to hyperventilate over the S and X and the performance of the cars. Tesla's mission however must ultimately be about he lower cost variants in the European and Asian markets. These 2...

For the latest Canadian EV society webinar the guest was none other than Sandy Munro. Interesting talk. Not really about solid state batteries as the title indicates. He had some interesting opinions on self driving technology. Unfortunately the organizers lost the Q&A session at the end...

Seems to me they just moved that temporary building to be near the initial services plant. I took it more as a signal that they want to develop that land now.

Agreed. Other impressive items: motor tech, reduced cold weather range loss, sound system. As for the presentation, I dislike the formulaic slow-pan videos and enjoy the awkward stuttering Elon. Seems so much more authentic to me. Don't feel I am being sold. For years I have looked at what...

Well we got ourselves into an expectation frenzy. Nothing new but doesn't take away from the amazing car this is. One of the most abused marketing phrases in the automotive world is 'all new'. This is pretty all new except ironically most of the exterior. New motor, new pack, new chassis...

In case anyone was curious...I was...I now better understand why Elon joined the board of Endeavor (who's major property is MMA). I read a profile this weekend of Ari Emanuel who is the CEO. He is the brother of Rahm who the former Mayor of Chicago and was chief of staff to Obama. Anyway...

Agree, he got hit while in Boca Chica filming Spacex and it took 79 days to repair his car...which needed further repair. Sadly for me my 2012 Model S Sig A-type pack died today (240,000km). It was the BMS that went - the batteries themselves are still great. $19,000CAD to replace it. After...

I can confirm this is true for my new model S. Email today from Tesla confirmed best case is June (for Toronto). Non-plaid.

If anyone wants a full primer on hydrogen across all its potential uses listen to the Energy Transition Show podcast episodes 142 and 143 (3 hrs on hydrogen). Highly recommended but there is a subscription fee for the full episodes. Best energy transition podcast you will find but it can be...

Have to agree with this sentiment. I have been listening to the Energy Gang for years and I would put Jigar in the neutral to positive on Tesla. He is very focused on policy that yields measurable results and like any entrepreneur is keen on action and less 'Jaw-jaw'. He hates big utilities...

After today's near death 'Curt Renz' experience I thought I might mention that, like most forms, there are a lot of lurkers here. I am sure within the lurkers (and frequent posters for that matter) everyone has their own interests broadly under the term 'investor'. As a long term TSLA holder I...

My bear concerns (in order of highest concern to lowest): - FDS hits a new local max - it is amazing but they just cannot quite get far enough along the march of nines with the current hardware/software that people will 1) opt for it or 2) regulators will allow it. - Similarly, they achieve...

That pie chart is Ontario's installed capacity. The natural gas plants are all peakers and don't run very often at all. Very low capacity factor in the parlance. Ontario runs about 95% annual clean electricity. Very good place to run EVs. If only the provincial government thought so....

I will be finally swapping out my 2012 Model S for the new long range (Plaid is terrifying - should need advanced driving lessons to own that beast). Styling is subjective but I think my 2012 has aged really well. Anyway I think a Cd of .208 really limits all those 'edgy' features some wanted...

Good morning , I agree with this but I just want to point out that the 20% overbuild the report talks about is ON TOP of the overbuild to get to 100% electrical replacement. I other words you significantly overbuild to deal with no wind and no sun then you build 20% on to of that. The point...

Probably a few fans of Tony Seba around these parts. Anyway his think tank has a new report out you can download here: Energy Report — RethinkX. Free PDF download. If you are interested in the energy side of Tesla's business he has some very compelling scenarios. I highly recommend the...

I think the technology path outlined at battery day has a good chance to measurably change the arc of humanity. That fulfills 'very insane' in my books.