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Reporting directly to Elon must be extremely difficulty. Especially when you have several hundreds of millions just waiting to be cashed/excercised. Not sure I would have lasted that long in there under those circumstances. Actually I'm pretty sure I wouldn't have.

My 'analysis' definitely has no hopes and dreams. I cannot invest in Spacex so not hoping and dreaming of it (...well... hoping a little). But I certainly do think that just as important as hard facts are, its also important to zoom out and look at overall picture or summary to get a broader...

Nobody imagined that tesla would become the behemoth it is now when we first saw the old roadster. Nobody imagined it adding several billion dollar verticals like stationary storage, solar tiles, FSD, tesla network, etc. Nobody imagined that because we have normal brains that can just think...

My goodness, I can already see the face masks incorporating vomit bags. Lunch anyone?

I think you are looking at this the wrong way. Back in the day, you took the decision based on information you had at the time. Dont forget that even Elon said they were seriously close to failing. I could curse myself for not having purchased the lottery ticket number xxxxxxx after I knew it...

Sure, but numbers are far better. Guard, cling, radio easily becomes lard, king, radio....alexa / telephone operator / siri -type issues.

Unfortunately people still believe every word they read on any newspaper/TV show. So when oil-backed writers(dont want to use the word journalists) get paid to dump on tesla, they do and people believe it. Even very smart people will believe it, simply because not everybody can know everything...

Data is definitely an area that is currently undervalued by many, including me. I've been recently introduced to the real magnitude of power that is data for my own company, and I'm still trying to recover from the shock. Sensors and cameras are gathering mega tonnes of it, and it will be...

Our investing scenarios are very different , but even in my case my wife saw much more clearly than I what should have happened during the low of 2019 (ie invest more), even though she has no idea what Tesla is doing. While I was worried (newbie), she was like buy more, without even giving it...

I can only hope it falls a lot more than it should. Sales season again!

How do people view and react to the ease with which big players move the SP up / down? I find that it really dampens my wish to increase my exposure to this rigged game. And yet many of us here are active with all sorts of financial products being traded, most of the time successfully because...

Don't worry too much about it. The italians will come around to save the day with the Fiat 500e...after they finish down-selling it of course.

The fundamentals of the company are much better than anyone could dream of. So long term this should play out well, but as a newby, these massive swings and almost certainty of big players playing the system, I'm gobsmacked by the ease with which they swindle it. They can literally drive this to...

Nice vocabulary.

My suppliers. They are forced to remain shut. edit: these are my suppliers, not Tesla suppliers. They are in Zejiang province which is attached to shangai. All industry in province on shutdown.

Just received confirmation from suppliers that China plant been forced to remain closed for another week upto Feb 17th.

I agree, the issue though is if this forces ICEs to throw in their towel, will Tesla have accelerated or delayed the advent of sustainable energy? I dont know the answer to this yet, but its actually a crucial question in the grand scheme of things. Is Tesla paving the way for all to join? Or...

Indeed. The important bottle neck is still battery quantities. A little frustrating as we have known this for a long while already, but I wonder if having 20-30% more batteries (cells and packs) atm would translate in the Semi (or any other model in volume) coming out any earlier. They already...

As a long-term investor, I'm not really bothered by the level of institutional vs retail investors. What is way more important imo is management, vision, engineering talent, risk appetite, and execution levels. These are the crucial factors that then determine what is then easily measured as...

Well, if I'm a ICE manufacturer and finally see the light, I will use google software, nvidia's new chip, and bob's my uncle. VW's ID3 for example. Start with the above, and potentially start the process of vertical integration, if I have enough long-term vision.

I just wanted to take a moment to thank Fact Checking for all the incredible amount of information that he/she gives all of us here on several completely diverse topics like finance, IT, logistics, manufacturing and a myriad of other subjects. Not only does he/she know and gather so much...

Oh my oh my oh my. i wouldn't have thrown the kitchen sink at it, but definitely some appliances would have gone. Any other good deal like that flying around?

Google has absolutely no need of building any car whatsoever to get Waymo to be a major player in the market. They simply provide software for all the other car manufacturers who have no intention to build such software. Android. Has more than 50% of all mobiles and tablets market, yet doesn't...

Looks like that is only for US market. Worldwide I expect sedans to outpace trucks by far more than 4-5.

The battery investor day cant come soon enough. In the meantime I will try not to think about it. ...dont think about battery bottle neck ...dont think about battery bottle neck ...dont think about battery bottle neck ...dont think about battery bottle neck

Call a Media Day, once ever couple of years, invite all the main media, car media, tech media. Make it a big thing where people will actually want to attend. Show stats regarding fires, let them understand how incorrect this perception is. Show company growth so they understand the company is...

Thanks Thanks a bunch for the replies and info. Glad that so many people agree with your points. Cheers.

I'm very long on Tesla and will forever be grateful of their contribution to this oil infested society, but a couple of things I read have started creating some dark thoughts: 1. Is it true that for Q3 they have changed the method of calculating delivered vehicles to include vehicles produced...

Hello, seems surprising that power pack news don't have a sticky thread here. 1 GW deal with PGE, virtual power plant in Australia, the existing storage at the wind farm again in Aussie and all the other examples surely deserve a thread? So much benefit and so much expansion in coming years (2x...

I cant find anymore info regarding the school that he created for his kids and his employees' kids. Does anybody have any more info on that?

Its really not nonsense as it the same designers, the same technology and the same factory making them. So probably they will be very similar. If I'm wrong please explain I'll be happy to hear. Getting a pano glass roof and then being forced to but in plastic shades to prevent heat and sun will...

Why would I be kidding? I'm getting my info from that thread of those X owners that are complaining about the ghosting on the long pano roof. I'm not talking about wind issues because that thread is not about wind issues. Its about the ghosting effect, which many owners seem to have. I think its...

The 2 main issues that I see with model 3 are: 1. The long pano glass on model X causes a lot of distortion or ghosting effect, especially at night with others' lights (check out that thread). Tesla seem to be sticking their head in the sand about it. This could become a really huge issue for...

Wow, I think that from now on it will be me begging the wife to go to the mall. Never thought I would say such a thing.

Yes! If you can afford a P100 now, then you'll probably be able to afford a college fund when the time comes.

No matter what type of gov, having EM participate in it can only be a great thing. Even more so on a government that is doing everything wrong. I can only wish that he would do something about ALL govs. If the gov was doing everything well and good, then there would be no or less need/ benefit...

Was a ranger in Dubai recently? I saw 5-6 teslas all at 1 villa which was awesome. Almost felt like I was at one of their stores.

I use Google maps to know where the traffic is and therefore what route to take every single day, a few times each day. It has saved me countless hours of traffic. Its simply so incredibly useful.

20 Model S's in UAE?? That surely calls for a get-together/rally/show-off event of some sort! JBR post-iftar maybe?

One has come up in silicon oasis.

Thanks gg. Its great to see how they well they eliminate (or minimize) any issues the car could have. I hope to see more of these MS around the area then, even though aabar is not an investor anymore.

Wow an 85D right here in Dubai! Congratulations it looks awesome. Have you experienced a reduction in range because of the extreme heat we're in? My understanding is that lithium ion batteries degrade quickly in high temperatures.