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  1. S

    Tesla Annual Shareholder Meeting

    When is the shareholder vote going to happen? I checked my email and the last related proxy vote email is from 2023
  2. S

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

    Wish it was semi truck instead. Unlike in the USA, in Germany there is limited acceptance for apparent selfishly inefficient monster trucks unless things changed there significantly in last 20 years. Which means larger leverage for interested parties to agitate against Tesla. Not many raptors...
  3. S

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

    to maintain I get but to repair ? Colission repair always seemed one order of magnitude more expensive. Wait, is CR where the advertisement $$$ went ?
  4. S

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

    I observe massive data upload only on days that I used FSD
  5. S

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

    My image of you is that you are highly skilled in an area and have good contributions to make, while maybe missing the point in some other areas: Now that compute is not the bottleneck, training data from real world driving is. The more people use it the faster FSD value will rise. Unlike some...
  6. S

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

    That would compete with the leaf. Aggressive price.
  7. S

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

    That is what I thought back in 2017 about the model 3 at half the cost of a model S. I had to test drive it to believe it.
  8. S

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

    2018 (January) Model 3 RWD LR in California here. What's your hardware ? Typical mistakes it makes for me is moving over into right turn lane when planning to go straight. Couldn't try if it would actually turn as there were other cars I couldn't let it cut off. Map showing only one of two...
  9. S

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

    I am puzzled about 12.3.4 - compared to 12.3.3 it is less solid in picking lanes and made more mistakes, but noticed something else - it seems to have more a mind of its own. For example it will not always take the route the navigation displays. Did they turn off some guardrails because of...
  10. S

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

    Just drove to a friends house and despite navigating showing the correct path, it turned into the parallel street and parked itself at the height of the house, but wrong street. After parking and driving and activating again it drove the long U around the block to the correct side and parked...
  11. S

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

    Interesting. For comparison look at real time data and graphs for California at California ISO - Supply, Today's Outlook 5:30pm PST renewable at 67 %? Gas at 17%. Renewables 67.8% (16,140 MW) Natural Gas 17.6% (4,188 MW) Large Hydro 9.8% (2,328 MW) Imports 0.0% (-1,240 MW) Batteries...
  12. S

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

    The bizarre thing is that renewable energy can fix this to the point of there being negative prices for electricity at times in europe. So what are we in the US doing wrong ? By the way California PUC and PG&E keep raising prices and removing incentives for solar adoption at the same time, it...
  13. S

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

    Because level 2 like Tesla FSD supervised is allowed while RT (which doesn't exist yet) doesn't ? I don't think this will prevent RT from happening eventually once it is proven safe enough, just a stop gap law to prevent Wild West like cruise
  14. S

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

    You mean instead of the air channel that vents in case of a thermal runaway event ?
  15. S

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

    If they were stuffing the dealers inventory would go up or doesn't that count in that statistic ? Inventory/sales would only drop if sales go up ?
  16. S

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

    Let's switch up the FUD and look at Carsharing-Anbieter wollen weniger Elektroautos German Mainstream News website reporting that EV are declining in fleet and rideshare adoption 'too complicated and expensive' citing Hertz and "toxic rechargeable batteries" with "limited lifetime" as reason for...
  17. S

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

    Looks like April 23rd is webcast - that's a long time to wait for clarification https://ir.tesla.com/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-first-quarter-2024
  18. S

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

    Probably hypothetically electric vehicle
  19. S

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

    Ok I was very excited about getting v12.3 on my 2018 model 3 rwd, and it does a lot of things better but far from what you describe. Dips are detected now instead of plowed through, it respects the 15mph sign in my residential street instead of barreling down at 25, turns are a bit smoother...
  20. S

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

    It's One anecdotal my contractor told me about his buddy who bought one and complains about it all the time makes me think they sold it too expensive with not enough value and not enough freebees and guidance to excite and turn early ford EV adopters into brand ambassadors like Tesla did. I...
  21. S

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

    I am not worried about them being a threat to Tesla. I am worried about them not being a threat to legacy ICE car makers, who become comfortable doing only hybrids. I hope Tesla gives some friendly advice on how to become profitable.
  22. S

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

    And yet consumers electricity prices at least as far as I know in Germany are high. Here in California they jacked up electricity prices for off peak from 17 cents to 36 cents over the last 5 years with further raises already on the road map. That's one way to make sure consumers don't...
  23. S

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

    I disagree. Sure it makes a big difference if you don't have to think about the next charge, but if there is a supercharger where you shop and dine then that's already a superior experience compared to hanging around at gas stations, also no oil change and smog checks and all the other...
  24. S

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

    So automated windshield wipers in 2 weeks ?
  25. S

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

    So detailed instructions for copycats included. Sounds like professional sabotage work, not environmental nerdery.
  26. S

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

    Attention seeking garden tool is all he is
  27. S

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

    This all makes sense. This doesn't make any sense - drive as fast as you want and take one bathroom break once in your trip is giving you an issue ? You'd be going to the bathroom on arrival anyway while parked.
  28. S

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

    You think Astro turfing doesn't work there?
  29. S

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

    Somebody really wants to move him into the crosshairs. With that I don't mean the original poster on X.
  30. S

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

    Because of misinformation campaigns like his.
  31. S

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

    Which leads us to the question - why the misinformation - a cybertruck marketing campaign? Revenge for the recent bullying? Somebody should community note his posts
  32. S

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

    For me it's most useful on the freeway. If you don't want it to switch lanes into the fast lane then set your speed goal to what's in front of you and set it to chill instead of assertive. I have zero problems controlling it that way from the steering wheel. Then again I am not often wanting to...
  33. S

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

    Looks like it's not only Elon that knows to play 4D chess
  34. S

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

    Consider the possibility that options are the product and farming demand is a profitable endeavor
  35. S

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

    I think they mean Tesla the company as being the machine that innovates and creates new methods and supply chains and factories (machines) that manufacture new products (machines)
  36. S

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

    I disagree about everybody having access to the same facts. I agree on your second statement. Surfacing, Interpretation and projection is what I come here for to help direct my efforts. And building an opinion on who provided useful insights by following their posts over time.
  37. S

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

    It's the fossil agenda speaking. They don't care about having reduced inflation of EV car prices, pulling battery manufacturing into the US or reducing reliance on Middle East actors. Follow the money. They'd rather see the USA crash and burn than let go of their trillions of profits and subsidies
  38. S

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

    The real question is where they will mount the range extending battery on the roadster that gets them to the promised range with current battery technology. Replace passenger seat ?
  39. S

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

    Just checked out the highland m3 which even more importantly than the cool multicolor light strips inside comes with a rear screen for the back passengers, standard. You can play movies and games but also move front right passenger seat forward and backward from the rear screen controls to...
  40. S

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

    Which is why he is only sitting on $45k
  41. S

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

    And then there is a difference in autopilot / self driving capabilities, workflow ease, software updates adding and improving features for free all the time, performance / $ etc
  42. S

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

    But when your powerwalls are depleted how are you going to supercharge them back up
  43. S

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

    and don't get me started on this seat belt fad
  44. S

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

    Maybe specific to your bubble - I would assume early retirees with extra cash from the stock market ? Took me six months to get a decent tech job after 25 years of experience, and took a personal connection to get the attention. The job Market in my industry has significantly changed. Instead...
  45. S

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

    That's the point. Mutual benefits through resource sharing
  46. S

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

    Also Tesla benefits from materials science already done
  47. S

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

    Garage door contractor came over for a fix, mentioned cybertruck, was astonished its $80k instead of 'several 100k'. Is now seriously considering as he plans to replace his truck next year. Told him to get refundable reservation right away for a chance 2024
  48. S

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

    I remember that rollercoaster - seven rings of production hell, buying on the way down not knowing about how close supposedly bankruptcy was. Also convinced that somebody would pick them up if it got to that, knowing how breakthrough model S and X were. First drive mid 2017 in an employees...