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  1. Reciprocity

    POLL: FSD Camera Retrofit Status

    Mobile service replaced every camera with the exception of the backup camera. This was done last week. No FSD Beta update yet. I have a 100 safety score. I hear they are not really letting anyone new in so I would expect to be able to get in when they start allowing a new tier of safety scores.
  2. Reciprocity

    Deposit Account Interest Rates (out Of Main)

    IB pays 1.9% interest on your idle funds in an investment account. Then its ready for when GS dumps the stock to a good entry point. Not an Advice.
  3. Reciprocity

    This Is A Stoopid Question But My Wife Wants Me To Ask It Anyway :(

    Leave her and her damn optima. Prove her wrong. Not an advice.
  4. Reciprocity

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

    Tri-motor is the same as Roadster. Might be required to get an upgrade over current P versions. Could only be used in the P as well and not in SR and LR models. 2.1 0-60 from a P120T?
  5. Reciprocity

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

    People jump right into a Tesla and use autopilot without any training. You can jump into any car anywhere and pretty much drive it, just like riding a bicycle. Now imagine that you just need to supervise? Either way, I think it's a silly discussion, the car can or cannot drive it self. There is...
  6. Reciprocity

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

    This should be easy to explain but Tesla doesn't advertise, nor do I think they should while demand > supply. It's simple really. Your car payment goes up $200/mo but your gas cost goes down $300/mo and your electric bill goes up $100/mo. But you get a sexy AF Tesla model 3 with <5sec 0-60 and...
  7. Reciprocity

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

    Certainly it's FUD that MSM is happy to push. I think Elon should be more careful with his internal emails. Maybe just have managers meet with employees and communicate the need to cut costs and the new procedures. Then again, Elon knows it's going to leak so maybe be wanted it out there.
  8. Reciprocity

    Model 3 paint wearing off

    Either do new model S, post facelift.
  9. Reciprocity

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

    I get your point, but the stock is down because Elon sent an internal email that said the company would run out of money in 10 months after raising $2.7B. Which is an odd thing to say if you intend to deliver 400k cars this year. Seems to have spooked the market. In terms of the crash. Its...
  10. Reciprocity

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

    I disagree, I think Maxwell is already in the semi. Just do the math on wh/kg required and cycle rates required. Either they are using NMC cells which are lower density or they found a way to get 2500+ cycles from higher density NCA cells. The mystery of the they can get 500mi x 2000 cycles (1...
  11. Reciprocity

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

    1. No offense but you have no idea where they are at with fsd today. Anyone who judges it based on hw2/2.5 are making a big mistake. For example, it seems clear to me that Tesla knew the day they signed up with Nvidia that they would replace them, we know this now because the fsd chip was...
  12. Reciprocity

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

    Tesla can't even sell directly in many states in the United States. In Germany they created an EV incentive and measured the model 3s length to exclude cars of that length or longer, protecting all their tiny compliance EVs. You can't buy a Tesla in Michigan for example and can't help have it...
  13. Reciprocity

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

    The Market might have but consumers have not. They will look for options as soon as that gas price starts to bite, which is every time they fill up. They see that thing go from $40 to $50 to $70 a tank, they start to get annoyed and look for alternatives.
  14. Reciprocity

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

    Autonomy without EV is pointless. Remove the driver and fuel and maintenance becomes the next biggest cost. Does Uber or Lyft intend on making electric vehicles? Lyft is partnering with GM to buy $1M cruise automation bolts? Good luck with that. If either of them have to buy autonomous EVs they...
  15. Reciprocity

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

    Jeff Dahn has already shown that cobalt can be removed completely from the current NCA cells that Tesla uses. The DBE is just using more stable materials so that might in turn make some of the technologies more easy to implement. The material is much more stable because its more controlled...
  16. Reciprocity

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

    No offense to your friend, but Maxwell is not a new battery chemistry, it's a new process for creating an material used in a current battery chemistry. It's evolutionary not revolutionary. Maxwell isn't even a battery company, they see a capacitor company. A leader in capacitors, but none the...
  17. Reciprocity

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

    Agreed. Every battery improvement to date comes with trade offs. You can sacrifice charge rates for density or cycle life or any combo. You usually must give up something to get something. That extends to manufacturability as well, goodenough already invented the nearly perfect solid state...
  18. Reciprocity

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

    Lidar is super useful. But it doesnt stop you having to solve Vision 100%. So it becomes less and less valuable as your Vision stack improves. Its still very useful, just not $7500 per sensor useful. Is it $750 per sensor useful or $75? I am sure Model S circa 2025 will have some $25 Lidar...
  19. Reciprocity

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

    Tesla happens to be the only company that is willing to try new tech and is actively expanding battery supply. Most OEMs want someone else to make batteries for them and they are happy to wait until they are cheap enough. The current battery companies are like.. this is the battery we make, buy...
  20. Reciprocity

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

    Its the same mission as long as the Autonomous transport is EVs. Tesla is just making sure that all Autonomous cars are not running on gas/diesel.
  21. Reciprocity

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

    Short answer. Yes. Longer answer, you need FSD computer. HW2/2.5 are maxed out and cannot run the larger NN required to understand potholes and cyclists. Right now it can identify a cyclist but just treats it like a small car that it will not hit or pass sometimes. This is why the FSD...
  22. Reciprocity

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

    How do you know what it does and does not recognize in shadow mode? Green has shown that it does see traffic lights today. So before we get to use the features, it runs in shadow mode. Also there are mounts of examples where the car would have done something differently then the human, this...
  23. Reciprocity

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

    I use AP in the city all the time. There are two kinds of disengagements in this case as well. There are AP disengagements and there to shadow mode which drivers in the background and anytime a human does something different then what the fsd computer would do, it can be logged and reviewed...
  24. Reciprocity

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

    People forget, the mobileye in Tesla's on AP1 are highly leveraged using Tesla code. Meaning off the shelf mobileye won't do what AP1 does today and AP1 keeps improving as well. But yes, Tesla did need to completely replace the core functionally of Mobileye which is the vision recognition...
  25. Reciprocity

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

    LoL, there is zero chance to oppose a tax in Illinois. Even when the Governor was a republican billionaire, they forced him into raising taxes. Taxes only go one direction here in IL, up. Good luck, I'm getting the f out ASAP.
  26. Reciprocity

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

    I can't wait to leave this corrupt shitty state. If only I could sell me house, which I can't because of the punitive property taxes. BTW, I pay more I'm local taxes then federal mostly due to high property taxes. Moving to Texas will save me $20k/year.
  27. Reciprocity

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

    That is one interpretation. Another is that Tesla wants to become Daimler to lead by example and force a change by attacking highest margins down. For example, they are going after high margin luxury cars which is forcing Daimler, Audi and BMW to counter. With S3XY, this basically covers 90%...
  28. Reciprocity

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

    Right click the link and say.. Open incognito mode. Im blocked as well.
  29. Reciprocity

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

    @neroden you are the new $TSLAQ poster boy: Polixenes on Twitter It appears they troll this forum and cherry pick content to post on twitter now.
  30. Reciprocity

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

    Very informative, love your posts in general. But I think people are only seeing one side of the equation. Tesla is concerned with 2 kinds of accidents, Tesla drivers fault and no fault. Also concerned with vandalism and theft (sentry mode). When insurance gets involved, who do they pay? Body...
  31. Reciprocity

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

    So you think Elon wants Google or Apple to come in and gobble up all the shares not owned be Elon? Maybe enough to have seats on the board? Again, the idea that Tesla is for sale is silly. Elon is the poison pill. They won't do it without being asked in by Elon because Elon will leave and they...
  32. Reciprocity

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

    I think you might be a bit over optimistic on terms of how much data they can leverage, but certainly they have a data advantage much like Google ads, which are the best in terms of the ability to accurate target potential customers. One low key thing people are missing. Today when a Tesla is...
  33. Reciprocity

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

    LoL, bleederscab is back. Let's just say you're right. And let's say mobileye which started 15 years before Tesla does have some slight lead in all those areas. Which I doubt. The reason being that AP1 is still the best implementation of anything mobileye has ever been part of and Tesla still...
  34. Reciprocity

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

    It's too bad that the real world doesn't work that way. Elon wants to maintain control so if Google started buying up huge amounts of stock it would actually be seen as hostile. Elon isn't going to allow dilution of his position.
  35. Reciprocity

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

    Tesla isn't for sale and Tesla doesn't need Google, Google needs Tesla. For software and hardware and cars and batteries. What does Tesla need from Google? Cash? They can get so much as they want or are willing to go get.
  36. Reciprocity

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

    Google already has a system. You use it every day when you check the box that says.. I am not a robot. You then tag pictures of buses, fire hydrants, storefronts and cross walks. Your google car will never run into a fire hydrant or a store front, I can assure of that. I cannot vouch for...
  37. Reciprocity

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

    1) Yes, but what's missing for this analysis is that not every car will earn the max Zev credits. Most EVs sold today in China are tiny city cars and do not qualify for any Zev credits. I am not 100% on the exact numbers but the range must be over 100km to earn any and to earn max, you need to...
  38. Reciprocity

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

    Ever heard of China and Europe and Brexit?
  39. Reciprocity

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

    Stepping on the throat of the eturd, ipace, eqc and taycant before they can even get their legs under them. Tesla quoted as saying: all your compliances are belong to us!
  40. Reciprocity

    Tesla's 85 kWh rating needs an asterisk (up to 81 kWh, with up to ~77 kWh usable)

    Are you'all still debating this because the competition is still trying to catch up to the 85's like 5 years later?
  41. Reciprocity

    Skabooshka's Model 3 Production Numbers

    Please report that campaign. Someone could have been hurt and that campaign is to raise money to justify the wreckless behavior.
  42. Reciprocity

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

    I never said I was good at telling jokes. But for the record, I don't think it's Justin's fault his countries currency is so weak vs the US dollar.. it's murica's! Fault for being so damn strong.
  43. Reciprocity

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

    Be honest, how long have to been waiting for a chance to use those jokes?
  44. Reciprocity

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

    It's called a joke. Try it sometime.
  45. Reciprocity

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

    They were not going to go 90% of they way there and not finish the job. All the savings is from the new format and the fact it's made at scale at GF1 they won't go 90% of the way to that savings and stop. Elon said something that parked my interested he said cells for China would initially come...
  46. Reciprocity

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

    Blame Trudeau. If the Canadian dollar wasn't so bad, Tesla would qualify. In 2009ish the Canadian dollar was worth more than the US dollar.
  47. Reciprocity

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

    Time to add jump seats to the model 3. Model S dominates those models in the US but not in Germany or China. I agree that improvements can be made to gain an edge in those locations and range is one of them and luxury is another, specifically the rear seating where many are driven as a limo...
  48. Reciprocity

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

    Tesla also defines American muscle now as well.