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I did my US medical residency with a guy from Iceland (Petur) and a guy from England (Gareth). Total of 24 trainees - we all joked that we could understand Petur’s English perfectly, but Gareth was a challenge at times. My Icelandic acquaintances in the US all have relatively minimal accents.

Using vision only.

Robinhood changed its TSLA volatility rating from “high” to “low,” and decreased its margin maintenance requirement from 35% to 25% this morning.

I am not contradicting you; I have been puzzling over this and offer these naive possibilities. Eager to hear corrections. KarenRei recently stated that the deal is good for both sides. I completely agree. Both sides are too sophisticated for any other conclusion. So what are a few of the things...

If current Fremont production is bottlenecked by portions of the assembly line, it is possible that those portions of the line will be repurposed to GF-3, with new machines from Grohmann being installed at Fremont. This would facilitate rising production numbers at Fremont, and would comport...

Guillen’s email to employees today also indicated that installation of the manufacturing line is underway at GF-3. “According to Guillen’s email, many parts of the assembly line in China are already in place. “The Stamping, Body, Paint, and General Assembly lines in China are well underway and...

From carsonight today regarding timeframe for Panasonic GF1 to change cell chemistry from storage to cars: “From the Panasonic side I know that they use the same 2170 cell (for storage) as the automobiles, but with a different chemistry that can be switched back-and-forth between vehicle and...

Update from Carsonight regarding battery pack production as of July 4: “this may well be a scoop: GF1 is now fully operational using the Grohmann machines, so the battery pack machines being utilized before are superfluous. These are now being sent to China in order to get the Tesla China...

Europe logistics: We (TMC) have seen Elon’s aircraft in Europe in recent weeks (twice?). We (TMC) had wondered if it might be GF 4 related. However with the departure of the head of European operations (Oehmicke), is it possible that there were European logistics issues that necessitated Elon’s...

Editorial opinion is added to authors’ work without attribution. During the 2016 presidential campaign, a NYT article was published online with a somewhat neutral stance on Bernie Sanders. Subsequent to initial online publication, the editors changed the title and content, making the piece...

I am reading Neal Stephenson’s (the best-selling author) latest novel (Fall; or Dodge in Hell), and one of the protagonists drives a Tesla, which is mentioned by name two or three times. An example of another way in which Tesla is gaining cultural traction. BTW, Neal Stephenson worked at Blue...

I was an EMT in college 25 years ago. We all carried a device like this one - the size of a ball point pen, spring loaded. It shatters a side window with ease. Window Punch with Pocket Clip | Med Lab Supply

Perhaps DMV.org could fill this role. The home page has tabs for each of these content areas you list. This website was founded by a guy who drives a Model S and invested in Tesla very early on. I had been unaware of the site until I met the founder over breakfast. Every millennial I have asked...

Baillie Gifford Increases Stake in Tesla (TSLA) • r/teslainvestorsclub Baillie Gifford increases TSLA holdings from 12.78 million shares to 13.17 million shares (up 3.1% in Q2).

The Zoox Board just fired co-founder Tim Kentley-Klay. No reason given at this time.

Not responding to MikeC, just a general response to the subject matter and reactions I read on AppleInsider: He isn’t saying that there is an intrinsic problem with the popularity of the iPhoneX. He’s saying that the degree of popularity is bringing forward demand, leaving a potential gap in...

I realize that you are likely comparing autonomous taxis with mass transit when you state that autonomy “can be incredibly expensive.” Although there are likely sources claiming autonomy is more expensive than personal ownership, here are two sources who claim that autonomy is cheaper. These...

Why would Elon give an interview to the NYT now? If he were down in the dumps, it seems unlikely that he would turn to the NYT as a shoulder to cry on. I believe Elon when he emphasizes the pain endured this year. I also believe that he is being genuine with the NYT, but I doubt that the purpose...

Is SpaceX the lynchpin in taking Tesla private? 1. Most of us agree that Mars colonization is Elon's long game. 2. SpaceX launch revenues alone are unlikely to be sufficient. Additional funding sources include Starlink, Earth-to-Earth BFR, and Musk's Tesla compensation. 3. If Elon views meeting...

I have more than doubled my TSLA position this week.

It is possible that a component of the technology necessary to facilitate the 500+ mile range or adequate charging rate is not yet sufficiently mature to release a working prototype to customers for extensive evaluation (and potential bad press). It is also possible that Tesla does not want to...

Trying to be humorously pedantic: FTFY: LTS (Large Testis Strategy) Testicle literally means “little testis.” The “-icle“ suffix indicates “diminutive.” Kind of insulting. Sort of means “mouse nuts” and should therefore be eschewed by Tesla Bulls. More accurate designations: One nut = testis Two...

Perspective on cost and process for direct to customer delivery: I purchased a (non-Tesla) vehicle and had it transported 1,200 miles from a dealership in Chesterfield, MO to my place of employment in Lebanon, NH. Mine was the only vehicle in the truck. Total cost = $900. The delivery day was...

“genuine opposing views” is not enough for me. I have no doubt that Montana genuinely doesn’t like Tesla. I also believe that most of the detractors on TMC also genuinely view Tesla as a net negative. My problem with most of them is that they are not contributing information or insight, nor are...

Representative Peter Welch (Vermont) is cosponsor of the House bill to remove the 200k cap on the EV tax credit. Someone on Twitter posted a link to a Teslarati article Tesla buyers eye new EV bill that extends $7500 tax credit and removes 200k cap with a link to Alex Guberman (E for Electric)...

Savage Cave Diver Tells Elon Musk To "Stick His Submarine Where It Hurts" A headline from Pedestrian TV (a platform targeting young Aussies) with a different slant than most others. Still not accurate in referring to Unsworth as a diver. And “savage” may be a little over the top. Savage Cave...

This Business Insider piece, though woefully short on details of the alleged sewerage incident, did report Tesla’s perspective. The article also notes that Tesla attributes previous unrelated allegations to an organization supporting the Union. There is enough counterbalancing information that...

The author’s email is at the end of the article. I sent her the following: Sara, Could you give any depth to the described situation? Is Red Bull one of the free snacks that are always available to Tesla workers, or only for last week of June? Was anyone asked to drink Red Bull? What are the...

Pipperger is active on Twitter today looking for some engagement regarding Tesla and SpaceX. Wolfgang Pipperger on Twitter

Pipperger has a poll on his Twitter feed: should shorts be concerned about Musk’s warning, or should they throw a pie in the face of longs. Over 80% have chosen pie.

Very helpful context. This would explain Skeptic’s frequent comparison of TSLA to ENE. Perhaps finding the next ENE ‘in medias res’ is a professional goal. He zeroed in on TSLA too quickly and is now stuck in an iterative maelstrom, unable to swim free. Again, thank you for the context. In my...

I agree with your assessment. Based upon his SA and Twitter activities, I could make two possible inferences regarding his unsubstantiated conclusions. I could force myself to think the best of him, and imagine that he was limited by intelligence. Or I could think the worst of him and conclude...

I listened to the entire interview. It gave me more insight than did his articles and Twitter posts, in which I could imagine that Skeptic might be of average to below average intelligence, with a political bias. However, after listening to his verbal skills and his guiding the interviewer for...

Montana Skeptic, with his authoritative background in corporate law, cautions that Musk “is a brilliant scientist even though he has maybe a ‘physics for poets’ understanding of physics.” I suppose the success of SpaceX has a poetic element.

The significance of this study is to be able to negate FUD re: health effects of BEVs. Some patients with cardiac rhythm problems have implanted devices to monitor and control heart rate. These devices are susceptible to interference from electromagnetic field variation (EMI). Changing electric...

Tesla’s Computer Vision Master Plan – Trent Eady – Medium This is a good (but not brief) review of Tesla’s use of passive vision (over Lidar) for autonomy. Trent gives context for Tesla’s effort to design its own microprocessor: “...Also of importance is the Google researchers’ finding that...

This is the most helpful resource I have come across for understanding the automotive workforce in Fremont. It does not address the Tesla era (only the GM/Toyota period, and most of those interviewed have retired), but it is invaluable in understanding how the American employee and union culture...

No way to know if this is the perp or an innocent bystander with an unfortunate name... The YouTubers “Now You Know” uncovered this image a while back. I have no idea if this is the GS hired gun. david tamberrino wedding - Google Search:

Or one recall for the price of two.

Some of us are buying enthusiastically. I set tranches at $5 intervals starting from $321, and have limit buys all the way down to $250. I have also given both of my sons $ today to buy additional shares.

International Professor - I don’t think this is OT at all. Understanding where autonomy may go in the future for Tesla vis a vis the current trends among other players (manufacturers, regulators) is helpful in putting our TSLA investment in context. For me, this “context” is the most valuable...

Peter Thiel was interviewed at The Economic Club of New York on March 15. He said two things regarding investing that are of particular relevance for TMC: First - the interviewer said “You mentioned a moment ago Elon Musk. I’d like to get your take on space travel.” Thiel began his reply by...

This! I agree with Avoigt, and strongly disagree with recent posts equating Tesla’s Panasonic relationship with VW’s relationship to its newly contracted battery suppliers. Battery tech is a core competency for Tesla (it is NOT so for VW). Tesla has focused on battery manufacture, battery...

http://m.scmp.com/tech/china-tech/article/2135759/baidu-drops-lawsuit-against-driverless-car-start-jingchi-after?amp=1&__twitter_impression=true Consolidation in the autonomous vehicle space in China Similar to the Waymo-Uber controversy, Baidu’s head of its driverless car division left and...

CES 2018: Phantom Auto Demonstrates First Remote-Controlled Car on Public Roads Remote human drivers, used to intervene on an ‘as needed’ basis, could enable earlier adoption of Level IV autonomy. This service could be developed in-house by autonomous fleets, or it could be contracted to a...

Hong Kong Just Made Buying a Tesla Cheaper • r/teslamotors From Bloomberg Technology: “Hong Kong just made buying an electric car cheaper, unveiling a tax benefit that’s set to boost demand for Teslas and other green vehicles from makers such as BMW. Electric-vehicle buyers who trade in an...

I like your idea. For robust adoption of the Tesla Network, owners will want to feel confident that their vehicle will be charged and clean whenever it is returned to them. A Tesla Hub facility may be easiest way to accomplish this service for individually-owned vehicles and for Tesla-owned...

This CNN article is referring to the Google and GM/Cruise-type bespoke vehicles with Lidar, etc, but it’s use of the term “fully autonomous vehicles” might suggest to the uninitiated that buying a vehicle with “autonomous” capabilities (e.g. Tesla) would be one giant maintenance headache. I...

On this thread we often assess Tesla's relative competitive advantage in relationship to legacy auto. Reciprocity raises a helpful insight for me regarding a competitive advantage in how Tesla operationalizes it's flagship. As Reciprocity points out, legacy auto typically introduces its newest...

I agree with the implication that there is a reason. Possible categories (not equal in likelihood) include: 1. There is a secondary time-dependent decision (e.g. a potential CEO replacement for Elon needs to decide between Tesla and another opportunity). 2. PR - a desire to avoid contentious...