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Indeed. And when you are finally done and implemented all the edge cases you could imagine, you'll come across a stubborn woman in a wheelchair chasing a duck in the middle of the road. :D Google's self-driving car avoids hitting woman chasing a bird – video

Meh ... get out of my head and leave my thoughts alone! That was exactly what i was thinking earlier this week, when i closed my position and bought back most of it this morning. :-D I like the look of the Model Y btw. Imho, it's better looking than the 3. I think that is the case, if you...

It's better not to do that and assume the 550k is rounded or a number from some weeks ago. According to InsideEVs Tesla already was at something like 530k at the end of 2018.

No. I said it's not necessary to build a Model 3 like car, to prove that you can build compelling cars. That's a drive-train independent statement. I also said, that others have started to prepare for the production of compelling EVs, but are not there yet. One might suppose this is partially...

No need to construct a contradiction in my arguments. In that case there is none. You know other cars still exist and sell for a profit. Even cars that are un-like a Model 3.

See, that could all be true, but i'm not sure if it is. I'm not aware of any chips Tesla currently produces, so they've got to buy their hardware from the same industry suppliers. With that comes firmware, which Tesla can update via OTA and others can not or don't want to do. With that also...

Right now and in that quantity? No. At least not, if you include the EV part. Building compelling EVs simply wasn't economic, necessary or a priority for them. That changed slowly over the last 2 or 3 years and we should see more results of that change over the next few years. I'm willing to...

You are deflecting. You just had to make it sound, as if in 2008 ICE carmakers had promised EV heaven and something that would be competitive to todays Model 3 regarding price and volume to have a strawman. Probably you were simply hoping nobody would ask about it. When i did you immediatly had...

Imho, production constraints are a completely normal thing when it comes to ... uh ... production. That's for example why Tesla is limited to a certain number of cars produced until that china plant is up and running. I'd be interested in your logic, how Tesla seems to have no problem to build...

That's a combination of conjecture, wishful thinking and misrepresentation on your part: We are living in 2018. Please show me the promises made in 2008 by the traditional automobile industry regarding affordable, long range, mass produced EVs, that would be available today.

The answer depends on what kind of criteria you apply to define leadership. I'd probably point to willingness, a different judgement of the market, economic situation and customer base and not to a lack of capabilities.

Please read past the first paragraph, where the only points made to strengthen that argument refer to the deployment of vehicles and how they cannot generate revenue from digital services, when people are lacking reliable connectivity while driving. If you disagree and should be of the opinion...

You seem to imply, that everbody not building a Model 3 like car today, is not able to build cars, since the Model 3 is the one to compare everything against. To seriously answer your question, i would have to share that assumption, which is something i do not do.

I did. It said that infrastructure in germany is lacking, but would be required for self-driving cars and other stuff. It's talking about deploying cars in the field, not R&D. Now please enlighten me, how gora321 made a valid point with his remark that Tesla is not located in Detroit but Silicon...

Most of Teslas R&D is located in Fremont or Palo Alto which belong to the San Franciso bay area. That is in California. The region is also called Silicon Valley, because they know how to build software and high tech stuff there. It's about 20 miles away from the VW Electronics Research Lab which...

I'm sorry, but that plan may have a flaw. Some of us mostly covered and took profits this morning. Imho, the decline during the last weeks was a bit too fast. Tiny me is hoping for an interim recovery, while we are approaching the Q3 numbers or shortly after them, depending on how the numbers...

Sorry, but enough is enough. The SEC seems to have a problem with Elon tweeting 'Funding secured', when he didn't have it secured at the time. He may have had 'verbal approvement' by the Saudies for .... well ... what price and stake did they agree on and how was the structure of the private...

I'd suppose thats simply because some shorts cover when the stock rises again? Not all of us are betting on a bankruptcy and are convinced something bad must happen any day now. I have repeatedly sold most of my position somewhere below 300 to buy it back at higher prices. I just make sure i...

So much for the "Tesla doesn't have to advertise" myth. Another bullish talking point gone.

Ok. Somehow it seems, as if you just make that stuff up as you go. Next you'll probably want to tell me, that LG Chems plant isn't really producing cells and the new hungarian plants will only be for pack assembly and / or never build, because of ... reasons. It has been entertaining to talk...

Apart from the bigger batteries of BYD e6 (80 kwh), BYD e5 (48 kwh), BYD Song (48/62 kwh), BYD Qin (48 kwh), Geely Emgrand (45 kwh) and some others, the fact that there doesn't seem to be something called a BYD Yan and that we are talking about 125k and not 140k worldwide sales (ex Tesla) you...

I think that claim is dubious. According to EV Sales 145.000 Plugins were sold in July. Substract ~20.000 Teslas and you are left with 20 GWh of batteries for the other 125.000 Plugins. That seems to little, even if you discount the average pack size for Hybrids and leave out busses and trucks...

That would put current production in the range of something like 25 GWh, which simply can't be true. Overall consumption (including storage and devices) in 2018 is estimated to be around 150 GWh. Tesla alone will probably consume cells with a yearly rate of more than 20 GWh in 2018. I also...

Yes, let's see ... That's good news. Those 27 Models by 2022 don't even include the first 2 Audis and the Taycan. Assuming only 40k-50k per model per year that should get them to a million cars per year, which seems to be a decent start. The bad news is, that they are aiming for only 150k EVs...

Tesla reportedly raises registered capital to $680 million for Gigafactory 3 in China, still a lot more to go Hm ... what did i miss?

Sure! I would never dare to suggest, that a prediction that's off by a factor of only 2 or so on the timeframe is incorrect. The Ford graph is correct too btw. One could easily argue, it can't be incorrect, since it's basically not saying anything and thus does not contain a single untruth ... ;-)

Well graphs ARE important. You can use them to raise money and impress people. Sometimes that's all you need to buy you the time you need to get where you want.

Accoring to current twitter gossip he quit after only 5 weeks and did so on tuesday already. The 8-k was filed today.

Apparently the Tesla CAO quit ... TeslaCharts on Twitter

Imho, the question is not, whether it's legal to smoke weed in whatever jurisdiction he is, when he is doing so. It might also be not very important, if potential buyers of Tesla products are fine with that or not, since those are not the majority of shareholders. And last but not least, it...

How so? The question was about 50.000 cars. Assuming 60 kwh for a compact car like the I.D. that's a lousy 3 GWh? Their plant in Poland will start production this year and they trippled planned capacity during the last year. According to the last numbers i read, LG Chem currently raised their...

2020 - VW I.D.

Because i made a not-that-good joke about it? I don't think so. I don't doubt that first part. I also don't doubt that they'll do better next year. I have doubts regarding the level of growth they can maintain over the next 3-5 years, especially since that new production plant seems to move...

That statement must have been made in the pre-tent era of the Tesla story, back when the alien dreadnought still was a thing. Good old times ... :(

How much would your transaction costs be, if you would buy for example 5 times for 2000 € each (to average down) and sell it with 2 or 3 transactions? With my current broker, which is a bit more expensive than some others, i'd have roughly 20 € in overall transaction costs over here in Germany...

How so? There have been hundreds of articles across all major media outlets, when he was arrested more than 2 month ago. Maybe there is no big media conspiracy and you are simply a bit uninformed, when it comes to things that are not directly related to Tesla?

The current downward movement is a bit fast by the way, even for my taste and given that there have been no additional bad news. At least none that i'd know of. Gut-feeling says i should prepare to take some profits soon, so i've set a trailing stop for a quarter of my position. Somehow the...

He had them at $195 until the going private tweet occured. After that they guessed that there is a 50% chance for the deal to happen and added half of the $200+ upside as weighted price target arriving at $305. Since then they have re-evaluated the chance for the deal to happen (it won't in...

No, i think it's clear and i understood what you wanted to say. I think that's what i was wondering about in my last post. Imho, this would assume that almost all current investors would want to join the private deal, which seems not very plausible. Afaik, many aren't even allowed to own private...

That would probably be the case, if they are currently negotiating privately with said investors, but only explain why the entities involved in that negotiation do not add. But there have to be players that won't be allowed to own big stakes in a private corp, so they will stay away from those...

There is a lot of speculation here about the possible partners that may have an interest to aquire a big stake in a private Tesla. This ranges from the Saudis over Silver Lake, to current institutional investors and what not. A lot of people seem to believe in a buyout at 420$ a share and some...

1. Tesla won't be taken private in 2018 or 2019 at any price above 300$ a share. 2. At one point in time between today and the end of 2019, the share price will be below 250$ again. 3. Tesla won't be able to show a positive net margin for each of the following 6 quarters. 4. By 2022 the VW...

Uh? I was on vacation from august 5 until yesterday, mostly sitting in a kayak and having no access to a mobile network. Did something happen in the meantime? Anyway, i should probably close my position right away tomorrow morning. Thanks for the warning! :rolleyes:

Ouch. You hurt my feelings. :(

First: Congrats to the longs. Enjoy the run, especially if you've been trading it. Second: Quick question: Does Teslas current AP Hardware still base on the Drive PX 2 unit by NVIDIA or did that change to something newer with the upgraded Hardware a while ago? I'm trying to get an impression in...

lulz ... @BagHolderQuotes on Twitter went from mocking the longs to mocking the shorts during the conference call. That's actually pretty funny. :) Bag Holder on Twitter

See, that was easy. Another short theory down the drain.

Hush! Let them celebrate. ;)

It's one of them, yes. I never doubted, that Tesla has the chance to be profitable in Q3 or Q4. I am in doubt regarding the speed of their future expansion, so this seemed interesting to me. You know, some people were crazy enough to model 2020 with 700 or 800k cars sold ... :rolleyes:

See, i scratched that Model Y. Let's just go with 'cars' if you feel better. And meanwhile i do think so. vs.