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

[bkp_duke]

You can - if you contact the right dealer. But at $30k installed for some 5 days a year use, wasn’t worth it for me.

TOU shifting has made our PWs pay themselves back very quickly. Avoiding the 4-9PM peak charges has been fantastic.

 

[electracity]

A CFO will never be the next CEO of Tesla. It will be an engineer.

 

[Knightshade]

Thanks for linking this.

Just bookmark it in your memory. Teslascope is another voice to take with a huge grain of salt.

I questioned whether they were a reliable source at the time, clearly was right to question that.

They've talked a bunch in the last hour or two about how we were shown wireless charging and that was one of the "big surprises" they meant.

 

[lafrisbee]

You do realize that RIGHT NOW Model Y cars (that are operated at close to 16 volts) don't output battery power to the trailer hitch socket?

Trailer electrical connector DOA on New MYP

2022 MYP with factory tow package. No voltage at the 7-pin connector. Tried with a known-good trailer, test connector and multimeter. With tow mode on and off. Tesla service tells me that it's my problem. Gave me a pigtail connector with zero guidance or instructions. Claim that it's the...

teslamotorsclub.com

you do realize cyber(nota)truck and Y are spelt different, but if you have a Model Y and you have been negatively impacted I understand now why you posted about it.

 

[2Pearls]

I don't think your average analyst is technically competent to absorb the excellent content of this stream.

I expect the usual dip tomorrow is it time to backup the truck?

So, you expect a dip larger than the $10 it is down after hours...I think we might see a rise tomorrow once people realize what was stated about cost efficiencies and the markets they will continue to dominate in the future.

 

[TN Mtn Man]

A CFO will never be the next CEO of Tesla. It will be an engineer.

GM put a bean counter in the CEO seat. Roger B. Smith was the beginning of the end.

 

[Hiline]

Tesla at Investor Day: We're going to completely change the world!

The stock market: not right now???

 

[gtrplyr1]

They gave us meat and potatoes when what we wanted was cherry topped sundaes.
Typical Tesla. They just don't get it.
/s

The do get what is important but remember, you have a stage full of people who are engineers and are super excited about a lot of this stuff ... they just don't understand that the public is mostly full of morons ... especially those who call themselves "analysts" on WS. Those are the people that truly don't "get it".

I think there are people out there who really do get what they are talking about and can see what Tesla is about to do to the auto industry ... this kind of cost savings and efficiency has never been done in the "traditional auto industry"

 

[bkp_duke]

The Q&A shows how stupid these analysts are.

"Do you think Telsa will have enough models to hit the 20m run rate?"

 

[SOULPEDL]

TOU shifting has made our PWs pay themselves back very quickly. Avoiding the 4-9PM peak charges has been fantastic.

Yes, people have lots to learn on this new energy model. Recommend 2 PW and whole home backup, or you wont have AC in case of an outage. Az speak anyway.

“ If you unplug your car, you dont have any lights” nice.

 

[JRP3]

Sounds like V2H capability is coming even if Elon doesn't like it.

 

[electracity]

I think Musk will find, later this decade, that Tesla doesn't have enough models.

Consider the R1T, R1S, ID Buzz

 

[Knightshade]

Bidirectional power to all vehicles within ~next 2 years....Elon then cuts in to add he still doesn't think it's super useful and go buy powerwalls

 

[JRP3]

Recommend 2 PW and whole home backup, or you wont have AC in case of an outage. Az speak anyway.

Yeah that sounds great but Tesla won't sell me a Powerwall but I do have a Model 3. I think most people understand that if you're using your car as a power source then you lose power when unplugged.

 

[bkp_duke]

Bidirectional power to all vehicles within ~next 2 years....Elon then cuts in to add he still doesn't think it's super useful and go buy powerwalls

I would not be surprised to see the PW gateway box be a critical part of this.

Perhaps if you want V2H/G you have to have at least one PW?

 

[SOULPEDL]

Wife pointed out the diversity on stage is impressive.

 

[aerodyne]

So, you expect a dip larger than the $10 it is down after hours...I think we might see a rise tomorrow once people realize what was stated about cost efficiencies and the markets they will continue to dominate in the future.

It was down 5, guess I'd better plan an order.

 

[aerodyne]

Wife pointed out the diversity on stage is impressive.

Going forward, The team is a better asset than the founder.

 

[Nocturnal]

I would not be surprised to see the PW gateway box be a critical part of this.

Perhaps if you want V2H/G you have to have at least one PW?

100%. It already has a lot of the needed hardware and is connected to your panel etc. I know it's a simplification, but my gateway doesn't know if the DC power coming in is from my PW or my car and why would it care?

Edit, corrected by @MP3Mike regarding DC vs AC.

 

[MP3Mike]

but my gateway doesn't know if the DC power coming in is from my PW or my car and why would it care?

The Gateway doesn't ever see DC. The PW only inputs/outputs AC. (DC is only internal to the PW.)