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

[Tslynk67]

People still go on vacation these days? Come back in 2 weeks, it'll be about $600....

It's true - I was on about $100k per day while I was in France the last two weeks

 

[M|S|M MYP]

Wow, looks like a good thing I slept in today!

'slept in today' Today????

 

[M|S|M MYP]

It's true - I was on about $100k per day while I was in France the last two weeks

Let me know next time you go on vacay so i can join you

 

[jhm]

 

[vikings123]

Depends if they can keep up this capping, or not. They must be expending a lot of resources. On the other hand, I'm still seeing 27,189 calls at strike $2100 for Friday and that's a lot of dough if they lose control...

I’m pretty sure that number did not change overnight, something is off. Let’s see if we get an update tomorrow, that particular strike traded 14683 contracts today.

 

[jbcarioca]

I understand this when through Google translate, but I've unfortunately seen this incorrect description in a number places...

That is not a Google Translate mistake. The Portuguese article had that equivalent wording, and I was translating the Portuguese. That was one where I had edited the pure translation to make it exactly what they wrote. The very idea that batteries 'generate' electricity has been also a prominent feature in some of Texas' restrictions on battery use in the grid, as well as a few others IIRC. That error is not uncommon among people who do not understand the fundamental role of energy storage.

 

[Joe F]

I've done many road trips in my Model S P100D. Most in winter for skiing, sometimes in storms. Doesn't need more range. But I'd certainly like more range. Charge less often, and faster. Have to stop at superchargers less often. My opinion would probably be different if I were towing. But for almost all owners, more range is at best a "like to have" rather than a "must have".

Absolutely, and I agree. But more is better, again, IMHO.

Especially doing 1500+ one way into headwinds, in winter, and somebody keeps saying, "Turn the heat up, I'm cold." Sigh.

Still, looking forward to Battery Day. Hoping it's going to be a game changer, and give the ICE establishment yet another reason to move to EV's as they're left in the dust.

There's one place upstate I go to that is a haul, and the elevation change in winter is a killer. No way I can make it after a 100% charge at the last Supercharger, and get back to the same SC on the return trip. Slowing down way under the speed limit and I can kind of make it but got tired of holding up traffic and getting little old ladies giving me the finger when I was able to take the slower truck lane to allow passing. There is a new SC open that probably means it's no longer an issue, but I've always had to detour North to New York in order to get enough to make it back South to hit that same last SC.

Again, doable, but not without some effort. That's why I plunked down an additional $20K for the S90D over the S60D. No way if pulling a trailer (if I even could with the S) and the reason I was excited for the Cybertruck.

 

[joh01652]

My guess is that Franz has been working on vans. Unlike cars, vans come in a vast range of sizes, shapes and specialist usages. The challenge for Franz would be to design a range of vans that are easily customisable, but also easy to manufacture. Also something the legacy OEMs do not do particularly well, there is large room for improvement.

Also I think Tesla are going to move to a very short time from reveal to first delivery, if so don't expect any new vehicle reveals until Berlin and Austin are up and running.

Agree 100%. Vans are sooo versatile, so utilitarian and functional on so many levels, from RVs to delivery vehicles, and from ambulances to daily drivers, etc.

We bought a new 2016 Mercedes Sprinter Crew van and put 400W of solar on the top, and 3kWh of battery storage inside to make it into a mini-RV. Been working awesome for years now and has allowed us to comfortably adapt to the "climate refugee" scenarios we frequently find ourselves in during our work contracts (nice to have power when the rest of the region doesn't). It's truly shocking what a small amount of solar/battery storage can do.

I'd love to see Tesla put a Sprinter body on top of a Cybertruck chassis/drivetrain with on-board air compressor, 240V outlet, and solar panels on the roof, sides and photovoltaic glass windows so that the battery can charge during the day. Seriously, with the amount of surface area a big van has, enough solar integrated on to the surface could really provide some decent range per day.

An electric Sprinter van from Tesla is my dream vehicle. I might not even own a home or other vehicles if I had a couple of those.

 

[wipster]

'slept in today' Today????

Got up about 11:30am... well mentally at least...

 

[phantasms]

My wife and I are ultra runners so we’re often crewing each other at up to 100 mile trail races. We are 100% in for the Tesla Sprinter Van.

if the options were
1. Model 3P
2. Cybertruck
3. Tesla “sprinter” van

and I had to choose 2 I’d have a serious serious first world problem.

 

[ZsoZso]

Sure, I drove from Dallas to Seattle in 2015. I also drove it on trips before there were Superchargers (other than the three in California). It can be done, and it's a nice trip, but most people would likely complain about not being able to drive over the speed limit and still make it with a comfortable reserve. The 2020 X LR+ I have now has about the same range as the 2013 S85 but I can drive at the speed limit so I don't have to let every truck and camper pass me (mostly, some sections I have to be pretty careful). Going over the speed limit would be dicey for some sections of my most frequent trip. I have about 7K miles now. When the OE tires wear out, 19" wheels and tires should give a big boost.

My point is, that those trips were possible (although inconvenient) in 2015 with low SC density and a 250 mile range car.
Which means, that in 2020 using higher density SCs and a 400-500 mile range car makes doing those trips a breeze with plenty of margin for bad weather conditions. It is much more sensible for Tesla to focus on eliminating SC-deserts rather then working on a 1000+ mile range car to make Cramer and his ilk happy.

 

[oldTAVguy]

I'm not ruling-out a green finish today, the second they stop pushing it down, it pops like crazy, just need that little bit more volume...

Ended up with low 10m volume. So you were half right.

 

[M|S|M MYP]

Ended up with low 10m volume. So you were half right.

The more important half right ...thank goodness

 

[jerry33]

That is not a Google Translate mistake. The Portuguese article had that equivalent wording, and I was translating the Portuguese. That was one where I had edited the pure translation to make it exactly what they wrote. The very idea that batteries 'generate' electricity has been also a prominent feature in some of Texas' restrictions on battery use in the grid, as well as a few others IIRC. That error is not uncommon among people who do not understand the fundamental role of energy storage.

I think they understand it just fine. But it pretty much helps consumers and hurts peaker plants and demand charges, which hurts their campaign contributions. It's 100% about the people in power getting the money.

 

[jerry33]

My point is, that those trips were possible (although inconvenient) in 2015 with low SC density and a 250 mile range car.
Which means, that in 2020 using higher density SCs and a 400-500 mile range car makes doing those trips a breeze with plenty of margin for bad weather conditions. It is much more sensible for Tesla to focus on eliminating SC-deserts rather then working on a 1000+ mile range car to make Cramer and his ilk happy.

I sure agree about eliminating the SC deserts. Perry, OK SC was down for a few days, which got me very worried because I am going on a trip using that one. A couple of years ago Salina was unreachable due to floods. That would have killed the trip dead (fortunately, I wasn't making the trip at the time). And I don't think a 1000 mile car is necessary either. 350-500 real-life highway miles would be just fine.

 

[gigawatt1010]

My wife and I are ultra runners so we’re often crewing each other at up to 100 mile trail races. We are 100% in for the Tesla Sprinter Van.

if the options were
1. Model 3P
2. Cybertruck
3. Tesla “sprinter” van

and I had to choose 2 I’d have a serious serious first world problem.

That choice is easy for me. Tesla sprinter van and M3P. Then you'd have the best of ALL worlds. If I can, I would also tow the Cyberquad behind the Van or perhaps have a garage for it under the bed.

 

[Nocturnal]

I'd love to see Tesla put a Sprinter body on top of a Cybertruck chassis/drivetrain with on-board air compressor, 240V outlet, and solar panels on the roof, sides and photovoltaic glass windows so that the battery can charge during the day. Seriously, with the amount of surface area a big van has, enough solar integrated on to the surface could really provide some decent range per day.

An electric Sprinter van from Tesla is my dream vehicle. I might not even own a home or other vehicles if I had a couple of those.

1000%. I want that so badly as I would like to do the same with a van, but don't want to buy ICE. So I'm waiting for my CT and will either buy a camper trailer or if it has a mid-gate option may DIY a slide in bed camper.

 

[StealthP3D]

At first I got the impression this guy was just another internet punk, only reinforcing my own thoughts. But then I showed his video last week to a skeptic and close friend (ya the guy to bought my old Buick back). His reaction, to my surprise, triggered a tsunami of interest and questions. One was "How do I open an account and buy TSLA stocks?"

While I'm glad you're converting the skeptics, I've never been in the habit of thinking of self-made billionaires as "just another Internet punk", LOL!

 

[gigawatt1010]

1000%. I want that so badly as I would like to do the same with a van, but don't want to buy ICE. So I'm waiting for my CT and will either buy a camper trailer or if it has a mid-gate option may DIY a slide in bed camper.

I came from the world of Land Rovers and overland exploration/travel. Still have my rovers, oil leaks and all, but I can't wait to have a Tesla or EV equivalent that evokes the same adventuring spirit as Land Rover/Jeep/Toyota FJ have. Jeep is rumored to be developing an electric Wrangler that is still a PHEV right now. If they can put that out to market with a strong SC network, that will be a cash cow for them.

 

[Snerruc]

Just got back from vacation today... did I miss anything

No