:19 time stamp. MILLION MILES! Very appropriate music..Woa, yeah baby! The hits just keep on coming!
edit: SINGUY beat me to it with full lyrics. FML
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
edit: SINGUY beat me to it with full lyrics. FML
What's really scary is that she has little kids.
Maybe this will finally resolve the inconsitency that people report on valuation of FSD when trading a Tesla in on another Tesla:
Since I know some people have gotten a fair value at trade-in, but others have reported that they were told that FSD had no value when trading in. (It should also help with the upgrade complaints.)
Since I know some people have gotten a fair value at trade-in, but others have reported that they were told that FSD had no value when trading in. (It should also help with the upgrade complaints.)
Last edited:
gabeincal
Active Member
Went to Fremont today with my new 4K drone. Much better connection to the drone enabled further flying distance and time and so I managed to capture some cool moments. No refreshed models to be found, but there is extensive work going on around the presses. Not quite sure what they are building... Enjoy!
https://twitter.com/elonmusk/status/1351044768030142464?s=21
Battery cell production is the fundamental rate-limiter slowing down a sustainable energy future. Very important problem.
Sounds like Texas and Berlin are key to this.
Battery cell production is the fundamental rate-limiter slowing down a sustainable energy future. Very important problem.
Sounds like Texas and Berlin are key to this.
Pezpunk
Active Member
He wasn't sandbagging Q4 deliveries. His email was pretty much exactly accurate assessment of the situation, as it's been in prior quarters.
He wasn't sandbagging FSD timelines.
He wasn't sandbagging Roadster, Cybertruck, Semi, or S/X refresh timelines.
What exactly has he sandbagged lately? 4680 production is honestly the only thing i can think of, and that's still just speculation on our part. It may very well be the case -- there's definitely some evidence there -- but if it is way ahead of schedule, then it'd be the first major thing he could be given credit for sandbagging.
Honestly, looking back at practically all of Elon's predictions and timelines, it's obvious that he's continuously giving his earnest best guesses -- neither sandbagging nor overpromising -- but he's not clairvoyant, and is sometimes a bit off. Predicting the future is *hard*, even for very smart people.
Betting on Tesla to be sandbagging numbers and timelines has been a losing bet 99 times out of 100, historically. Every one of us wants the company to pivot to a habit of under-promise and over-deliver, but don't fall prey to letting hope take root as belief. It's foolish to assume they are going to over-deliver something until they establish a consistent track record of doing so.
-Model Y timeline was sandbagged.
-2020 delivery estimates were sandbagged if you consider they were made before we knew covid was a thing
Pezpunk
Active Member
i think you can only give partial credit on 2020 delivery numbers. they predicted a *lower bound* of 500k, and then delivered 499k. Yes, COVID, but also they had ample opportunity to adjust that guidance throughout the year, and chose to re-iterate it instead multiple times. that's not sandbagging.
Elon confirmed on the Plaid S (and possible 4680) sandbagging via from this tweet reply.
https://twitter.com/elonmusk/status/1345386356504027136?s=21
So for those anticipating 4680 in the refreshed S/X... I was in that camp as well, but the recent Panasonic CES interview makes me doubt that. This is Celina Mikoljaczak on the 4680s. She is a former Tesla battery scientist currently VP of Panasonic NA, working in Giga Nevada, leading the Pana team:
"We are studying it from all aspects. There are some fundamental design issues with that sell, there are manufacturing issues with that cell. Some of the manufacturing gets a lot more challenging for that kind of a cell.... The sell is going to have a number of merits, there is going to be some demerits to it as well."
It does not feel like it is ready for prime time just yet. Maybe for Plaid/Roadster which have a huge margin and can carry something with a low yield. However that would require a pack/structural pack that can take both 2170(L) and 4680 for standard S and Plaid S respectively. Not impossible, but questionable engineering overhead.
"We are studying it from all aspects. There are some fundamental design issues with that sell, there are manufacturing issues with that cell. Some of the manufacturing gets a lot more challenging for that kind of a cell.... The sell is going to have a number of merits, there is going to be some demerits to it as well."
It does not feel like it is ready for prime time just yet. Maybe for Plaid/Roadster which have a huge margin and can carry something with a low yield. However that would require a pack/structural pack that can take both 2170(L) and 4680 for standard S and Plaid S respectively. Not impossible, but questionable engineering overhead.
Runarbt
Active Member
Short attack on Frankfurt, or just continuation from Friday?
Opened at $808 or so (669 Eur), and are now trading at 675-679 Eur or $815-ish.
Cant wait for tomorrow, and some real volume on Nasdaq.
Opened at $808 or so (669 Eur), and are now trading at 675-679 Eur or $815-ish.
Cant wait for tomorrow, and some real volume on Nasdaq.
Buckminster
Well-Known Member
Tesla don't need to value it because there isn't much competition when you come to trade in. Tesla will eventually value FSD at trade in because your neighbour will be offering you $80k for your 3 yr old M3 SR. It will be worth even more to Tesla.
LN1_Casey
Draco dormiens nunquam titillandus
Stock market is closed Monday due to MLK bank Holiday day.
The claim that Tesla killed a cat because it was quiet is ridiculous.
A cat can hear and sense the car starting even if it is sleeping.
The problem is that the cat sees the most enclosed space is being the most
The claim that Tesla killed a cat because it was too quiet is absurd.
A cat can sense the car starting as soon as it happens. It is in their nature; built in high quality detectors. No car is too quiet for a cat, not yet anyway.
The problem is that when a cat senses a danger, it immediately chooses the most enclosed space in its environment. If it is under the car at the time then it goes to the front or the back of the tires most of the time because of additional sense of safety there, having its back to something solid.
And ICE cars are more dangerous to cats than EVs. ICE cars can also kill cats that happen to hop into the engine bay.
Check out this recent blog post by another of Musk’s many endeavors, Open AI:
DALL·E: Creating Images from Text
This is going to revolutionize the design of all things, including cars and car parts.
DALL·E: Creating Images from Text
This is going to revolutionize the design of all things, including cars and car parts.
CyberDutchie
Active Member
Also consider that Tesla is making major improvements with very limited data, just a handful of beta testers. Wait till the broad beta release comes out plus Dojo goes live! It will be accelerating returns, instead of diminishing returns, at least in the short-term.
Runarbt
Active Member
LN1_Casey
Draco dormiens nunquam titillandus
ah, I mistimed your previous post. You said “tomorrow” which to me is Monday, but to you, already in Monday, would be Tuesday.
They're clearly making some cells as shown in the video, however we have no idea of the yield rate. If only (e.g. 10%) are passing QC then there may be a long way to go.
The problem with DBE as opposed to Tesla's other cell innovations is that the alternative to using that feature required giant expensive drying ovens - Kato road couldn't function without DBE given the size of the building and DBE therefore needs to be improved to the point where yields are high enough to produce 4680 cells at volume before Tesla cells can be put in products. Other innovations like anode/cathode chemistry could be swapped out without too much trouble.
That said - Tesla may be able to get 4680s without DBE from Pana/LG or another supplier until in-house cells are up to scratch. So Kato road is not necessarily a blocker to refreshed S/X using a structural 4680 pack - It may just not be using roadrunner cells.
Similar threads
- Locked
- Locked
- Locked
