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I think you will like the white interior. It is very easy to keep clean, and I get compliments on it all the time.I had to spend an extra $1000 on a white interior to get a car.
That would be cool... I wonder what the chances of getting at the data in tabular format is.Yeah, but I wanted to get all the data points and specially the speed, might give us way more info on how efficiency is affected and to extrapolate to higher speeds which truckers drive in other states
It would definitely be interesting to do a cost analysis of this including labour, cost of acquiring fuel trucks / cubes, installation of chargers, fuel vs electricity, etc. Whether or not we include the $120million semi charging corridor that Tesla is seeking $97m in federal funding to construct.Safety, regulations and cost. There are pretty tight regulations around diesel and gas (at least in Canada). You generally can't have a gas station just anywhere, and it stinks (and is flammable), which you generally don't want toxic fumes around loading zones.
Bulk fuel trucks also cost a lot of fuel to drive around, rendering them pretty inefficient to begin with... And you'd have to pay that driver.
Not saying its going to be massive savings, but it is potentially an advantage that most don't think about because they're used to the inconvenience of taking a separate trip to a gas station.
All to say, to keep it on track, is that once again Tesla's products make financial sense, above and beyond competitors, and their 'demand problem' remains trying to increase production to meet that high demand.
Cheers to the Longs!
Are you going to include the cost of installing the already installed diesel stations along that corridor in the analysis?It would definitely be interesting to do a cost analysis of this including labour, cost of acquiring fuel trucks / cubes, installation of chargers, fuel vs electricity, etc. Whether or not we include the $120million semi charging corridor that Tesla is seeking $97m in federal funding to construct.
That would be cool... I wonder what the chances of getting at the data in tabular format is.
Scrape it?
I just wish we could leave something other than Tesla gains to the next generation... some of us in our 60's or older are soon to be experiencing some deadly weather events we can't even conceive of that can come unexpectedly (e.g. New York today!), but we'll soon be gone. I hope that current and future generations can find a way to live with the changes coming (and there will be plenty) as there is currently no way to fix the mess humanity has created for itself.We won’t care; we’ll all be dead.
Just wait until your Tesla becomes it's own valet as it drops you off at the entrance to the store then drives to an appropriate supercharger and an Optimus comes out to plug it in!@lafrisbee
OT
The Bucee's at Florence, South Carolina. USA, has 128 gas pumps and 12 Tesla Superchargers way off at one edge
All of the above is how we got a 15X from the 2019 price - not how we'll get the next 10X. It's not new news for investors. The next 10X will come from doing something the market doesn't really believe or expect: AI and robots.Sure, but both are ignoring Tesla Energy which is on trajectory to be larger than auto, perhaps with less robust margins, although recent results suggest even that may be too pessimistic. The combination of:
- VPP (Virtual Power Plant) with licenses existing in EU, UK, Texas and elsewhere/subsets of these in several places;
-servicing fees for utility-level and other Megapack installations;
That also ignores:
- all the other subscription revenue from everything form Premium Connectivity to FSD;
-rapidly growing Supercharger revenue from non-Tesla and Tesla uses.
I choose to ignore Robotics and RoboTaxi because there is no justifiable way to establish timing or even revenues. No matter the probable future value, I only choose to value that which can be assessed today.
Beyond those items it is clear that very few analysts, including the bulls, can really understand the Tesla manufacturing and logistics advantages. Historically that was a major impediment for APPL and AMZN among many others. The inertia built on traditional thinking about market shares, manufacturing efficiency and distribution excellence all contribute to a serious inability to observe actual changes when it happens. With TSLA that is exacerbated by the power of 120 years worth of evolution built on Fire and Ice. ok, explosions, not really fire.
The positive cash flow in growth is also largely ignored and virtually never valued, probably because it is unprecedented. Realistically, unprecedented things face heavy resistence. Simply understanding TSLA positive cash flow explains how they have negligible leverage which in turn explains how TSLA has enormous resilience to anything adverse.
We'd send far less time aimlessly bleating about quarterly sales and/or production were we to really see TSLA as the value stock champion that it really is.
Making TSLA a 'story stock' really exacerbates volatility and has zero intrinsic value.
Elon has warned us all how bad a conflict with China could be. The world is in the process of choosing sides right now for what could be a big blowout. Who thought that we'd be in a proxy war with Russia? I suspect that our supply chains would dry up if China takes Taiwan. Elon seems (to me) to think they will. I think Tesla would survive, but we're not immune to that kind of trouble. In fact, I'd say we're much more vulnerable than the "average" business.Simply understanding TSLA positive cash flow explains how they have negligible leverage which in turn explains how TSLA has enormous resilience to anything adverse.
Exactly. I think it's highly unlikely any terminal will spend the money to put a Megacharger at every loading dock. I've never heard of one doing so with diesel, which would be much, much less expensive.If refilling while unloading/loading is a big savings, what would stop the company from having a bulk fuel truck pumping diesel into it under the same circumstances?