TSLA Market Action: 2018 Investor Roundtable

[Yggdrasill]

Panasonic is tripling Cobalt orders:
RE:Love this latest Headline

Important to remember Tesla Energy is not Cobalt-free any time soon. NMC has superior durability to NCA.

 

[Tslynk67]

Panasonic is tripling Cobalt orders:
RE:Love this latest Headline

Panasonic makes batteries for many people, including themselves. For these other batteries they won't be using Tesla IP, hence they need more cobalt to keep-up with the demand from everyone else.

 

[Tslynk67]

I wonder how much Tesla could make if they were to sell licences for their patent battery tech to other cell manufacturers..? Could be quite a whack, no? Would benefit the planet if we removed the cobalt from all.

 

[heltok]

I assume the pods will look like the ones in the video, but with a seats and belts like a roller coaster ride that will make sure that everyone is strapped in. Just for emergency breaking, which likely would never be needed.

 

[RobStark]

Would benefit the planet if we removed the cobalt from all.

How does replacing Cobalt in batteries with Nickel help the planet?

 

[EinSV]

Has anyone been following Renaissance Technologies' investment in TSLA?

I noticed a while ago that they had increased their shares, but since they are known as a quant fund (with huge returns) I assumed this was some sort of hedge or piece of an options play. An article out today suggests it is a straightforward investment. Billionaire Hedge Fund Guru Jim Simons Finds Promise in MU & TSLA

 

[sweter]

Pretty sure that to hold up to 16 people they will need to come up with a new chassis design that they can implement the Model S/X battery pack with that will provide all the needed room and accessibility for the pods. Skates instead of wheels and boom, you're good to go.

Dan

Question is do they even need batteries? They just might go with standard electrified train/tram system and get power from lines above / tracks.

 

[hoang51]

Looks like Trump's tariff on China's goods is killing the pre-market, including TSLA.

 

[Dan Detweiler]

Question is do they even need batteries? They just might go with standard electrified train/tram system and get power from lines above / tracks.

Great question. I know the idea is to make this system autonomous and I don't know if that is in any way tied to an independent power source, aka...battery pack.

Dan

 

[Todd Burch]

If I were them I wouldn't use batteries for the pods. They have contact with metallic rails, so should be able to electrify the track like a typical subway. I think that would be much cheaper than putting batteries in each pod...and you would have less maintenance, wouldn't have to deal with recharging/degredation, etc.

 

[jeewee3000]

If I were them I wouldn't use batteries for the pods. They have contact with metallic rails, so should be able to electrify the track like a typical subway. I think that would be much cheaper than putting batteries in each pod...and you would have less maintenance, wouldn't have to deal with recharging/degredation, etc.

Indeed. Since the pods are not meant to disconnect from the loop system I think this is the route they will take. Electric motors will be provided by TSLA though.

 

[JoaoD]

They already have the pods for the Chicago tunnel, the model X, just add the side guide wheels, now looks like the falcon wing doors were always meant for emergency exit in narrow tunnels, and bio filter for tunnel dust.

You mean like this:
https://twitter.com/boringcompany/status/1007325971689758720

 

[mongo]

Boring thread:
Boring Company Selected to Build O’Hare Express in Chicago.

 

[Intl Professor]

Well that doesn't make sense, according to you profile, you're an Active Member...

View attachment 309868

There's a difference between an Active Member and an active member.

 

[viridi]

Lora strikes again: https://www.cnbc.com/2018/06/15/tes...k-it-will-have-a-hard-time-raising-money.html

 

[jeewee3000]

SP encountering heavy resistance at $357.

 

[sundaymorning]

The China trade tariff might be really bad today on the overall markets.

 

[sundaymorning]

Trump to slap a 25% tariffs on up to $50 billion of Chinese goods; China says it will retaliate

 

[EinSV]

SP encountering heavy resistance at $357.

SP is holding up well so far despite down markets and MMD ....

 

[jeewee3000]

Yes, TSLA is showing a lot of strength.

EDIT: if it breaks 360, we are off to the races.