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  1. ggies07

    The Resource Angle

    ha, neat! https://www.popularmechanics.com/science/green-tech/a60164635/sand-battery-to-heat-homes/
  2. ggies07

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

    Also, with how slow the govt/big auto work, we need need Tesla to stay as nimble as possible. While I voted for Biden, not happy about the 100% tariffs on Chinese EVs whilst at the same time the US auto companies are pulling back. This transition cannot be slowed anymore than it already is. So...
  3. ggies07

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

    As someone who also deals with data and reports, I like this take by Jordan:
  4. ggies07

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

    Totally get your doubt, but Elon just took care of the part I put in bold. :) ;) It's all there, set up and ready to go...just rides on execution, just like in the past...Also, you forgot Energy Storage in your domination. :)
  5. ggies07

    Prediction: Coal has fallen. Nuclear is next then Oil.

    If this happens, I'm all for BYD coming over and flooding our market. I know they said they were not thinking about us right now, but anyone trying to stop this renewable energy transition can go ya know...themselves.
  6. ggies07

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

    I watched Viking King's video on the new CATL battery today and it made me think about all the research Jeff Dahn and his team have done for Tesla and what happened to it...where are the results? Everything these new CATL batteries do, Jeff gave presentations on the same findings like a year or...
  7. ggies07

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

    Exactly. We haven't even gotten to the good stuff yet! The timeline for holding for years now as always been at least 2030 if not beyond because: Legendary Oil Trader Says the End of Demand Growth in Sight...
  8. ggies07

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

    Real quick - since things are evolving so quickly these days, do I have this right? - 4680 is only for Cybertruck right now and the Model Y built in Austin uses 2170s? My boss is on the verge of buying a Y and I'm trying to give him all the details - both techincial and fun ones.
  9. ggies07

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

    Again?? Still this? Sigh...how ironic as I was just rewatching this Limiting Factor vid on sodium-ion batteries and Shirley says China was actually learning from us (USA) in 2005, but look at us now...what a joke. Starts at 16:40 mark:
  10. ggies07

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

    Bro, I'm not paying for insurance if there are no chances for accidents/injuries. That would be giving your money away for free! They will die out or have little profits.
  11. ggies07

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

    As much as I bitch and complain about Elon, I voted yes to all board recommendations. Elon should get his package. He worked his ass off during that period. Time to see if he can do it again with this new direction...
  12. ggies07

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

    WTF does this matter. WTF.DOES.THIS.MATTER? He just gutted an important part of this company and he's on there with crap like this, meanwhile, us investors have been talking our heads off on here about his decision making. MAYBE, he should be posting and letting his shareholders know what his...
  13. ggies07

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

    Nah, indirectly I can see it. I'm here. My post was talking more about a wider public view on how the company USED to have an inspiring mission theme, but does not look that way anymore.
  14. ggies07

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

    This tweet had me thinking about the mission statement again. Since the beginning, I've always heard people go to work for Tesla due to the mission. They work hard for the mission. They sacrifice their time for the mission. We obviously see the company has pivoted to AI/bots now. Yeah, I'm not...
  15. ggies07

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

    I know :) We don't know what "slower" means. Now if this means Elon is moving focus/funds to help install L2 or something in between that and a Supercharger for apartment complexes, bring it on! I am tired of that complaint.
  16. ggies07

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

    So one could assume that "existing locations" means "cities" which means preparing for robotaxis as some have posted this might be the case. huh. Still gotta travel around the states. Still holes to fill. sigh...
  17. ggies07

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

    Then it seems this turn is in the "march of the 9s". Perhaps what is missing is AI surveying the situation and telling the car to go a different route instead of the car trying to force itself in there...and Elon hinted that Grok will eventually be integrated so...
  18. ggies07

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

    I see. So does his past negate v12 now? Are all his v12 vids false? I do watch Chuck as well...been keeping up with his turn since the beginning. I do watch a variety of these v12 vids, but like the location Whole Mars is in for these test runs. Chuck's intersection is starting to annoy me...
  19. ggies07

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

    Is everyone (as well as the lurkers) who do not have FSD watching every vid from Whole Mars Catalog? Well ya should! I only watch his commentary ones though, as it gives me a better understanding of v11 to now since I've never had FSD. These vids have made me bullish and allowed me to accept...
  20. ggies07

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

    Just a small data point, but I'm freakin ready for all cars to be autonomous. I drive across the DFW metroplex every day to get to work and people suck at driving. There are accidents constantly (one yesterday and two this morning!) that back up traffic. The next thing I see that creates traffic...
  21. ggies07

    The Resource Angle

    So it seems you just need to crush the glass to put it back into sand form...I've done some research and it seems there is no chemical change from sand to glass or glass to sand, it's just physical form, so I'm assuming that using the recycled sand from glass would/could hold the same amount of...
  22. ggies07

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

    Hell YES! Let's do this, but don't f***ing tease me for another 5 years. Do it and do it quick.
  23. ggies07

    Tesla Annual Shareholder Meeting

    Well, I've been saying for over year now Elon needed to STFU, but noooooo. And.Here.We.Are.
  24. ggies07

    The Resource Angle

    Maybe this has been talked about already, but has anyone invested in a sand storage company? I keep thinking how we need to get off plastics and the best thing to do would be to go back to glass. You could "recycle" the old glass by melting it and then use it to store energy. I just watched...
  25. ggies07

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

    Well, from an engineering prospective, Tesla makes the safest cars, so why would they use someone else's?
  26. ggies07

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

    I really don't care about the Q1 call next week, as that is all about what happened in the past. Any details about 8/8 and the future of Tesla are more important right now to clear up all this uncertainty.
  27. ggies07

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

    Now THAT would be amazing. A true AI vehicle with FSD capabilities. Neat.
  28. ggies07

    Tesla Annual Shareholder Meeting

    Same here. I'll vote for it, but I'm a lot more unsure about the overall sentiment of the shareholders. I bet it passes, but maybe by not as much as last time...
  29. ggies07

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

    We have two Model 3's, but my wife works at home, so hers usually just sits in the garage. I could use my personal FSD car to drive to work (about an hour), send it back if she needed it during the day, and then have it come pick me back up. Then there's the whole "family's who are about to...
  30. ggies07

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

    Needs to be like the Investor Day presentation then and NOT like the Model Y reveal.
  31. ggies07

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

    I honestly want a detailed roadmap of the next six years now. AI/NN training is so vague and not tangible enough for us investors. Cells and chemistry was something to research, to learn, to understand.
  32. ggies07

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

    so, uuhh, when's the annual shareholder meeting?.........last year it was May 16th....exciting times!....
  33. ggies07

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

    Yep. If true, it seems batteries and battery chemistry are not the main topics anymore.
  34. ggies07

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

    umm...so what about the cathode and lithium plants?........
  35. ggies07

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

    oooh, you almost had me at hello:
  36. ggies07

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

    Say it ain't so! Drew was my number 2 guy to look to after JB left....bah. WTF is going on with this company? 4680 problems? Chemistry complete we don't know about and so Drew is not needed anymore?
  37. ggies07

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

    So, we know the Earth is warming up due to our behavior...Realistically, what do you guys think is the amount of time it will take to get the public to use robotaxis all the time vs. owning a cheaper model? We here can see the end game for transportation, but the goal is to get off of fossil...
  38. ggies07

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

    There's nothing woke up the physics of what's happening to our planet. The data is there. He needs to go back to "first principles" thinking.
  39. ggies07

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

    hahaha, woooooow. ok, then Elon. So what is the point of the acceleration then? Just mind your business and let it slowly develop... It's always been about us...the planet will be fine, but it's us humans that will suffer....F*CK. The CEO just said this. THE CEO of Tesla. Tesla's mission...
  40. ggies07

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

    meh, maybe. haha. I get it. Us legacy folks are:
  41. ggies07

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

    haha, then people need to use the correct stat of how many Tesla's on the road are actually able to use FSD. No, they did not split it out. It seemed like it was for both parts and labor. I was going to get it yesterday, as the app says it's just $1,000 for the hardware upgrade, but found out...
  42. ggies07

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

    While I understand the thought process and where we are going with this, I've seen a lot of people just lump all the Tesla cars on the road into a statistic like number 4 on the list. Reality though, is that there are thousands of owners like me who have 2.5 hardware and would have to upgrade...