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  1. insaneoctane

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

    For those who believe Tesla should advertise more....Would make a great question at the next conference call….
  2. insaneoctane

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

    I resemble your remarks. There's plenty of less-wise stockholders that these shenanigans continue to work on. Let's just say that your no longer their "target audience"...congratulations.
  3. insaneoctane

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

    How about 3 posts to this thread per day. BUT, each post that you make that gains 10+ positive reactions qualifies you for another post. This would technically allow unlimited quality posts...
  4. insaneoctane

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

    Jeez. Maybe @Usain and @Knightshade could go get a room? Then, once you decide who's right /wrong, come back and post the final conclusion. Or not.
  5. insaneoctane

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

    Anyone have any theories of why the green line is clearly trending down?
  6. insaneoctane

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

    Seems like FSD is good enough to do the cross country drive that Elon teased years ago. Maybe it will come up during 8/8? I'd like to see Tesla follow through on that challenge.
  7. insaneoctane

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

    OK, what do you believe the impact to Tesla is if his comp package is voted down?
  8. insaneoctane

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

    Thoughts... Elon prefers private companies without all the public scrutiny and manipulation. ALL of Elon's non-Tesla companies are private. He's already tangled with taking Tesla private (fail) and has recently expressed dissatisfaction with his current control position of Tesla vs his vision...
  9. insaneoctane

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

    I f#&ing HATE these SOBs. I long for the days where they move their greedy attention away from Tesla towards a new shiny thing....
  10. insaneoctane

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

    Here's Uncle Leo's 27M shares voting no...
  11. insaneoctane

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

    This ^^^ Continuing to see significant improvement is the sign that this is the right path. Just consider how much better 12.x already is vs the almost decade of previous efforts....and it continues to get significantly better each build....
  12. insaneoctane

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

    One hell of a walk down this morning. Unfortunately, perfectly predicted in @Papafox thread.
  13. insaneoctane

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

    I preferred when Musk's animosity was aimed at a terrible Delaware judge. I'm not looking forward to it being aimed squarely at Tesla stockholders if this vote fails to reinstate the original compensation agreement. I'm struggling knowing that the world's hardest working CEO has been working for...
  14. insaneoctane

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

    Seems like an expensive proposition to maintain SuC in certain parts of the Bay area?
  15. insaneoctane

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

    Another example of why you should go full BEV or bust....
  16. insaneoctane

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

    Ironic that people can see Tesla has a "key-man" risk, yet don't want to vote to honor his previously agreed to compensation package....
  17. insaneoctane

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

    I'll suggest that the Mercedes vs Tesla, L3 vs L2 move to its own thread after I get the last word 😉 I have NOT read the CR article and I have NOT watched Omar's video...but, listening to the bicker here (it's hard to avoid), it sounds like Mercedes out-foxed Tesla with marketing their limited...
  18. insaneoctane

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

    I don't know, after reading your statement I just think Elon is in the cross hairs of significant and effective FUD.
  19. insaneoctane

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

    IF demand continues to be challenging for EVs (or vehicles, in general), Tesla's announced pivot to fill out the current Gigafactories with a 2.5 product seems like a resourceful choice.
  20. insaneoctane

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

    I'd argue that in it's current implementation it's less safe. FSD not only comes to a complete stop, but it takes an unusually long time (by human standards) to assess the post-stop take off. Not sure if it's related to the creep or what, but I worry every time when I have human drivers behind...
  21. insaneoctane

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

    I had the same thought as @mongo . Removing the nag might just be replacing it with NN trained in cabin camera for more robust monitoring. That could be even worse depending on the implementation. I've been annoyed with the cabin camera causing the system to yell at me because I'm using the...
  22. insaneoctane

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

    Is Kim that short, or is CT that tall? I think a bunch of people's desktop backgrounds are getting updated today....
  23. insaneoctane

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

    Not so fast. Elon replied "Fixed in 12.4" to 2 previous comments. One comment said the nag wasn't happening after up to 10 minutes, while the other said the nag wasn't necessary.... Which commentary is being fixed, the accidental 10 minutes between nags, or the nags altogether? It's open to...
  24. insaneoctane

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

    Mods, can you block messages by term? Like if the message contains "500", block it? /s
  25. insaneoctane

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

    Agree. I know Elon has been guilty of both hyperbole and stating FSD will blow your mind before. I'm less interested in how 12.4 performs its tasks, rather I'm excited that it might be measurably better than 12.3. As most know, 12.x was a new approach and a step change of progress, therefore...
  26. insaneoctane

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

    I guess this is further a reminder that the version(s) that Elon and team are using are very advanced from ours....my FSD is pretty good, but I wouldn't be that hard pressed for an intervention. Maybe we're back to semantics of what is an "intervention".
  27. insaneoctane

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

    You should ask your friend if the 80 hour workweek expectation is fully compensated. Even salaried folks can be compensated for all hours worked, but that's usually when there's someone to "bill"...I don't think Tesla has anyone to bill, so the 80 hours is likely just the expectation to earn...
  28. insaneoctane

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

    While concerning, Isn't that similar to what most people do with "news" everyday? They let their preferred (yet biased) media outlet consume the facts and decide for them what is newsworthy and what the narrative of the facts are? Most people are too lazy to seek fact-based unbiased...
  29. insaneoctane

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

    I'd like to suggest we move past the 500 SuC team layoff. I think it's been thoroughly discussed. Like dead horse discussed. Without new information, everyone is just second guessing a CEO with a track record much much better than ANYONE posting here.
  30. insaneoctane

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

    I'm glad to hear that excessive insurance rate hike that was just imposed on all my vehicle, housing, and umbrella policies are giving insurance companies record profits...sounds about right.🙄
  31. insaneoctane

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

    This is exactly why China made the deal with Tesla for GigaShanghai
  32. insaneoctane

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

    Doesn't this support the idea that insurance is benefiting from accident frequency? Wouldn't that go against the concept that rates are driven by actuarial "costs"? If insurance isn't skimming a percent of actual costs, then why would they care about how frequent or amount of costs? Reminds...
  33. insaneoctane

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

    From a less biased source, I'd wonder. From Dan, I assume it is Fear, Uncertainty & Doubt.
  34. insaneoctane

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

    Anyone else having trouble keeping up with all the MY permutations of cell size (2170, 4680), cell chemistry(li-ion, LFP), pack size(60, 68, 81 kWh), motors(AWD, RWD), and range(LR, SR)???
  35. insaneoctane

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

    Too funny. Maybe @SOULPEDL only posts the purchases.... I'm in a bit of a different position. My last sell was in 2014 (stupid, stupid, stupid).
  36. insaneoctane

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

    I must give you credit...you seem to not waiver and are constantly adding to your position. IMO, you'll justifiably feel like a genius in a few years.
  37. insaneoctane

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

    Is $2.5B in transit factual? How much inventory is transit is typical?
  38. insaneoctane

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

    No, but he did not mention the specifics that I listed. I am questioning if the timeline required for his statement to eventually become true is reasonable. I listed my specific concerns why it might take an unrealistically long time to come true.
  39. insaneoctane

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

    If my position was solely due to my original investments many years (and splits) ago, I might share your calm demeanor. But, I subsequently pushed significantly more chips onto the table (closer to ATH) prematurely in anticipation of Tesla's encore. That's the reason I'm sensitive / anxious...
  40. insaneoctane

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

    Yup. How many years do SuC need to be operating before installation costs are recouped? What usage (cars or kWh per hr) is required to meet that estimate? I'm speaking from California where until I see the actual math, feel that the initial install cost PLUS the outrageous commercial "demand...
  41. insaneoctane

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

    How about "World domination such that we select more good, less dumb, people who try and control our lives..." /s
  42. insaneoctane

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

    This is....Elon. We always want to "adjust" him to be more...compassionate, or politically correct, or loyal, or eloquent, or cautious, or, or, or. Elon is who he is and YOU or I are not going to adjust him. While you and I think treating his workers like commodities is harsh, it's how he...
  43. insaneoctane

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

    This doesn't make any sense to me. Wireless is just the delivery mechanism. Wouldn't 90% of the HW be the same upstream of the cable/plug?
  44. insaneoctane

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

    Ironically a gas station fill up never provided me with enough time to fully clean my windshield without actually extending my stop, whereas at a SuC stop you'd have more than enough time to scrub your windshield...🤷‍♂️
  45. insaneoctane

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

    One of my concerns has been the "balls to the wall" approach that Tesla has scaled production with multiple Gigafactories on multiple continents. It's brilliant until it isn't. It's hard to know when you'll saturate the product demand and when you do, you could have an abundance of product...
  46. insaneoctane

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

    I think it means picking up TSLA at the then current SP of $160 would be brilliant in future hindsight....