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

[kengchang]

Only 50 kWh CHAdeMO if you buy the Adapter.

So is Taycan unless you buy the Optional onboard charger.

 

[EVNow]

Compared to Supercharger network, that really is pretty much 0 infrastructure.

The problem is not that there is no infrastructure - but it is unreliable. If you read any road trip reports on Leaf or Bolt (or read local EV facebook groups etc), that is what you will notice.

 

[StealthP3D]

Apple fans are extremely loyal. I am one. If Apple were to put out an EV, twice as expensive with lower specs to a comparable size Tesla, even diehard Apple fans would realise they open themselves to ridicule if they buy it.

And then they would convince themselves that it's the greatest thing ever and buy it like good sheeple. But Porsche buyers tend to be more educated on average vs. Apple/iPhone buyers.

 

[EVNow]

I’m now apparently blocked by much of TSLAQ for challenging one of them about porsche’s supposed superiority. Not sad to see them go, but man, this was what pushed them over the edge?

You have dashed their last hope.

 

[CalX]

I flat out do not think Porsche is going to be able to sell 40k Taycan's. I don't believe they will be able to get the lowest priced Taycan down to anywhere close to what people were thinking which was the 80-90k range. I think when Tesla does their S and X refresh, it will crush low end Taycan demand and I think Roadster 2 will crush high end Taycan demand.

I thought Porsche themselves only planned a production capacity of 10-20k a year?

 

[Green Pete]

With a Tesla, can use both networks.

I saw an Electrify America station for the first time the other day still wrapped in plastic at a Target in the Seattle Area. They had CCS plugs. There is no adapter available Tesla-CSS that in the US market is there?

 

[Green Pete]

Yes it is better. I didn’t buy the adapter and wouldn’t because the Tesla network is sufficient (when paired with destination charging).

For the most part it is, but I just moved to South Seattle and would really like access to the Electrify America charger down the road from me. My apartment complex doesn't have a charger on site and the closest supercharger is 30 minutes away in Issaquah.

 

[Artful Dodger]

Note: I am a bond neophyte, so there might be mistakes, especially with the interpretation. Chime in if you know better.

After spending all morning reading this Forum, I can only conclude that Porsche has takan the first brexit to the next roundabout (while signalling both ways).

 

[Remus]

Elon Musk on Twitter

Damn. Smackdown?

Almost Free advertising. Focus, investors, focus.

 

[Pezpunk]

Elon Musk on Twitter

Damn. Smackdown?

There’s zero chance he would announce this in advance, let alone IMMEDIATELY after the Taycan spec reveal, if he didnt already know for certain it could make it all the way around without throttling, and beat the Taycan’s time. IMO this implies something more than a mere Raven Model S.

 

[mrmage]

Could have something to do with the fact that you cannot find bonds that pay more than two percent unless you take risks.

That's especially true if someone needs high quality bonds. However, this Tesla bond outperformed the overall bond market for high yield (junk) bonds if I've read the data correctly, which implies it's more than just macros.

 

[KarenRei]

IMO this implies something more than a mere Raven Model S.

Why?

 

[Artful Dodger]

Elon Musk on Twitter

Damn. Smackdown?

First interesting thing I've seen today. Thanks!

I'll make a prediction: if this Model S exceeds 300 kmh on Döttinger Höhe, then I predict its got the prototype 3-motor AWD powertrain (all SRPMs) from the Roadster 2.

You know, hard-core smak?

Cheers!

 

[mrmage]

Elon Musk on Twitter

Damn. Smackdown?

Whoa... this will be exciting. I wonder if it's for real. There's no way he would do this without knowing the result. Is a new S variant on the way?

 

[KarenRei]

Why are people speculating about a new S variant? It's not effective marketing for the S if it's something you can't buy. Rather, it'd be osbourning the S if it's something that's not out yet.

 

[Pezpunk]

Why?

Because to my knowledge the Raven still can't do track laps without throttling. Am I mistaken?

 

[KarenRei]

Because to my knowledge the Raven still can't do track laps without throttling. Am I mistaken?

There can be some minor loss of power over time, but that's even common with ICE vehicles on the track. Nothing major; it doesn't go into "limp mode" like S/X used to.

 

[MP3Mike]

Because to my knowledge the Raven still can't do track laps without throttling. Am I mistaken?

I haven't seen reports either way. But the 100kWh batteries have better cooling, and the front motor won't overheat as quickly. So even if it does throttle it won't do so as fast or as much.

 

[juanmedina]

Because to my knowledge the Raven still can't do track laps without throttling. Am I mistaken?

The Raven probably has an upgraded cooling system. And as long as throttling is not significant it should be and issue.

 

[MP3Mike]

I saw an Electrify America station for the first time the other day still wrapped in plastic at a Target in the Seattle Area. They had CCS plugs. There is no adapter available Tesla-CSS that in the US market is there?

There is always one 50kW CHAdeMO plug at an EA site. (Shared with a CCS plug.)