I do not currently hold Tesla and I don't expect to hold it again but if the deal is good enough, I might be enticed. I wouldn't buy at 168, again. I don't know how low it will have to sink. I give Elon a 50% chance of being CEO of Tesla 10 years from now. If someone buys now to go long, they could easily experience a CEO transition. Perhaps that's something to think about? So, can a non-Elon Tesla compete with other North American and European car makers? Probably. I would bet on Tesla to win that fight. Can a non-Elon Tesla compete with Chinese car makers? I am extremely skeptical they could. Time will tell.
As others have said in other places, "I'll believe it when I see it." I hear DeLorean is coming back with a model that burns aluminum cans for fuel and gets 900 miles per can....
How does one charge a car battery so fast and not totally degrade it's lifespan... or pop some kind of citywide breaker?
During the charging wars, when Porsche bragged about 350KW charging and set every Taycan on fire, it all seemed moronic. I fail to see the benefit of charging at such a high rate the battery pack gets super hot and needs to be actively cooled to prevent fire. It seems a little non-consensual. Even Tesla has their octovalve heat pump that spools up to maximum to reject heat while charging. Brutal. They are going to need cells with lower internal resistance, in order to charge with lower heat. This brings two advantages. As well as reducing heat during rapid charge/discharge, it will reduce the need for a capacitor field to buffer the pack from max draw.
If TSLA is moving around $244 like it did last month, it could mean that this price level is significant, possibly acting as support or resistance. While it might not be a huge revelation on its own, watching these levels can help us understand the stock’s behavior and trends better. Levels can be pretty handy in tracking how a stock is performing over time!
Tesla has dramatically increased testing of robo taxis the last couple of weeks. I will speculate there will never be an unsupervised version of AutoPilot. To get that will require purchase of the robotaxi version of the software, no doubt, at considerable cost.
By the end of 2024, the minimum energy density in any vehicle from Tesla will be 200Wh/Kg. This will be the new lowest energy density of CATL's cheapest battery. Here is a quick calculation for a small car electric drive train (low line car, not higher energy density performance version): Motor/inverter/gear reduction = 95Kg (this is the spec weight for Tesla 3) Battery (75KWh so relatively large) = 360Kg Power electronics and wiring (guess) = 50Kg Total = 505Kg Gasoline drive train as would be used in a similar car: 2l engine/trans = 140Kg 50 liters of fuel plus tank = 80Kg Other (electronics, hose, emissions) = 90Kg Total = 309Kg Notes: - the EV cited has substantially more power than any 2l drive train - the gasoline drive train will only be at max weigh when the tank is full, which will be rare - based on this, I peg the weight disadvantage of EV at roughly 250Kg for a small car - using some of the higher, commonly used, energy density batteries the weight disadvantage would be roughly 150Kg for a small car - there are several new battery platforms being demonstrated over the last year that would bring EV/gas power train weight into alignment (we need about 500Wh/Kg for gas parity) - we are one generation away from weight parity (I speculate roughly 2027)
Just a heads up... Robotaxi presentation event on October 10th. There have been numerous announcements on various web sites on what Tesla will show. Every detail I've read comes across as BS.
We, Robot was very impressive. It was the most hopeful, wildly ambitious, technology announcement of all time. The most wild aspect of it was that all of it is plausible and likely to happen on some timeline. I was surprised the robotaxi is a two seater. That doesn't make a lot of sense to me. Tesla edged down in after hours trading. If We, Robot does not excite Tesla investors, I cannot imagine what will.
Tesla is now trading at $219. The question I have is: was the announcement more than people can believe or do they feel its not enough? $TSLA should be soaring today.
I suspect it may be the timeline factor! Many investors and money managers today are looking for returns NOW! If not right NOW!, then this quarter or no more than max 6 months or 9 months out! Of course, lots of long term buy and hold investors, like many of us here, don't subscribe to that - but neither do we move the markets! The market movers and shakers are looking for returns in LESS THAN 12 months! That's just my opinion.
VW is offering a 3 year, 25%, discount on the Electrify America network as incentive to buy ID.Buzz. I used to consider VW a potential survivor of legacy auto. No longer.
VW is toast. Soon. They will be fortunate to survive 5 years. Meanwhile, I find myself wondering if anyone cares that Elon Musk has been chatting regularly with Vladimir Putin. It would seem Putin asked Musk to not activate Starlink for Taiwan and this is the reason the island still does not have Starlink service. It is becoming clear that Elon is far less honest than I previously believed. I'm not saying he is dishonest by CEO standards. He isnt. He will need to tell the truth more frequently to achieve decent human being standards, however.
Elon is all about Elon. Always has been, always will be. He was tolerable when he just focused on batteries and rocket ships. That all changed with Twitter. Now he is a MAGA nut. I'm not even sure he is from Earth. I mean LOOK:
