Castanza

GM has been offering 4G data plans for awhile. I believe the service is At&T.

$UPS at 98 and change RDSb MSGN Adding a bit to DISCA

At least you own up to not knowing instead of forming uninformed opinions. Published EPA ranges are what you should be looking at, the automaker does not get to “set it”. Hilariously, the non-Tesla guys are not exactly conservative: Porsche/VW were initially coming out as if they’d be in the mid 200s or more, but then the official Taycan EPA range came out at 192 miles...all for a low six figure price tag. Surprising because we all know VW is very skilled at acing regulatory tests, esp emissions. Re: batteries being commodities—Munro showed that Tesla’s organization of hardware confers many advantages over peers. It would be like saying silicon is commoditized so an iPhone has no competitive advantage over competitors. Thought experiment: if EVs were so commoditized, why is the Taycan range so pathetic? Why has Tesla not yet been disrupted? Serious questions for you deep thinkers out there. Can anyone speak to what gives Tesla such an advantage in range (from an engineering perspective)? Electric engines are quite simple if I'm not mistaken. Can battery tech be that different among the competition? Must be in the software?

Maybe he’s making a statement?

Thanks for sharing, I have been looking for some real estate options like this. Certainly looks interesting.

Wrote some more puts, 215-strike, Feb 28-expiration. Every time I read about Mike [CoBF member boilermaker] doing this stuff, I get hit - in a mild way - by a brain hemorrhage [because I can't do stuff like this, for Danish tax and other regulatory reasons for Danish investors]. Today, two times! *sigh* That's interesting. I've been discussing taxes with some coworkers from Prague and it's fascinating to see the differences between the US and there. Their opinions of tax codes are even better :P

I think you may have missed a link: Nice thanks for pointing that out. It's impressive for sure, but that doesn't address the distribution, supply side. etc. It seems the company would agree seeing as they stopped the swap program "for now." And as Liberty said, I'm not saying it can't be done. Super Charging seems far more effective until Tesla (if) reaches a scale of some magnitude.

Do you know how big the batteries are in an EV like a Tesla, and how important it is for that battery to be well protected from impacts? This isn't like changing the 12v lead-acid in a gasoline car. This is taking apart a major part of the mass of the vehicle that happens to contain a lot of potential energy and is connected via high-current cables that need to be disconnected and reconnected flawlessly every time, as well as all the shielding that comes with the underside of the battery. Yes I do. The difficulty is from convincing a whole group of people with potentially divergent interests to converge on one standard. Look at how long it's taken lap top manufacturers to go to a standard charging cable. But that's a business issue and not an engineering issue. Go take a look at the differences in car dimensions for a class of cars and you'll come to the conclusion that they are largely the same per class (e.g., Model 3 vs. C class vs. 3 Series vs. A4s vs. Genesis vs. Lexus ES vs. Camry vs. Accord vs. Sonata and so forth). You probably already know that most large car groups already share platforms across models / brands, and this is just an extension of that. So I'm not dismissing your point. It's a valid one, but not nearly as difficult as you might think if the stakeholders truly were aligned in making it happen. BTW - most of the issues you raised are just as valid for a single car (reconnection, shielding, etc.), and yet Musk thought that it warranted enough resources to invest some money behind it for the Model S, so I think that speaks to the fact that it's not an engineering problem as much as an alignment of incentive one. I'm not saying it couldn't be done. I'm saying there's no reason to do it when there's a much better and easier alternative, which is fast charging. Yeah I've got to agree. By the time you change out a battery (current style) you could have probably charged your vehicle. The logistics of this seems less certain. Trying to get sites which maintain enough batteries in stock to charge (think remote areas) would be a nightmare. Or maybe you arrive and there is a battery but it is only a few % charged. Also who would maintain these? Sounds like an expensive thing to do vs maintaining a charging station. It would require all types of tools (lifts, garages) employees, upfront costs. Who would be responsible for the cost of these batteries if something were to go wrong? I think there was some scooter company that tried something above (perhaps what other mentioned above) and there were issues with the supply/demand and availability aspect of it. Not to mention Tesla would have to be completely re-engineered to have a more efficient swap out method. Although a bit more complicated...think about when Toyota had the Tacoma frame recall on their 2nd generation trucks. They setup their service centers to somehow rack a truck, disconnect all the parts (engine, brake lines, axles, etc) so they could swap out the frame. Each center was only able to do a handful a day at max efficiency. Even if swapping a Tesla battery was half as complex it would still be a ridiculous wait.

Seems rational to me to buy a vehicle suited to peak needs. Perhaps people overestimate their peak needs or how often they'll hit that peak, but makes total sense to buy something that meets actual peak needs. It may seem rational to you, but in fact it's not rational at all. If I need to move a bunch of furniture or whatever, I'll just rent a van, or pay for delivery. I don't buy and drive a van for 10 years. That's why those business establishments exist - because that's the rational thing, and the efficient thing to do. Seems more rational to ask your friend or coworker if you can borrow their pickup. Usually comes with free labor and doesn’t cost much more than a 6-pack :P

“SPCE” maybe Beyond Meat can start making astronaut food for the voyage.

- Spend time in nature - Volunteer your time (helps others, gives you appreciation for your life circumstances, networks, etc) - Physical labor (other than exercise). Accomplish, build, create something outside of the white box sitting on your desk. Great stress relief (garden, split some wood, landscape your house, etc.)

https://www.nytimes.com/2020/02/17/technology/jeff-bezos-climate-change-earth-fund.html?0p19G=2870 Can’t wait to see the mental gymnastics by Bernie and the likes on this....how will they paint these evil corporations now when Bezos just split their platform in half? The Left” “Amazon pays no taxes! They’re evil!” Also the Left: “12 years and were all dead” Bezos: “I’m basically going to lead the way for climate change research and I’m giving 10B...who’s with me?” Personally, I’m a fan of this approach. People are so unsure that private sector can’t solve climate change and that it will take serious govt intervention. I think this is a much better approach to get to the bottom of the “why is the climate changing” question. Seems pointless to forcefully bankrupt Americans through taxes especially when other countries...cough cough China....aren’t doing anything positive. I’d much rather see Bezos, Musk and others like that lead the way than some inefficient government bureaucrat. Perhaps ol Warren will donate a large chunk? :P kidding kidding

Idk, even Bloomberg featured a piece this week about r/wallstreetbets and the Microsoft options being touted on there ;D

I don't have experience with their mortgage department but I have purchased a vehicle through their auto buying program and had a good experience. Absolutely zero hassle and a really good price.

Sold remaining position (minus a few cheap Calls) in $I a few days ago for a small profit. It doesn't look like the FCC is going to get anywhere near estimated value (Intelsat's estimates) with their offers.

+1

Q4 results looked pretty solid. A little throwback entertainment to May

It was merely for entertainment lol by no means was I saying that Tesla is 100% correlated. If the chart has any value at all it would be found in the investor sentiment completely absent of fundamentals. A Tilray chart would probably fit the bill well too.

Saw this floating around. Take it for what it is.

“Looks like easy money” Have you seen the headlines?

$I Sold 1/3rd of position to lock in some profits. 22% in a few days

That's proof that a trillion dollars doesn't go as far these days as it used to. When asked if her firm was buying she said "Well we are taking profits to average draw down our position size." I get that, you need to maintain your 10% allocation. But at the same time when you make wild claims like that you should put your money where your mouth is. In fairness she's basically right about her Tesla $1000 call last summer.

Cathie Woods "Tesla to 7000 by 2024" Start at 5ish https://www.marketwatch.com/video/marketbrief/making-the-case-for-tesla-7000/62320628-4D83-4112-9FE0-CFC85D2A221A.html

I find it highly unlikely that real news has ever existed nor will it exist in abroad sense. Each MSM outlet certainly contributes to spreading factual information. But the other 23 hours are simply spent on rhetoric and "noise." See the top notch reporting below: https://www.cnn.com/2020/01/30/politics/donald-trump-coronavirus-diversity-obama/index.html As I said.....noise and narrative. I generally only care about news that is directly related to policy and how said policy stacks up against the Constitution which in turn affects individual liberties. Foreign news is often even worse....(Assad Syria Chemical attacks come to mind) Every single MSM news outlet loses all credibility when they go beyond regurgitation. Donald Trump signed the blah blah blah bill today (good so far). The Bill was about this (still ok). Let take this over to Tucker Carlson for analysis or Lets head on over to Brian "endorsed Michael Avenatti" Stelter from "Reliable Sources" to give you the run down (Ding ding ding ding). THIS is where I stop watching.....I'll go read the bill myself....There is so much shit hidden in every bill anyways that no mainstream media outlet would be able to cover it all even if they were truthful.

May all be true, still name 1 better source for news (not state propaganda) this day and age? I read it, yet I don't leave my brain at home while doing so. It is state propaganda, is the point. You just seem to personally prefer Russian state propaganda designed to make westerners hate and mistrust their own governments for the benefit of Putin and his mafia-state cronies. Propaganda - truth is a spectrum. ZH is much less propaganda than any western (US or European) mainstream news outlet I've ever come across. If (!) there's Russians behind ZH there's Russians behind ZH big deal. There are definitely groups of people behind mainstream western news outlets whose interests are not alligned with mine (or the truth). When ZH is trying to regurgitate news, they heavily quote mainstream media that you say is inaccurate. Their latest article quotes three paragraphs from the NYT, a Sky News tweet, a SCMP tweet, some random twitter account (started in January 2020 with 3 followers), and China Economy (an account started a month ago with 100 followers). I'm going to take a wild shot in the dark and guess that the Chinese twitter account with 3 followers is actually ZH quoting themselves to make their article appear to have more authority than it actually does. The whole article is bolding select sentences in a NYT article when seen from this perspective. That's the problem with ZH. It's not a news site. I could do this with every 'news article' ZH posts. ZH is a confirmation bias honeytrap. ZH doesn't actually engage in any journalism. Some of their articles are written by former Infowars, Paul Joseph Watson. Infowars has admitted in court that they do not publish news and they are an entertainment site. Similarly, ZH is clearly for entertainment only. You might like what the Babylon Bee writes but it's still not news/truth. https://www.zerohedge.com/geopolitical/i-cant-let-my-mom-die-home-desperate-patients-swarm-wuhan-hospital-hong-kong-closes Show me one MSM outlet that doesn’t selectively quote or selectively cite information? There isn’t a single outlet out there that simply lays out what happened. News does not exist anymore. Narratives do. Everything is so outlandish it’s insane!