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you really think someone would do that? just go on the internet and tell lies?
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Sep 2, 2018 07:34
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no papa
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Sep 2, 2018 07:35
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open your door
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Sep 2, 2018 08:10
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Bhodi posted:you really think someone would do that? just go on the internet and tell lies?
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Sep 2, 2018 09:02
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Elon Elon! Yes OSHA? Building safely? Yes OSHA. Telling Lies? No OSHA. Look at this thread. Ha ha ha.
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Sep 2, 2018 09:52
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Ultraklystron posted:Elon Elon!
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Sep 2, 2018 10:04
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Yoink
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Sep 2, 2018 10:27
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Ultraklystron posted:Elon Elon!
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Sep 2, 2018 10:30
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the ultimate endorsement
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Sep 2, 2018 11:26
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Ultraklystron posted:Elon Elon! lol
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Sep 2, 2018 15:22
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https://twitter.com/Volta_Bass/status/1036114260533936128
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Sep 2, 2018 15:29
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iospace posted:Imagine four teslas as the edge of a cliff The second one follows the first. The third one follows the second. The fourth one melts in a lithium fire. Musk's brain works the same way.
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Sep 2, 2018 15:54
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Ultraklystron posted:Elon Elon!
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Sep 2, 2018 16:10
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I still can't fathom paying luxury car prices for a car with 90s import car fit and finish
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Sep 2, 2018 16:47
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Silver Alicorn posted:I still can't fathom paying luxury car prices for a car with 90s import car fit and finish The early Model S's you can sort of excuse. You knew you're paying mostly for the drivetrain, effectively a prototype you, a 3rd party consumer, can buy. It's their first car that they built from the ground up as opposed to adapting (the Roadster), so teething issues were expected. The current models have no excuse.
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Sep 2, 2018 16:51
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iospace posted:The early Model S's you can sort of excuse. You knew you're paying mostly for the drivetrain, effectively a prototype you, a 3rd party consumer, can buy. It's their first car that they built from the ground up as opposed to adapting (the Roadster), so teething issues were expected. yeah, buying a prototype's a dumb fuckin' idea
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Sep 2, 2018 16:59
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i hope grahms dumps elon and he has a huge meltdown about it
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Sep 2, 2018 17:03
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It would be cool if Elon was kicked out of the company so that Tesla could be a good electric car.
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Sep 2, 2018 19:33
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ate poo poo on live tv posted:It would be cool if Elon was kicked out of the company so that Tesla could be a good electric car. it is a shame. seems there’s definitely potential there.
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Sep 2, 2018 19:40
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ate poo poo on live tv posted:It would be cool if Elon was kicked out of the company so that Tesla could be a good electric car. i don’t think it’s possible for them to recover at this point their debt is going to kill them. the time to have done this was like 3 years ago or whenever it was clear he was mismanaging the company with how the X launch went
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Sep 2, 2018 19:50
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ate poo poo on live tv posted:It would be cool if Elon was kicked out of a speeding Tesla
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Sep 2, 2018 19:51
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Ultraklystron posted:Elon Elon!
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Sep 2, 2018 19:56
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that little ditty is right up there with sagebrush’s lionel hutz business card edit, imo.
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Sep 2, 2018 19:58
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Ultraklystron posted:Elon Elon!
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Sep 2, 2018 20:00
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ate all the Oreos posted:lowtax whatever you do don't accept a new spine from elon musk, it'll be made of cast aluminum and cause you to involuntarily run full-speed towards the nearest fire truck 
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Sep 2, 2018 20:26
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Rex-Goliath posted:i don’t think it’s possible for them to recover at this point their debt is going to kill them.
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Sep 2, 2018 20:54
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what exactly is the value of equity in a business that has never turned a profit? like, they were valued higher than ford at some point, but not only can they not manufacture vehicles profitably, they just plain can't manufacture vehicles. why would you want to own a pile of technical debt and recalls waiting to happen?
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Sep 2, 2018 21:01
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i think someone else itt mentioned that their drivetrain stuff is pretty good. spin that off maybe?
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Sep 2, 2018 21:05
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infernal machines posted:what exactly is the value of equity in a business that has never turned a profit? like google for 'tesla dcf model' if you want to see the maths. i dont agree with it, but it's not particularly weird in and of itself - lots of other 'growth' companies have gotten similar optimism in the past. some of the them worked out, some of them didnt
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Sep 2, 2018 21:08
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be warned that there's usually a lot of fudging in dcf models, since it's embarrassing to come out with a modelled share price that's an order of magnitude out from the actual share price. models for companies like tesla where all the value comes from the distant future are especially sensitive to the growth rate you choose e: as one example, this 2017 seeking alpha forecast i pulled from the first page of google uses 70% growth for the next five years and still comes in $150 too low coffeetable fucked around with this message at 21:13 on Sep 2, 2018 |
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Sep 2, 2018 21:10
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broadly i get it, i'm just saying unbridled optimism despite a lack of evidence is one thing, unbridled optimism in the face of directly contradictory evidence is just stupidity.
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Sep 2, 2018 21:13
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President Beep posted:i think someone else itt mentioned that their drivetrain stuff is pretty good. spin that off maybe? what are some outstanding features of their drivetrain? i figured motor control was a solved problem and any marginal improvements would be available to anyone who wanted to pay more for slightly more efficient electronics. totally not my field though so i don’t know.
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Sep 2, 2018 21:13
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President Beep posted:i think someone else itt mentioned that their drivetrain stuff is pretty good. spin that off maybe? too late, everyone else started up their own drivetrain and battery projects and have quickly closed the gap. Tesla could have largely owned the market but lol Elon. Shifty Pony fucked around with this message at 21:22 on Sep 2, 2018 |
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Sep 2, 2018 21:13
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yippee cahier posted:what are some outstanding features of their drivetrain? i figured motor control was a solved problem and any marginal improvements would be available to anyone who wanted to pay more for slightly more efficient electronics. totally not my field though so i don’t know. using cheap COTS batteries and good thermal management IIRC
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Sep 2, 2018 21:15
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infernal machines posted:broadly i get it, i'm just saying unbridled optimism despite a lack of evidence is one thing, unbridled optimism in the face of directly contradictory evidence is just stupidity. in the extreme, you could write tesla's market cap as 75% bankruptcy, 25% toyota v2.0. coffeetable fucked around with this message at 21:22 on Sep 2, 2018 |
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Sep 2, 2018 21:17
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yippee cahier posted:totally not my field though so i don’t know. same here. i was just recalling what someone else had mentioned. guess this is how rumors get started! 
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Sep 2, 2018 21:18
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Shifty Pony posted:too late, everyone else started up there own drivetrain and battery projects and have quickly closed the gap. yeah, the problem with their growth model is it forgets that everyone else already knows how to build a car, profitably. there's no magic sauce to building an electric vehicle the competition can't develop, but tesla apparently can't quite get the nuts and bolts of building actual vehicles together. their balls to the wall push to build 80% as many vehicles as the NUMMI factory used to pump out every week resulted in approximately 700 cars that didn't fail QC.
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Sep 2, 2018 21:18
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Shifty Pony posted:Tesla could have largely owned the market but lol Elon. they had a multi-year head start that theyve almost entirely frittered away on falcon doors and child rape submarines
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Sep 2, 2018 21:23
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coffeetable posted:in the extreme, you could write tesla's market cap as 75% bankruptcy, 25% toyota v2.0. more like zastava motors v2
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Sep 2, 2018 21:27
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yippee cahier posted:what are some outstanding features of their drivetrain? i figured motor control was a solved problem and any marginal improvements would be available to anyone who wanted to pay more for slightly more efficient electronics. totally not my field though so i don’t know. the basics are easy, the details take a while to iron out. everything like getting battery cooling just right, figuring out exactly how much to heat the batteries in cold weather, perfecting inverter control in all environmental conditions, getting a good transition from purely regenerative braking to mixed hydraulic and regenerative braking, and so on. a car is overall a very hard environment to design for because of just how variable driving is and how much people go by "feel" so everything takes time and a lot of test miles. Tesla had a couple years of head start getting those tricky bits figured out and absurd amounts of data to guide future designs thanks to big-brothering their cars. automakers would gladly have spent lots of money to avoid having to invest that time and risk their competitors bringing a product to market first due to getting a lucky early breakthrough. instead elon spent a year on doors that open the wrong direction and who knows how long on other poo poo.
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Sep 2, 2018 21:55
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