~ Elon's World - Tesla becomes mining co. & battery maker - then sues Trump Administration on China tariffs ~

Broxi

No Lives Matter, Sorry
Jul 24, 2012
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Rocket launches will never get old. It's exciting to see every time, regardless of what the mission is.
They just seem so effortless for SpaceX now... you lose track of the complexity of landing a booster upright on a moving drone ship in the middle of the sea.
 
Jun 6, 2013
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They just seem so effortless for SpaceX now... you lose track of the complexity of landing a booster upright on a moving drone ship in the middle of the sea.
True. The rate at which all of this is happening is pretty crazy. It'll only get more exciting if/when we start doing more maned missions, whether to the moon or Mars.
 

BigBone

Sugalowda!
Jun 13, 2012
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Five years ago a booster landing by itself, polished a jiffy and sent back up on operational missions sounded nuts, now it's routine. Really makes a difference when you have someone really wanting to make a difference, Elon could half of world industry. Really interested where Neuralink / brain surgery and Tesla Autobidder / energy goes, and lets see what come off with CureVac - after being cuntish on Covid (but being right that panicing and not producing goods creates far bigger problems than the virus itself), it would be somewhat Iron(ic) Manic to come up with the vaccine.

Also in the interview above, Musk suggested major factory and car redesign so Model Y for Europe (with super-advanced pain shop) could look vastly different than the not-so-exciting-looking US one. Matter of fact, Model X & S could also use a redesign or at least polishing and modernizing, which will likely come with the Plain power train and million mile Roadrunner battery... Then I suspect a Chinese and European Model 2 with cheap Tesla batter and 250 milesish range... of course Semi, Cybertruck and Roadster in the meantime.

This is also the 2nd time in short succession that Elon talked about batteries and electric jets, I think they might announce one in 3 years, perhaps even sooner. Crazy times, but at least there's stock price correction and getting back under $400B cap. Now way that price is yet justified, and I guess some of us need some buying opportunities after missing one this Covid round 1 at 5th the price. Shit. BTW, road closed but no pad venting yet for SN6 hop.

 

BigBone

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SpaceX footage. SN6 hop was much smoother according to Elon, who apparently wore some local roofing ceremony outfit yesterday to cover that beer belly

 

Broxi

No Lives Matter, Sorry
Jul 24, 2012
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SpaceX footage. SN6 hop was much smoother according to Elon, who apparently wore some local roofing ceremony outfit yesterday to cover that beer belly

Wow, it moved laterally much more than it appeared to in the shot Tim showed in his stream. I assumed it had just went up and back down roughly in the same spot.
 

Broxi

No Lives Matter, Sorry
Jul 24, 2012
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I still feel like Teslas are a bit on the high end price wise for the model you get in Europe, I'm hoping these Giga-Factories boosting output brings the cost down where a Model X & Y are comparative with a family hatchback like a Focus and a Model 3 is the equivalent of Merc C220D.

I know you can justify it by offsetting the annual fuel cost but still... I think they need to be competing on an upfront cost basis against similar chassis type and feature set vehicles on the market.
 

BigBone

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Jun 13, 2012
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I still feel like Teslas are a bit on the high end price wise for the model you get in Europe, I'm hoping these Giga-Factories boosting output brings the cost down where a Model X & Y are comparative with a family hatchback like a Focus and a Model 3 is the equivalent of Merc C220D.

I know you can justify it by offsetting the annual fuel cost but still... I think they need to be competing on an upfront cost basis against similar chassis type and feature set vehicles on the market.
I think $100B market cap is justified today, $200B has Tesla cars' future growth coded into it, $300B large Tesla energy business & huge battery breakthroughs, but $400 billion... waaay overpriced IMO, but great opportunity for anyone investing at 1/10th or 1/5th market cap to get paid, or in HyperChange's case, pay for a Tesla via a few stocks, those cars have the best resell value on the street today.



Anyway, stock price today is still clearly more realistic than the $17 tag notorious short seller and almost broke Gordon Johnson has it for it. In fairness, he shows his face on Rob Maurer's Tesla Daily Podcast and shares his bear thesis, only it's just the same repetitive stuff from 3 years ago and he had his wealth decimated since then on the short position. Anyways, good stuff if ur into Tesla financials and Rob remains open & respectful, even in the many obvious cases he clearly has far more substance behind his points.



Yeah, SN6 power slides a lot due to the off-center installation of a single Raptor. It's only temporary, once they hop a 150 meters more or two and things are refined, SN8 comes with 20 km flight and 3 Raptors without such power slide. Elon also said they started manufacturing Super Heavy rings, now that'll be a sight! Even its launch pad will be HUGE! BTW, SN6 is still venting LOX...
 
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BigBone

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BREAKING: S&P500 does NOT include Tesla into their index despite meeting criteria

This is quite the surprise tho it's still a private index and sometimes it takes more than one quarter to get included. Still strange considering Tesla is now the largest auto and one of the largest energy companies on the planet. Luckily for them, Q3 & Q4 appear to be profitable with improved car sales tho with the new factories, more expenses are also expected, so it might be toight. Anyways, Etsy, Catalent and Teradyne get in (anyone heard of them) and Tesla, bigger than those combined does not. Next S&P500 inclusion round comes this December.



In space news, SpaceX has unveiled the vacuum-optimized version of the Raptor engine, and it's HUUUUUGE! Remember that the current Starship prototypes under testing are only the upper stage that will use three sea level optimized Raptor engines and three for vacuum with much larger nozzle. The Super Heavy first stage booster will use 28 (!) Raptors however and first prototype is under construction.
 
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BigBone

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Cool comparison between Starhopper, Starship SN5 and Starship SN6 150 hops:



The roads are open and SN6 is ready to be replaced by the SN7.1 test tank which will be over-pressurized to bust. The idea is to check if the new 304L stainless steel alloy structure is an improvement compared to previous variants.



No word if SN5 or SN8 follows SN7.1, but work is advanced on SN9 and started on SN10 and Super Heavy SN1 so no slowing down. Also notice how two of the six SN6 legs were deformed upon landing the other day and one pretty heavily crushed, hence the Leaning Pisa tower effect.





 
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BigBone

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Tesla is down 15% as expected as S&P 500 didn't include them in this round, however there's still a chance they'll do it before upcoming quarters, even this week if it's all just some restructuring. Aways, September is a good month for tech stock sell-off and price is getting more and more attractive to buy. A bad quarter would certainly push it down enough for buying opportunity, but don't quote me or bet on that, numbers are expected good. Also, battery day may end up subdued to not oversell future product tech and hurt current gen sales, we'll see.
 

BigBone

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The Lucid Air is here and it's awesome!



The Model S competitor that's kicking Tesla's but at this time will release next Spring in 2021 in the Dream Edition, the highest end variant with 1080 horse power equivalent, 0-60 mph in 2,5s and quarter mile in 9.9. It will cost you a buck at $169k :yikes yet it's equipped with very advanced tech, lots of luxury, an executive option and 503 miles of incredible range with a 113 kWh battery pack, which means the drive train and the whole electronics will be incredibly efficient.



The Grand Touring model follows a bit later at $139K, 800 HP, 3s to 60 and 10,8 for 0,25 mile. It's also have 517 miles! Then Touring version at the end of 2021 at $95k, 406 miles, 620 HP, 3,2s to 60, 11,4 to quarter. And the regular Air will cost "below 80k" but will only hit the market in 2022 with no specs announced - I guess 2021 will all be about market adoption and if interest is there, the far less profitable version will follow, this is how Tesla does business.



The best thing is all versions getting up to 300 miles of range in 20 minutes of super-fast charging - providing you have access to the extremely rare charging stations that support that level of throughput. I reall like the front design tho due to the Tesla-type full glass on top, the side is not all that elegant. The back is okay. It definitely looks better than the little long-in-the-tooth Model S, especially from the inside.



Lucid is also teasing Gravity its first SUV that will come some years later probably, but anyways, looking better than the Model Y (which is not really an SUV but a crossover, but with very Model 3y looks.



I'm really glad CEO Peter Rawlinson and Lucid came through (saved from bankruptcy via the Saudi Public Investment Fund), we need all the great EV publicity and actual products to kick ICE butt. Of course while the Air may be the Model S' competition, being a much pricier vehicle at least till 2022, it won't really affect Tesla sales, S is down anyway. Elon's answer comes on the 22th with the Plaid power train, million mile Roadrunner battery and hopefully lots of interior and exterior design change. Also probably a track optimized version too with lots of spoilers, so I can't wait the two to go H2H.



One thing to consider tho: manufacturing from scratch turned somewhat difficult for Tesla for several years, so it won't be easy for Lucid to come up with a perfect product. The easy part was the design and tech, the hard will be the manufacturing at acceptable top-end quality.