Tesla Talk 2

2 things from my bingo card -

“Musk anticipates that half of the US population will have access to the robotaxis by the end of this year (a goal that seems unlikely given the regulatory hurdles for driverless cars). Musk added that Tesla is being “extremely paranoid” about safety.”

“As for politics, the CEO has said he is not yetdone with Washington and is now starting a new US political party called the America party.”

the SP popped almost 50% off the bottom when he confirmed he was leaving Doge and returning to managing the companies.

We knew he was lying, but it’s interesting to hear him actually say it on a financial call for one of those companies.

If you were famililar with his historical predictions, you shouldn't be disappointed. His comments were added to the rest the rest of the pile. It will continue to grow.

Thats been the plan for a long long time.

similar to the ‘iphone killer’ about 10 years ago, the ‘Tesla killer’ mantle is already dying out, with Tesla’s share of the worldwide EV market dropping below 10% in 2025, and they are by far no longer the key innovator in the space.
9 out of 10 EV buyers choose something else, even though Tesla’s are generally best in class and well priced. I happily maintain that the totally base €37k m3 rwd is the best all round vehicle for sale, Bev or ice, albeit my own eye is turning towards the ID3 GTX, and stay in the VW network.

Yep. When I got my M3 at the end of 2020 kids were still fascinated by seeing a Tesla. Two years later they were 'meh'.

I only use the 9/10 analogy because Apple have a far more dominant position in the EU, NA and Chinese markets, but new android smartphones are never referred to as an iPhone killer, and haven’t been for many years. Markets simply settle down, and yes indeed no one brand could maintain such a dominant share

Tempting at just over $300

I believe volumes traded were actually high (150+m shares which compares with 85m daily average for previous 10 day average, 101m for previous 30 day average) , well above daily averages suggesting that Institutions were active in expressing their negative sentiment to the Investor call/Tesla financials

Not today or tomorrow but a heat pump is probably the way forward in the future once the oil boiler goes. Need to work out the logistics and the insulation requirements, have good insulation but might need more

I got the walls pumped and the attic was done before we moved in, we have a flat roof I'll probably tackle next

I probably wouldn't have the knowledge or expertise to retrofit it myself but yeah agreed that for the moment keeping the oil going makes much more financial sense. How likely is that to change in the coming years though? Carbon taxes are only going one way

Looking at the second EV in the car, a 2018 Nissan Leaf 40, the mileage on that is getting high so maybe in a few years that could serve as another battery pack, certified installation for them seems to run to about €3k so that's just another option being explored and which will be explored for some time to come

I used to think that myself. Simply because I was ignorant of how they work. Like most other people. It's just a matter of sizing the system right and accepting that there is not a one size suits all SCOP coming out of it. In a brand new near passiv haus standard, you will easily get 5 with underfloor heating. In an uninsulated Victorian home, maybe 2. That's with air to water systems