Talking Tesla

The team covers a lot of ground but the key message, get involved at your local level and you will create change...Support the show

Breaking News:  ELON Opening up FSD BETA Program (on Twitter)Why do we not know how many people are in the beta? 10x is kinda meaningless without that data. Watched an interesting video, https://www.youtube.com/watch?v=q0pAOist3UY< showing an intersection and unprotected left turn when the opposing driver did not take the right of way and was an indicator of how the FSD reacts to that. Missed an entrance to a driveway and navigated to the next driveway Attempted to drive FSD into a self wash - Successful or not? Guesses from the boys!! Interesting edge case - can you guys think of any others like this? Does not slow down for the dips and bumps in the road - Would that be a warranty repair? Interesting thing to discuss. Delivery Truck double parked - How did the FSD do here? Will Robert be getting FSD beta?When Tesla expanded FSD beta from social media influencers (was in 2-phases, 20 then 100) to all Tesla Owner Club leadership in early November 2020, expected users would increase from 100 -> 1,000. I d

OS VERSIONS:Mel Model 3 = 2020.48.35.11 Model S = 2019.16.2 Model Y = 2021.4.6 Tom Model 3 = 2020.48.35.5 Please updateModel S = 2019.16.1.1Robert   2020 Model 3 = 2020.48.35.5  current as of 02/19/2021Joel Model S = N/A  :-(  TESLA,THE STOCK & EV STORIES:Tax Breaks for EVs in USATesla to Start Making Cars in India, Targeting Vast Market https://www.bloomberg.com/news/articles/2021-02-15/tesla-to-start-making-cars-in-india-targeting-sprawling-marketAUTONOMOUS DRIVING:https://www.teslarati.com/tesla-autopilot-fsd-drives-to-service-center-no-intervention-video/https://www.youtube.com/watch?v=Hb9HL9-jXBQ&feature=emb_logoSUPERCHARGERS:https://www.teslarati.com/tesla-norway-supercharger-queue-fix/ Supercharger Update:Thank you to supercharge.infoLast SC Update:  Since our last BIG show, Supercharger activity includes:Open9US: (Fl, NJ, CO), Sweden, Italy, France & GreeceConstruction24Permit17TodayLast ShowTeslaStations:2,418(2079)Stalls:21,819(19,409) Electrify America (funded by Volkswagen’s penalty mo

Highlights/News/EventsReformed Bitcoin miner: Elon Musk’s $1.5 billion bet is ‘crazy’ https://fortune.com/2021/02/13/elon-musk-tesla-bitcoin-bet-1-5-billion-alex-pickard/“Few observers are better qualified than Alex Pickard to assess Elon Musk’s decision” to channel $1.5 billion of Tesla’s corporate cash into Bitcoinhttps://ycharts.com/indicators/bitcoin_average_transaction_feeSOLAR & RENEWABLE ENERGYhttps://www.texastribune.org/2021/02/16/texas-wind-turbines-frozen/ andhttps://www.bbc.com/news/world-56085733 Jenny Chase, Bloomberg analyst, predicts up to 194 GW of solar this year https://www.pv-magazine.com/2021/01/20/jenny-chase-predicts-up-to-194-gw-of-solar-this-year/?fbclid=IwAR3t1YhrWkHLJfoHef15lrDtfN2SGMDdewEf1X-w0pfavynGIPEf8S88gjUAverage module prices fall a further $0.02/W to $0.18/W this year with the Chinese government, removing all obstacles for new investments (will this flair up anti-chinese sentiment re. Flooding the solar PV market? And in that anticalitalistic?https://en.wikipedia.org/wi

FinancialsMargins miss by about 20%Zac: one time chargesEmployee Stock increase and Stock based compensationBonds coming due which converted to stocksS and X refurbIf excluded above, would be better than previous quarterRisks for this year: Global Semiconductor marketOther Covid impacts could affect themCould look at Tesla as revenue/cell output and it’s value as a companyThey’ll excel because of efficiency and want all cell manufacturers to produce and sell to them. Will buy as much as they can sendRegulatory credits could be the same could be lowerGrowthExpect 50% growth for the next few years or more Elon: The market undervalues FSD revenue stillBecause of cash on hand, will move faster on:Service centersSuperchargersManufacturing?Products?Some human capital limitations but still expect above average growthFSDStatusStill moving towards 360 Cameras views for all parts of the codeThings are on trackExpanding the beta programRegulatoryChina will be allowing level 5 later this yearEU is barely allowing level 3

SHOW NOTES: TT 191Best New EVModel YTaycanVW ID3VW ID4Mach ETop Space StorySpaceX launches 26 rockets SpaceX Crew 1Chang’E 5 Moon MissionBoeing Software FailureSN8 best flight of the yearJAXA Touch & Go missionBest Announced EV Tesla Model $25kGM HummerBuick LyricAptera EVCanooZooxArchimotoWhere’s Rivian?Biggest Battery Announcement Costs reductions at Tesla Battery DayLG signs massive ~$10 billion deal to make batteries in IndonesiaTesla battery researcher shows new test results pointing to batteries lasting over 2 million milesBattery startup backed by VW and Tesla cofounder JB Straubel QuantumScape (QS) goes publicMicrosoft will be carbon negative by 2030https://blogs.microsoft.com/blog/2020/01/16/microsoft-will-be-carbon-negative-by-2030/Apple commits to be 100 percent carbon neutral for its supply chain and products by 2030https://www.apple.com/newsroom/2020/07/apple-commits-to-be-100-percent-carbon-neutral-for-its-supply-chain-and-products-by-2030/ ITC extension (Solar investment tax credit)A spendi

Highlights/News/EventsHow to watch the Jupiter and Saturn 'great conjunction' of 2020 https://www.theguardian.com/science/2020/dec/15/how-to-watch-the-jupiter-and-saturn-great-conjunction-of-2020On Dec 21st Jupiter and Saturn will appear closer to one another and brighter than they have in 800 years an event known as a “great conjunction”TESLA,THE STOCK & EV STORIESPlug-in hybrids in new emissions scandal as tests show higher pollution than claimed https://www.transportenvironment.org/press/plug-hybrids-new-emissions-scandal-tests-show-higher-pollution-claimedAUTONOMOUS DRIVINGLas Vegas approves Boring Company’s Loop transport system with Tesla vehiclesHere’s a map of the next stop, The Wynn: https://www.teslarati.com/wp-content/uploads/2020/12/wynn-to-lvcc.jpg BATTERIES, GIGAFACTORY, ENERGY STORAGERumor: Tesla Giga Berlin Will Soon Receive Model Y Prototypes with New 4680 Tabless Cells & Structural Architecture https://www.tesmanian.com/blogs/tesmanian-blog/tesla-giga-berlin-will-soon-recei

At it again...Support the show

Joel interviews Eric Berger from Arstechnica they talk about the new administration's impact on NASA and commercial space providers like SpaceX. He delves into the future of SpaceX and his upcoming book Liftoff: Elon Musk and the Desperate Early Days That Launched SpaceXSupport the show

Highlights/News/EventsDinosaurs could have survivedhttps://www.cnn.com/2020/11/18/world/dinosaur-extinction-intl-scli-gbr-scn/index.html?utm_medium=social&utm_source=twCNNi&utm_content=2020-11-22T21%3A31%3A03&utm_term=linkDinosaurs were doing well and could have continued to dominate Planet Earth if they had not been wiped out by an asteroid, new research has found.Timeline of all software updates: https://www.notateslaapp.com/software-updates/ BATTERIES, GIGAFACTORY, ENERGY STORAGEIndonesia to woo Tesla investment in push to become battery superpowerhttps://ca.reuters.com/article/us-indonesia-president-tesla-exclusive-idCAKBN27T13Q What Indonesia's labor reforms mean for workers' rights, the environmenthttps://www.dw.com/en/indonesia-labor-reforms-hit-workers-environment/a-55204313Tesla Israel:  Tesla Energy is setting its sights on another market that’s ready for a battery storage disruption https://www.teslarati.com/tesla-megapack-batteries-worldwide-invasion/Tesla in the UK: Tesla (T

Title: Tesla Could Be a 3 Trillion Dollar GiantDescription: Joel interviews wall street analyst Pierre Faragu about Tesla’s future, and get his thoughts about what makes Tesla so competitive and who he thinks will win autonomy. See a full breakdown of the Pierre’s analysis at:https://www.newstreetresearch.com/download-page/tesla-a-decade-of-hyper-growth-ahead-call-replay/ Get in touch with Pierre at : info@newstreetresearch.comShow notes:https://docs.google.com/document/d/1t1EabqiZJ9lilF4eRZOZ1Oe-Xc9Tzgq8s0yqwdFV3QU/edit?usp=sharingSupport the show

Tesla Daily Rob Maurer is all about Tesla as a stock - Joel gets his thoughts.Support the show

We do a play by play of yesterday launch and the such! Support the show

Highlights/News/EventsThe US And The Paris Climate Agreement: 5 Things To Know https://www.npr.org/2020/11/05/931837310/the-us-and-the-paris-climate-agreement-5-things-to-know The U.S. has emitted more cumulative carbon dioxide into the atmosphere than any other country since the industrial era began in the mid-1800s.Joe Biden has promised to rejoin the agreement "on day one" if he wins the election, putting us back in after a UN imposed 1-month cooling off period. Mark to the rescue! Though not for Tom, for Talking Tesla NationRPM Tesla sells a Tire repair kit that is more complete than the Tesla Tire Repair Kit (sells for $80)RPM’s kit https://www.rpmtesla.com/collections/wheel-accesories/products/tesla-titeseal-flat-repair-kit-69-with-20-off Mark’s kit includes a Compressor you plug in o the 12v socketTITESEAL Fix a flat inflation can for a slow leak or a rim leak andPlugs you can insert in a punctured tireAs always Mark made an instructional video https://vimeo.com/462514398Tesla,The Stock &

The lads start 185  talking about spare tires...upsetting. It gets better, really it does! Mel missed this one...it is probably why this show starts slow...yes, Mel wrote these notes (very insecure).Support the show

Joel interviews Kim Paquette a FSD early access user! Great insights from this remarkable time in the history of driving (or not driving)!!Support the show

Joel officially joins the podcast and the team reviews Q3 earning call. Lots of great information and some very questionable accents and it gets heated at times as we try and work out the end game...Support the show

Sandy Monroe: https://www.youtube.com/watch?v=G_yp1jJMDPg and https://www.youtube.com/watch?v=9l6DPwKHWpY  and https://www.youtube.com/watch?v=GkQga-mzO4Y Support the show

Join Mel, Tom, Robert and special guest Joel for their take on Battery Day!Support the show

The boys are at it again...so much to talk about, so much speculation that will be wrong...Support the show