Where did it all go wrong for @markbspiegel? A deep dive on his Tesla history $TSLA $TSAQ
2013 - Mark is Short on Tesla early July.
He publishes 3 Seaking Alpha (SA) articles in the 2nd week of July
July- Claims Panamera E / BMW / Audi /Merc plugin will outcompete Model S
@broudsov@SawyerMerritt@TimHundley4All@Tesla If you’re thinking of doing this check local laws. It’s likely illegal to fit tyres that are not rated for the vehicle top speed, winter tyres may have an exception. Also tyre fitters may refuse to fit them.
@crentsch Good work on the underlying maths. The numbers didn’t pass the sniff test anyway.
Consider the cost of fuel for this tiny one aspect of a battery pack compared to the price of a finished pack.
@SearchScene You don’t have a real USP. You still collect / store / aggregate / sell / rent my data? No thanks. To persuade people away from Google you need something compelling. Duck duck go anyone?
@grumble209 @DJSnM Tesla - a publically listed company that make vehicles and stuff, and hold some of their liquid assets in Bitcoin.
SpaceX - a privately held company that builds rockets and (every likely!) don’t hold Bitcoin.
Tesla ≠ SpaceX ≠ Elon Musk
@torybruno Is that United Standard Whale, or Universal Standard Whale?! Would not want United making its own standard where their whales are smaller! 😂
@_blorft @marc_benton@ElectrekCo@fredlambert Does conventional autopilot allow a pilot to turn it on then disappear to chat up the flight crew? NO! It is a pilot aid that automates some functions under strict supervision of the pilot.....that’s exactly the same as Teslas AP. The car did not have FSD.
2014 cont
Sept 17 - "Conclusion: even if Tesla were able to grow as quickly as Microsoft did in its prime (an absurd scenario for a non-monopolistic, non-software company) it would produce only 186,000 cars in 2020."
@StuartMeissner @gwestr I’ve read the publicly available documents filed in relation to Martin Tripp.....all I can say is good luck! 😂
Mostly a bunch of unverified hearsay!
If you’re so sure of the punctured cells just track down one of the VINs, buy it and have an independent strip down the pack....
@KaedeLynn@SpaceX 90% dissipates heat over a much larger area.
9% increases deceleration due to increased surface area.
1% less fuel needed for landing burn