Comments by "Bo McGillacutty" (@Mrbfgray) on "BestInTESLA" channel.

  1. Love your style Sir, one of the best in the biz. :D (including content of course)
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  2. It has been their best seller.
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  3.  @danielstapler4315  I don't care what one likes or not, reality is what it is.
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  4. Peter Rawlins said a yr or so ago, "production hell" is strictly a Tesla phenomena. :D (don't think he'd repeat that now)
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  5. I check it most days but it never determines my mood, real company conditions influence me and those are solid for Tesla.
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  6. Perhaps VW bounced a check to Alex.
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  7. Whatever moves it doesn't make now will add to whenever it breaks out....I stopped trading TSLA in 2018, just bet the ranch on it long term, but it looks ripe for a rip.
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  8. Expected to optimize tradeoffs between mass energy density and thermal management and can be used as structural element. Common form factors are much smaller, relics of consumer electronic applications and less suited for large packs. Also Tesla is struggling with dry fabrication process as apposed to established wet with toxic solvent method, dry process supposed to dramatically reduce production line footprint, CapX and eventually accelerate production rate. Some 90% of wet process footprint is just for drying the cells and capturing solvent vapors. Naturally you'd expect fewer larger parts means fewer problems, better reliability. How it all pans out remains to be seen, Tesla continues to use multiple form factors but the semi and CT as well as structural batt pack Y's all require 4680s, a lot is riding on them.
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  9.  @nordic5490  I wasn't making a judgment on software or safety, it was a question. But your anecdotes don't tell the story, with AP active Teslas are roughly 10X safer than when not active. Investigations happen constantly even completely inane ones spurred by ignorant or self interested parties making racket, or legit, OR just to maintain the elusion of regulatory relevance. Oz is even dumber then America in some ways, FSD a good example of that. More ppl will die by delaying that progress but reality need not guide policy.
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  10.  @DCGreenZone  I'm asking YOU. Be specific or you're just expressing childish emotions and indoctrination.
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  11.  @ken-mb5cp  Good point. American Co.s did get schooled tho and did advance significantly from the competition. Agility doesn't seem to have penetrated the Old Guard at all yet. It's healthy creative destruction for them to be replaced and the union mafias to go down with them. 100 yrs is a long time for any company. I came from a time when Sears was nearly indispensable in rural America, now forgotten and not missed. Amazon is infinitely better.
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  12.  @ken-mb5cp  Hence what we've been saying since the stock rocketed and all the predictable opportunists came out to fleece the naïve and reckless: "Tesla is the next Tesla." Others may eventually reproduce aspects of the culture in many industries but I agree. Elon is transforming far more than just sustainable energy but also what a CEO should be, fundamental ways to run a biz from trivializing job classifications and college degrees to hierarchy nonsense and even how to value a stock. (AMZN broke a lot of ground on the stock market front) Deff believe Elon is crucial to further speed, vision and progress, however Tesla and SpaceX would continue to thrive for decades without him, just not as much.
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  13.  @rickhammond2473  Don't know don't care about Porsche. Yeah Apple has (if memory serves) some 20% of the market and 60% of the entire industry profits. Tesla currently has near 100% of the BEV profits, obviously that can only go down but taking around half entire global profits seems likely in, say 10 yrs.
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  14.  @ZeusBullyMax  Sarcasm doesn't always transmit well with text, added winky face but....oh well.
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  15. I went all in starting around $12 in 2019, considered selling my fave car for $40k when it was last around $100/share, knew that wasn't sustainable and didn't have much else to invest.
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  16. Whatever the market will bare, S Plaid already in BMW M price range.
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  17. This is the sort of crap that makes me grateful they left Tesla out of the dog and pony shows of this nature, Elon is too good to mix with these folks.
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  18. Buy some TSLA and get those silly thoughts out of your head. ;-)
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  19. Must be an AI deep fake of Lars--he never does vid this short.
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  20. Repeated LITTLE THINGS MATTER....great take on the charging experience. The diff between 2 vs 20 seconds here and there plus the token fuss matters.
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  21. G is corrupt too.
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  22. Good to see the numbers here, nice job! How much did Tesla make on the project??
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  23.  @billcichoke2534  I hope you have shorted TSLA for all your worth, if you have the confidence, the conviction you pretend to. Otherwise your just another cheap talking child on YT. BTW--You have NO IDEA what your talking about on any of this. It's mindless criticisms and shorties like you that have made me such great gains in TSLA, go ahead and bet against me!
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  24. Have you really not noticed that every auto mfg on the planet worth mentioning is scrambling to produce an EV half as good as a Tesla? Even poor folks like you will be driving them soon because they will be the most economical available on the low end, and the best cars ever in the mid to high end. Your childish prejudices against "greenies" are going to cost you if your an investor, otherwise your just spotlighting your stupidity.
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  25. VW got as far as that rhetoric to sound adept, actually changing culture is another thing tho.
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  26.  @brunoheggli2888  It's leading the global BEV market and ICE are obsolete. Small in terms of profits?....nope--earns more than Toyota let alone BMW, VW, or Merc. All the legacies are in deep trouble. Small in terms of growth rate? How about plus 50% vs the legacies shrinking every yr. Still love my 'old' BMWs but don't see how they can make it thru this decade either. Maybe the big three German brands can merge, reorganize, etc., and survive the decade in some diminished capacity.
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  27. Nothing wrong with business failures, especially old staid complacent ones laden with lazy habits and corrosive unions. If the USA still has anything going for it, it's that. In rural America we relied on Sears for a century, no one even remembers them now.
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  28.  @geiers6013  VW is also more demand constrained I believe.
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  29. Mary Barra is as much the comedian as Biden.
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  30.  @jemtec1  YES. Great time to exist on Earth. :D (or beyond)
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  31. "Probably in a few months" was most likely an accidental tweet meant for another thread.
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  32.  @lighthousesaunders7242  Perhaps but the 'barriers' to achieving such a culture are as much a moat as anything else. (not interested in a semantics discussion)
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  33.  @davidbeppler3032  This speaks to rampant corruption and resulting poverty which the USA is currently doing a good job emulating. Not really about a particular type of vehicle.
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  34.  @markplott4820  Better for the government to stay out of it entirely if they can't do it right which would have been a carbon tax. Picking specific winners and losers has always been a disaster when governments do it instead of the market place, like the corn ethanol travesty or Cali's laughable hydrogen program. BEVs are set to take over regardless.
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  35. Warren Buffet: "'The stock market is a mechanism to transfer wealth from the impatient to the patient.'"
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  36. Turns out that the rarified Woke-air in my Commifornia is indeed more slippery than German air.
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  37. Germany needed all those cleared trees just to produce all the bureaucratic paperwork for Tesla's factory.
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  38. I wonder what the entire cost of painting is.
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  39. Some reports on BWDs driving experience are poor. Is it FD? (front drive) I wouldn't pay more than Chevy Bolt prices for rubbish FD. Also missing here is software and safety considerations.
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  40. Bob Lutz is a likeable character, major props to Elon for staying friendly with him despite his predictions of Tesla failure.
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  41. You are allowing legacy media to control your mind, it's all noise, all propaganda all the time. Learning to distinguish noise from signal isn't easy but necessary. TSLA has suffered 30 to 60% drops early yr, every yr for last 5 yrs. How short our memories are.
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  42. Shorting is generally good for markets and shorties have made many of us a fortune, welcome them.
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  43. We have full size fire trucks going out on "I fell and can't get up" calls, pure insanity--simply switching to minivans would be a massive efficiency improvement.
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  44. Yeah? Which conspiracy theories?
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  45.  @bruceyung70  I didn't even bother with much of this vid, but it does seem Japanese automotive is going to be crushed this decade. GOOD on them for doing outboard boat engines, motorcycles, small generators, aircraft and whatever else. Top shelf stuff. But those sectors will also be transformed away from ICE to a large degree. They apparently are NOT planning on being players in the automotive space much longer.
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  46. People keep thinking "spending real money" automatically indicates future ROI, it does NOT
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  47.  @tomich20  They will offer smaller sections for replacements, repairs will be similar to current methods, cut off damaged section and replace with partial section. Of course independents can also harvest parts from totaled cars just as has been done forever--front end damage totaled car?...use the rear for parts.
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  48. Let all the rest ICE up the ying yang, long time TSLA long perspective. HA!
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  49. It may slow down legacies urgency but not overall transition. Politicians are virtue signaling and/or ignorant, they want credit for a revolution they had little good to do with. Mandates will indeed prove irrelevant. Mandates also rightly cause backlash against BEVs so probably do more harm than good.
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  50.  @mlevesque33  Did he short the shit out of AMZN? Slow learner along with his followers.
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