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

  1. @ I guess that part paid off, no? Anyway it's healthy creative destruction, old Co.s become slow and inefficient. For over a century rural America relied on Sears and a few smaller similar Co.s, no one misses them now.
    1
  2. New Audi in 2024? The market will be different by then.
    1
  3.  frankie lee  Be interesting to see when they can make money on them. I suspect they will eventually unlike legacies.
    1
  4.  @marcelburghart9739  You can't even talk right. Get back to me when you can think clearly.
    1
  5.  @brunoheggli2888  Yeah let your emotions overrule reality, that's always a recipe for success.
    1
  6.  @brunoheggli2888  Yeah some of those other cars are good but how long can they lose money on every sale and other than Asian brands and Tesla the software is rubbish.
    1
  7.  @brunoheggli2888  Lol. BYD not even close but close to breaking even on them that's better than legacies. Yeah I've made a modest fortune on TSLA because I don't let emotions control me like most ppl here obviously do. "Let your winners run."
    1
  8. When they are talking cell power/energy being 6X/5X they are comparing to much smaller cell, NOT a new cell size cluster of old cells. In other words--this is not a measure of crucial energy density without volume change factored in. I think the previous page with 50% plus metrics are much more meaningful. They certainly are not making an equivalent batt 5X smaller or lighter. I don't think they reveled charging rate specifically just that it would be faster, I'd be surprised if it's 2X faster but what do I know.
    1
  9.  @davidbeppler3032  $300M I believe. What a farce, as if there weren't enough red flags that'd have been it for me. He always struck me as dubious at best. Looks like he'll get away with it unlike Trevor Milton. It was all so predictable after TSLA rocketed, all the opportunists came out to scalp the naïve reckless gamblers. Amusing if a tad sad. Losers asked for it but I hope they learn useful lessons and don't just get blown out permanently.
    1
  10. GJ will get excited about September--"Exports from China COLLAPSE!"
    1
  11. NO such thing as FREE--but yes it will be the cheapest in history eventually.
    1
  12. Tesla won't have an autonomous monopoly, they likely will have the best and maybe only 'general solution' but no reason geo-fenced taxis can't do fine within a city. Billions of cars need to be replaced so it's going to take a long time at 20M per yr.
    1
  13. Legacy media replacement.
    1
  14. A suspension air compressor won't have the capacity to do much work, it will need to be a much bigger unit to be useful on the job.
    1
  15.  @adamcnessesq  Impossible to miss, perhaps they will have an option for many of these things. I have much bigger problems with the 3 mm SS shell, first off the doors will be about double the wt. of regular truck doors which are already a handful if the vehicle is leaned much when parked as it will be often off road. Also the Frunk lid will be damn heavy even as small as it is and the entire front end needs to be crumple space, how is that going to happen with such ridiculously thick tough material? Finally--the cost of such SS is relatively extreme making a joke of the "saving money on painting" notions.
    1
  16.  @tigeroll  Yeah, NO. You really think contractors are so stupid as to not have already approximated that condition? Sure we can add welders, compressors, saws, machine guns, etc., but to to suggest the suspension compressor is going to be useful for much else is laughable.
    1
  17. Superficial design changes only cause prior models to age faster, pointless other than inducing ppl to update to show they have the latest. This is not unprecedented VW bug had same basic design for DECADES and it sold like almost nothing else, or how about the Porsche 911....
    1
  18. Establishment media is wrong about everything.
    1
  19. It claims only 2/3s the cargo space of Model 3...IDK otherwise but that suggests it's smaller than the 3 let alone S.
    1
  20. Difficult to confirm or refute that 6kwh, complicated by fact that distillation from crude yields many products, tar, kerosene, diesel... 20MPG would be remarkable, only possible due to, say 125MPGe EV.
    1
  21.  @JohnHettinger6  You misunderstood my comment....it was about the E invested in a gallon of gas.
    1
  22.  @Lildizzle420  Cargo ships are by far the most fuel efficient transport on Earth.
    1
  23.  @Lildizzle420  Apparently you didn't know, that's shocking for sure.
    1
  24.  @mike_w-tw6jd  No such thing as markets at all, right?
    1
  25. https://youtu.be/CLQfR4TQyug
    1
  26. But it was money well spent---must be millions of us who happily took those billions from them. I know I got my share and financial independence. It was also my final dose of conviction, I was checking my premises early 2019 and observed Shorties becoming hysterical.... "If that's the best y'all can do I'm betting against you boys."
    1
  27.  @happyphilippines421  Are you Filipino?? I used to have ties there, mom's parents lived most of their lives there, granddad cofounded copper mining company based out of Manila. Died relatively young leaving grandmother with 10's of millions which she spent in entirety. lol I cringed when hearing some fellow TSLA longs say "We did it!".... a couple yrs ago, but actually we did contribute as tiny investors.
    1
  28.  @happyphilippines421  Good to hear that, yes I recognize it as a highly desirable place to live and retire. I'm semi-retired myself with a modest fortune in TSLA. Intend to trim my positon in a few yrs to build a new house which will cost 400 to $500k just for a high quality smallish footprint on lot I already own....here in farther N. California. Might do it sooner but it would dent my stock holdings too much right now...expecting TSLA to be some $3k plus in a couple/few yrs then it won't ding my position badly. Probably go with solar roof with batts. Good luck to you!
    1
  29. Don't be too surprised if established OEMs aren't quietly securing batt supply chains.
    1
  30. I remain highly skeptical but we'll see....hope so in a few yr.s but it's a terrifically tough nut to crack when the lines on the road run out or any unique situation is encountered.
    1
  31. If autonomous million mile cars become the norm the market for new cars will rapidly shrink dramatically (not overnight but in yr.s). We won't need 90M new cars per yr. but maybe only 20M.
    1
  32. Titter files make the extreme corruption of US Banana Republic undeniable and the evil Establishment Machine aiming everything at Elon to distract us. Truly unprecedented.
    1
  33. Shorties got short changed to the tune of well over $1B last Thursday again (love those dupes--gift that keeps on giving) Wonder if Elon thought about that when he was talking about new factories incinerating cash. Hahaha
    1
  34.  @cd947  GOOD to hear that! I may be underestimating it in that regard and I'd bet you a beer you'll love the aesthetics too after a while. (at least warm up to it) The Lightening will be inferior in many ways but that 'no lift over' frunk is going to be superior, plus easy access outlets there but CT can offer a bunch of power outlets. The suspension compressor, if it's only made for that capacity, is not enough for a lot of other uses but maybe T will up it's performance too.
    1
  35.  @cd947  When they 1st rolled CT out I, as many, thought it was a joke, then I was regretting the pile of stock I had THEN I began to like it. NOW it makes all other brands look like grandma's grocery getters, cheap cheesy chrome plastic grills and pointless fragile crap all around just to make it different from prior yr. The profile is weird but I'm long ago good with it all and do believe it will look much better in person. All wheel steer should be a real attribute too. Lightening has inadequate range and maybe other specs.
    1
  36. Refining doesn't take remotely as much energy as the fuel coming out so even tho EVs are vastly (say 4X) more efficient the grid sure as heck will need to be expanded.
    1
  37.  @andrewpaulhart  It's not as tho there is going to be a T factory in every country. Rt. hand drive is fairly trivial but tariffs aren't.
    1
  38. 2 CT's found off-roading! https://youtu.be/BFqMTBq3cog
    1
  39.  @Turbo999be  Seems most probable. Obviously he can't be spending much time on Twitter.
    1
  40. Got it all wrong Lars--GM is poised to out Elon Elon.
    1
  41. Thinking of T semi vs diesels on I-80 over the Sierras near me, 8k ft. (2.8k meters) altitude gain, long 6% grades. The rest may laugh at the look but they won't see the FRONT of it for long. :D
    1
  42.  @waynerussell6401  Exactly. I haven't been on that rout as much as usual in recent yrs, haven't noticed them.
    1
  43.  @waynerussell6401  Typically strings of semis going 35mph with flashers on. Back roads are more fun in a sports car tho slower.
    1
  44.  @mho0  That's a good point, maybe only say 1.5 or less per car and a modest size warehouse of packs at every station. Failed biz model regardless unless the CCP is going to subsidize the heck out of them indefinitely. That's assuming there is only ONE size/shape of pack which is naturally another penalty to that method...severely restricts car design and purchase options.
    1
  45.  @mho0  Say it takes 5 min to perform a swap and the station is running full speed (small line of cars constantly) and it takes 1 hr to cycle the batts, that would only be a dozen packs required but meanwhile you pay not only for the full time attendant plus significant chunk of a 2nd batt. If the station is running at that rate your likely to have a few cars in front of you so 15 or 20 minutes to get in and out vs. a "Supercharger" 30 min to deliver extra 200 miles of range. I'll opt for the cheaper option and plug in myself where I'm paying only for the electric with say a 20% mark up. (assuming there are enough chargers that you almost never wait for one, reasonable given you can buy 50 chargers for every swap station) If there is no line at the swap station then you have to also pay for the employee idle time between cars. Granted in China labor is still cheap but in the USA the combination of paying for the employee, extra infrastructure and batts is surely going to add some 50% to the price of charging. No? (((yes those numbers are guesses but reasonable)))
    1
  46.  @mho0  Great points. A quality mfg won't have any batt pack issues for half a M miles. You won't have the volume available for 150kwh anytime soon, not on most car designs, but around 100 plus. A swappable batt will demand a heavier less efficient, marginally more expensive chassis which translates to lower range and less electric efficiency too. Mass is your enemy. But as you said, the smaller 'daily' pack would benefit you in that respect so maybe it's a wash. I don't think the tradeoffs would be worth it to me but options and competition are always good. Super chargers probably cost 2% of a swap station but you may need 20 to 30 of them to match the swap station capacity.
    1
  47.  @mho0  One of my assumptions is that "Supercharging" times will approach 15 minutes in the coming yrs, well before the end of decade. I could be wrong about that but it appears that's where it's going, that to me largely negates the primary swap argument and swapping will cost significantly more if only to pay for attendant. It might be informative that Tesla early adopters were not interested in the swap proposal offered back then even when range and charging options were a lot worse.
    1
  48.  @mho0  The goal is safe long lasting reliable batts and I think that has largely been achieved already, for some options, and definitely will be. Don't plan on doing maintenance but instead make them maintenance free for say 1/2M miles.
    1
  49. If she was 30 yrs younger--Mary Barra would have good economic prospects on the back streets of Las Vegas.
    1
  50. That Canadian mine is an asteroid impact site if I'm not mistaken. Those composite Ausi EV sales are so small as to be a bit dismissive. (14:50--Tesla CONSUMES not produces...pardon if that's a trivial correction, I was looking for that number)
    1