danhak

32 ms·

301.
by danhak 8y ago
At this stage, no automaker will be able to seriously compete with Tesla without securing 50+ GWh / yr. in battery supply. Tesla’s lead in building such capacity is 3.5 years and counting. Bidding for for LG’s scraps is not a viable s
302.
by danhak 8y ago
It would take a pretty unusual asset allocation to result in the numbers you just threw out there.
303.
by danhak 8y ago
Most wealthy people borrow significantly even if they have high net worth (think mortgage on multi-million dollar home or investment property). Inflation helps them while they put their assets to work elsewhere. And it helps them far more
304.
by danhak 8y ago
It's almost as if scaling an operation > 100% YOY poses different challenges than continuing to run a stable and mature enterprise.
305.
by danhak 8y ago
All-electric drivetrains, $5000 software-enabled options, over-the-air service, vertical integration and direct sales are v rare in the auto industry too. Reasoning-by-analogy does not always hold up when comparing tech newcomers to incumb
306.
by danhak 8y ago
It will come as soon as the company exhausts demand for the higher-ASP variants. In what world does it make business sense for a production-constrained company to prioritize its least expensive products?
307.
by danhak 8y ago
Close to $14.5B now: https://www.nasdaq.com/symbol/tsla/short-interest
308.
by danhak 8y ago
The market cap is well off its highs, which is healthy given the slower-than-expected ramp. But the ramp is happening, and overly-aggressive targets notwithstanding, what we're seeing unfold right now is objectively impressive. The
309.
by danhak 8y ago
For some perspective, the Model 3 is already outselling the Chevy Bolt by a factor of > 5x, and has already set the record for greatest monthly deliveries EVER for a plug-in car in the U.S. https://insideevs.com/monthly-p
310.
by danhak 8y ago
As someone who has lost 20 pounds since the new year, I can say with near 100% confidence that it would not have happened for me without obsessive calorie tracking. Can't recommend MyFitnessPal enough.
311.
Tesla Autopilot 2 on Winding Local Road(youtube.com)
19 points by danhak 9y ago|5 comments
312.
by danhak 9y ago
> The degree of volatility has nothing to do with whether it's an investment or not You’re right, and that wasn’t my assertion. My assertion was that it makes it an absurdly poor “store of value.”
313.
by danhak 9y ago
The allocation of capital in anticiption of future cash flows.
314.
by danhak 9y ago
Your comment is pithy and likely to get downvoted, but anyone who thinks cryptocurrency is an "investment" is a fool. I have heard no reasonable explanation from crypto enthusiasts when I ask them how they arrive at a fair valuat
315.
by danhak 9y ago
> I'm not asserting that scarcity or effort alone create value, but without those two components you won't have value. That's literally exactly what you asserted: > The opposite of this is where Bitcoin derived it'
316.
by danhak 9y ago
This is circular logic and not really what I was getting at. Productive assets are valued based on expectations of future cash flows, independent of market value. You’re incorrect in saying the value of everything is determined by the mar
317.
by danhak 9y ago
> While I fully agree that most cryptocurrencies are grossly overvalued... Could you please explain what “overvalued” even means in this context, and how one might go about determining fair value for cryptocurrency? I’ve yet to receive
318.
by danhak 9y ago
The problem for the major OEMs is that there literally isn’t enough battery production capacity in the world for all of them to ship EV’s in significant volume, and there has been zero indication that they are taking steps to solve that pro
319.
by danhak 9y ago
Why, in your opinion, is GM’s Chevy Bolt still being outsold by the Tesla Model S? Also FYI “electric engines” are not a thing.
320.
by danhak 9y ago
Very fascinating. You argue that millennials favor restrictions on hate speech because they have not experienced anything like Hitler. Yet Germany censors hate speech precisely because of that history.
321.
by danhak 9y ago
According to this article, Toys "R" Us accounts for about 10% of Mattel's revenue. That seems pretty significant: https://www.reuters.com/article/us-orbital-atk-northrop-grum...
322.
by danhak 9y ago
Notably, the Tesla Model 3 uses permanent magnets, unlike its big siblings Model S and X: https://electrek.co/2017/08/07/tesla-model-3-new-details-rev...
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by danhak 9y ago
> If there is one hard problem that Uber has arguably solved, it's managing a fleet of drivers and their cars, with all the trouble such a huge workforce of mostly low-income people with low job attachment brings. It is this core co
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by danhak 9y ago
"I'm willing to give her a pass on that because she was probably lying to garner goodwill" What a leader!
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by danhak 9y ago
Just a heads up that most tonic water is actually loaded with sugar and calories--nearly as much as soda! I was pretty surprised when I'd realized this--G&T's had been my go-to "low-cal" cocktail for quite a while. O
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by danhak 9y ago
Safety requirements. Here's a crash test between a 2015 Nissan Tsuru, the least expensive sedan sold by Nissan in Mexico, and a 2016 Nissan Versa, the least expensive sedan sold by Nissan in the United States. https://www.y
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by danhak 9y ago
Thank you for putting this so well, my eyes were rolling so hard at the parent comment, which reads like a parody of SV self-importance--as if SV is the only place in the world where people work hard on things they are passionate about. My
328.
by danhak 10y ago
Are VW sales increasing 69% YOY too? Do their cars have an ASP of about $100,000? Apples and bananas.
329.
by danhak 10y ago
I'm not out to prove anything. I was just trying to correct misinformation, just like you said!
330.
by danhak 10y ago
Here's a comment you wrote elsewhere in this thread: > It's my understanding that this was another offering, so, essentially, Tesla sold 5% to Tencent at an average price of $217 and change. Current shareholders get diluted. Pr

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