‘Twas the night before Xmas…

If you want to buy a Model S and want a $1,000 discount, feel free to use my code:


And enjoy the poem!

‘Twas the Night Before Xmas…

‘Twas the night ‘for Xmas and all through the forum,
The posters were antsy, they’d thrown out decorum!

Their stocks had gone up at the end of last week,
In the hopes that St. Elon would send out a Tweet.

The Res. holders were nestled all snug in their beds,
While visions of falcon wings danced in their heads.

While Bonnie in her Roadster and Nigel in his ‘S’,
Had just settled down to let their fingers rest.

When over at Fremont there arose such a clatter,
A new thread was started to discuss what was the matter.

LED headlights started to flash,
And v7.0 appeared on the dash!

The moonlight at Hawthorne started to show,
That the launch of this next model was ‘all systems go’.

When what to our wondering eyes did appear,
But the new Model X! This was no mule, dear.

With a wing-walking driver, no way Exxon’s pawn,
We knew in a moment this must be Elon!

More rapid than falcons this SUV came,
And he laughed and joked and called it ‘Insane’:

Now JB, now Deepak, now Franz and Chris Porritt!
On Diarmuid, on Jerome and George B. before it,

To the top of the sales charts, to to the ships in the ports!
get cars to customers, (and Consumer Reports)!

As blurry videos showed before the car was yet driven,
The ‘X’ is amazing, delays are forgiven!

So out to the Founders and showrooms they flew,
Went trucks full of Xs and Elon went too!

And then, in the media, we heard with a cheer,
Motor Trend, once again, said ‘Car of the Year’!

As we checked on our status, and deliv. date projections,
Elon streamed a reveal that showed all the options!

He was dressed all in black, clothes Talulah had picked,
And we swear his sunglasses were electrochromic!

Purchase agreements, he had in a stack,
Those old auto dealers were taken aback!

His projections, how they fluttered, and while recently wary,
50,000 deliveries did not seem so scary,

With autonomous here, and a little more code,
The Model X would have its own ‘Ludicrous’ mode.

The second row seats, how they swivel to greet,
And a titanium shield still lurks beneath,

The nose has a cone and the rear can tow plenty,
And with a big battery pack it exceeds 120.

It was stylish and sleek, an SUMV*,
We all knew the servers would blow at TMC.

This is the future, we’re all into EVs,
And it gave us a great hope for the new Model 3s.

We are grateful for Tesla and all their great work,
Ignore Holman Jenkins, the miserable jerk.

So here’s to the Founders and Signatures too,
Powerwall, Powerpack and Gig Factory 2.

Elon sprang to the Hyperloop, SpaceX had a countdown,
There’s a lot on his plate, don’t let it get him down,

But I heard him exclaim, ere he drove out of sight,
“Solar panels to all, let’s be powered by light”.

*SUMV = Sports Utility Mini Van




John Peterson Challenge – Update

OK, 8 data points are in on the John Peterson Challenge, and I sure hope you didn’t bet with John. To refresh your memory, On 4/7 John wrote a Seeking Alpha article where he indicated if you invested in TSLA, you would make money 1 time out of 64, break even 1 time out of 64, and lose money 62 times out of 64. In the comments section I asked John to pick 64 data points for verification, and when he didn’t respond, I chose 64 being the next 4 Mondays of April and the first Monday of every month from May 2014 until April of 2019. Well, as of today we have 8 data points, with the reference TSLA value being the close on 4/7/14 of 207.52. Here’s the data to date:

Close on 4/7: 207.52

Close on 4/8: 215.46 Gain: +7.94 TSLA wins

Close on 4/14: 198.09 Loss: -9.43 JP wins

Close on 4/21: 204.38 Loss: -3.14 JP wins

Close on 4/28: 198.51 Loss: -9.01 JP wins

Close on 5/5: 216.61 Gain: +9.09 TSLA wins

Close on 6/2: 204.70 Loss: -2.82 JP wins

Close on 7/7: 222.66 Gain: +15.14 TSLA wins

Close on 8/4: 238.52 Gain 31.00 TSLA wins

So TSLA wins 4 and JP wins 4. Wouldn’t be bad for JP except for two things – he said he’d win 62 of 64 times (oops) and as of today, he’s $31 in the hole (oopsx2). I hope none of you invested with him. BTW, John edited out the section of that article where he said TSLA would lose money 62 of 64 times. Hmmmm…

TMC Connect about to Begin!

Big buzz at TMC Connect, ready to get started!



Coffee Break. Diarmud was great! Notes coming soon.


Diarmud O’Donell’ Talk

Tesla grow stores and sc by 75%
Grow superchargers by 200%

China reception extraordinary
Last 5 year plan stipulated wide eV adoption
New leadership doubling down on targets
Consistent pricing really resonated, differs from peers

Setting up urban supercharging (China too)

Fremont Factory
High volume Assembly Line Summer 2014
High. Volume Body Center Early 2015

Dealership Fight
‘We work in the light of day, they work in the dark of night’

Opens up the avenue for Model 3
Also allows Tesla to participate in energy storage.
Storage unlocks grid potential for renewables.
Site Selection based on labor, energy, logistics
Manufacturing, technology, public policy and finance key to site selection.

Design aesthetic of the car, high tech, clean, not fussy. Not cocooning. First visible and tactile change is the seats. Console coming. Still a focus.

Nice guy, smart guy.

Steve Jurvetson

Steve spoke about a wide range of issues, sporadically captured below. Very brilliant guy.

Curve of Moore’s Law for last 110 years, will keep going forever when considering technology as a whole.

Every idea is a combination of other ideas. Leads to a combinatorial effect of idea creation.

Human race will prosper mightily in the years ahead, because ideas are having sex with each other like never before. From Rational Optimist.

In the next 6 years, 3 billion people will come online for the first time. Will create more invention and progress than in human history.

Simulators will lead to an explosion to inventions. Robotics and AI are in the midst of this. Every industry will be revolutionized by information technology. How you process information will be what sets companies apart.

Ability to go where you want to go is what attracts us to cars – that’s why driverless cars will still be attractive to people, teens.

With Castrol in room, Sixth Sense moment, “I see dead people”.

200,000,000 electric bikes/motorcycles in China. 1300 ebike manufacturers in China.

SpaceX – Commercial launch possibilities are huge. Costs of launches will go down 10x with reusable rockets.

Getting out of the design space of iteratively improving the existing conditions is the disruptive chance.

Machine learning and deep learning (mimicking the human brain, exceeding human abilities) is the next big thing.


Tesla Model S Performance