Connecting the Dots⚡🚗🌎🚀🔴 to Disruption✨🏄‍♀️🌟 Profile picture
Great minds think alike, but (blessing or curse) I think different👽 Trends and patterns all around⚡Co-Owner of Tesla🚀🔴https://t.co/eQs3vu0cQt
Per Wikman-Svahn Profile picture 1 added to My Authors
Sep 1 11 tweets 5 min read
I AM OPPOSED TO INVESTMENT RATING TESLA
Going against the grain. Hear me out.

@MmeAlexandraS shows a wonderful display of why S&P and Moody's should have rated Tesla as investment grade

If course she is right, and although later than before, it will happen

I WISH IT WON'T
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First let me describe my audience: if like me you are a long-term investor with no plans to sell in next few years, YOU SHOULD BE OPPOSED to the upgrade.

(If you're a TRADER who wants to sell on the rise, sure you would want it. This thread is not for you)
May 19 11 tweets 5 min read
ELON , TWITTER, 4D CHESS and SUN TZU'S "ART OF WAR"

The left sees #Twitter acquisition as @elonmusk attempting to own the narrative

The right and #Tesla fans see it as a fight for free speech

Sun Tsu provides a combination of both, in a wild game of 4D chess
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I'll start with a question many $TSLA investors are asking: Why go political? Why paint a huge target on your back?

Sun Tsu supports this idea. Try to avoid being seen as an enemy, grow your strength in the shadows, strike by surprise when strong

This was not an option
May 17 11 tweets 28 min read
When doing my series that went viral HOW GM SOLD AMERICA, one question constantly bugged me:

If GM wanted to move production to China, where was the UAW? Why didn't they act to stop GM's plans?

This video explains why.
Unsurprisingly, the answer is "Follow the Money"
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For those who missed the series, here's a link to the playlist
- Part 1: Giving the Tech
- Part 2: Moving Production to China
- Part 3: Sucking Taxpayer Dollars
Mar 6 6 tweets 3 min read
SPACEX + UKRAINE = ONGOING
You probably know that Elon's providing tremendous help to Ukraine with Starlink.

But did you know that Ukraine has worked with SPACEX previously, before the war?
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First, for those who didn't catch it, here's Zelenskyy's talk with Elon yesterday
Feb 27 13 tweets 3 min read
DOUBLE DISRUPTION IN ICE INDUSTRY!

Let's say you're an OEM planning to make 50-50 ICEV-EV by 2025, 2028, 2030 - you name the date

Till now I thought you're screwed bc demand will go full EV soon, but even disregarding demand fall, you're still screwed bc of DOUBLE DISRUPTION
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The first disruption is EVs eating demand, but the 2nd disruption is your INABILITY to make the ICE cars you do have demand for

We all know closing ICE factories will be costly with layoffs, environmental cleaning etc, but also it's 3D chess on which you have little control
Jan 27 24 tweets 9 min read
TESLA BOT UPDATE
(AI CTO)

All following occurred BEFORE earnings call, mostly Sunday-Tuesday

Preface: My CTO friend has pivoted her company's future plans around the assumption that Tesla Bot will become a reality😮
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I briefly said this before and will give details in video I'll make soon, but anyway, this shows conviction that bot will be a thing

Their plan is highly risky IMO but they seem very confident
Jan 27 6 tweets 3 min read
A TEASER
The first pic was used as a teaser for #Tesla #Cybertruck, so reusing it as a teaser for my next video

And I need a teaser because it should be MY BEST VIDEO BY FAR!

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Not leaking topic yet, but giving hints:

1. Title ultra provocative, topic touchy. It's LOVE it or HATE it. Risking many of my viewers leaving me, but hoping they won't and this has to be said!

2. It's about Elon (+possibly Tesla)

3. Not a hint but it's also about a farm
Jan 27 10 tweets 2 min read
BATTERY PRODUCTION
Haven't watched the call yet, but this 💯 fits what I wrote in my Patreon Newsletter

"Tesla has stopped being battery constrained"
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CATL built a plant near Shanghai plant. They bought and renovated an existing building, which saved 7-8 months, and TWO MONTHS AFTER RENOVATION STARTED they altmteadyvsupplied Tesla with LFP batteries
Oct 31, 2021 8 tweets 20 min read
INSIDE GIGAFACTORY SHANGHAI
A guided tour of Tesla's export hub and most productive factory
NEW VIDEO OUT

Let me know what you think!
(and if possible, like/rt 🙏)
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Teaser (also shown Yesterday b4 releasing the the vid) - take a look at these Tesla hardhats
Oct 29, 2021 9 tweets 3 min read
BREAKING NEWS! OTHER OEMs TO USE GIGACASTINGS!

A trustworthy source working for a well-known OEM shared some interesting info with me regarding their employer's future plans, including giga (or mega) castings:
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OEM acknowledges that having both ICE and EVs is a DISadvantage compared to pure-EV plays such as Tesla. Converting old factories and unloading ICE legacy slows the transition and adds cost
Sep 10, 2021 9 tweets 4 min read
THIS👇👇👇
TESLA BUILDING AN ENERGY TRADING TEAM

True story: I have extensive experience in Resource Allocation Algorithms/Systems, so several years ago I was offered to be chief engineer for developing a novel energy distribution system
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cleantechnica.com/2021/09/09/tes… 2/
I started learning about the project (which had already started along with a subcontractor) and the problem at hand.

Real interesting project!

Client was a foreign utility company which supplied power to lots of varied customers - from retail households to large industry
Sep 2, 2021 23 tweets 7 min read
RED ALERT! THIS IS IMPORTANT!

Barely slept tonight after talking on phone with the brightest person I personally know. She DWARFS my INTELLIGENCE, looks far ahead

WE TALKED TESLA AI DAY,
TAKEN INTO FUTURE

Right now I gotta start work so I'll be brief, but gotta unload this
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Starting with things she said b4 (some I showed here)
A. AI Day is a GAMECHANGER

B. Not just for Tesla. Will be REMEMBERED IN HUMAN HISTORY as THE DAY THAT STARTED IT ALL
(Redhead pic her way to get attention of her non-tech FB friends who didn't respond when she talked b4)
Aug 1, 2021 4 tweets 2 min read
Soon Trevor will raise the bar @stevenmarkryan @iamtomnash @TeslaBest
Jun 16, 2021 10 tweets 6 min read
A WONDERFUL NIKOLA-TESLA RELATED STORY YOU NEVER HEARD 💜⚡️

My favorite professor during my undergraduate studies in Aerospace-Engineering was an extremely old Serbian gentleman who taught us 1st year Physics (Electricity).

He seemed a million years old. From another era.
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90% of the students enrolled to another professor - a young hotshot that wrote a textbook on the topic and taught how to pass the exam.

They said the oldtimer "wasted time telling stories".

My friend and I stayed with the old professor exactly for these stories.
Jun 16, 2021 4 tweets 1 min read
Clarifying on TABLESS 16850 -
1. As I said, it;s a moonshot, not saying it happened

2. In theory very doable. Simplified: make separator narrower + change capping machine

3. In practice, w. legacy machinery even making separator narrower could require replacing entire machine 2/
(narrower separator - so foil edges would stick out to be folded with cap)

4. The devil is in the details, and so is the god. It's an out-of-the-box idea, which should be checked.
- If requires major changes, drop it.
- If moderate changes - HUGE HUGE gains there
Jun 16, 2021 9 tweets 4 min read
TABLESS 18650s!!!

We all wonder how Plaid can do back to back crazy-acceleration runs without overheating, while still using 18650s bc Tesla wouldn't throw away exiting line when batt constrained.

So here's a moonshot. What if exiting line was modified for tabless?
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Mostly, you'd just need different capping and slightly narrower separator (so edges stick out for folding)

This enables utilizing legacy line while lowering resistance - greater range, less heating problem, faster discharging and charging
Jun 15, 2021 4 tweets 4 min read
TESLA AS AN AI ROBOTICS COMPANY
We've been saying this for a long time but first time I see it published online. And interestingly written too!
@DrKnowItAll16 @CathieDWood @skorusARK @TashaARK @WholeMarsBlog @28delayslater @Kristennetten @stevenmarkryan seekingalpha.com/article/443491… @jpr007 @SawyerMerritt @stekkerauto @billhuang688
Mar 26, 2021 4 tweets 5 min read
$TSLA INVESTORS, TIME TO BUY MORE🤔
MINDBLOWING!

@elonmusk usually understates stock ("too high") so if he tweeted that ">0% CHANCE OF TESLA BECOMING BIGGEST COMPANY", that's big.

But maybe he said it just because >0% ALWAYS true, even for Lada?

I THINK NOT!

➡read on
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I think he meant it as a VIABLE possibility (not like ">0% that Lada will be biggest") because when asked on time ELON THEN TWEETED AND DELETED:

"Maybe in a few months"

Largest in world in a few months!😯
Add 1+1 to THIS, and it'll blow YOUR mind!

Mar 25, 2021 4 tweets 4 min read
HEADS UP - LIVE NOW on Meet Kevin:
@CathieDWood
& Kevin O'Leary Event | The Market Crash
@jpr007 @WholeMarsBlog @TeslaOwls @TilmanWinkler @28delayslater @stekkerauto @SawyerMerritt @billhuang688 @TeslaBest @stevenmarkryan @iamtomnash @IamKarsten Interesting tidbit-
Kevin o'Leary thinks in future we'll start checking location that coins were mined, and discriminate against those mined with non-renewable. He calls China-mined as toxic.
Mar 25, 2021 4 tweets 4 min read
HELP NEEDED!
I need your help for a video I'm making.

Do you recall a movie scene (or music vid, cartoon etc) where ppl
turn light on and find something huge/surprising/frightening/important
OR see one thing and then something else big hidden behind it or in plain sight?
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My video is on a hot topic and shows something people didn't notice, probably bc other things drew their attention, so it's either I turn the light on this topic (and show what was in dark) or i show something people didn't see bc focused on something else.

..
Mar 24, 2021 4 tweets 4 min read
#TeslaIsrael
A few more pics of the 1st batch of cars