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  1. cvalue13

    Why is no one talking about this "Next Gen Platform?"

    somewhat yes thx though discussion above is that it sounds from Q2 call like the robotaxi might be the first of these next gens - at least Musk focused a lot on that, but not on the sedan
  2. cvalue13

    Why is no one talking about this "Next Gen Platform?"

    ah, wait, I watched the shareholder meeting portion that had Q&A with Elon at the end, and I think it’s this presentation beforehand you’re referring to: Quick scan found a few bits around the unboxed construction
  3. cvalue13

    Why is no one talking about this "Next Gen Platform?"

    Investor Day? i didn’t remember much, and just scanned back through, and there’s less said about next Gen details than was just said on the Q2? he says they’re building 2 new products, they may make >5M per year of them, and they’re revolutionary in assembly otherwise the deck seems to only...
  4. cvalue13

    Why is no one talking about this "Next Gen Platform?"

    Elon's discussion on Wednesday, and some prior comments, make clear there will be dedicated robotaxi products. This comports with word on the street. "In the long term, Autonomy, we think, is going to just drive volume through the ceiling next level and -- and our sort of future robotaxi...
  5. cvalue13

    Why is no one talking about this "Next Gen Platform?"

    Yes, this is presumably the second ghost in the Master plan ... just to the right of the presumed robotaxi
  6. cvalue13

    Why is no one talking about this "Next Gen Platform?"

    This I believe is the robotaxi, the 'next gen platform,' and Musk's comments on Wednesday regarding it being more revolutionary than even the CT would visually seem to square with the outline of the 'ghost' below
  7. cvalue13

    Why is no one talking about this "Next Gen Platform?"

    I believe this is the robotaxi platform, and it sounds like a big deal for Tesla word on the street, is that we’ll hear a lot more about it over the coming months I’m pretty into it
  8. cvalue13

    .

    Found this story, which does a better but not complete job of sorting information sources https://www.carexpert.com.au/car-news/tesla-model-y-becomes-worlds-best-selling-car-report Most relevant bits quoted below. Basically: Tesla does not report MY sales independently, nor does Toyota, so...
  9. cvalue13

    .

    Still not clear what you’re citing That story is about what Tesla sold in all of 2022, not Q 1 or Q2 of 2023? And those stories go on to describe that in 2022 Tesla didn’t ourselves either the Corolla or the RAV4 In any event, I asked a specific question about where Tesla breaks out M2/MY...
  10. cvalue13

    .

    Genuinely, where’s that data? I’d like to understand the point also, this is from Tesla’s own Q2 deck, so your confuses me:
  11. cvalue13

    .

    Despite the above, a quick search shows a dozen media outlets repeating Musk’s claims Confused, I looked for the data For Q2 2023, Tesla lists Model 3/Y deliveries at 446,915. I can find nowhere breaking out M3 vs MY I could not find global Corolla sales for Q2 2023 But Toyota doesn’t appear...
  12. cvalue13

    .

    yes but this https://www.autoweek.com/news/industry-news/a44600661/is-tesla-model-y-the-worlds-best-selling-car-nope-not-even-close/ Is Tesla Model Y The World’s Best-Selling Car? Nope, Not Even Close Perhaps taking advantage of general media confusion over Tesla’s production and delivery...
  13. cvalue13

    Transfer of FSD!

    thinking on this more, I just don’t think this could be CT relevant, at least not in the war that helps buyers of the CT instead that they anticipate Q3 suppression of orders and so deliveries in Q4/Q1, and are looking to juice the resulting numbers to the extent people don’t like how FSD...
  14. cvalue13

    Transfer of FSD!

    Q: Have you considered allowing FSD transferability as a lever to allow existing customers to upgrade to a new Tesla instead of being locked in to existing cars due to price of FSD? A: Yeah this is a question we get asked a lot. We’re excited to announce that for Q3 we will be allowing transfer...
  15. cvalue13

    Transfer of FSD!

    One time for order of new vehicle, subject to “a reasonable delivery date window” on one optimistic read, they open configuration/orders for CT and want to incentivize order conversion, particularly for those CT units that will be likely to be delivered within [X] months from Q3 end Eg if...
  16. cvalue13

    A beautiful 1985 ford f-150.. a case for the bench seating?

    I had a same model year Chevy, with that burgundy-red interior, though 2wd This video brought back a lot of good memories, thanks!
  17. cvalue13

    ICE-ing Superchargers

    your response suggests I’ve said things that I’ve not said Handicapped parking signage/markings are ~mandated for opening. Signage for exclusive charging is not remotely government mandated. It is possible the latter install is trailing the former, and the exclusive charging signage simply...
  18. cvalue13

    ICE-ing Superchargers

    Yes, Tesla has an 'agreement' of course. And agreement terms are variable. They enter into the agreement with the landowner, in this case Buc ee's Tesla has 'the ability to write use rules into their agreement' only to the extent Buc ee's agrees. I could negotiate to rent a house and 'have...
  19. cvalue13

    Giga Austin House for Elon Sparks Internal Tesla Probe

    Any chance you could copy/paste text? I ended my subscription to WSJ about a year ago, and the paywall haunts me ever since was looking for this story elsewhere yesterday but so far only seeing journal coverage
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