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FSD v11 Released to Customers.
As time rolls on, Tesla will continue to rollout Robotaxi's, rendering the average cost to establish a new area as close to zero to make the point moot. In the meantime, dozens or even hundreds of autonomous gated taxi companies around the world will be boutique with coffee machines etc, or... -
FSD v11 Released to Customers.
Not the RD. My take is on rolling out to new zones. As opposed to mapping and testing and all the other stuff competition does, the Tesla car just turns up and ready to take a fare. Anywhere. -
FSD v11 Released to Customers.
Every company has RD costs, but opposition also need to get a return of investment for every zone they get into. Tesla will just waltz in to any new area with ZERO establishment cost. Thats all there is to it. They are not in business. -
FSD v11 Released to Customers.
The current media narrative which I have heard a few times in the last couple of weeks is : Tesla has a history of making claims it doesn't live up to. It is the new short sellers 'the competition is coming' and 'Tesla is just a car company' If Tesla wanted, it could easily put its cars in a... -
Tesla Mexico Plant Confirmed by Mexican President - Feb 28
The Mexican Governer was being interviewed, and reading part of what was translated, I think he said it will be the biggest Giga in the world. Speculating: 1 million I think is sandbagging. If the new method of production is supposed to build cars in half the footprint, are we looking at 4... -
Tony Seba on Disruptions
I will have a comfortable retirement because of Tony Seba. When I watched his Vid in 2018 (might be his 2017 release), in particular, the fact that Solar had almost reached parity with Coal had me immediately convinced that the trend line would only go one way. I compared his earlier... -
First Supercharger with Magic Dock CCS Adapter charges up a Rivian
I'm making money off a Rivian ? -
? [Updated w/ livestream event] Tesla announces Global Engineering HQ in Palo Alto California
I have followed Tesla forensically since I bought shares in 2018. I bought it at $300, and now pre splits adjusted the share price is $3000. The FUD has kept coming from $300 to $3000. Each stage of FUD has been debunked by performance. But of course, new FUD narratives are born. We are... -
? [Updated w/ livestream event] Tesla announces Global Engineering HQ in Palo Alto California
They will collect many already there into the new building.. but still, a damn big facility. Could it be Robot AI as an add on service. There would be scenarios where the Robot needs to adapt to.. Millions of uses. Thats a start. I just reference the works I can track over the next few... -
? [Updated w/ livestream event] Tesla announces Global Engineering HQ in Palo Alto California
If Self driving is on its way already. And if we have a robotics team already, and engineers engineering cars. That ex HP building sure looks like it can hold a lot more AI and engineering people. Speaking to my wife, I just referred to that building as the chicken ' a lot of eggs coming out... -
VIVA MEXICO! Tesla About to Announce Next Gigafactory in Mexico!
I want CT accessories I'm thinking I want a 270 degree awning... how does it get supported?. 2 support points won't be enough, so I guess I need 4. But I don't need a rack. A lot of needs out there.. big business for some. -
Tesla to open ~20% of its U.S. Supercharger network to other EV by end of 2024
So much hype .. for what ? Tesla growing at 30%, will double within 3 years. You did it Mary !!!! -
Tesla to open ~20% of its U.S. Supercharger network to other EV by end of 2024
It was inevitable long term anyway. It accelerates Tesla in the minds of the majority, as the leader in the EV /Energy business. It is a brand tsunami. -
Master Plan 3 Coming March 1 on Investor Day
I am not an expert. The earth has just begun to mobilize towards electrification. This is where the experts imo get it wrong, they don't envisage the results of a war type effort for the rest of business to get on board. -
Master Plan 3 Coming March 1 on Investor Day
In my life, I have discovered experts will not risk damaging their expertise. The longer they are experts, the more they cover their ass. I think the expert's opinions which Tony Seba refers to in his video's is a testament to that. -
Master Plan 3 Coming March 1 on Investor Day
Just read Ford is going into partnership mining Lithium. What comes of it, is a different matter.. to me its like GM getting into car insurance. I think companies can be clearer in the plans when scoping out new projects. New mines could sprout like mushrooms around the world. In fact, I... -
Master Plan 3 Coming March 1 on Investor Day
A couple of years ago, every leading legacy company was predicting a transition to EV's by a certain tan date, yet, at the time, it seemed there would maybe be a fraction of the batteries available. Yet,, here we are. Seems there will be enough batteries for a mllion or 2 vehicles each by 2025... -
Master Plan 3 Coming March 1 on Investor Day
Could be why the windows were blocked at the Austin casting end. Perhaps they don't wish to show what shape castings are laying about. -
Article: It's becoming increasingly clear Tesla is just another car company -- agree / disagree?
Rudimentary review of what Tesla is, should prove to most people Tesla is not just a car company. Anyone who disagrees is very welcome to own their opinion. Some people believe in flat earth.. I don't bother with them either. -
Article: It's becoming increasingly clear Tesla is just another car company -- agree / disagree?
Horns and halo MSM, the plethora of competition, have shared an agenda to undermine anything good, and accentuate anything anomalous. Now after wading though all the merde , Tesla is now the lowest rung it can be... 'An Elite Car Company'. An elite car company who accidentally built a super...