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  1. Strong Non-Tesla EV presence at the 2022 New York International Auto Show

    But LG Chem/Energy paid for the replacement packs and may also have paid for GM to install them in the recalled cars. The Bolt battery uses lithium, nickel and cobalt. All materials that have increased significantly in cost unlike much of Tesla's battery supply that uses nickel-free and...
  2. Strong Non-Tesla EV presence at the 2022 New York International Auto Show

    Was lack of batteries the issue in drops in Bolts 2018 & 2019? Tesla seemed to have had plenty of demand in 2018 & 2019 and shipped many more vehicles than GM did in those years despite GM having all these touted 100 years of experience and many more factories & suppliers. 19.225 units U.S...
  3. Strong Non-Tesla EV presence at the 2022 New York International Auto Show

    A single task of retrofitting 140,000 battery packs in 6 months is nothing like full array of tasks and supply chain deliveries needed to produce complete vehicles. That 140,000 was cumulative of 5 years sales (2017 - 2021). In an alternate reality timeline where the pandemic never happened...
  4. Strong Non-Tesla EV presence at the 2022 New York International Auto Show

    What does the finishing of Bolt recall have to do with freeing up capacity to make new GM models (Hummer, Lyriq) that use Ultium battery? The battery cells are made at different battery factories, use different chemistries and different architectures. ---------------------------------------...
  5. Strong Non-Tesla EV presence at the 2022 New York International Auto Show

    Tesla Austin Cyber Rodeo Giga fest was not targeted at Tesla fans even though it was many Tesla fan's dream. It was for Austin Tesla workers and eastern Austin area residents that had to put up with all the construction and also loss of smaller town environment (higher rents, higher property...
  6. General Motors Sold America & Sucked Taxpayer Money to Pay Executives & Shareholder Dividends

    "Dr. Know-it-all Knows it all" unhappy with what GM did. I thought the whole video was great (if you have time listen to it all) but I have cued it to where he makes comment on GM. ---------------------------- Legacy Auto to Follow Tesla MASTER PLAN--BACKWARDS!! Apr 13, 2022 Dr. Know-it-all...
  7. Driverless (Self Driving) car pulled over by San Francisco police

    My question is shouldn't the GM Cruise autonomous software be able to tell that the headlights were not working? Is the GM Cruise autonomous image recognition so bad it can not tell it's own headlight projections aren't there? --------------------------- GM Cruise autonomous taxi pulled over...
  8. General Motors Sold America & Sucked Taxpayer Money to Pay Executives & Shareholder Dividends

    ---------------------------- How GM Sold America and became China Motors. Thanks for the Bailout, though (Part 1) A dive into the amazing story of how General Motors, WHILE BEING BAILED OUT BY AMERICAN TAXPAYERS, secretly closed a deal with SAIC; A deal whose price they and we are paying to...
  9. Need rental car in Mexico - check AVIS for Tesla Model 3

    Rent a Tesla 3 at Avis And live the experience of driving one of the most innovative, powerful, high performance, safe and SEXY cars wherever you look at it. Exclusive for rent in Avis Mexico. Renta un Tesla 3 en Avis Y vive la experiencia de conducir uno de los autos más innovadores...
  10. 2022March26 - CEO Axel Springer, Mathias Döpfner interview of Elon Musk - TeslaBot, Ukraine, space travel, humanity

    The interview took place at Tesla's factory in Fremont, California, and the men discussed Russia's invasion into Ukraine, space travel, and what makes human beings special. 2022 Mar 26 https://businessinsider.com/elon-musk-interview-axel-springer-tesla-war-in-ukraine-2022-3/
  11. Wait, that doesn't look like a Tesla!

    Perfectly explainable. EVs use massive amounts of electricity which creates massive waves of magnetism. Multiple non-EVs (steel ICE cars and magically even non-magnetic aluminum ICE cars) are irresistibly attracted to each EV so multiple ICEs crash into each EV. No different than ICE trucks...
  12. WHOOOOA! Sandy Munro calls Tesla FSD CRAP!

    Investing Against the Grain rebuts E for Electric hatchet job on Tesla FSD Alex of E for Electric edited Sandy Munro statements to make it sound like Sandy was saying FSD software was crap when Sandy was talking about lidar/radar vs FLIR . E for Electric Creates Tesla FUD / Sandy Munro is...
  13. FSD Transfer Confusion.

    Yeah, I hope Tesla insurance reduces costs. Even with Tesla insurance I would read policy very carefully & ask specific questions.
  14. FSD Transfer Confusion.

    Insurance reimbursing full current price of FSD on totaled Teslas that had FSD is not universally true. I do not know the details but I have seen complains about this quite often. It has something to do with many insurance policies consider software differently than the totaled metal hunk. If...
  15. WHOOOOA! Sandy Munro calls Tesla FSD CRAP!

    Point counterpoint: Is Sandy Munro right that Tesla FSD IS CRAP?! Do we need FLIR?? In a recent E For Electric interview (linked below), Sandy Munro, automotive and engineering expert par excellence claimed that Tesla's FSD is crap because it needs FLIR (Forward Looking InfraRed) in order to...
  16. WHOOOOA! Sandy Munro calls Tesla FSD CRAP!

    Agree. For FSD I listen to James. He has actual done neural network programming. --------------------------------------------- James Douma on AI - 30 videos in playlist Dave Lee on Investing https://www.youtube.com/c/DaveLeeonInvesting/playlists ---------------------------------------------
  17. Blast from the past: Bob Lutz "Tesla is headed to the graveyard"

    Bob Lutz went to university in early 1960s and got MBA in marketing. He was never an engineer and seems to have never worked on a shop floor. Looks like he went directly from university to marketing executive. At GM he might not have ever directly used a PC computer and might have had several...
  18. Blast from the past: Bob Lutz "Tesla is headed to the graveyard"

    Even at that time, 2018 Sept, Bob Lutz's statements where completely clueless. Tesla had already survived the Model 3 initial ramp production hell. By Aug 2018, Tesla might have been shipping more vehicles monthly than any new western based car company in last 50 years (since 1970s). Only other...
  19. Delivery dates of CT and Cybertruck Van

    -------------------------------------- Chinese EV maker BYD, uses LFP batteries which don't use nickel so they are not effected by the scarcity or high price of nickel while GM & Ford will be hugely impacted. The Chinese competition is coming is real not toothless like the legacy auto (GM...
  20. Delivery dates of CT and Cybertruck Van

    Great point about leases. In U.S. if many leases for ICE vehicles are 3 years that already exist today. Three years from now when Tesla U.S. is shipping annually two million model 3/Ys and 300K Cybertrucks in U.S.. VW, Hyundai, Kia, BYD (China), Polestar (China), Volvo (China), Xpeng (China)...
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