Recent content by Waiting4M3

Tesla introduced 0% financing in China on 4/24, and the 2 weeks since, 4/22-5/5, showed the highest sales (weekly insurance regs) for weeks 4-5 in all recent quarters, after wks 1-3 got off to the worst start of any recent quarters. Q2 week 5 has China's Labor holiday, and they're doing much...

There could be something new here. I'll wait till rumor becomes fact and then form an opinion.

BP news came out Oct last year https://jalopnik.com/bp-will-spend-100-million-buying-tesla-superchargers-1850963249

Troy saying that because Optimus is still being trained suggests that the SW is 0% complete seems pretty black & white way of looking at things to me

Whole heartedly agree with most of your points. Just want to add one thing that people may underestimate how long the traditional OEM's pipeline is. The fed actually keeps track of a statistics that might reflect, the auto inventory/sales ratio, while it's recovered some from the sharp drop in...

Here is the original CNBC reporting that Electrek basically reprinted https://www.cnbc.com/2024/01/17/tesla-slashes-prices-on-germany-cars-after-similar-cuts-in-china.html

I think web archive might be running the code on the website and giving current prices According to this article, Germany SR Y was cut to 42,990 Euro on 1/17, and today it's 44,990 euro https://electrek.co/2024/01/17/tesla-joins-vw-and-byd-in-cutting-prices-in-germany/

Looks like they did increase

Last week's Autoline AfterHours had a guest on who does research in EV buyers. A couple of points that were notable to me: 1) For ICE owners who have no experience with EVs, the biggest selling point is never having to go to a gas station again. This is something that they're familiar with on a...

Interesting point about CKD. I wonder if unboxed process will allow Tesla to ramp Model 2 production quickly on other continents once GF Austin can mass produce unboxed parts, which would be much more cost effective to ship vs the S/X that went to Tilburg, new factories just need to start with a...

"The transactions reported on this Form 4 were automatically effected pursuant to a Rule 10b5-1 trading plan previously adopted on October 23, 2023 and established by the reporting person for the purpose of an orderly liquidation of options scheduled to expire in 2024."

this report says end of 2024

you can compare with another flyover by Brad Sloan from last Sat, most of the cars in the lot next to the helipad, and in the new west side outbound lot are new this week. You can see the helipad lot at ~3:20 in that video, and the west side outbound lot at ~7:35. Between Joe and Brad and...

Tesla filed a permit on 2/21 to install 3 new presses at Fremont, might be Roadster related given Elon's tweet yesterday https://aca-prod.accela.com/COF/Cap/CapDetail.aspx?Module=Building&TabName=Building&capID1=24CAP&capID2=00000&capID3=006OG&agencyCode=COF&IsToShowInspection=