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Tesla China announces a new promotion providing potential customers with the option of either $0 down or 0% interest on all new Model 3/Y. Offer is good for the rest of Q2:

@zhongwen2005, one of the Tesla reporters from China, is reporting that companies registered in the Lingang New Area of the Shanghai Pilot Free Trade Zone (Of which Giga Shanghai is a part of) will be given permission to transfer listed data overseas for a one-year pilot program. There is no...

Hi @alexxs88, This was a great set of two comments regarding the FSD tracker. The owner of the FSD tracker actually answered the first on May 6th on X (answer is yes, outlier data is now being removed; relevant X post is pasted below) and as for the second, the data is anonymized, but if you...

That sounds like it's probably more correct than what I had in mind. I thought it was that Tesla is moving from primarily selling a product (DVD vs automobile), to primarily selling a service (providing content vs providing rides).

Maybe I should have mentioned that I am an optimist like Elon. I embrace change and the possibility of a brighter future and truly feel so fortunate to be alive at a time to be able to witness all of the amazing tech that Elon Musk-led companies are working on. Reusable rockets...

Lol, yes, this is a version of FSD that Elon mentioned would be 'mind-blowing'. As an optimist, I do have to admit that Elon's mind seems to be blown more often than most people. :)

Elon says that FSD v12.4 will probably start rolling out next week (my own guess is that it will probably be the week after)

This was according to her planned sales, from October 23, 2023, directly from the Form 4: "1. 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...

Now we know who the new supercharger team is.... /s

Elon just landed in China, and It looks like Tesla China's FSD data infrastructure in China has passed all requirements for data processing for M3 and MY: http://www.caam.org.cn/chn/1/cate_148/con_5236385.html

Elon just landed in China, and It looks like Tesla China's FSD data infrastructure in China has passed all requirements for data processing for M3 and MY: http://www.caam.org.cn/chn/1/cate_148/con_5236385.html

Enter: CyberCab. 😎

Tesla China price reduction on all vehicle makes/models by 14k rmb (~$2k USD): Edit: I haven't seen any other notice regarding this price cut, so consider it just a rumor for now.

IMO, Dillon from the Electrified youtube channel makes some convincing arguments as to why there is a possibility that the shareholder vote for Elon's previous comp package may not go the same as it did the first time. Considering that there's even a slight possibility of that happening, I'd...

Looks like Tesla is rolling out the ability to be able to order food takeaway at limited supercharging locations in the UK. Tesla owners are able to order the food directly from their car's screen inside the 'facilities' submenu for those specific supercharging locations:

While it's true Tesla's overall auto market share dropped and overall EV market share dropped, Tesla's European EV market share actually grew QoQ (Quarter over quarter) in Q1, from 17% to 19.1%. While good, this is still a drop YoY (Year-over-year) compared to Q1 2023, which was at 21.6% :

Not in China... this is in NYC.

For those assuming that FSD would never work in population dense areas, this was pretty impressive to me although probably still not aggressive enough. Granted, it's not India or Vietnam, but it still does a good job of sohwing that FSD can actually make progress in population dense areas:

So Elon Musk, Rohan Patel, Ashok Elluswamy, and Drew Baglino have all been laid off?!?! TSLA should be down like 50% today! /s

If you're looking at current inventory, then it's anyone's guess as to what will be cheaper at any given moment. Tesla stated that they would incrase prices on April 1st, and they did. On March 20th, when you purchased an inventory model Y, you could order a model Y (not from inventory)...

Well, we had a nice run, but I think the competition is finally coming. SpaceX finally has some real competition, so I figure Tesla's competition must be coming soon as well. I've never heard of Space Y before, but they're obviously a completely legit company that wasn't made up for April...

Looks like the FSD 1-month trial is starting to go out to some: Here's what it looks like (not sure if this is in the car or in the app. I'm guessing it's in the app):

There are several confirmations on X that FSD Beta 12.3.1 is now being rolled out to Canada:

13.2k new Tesla registrations for week of 3/18 - 3/24 in China:

Some other useful information in that thread: - Refresh Model 3 will be getting it's first FSD Beta software within the next week - Tesla are trying to implement a method to be able to perform camera calibration within the factory without adding miles to the vehicle odometer - Tesla is aiming...

The guy in the video I linked said he had EAP. I'm guessing you have to have EAP in order to use AutoPark.

Thank you for your responses! I guess it would make sense that Tesla dominates in large cities where income and wealth are higher, while Chinese EVs dominate outside of the large cities.

Can you only speak specifically for Beijing, or have you noticed the same trend in other major cities in China as well? Also, your remark regarding the density of Teslas is very diffuclt to believe, especially if you are comparing to NorCal. When was the last time you were in California? What...

The new autopark has gone out to some customers with non-USS, non-FSD enabled vehicles. It seems much better than the previous autopark, even with snow blocking some lane lines: https://twitter.com/i/broadcasts/1LyxBnjqYbrxN

This person seems to claim being in Canada and having 12.3:

I know this discussion has passed, but considering all of these semantics regarding feature complete, I did want to point out that (this time) Elon didn't mention anything about feature complete. Whole Mars was the one that interpreted what Elon said to mean feature complete. Here's the timeline...

Watching from 1:22:00 is amazing to me... it incorrectly thinks it's in a right turn lane (behind parked cars) for a while, but after over a minute of just waiting there, someone gets out of the car in front of the Tesla and as a result of seeing the person get out of the car, FSD Beta...

Gamestop's market cap and daily volume was many orders of magnitude less than TSLA's current market cap and daily volume. Thus, in order to do to TSLA what the redditors did to Gamestop, we would need many orders of magnitude more (equivalent capital of) reddits.

This is my own interpretration and IANAL, but I feel like "compel" is a pretty strong word. It seems that this stipulation is there to protect the consumer from getting tricked into what they believe is a pretty good lease option (maybe the automaker gives a $2000 discount for leasing the...

Teslascope is the name of the X poster. They also monitor a website + service (Teslascope) which any Tesla owner can voluntarily sign up for to provide them with specific details regarding whenever your specific VIN gets software updates, and when you install the updates. Since the service is...

Just to be clear here, the only people that currently have v12 are employees, not shareholders, but your point still stands that they can have a bias towards wanting FSD to improve so that it's one less FUD point for them to have to hear about the company that they work for. The study itself I...

Teslascope has written a pretty long post regarding FSD v12: TLDR: 1. Hopeful for FSD v12 Beta release to non-employees by end of Jan 2. As of this weekend, Tesla has begun internal testing of Actually Smart Summon (ASS) on company-owned vehicles based on V12's end-to-end architecture. 3. High...

This would be the first afterthought that can do this to a 1200 horsepower Corvette C8: Oh and btw, this video has 1.4 million views in 4 days, and many of these viewers are probably watching this after seeing a bunch of carwow's Cybertruck coverage, which was mostly positive:

While living in the Inland Empire (Los Angeles suburbia), my famlily including 2 kids survived on a $110k annual single working parent income. Granted, I am a total cheapskate though. No credit card debt, bought a used MX that validated my minor TSLA investment, so I turned it into a much more...

Tesla China 🚀

Tesla offering free supercharging to Japan in the earthquake-affected regions: https://www.benzinga.com/news/24/01/36446463/tesla-steps-up-to-offer-free-supercharging-for-a-week-in-japans-earthquake-hit-regions

Err yes, you're correct. I meant that am speculating that they'll only implement on the M3 Performance at first while the LR and RWD that's in current inventory continue to sell out. Sorry if I hadn't made that clear.

You don't even have to wait for Tesla to release their delivery numbers apparently 🤣 🤣 https://www.investors.com/news/tesla-rival-byd-seizes-electric-vehicle-crown-chinas-li-auto-nio-xpeng-deliveries/

I'm just realizing now how Tesla plans to solve the issue of the M3 Performance currently being cheaper than the M3 LR after rebate - It seems they plan to phase in M3 refresh into the Performance variant first, and then my speculation is thatt Tesla will raise prices on M3 performance at the...

Where are you getting this estimated auto gross margin of over 25% from? I'd love a little more insight into how to interpret BYD's performance as a competitor to Tesla.

The current Tesla employee seemed very unsure of the exact details of the stock purchase plan, so I'd take what he mentioned with a grain of salt. It's very possible that there has been no change to the stock purchase plan.

Not sure if it's been posted here, but Joe Justice has a new video with a current Tesla employee out. Note that half of the video is censored because the employee is saying things that he probably shouldn't be saying in an interview, but I still was able to find qutie a few nuggets. Here's a...

This would be my concern as well, but I think we are an extremely long way off from there. Tesla has stated that the first jobs the Teslabots will take will be the dangerous and dirty jobs that no one wants. After filling these jobs, Tesla could maybe make the move to focus exclusively on the...

Sawyer took this screenshot from Tesla's website: While it's possible Tesla may change it later on, this was directly from Tesla's website.

As expected, M3 LR and M3 RWD lost eligibility for the $7,500 rebate. The M3 performance is still eligible for the rebate, which makes it cheaper than a M3 LR.