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Interesting. What if there is no concept of 'front' or 'back' on these Robotaxis? You just need steering capability on both axles, but it would never need to do the dreaded 3 point turn... it would just slow down to a stop, steer over to the other lane with all 4 wheels, then accelerate away in...

Yes - that is the right attitude. It is also the attitude in the recently posted video from the Tesla Semi presenter (Greg Priestley?) He specifically asked for other OEMs to go "all in" on electric and compete directly with Tesla. He specifically stated that they should learn from the failures...

Yes. I'm about halfway through Dan Priestley's presentation - he indicates that Tesla was doing what we thought these last few years: learning from the millions of miles of experience to design what he calls their "high volume" semi. Perhaps we can consider the current Semi the "Model S", and...

Totally unrelated I am sure, but does all this talk now from voices trying to deny Elon's stock package seem a bit like Russia's behavior over the last few weeks, throwing every warm body they have into the fray to try to take ground now since they know their opponent is on the cusp of gaining a...

So you don't want to pay him the already agreed stock options for his work over the last 6 years... because you think he may not do a good job going forward? That seems like a way to guarantee he will not do a good job going forward. Seems to me we pay the man the agreed amount for his prior...

I enjoyed that too. Amazing how difficult and uncertain every single thing is about this battery technology thing. Current charge state? It depends. How fast can you charge safely? It depends. What is the tradeoff of cycle life vs. charge rate vs. depth of discharge? It depends, and changes over...

Cool - that is yet another interesting entrant in the race. I think the big question for all of these isn't "how fast", but "how fast per Watt"? Compute per Watt and Cost per Watt would be, I think, the crucial metrics going forward for datacenter builds.

My previously recounted recent rear-end collision (while on FSD) is actually somewhat proof positive of your statement. The primate-driven car behind me had to accelerate from a full stop into my car, which my FSD had slowed after turning right. (aside: I think FSD 12.3.4 was waffling trying to...

^^^ This ^^^ times three thousand. I will say, I let myself be carried away by the overreaction to the SC layoffs ... by finally completing my TSLA -> Roth IRA stuffing for the year (basically a long-term bet that helps with taxes on expected long-term profits). That layoff, a definitive (and...

I've been watching more of the Brighter with Herbert Youtube videos lately. A lot of discussion about how exciting this moment is. I think some of us, including myself these last few years, saw the world in 2030 as about the same as now, but with a ton more EVs and enough charging around to make...

Just one datapoint here as a Schwab customer. No trouble voting my shares. I did not transfer from anywhere else, if that matters.

I'm with you on that Cybertruck role. It was a huge statement: We are coming for your last profitable niche. Get on the wagon or get run over by it. (I realize that is not 100% true: CT does not cover all uses of pickups, but it covers enough to cause some quaking in boots, one hopes)

I think that is a possibility. Elon (and presumably the Board) see a need for a new vision as Robotaxis are theoretically introduced. They may not fully grok the new vision (hubs as you say, or who knows what!), but they know that the old vision will be inadequate. Also, as possible SC layoff...

But do they for this product? Cybertruck is so very new. Who bought a high visibility Cybertruck to ship to Russia already? Wouldn't they be asking for trouble, with something that unmistakable? Exactly how many Armenian names are on the Foundation Series reservation list? Sorry, this isn't...

That is quite surprising!!! As best I can tell, that would mean that Tesla is breaking US sanctions law right now! As an investor in Tesla, I am quite concerned that they would be breaking the post-invasion sanction against operating in the Russian transportation sector. Can you send some...

You have Cybertrucks in Russia already! Wow! I thought we were still waiting for them to even go on a tour in Europe, and here you are already buying and driving them? You must have really good importers over there.

That's about the tenth one, according to the article. Makes me think the war is not going as swimmingly for Putin as he would have us believe, nor is Zelensky the pushover he expects us to believe either, or he wouldn't be trying so hard to eliminate him. The guys they caught were Colonels -...

Clarify your use of "missing" 🤣 I kid, I kid! Yes, the always sanguine and occasionally earthy replies from our feline friend have been in short supply. Perhaps a well deserved vacation down the Mountain somewhere?

Gift article from Washington Post: Russia, Remastered Under Putin, a militarized new Russia rises to challenge U.S. and the West https://wapo.st/4dxlWwg Long and interesting, with a number of interviews with current and former Russians. The metaphor of Putin turning Russian society into...

Those two facts are why I cringe anyone uses the word "free" anywhere near the term "market" when talking about energy. Energy isn't a free market, never has been, likely never will be. Pretty sure Tesla is extremely well aware of this and shows evidence of planning accordingly.

Finally! That must be Elon's new title, to be added to Technoking?

I notice that a lot of the comments in the X post about the Feloni say that it's a fraud / joke. I'm also VERY skeptical about firing those bullets from a drone with what I'd think is massive recoil for something necessarily so light. Fire one shot and lose all attitude control! But I admit I...

I would find that mighty premature. Tesla has stated SC development will continue. NACS remains a better solution. Jumping ship a day or two after Tesla has a re-org seems poorly thought out.

Yes - so many nattering nabobs of negativity here!!! My ignore list added to finally as well. I have said it before and I will say it again: Battery glut with massive price reductions this year. US competition has dropped out. Megapacks are still ramping and selling like hotcakes. Tesla : "we...

That's what I think happened here. We already knew Elon was in War Mode with the AI/robotaxi refocus (Demon Mode from the biography, if you will). We don't know, just more speculation, but given that he sent that warning tweet about all managers needing to cut ~10% of their workforce, I...

New Bucc-ees mascot: the CyberBeaver

Agreed that as an investor of any significant amount, you should try FSD v12 firsthand (any end-to-end NN version will do). I made myself let it take over a few times during this free trial month, and was blown away. NOT that it is "robotaxi ready" right now, cause our version ain't yet, but...

I had this same opinion for a while (that FSD, AI, and robots are orthogonal to, or even against the Mission), but for me that opinion is starting to shift. My logic chain: To complete the mission, we need to transition to 100% renewables. One of the most lagging sectors in renewables is...

OK, I can see that, but I have a lot of trouble second guessing any tactic Ukraine uses. Analogous to how many investors criticize Tesla for certain decisions: they (Tesla or Ukraine) have far more information than us, far more timely information than us, and are the ones who face the very real...

We sent it to a country at war, being rained on by dozens of missiles nightly, intended for use in that war, so I am not sure that we expected to get it back? I admit I'm confused by your question. Personally, I'm rather more upset at the people raining all those missiles down on Ukraine...

Indeed. I think there is much food for thought there about the flexible task-learning skills of our squishy primate brains.

This reminds me of a thought I often have about FSD. We are spending billions of dollars ... running cutting edge AI chips ... employing world-leading AI experts ... burning GWh of energy ... toiling for years ... to create a teenage brain that can barely pass the driving test 😆 (I know, I know...

At great risk of taking what was intended as a joke seriously: my understanding is running a gas generator to charge an EV is more efficient (carbon per mile wise) than burning that same amount of gas to drive a combustion engine vehicle. I believe that comparison holds for natural gas and...

But.. we got some new ones, and they look hungry?

That is my understanding as well. Remember, a lot of this $60B is backfill for the US military. It seems that we had a bunch of materiel that we could not part with until this bill passed, but the instant it passed, we could ship this materiel knowing that the funds to backfill it were now...

Absolutely. Aren't the regulatory credits in the billions now? Or mere hundreds of millions? The US government is forcing ICE to donate to Tesla like crazy. What happened to all the analysts who said "regulatory credits will dry up by 2020/21/22"? What is the gross margin on those credits ;)...

Here's a similar thought: when you plug in to Supercharge, you automatically start computing for the duration. Lowers your cost of the charge by X amount. The SC locations will be the network base stations (remote ones might indeed use Starlink). Can be disabled as an option in the car settings.

Thank you for that well fleshed out first-person narrative. Extremely helpful! And to reiterate - BYD has publicly said they will not enter the US market anytime soon. They don't want to be here.

But it is not --- not out there in the FUD world, which is (to a first order approximation) everywhere but here. Folks I have talked to think of Tesla as either unsafe ("autopilot kills emergency workers", "battery fires", etc.) or too cutting edge ("let's see how they are in 2 more years"). The...

I think I remember your predictions from around then. You had some detailed spreadsheets from industry sources IIRC, and indeed were right - Tesla's 4680 rollout / ramp / development has been slower than many of us hoped. Other more experienced battery makers are rolling out that same form...

My take as well. Looks from many reports like there will be massive 2170 supply starting basically now, for at least a couple of years. This also decoupled the Semi launch from 4680 development, reducing at least one element of risk for the Semi project.

I read this as Elon (?) believing that word of mouth is proving the most effective. Perhaps he also believes that the next 3 months of progress in FSD will create enough free buzz in the word of mouth and social media arenas that advertising will be unneeded. I think we here don't put enough...

Agreed. And I think this is one of the most common accidents - I look out for it (being a potential following car in that scenario) as I am going around right turns behind other cars that are looking for openings in traffic. Don't assume the guy in front of you is going to keep moving - or...

It is possible, but in this case, less likely. I could clearly see the oncoming traffic, and I expect I would have accelerated around the turn into my new lane without stopping again, whereas FSD accelerated out, then slowed greatly (honestly not sure if it stopped or not; I _think_ it slowed...

Agreed that ATACMS have proven a huge thorn in Putin's side. I have only seen the vague phrase "long range ATACMS" in regard to this new bill - does anyone know more detail on HOW long range we are talking? IIRC there were several possible ranges for those missiles. Also, @wdolson (or others) is...

In my case, FSD drove a little TOO carefully. I got rear ended this weekend, while waiting for FSD 12.3.4 to decide (in its hesitating, on again off again way) to make a right turn into traffic. The car behind me probably saw my car pull partially into traffic (which it did), then slow/stop...

I agree somewhat ... although I was surprised that a majority of Republicans actually voted against the funding. This is counter to what I understood 6 months ago when this bill was first proposed. There were always enough votes in the overall House, but I actually thought there was a majority...

Also, I think there might be a significant overlap between serious eclipse watchers and Tesla owners, adding to the already unusual traffic load 😆 The more Buc-ees the better though. I have yet to see a place with a business model more suited to Supercharging!

Also, lest us USA folks forget: BYD is not coming to the US market.

This has been a particularly dark "week before earnings" Storm. I too had to expand my Expel list ;) And no, once again this quarter, they cannot have my shares.