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  1. Eugene Ash

    Expired Evaporator cleaner tool [Expired]

    This marketplace listing has expired and has been removed.
  2. Eugene Ash

    Smelly stinky socks / mold in Model 3 AC

    I wiggled the filter up and down, during the installation. It is snuggly attached. I have not changed the filter since then yet. I print mine in ABS so it is very unlikely that it would deform.
  3. Eugene Ash

    Curbed the holy EFF out our MYP Ubertine wheels using FSD 12.3.3!

    Just had a close scrub at 40mph on FSD at v12.3.6. Not the most pleasant sound, but luckily no rim damage, just rubber marks...
  4. Eugene Ash

    FSD v12.x (end to end AI)

    First ride on FSD 12.3.6 on model S. It is more decisive in taking right turns at red intersection. I have it on chill, but it drives faster than I would. In particular getting up to speed limit, right before a fully packed and stopped red light intersection. I would just go slower and break...
  5. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I am also skillful at catching falling knifes, as I started @180. It felt meh. Doubling down at 144 felt viscerally painful, as if someone punched me in the stomach. That's my clue to double down... The palms have healed today, and look very green : )
  6. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It was physically painful to rip up the couch and get into leap calls @144. Wish I had more furniture....
  7. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Storage needs to be connected, to react to the grid. Even if it is used as a backup generator, it is still a vulnerability vector and I would not let it anywhere near military facilities. I think it is a great development that moves progress further. Let me remind you how US politicians were...
  8. Eugene Ash

    Wiki Selling TSLA Options - Be the House

    That is good. In my opinion we are at the local top, just because the leadership is narrow, and valuations are questioned. I think we are overdue for a rebalancing and PE multiple compression. So, in my mind it is justified to question the direction from here...
  9. Eugene Ash

    Wiki Selling TSLA Options - Be the House

    It could be. Technically these are milestones, and we just don't know what is their scale for these milestones. These could be internal metrics, like Daily Active Users. Previously I used FSD maybe once a week, just to see how it is progressing, and report some lane change errors, mostly. Or...
  10. Eugene Ash

    2023 Model S is a disappointment.

    I always park next to one, or a new & comparatively expensive car. I've used summon to slide in an out of a tight spot, but that is only an exception, when I know i will come back faster than the next car. And yes, when visiting a store, I park far from other cars too...
  11. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Because of growing share of stationary storage, I think it is worth floating and upvoting a question on Say.com for the next earnings call. e.g. "As investors seek to understand project accounting methods for Megapack projects: what are the yearly revenue and cashflow contribution that you...
  12. Eugene Ash

    2023 Model S is a disappointment.

    I'm pretty sure it will get to a point that it could, as it can read signs and road markings. I did not observe/nor look for a checkbox for that. It should be similar to "use HOV lanes" setting.
  13. Eugene Ash

    Smelly stinky socks / mold in Model 3 AC

    I did a thorough Koolit clean, and installed this clip. The clip definitely helps, as the car does not stink, and we're still in pacific northwest rain season... I highly recommend that clip and also started to include that in with my evaporator cleaner tool for Koolit. Adam did a great job...
  14. Eugene Ash

    Do Not Buy “HEPA” Cabin Air Filters for Model 3

    It _might_ work, a) as long as it is securely attached to the filter b) thick enough. So far it has been 2-3 months smell-free, since installing that clip after a thorough KoolIt clean...
  15. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Engineers left Mercedes in late 80s, when marketing folks took over. If engineers were in charge Mercedes market cap would have been today's 84+53B. Love their brochures, refrigerated apples in service centers, but got tired at 3k/year maintenance costs/upsell to change the leaks/breaks, etc...
  16. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It could be a re-use of 3/y parts for a smaller vehicle, like a hatch-back. There are so many technologies we have not seen yet. Like a PM motor that does _not_ use rare-earth magnets. Might have lower performance, but also lower cost. In a lot of cases, equipment is already paid-for, so better...
  17. Eugene Ash

    2023 Model S is a disappointment.

    Yesterday, upon completion of my FSD drive, the car knew I'm the only passenger, and instead of stopping near a front entrance to a local pool, it nosed in into a parking spot. FSD: 12.3.4
  18. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It got better at parking near sidewalk, especially when there is dedicated entrance. Does it impressively well at my drives to my local pool.
  19. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That computer would be capable of running an LLM doing useful stuff. I'm at awe how fast the paid version of ChatGPT is and that has some serious compute behind it. Having 2M paid-for nodes to run LLM for inquiries, chats, github copilot stuff would be a great usecase, and a profitable one too...
  20. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Have they brought up the elastic properties of inanimate felines yet?
  21. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Same, as I started with AP1. What helped me is a) adopting "is it driving safe" approach to intervention. Yes, I am that car that sometimes takes 15 seconds to take an unprotected left, but I am no longer bothered b) chill mode, as I don't want my passengers to vomit. Even that became a little...
  22. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I stepped out for a year, and am dumbfounded with the number of care bears now cozily living in this thread. In my book, ones who have not personally tried FSD, are not real investors and their argument is not based on first principles / first hand experience.
  23. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    PE for TSLA is 35, and ~37 for MSFT, and 25 for S&P 500 basket. By these measures TSLA is a screaming buy, as it is definitely not 60x.
  24. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Anecdotal, but 12.3.x had a change that has me puzzled on the end of the auto-pilot navigation, on how to turn it off. Now in 100% of the cases the action prompts the "Autopilot disengaged - what happened" prompt as if there is a problem. There is no problem, I just want to back it up into my...
  25. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Does a decision to initially not have steering wheel have to motivate the AI staff? If one thing I learnt, Tesla is great at adapting fast. They don't have to burn the boats.
  26. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes, there are other players in stationary storage, however, one has to be aware of the "transparency" of the markets where CN companies thrive. In a lot of countries kick-backs, even in commercial entities are the way of operation. Even non-government entities are susceptible to bribery of...
  27. Eugene Ash

    Expired Evaporator cleaner tool [Expired]

    This marketplace listing has been re-listed.
  28. Eugene Ash

    Do Not Buy “HEPA” Cabin Air Filters for Model 3

    I highly recommend getting this add-on part as, described in the video. Having had a thorough clean with Kool-it, and this new clip, has solved wet filters and we're on unprecedented 4th month of stink-free cabin in PNW climate. Engineering explanation below:
  29. Eugene Ash

    Expired Evaporator cleaner tool [Expired]

    This marketplace listing has expired and has been removed.
  30. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Indeed the drop in price was significant, thus I bought some DITMs for these with couch money. NFA
  31. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    CT at is also a showcase and a blueprint pull for a new 48v-centric supply chain. This supply chain build-out can't be done with a cheap vehicle, and there is enough margin in CT and guaranteed volume for suppliers to invest and get on-board. By gen3 time, we'll have 2nd or 3rd revision of 48v...
  32. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    1) Differences in business model and importance of image. What works in CN, might not work in the rest of the world. I wonder if the Nio houses are profitable anywhere beyond CN. As an investor I love how lean TSLA is on the store side and delivery, service. 1a. I wonder how are the battery...
  33. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There are multiple ways to measure temperature, and I assure you there is no constraint on thermistors. NTC thingies are super cheap, and there is no chip involved. They'd probably go with addressable digital thermistors on a single bus, but again, we're talking a dollar max per brick. 800v/4.2...
  34. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    anecdotally, that price action got me to get back to a model S, now that it has a steering wheel, and I just could not pass up the fsd transfer and the price drop. Yes, a higher interest rate, but the pill was sweet enough for me to swallow. The high-spenders are definitely more cautious, and...
  35. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Dan Ives doesn't know s*it. Remember how he was uber-bullish on GM's ultium after they did their version of battery day with a school project and a large powerpoint? How he sung praises to Marry "who led"? That's all you have to know. He's an equivalent of Gordo, with a slightly different slant...
  36. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    @anthonyj, @TrendTrader007 : is it time to buy calls yet : )? P.S. Couch > a few chairs this morning...
  37. Eugene Ash

    Expired Evaporator cleaner tool [Expired]

    This marketplace listing has been re-listed.
  38. Eugene Ash

    Expired Evaporator cleaner tool [Expired]

    This marketplace listing has expired and has been removed.
  39. Eugene Ash

    Expired Evaporator cleaner tool [Expired]

    Added a 20% discount on Etsy for black friday!
  40. Eugene Ash

    Liftgate Glass Rubbing

    I was a bit rear-ended. A tiny dent, so when I brought up the original rubbing, they wrote it off immediately to the accident. Ended up going through the insurance, whole rear door replacement. Before that I did take a peek of what it would entail, and concluded that under-the-liner hinge mounts...
  41. Eugene Ash

    Expired Evaporator cleaner tool [Expired]

    This marketplace listing has been re-listed.
  42. Eugene Ash

    Expired Evaporator cleaner tool [Expired]

    This marketplace listing has expired and has been removed.
  43. Eugene Ash

    Insurance in Washington State

    Going through connect (costco) and Farmer's (the party that did rear-end my brand new model S). The damaged party has to do a large amount of legwork, like uploading pictures in 3 different apps/websites (connect, farmers, tesla app). Can't wait for Tesla insurance to be available in WA state...
  44. Eugene Ash

    Expired Evaporator cleaner tool [Expired]

    Yes and yes. Works great with KoolIt
  45. Eugene Ash

    Liftgate Glass Rubbing

    +1 on this problem. Got red car last week and it has this same problem. Will report what the SC says.
  46. Eugene Ash

    Model S Refresh / AQI (Air Quality Index Question) ??

    I wonder if this data is easily accessible and how. Also, the nature of garages, parking spots and roads makes PM spikes quite volatile. Placing a sensor away from nearby parking diesel pickup would give less noisy data....
  47. Eugene Ash

    Wiki Model S Delivery Update

    It is not TSLA who changes rates, but the banks that TSLA partners for customer convenience. Au contraire, Tesla lowered prices, so that TCO stays the same, despite higher financing charges. However I was able to secure 5.37% rate. Just for reference
  48. Eugene Ash

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I didn't do bonds. 50% of my first Tesla was all my TSLA shares. In retrospect that turned out a $700k model S 🤷‍♂️. I take loans. Wife's one is 1.69%. Mine is 2.49%. Loan balances, again invested in TSLA. But this time I might just pay cash, transferring fsd to a 🫦 red model s.
  49. Eugene Ash

    When to submit trade-in info to Tesla

    1) Place an order when you're ready, create a Tesla account. 2) install Tesla app. In the app you'll be prompted to take pictures of your Miata. 3) you'll be prompted to describe the financial situation with your Miata (are you still paying for it, who is the bank, loan account, etc). 4) you'll...
  50. Eugene Ash

    Seeking advise and interest?

    sorry for oof, what was your trade in?