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Recent content by alsetyledom280

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    Any one knows if this plastic piece belongs to model Y? [resolved]

    You are genius. Yes I have exactly same washer, thank you buddy a ton.
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    Any one knows if this plastic piece belongs to model Y? [resolved]

    Mystery is my stupidity. It is a click holder of my pressure washer. No idea how it went under Tesla during the wash
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    Any one knows if this plastic piece belongs to model Y? [resolved]

    After relative high pressure car wash oy drive way, I found a black/hard plastic piece under my wife model Y, I have never seen this before and no idea if this ever belongs to model y chassis. If anyone has seen such parts before, can you pls let me know. I may have to stop by service center...
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    TSLA - Product/Market fit - Valuation

    I would like to stress a few important points before I start. 1. This thread is not about how good model 3/Y are and wonderful FSD is. Tesla cars are best cars for certain cohort of car buyers, and this is a fact. 2. TSLA valuation discussion is interesting and intellectually challenging, and...
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    Poll - Who really need a model 2?

    Market breakdown US 36% China 34% EU 20% ROW 10% If model 2 is primarily aimed outside of US and Chinese market, this can be a tough sale as that will make Tesla a more traditional car company. A redux of m3 is better than m2. Any time Tesla spends on semi CT roadster are distraction at best now.
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    Poll - Will FSD be approved in China

    From Bloomberg news, Musk is in a surprising visit in China as of Sunday, meeting top officials to get FSD approved. Reminded me what Shanghai giga factory did at 2019/2020 pivotal moment in TSLA history. In some way, that factory saved Tesla and served about 50% global sales. Of course...
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    Poll - Who really need a model 2?

    I fully agree. It is not about a preference of a person or a cohort. It is mass market adoption. I think it is a bit absurd to use upcoming model 2 to justify Tesla market cap valuation. Neither model 2 nor CT would justify Tesla current mkt cap. Toyota has 5x of sales of Tesla and 1/3 of mkt...
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    Software Stack diff - AP (TACC & AutoSteer) vs FSD

    I thought folks have 3 choices of TACC, AutoSteer, and FSD if one subscribes fsd or bought FSD outright. I am in free trial, I have all 3 options.
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    Poll - Who really need a model 2?

    Model 3 is great and really good looking in many ways. It is a small car. Model Y is best volume and best $ selling model any car model in 2023. Few cares about S and X these days per sales number CT is a flop most likely. Semi is for light potato chips load only so far. Model Y already at...
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    Software Stack diff - AP (TACC & AutoSteer) vs FSD

    As I am not going to subscribe FSD after free trial. I tested AP today locally. On highway, AutoSteer is ok for me, I actually prefer I have full control when to switch lane. So I don't need FSD. On suburban local road, AP is much worse than FSD. It won't bother me much as I seldom use AP...
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    Thesis and Poll - Long TSLA Short auto insurance

    Tesla car is quite safe, but not as 5x safer as they claimed. If 5x safer, market based auto insurance premium would reflect that exceptional safety record. It is also a common sense you don't believe what they say, we need to do homework and due diligence ourselves. You would image if some...
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    Thesis and Poll - Long TSLA Short auto insurance

    U are all right and belongs to lucky group of Tesla drivers. My point here is that FSD subscription revenue is capped by monthly insurance premium discount for their Tesla, right now I see monthly insurance premium is between $100 and $200. In a way, GS estimate of some 75bn FSD revenue is...
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    Thesis and Poll - Long TSLA Short auto insurance

    Unfortunately what Tesla claims in their own safety report does not really count. Their report is far from scientific and they don't have other auto maker data either. It is an apple to orange comparison. What really count is # of fsd 12.x fatality or accident and market insurance rate if the...
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    Thesis and Poll - Long TSLA Short auto insurance

    That is the trend if fsd indeed safer and with good take rate. Insurance premium is marked to market (let us hope that, a big assumption)
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    Thesis and Poll - Long TSLA Short auto insurance

    Truly sorry I was in a rush and it is monthly for the poll.