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

Welcome to the 2019 Investors' Roundtable. This year, we are not going to try to split discussions between a "Market Action" and a "General" thread, as years of experience has shown all are too enthusiastic about putting their opinions and observations in a fairly random dispersion.

So post here - but as a specific topic gets discussed over a series of posts, we'll split it off to its own thread; this Master Thread will serve as the catch-all unless and until such a pattern emerges.

Othermod: Even better if you split it out yourselves, don't wait for us. --ggr.

Until midnight on 31 December...in some time zone...this thread will remain locked. You are encouraged to post away in the 2018 threads until then, at which time those will be locked.

With the key thrown away!

Happy New Year, all.

Is Elon thinking of REHIRING some of the fired SuperCharging folks


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"Tesla Supercharger" by Open Grid Scheduler / Grid Engine is marked with CC0 1.0.
Admin note: Image added to Blog Feed thumbnail

Luminar’s largest customer: Tesla

Tesla CEO Elon Musk has said that lidar sensors are a “crutch” for autonomous vehicles. But his company has bought so many from Luminar that Tesla is now the lidar-maker’s top customer.

Tesla accounted for “more than 10%” of Luminar’s revenue in the first quarter of 2024, or a little more than $2 million, the lidar-maker revealed Tuesday in its first-quarter earnings report.

Luminar reported that its revenue fell 5% from the fourth quarter of 2023, which it mostly attributed to “lower sensor sales to non-automotive customers.” That drop was “offset by sensor sales to Tesla, which was our largest lidar customer in Q1.” Luminar also noted a 45% gain in revenue year-over-year.


Tesla is Luminar's largest lidar customer — TechCrunch

  • Article
Entire Supercharging Team Fired?

News yesterday is that the entire 500+ person word-wide SC team has been let go. That is alarming. Why would Elon sack the execs and all the employees of this important part of Tesla's business? Could Tesla be selling the SC network off to a third party? Opinions? Other theories?

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Wiki Selling TSLA Options - Be the House

I decided to create this thread as a more focused variation of the Option Trading and Advice thread, with that focus on the option strategy known as The Wheel.

The thing to understand up front - I'm not a financial advisor, nor am I particularly expert in options trading. So far my experience is almost completely in the options selling side. My forays into option buying either ended in large losses, or are currently losing (index puts). But the option selling has worked great for me!

My first and strongest recommendation - if you're new to options trading, or haven't studied it systematically, then I commend the training here:
Free Options Trading Course from Option Alpha | Option Alpha

This took me about 30 hours to go through all of it (1.25x speed worked great for me). And I urge you not to skimp.

This is both general option trading education, along with education about a particular option trading strategy (selling volatility). You're going through that material for the general education, and you'll pick up information about that particular strategy at the same time (it happens to make use of the same edge in the market as The Wheel).

From here on, I'm assuming the level of knowledge conveyed in that linked education.

Here's a link to the FAQ / Glossary thread.

  • Article
Tesla ADAS Incident Reports

I'm starting this thread to analyze incident reports that Tesla files with NHTSA regarding crashes involving cars that might be related to FSD or AP or NOA. Note that Tesla has to report any incidence where the crash happens even if AP/FSD/NOA was engaged within 30 seconds prior to the crash.

Here is the NHTSA site where you can see details about the report and download the data. The data is for all OEMs.


Data sheet, 2022 : https://static.nhtsa.gov/odi/ffdd/sgo-2021-01/SGO-2021-01_Incident_Reports_ADAS.csv

Data Definitions : https://static.nhtsa.gov/odi/ffdd/sgo-2021-01/SGO-2021-01_Data_Element_Definitions.pdf

Tesla withholds a large number of data in the fields as "[REDACTED, MAY CONTAIN CONFIDENTIAL BUSINESS INFORMATION]". Still there are a lot of useful fields for analysis. We can use these fields to try to figure out how many crashes are AP/NOA and how many are FSDb, which is my first objective.

For eg. below I've a pivot table by "Roadway Type". Yellow is clearly AP/NOA, Green is FSD and the other two could be mixed.

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Here is the breakdown by posted speed limit. Again we can assume anything below 60 is FSDb (though there are edge cases).


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Tesla Virtual Power Plant in CA

Soon to be available in CA, here is a link to the program.


Let's see what this has to offer and how those that opt-in are impacted and compensated.

Supercharger - Staten Island, NY - Richmond Ave

Another survey for what seems to be a new Supercharger on the horizon on Staten Island, near the Stop & Shop. I expect this location to be a while as Carle Place and Shirley are still nowhere near opening and their surveys were done long before this one. It isn't even on Tesla’s map yet!

Search and Status

USB Music Playback

Has anyone gotten USB music to work? I have a folder of FLAC files that works fine on my Model S. I tried adding them to the USB stick in the glove drawer and nothing showed up. Then I tried them with a USB-C stick in the console formatted using exFAT and still nothing. Also tried the USB-C stick formatted as FAT32 and that didn't work either. Nothing I've tried makes USB show up as a music source.

Australian Model 3 Highland experiences, tips, tricks

Figured I'd start a thread to discuss experiences of new Model 3 Highland owners specific to the Australian environment. Any gripes, things that could be improved, work arounds, etc etc.

Has it burst into flames when you try to use the indicator button on a roundabout?

Do you have the new 3d park assist, and how have you found it?

etc, etc.

24.4.0 Gateway crashes

Anyone else experiencing a lot more Gateway 2 crashes with 24.4.0? My system is almost three years old, but recently I've been seeing a lot of Gateway reboots. Normally this only happens when there's a new firmware install (or the rare lockup), but now I'm seeing them every few days. Very strange and not totally noticeable since it auto-recovers.

Posting dates and times in case some pattern emerges.

2024-04-21 17:24:50
2024-04-30 12:39:51
2024-05-01 06:38:30
2024-05-02 13:53:05

multiple systems disabled

Today, I was backing out of my driveway and all of a sudden I heard a thunk (didn't hit anything). Right after, I received multiple warnings from my Tesla:
- stability control disabled
- traction control disabled
- steering assist disabled
- adaptive ride control disabled

When I drive her, there's no regenerative braking and I have to brake manually as well. I've sent a service request but the first available appt isn't for another 2 weeks. Kinda scared to drive the vehicle given the above warnings. Any idea what caused it? It's a new 2023 MS that's about 4 months old with 900 miles on it.
  • Like
Reactions: bernal.dennis@

Service Center Nightmares

Documenting my experience here so people will know just how bad these service centers are. Maybe I'll get lucky and someone from Tesla will see it.

I took delivery of my Cybertruck on March 21 after a delay from the original date of March 9 because of a failed PCS. Within hours of delivery I created a service request with 5 issues.
1. Rail Dust
2. Adhesive smudged all over the center tail light
3. Scuff on the plastic trim at the top of the tailgate
4. Left rear seat belt is twisted
5. Glove drawer linkage falls off and the drawer itself will fall out on hard acceleration

I received an appointment in Tampa for about 2 weeks after delivery. In the meantime I took care of the first two issues myself and posted a note to that effect in the service chat.

On the appointed day I went to the service center, dropped the truck off and left in a loaner Model S. The estimated time of completion was the same day.
Late that afternoon I checked the app and found that the completion time had been moved to 3 days later without telling me. I needed to tow my boat the next day so I sent a message that I needed to pick up the truck the next morning. At 9am the next day I picked it up, no work had been done, and they rescheduled the appointment for the next week.

The day before the next appointment, they sent a message saying that they did not have the parts and were rescheduling the appointment again. The day before the third appointment I checked the app to confirm the time and noticed that the appointment was in St. Petersburg, 40 miles away, at 7am. I did not make that choice, Tesla did. But I honored the appointment because Tampa had been so bad. I arrived at 7am on the appointed day, April 23, and dropped off the truck. This time the estimated completion was 3 days out. I had stated in the app chat and reiterated in person that I was leaving on April 27 for a week out of the country, so the truck had to be done and picked up or their loaner Model X would sit at my house until I returned. I sent another reminder to that effect on the afternoon of April 25. The next morning I received a message stating that the work would not be finished so I said to prepare the truck for pickup. I arrived at the St. Petersburg service center an hour later to pick up the truck and discovered that no work had been done!

The truck has spent 4 full days sitting in 2 different service centers and none of these 3 simple repairs has even been started. At that point I asked for the contact information for the regional director so that I could report this issue. They called out Matt, the manager for St. Petersburg and he flatly refused to provide any information. He took another 10 minutes of my time, saying thing like he didn't want to keep my car and he wanted me to be driving it. But he had no explanation for why it sat for 3 days without work even starting and was not even aware of that fact before I called for him. I got nowhere with him so I simply left.

Upon checking the app later in the day, I discovered that almost all of the history of these two visits is gone from the app. Everything from the St. Petersburg visit is gone and only the invoice from the Tampa visit remains. The chat history is gone and the invoice states "Customer did not authorize repairs."

This morning I opened a new service request and found the next appointment in Tampa is 21 days out. So I scheduled for Sarasota, 53 miles away, for 8 days out. Maybe the third service center will be the charm.

Supercharger - Dover, NH

A new 12-stall supercharger will be installed at The Garrison Hotel & Suites with an address of 200 Sterling Wy, Dover, NH 03820. This installation will use 3 pre-fab supercharger units and was approved by the Dover Planning Board in September, 2023. This hotel also currently hosts a Tesla destination charger, and there is a Dunkin' adjacent to the hotel as well.

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Did Tesla design cars to be able to take a range extender just incase?

I know this really is something Elon has constantly said is the wrong way to go but lets say the pure EV market really does stall and a certain amount of the population will only accept a PHEV at least for the foreseeable future. Does Tesla ignore that portion of the market or have a play there also? I mean if people charge them properly and the range is sufficient, they are still way better than a pure ICE car.

There's a rather large space at the back of the car for under boot storage. If they had to, a small range extender petrol engine might potentially fit there? I mean I'm thinking tiny like the i3's tiny little engine. It's at the back so exhaust is easy to put in, make the battery a somewhat smaller and put in a fuel tank. Doesn't power the wheels, just a generator for the car.

I'm not an engineer, maybe it won't fit but Tesla are masters of packaging, I think it could do. The cars are efficient, it doesn't need to generate a lot of power. I think on the i3's they actually were speed limited when using the range extender engine because it couldn't generate enough load for full acceleration but it was enough to happily keep driving without issue.

I highly doubt they'll do this of course, just wondering if that space at the back maybe was designed as a plan B, just incase.
  • Funny
Reactions: mikez10288

Proactively replacing RDU/LDU

I've decided to proactively have my RDU/LDU replaced on my 2012 P85 with Tesla's newest "U" seal delete manifold version. Having it done by the Portland Tesla Service Center, so no state sales tax.

No major issues with my current RDU?LDU - no alerts. Spaceship sound upon acceleration. Little coolant leak detected in speed sensor and coolant on end of finger after placing in speed sensor hole opening.
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First two pics are from my old RDU, second two pics are regarding the new RDU.422667782_10231545037464914_5095585864880706757_n.jpg
  • Like
Reactions: brainhouston

Supercharger team sacked?

Interesting news/rumour from Electrek today saying Tesla has sacked its ~500 strong Supercharger team. Apparently they will finish building the sites in progress, but no new ones will be going in.

I’m a bit puzzled by this one and can’t work out what’s going on with Musk. They have a big lead in charging and could quite happily take the charging crown in a number of countries, but now seem to be rowing away from this? Curious that this has also happened at the same time as Tesla have opened a whole bunch of UK SuCs to all vehicles.

I can’t decide whether I’d like to know what goes on in Musk’s head!
  • Informative
Reactions: SmartElectric

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