Recent content by AndrewZ

Tesla should just wait until the H200 is released and then the H100 Ti will probably see a big price drop

Stock market psychology is so interesting

Heck the stock was $175 two weeks ago

Will Tesla take liability if it’s possible to set up any scenario where FSD will consistently fail? Some situations can happen very rarely but when you’re running a fleet of millions of vehicles racking up billions of miles, the system will increasingly encounter rare situations potentially...

The Level 3 module is just the Traffic Jam Assist where they actually take liability under the specified conditions. People act like that’s all it does — that’s not all it does. When not in a traffic jam, it’s a Level 2 ADAS like Autopilot and it has the ability to flip in and out of Level 3...

It’s almost like they saw the posts here about maintenance costs, revenue streams for the big carmakers, and existing fleet maintenance equalling profitability for the high luxury brands. EVs are lower maintenance in general, so this is not a source of profit that EV makers can fall back on and...

There are still 9 weeks of potential price adjustments coming in this quarter.

Disengagement data could come from running FSD in shadow mode and where the human driver does something different from what FSD was predicting = disengagement. Requiring paid user data has never made sense to me and I’ve yet to see evidence it results in anything, spent enough time listening to...

Data are always being collected in shadow mode including running FSD in the background and seeing how the driver’s maneuvers etc deviate from what FSD would have done. FSD purchase/subscription is not required.

Where do dealerships get their parts from? And why are OEM parts such a big deal. The existing fleet is THE profit stream for the big carmakers, and Elon has elaborated on it many times in the past. People can say a lot of things about Elon, heck I say a lot of things about Elon, but he knows...

The big carmakers have historically not made money on new car sales, they sell cars at cost and then make money over the long term by selling parts and service to the existing fleet after vehicles leave warranty -- you can listen to Elon talk about this dynamic on several occasions and how it is...

Forced recalls don’t happen often and require court action when they do. Basically all vehicle recalls are voluntary, even when initiated by NHTSA investigations etc — ie you’ll see NHTSA documentation comes out that talks about their investigation and findings but mentions how the manufacturer...

Hopefully people understand that basically all auto recalls are voluntary as are their solutions, and what the solution entails can be viewed as more indicative of what value the manufacturer is willing to put in. But as an investor of course, cheap and easy is pretty much exactly what you want

All Model S and X trims were dropped by $2k as well

Now imagine what would be required for Tesla to take liability in a generalized Robotaxi lol Mercedes is using an implementation of NVIDIA’s Drive platform.