Recent content by aubreymcfato

I know. What can I say, I am bummed but I've not lost all hope on the Semi. The surely go much slower than anticipated, even at 100 per week I'd be happy. But this what they said in the call: So, we're finalizing the engineering of semi to enable like a super cost-effective high-volume...

can you imagine Semi at 1000 per week? it would be *glorious*.

Piloly is the best chartist out there. If youre on X give him some love.

I've seen a few new Volvos in Italy too. Good for the mission if it's good, one less ICE SUV sold. But I'd wait a few quarters to see how it plays out in terms of numbers and demand.

Yesterday I was there (in the center), walking on the sidewalk, a blue Model 3 was stuck in traffic. Half a minute later, I turn and a blue Model 3 is parked, and another one was turning right at the end of the road... I thought I was tripping, but there were three of them! Milan is the most...

I'll believe carbon-neutral synthetic fuels when I see them. Not only production, but distribution and actual usage in normal cars. It's a possibility, but it's the carbon-neutral part that's hard. EVs are very simple and very easy to understand: zero emissions, as clean as the electricity...

It seemed to me that your message meant that Tesla competition in EU is active and alive, and you wrote Their sales are increasing, while Tesla's are decreasing. If you are saying that their ICE sales are increasing, it's right. They are dragging their feet, successfully. But they will have to...

This is 2023 best selling models in Europe: I've yet to see an updated chart with Q1 numbers, but "increasing vs decreasing" it's not very meaningful without knowing actual numbers. FWIW, Tesla allegedly gained market share in Q124. 2024 it's proving to be tough year, for sure, but for...

Good Elon. “As we reorganize Tesla it has come to my attention that some severance packages are incorrectly low,” Musk said in a short email sent to employees on Wednesday and seen by Bloomberg News. “My apologies for this mistake. It is being corrected immediately.” Source: Musk Apologizes...

Article from February but interesting chart. https://www.bloomberg.com/news/articles/2024-02-20/vw-renault-and-stellantis-under-pressure-to-team-up-on-cheap-evs

I'd love this, but I won't get it :D Here is what Elon needs to deliver, in black and white, on the call next week: Do's: - Outline plan to stabilize gross margin. - Outline the plan to grow demand and vehicle volume in 2025-2026 (2024 already a write-off imo). - Outline long-term product...

Tom Randall visited Redwood Material of JB Straubel (please... come back!) https://www.bloomberg.com/news/features/2024-04-18/redwood-material-s-nevada-ev-battery-recycling-facility-attempts-to-rival-china

Yes. Used ICEs will go one for decades, but government incentives to scrap them will be more and more aggressive (as they have been, for decades, to renew the fleet).

This is true, but what about delaying the purchase of a new vehicle after that old first car? You are now saving the tens of thousands of $ of the new car, even for a few years. I think the addressable market of a truly L4-5 system is quite large, even at the beginning. Tesla will never build...

Where I live, family often have 2 cars, even if only one of the parents works. The "second" car is used for groceries, errands, etc. If everything goes well, a true robotaxi service could replace this second car. I'm in a town without a taxi service, and if with few euros I could just book a...