Recent content by Dancing Lemur

Cell Towers in the Sky I’ve done consulting in the commercial satellite industry for the past 20+ years, and they’ve been collectively trying to pretend SpaceX doesn’t exist (not unlike OEMs burying their head in the sand about Tesla). The industry’s cheapest launch service provider is also a...

Regardless of what the actual “installed annual capacity” in Shanghai is, if what they’ve been able to do in the Chinese factory translates into German and ‘Murican, then we just might have something here, boys.

My rolling billboard of an X is currently advertising riverside, as the bench in the photo below is my trading desk for the day. Tesla is installing solar and a couple Powerwalls at my vacation house and the power is off today, so here I sit listening to the stream babble and watching the...

Margins Tesla pays their suppliers after they've sold the vehicle, so when deliveries go up every quarter that works very much to their advantage. They get a bunch of raw materials delivered, turn them into a car, sell it and get cash relatively immediately, and some weeks later pay the...

Starlink Maritime (and Aviation) are going to be game-changers for SpaceX, and eventually Tesla. The $5k/mo may seem steep, but it’s nothing compared to the current competition. Those are priced per GB; you can get about 25 GB/mo for the same $5k if you sign a one-year plan (SL is...

I can vouch that the whompy wheels on my MX Plaid can go 150mph without falling off. Not recommended late at night in Northern NY where moose may be on the road. Or in Arkansas where rednecks may be on the road. But it had to be tested for…science. *no rednecks nor meese were harmed, and it...

Happy 420 Earnings Day, all. I haven’t posted in a while, but I did contribute to Q1 numbers, especially ASP and margin, with delivery of my MX Plaid. I’m just back from a 5000+ mile road trip to break her in, touring 22 states and hitting Austin for the Giga Texas opening (Boston --> Austin)...

On the off chance anyone has a last minute cancellation and needs a +1, I am available as my potential ticket fell through. I’ll not only compensate you well, but will chauffeur you there in my MX Plaid if you like. Shot in the dark, but I’m in Austin, so why not?

Get ready for TSLA to drop like a rock next Friday when the Starship production forecast disappoints.

Inside cam has to differentiate between can of beer and can of maple syrup. *Possibly only Quebec

Model Zero rumors > stock split rumors But…I agree that it’s unlikely Tesla China unveils the new model this week. There’s just more chance of that than the Nothing that’s happening on 12/9-10, depending on your side of the International Date Line. We don’t talk a lot about the folks managing...

My Plaid X, which I changed to a 6-seat config at the Tesla rep’s urging as he promised 2021 delivery with the higher-priced seats, just had its estimated delivery updated from January to…February. They supposedly delivered a few starting a month ago, but the rollout seems to have stalled since...

1. I’m annoyed that I spend the entire day monitoring all things Tesla and was not able to throw my money at them for an overpriced trinket as they’re bought out by all the Whistle Speculators. 2. Tesla YT dropped a Camp Mode not-an-advertisement today:

I’m not sure about the Beta, but there definitely is not yet feature parity across the iOS and Android apps. That’s pretty common for app developers, but I do think that Tesla has a particular duty to keep Android on par with iOS. They shouldn’t exact too much punishment on those that were...

The Tesla iOS app was updated yesterday, and they’re clearly putting a lot of effort into making that the center of the Tesla experience. This and the past couple updates have added features like customizable widgets, multiple car phone-as-key, better solar control, access to the Tesla shop...