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Recent content by Erleichda

  1. Erleichda

    Long, LONG time Tesla...analyst I guess at this point. AMA about what's going on in the news.

    I'd be most confident about their market share through 2026 or so. The real competition is BYD, VW and Hyundai/Kia. Tesla really has about a 40% market share globally if you remove PHEV and minicars from the numbers. I would anticipate that rate of growth will be limited by battery and battery...
  2. Erleichda

    Long, LONG time Tesla...analyst I guess at this point. AMA about what's going on in the news.

    I think his public facing actions in person, on social media and as reported in the media are not the full story. Have you ever seen a politician pivot abruptly on a topic? Why do they so quickly change what their influence is to the public? What are they saying in private? Remember Lindsay...
  3. Erleichda

    Long, LONG time Tesla...analyst I guess at this point. AMA about what's going on in the news.

    FSD and all ADAS features only need to be provably better than a human driver to succeed. Will some driver oversight be required? Eventually. Does this mean that FSD/EAP are worthless before this point? No. FSD/EAP that makes the vehicle safer than a human is very valuable. A true, driverless...
  4. Erleichda

    Long, LONG time Tesla...analyst I guess at this point. AMA about what's going on in the news.

    Likely that radar as it existed was not in sum beneficial. It was helpful in some situations but harmful in others. Radar or other sensors added in the future will not be same technology, if added.
  5. Erleichda

    Long, LONG time Tesla...analyst I guess at this point. AMA about what's going on in the news.

    I do not think it is all macro, no. I do not think TWTR ownership issue is as it seems. It's not what you are reading, too superficial. I think that the relationships, the allies, the folks involved in Musk's sphere are a geopolitical nightmare from taking on massive entrenched and competing...
  6. Erleichda

    Long, LONG time Tesla...analyst I guess at this point. AMA about what's going on in the news.

    Since 2010, I've spent hours (often hours per day) researching electric vehicles and Tesla in particular. The only upside to this, well, obsession (according to the wife) is investing early and holding forever. I've seen ALL the FUD. Read almost everything you can think of and then some...
  7. Erleichda

    One more totaled or not? How to fight insurance? [OP reports totaled 12.19.2022]

    Talked with appropriate people. Total loss. DM me if you need assistance, I learned A LOT.
  8. Erleichda

    One more totaled or not? How to fight insurance? [OP reports totaled 12.19.2022]

    Ah, thanks, these are in the Penthouse. A better look at the manual: Steering rack AND lower column ABS, traction control Brake pipes and Front bumper carrier, Fascia, Grill, tow hooks Front energy absorber Front inner panels (43 in total), including the rails, many of which are structural...
  9. Erleichda

    One more totaled or not? How to fight insurance? [OP reports totaled 12.19.2022]

    There are only 3 repair shops who will and are approved to work on Tesla in our area.
  10. Erleichda

    One more totaled or not? How to fight insurance? [OP reports totaled 12.19.2022]

    Update, this is fun: 1. Our insurance is doing the appraisal, not the at fault. (always do this) 2. Our appraiser walked around at the tow yard and states repair estimated at $11,000. 3. That appraisal includes the following - Front bumper/grill $1165 - front lights $2250 - front radiator...
  11. Erleichda

    One more totaled or not? How to fight insurance? [OP reports totaled 12.19.2022]

    Head on, other driver speeding and crossed center line and determined to be at fault. His insurance handling the claim. Tow lot appraisal states "repairable" and we would expect next steps to take to Tesla certified body repair for their opinion, and know one locally. Structural damage possible...
  12. Erleichda

    Model Y P vs Rivian R1S

    Lots of great thoughts here. I just compared builds for a R1S vs Model Y. I tried to keep as similar as possible. MY: LR, tow hitch, 7 seats, EAP, 320 mi: $79k R1S: Explore, Dual motor, large battery 320 mi: $78500 with tax credit... I mean, why would anyone buy a Y? Charging network, available...
  13. Erleichda

    Politics - Quarantine Thread

    Dumb reasons to sell at a loss.
  14. Erleichda

    Elon Musk

    Most of this is not true. Musk was for all intents, a founder. Eberhardt had a prototype only that never would have become a production car. @enn_nafnlaus on Twitter has deep threads/receipts on this issue. He was not given an emerald mine, nor riches from it. He was abused by his father and...