Recent content by Hank Moody

Conspiracy: Tesla will use the money to buy Panasonic's side of Giga 1, so that they can incorporate their new battery technologies?

Bad presentation. Long waiting time. Perfect truck! I really don’t worry about the design. Was shocked at first, but it’s been only an hour and it’s already growing on me. Once all the influencers start hyping it everybody will want one. Plus it's really genius from a manufacturing point of...

It seems to me like some people here don’t get what’s at stake with FSD, even though Elon showed it pretty clearly with the presentation at the end. The company that will reach level 5 autonomy at scale will own the market for decades, just like Microsoft with OS, Google with search or Amazon...

Maybe I'm too optimistic but I do not think the price reduction was about demand at all. It seems to me that it was all about model Y. Unveiling MY without a 35k version of M3 being available would get enormous backlash in media that would overshadow everything positive about MY itself. So they...

Who knows what it means, but just a thought: ET = Electric Truck? And ET phone home = start of Electric semi Truck production at new home = Lathrop?

I’m more and more convinced that Tesla will move S/X production to the new Lathrop building. Here are 2 more evidence: Quote from today’s CNBC article from one of the former engineers: But Tesla has long debated whether or not it should "sunset" either the Model S or X, or move production of...

And one more thing about Lathrop. Few days back Tesla posted this job offer Maintenance Technician, Production Facilities (Day Shift) - Lathrop | Tesla. It seems to me that it’s not job offer for the existing building which they refer to as Parts Distribution Warehouse but for the newly...

Ok, that didn’t occurred to me and it makes sense. But then there still remains a question where they want to produce Y, semi and roadster. If Fremont stays with S, 3, X then it’s maxed out, which means that they should soon start building new US factory or scaling Gigafactory if they want to...

Yes, the side full of loading docks would suggest that, but isn’t it too big to be just for storage? And what do they need to store anyway? They wouldn’t build a building to store inventory cars, battery backs and motors are stored at Giga and other big parts are made at Fremont so they don’t...

Any news about the Lathrop building? It seems to my they might move S/X production there. I don't have any numbers, but just by comparing the footprint in Google maps it seems like it could be the 1/4 size of Fremont, which might be enough space for S/X production of 100k /year. So if Fremont is...