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Recent content by joh01652

  1. joh01652

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What year and model is your vehicle, and what hardware are you running? I got 12.3.4 yesterday on 2020 LR Y with hw 3.0; did a drive yesterday and this morning. I do the same "challenging" routes to compare/contrast software versions. Can't say I notice any improvements from 12.3.3. The car...
  2. joh01652

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Public Service Announcement (from Not a Tesla App on X): Tesla FSD 12.3.3, update 2024.3.10 should now be available to most owners in the US and Canada.If you haven't received the update yet, go in your vehicle and tap on Controls > Software and scroll down.If you already used your "once a day"...
  3. joh01652

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    No, she lives almost 2,000 miles away. My point is, though, that my car drives so well now I'd let her try it; with previous versions I'm not sure how she'd react (or if at all) should the car suddenly and unexpectedly swerve into a right turn lane, which it was apt to do frequently before v12...
  4. joh01652

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I used a Tesla-owned 2024 loaner S for the demo drives. All customers were instructed that their cameras needed about 30 minutes of drive time to calibrate the cameras before they could use FSD.
  5. joh01652

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Interesting you mention this. So the original Tesla demo car I was scheduled to use was a 2021 Model 3. The employee I was assigned to took me out to show me the route Tesla wanted driven, as well as the parking lot to demonstrate auto park. But we could barely get out of Tesla's parking lot...
  6. joh01652

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This is my thinking, too. Yesterday I volunteered at a delivery center giving 12.3.1 demo drives in a 2024 Model S to people picking up new vehicles. People are very impressed (even I was impressed as it was my first experience with vision-only auto park). Car worked very safely on every drive...
  7. joh01652

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Updated to 2023.44.30.25 (v12.3) on my 2020 LR Y with hw 3.0 and ultrasonic sensors early yesterday morning in Sedona, AZ. It's amazing, you all will be pleased, a 10-steps-forward-haven't-observed-any-steps-back kind of update. Feel free to skip this post if you don't want the details. Gone...
  8. joh01652

    How much $ to retire and how to fund your lifestyle in retirement

    Yes, the rentals are a big help. But I'm also incredibly cheap. Used to be homeless. I can stretch a dollar like not many others. Also, I used to be a car mechanic, so I can fix/repair nearly anything, so that's a huge money saver. And if i have a major major health event suicide will be my...
  9. joh01652

    Wiki Selling TSLA Options - Be the House

    Sadly, I had to unload about 1800 shares at $172 on Wednesday, and I sold another 1000 yesterday at $166, leaving me with only 248. The reasons are complex and many, most of it has to do with professional and personal issues (going through a divorce), but also from the great analyses here by...
  10. joh01652

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yeah I find a path forward for Rivian hard to fathom at this point (without a never-ending stream of charity money injected from outside donors, that is). Tesla has been in business a couple decades now, are running at about 2 million vehicles produced/sold per year, and are just now getting...
  11. joh01652

    Wiki Selling TSLA Options - Be the House

    Sorry, I didn't check his numbers. I saw the post and assumed Elon was at least partially in the ball park. I don't spend any time on RIVN's financials other than what I read here on TMC or what I chance upon elsewhere. Guess that's why it's said, "Don't believe anything that you hear, and...
  12. joh01652

    Wiki Selling TSLA Options - Be the House

    After RIVN's Q4 earnings Musk tweeted: "Current trajectory has them bankrupt in ~6 quarters. Maybe that trajectory will change, but so far it hasn’t." I like Rivian a lot, I think they have cool vehicles, but I personally would never buy a vehicle from a manufacturer who I suspect might go...
  13. joh01652

    Wiki Selling TSLA Options - Be the House

    I think he's referring to Tesla China insured units: through the ninth week of 2023 Tesla China had 71,106 insured units; through the ninth week of 2024 it's 77,200 (if the numbers are to be believed), so up about 8.5% yoy.
  14. joh01652

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'm not an options person, don't know anything about them--what would happen to the SP if Elon exercised the option to purchase 303,960,630 shares within the next 60 days? And is that likely?
  15. joh01652

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Too far fetched? But why? My partner and her brother (both way more computer literate than me) have showed me how they can ask AI to, say, create a fantasy landscape, or some crazy fantasy creature, and in short order it does. Then they can adjust the inputs, and the AI spits out a quite...