Recent content by keydiver

Yes, agree, but I got the impression from the EC that they have no plans for 4680 in a Model 3. Hopefully they're working on a different plan to get the IRA applied to Model 3. Maybe LFP Made in USA? Maybe that can't happen in 2024, but Tesla tends to think more longterm.

I think Tesla has a lot more data and foresight to project sales for this year, and I sincerely doubt they would mislead investors during an earnings call if they know otherwise.

I think of the 4680 DBE development, just like Tesla's lithium refinery, as more of a "show-the-way" project than anything else. Several manufacturers have already announced plans to produce the 4680-sized cells, and once they are sure they have worked out all the kinks of the DBE process they...

And semi. But, as we learned from the call, the semi assembly line is still quite a ways off, so no need to ramp up 4680 any faster. As Elon explained, a big reason for 4680 was cost. Other manufacturers were placing HUGE battery orders, making cells from everyone so expensive. But, now that the...

But, isn't that exactly what WS and the analysts have been demanding, getting back to the 25% margins? IIRC, Elon himself stated at a recent earnings report that their goal was to get back to 25% margins.

That may be true, but let's not forget what happened in 2008, when tens of thousands of people started defaulting on their car loans. Will they get another bailout this time?

Same thing happened to my wife and I a few months ago. I reported the video to Youtube and they took it down.

Yes, for ONE QUARTER (4Q23) BYD managed to push out as many cars it could to its dealer lots to be able to claim it outsold Tesla. The media has beat this dead horse long enough, why am I having to hear it here?

Yeah, you gotta love that headline, more complaining about not enough nags. And then, of course, they save it until the very end of the article to admit the testing was done before the update 3 months ago that added more nags. SMH.

Just a datapoint: I took delivery of my Model Y LR in January 2022 (ordered 9/21) for $52,900. There were a lot of crazy price changes around that time.

I had someone say the same thing about my Nissan Leaf back in 2012, at a Nissan event in Miami. Worst insult ever. :mad:

I think your view is too US-centric, IMO.

I actually saw a Fisker tonight at the Treasure Coast Mall. It really shocked me seeing it, as I haven't seen one for years, and I thought they were already bankrupt! LOL! :confused:

That's not how I remember it. If I recall correctly, the partnership broke up because Tesla wanted access to the raw data from the Mobileye chipset, and Mobileye refused.

Yes, having 6 MPPTs would definitely help them avoid using Optimizers, like their older solar inverters. I love the idea! My Fronius has 2 MPPTs, but I can definitely see use cases for several more! :cool: