Recent content by mongo

For further clarity, battery meaning pack+accessory electronics, not the cells & BMS. Much easier to implement, but agree not likely to happen. Cybertruck is leveraging its AC power out feature.

I'm hoping "magical" was autocarrot messing up "marginal" and not snark... HP=TQ*RPM/5252. Motor construction, gear ratio, and inverter max current set max torque at the wheels. Peak torque = peak_stator_current * torque_per_amp. 0 RPM gives max possible torque due to no back EMF to deal with...

%100 ! 😉 More germane to the thread: Regarding Robotaxi, 8/8 is unveil/ plan for manufacturing which will be built with the unboxed process on new lines at Austin no earlier than late 2025 (and aligned with FSD unsupervised). These lines can also make a lower cost human driven variant, but...

OMG dude! Burned? Seriously? It's $2.7B of finished inventory that didn't get delivered yet and $1B of AI compute. That's Q2 FCF/Revenue/Profit on infrastructure, not smoke.

That's not how it works. You have to request the credit and the dealer is supposed to give it to you, or, at your request, apply it as additional down payment. https://www.irs.gov/pub/taxpros/fs-2024-14.pdf

They had previously said 2024 was sold out and since they haven't opened non-Foundation orders yet, I figured it was a safe assumption.

I don't agree with that interpretation. Taxis are currently profitable with a human driver and bog standard ICE vehicles. If anything, a revenue generating vehicle can absorb higher cost. Robotaxi would have crazy high demand and so Tesla is optimizing the rate at which a factory can churn...

Robotaxi's cost isn't the driver, the architecture is along with timing as you mentioned. Robo and NextGen were planned to both be unboxed, but the climate shifted so NextGen (now MidGen?) was pulled forward and hybridized to use existing infrastructure. Robo and NextGen² will continue...

You're correct, Elon said no. 33:18

You didn't see the produced vs delivered vehicle differential and think to yourself, "That inventory cost has to come from somewhere? " Using Q4 average vehicle costs: 46.5k vehicles @ 36k average COGS = $1.7B. 2023 had the same combined negative flows across Q1,Q2,Q3 with only Q4 having a...

Have the Wall Connector installed on the backed-up side of things, ideally on a 60 Amp circuit.

That was down the road. Like the $2.6B in extra inventory from Q1 they have mostly sold by now.

2024 is all Foundation series and may spill over into 2025. That should cover most/ all of the ramp.

The point is that it doesn't take extra space, it uses the existing lines.

And Clean Vehicle Credit eligible! Which makes it cheaper than LR AWD. Slightly more than Performance Y