Recent content by NicoV

3 weeks into Q2 the registrations in the 6 real-time reporting EU countries are the highest they’ve ever been, which bodes well for the Q2 demand. I also said the same for Q1 , but around halfway the quarter the registrations slowed down, as if there were some delivery disruptions or something...

So 3878 Cybertrucks delivered so far.

Apparently its not an air suspension.

So the stock should go up, isn’t it? Wall Street likes layoffs.

Ook gezien in Saint-Dizier, daar lagen de connectors in de modder.

Ik dacht eerder duurder. De concurrentie is veel duurder. Het break-even punt van een abo is maar 150kWh of zo, iedereen die op reis gaat zal ongetwijfeld meer dan dat tanken op een maand. En als je terug bent kan je het abo terug afzeggen.

Idem, ik heb ook geen idee of er iets verandert.

I also got that email, but I’ m not sure if anything has changed. We were members in the past too.

“Lowest cost per kilometer in the electric SUV market (14.9 kWh/100 km)” With only 2 passenger spots, how much will this be for the Robotaxi? It may become the most economic transport device wrt to energy per passengerkilometer.

There is a third group: the group waiting for a reveal of then next gen car that then decides to buy something else (preferably from Tesla).

Microsoft has built it’s own AI accellerator, and in the process also abstracts away the hardware dependencies on NVidia Cuda, or AMD’s Rocm: Azure Maia for the era of AI: From silicon to software to systems | Microsoft Azure Blog It’s not far fetched to think Dojo could fit in here, or have a...

The silver lining is that FSD will remain relatively cheap in the EU. Some day it will be allowed in EU. I bought a new Model S with FSD a couple of months a go anticipating that some day it will be allowed.

See this Twitter post:

Keep in mind that these things can take like a year before Tesla recognises this as sold. We may be looking at Q1 2025 revenue here.

Q1 24 will be less than 10% lower than the best quarter in 2023 in EU. Keep in mind that it was the European market that was impacted by delays caused by the Houthis and by the Berlin fire. I consider this a very good result. Belgium and Flanders are also demonstrating what good incentives can...