Recent content by Optimeer

I am interested in buying a Model 3 SR and can say that the price in Switzerland was just lowered by 2000 CHF. The price of the Model Y RWD was not changed. I am not able to say what happened with the other configurations/Models in Switzerlands and in other European markets. There was no price...

Could this mean that this motor is now in routine production: (Print-Screens from Investor Day March 1st, 2023.

Thank you, Gigapress. Your post make me to think and speculate a bit and I came to the conclusion that Robotaxi could be truly revolutionary. I think it could transform the world like the iPhone did, with the major difference that there is no Competitior/Android in sight. Many in this forum...

I just buyed some shares and will probably buy more if the shareprice dips again. I sold some shares after the Q4 2023 Earnings Call and now I buyed half of these shares back with a slight discount.

The situation now feels like: Tesla did exaclty know what they wanted to do for a year, but couldn‘t, due to lacking training capacity. Now the training capacity is online and all the queued tasks get done.

„Mr.Tesla“ on X has 12.3.2 and says it is another hughe improvement. Further Auto Wipers are fixed now and the Auto Park functionality was added. 12.3.2 could go wide since it was merged on the 2024 branch according to Chuck Cook. The rate of improvement was very high lately and will probably...

The front bumper camera was supposedly removed just hours prior to the release of the refreshed model 3 on september 1st. The additional camera was discernible on pictures on Teslas webpage but is now removed on these pictures. I didn‘t see the bumper camera mentioned during the youtube review...

50 % of the car parts have changed and this means there are a lot of changes to the facility. It is a lot easier to upgrade first Shanghai and then Fremont than both facilities at the same time. This way they only need to make the mistakes in one facility and can iterate for the 2nd facility...

I was also impressed by Elon‘s demonstration of the alpha-Version of FSD V12. However, in hindsight, the sucess is no surprise considering Rich Sutton‘s famous blogpost. General approaches just relying on increasing AI computing power (like FSD V12) have proven to be more successful than...

Tesla's Fremont factory has reportedly paused production according to Sawyer Merritt: This could be linked to the Highland Upgrade we were waiting for. For me, the shutdown of the whole plant instead of for example just a line indicates that many changes will be implemented. I think such a...

What did I wrote two months ago after watching Munro’s video of the Hummer EV battery? Now blame the supplier which sets up the automation for the battery pack assembly? 😂

What I asked myself was how high is the scrap rate when the scrap bill is reduced by 40 % and the COGS decreased by 25 %. I came to the conclusion that the yield rate was approx. 30 % in Q1 and was 38 % in Q2. If my calculation was wrong, please explain how this mathematical problem is...

Here an update from my analysis from May 20, 2023 after yesterday’s earnings. 4680 Gen II is still not ready but at least Tesla found other ways to increase the energy density by 10 % vs Gen I (Goal for Gen II was approx. 20 %). I was disapointed by Elon sometimes not answering the questions...

I revisited my predictions for the Megapack business I made after Q1 2023 earnings and saw that there were no surprises yesterday. I think eventually this will be a great business.

Comparison von NVIDIA’s and Teslas AI Hardare It seems to me that we have reached now the steep part on the S-curve in the evolution of AI and AI Hardware. To get a better understanding, I compared NVIDIA’s with Teslas portfolio in this area. Beeing not an AI Expert at all, the products look...