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Recent content by Silent Ludicrosy

  1. Silent Ludicrosy

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

    Losing steering at highway speeds is a very big deal. Enough so that the Cybertruck has dual redundant steering actuators and will tell you to pull over immediately if one fails. Maybe applying differential braking could be a partial solution? Anyway this was not meant to be a bearish post...
  2. Silent Ludicrosy

    Weird Gateway issues

    Thank you. I would definitely use the “get help” button, don’t know why it’s not showing up. BTW my WiFi and phone pairing issue resolved itself on its own, but my 4th powerwall still disappears.
  3. Silent Ludicrosy

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

    Random thought: I really don’t think FSD will enable the current S3XY fleet to become robotaxis. FSD is showing great progress but SEXY have no electronic steering redundancy. The redundancy is just the driver taking over. It could be that the Cybertruck is the first viable robotaxi because...
  4. Silent Ludicrosy

    Weird Gateway issues

    Am I supposed to have a “get help” or “schedule service” button?
  5. Silent Ludicrosy

    Weird Gateway issues

    I just got PTO for my system (solar, 3x inverters, 4x powerwalls) and I’m having some weird issues - I have 4x powerwalls but the app intermittently shows only 3x - When the app is showing 3x powerwalls the home’s energy consumption can be wildly off - In the app, under settings>wifi there is a...
  6. Silent Ludicrosy

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

    Cybertruck range = closing stock price 😁
  7. Silent Ludicrosy

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

    I would bet this is true, Elon has tweeted this about Tesla music volume going to 11. So expect 325mi range. https://x.com/elonmusk/status/1313258373031309312?s=46&t=2IHyuGb0eaevgGCCKEOOog
  8. Silent Ludicrosy

    Discussion: Powerwall 3 [Speculation / Discussion etc]

    According to the rumor mill, Cybertruck will have bi-directional charging. If true, I assume it will interface directly with PW3? https://x.com/matthewdr/status/1709653623976972341?s=46&t=2IHyuGb0eaevgGCCKEOOog
  9. Silent Ludicrosy

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

    Good point. What’s the leading theory on why the LR went away for so long if not for structural redesign?
  10. Silent Ludicrosy

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

    My assumption was the new 3LR will have castings and that’s why it was unavailable for a while. Elon said they eventually want to do castings for the Model 3.
  11. Silent Ludicrosy

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

    Could the LR3 be using structural pack with made in Japan 4680’s? Panasonic’s new factory was supposed to be up and running soon. Could explain the $3750 tax credit, weight and range.
  12. Silent Ludicrosy

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

    It’s the Kleenex effect. Tesla is dominating BEV sales to the point where people say Tesla instead of BEV.
  13. Silent Ludicrosy

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

    Crazy economies of scale are exactly what Austin and Berlin were designed for. They should be able to produce 3&Y much cheaper than Fremont. Raw materials prices are coming back down. Elon has mentioned this in his tweets several times. A lot of the cars delivered in Q3 with 28% margins...
  14. Silent Ludicrosy

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

    Legacy auto is screwed. ICE price advantage is gone before they’ve ramped their BEV lines. Model Y was already on track to be the best selling car in the world, now it’s pretty much guaranteed.