Recent content by slacker775

This would be so far away from Apple has operated for such a long time, I could never see this happening. If/when Apple ever does produce a car, they will outsource the production but they will tightly control the design and all software aspects. That's how they operate and that is their...

Huh? Tesla doesn't add FSD to new inventory vehicles. It's just the standard AP that they come with. FSD is a 'software unlock' which can be added by the buyer at time of sale or later if they choose. There used to be a 'discount' for adding it with the sale (8k vs 10k or whatever), but now...

My 2022 MY doesn't have radar and it's feature parity with my 2018 M3 for all of the FSD things. I wouldn't count it as a 'feature'. Folks that are worried about not 'getting a feature that is available on older vehicles' are worrying too much.

I agree. It would seem foolish to delay new GF projects in this type of environment. They have cash on hand to fund this expansion, and while rates have risen, they arent THAT high to prevent a bit of borrowing if it were to make sense. And if there is a bit of a recession, by the time the GF...

I'd say based on nothing. If somebody randomly tweeted 'Ford exploring possible purchase of Tesla', would that give it any actual kernel of truth?

Also things that tend to take time to pan out. The IRA and infrastructure bills have stuff that hopefully will provide value domestically even with the inevetiable amount of cronieism and backroom deals (just keep Brett Favre away from any of it!). Even the antics from the prior administration...

So the fed can pull the interest rates lever to lessen demand. What can they realistically do to increase supply? At best it would seem they could lower rates to increase investment which eventually hopefully fixes supply, but waaaay down the road.

Shouldn’t you be feeling 9X better?

Wait a second: "NHTSA says there have been 130 reported automated driving system crashes from June 2021 to May 15. Waymo, at 62, had the most. It was followed by Transdev Alternative Services at 34, and Cruise at 23 (excluding 16 crashes reported separately by GM)." How could Waymo have any...

Unless I'm vastly missing something, this new CarPlay stuff is basically just adding ODB2 data and being able to display to multiple screens/form-factors. It still needs the phone, meaning there will still be a crappy legacy UI behind the scenes. It does allow a person to have a more...

Completely unrelated to Elon's recent twitter messes.... I can't say that I've ever seen it discussed, but it seems like if/when Tesla gets FSD to where it needs to be, a whole new business segment they could dominate would be trucking. As we've seen this year with all of the supply chain...

I think with a fund like ARKK, you can’t track the buy and sells entirely as indicators of conviction. As money is flowing in and out, they have to balance those funds against their allocation in the portfolio. You’d think that with Ark’s Tesla thesis, they would be full on HODL, but when the...

How do you know he didnt? They aren't public so - to my knowledge - there are no reporting requirements on him. He could sell every share he has and not report anything.

So if this Twitter thing goes through, does that mean that Tesla finally has an official PR department again? 😁

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