Recent content by uujjj2

Elon is telling the execs to work from the office. I think Elon has it backwards. I'd have the engineers in the office, and the execs and managers could pretend to WFH all they want!

April 1!

I think the Y is a better car overall than the Mach-E, but the gap isn't huge. When the Y was $40k, I would recommend the Y to everyone, but the Y's price has gone way up since. Personally I'd still buy the Y, but the price gap has gotten so big I can't really call the Y a better value than the...

I missed a chance to cash in some TSLA gains in the $900s, pay off my house. Unfortunately I think TSLA is headed to about the $600s. The market is flattening out this stock in anticipation of monetary tightening plus the easing of supply shortages across the auto industry, which will slow the...

It's popular to rant about how humans are bad drivers, but the reality is autonomous driving tech has a very high bar to get over. Humans are not bad drivers. Humans are amazingly good drivers. That humans can take in the dizzying chaos of a road, process it, and get from point A to point B with...

I finally got around to reading the transcript of the quarterly earnings call. Now I understand why the market was so unhappy. I was super annoyed with Elon's comments about self-driving. I mean, we've all heard about the benefits of autonomous driving, ad nauseum. This is the most hyped...

Oh yeah, if you can get out of SF for a day, you can make a trip to the Tesla factory :)

I think the 4 top things to see are San Francisco, LA, Big Sur, and Yosemite. You could fly to LA, drive up the coast through Big Sur to SF, and leave from SF. Yosemite is a bit out of the way. If you want to visit Yosemite, you can probably just make a round trip from SF (about 4 hours drive...

Automakers never publish profitability numbers by factory, but I wouldn't be surprised if at this moment, Jan 2022, the Tesla Fremont plant is the most profitable automobile factory in the world. It is by far the highest output plant, by revenue, in North America. Either that or Tesla Shanghai...

What's going on with the Cybertruck delays, and the Roadster and Semi delays, in a sense, is that the Model Y is such a hit. The Model Y is in such hot demand that Tesla basically cannot muster the raw resources to build new products right now. Every incremental battery cell, chip, tire, or roll...

It's Airstream, so it's gonna be $$$$. But this is a great idea. You can pair this with a Cybertruck or a Rivian with the big battery and you start to get a viable long range RV rig.

The $12k is only worth it if you can make money renting your car as a robotaxi. Not for a convenience feature. Except Tesla has made clear that FSD won't actually allow robotaxi operation. Nonsense to pay $12k for basically urban autopilot.

What we need to do to stop global warming is net zero emissions. But zero emission technology is not available at a sufficient scale for average middle class customers to adopt immediately. Changing this is Tesla's entire mission, for goodness sake. The fastest path to net zero is to accelerate...

carbon tax = $7 gasoline carbon tax = 2x heating bill for all those Midwest swing voters with nat gas furnaces Congress isn't gonna do it. Elon's a genius but he's no political genius, that's for sure.

Careful. As Tesla/Elon fans we don't want to go there.