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The issue is no one has ever mass-produced anything like that. There is no one that can build that assembly line with experience. It has to be "felt" out through a large degree of trial and error. At the ultimate end-point of mass production, yes it will be cheaper per unit to produce. But...

Unless you are doing AI work, very VERY few workloads today cannot be done on something with the CPU equivalent of a chromebook. It doesn't take much to run a spreadsheet, word processor, quickbooks, etc. The only exception, which "smart" companies have discovered - BIG computer screens. Give...

That's not the entire picture, interest rates. The 1990s were a period of relatively low national debt. We are currently spending more money to finance the US debt than the entire Defense Dept budget. That's a massive resource drain from the single largest spender in the world (US Gov). It's...

Thanks for pointing out jobs which have ZERO chance of remote work. Pretty much killed your own argument there.

As typical, you exaggerate. Typical commute time in the USA is 26.6 minutes. https://www.titlemax.com/discovery-center/money-finance/average-commute-time-by-city-and-state/

A farewell would be a shame. This board and the stock in general can be stress-inducing, but all of us here appreciate your insight.

Since you are going on this tangent, and don't appear to get off it, I'll reply. Workers in remote work scenarios are LESS productive than those that come to the office. This has been borne out repeatedly in various studies. The below articles reference the most recent study from Stanford, a...

Jeesh, you guys are never happy. First - EM is too optimistic. Now - EM is too pesimistic. :p

Line 2 - cybertruck cell (10% more density) Line 1 - old cell, to be converted soon to CT cell 20 mil cells from Line 1 to date (and it is the primary 4680 line for Tesla, more than Kato), and increased 40% QoQ, with 40% reduction in scrap rate.

Cybertruck - confirmed 800V architecture (slide deck page 8). There were rumors of 1000V, but this puts that to bed.

Sharedeck out https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q3-2023-Update-3.pdf

It's not the data that's the expensive part. It's license fees for the songs with the bundled music service (not Spotify, which you login with your own account for). A penny here, a penny there, for every time a song is played, adds up for some "excessive" users.

This. And license costs. When I knew someone in Tesla management a few years ago, this person commented that Tesla hated the ride-sharing Tesla groups that were using the cars with unlimited data because they played streaming music in the car for 16h a day it cost Tesla a small fortune. Telsa...

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I just don't get these lawsuits. To us AP/FSD you basically have to sign to accept any and all responsibility and not hold Tesla liable. Did contract law all of a sudden not start to be . . . law?

https://electrek.co/2023/10/06/uaw-says-gm-will-place-all-ev-battery-plants-under-union-agreement/ This is really going to hurt GM (and probably Ford and Stelantis - assuming they sign something like that). Wonder if it's better for GM to just buy fully assembled packs from LG or someone, and...

There is also the added benefit that it erodes demand for the "competition" (I put that in quotes for obvious reasons to everyone here).

A little less, but we're near the floor of "care potential" about RHD drivers as it is at this point. ;) So yeah, I'm COULD care less, but we're approaching COULDN'T pretty quickly. EDIT - for the linguists out there...

Raise your hand if you know someone at the Tesla VP level. /me raises hand But believe your "sources" all you want, I could care less.

Has nothing to do with packing constraints in the S for RHD. There is plenty of room for the carbon wrapped motor, which is smaller than the old motor it replaced. And yes, should they choose, they could put that motor in a 3.

Fortunately for you, I did call. Actually spoke with someone helpful on the first try (amazing, as that never happens with SDG&E). The problem you report is all a byproduct of how SDG&E does account numbers and BS on their end. Look at your bill, the FIRST 12 digits are your account number...

The failure rate of these is near zero. I had my car in for service 2 weeks ago (busted a strut - BAD potholes), and got to chatting up the tech working on my car about this. He had been with Tesla for 6 years. He says in that time this shop, one of the busiest in SoCal, had only ever...

Source please. That's not been my experience. Our 2020 Y (heat pump) is efficient all the time, even in short trips in the cold. Our 2018 3 (resistive heater), not so much.

But Tesla made consistent profits if you backed out R&D and CapEx for Gigafactories., both of which were large because of scaled attempts to grow Those were the drag. The actual profit per car before things like that was there from the get go. It's not with Rivian, not yet.

The rumor is Tesla will skip 800V entirely, for 1000V. That's at least what has leaked about the Cybertruck. Now, when that will get implemented to all the other cars, who knows.

I don't think it's going to be this Q, but one Q and pretty soon, Energy is going to be a big surprise. As of last Q it was already ~5% of Tesla's revenue, and margins were pushing 20%.

VOLUME son, VOLUME. BMW is a very bit player compared to Tesla in EV volumes.

If you are a "bit" player like BMW in the EV space, you can do this. Having all these options for people to pick from slows down production line speed (well documented by all the major manufs, this isn't supposition). Tesla is out to produce as many cars as they can, therefore options that...

Was by recently, still no transformer. SDG&E appear to be dragging their feet on this one.

Yep, already applied. 😁

Yeah, NYC drivers would shooting the cars if they caused roadblocks like what SF has seen. Zero tolerance for that stuff in NYC.

I hated that when practicing. I flunked so many residents when I caught them cuting/pasting their physicals from the prior day. Protocol medicine is only as good as those people that built the protocol, and that's often . . . lacking.

Another one bites dust . . . . https://electrek.co/2023/09/21/jaguar-signs-deal-tesla-supercharger-access-adopt-nacs/

It's more a problem of training. MDs/DOs are trained to understand things are shades of grey and would not have argued with you. NPs are "protocol" trained. Most really have trouble thinking outside of the box, as in this case.

Hota news I saw earlier in the day on another site. Don't think it is that.

Someone knows something . . .

Yeah, lots of sites are reporting "perks" being things for his home. How does that work out when the guy doesn't own any houses? :rolleyes:

I am in SD&E territory, and just got an invite on the Tesla App for VPP. I've been doing OhmConnect, since the VPP wasn't available. I'm assuming that my application to Tesla VPP will push me out of OhmConnect (perfectly fine with that), correct? Also, anyone know the typical timeframe from...

Postpartum? as in . . . after giving birth?

The Big 3 asked for this. Tesla can at least defend themselves, justifiably, by saying "we lowered prices at every chance we could" and "our management's compensation, like the employees, is tied to both company and stock performance". The Big 3 lined their pockets, and now want their...

Below 70% ,not 80%. I just did 3 Hertz Tesla rentals in 3 cities, and used that 70% line each time. Never had to pay for being above 70% but below 80%.

Which will have the exact opposite effect than intended - it will drive Armenia closer to the US. Can't make up how stupid Russian calculations in the past 2 years have been.

I think it is pretty much a given that the UAW is going to make another hard run at Tesla to unionize, after they secure contracts from the Big 3. This tweet makes it very clear they will employ lies and subterfuge to get the Tesla employees to unionize.

Does it matter? Serious question, if it slips a week or two into Q4, meh.

Yep, given setup times for lithography screens, etc. 10,000 wafers is like . . . one week of TSMC production. Significant for Tesla, not so much for TSMC.

Figured that after the Saudis failed to show up to court and back Elon in the "funding secured" trial that he would never have anything to do with them ever again. Story also didn't make much sense given how invested in LUCID that the Saudi's are.

They removed it from the demo cars we've seen and from the photos of the promotional materials. I would assume the production cars are not going to have this, based upon that information.

Sorry, was a given assumption we were talking an Ethernet or Ethernet-like ring topology setup. Ethernet by it's very design has built-in redundancy with multiples wires within the same sheath that gives some protection against what you describe. So, I was assuming with the 48V transition...

Far fewer ECUs is one of main advantages. This is a very substantial cost savings. If they utilize a ring topology as mentioned by some here, additional redundancy allows for other ECUs to take over functions in the event of a failure of one.

Yep. When I take the P3D to the local 1/8th mile course, there is practically nothing but another Tesla that can beat it. With the rare exception of someone that has spent 100k on his car to get it up to 2000 HP, and installed a parachute to stop it.