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  1. Knightshade

    In cabin IR camera retrofit

    Model 3 (2017-2023) interior cam here in parts catalog: https://epc.tesla.com/en-GB/catalogs/9678bc03-3011-4c95-9620-bb32d391cac0/categories/efbfb07a-5a18-4e14-a813-5e24b48303ce/subcategories/e4d76feb-d7e1-4394-b390-4a60fb40ebf1 Part itself is 1098383-00-G 2024 Model 3 (IR) cam is here...
  2. Knightshade

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

    Well... one customer anyway :) remember 12.4.x went to a tiny # of "customers" too then largely died off weeks later... wide release'll be something to get excited about. FWIW Omar mentions in a follow-up his CT has not been updated to 12.5
  3. Knightshade

    Stalk or no stalk argument [not] settled

    Personal attacks are a perfect way to demonstrate you know you're wrong but incapable of admitting it :) Seemingly quite poor ones, but sure. Is your google broken? Maybe so given you got caught making multiple factually untrue claims in your last post... so sure. I'll hand-hold you...
  4. Knightshade

    Stalk or no stalk argument [not] settled

    But they factually do not. As you'd expect given they made nearly 0 Model 3s in Q1 in the US due to the factory retooling. They had less cars to sell, so they sold less in Q1. In Q2 they didn't have a P model until the VERY end of the quarter, and ALSO didn't have the tax credit on the 3s...
  5. Knightshade

    Stalk or no stalk argument [not] settled

    Probably fine if they had a solid replacement like they have each time they removed something in the past (floppy drives removed, optical drives removed, headphone jacks removed, home button removed, all turned out fine) They even got rid of the mute switch quite recently, replacing it with the...
  6. Knightshade

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

    Yeah, to me it's "useful" when it's doing at least as much, per unit of cost or time, as a human. Until then it's making things worse compared to using a human in the job. So the battery-sort demo does not qualify and Elon seems to acknowledge that here-- but there were a number of folks here...
  7. Knightshade

    Model 3 Highland Performance/Plaid Speculation [Car announced 04.23.2024]

    That was when they were only building cars in the US, and producing them in much smaller numbers. Now non-NA cars are produced in Germany and China, and with cells from overseas as well. The only source for the Pana 2170s today remains GF Nevada and they're 100% used (and still not enough of...
  8. Knightshade

    Stalk or no stalk argument [not] settled

    They won't though, because they'd don't have "a lot more cars" to sell. It is though. So long as there's no significant loss of function, but it lowers cost and simplicity of manufacture, Tesla will do it. That IS the point from Teslas perspective. People said the same thing when Apple...
  9. Knightshade

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

    BTW appreciate someone's still trying to discuss the actual business here :) These timelines are delays from previously announced ones but that's not surprising given they're all aspirational guesses until it's done.... (just a few months back Elon said bots internal factory use THIS year, now...
  10. Knightshade

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

    Elons is an official account of Teslas. Tesla has for example listed Musk's personal Twitter account as an official source of investor information in their SEC 8K official filing. Indeed the fact Tesla themselves says it's official has been cited in court multiple times. So this is even less...
  11. Knightshade

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

    And again, that was generations ago, and everyone involved is long since dead and/or has had nothing to do with the relevant companies for decades. Elon is endorsing a felonious rapist today Why keep making such a dumb false equivalence?
  12. Knightshade

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

    Why do you think that analogy makes any sense? The Nazis VW was associated with have been dead for decades and nobody currently running the company had anything to do with them. Same with folks bringing up Henry Fords exceedingly problematic history. Dude died in 1947. Elon, the current...
  13. Knightshade

    For Tesla: Customer Choice is a Key to Financial Success

    Which doesn't mean anything if there's another buyer happy to take the car. Citing a bunch of anecdotal quotes doesn't tell you anything useful here-- so unfortunately the near entirety of your post that is just quoting individual people mad about this doesn't constitute actual evidence this is...
  14. Knightshade

    Model 3 Highland Performance/Plaid Speculation [Car announced 04.23.2024]

    How could they do that when such batteries don't exist? They don't even have enough for 100% of US production, which is why they have to juggle the Pana made 2170s between 3/Y builds depending if you're leasing or buying to maximize tax credit availability for buyers here- so they sure don't...
  15. Knightshade

    Model 3 Highland Performance/Plaid Speculation [Car announced 04.23.2024]

    Apparently it IS good enough for that given the one guy in here who has actually tracked the new one shattered his record (made on a previous-gen with a BUNCH of aftermarket mods) by 3 seconds in a first attempt without upgrading anything :)
  16. Knightshade

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

    As you yourself note- they would not.... EPA targets, if that's what he means, can be changed at the whim of the president (and can directly impact Teslas mission both in the $ of clean credits they get, and in how punishing making inefficient ICE vehicles is to legacy companies or not) The...
  17. Knightshade

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

    It was confirmed. In May. In the twitter thread I linked to, directly by Elon. Nothing about single stack or the CT support in 12.5 is info we didn't have months ago (other than Elon no longer offering a date for 12.5 release given they're nearing a month since the original target date) I...
  18. Knightshade

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

    Confirmation of what? The same information Elon told us about what was in 12.5 when he said in May the same info (plus a release date of late June that never happened)?
  19. Knightshade

    For Tesla: Customer Choice is a Key to Financial Success

    Can you cite any evidence to support your position that it has decreased overall sales or that it reduces safety? You don't think they already know that amount, to the fraction of a penny? That's...not how any of that works... They'd need an entire separate supply chain for the alternative...
  20. Knightshade

    For Tesla: Customer Choice is a Key to Financial Success

    Stalkless is simpler, and cheaper, to manufacture. There remains 0 evidence it has reduced overall sales or decreased safety. As long as all of the above facts remain true, Tesla doesn't care about opinions. (and it's not like this is the first car to not have stalks on the wheel...
  21. Knightshade

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

    Dis you predicting $500 (at current split level) share price soon in 2022? SP Feb 25 2022 when you posted this was $269.96 for reference... never got remotely near your $500 target, and indeed has spent like 90% of the time since your prediction lower than the existing SP when you made that...
  22. Knightshade

    Wiki Selling TSLA Options - Be the House

    Yup. You're opening a new position, by selling a put to someone else- who will then have the right, but not obligation, to put those shares to you at the strike price of the option up until it expires.
  23. Knightshade

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

    They have their own thread here: https://teslamotorsclub.com/tmc/threads/papafoxs-daily-tsla-trading-charts.68293/page-214
  24. Knightshade

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

    Dis you? (bold added where relevant in below quotes) or here where you also mention 20M annual production? or here where you were already predicting 6 million vehicles this year and 8M by next, let alone 2030? (so you were predicting 50-100% growth- but NOW you're saying discussing 50%...
  25. Knightshade

    Service Help

    FWIW Tesla stopped including a Mobile Charger with new cars April of 2022, so the OP wouldn't have one unless they bought it at their own expense in addition to the vehicle.
  26. Knightshade

    Service Help

    Unless you're beyond the mileage limit on the warranty, if there's something actually wrong with the car and it won't charge I'd expect Tesla (under warranty) to cover any costs including towing. You ought to have opened a service ticket immediately in the app Friday night when the problem...
  27. Knightshade

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

    I agree not the place for it- feel free to go to PMs if you wish to discuss further-- but have you actually read the minority dissent written by Stephens? Stevens argued that the majority did not place enough emphasis on the need to prevent the appearance of corruption in elections-- his...
  28. Knightshade

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

    The "corps are people" thing is one of the most deeply misunderstood things commonly thrown out--- they're treated as people in very specific legal circumstances (mostly around contracts) but not in most other ways.... a corporation can't vote in a government election, get a passport or a...
  29. Knightshade

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

    Total GM EV sales 1H 2024 is just over 38k total BEV sales- and if you remove sales of the discontinued, leftover, bolt they're barely at 30k for 1H 2024. There's every chance they won't even sell 100k for all of 2024 (though that is at least possible). Anybody who didn't know "GM planned to...
  30. Knightshade

    Wiki Selling TSLA Options - Be the House

    Given how notoriously cash-poor Elon is, how does he even have 45M in cash per month to do that? Or maybe he means he's giving them what he "values" at 45M/a month in free twitter ads :)
  31. Knightshade

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

    FWIW there's been 3 members who have commented on their personal experience with 12.4.x in the last 2-3 pages of this very thread.... One, the most recent, is among those EVERYTHING TESLA IS ALWAYS 1000% AWESOME folks mentioned so I won't comment further on that individuals remarks, you can go...
  32. Knightshade

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

    Legally they absolutely have such obligations- in fact they're the basis on a number of the lawsuits Tesla has faced, with the matter largely turning on if there was any breach of that fiduciary responsibility to investors. In some cases (like the Solar city one) the court found no breach at...
  33. Knightshade

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

    I guess 12.4.x ended up a dud? Only went out to ~5% of fleet, and 12.4x deployments have ground to a near stop since a tiny surge almost a week ago while 12.3.6 continues to be what's pushed to most of the other 95% of cars, with (compared to 12.4.x) large #s going out daily. Probably another...
  34. Knightshade

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

    The above is...not accurate. Legally short sellers are investors according to regulatory bodies.... there was considerable upset in this very thread when this came out regarding the 2018 tweet settlement where shorts- legally considered investors- would benefit from it as a result of that legal...
  35. Knightshade

    Homelink installed at factory?

    Yup- as explained earlier in the thread Tesla removed it because it required them to pay a license fee for every car they made, even if the owner would never want, or use, the option. Cars too now also have the option to just use the built-in Wifi and the MyQ app on the car (though MyQ charges...
  36. Knightshade

    Jan 2021 Model 3 - Center Console USB

    ...and? What you wrote was You can play music only if you don't wish to record video. Dashcam is an optional feature. You can record video only if you don't wish to play music. USB music playback is an optional feature. Or you can do both. Either on a single, partitioned, storage...
  37. Knightshade

    Model 3 Highland Performance/Plaid Speculation [Car announced 04.23.2024]

    If you want comical look at the sales of the Model 3 vs of the BMW 3 series. For first half of this year (and keep in mind, the Performance 3 wasn't even on sale for the first several months) Tesla sold 72,000 Model 3s in the US. BMW same period sold 14,137. Worldwide the story isn't QUITE as...
  38. Knightshade

    Jan 2021 Model 3 - Center Console USB

    ...where ELSE would you play music from a drive OTHER than via a data port? Originally the 3 had 2 data ports in the front center console, and 2 power ports in the rear seats. Later they added a data port in the glovebox and still supported data in the front center ports-- later than that the...
  39. Knightshade

    Wiki Selling TSLA Options - Be the House

    What if I have a great personality and am really funny?
  40. Knightshade

    Model 3 Highland Performance/Plaid Speculation [Car announced 04.23.2024]

    Two folks brought this up... but the previous version of the car ALSO had track mode and nobody seemed mad about it then. With better power and suspension folks are mad about it NOW? Does not compute. That's not "defending" anybody it's pointing out how nonsensical the argument is. If you...
  41. Knightshade

    Model 3 Highland Performance/Plaid Speculation [Car announced 04.23.2024]

    The only 'bespoke' on the order page are these two: That's explictly about looks and just aero stability at speed-- nothing about battery cooling. And Again nothing about battery or cooling or how many hot laps it can do- just handling. Only mention of track- at all- is this: Again- No...
  42. Knightshade

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

    No, I assure you I'm correct. Also, it's not "not having enough income" it's "not having enough tax liability" But don't take my word for it- here's the IRS telling you the same thing...
  43. Knightshade

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

    For current models? Absolutely right- as I mentioned like 10 posts ago :) TODAY they're bottlenecked however (otherwise all 3 and Y would've already been IRA qualified rather than still having to use non-qualified cells in at least some US sold builds) Going into early-mid next year? Checking...
  44. Knightshade

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

    Useful thing worth noting BTW--- As of this year you can avoid needing $7500 in liability (or indeed needing any liability) by taking the $7500 IRA credit at point of sale.... If you do so the IRS will not clawback any overpayment if your liability turns out to be less than the amount of credit...
  45. Knightshade

    Tesla BEV Competition Developments

    That's from 1H 2023... is there any more recent data given that's over a year ago now?
  46. Knightshade

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

    But not online now which is why you pretending it's relevant to the newly qualified IRA 3s is so counter-factual. It's not "batteries" are the bottleneck- there's tons of LG 2170s from overseas available and tons of LFPs from overseas available (what had previously been going into the 3 LR AWD...
  47. Knightshade

    Jan 2021 Model 3 - Center Console USB

    I would at least briefly try the glovebox port just to check if it sees it or not- no need to repartition anything unless you own no other USB storage-you can try the existing drive in place of the sentry drive while sitting there parked just to see if it sees it... or simply put a few songs on...
  48. Knightshade

    Jan 2021 Model 3 - Center Console USB

    If it's just playing music it's only doing reads except for the rare occasions he adds stuff to the music library. Which can't wear out an SSD in anything near a human lifetime let alone just a couple of years. they haven't- my USB drive still plays music just fine. Have you tried the other...
  49. Knightshade

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

    I mean- it's a problem now-- those cells are coming out of more expensive cars for which, last year, there were buyers, but this year there's not- because the new factory isn't finished yet, and the existing 10% bump at Nevada also hasn't happened yet- in fact your own link says it'll happen...
  50. Knightshade

    Wiki Selling TSLA Options - Be the House

    From where? AFAIK nobody else who slashed production was using IRA-compatible 2170 cells?