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They can't lower it anymore without shutting out GM and then Nissan and Hyundai EVs as well.
Everyday people drive distracted and run into stationary cars with no self driving or autopilot on. Now we have people driving distracted with...
Have you found his analysis to be pretty good in the past?
I've wondered about what percentage of model s/x owners own Tesla stock after buying the car and the positive feedback loop this creates. In my...
I've seen reports showing battery density improving roughly 7% or so a year over the last 20ish years. I wonder if the norm was more like big...
The CAGR% numbers sure would be even better if you included one more year in there, I'm sure that was a coincidental time-frame you selected. How...
Kind of hard to tell how big of a issue Panasonic is really having from his comments though. He said things were going alright when it was just...
The guy on electrek is claiming Panasonic's american hires are holding them back, he says the japanese technical people are top notch but don't...
But if you are using the story as an analogy of 'production hell' you come out of hell at the end after reaching the 9th circle, having traveled...
Bonnie gave the latest update a positive review as well. Many others have said similar things.
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Yes. There is essentially two ways to look at Tesla and Spacex (and Elon in general). 1) Do they hit the insanely hard goals Elon sets for himself...
Also could explain the delay in things like rain sensor ability. Those features are being developed in the new build? If this is true then all the...
Some promising news on the AP development front, it looks like the first noticeable performance improvements under new AI director Andrej Karpathy...
Remember in early August of this year when Einhorn warned about the "markets willingness" to fund the model 3 ramp a week before Tesla easily...
Model 3 isn't a binary outcome for the market. How long does it take to get to 1k/wk? 2k/wk production and so on, what will the initial quality...
How many holding out for dual motors?
So we can expect a $5 goldman downgrade in the morning?
While this is true to a degree, you also have to consider many people enjoy teaching, you become like a mini celebrity among your followers and...
Is there a link for this or is it a newsletter?
Considering it wont go into effect until 2018 if at all, calling it a Tesla tax is acknowledging Tesla has no direct competition in these EV...
The short power outages ruining cells seems really suspect, i know they have powerpacks installed at fremont, seems likely the gigafactory would...
I guess we can report the fakenews headline: Google Groups
Does google let you report fakenews yet?
Good interview article of Google CEO Sundar Pichai: (I thought this quote was insightful and could be applied to the Tesla vs Big Auto debate)...
Exactly. When have old successful businesses ever been in a hurry to spend a ton of money and take on a bunch of risk only to cannibalize their...
His top production people should have said it was impossible if that is what they believed and tendered their resignations if necessary, we're not...
We're not privy to the details here, but if his top production people went along with it and told Musk they could meet those deadlines then they...
Weren't the people in charge of Model X production over this period let go? The model 3 is easier to build than the model S, and the model S...
I'm sure bears will try to craft a Musk lied narrative. But he has been a broken record for many quarters that predicting the s-curve of the ramp...
Will Mueller's potential indictments have any meaningful impact on the market? Manu Raju on Twitter
Does the market freak out over only 300ish M3 deliveries or does it react positively to increasing s/x demand?
This still doesn't explain why Toyota isn't taking a Nissan or GM approach of at least getting some experience and real world testing with a ev...
Is there a version of this for EV revenue only?
I would bet a lot that before model 3 starts shipping in volume we start seeing FSD suite features begin to be activated, probably within the next...
I'm guessing he got some huge offer that was to good to pass up.
Using a poker analogy, Elon has essentially created the perfect image to show up with nuts on the model 3 ramp. Wallsteet and even the bullish...
One of exception to this that comes to mind was the original powerwall/powerpack launch, but this was because Tesla reported high demand with...
I think his general TA advice and what to consider is good and some of his calls are legit, but you can't trade on much of his calls since as you...
Overselling FSD doesn't really help Tesla much, the money collected from it carries forward as deferred revenue until they activate it.
@elonmusk hit 10.5M followers, didn't he just hit 10M last week?
It is also worth pointing out that the shorts and permabears have all assumed that Elon's lack of Model 3 pre-order updates is because the number...
The shorts will do their usual hyperventilating routine with the Q2 report, but if Elon says model 3 ramp is going well, releases updated...
Refuse to give them any clicks on this one, but let me guess article makes no mention that last year CA went out of their way to exclude S/X...
We should get an order backlog update on the Model 3, could it be at or above 500k deposits? Maybe: Steve on Twitter
Pretty good news: Tesla will get access to big South Korea EV incentives with new change.
James is seemingly the most progressive of the group and is friends with Al Gore: From a FT interview of both Al Gore and James Murdoch: GORE:...
So you think Mercedes drive pilot is better? Here is a reveiw from theDrive that also links to other similar reviews: Drive Pilot: Steering...
I agree, but you also have to consider that most recessions are pretty tame, unlike the last one. It would be unusual to get two historically...