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  • The final cut of TMC Podcast #27 is available now with topics time-stamped. We discussed: Consolidation in LiDAR manufacturers; Volvo EX90 shipping with LiDAR; FSD Beta Full Release in N.A.; FSD detecting autopilot cheats, Gwen Shotwell directly overseeing SpaceX Starship; and more. You can watch it now on YouTube. We should have it published to podcast networks shortly.

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  1. R

    Recent GM purchasers...

    You are of course right and I tried it, but that apparently triggered the last comment and I just had to answer one last time.
  2. R

    Recent GM purchasers...

    What? I am not sure where this came from? No, I don’t own a GM dealership. Nor have I ever even owned a GM product. Your sentence just didn’t make any sense. Not rooting for or against any truck building company here. But if someone says returning a truck now to wait 2+ years doesn’t make...
  3. R

    Mach E: Your Reservation does not guarantee a set price for the Vehicle

    Well, I guess that’s what Ford has to write in the disclaimer, otherwise you could potentially sue them, if the dealer hikes up the price. Ford can’t sell you any vehicle, so in the end you will have to buy it from a Ford dealer. But I wouldn’t worry too much. You can potentially buy from any...
  4. R

    Recent GM purchasers...

    Oh come one, let’s not turn this discussion into what I assumed, that you assumed. That clearly wasn’t the point of my post and you know it. There are no, nor do there need to be, prototypes of Ford/GM/Dodge trucks. Because they already exist. Therefore makes no sense, right?
  5. R

    Recent GM purchasers...

    No but I think you have seen real new production GM, Ford and Dodge trucks on the road? You know, the ones you want people to return for the CT?
  6. R

    Wiki Sudden Loss Of Range With 2019.16.x Software

    In my opinion it makes a huge difference, if it’s done for safety, or longevity. If it’s done for safety, then it’s really just a different form of degradation. And with an EV you need to expect degradation within the limits of warranty. If it’s done for longevity, then it’s not ok. If you want...
  7. R

    Model S range and interior update imminent?

    Where are those quotes from Elon, that the 2170s will fit in the Model S pack? Here is something the guy who really engineered the Model S said: It's something we've of course contemplated, but it's quite a large change to the architecture of the module and the battery pack overall.
  8. R

    Model S range and interior update imminent?

    There is no ‘Maxwell dry electrode’. Electrodes are usually dry. They just have an interesting process for coating electrodes without solvent. Which could save a process step in building battery cells. It is explained much better here: Tesla / Maxwell: It Seems Mainstream News Coverage Has...
  9. R

    Model S range and interior update imminent?

    When did he say that? As far as I know the last statement was, that they won’t change the cell form factor for S and X. Other than that I haven’t seen Elon ever talking about 2170s and the S/X
  10. R

    Model S range and interior update imminent?

    Of course it’s always multiple factors! But whatever the reason, Model S sales have dropped a lot. Maybe this is the sustainable level, but I think they could sell more.
  11. R

    Model S range and interior update imminent?

    Maybe 6 months Elon standard time? Maybe the whole company had adopted Elon’s measurement of them. I guess this has something to do with interstellar travel. Some day Elon’s space ships will travel multiple light years in 3-6 months.
  12. R

    Model S range and interior update imminent?

    Not whole Tesla, just S/X. June EU sales aren’t in yet and May is an unfair comparison (since Tesla sales are usually back quarter heavy). But here you have May numbers: EV Sales: Europe May 2019 But Norway sales for June are in: EV Sales: Norway June 2019 The e-Tron was sold more often, than...
  13. R

    Model S range and interior update imminent?

    The Audi ist still ramping up, but beats S and X sales in Europe easily. And at least compared to the S, cargo capability is similar. And you are right, range is less and power is less. Still more people buy it, despite sharp price decreases by Tesla. So Tesla really needs a more luxurious...
  14. R

    Model S range and interior update imminent?

    He doesn’t need to answer to tweets like that at all. If they change the interior this year, this would be extremely dishonest. I get that Elon won’t tell us when what will happen, since that might hurt sales. But saying nothing will happen and then changing the interior is just abusing the...
  15. R

    Model S range and interior update imminent?

    So you think people don’t buy the Model S, because it has 30 miles less range than their petrol car, but thousands of Americans buy the Model 3, where the SR has 240 miles of range? That doesn’t seem very likely...
  16. R

    Model S range and interior update imminent?

    Maybe, but the Model 3 was sold over 20k times in the US last month, while the Model S only got 1,700 sales, last year they had 2,700 and 3,700 in 2016, before they even had the 100D. So range kept increasing, but sales kept decreasing. So if going from 290-370 didn’t help, why should going from...
  17. R

    Model S range and interior update imminent?

    I don’t know if I could be convinced by 400 miles at all. Anything over 300 is plenty, so if the smaller pack has 300, I would get that one, even if I wouldn’t improve much over my 90D. I’d really like a nicer interior and maybe more headroom on the rear seats. If they want to keep the price...
  18. R

    Fred Lambert - You have gone too far!

    Tesla is not equal to Elon. Their financial statements are a lot different, than what Elon says in a tweet, or an interview. That probably has two reasons: 1) If Elon tweets, he doesn’t seem to think too much about what he just tweeted. The same goes for an interview, or a Q&A by analysts. But...
  19. R

    Fred Lambert - You have gone too far!

    What? A SEC filing is a financial document required to be submitted to the SEC by public companies, like Tesla. So Tesla supplies them and can get in big trouble, if it they aren't accurate. Here is an example: https://ir.tesla.com/static-files/6c1d8708-1f9e-4cf9-b31a-a7c106d03a2c
  20. R

    Fred Lambert - You have gone too far!

    Honestly, there is no reason to publish articles about videos of simulated races between a non existent vehicle and some other vehicle. Or the hundredth sentry Mode video. But when Audi officials talk about replacing the A8 and TT with electric successors, or Opel releases the Corsa as an...
  21. R

    Fred Lambert - You have gone too far!

    I don’t know, or really care how positive insideevs writes about Tesla. But what I have noticed, is that they have tons of pointless Tesla articles (simulated Roadster 2 vs simulated dragster) and they seem to be pushing more non Tesla articles to Motor1. So it kind of seems like they want to...
  22. R

    Tesla Model 3 Standard Range

    That would be very weird. They would need switches for that, you can’t just take cells offline by SW. Switches cost money, though. Especially if they shouldn’t add to the losses. Also, you would need to charge them from time to time, otherwise they would deplete over the years and then get...
  23. R

    Autonomy Investor Day - April 22 at 2pm ET

    And how do you know that? Did they ever say the AP2 demo was a lucky run with hard coded parts? No they never said that, but maybe they weren’t really confident, that FSD will happen soon. But now Elon is really confident and says: Oh wait, that was back in 2016. So now 3 years later FSD is...
  24. R

    Autonomy Investor Day - April 22 at 2pm ET

    I was surprised about that, too. Mapping should be one of their biggest advantages, since they have tons of vehicles on the road. A NN can be trained in a simulation, that’s not really something you need lots of cars for, especially since those cars can’t make their own decisions until they...
  25. R

    Autonomy Investor Day - April 22 at 2pm ET

    Sure, but the base premise was probably the same. Fixed route, heavily mapped, probably hard coded portions for what to look for/how to act. Back then they had 550 miles and about 186 disengagements. Would be interesting to see how many miles and disengagements they had this time. Google for...
  26. R

    Autonomy Investor Day - April 22 at 2pm ET

    So even though Tesla was able to pick their own route, the driver still had to step in? I mean we have already seen them do a fully autonomous drive back when AP2 came out. And nobody had to step in, in the video. I would have imagined that at least this 20 minute drive with Analysts would...
  27. R

    Autonomy Investor Day - April 22 at 2pm ET

    Not only that, but he also claimed his FSD would work in downtown Manhattan end of 2019, fully autonomous. Does he even know what is planned? There will be much confusion because of this...
  28. R

    Enhanced Summon: slow-mo driving in parking lots

    So how much information did those two tweets actually have for us? Close to 0? And what did Tesla gain from them? Also nothing? Then why even tweet them? Jobs made Apple a cult brand, by giving out information only at certain events and when he did, he delivered. And people went crazy. This...
  29. R

    Enhanced Summon: slow-mo driving in parking lots

    Oh yea, it's the 22nd, not the 28th as I said. And I agree the announcement of the "imminent price increase" is just a sales tactic. And while it isn't really cool to employ sales tactics like that. There is some calculation, reason and planning behind them and I can respect that. When I see...
  30. R

    Enhanced Summon: slow-mo driving in parking lots

    Over the years that I've followed Tesla, I've learned to take the announcements with a grain of salt. In the case of FSD even with a bag of salt. But what angers me the most, is how it's always the same cycle of announcing something and then delaying something. And this time it even was within...
  31. R

    What the chances Tesla cars will be self driving in 3 years? Why do you think that way?

    The big difference is, that with Space-X and EVs, they were the only ones doing it. Autonomous cars were researched before Tesla even thought about it, by the likes of Google. It's not like Tesla were the only ones trying to build a self driving car, while the rest of the industry is looking at...
  32. R

    Elon: "Feature complete for full self driving this year"

    Yea, this increase will definitely be delayed until May 5th, or so "because of extreme demand". Then they will increase the price and once they need more sales in Q3, or Q1 2020 (quarters where the tax credit will have been reduced/eliminated, creating a demand spike in the quarter before and a...
  33. R

    Enhanced Summon: slow-mo driving in parking lots

    Wow, exactly a week later. What was he thinking would happen within one single week? How can something like this happen? You would think if something is about to be released in a week, the only thing missing would be some finishing touches. I mean sure, Elon is a pretty optimistic guy, I get...
  34. R

    Musk: Tesla vehicles are now ’appreciating assets’ due to self-driving

    And then, do you take an Uber, or the Tesla of another person? Because in the end the Uber might be the financially better idea for the Network. The problem can be explained very simple, by imagining we had 3 locations, the airport, bakery and cinema, where you can place your cars. You work...
  35. R

    Downgrade SR+ and get $2000 back?

    Oh sure, a demo video of something can totally happen. I just meant a public release FSD. But I guess you are on to something here. They will probably show some demo video. Probably coast to coast driving! (Wouldn’t be the first time they show a video that generates unreasonable expectations)
  36. R

    Musk: Tesla vehicles are now ’appreciating assets’ due to self-driving

    Yea, but even the pickup spots only really work with a fleet, not with cars owned by individuals. If you have a car, you usually use it to get somewhere. Some locations are only visited so briefly, that renting your car out doesn’t make sense, like grocery shopping, dinner etc. Destinations...
  37. R

    Musk: Tesla vehicles are now ’appreciating assets’ due to self-driving

    But how will the driver get to the car? And how will you get it back? If I am at work, or at home, will the customer somehow get to my house, or workplace? Then drive to let’s say the airport and then I have to be lucky enough, that someone wants to again drive to my workplace/home to bring my...
  38. R

    Downgrade SR+ and get $2000 back?

    Typical sales tactics. Now they announce FSD is going to go up in price on May 1st and Elon posts to a question about the Tesla network: “On April 22, Investor Autonomy Day, Tesla will free investors from the tyranny of having to drive their own car” And I am going to bet, that whatever they...
  39. R

    Downgrade SR+ and get $2000 back?

    So if Tesla doesn’t refund people that bought FSD for more money, it’s “Tesla isn’t a charity, it’s the people’s fault that they took a bad deal!” If Tesla willingly offers a good deal and people take it, they should be ashamed? Nobody forced Tesla to offer this. It’s their fault if people...
  40. R

    Downgrade SR+ and get $2000 back?

    That would be interesting to know. I guess they could probably turn off 2 speakers. It seems to me, like Tesla isn't really sure either, what they will do with it. They definitely don't want to sell the SR, but it seems like they want to show, that they care about existing owners. It is kind of...
  41. R

    Downgrade SR+ and get $2000 back?

    Oh right, then it's actually just 20 miles more starting range, plus the heated seats. That's not a lot for 2k, or whatever the refund is...
  42. R

    Ford CEO says FSD is hard and applications will be "narrow"

    The main problem with pushing better and better autonomous driving is that at some point the cars become too good, but are still too bad. While we are still talking about heavily supervised level 2, plus assistance features (stop light warning etc.) any improvement is great and makes driving...
  43. R

    Downgrade SR+ and get $2000 back?

    If you don't need the heated seats and the extra 20 miles of range (and maybe streaming and traffic), the SR is actually a really good deal. You pay $2000 less, which you either don't have to finance, or can invest in something. And when you sell it, you can either upgrade it before you do, or...
  44. R

    POLL: perhaps Tesla should do this to improve efficiency and generate cash, in the short term

    Yea good point, maybe they will talk more about the number of reservations in the Q1 report. But it doesn’t seem like they would be worth bragging about on Twitter, so not extremely good. I would have also revealed the pickup earlier, than the Y, even if it enters the market later. The Y might...
  45. R

    Blog Tesla Deliveries Dipped in Q1

    The fact is, that if you include vehicles in transit, they are still down from Q4 and not even at a 5k a week production rate with the 3. And another fact is, that S and X sales are horribly down. Now is that the end of Tesla? Nope, but it also isn’t too great. A lot of high margin cars are...
  46. R

    SR/SR+ (Model 3 RWD) Waiting Room

    The dash is wood veneer in the higher trim versions. You can buy more than enough veneer for $10 on Amazon, as a private person. The alcantara is a bit more expensive, but also probably less than $100. The center console is mostly plastic, so another $5, or so. The seats are probably the most...
  47. R

    SR/SR+ (Model 3 RWD) Waiting Room

    Honestly, how much do you think adding all the SR+ unique stuff costs them? $500-1000? The fake leather and seat adjustments plus heat maybe $200 better audio for $100 and 4-5kWh of batteries. But they sell it for $2,500. And that’s probably almost all the profit they make on the SR+. The SR...
  48. R

    Fred Lambert - You have gone too far!

    Well, since his articles were rather positive once and then changed, we have to ask what happened? And that’s easy, they ended the referral program! If wanted, or not, Tesla basically payed the EV bloggers and YouTubers good money for writing about them. 2 Roadsters are 500k dollar. And Fred...
  49. R

    Am I the only person who thinks the Y is kinda fugly?

    The problem with the original etron is, that the PPE isn’t ready and will be based on the Porsche J1 tech and the MEB wasn’t ready either. So for synergies, they had to make it in a way, that they can build it with the Q5. That leads to the very toned down exterior looks. Also, Audi has no...

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