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  1. M

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

    Yep, it was previous seen in Canada (and was LFP).
  2. M

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

    Or the initial assumption is wrong and it's LFP...
  3. M

    Discussion: Powerwall 3 [Speculation / Discussion etc]

    That would explain "daisy-chain". Is your interpretation that it lacks solar inverter but can sink/ source AC power via the battery inverter? Seems like it would need to be useful, with the alternative being DC link to the main unit (also daisy-chain).
  4. M

    FSD V12 (end to end AI)

    Could also be testing V12 to see how it handles that situation. Theoretically, if the base behavior is good, it wouldn't need trained on that specific situation whereas v11 relied on a bunch more human written and tuned C++ path planning code.
  5. M

    Launch is Imminent

    I did. In the post before the one you quoted. Interesting you find listening to under two hours of earnings call every three months antithetical to having a life. Or searching the recent transcript as part of a news article.
  6. M

    Launch is Imminent

    For reals? I've had a reservation for 15 quarters and they think I'm going to cancel because I'll need to wait another??? Also... did no one listen to the Q2 call?
  7. M

    Launch is Imminent

    What promise is that? Q1 earnings call: "delivery event probably in Q3", "hopefully around the end of Q3" Q2 earnings call: "delivering it later this year."
  8. M

    SpaceX Internet Satellite Network: Starlink

    Right, you are getting to Dishy through the app. The router has its network functions disabled due to bridge mode. All the app network functions were served from the router. The router is so disabled that you can only exit bypass mode via factory reset. Do you have a Gen 3 router?
  9. M

    SpaceX Internet Satellite Network: Starlink

    Ah, I'm pretty sure the speed test is performed by the router, with it in bridge mode it may not be able to run it. 100.1 was for residential Dishy, but it sounds like you can get to it through the app?
  10. M

    Launch is Imminent

    It's wronger than that, the range is for GVWR, not curb (which is untracked regulation wise AFAIK). Hummer is 10,550 gross, 9,063 curb, 1,300 pound payload capacity... 2023 GMC HUMMER EV Specs & Features | Edmunds
  11. M

    Launch is Imminent

    Don't know where you got that quote from. The 8,501 - 10,000 estimate from 2019 based on expected vehicle class is the Gross Vehicle Weight Rating (GVWR). That is fully loaded capacity NOT curb weight. If a vehicle exceeds 10,000 that impacts commercial use, so they would certify at the lower...
  12. M

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

    Correction, days of inventory is 16 for Q3. I goofed a step in the calculation. (0.218*75, not 0.218 shift the decimal).
  13. M

    Launch is Imminent

    Crash tested...
  14. M

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

    The factories restarted far enough from the end of the quarter to mostly refill the shipping pipeline. Shanghai had at least 3 ships outbound at EoQ. Shutdown Drain pipeline (16 day drawdown) End of deliveries Restart Refill pipeline (15 day refill @ Q2 delivery rate*) End result is...
  15. M

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

    Q3 P&D Production Deliveries Subject to operating lease accounting Model S/X 13,688 15,985 8% Model 3/Y 416,800 419,074 4% Total 430,488 435,059 4%
  16. M

    Charging beyond the set limit, weird behavior in the last few days

    The battery temperature changes between the end of the charging cycle and your next drive. That can be a bigger impact than time from previous drive to start of charge cycle. Depends on conditions and charge current.
  17. M

    SpaceX Internet Satellite Network: Starlink

    Dishy is the modem Router is power injecting Access Point System can run without Router if you put DC power on the right pairs. The app pulls data from both Dishy and Router, it's not served by the router itself (as far as I can tell). 100.1 Web interface gives only Dishy stuff (no networking...
  18. M

    SpaceX Internet Satellite Network: Starlink

    It's like setting a cable modem/ AP to bridge where the modem itself still has settings. There's Dishy and there is the router which is also the power injector for Dishy. You can set the router to bridge/ pass-through mode with wifi access point off so it is ownly power to Dishy and no other...
  19. M

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

    18 minutes after the hour??? 😉
  20. M

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

    3. No personal FSD + RoboTaxi (where Tesla takes higher %) Cybertruck reservation list is so deep, nothing can boost sales besides more manufacturing...
  21. M

    SpaceX Internet Satellite Network: Starlink

    Strange... App shows offline? I'm not in bridge, but can connect via 3rd party access point. Network tab is router, obstructions abd stuff should be served by Dishy.
  22. M

    Data from Run On Less event

    Post #56 begs to differ What Is Slip Seating In the Trucking Industry? – Freight Course
  23. M

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

    That unit is basically a wall mount mobile connector. Wall connector installed cost is a lot closer to mobile once you correct for GFCI vs non-GFCI breaker, no high grade 14-50 outlet, and 3 conductors instead of 4. Tesla's ecosystem also handles load balancing between units on top of the...
  24. M

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

    No monthly fees (fee regardless of usage) doesn't mean no per-session fees. For example, unless Tesla passes on the credit card processing fee, Tesla is subsidizing every use. Price selected - credit card fee - Tesla fee = gross to property owner. So property owner can adjust the user rate to...
  25. M

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

    Q2 cars sold in Q3 are not pure profit. Costs are carried with the vehicle as inventory until sold (or otherwise disposed of). Then they transfer from the balance sheet to the income statement. So a Q2 build sold in Q3 hits cost of revenue the same as a Q3 build (ignoring changes in BOM and...
  26. M

    Data from Run On Less event

    How much of the 80k is fuel? (It impacts net load) 300 gallons in 2 tanks lets it go all day, 65PH * 24 = 1,570 miles, only need 5.2 MPG to achieve that.
  27. M

    Investor Engineering Discussions

    Just reread. The dual pair Ethernet looks like optional population option in the multicable. Payment system runs off a separate cable.
  28. M

    Launch is Imminent

    Say what now?
  29. M

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

    Not on my ticker, $247.30
  30. M

    FSD V12 (end to end AI)

    Or to the (much larger) NN that does the curating. (Not that NN bias is better than humam bias...) How do you train a small NN how to drive? Start with a large NN that knows how to drive... Seriously though, isn't that what autolabeler does?
  31. M

    Blue Origin - New Shepard

    I thought we had determined from Rocknado that the company leads the investigation (in partnership with NASA, FAA, NTSB, ...) So the mishap report timing could be a result of Blue Origin tracking down the issues and solutions. The March update from BO was only the main failure cause, not the 21...
  32. M

    FSD V12 (end to end AI)

    NHTSA: we don't like v12.6.8 Tesla: rolls back to v12.6.7, later releases v12.6.9 Worst case, disables FSD until v12.6.9 .Point is sales don't get stopped.
  33. M

    FSD V12 (end to end AI)

    Tesla can (as near as matters) instantly disable any FSD feature on the cars, so a NHTSA recall wouldn't prevent sales for any length of time. And that's assuming the car shipped from the factory with the problematic software active as opposed to being a first download type thing. From the...
  34. M

    Investor Engineering Discussions

    Yeah, we tend to talk about the vehicle which has a low voltage and high(er) voltage system. Generac calls <600V medium, whereas transmission lines of 1kV to 35kV are medium (sometimes). There are places that will make custom cables from standard off the shelf ones. The drawing seems to...
  35. M

    SpaceX Internet Satellite Network: Starlink

    Western Australia law enforcement is investing $8.5 million into Starlink services & gear. Western Australian Police invest $8.5 million to deploy Starlink
  36. M

    SpaceX Internet Satellite Network: Starlink

    Between planes also otherwise planes must always be over a ground station. Multiple links per sat (around 5k sats) High density would be 4 links per sat for adjacent in-plane and adjacent plane links. Likely ways to optimize beyond that though.
  37. M

    SpaceX Internet Satellite Network: Starlink

    Optical links are 100Gbps
  38. M

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

    Right, I didn't think you intended negativity, nor was it inherently negative. I was trying to reduce confusion. Language is weird; I get PCBs made all the time and I would hate if a supplier fabricated that they were fabricated them.
  39. M

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

    Clarification due to regional meanings: does "fabricated" in this case mean the same thing as "planned"? (Fabricated can also mean falsified, just like scheme has a negative connotation in the States) Yeah, load/transit/unload time + local shipping is still > 3 weeks. China sent out two ships...
  40. M

    Wiki Falcon Super Heavy/Starship - General Development Discussion

    Some photos of launch mount repair
  41. M

    Installing 240v box outside garage

    Say hello to my little friend... https://shop.tesla.com/product/universal-wall-connector (People also sell Tesla to J1772 adapters)
  42. M

    Launch is Imminent

    Performance may be tri-motor based on Joe Tweets. Recent Elon test drive + previous dual test drive + executive tri-motor review.
  43. M

    Data from Run On Less event

    Last part is multiple Megapacks/ extra trucks/ maximum time shifting. Mega pack holds 3.9MWh and can output @ 1.9MW or 1MW. So you can get 4 trucks from just it. Or, with 4 posts and 3x4 trucks, eliminate 1 MW of demand. 16 trucks 4x4, cut by at least 750kW. Good catch on my lack of addition typo!
  44. M

    Tesla BEV Competition Developments

    Cory Steuben went to Lucid
  45. M

    Launch is Imminent

    My mobile web page looks the same for tri and dual, no listing of spec nor FSD.
  46. M

    Is the car keeping my garage warm?

    SC HV DC -> HV DC The Supercharger voltage is whatever is takes to achieve the vehicle’s requested charge current, but never more than the pack maximum voltage at the car. There is voltage drop from cabinet to pedestal and pedestal to car.
  47. M

    Data from Run On Less event

    High usage case: 4 chargers at 750kW =3000 kW 1,706 + 2800*7.98 = 23,770 demand /12 trucks/ 28 days = $70.74 demand per charge + 20.70 for kWh = $91.44 /$6 a gallon for diesel = 15 gallons *10 MPG = 150 mile ICE range equivalent Add a megapack and demand could drop by 1000kW Or throttle...
  48. M

    Is the car keeping my garage warm?

    House AC -> Charger (PCS) -> HV DC HV DC <-> Pack (<- if loads exceed house power) HV DC -> LV DC (PCS) (16V or so) HV DC -> Compressor HV DC -> Drive Units (<- during regen) If, for instance, a car is preconditioning off of a 12A 120V connection, it will draw from both house AC and pack DC...
  49. M

    SpaceX Internet Satellite Network: Starlink

    Now over two million subscribers