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Enter: CyberCab. 😎

Tesla China price reduction on all vehicle makes/models by 14k rmb (~$2k USD): Edit: I haven't seen any other notice regarding this price cut, so consider it just a rumor for now.

IMO, Dillon from the Electrified youtube channel makes some convincing arguments as to why there is a possibility that the shareholder vote for Elon's previous comp package may not go the same as it did the first time. Considering that there's even a slight possibility of that happening, I'd...

Looks like Tesla is rolling out the ability to be able to order food takeaway at limited supercharging locations in the UK. Tesla owners are able to order the food directly from their car's screen inside the 'facilities' submenu for those specific supercharging locations:

While it's true Tesla's overall auto market share dropped and overall EV market share dropped, Tesla's European EV market share actually grew QoQ (Quarter over quarter) in Q1, from 17% to 19.1%. While good, this is still a drop YoY (Year-over-year) compared to Q1 2023, which was at 21.6% :

Not in China... this is in NYC.

For those assuming that FSD would never work in population dense areas, this was pretty impressive to me although probably still not aggressive enough. Granted, it's not India or Vietnam, but it still does a good job of sohwing that FSD can actually make progress in population dense areas:

So Elon Musk, Rohan Patel, Ashok Elluswamy, and Drew Baglino have all been laid off?!?! TSLA should be down like 50% today! /s

If you're looking at current inventory, then it's anyone's guess as to what will be cheaper at any given moment. Tesla stated that they would incrase prices on April 1st, and they did. On March 20th, when you purchased an inventory model Y, you could order a model Y (not from inventory)...

Well, we had a nice run, but I think the competition is finally coming. SpaceX finally has some real competition, so I figure Tesla's competition must be coming soon as well. I've never heard of Space Y before, but they're obviously a completely legit company that wasn't made up for April...

Looks like the FSD 1-month trial is starting to go out to some: Here's what it looks like (not sure if this is in the car or in the app. I'm guessing it's in the app):

There are several confirmations on X that FSD Beta 12.3.1 is now being rolled out to Canada:

13.2k new Tesla registrations for week of 3/18 - 3/24 in China:

Some other useful information in that thread: - Refresh Model 3 will be getting it's first FSD Beta software within the next week - Tesla are trying to implement a method to be able to perform camera calibration within the factory without adding miles to the vehicle odometer - Tesla is aiming...

The guy in the video I linked said he had EAP. I'm guessing you have to have EAP in order to use AutoPark.

Thank you for your responses! I guess it would make sense that Tesla dominates in large cities where income and wealth are higher, while Chinese EVs dominate outside of the large cities.

Can you only speak specifically for Beijing, or have you noticed the same trend in other major cities in China as well? Also, your remark regarding the density of Teslas is very diffuclt to believe, especially if you are comparing to NorCal. When was the last time you were in California? What...

The new autopark has gone out to some customers with non-USS, non-FSD enabled vehicles. It seems much better than the previous autopark, even with snow blocking some lane lines: https://twitter.com/i/broadcasts/1LyxBnjqYbrxN

This person seems to claim being in Canada and having 12.3:

I know this discussion has passed, but considering all of these semantics regarding feature complete, I did want to point out that (this time) Elon didn't mention anything about feature complete. Whole Mars was the one that interpreted what Elon said to mean feature complete. Here's the timeline...

Watching from 1:22:00 is amazing to me... it incorrectly thinks it's in a right turn lane (behind parked cars) for a while, but after over a minute of just waiting there, someone gets out of the car in front of the Tesla and as a result of seeing the person get out of the car, FSD Beta...

Gamestop's market cap and daily volume was many orders of magnitude less than TSLA's current market cap and daily volume. Thus, in order to do to TSLA what the redditors did to Gamestop, we would need many orders of magnitude more (equivalent capital of) reddits.

This is my own interpretration and IANAL, but I feel like "compel" is a pretty strong word. It seems that this stipulation is there to protect the consumer from getting tricked into what they believe is a pretty good lease option (maybe the automaker gives a $2000 discount for leasing the...

Teslascope is the name of the X poster. They also monitor a website + service (Teslascope) which any Tesla owner can voluntarily sign up for to provide them with specific details regarding whenever your specific VIN gets software updates, and when you install the updates. Since the service is...

Just to be clear here, the only people that currently have v12 are employees, not shareholders, but your point still stands that they can have a bias towards wanting FSD to improve so that it's one less FUD point for them to have to hear about the company that they work for. The study itself I...

Teslascope has written a pretty long post regarding FSD v12: TLDR: 1. Hopeful for FSD v12 Beta release to non-employees by end of Jan 2. As of this weekend, Tesla has begun internal testing of Actually Smart Summon (ASS) on company-owned vehicles based on V12's end-to-end architecture. 3. High...

This would be the first afterthought that can do this to a 1200 horsepower Corvette C8: Oh and btw, this video has 1.4 million views in 4 days, and many of these viewers are probably watching this after seeing a bunch of carwow's Cybertruck coverage, which was mostly positive:

While living in the Inland Empire (Los Angeles suburbia), my famlily including 2 kids survived on a $110k annual single working parent income. Granted, I am a total cheapskate though. No credit card debt, bought a used MX that validated my minor TSLA investment, so I turned it into a much more...

Tesla China 🚀

Tesla offering free supercharging to Japan in the earthquake-affected regions: https://www.benzinga.com/news/24/01/36446463/tesla-steps-up-to-offer-free-supercharging-for-a-week-in-japans-earthquake-hit-regions

Err yes, you're correct. I meant that am speculating that they'll only implement on the M3 Performance at first while the LR and RWD that's in current inventory continue to sell out. Sorry if I hadn't made that clear.

You don't even have to wait for Tesla to release their delivery numbers apparently 🤣 🤣 https://www.investors.com/news/tesla-rival-byd-seizes-electric-vehicle-crown-chinas-li-auto-nio-xpeng-deliveries/

I'm just realizing now how Tesla plans to solve the issue of the M3 Performance currently being cheaper than the M3 LR after rebate - It seems they plan to phase in M3 refresh into the Performance variant first, and then my speculation is thatt Tesla will raise prices on M3 performance at the...

Where are you getting this estimated auto gross margin of over 25% from? I'd love a little more insight into how to interpret BYD's performance as a competitor to Tesla.

The current Tesla employee seemed very unsure of the exact details of the stock purchase plan, so I'd take what he mentioned with a grain of salt. It's very possible that there has been no change to the stock purchase plan.

Not sure if it's been posted here, but Joe Justice has a new video with a current Tesla employee out. Note that half of the video is censored because the employee is saying things that he probably shouldn't be saying in an interview, but I still was able to find qutie a few nuggets. Here's a...

This would be my concern as well, but I think we are an extremely long way off from there. Tesla has stated that the first jobs the Teslabots will take will be the dangerous and dirty jobs that no one wants. After filling these jobs, Tesla could maybe make the move to focus exclusively on the...

Sawyer took this screenshot from Tesla's website: While it's possible Tesla may change it later on, this was directly from Tesla's website.

As expected, M3 LR and M3 RWD lost eligibility for the $7,500 rebate. The M3 performance is still eligible for the rebate, which makes it cheaper than a M3 LR.

Oh, we can do multiple? Mod: No! Then here are my 3 best predictions in no particular order: 1. FSD will be approved for usage in China 2. Sometime in 2024, Tesla will provide video footage of Teslabot(s) working somewhere on a production line 3. Profit growth from energy will be larger than...

I unfortunately don't have any extra context and am unsure of what his expectations were before looking at the leaked video. I could see either of the points that you made above being accurate.

@ccook (Chuck Cook) says that it's hard to really tell any difference between v11 and v12 based on what I believe is the same video (leaked and now deleted):

Whole Mars Catalog got a video of FSD Beta 12.1, and says it is 'more stable and usable' than he expected:

Rob Maurer is estimating 509k vehicles produced:

Thank you so much for this comparison between BYD/Tesla, and Magna Steyr as well! I'm so glad that I happened to ask the right question at the right time for you to be able to respond to me so thoroughly. So, it we assume that your BYD review was quite thorough, it would seem that John McElroy...

I know this isn't the BYD thread, but I did think that it might be something to take note of that John McElroy says that he knows for a fact that BYD is now making money on EVs (he unfortunately didn't mention how he knows this in this discussion, but the way he says it makes it sound as if it's...

More Jason Cammisa discussing with Matt Farah (@thesmokingtire) about the Cybertruck for 2.5 hours. I haven't seen it yet, so no idea what is said/discussed:

If anyone had any technical questions regarding any of Tesla's future products, this may be the place to ask and potentially get it answered:

No source on this, but if this X post is correct, apparently 16 Nordic funds are threatening to sell their @tsla position if Tesla does not sign a collective agreement with IF Metall.

Foundation Series Cybertruck order emails are going out to those who have never lived in CA or TX now: Along with Cyberbeast estimates moving to late 2024, it looks like Foundation Series will be sold throughout most of 2024. Should be good for margins.