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If there is no sales tax that is a subsidy, no? Or is Tesla paying the sales tax for the customer 🤔?

The tweet says EAP which is something different than FSD..

China possibly subsidizing their BESS manufacturers who compete with Tesla..

Was posted two above yours 🙄 And as I said above, nothing official at all it all depends on UNECE changing their rules. Will take years until we can have the same as the US :(

This is not at all anything official, just an open minded officer from Sweden informing themselves what FSD can do. Good PR on Tesla’s side, but Sweden as well as the rest of Europe depends on UNECE moving ahead and that will take years still Ian afraid.

😍

Seems like Elons trip was delayed due to politics of Indias election, so likely no negative news for Tesla’s investment plans there: https://www.scmp.com/week-asia/economics/article/3260350/teslas-india-electric-vehicle-plans-track-despite-elon-musk-postponing-modi-meeting Via Sawyer Merritt

Sawyer Merritt: "Typically there is a 90-day post-termination (or leaving) exercise window period where you have to exercise (ie, pay) for your vested incentive stock options or else you lose them." So the timing was very likely not his choice.

Are the expiration dates independent of whether he´s still employed by Tesla? Or did he maybe have to sell once he left?

At least Elon does seem to consider now it according to what he said on the call (that was the first time he mentioned it, right?)

Let´s hope Mr. Market likes this and we have another green day tomorrow :) Max pain is stil at $155 though... but only regular stock options expiry tomorrow (4th Fri of April)

You didn´t read my spoiler, did you?

We haven´t had any technical analysis here for a while.. I like this one:

Did he even sell or just turn his options into shares? And as @mongo said, the option sale was not his choice, he had to do that now.

When I read this correctly he exercised the options, so he now has stock, correct? If he sold the stock, too, that would be visible elsewhere? Sorry for the basic questions, never did anything with options.. Just want to see if this can be interpreted as a voluntary decision to get out of TSLA...

In case anyone else wondered, that´s Drew Baglino. Wow, 180M is a nice sum to retire on 🤑 Looks like he didn´t watch the Ron Baron interview today though 😂

The vehicle that you posted the VIN sticker of is from 4/11, the recall was for vehicles built through 4/4 so it should not be waiting. The recall notice also mentioned 3878 affected vehicles, so your VIN 7864 seems quite high for just a week later! However, as we know that while VINs are...

Yeah that´s the sweet spot Tesla should address with the next generation vehicle IMHO (at least for Europe and other non-US markets). Better sooner than later, don´t give the Chinese too much of a head start for market penetration in this segment. Looked at a review from ADAC (German AAA) and...

With all due respect, I don´t follow you here. Your points one and two dont change the product breadth, why do we need 3 versions of the Y and even bigger ones than currently? Agree with three and four. Different view probably comes from different taste in cars a bit..

😂 😂 😂

This might have been posted already, but to good to not quote Ron Baron here 🤩 He makes it sounds like "stupid question when, now is the bottom so it can only go up!" 😂 Skip to 8:29 for the quote:

Nice review. Seems like they like the car (although this is not really an independent review, the video says "Werbung"=ad in the corner, likely because they probably got the trip to LA sponsored) but the only thing that kind of stands out as a slight negative to them is the brake starting to...

Yeah. Would be even better if he´d post his data sources.

Do you think without introducing Model Y Tesla would have sold as many Model 3s as they do Y+3 in total now? That´s what counts.

I understood that more as a theoretical thing that in principle FSD should drive ok in other countries (as opposed to geofenced/HD maps based systems). As far as I understand (not an expert) they´d take the same NNs (NN architecture) and train them with driving data from another region which...

Model 3 and Y with zero down payment available in China: https://cnevpost.com/2024/04/24/tesla-launches-0-down-payment-option-china/

Liftoff... TSLA now at 15% up :)

Nice series of plots of data from the earnings report:

Depends, if BYDs decided to sell vehicles from their own platform under the BMW brand, not so much, right? Just saying it is not so obvious in such a constellation how to classify a brand or and automaker...

Sorry, have to point out a flaw in your logic - you say Tesla is printing money in spite of massive AI capex when they positive result was only before capex as @Robertj pointed out.

You don´t expect that personally (gut feeling) or what research is that based on?

Wonder if one should still think of Volvo as a legacy player? Majority owner is Geely... https://en.wikipedia.org/wiki/Volvo_Cars

And turn it into hatchback form factor in the process :)

I totally get the reasoning Elon presented, but at battery day they also talked about performance improvements through the new form factor. Would be great if at the next call someone could ask if these didn´t turn out as planned or if price is just more important at the moment.

As a cyclist, love to see this, impressive. One advantage of AI over humans: It is always patient.

Seems like at least the ignore function is working 😂

Wow, Elon made me laugh, didn´t expect that ("you briefly grow a tail..") 😂

Finally good sound quality :)

So theoretically robotaxi could be only be a piece of software and prioritizing it might mean putting capex into compute now and setting up production of next generation platform (which is still mentioned in the Q1 24 letter btw, and no talk about robotaxi there - though on the other hand next...

I think the source of the misunderstanding is that you overestimate what the average car buyer knows about EVs. What seems obvious for us here on TMC is news for many others that will buy EVs sooner or later.

Now that´s good PR! How popular is Consumer Reports in the US?

After thinking about that I guess that might be a way of making fun of Elon‘s earlier way-too-optimistic prediction for FSD to be completed-still quite misleading.

@The Accountant

What is the difference in a discussion educating one whether to buy into TSLA for the first time (prospective investor) vs buying more (current investor)?

Aren´t the votes weighted with number of shares owned?!

It is just about a single supplier who will cut his supply by 30%. The article infers from that that Giga Shanghai is cutting production by 30%, too. Could be, could also be that they are replacing the parts with those from a different supplier. This is the translation of the source cited in...

So according to @mongo here, we have to make this That as of April 4th they had produced delivered 3,878 Cybertrucks, correct? That would fit much better with @Troy ´s VIN plot which pointed to almost 5000 VINs assigned as of March 26.

Maybe nitpicking, but in Q1 the deliveries didn´t slow down, they only did not accelerate as much toward the end of the quarter as we are used to. So less of a delivery wave as was planned for a long time. That said, they had enough cars to sell even more, so if the demand had been there, they...

But note that on the other hand, robotaxi market will be only US for a while. So would make perfect sense to use the same car for robotaxi (US) and small car (rest of the world).