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Hey, but how about "Preprototype PRO Driver"..!

Ok, thanks! Couldn't listen a call because of time difference. I'm just catching up and saw Elon's(?) comment about negotiatons with one OEM. If FSD licencing is an easier prosess, that's of course better for a.long term. But short term pressure for licencing won't be so high..?

So, FSD licencing to other manufacturers, when? It's Ford, isn't it? Some pressures in other companies? I guess Tesla can't develop FSD hardware and software at once with many partners.

About mission: CT also helps to establish a supply chain for a 48-volt system. Which reduces use of copper tens of kilograms per car. And helps with energy effiency. It would be very difficult to start that chance with a high volume model.

Affordability is the key. An example from Finland: "The car trade has stagnated, but the pace of electrification remains fast compared to the previous year. The number of fully electric cars increased by 71 percent on Finnish roads in one year. At the beginning of the year, the first...

Maybe related? "SSAB has been selected for awards negotiations for up to 500 MUSD in funding from the U.S. Department of Energy for a potential construction of a HYBRIT[®] manufacturing facility, capable of producing fossil free iron by using green hydrogen instead of fossil fuels. The project...

OT: I saw a paper check sometime on early 1990's. It's kinda absurd to hear that they are still in use somewhere on Tellus... :)

Maybe these Tesla jobs are relevant for the question? "A look at Tesla’s Careers Page shows that job listings for Prototype Vehicle Operators have been posted for Brooklyn Park, Minnesota; Miami, Florida; Littleton, Colorado; Bellevue, Washington; Draper, Utah; Jacksonville, Florida; Houston...

If I'm right, the car registration officesin China were closed from thursday (to sunday?). I saw a tweet from this, couldn't find it now. But heres an example in Beijing: "From April 4 to 7: No License Plate-based Restriction on Vehicles in Beijing"...

Euro rates should start coming down in about two months. US may be another story. https://www.ft.com/content/550f4437-b104-46cc-a205-bc8c447ae444

Which AI companies are gonna make profit in near future with their AI products? Others than Tesla? Just asking.

This is what almost whole Europe is waiting. And especially here in north, most of the mortrage loans are tied to 12 month (or 3/6 month) Euro interest rates. The whole economy is at the moment deep frozen. For example building of houses is at the lowest level since 1990's. "Eurozone inflation...

It seems like Xiaomi is in trouble in China. Test cars keep crashing and customers are tired of waiting. There have been several crashes lately. For example: "There is one more thing that must have discouraged customers. Photos and videos of prototypes crashing on public roads have been...

Finnish tabloid: "Here's the megastars' new favorite car Supercelebrities have taken to the wheel of Tesla's massive new product in droves in the United States." https://www.iltalehti.fi/autouutiset/a/7c3e6d51-f2ed-4332-8727-31000eef6ea6

Free trial month of FSD Beta = much more training data (edge cases, etc).. And less biased users.

Whatever it is, premarket likes it.

Tesla China price increases, chinese competitors (CEO of Xiaomi) point of view: "Xiaomi CEO Lei Jun said that Tesla has the unique advantage of being able to raise the prices of its electric vehicles, a move that other companies cannot pull off because they are risking “huge losses.”"...

Elon's notion combined with Ashok's earlier tweet makes me truly eager to see what they have in the bag (of FSD). I guess those features are already baked in their alpha version of software..? This: "The next set of 12.x releases should bring unprecedented progress.'

How about take rate of FSD in Europe? Regulation is easing in about six monhs. https://www.teslarati.com/tesla-fsd-beta-europe-launch/

Cybertruck at display ln Giga Berlin.

Model Y price increase in Europe: "Approximately 2,000 EUR or local currency equivalent"

Competition is coming, but not with 4-wheel! BYD AWD-model, is, erm, not AWD... "BYD Seal in four-wheel drive version turns out to have substandard four-wheel drive. In our test, two different models of Seal AWD drive only the rear wheels. The front wheels never intervene to get the car out of...

It doesn't matter in sunny California etc, I know, but here's some winter testing results from Finland. "Cheap Chinese the worst At the other extreme is the BYD Dolphin, which TM left completely without stars. The Chinese manufacturer's compact electric car model recently received the title...

BYD? Margins? And some potential headwinds in Europe: https://www.bnnbloomberg.ca/eu-formally-opens-anti-subsidies-probe-into-evs-made-in-china-1.1979985

Model Y deliveries starts in Malaysia. "Tesla Model Y deliveries started in Malaysia. Model Y reservation holders in Malaysia finally received their orders after nearly 8 months of waiting." "When it was launched in Malaysia, the Model Y achieved two significant milestones, including securing...

Tsla Chan posted yesterda also: "NEWS: Tesla China is posting more job openings to increase its delivery team and staff in several fields. - Ignore the noise and see the essence."

And Giga Berlin was paused because of supply chain part problems. "Tesla Giga Berlin’s Model Y production was paused. But it was not due to Tesla’s own strategies. Instead, the production pause was triggered by supply chain issues that arose due to tensions in the Red Sea. From January 29 to...

"Our polling shows a fascinating polarization surrounding Elon Musk. Put simply, Democrats and people who say climate change is a serious problem that must be addressed do not like Elon Musk. That’s quite a change from where Elon started as the visionary who put modern mass adoption of EVs...

We need 1-5 webcams online showing Tesla Bot doing productive, continuous work in some Gigafactory. Then WS and investors and another companies will see the true value of Bot. This can realistically happen already this year. Or 2025. Or next. Who knows? And my guess is that Optimus will be...

Computing shouldn't be a problem much longer...?(!) At least this sounds promising: "CEO Elon Musk on Wednesday said that version 12 of its full self-driving (FSD) software is still training but compute training will not slow it down." "'Training compute should soon not be so much of a...

Tesla Club Finland has donated ca. 40 "mini Teslas" since March 2020 to the child's hospitals around Finland. This was just published in the biggest newspaper in Finland. https://www.hs.fi/kaupunki/art-2000010222432.html?fbclid=IwAR1nwYhl2nNuKX_pVGbemOU4c_PknxHDGV1cKQxBLW3fg0D262tUL6w8kL0

Bot will be an insane money printing machine. And it can happen fast. The stars are aligning. Energy, FSD and Semi, maybe even robotaxi will follow, but they will be peanuts compared to Teslas fleet of bots.

1) Interest rates US 2) Interest rates EU 3) Some random thing, who knows.

Stainless steel has magnetic variants, ferritic and martensitic stailess steels. I'm not an expert, but here's some explanation: https://www.thyssenkrupp-materials.co.uk/is-stainless-steel-magnetic

Troy's "everywhere demand limited Model Y" got price increases (ca. 2000-2500 €) in Norway and Germany yesterday. Just saying...

More about Tesla Energys future profits on this clip.

Motto of the day; don't feed the troll. It's just boring.

Denmark, Spain, Netherlands, Sweden and Norway, cumulative sales of day 35 of Q1/2024 5884 Teslas vs. day 35 of Q1/23 sales 2481. Not bad.

Could you run a succesfull taxi service company on Artic Circle with Teslas? No way!? A cost of car maintainance would be gigantic? Hertz, Hertz, Hertz... Teslas would be freezing in winter anyway!? Well, now we have a positive example for Rovaniemi, Lappland, Finland. Less than three years...

Don't you worry about Boeing's popping doors. It's nothing that a good old OTA update won't fix!

If this is a trend of future, this BS doesn't encourage to invest into US stock market. If the shareholders will can be overrun by some random judge... Just saying. (No, I wasn't a shareholder yet on 2018. But this is a biggest unfairness so far I've seen with stocks.)

Wanna see Lucid of humanoid bots? M'kay, but I'll show it to you anyway. Talking about copying (at mechanical and presentation level, maybe not so much on AI level..?). I guess Elon wants to keep speed on bot development, things gonna develop superfast. This is a true gold rush. So here we go...

Send 'em to Giga Berlin, Germany, Europe. Thank you!

I'm really not an expert, but I have understood that the shift to the end-to-end is a big milestone. "James Douma explains that for self driving cars and other challenging problems for neural nets, the reason that prior attempts to jump to 100% complete AI systems did not work was the...

"Brighter with Herbert" -YT-channel has already a discussion about BMW/Figure -partnershio. https://www.youtube.com/live/9wNUjrSEayI?si=7hXXDiG-0bkteJL4

Old fashioned "Launch Mode"..?

Speaking of demand. The trend is our friend, at least in Finland. BEV share of first registrations was 34 % in 2023. On December of 2023, 36 %. I quess also US will follow. :)

Or they are just waiting for next version of 4680-battery.

Have we already seen CT Giga Mexico production confirmed? At least governor said so... https://www.teslarati.com/tesla-cybertruck-giga-mexico-production-nuevo-leon-governor/amp/

About Tesla's CT air bending: https://medium.com/the-tesla-digest/teslas-innovative-air-bending-shaping-the-future-of-stainless-steel-manufacturing-8a3dc5d680af