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The XPrize for Carbon Removal funded by Elon is still going on. The demonstration window for the Final Round is February 1, 2024 - January 31, 2025 and the winners will be announced in April 2025.

Here's some calculations trying to figure out the Semi battery capacity from the charging speed. The state of charge is reported minute by minute. The highest increase during charging I found was 1.635% in a minute at around 7% SoC (Day 2, Truck 1). During the following minutes the increases...

The fifth "paper" is not a journal paper but a doctoral dissertation. The fourth paper is a 3 page follow-up to the massive 30 page third paper and could well have been just one more chapter in the third paper. The three main papers are on three completely different topics and each considered...

Rob Maurer tracks Shanghai numbers. June production was 27,440 3s and 52,925 Ys for 80,365 total:

GB/T and CHAdeMO will be replaced by a new standard called ChaoJi, jointly developed by the Chinese and the Japanese (with a few other unofficial partners). Here's nice article on the background and development: Project ChaoJi: the background and challenges of harmonising DC charging standards

Mexico is a more convenient location for Tesla's engineering force. Gen 3 has a lot of new technology and there will likely be some degree of production hell. Tesla will need their top engineers to be there frequently.

Here's a very rough calculation: 1. The price cuts were probably about $7k-8k per vehicle when you take into account all models in all markets. 2. The cuts were relative to end of 2022 prices but the actual 2022 average sales prices were maybe $2k-3k lower, because the prices were rising...

Typically, when a new kind of computational capability like FSD is first achieved, the first version is highly inefficient and requires lots of computational resources, and later optimizations can dramatically reduce the needed resources. This means that even if it takes HW4 to achieve FSD for...

One advantage of double layer vs single layer is that it puts the mass closer to the center of mass, which reduces rotational inertia. This improves cornering behavior, which could be significant for the Roadster, at least.

A small clarification may be in order. Elon was specifically comparing Dojo to H100 which is NVidia's newest chip that entered full production only last September. NVidia claims that H100 is 9x faster than their previous flagship chip A100 in training the largest AI models. So matching and...

The trains were probably loaded at the CAT Automobillogistik hub in Neuseddin, see this post.

Regarding shipments from Berlin, this video by Tobias Lindh provides some information: This is a logistics hub run by a company called CAT Automobillogistik. It is located southwest of Berlin about 50km from the Tesla factory. The company has several hubs in Germany including one near...

One problem with your math: September is a 30 day month and there were production interruptions. September 10-12 was a three day holiday weekend called Mid Autumn Festival and according to Wu Wa Tesla was operating with reduced shifts. On September 14 a typhoon hit Shanghai and Tesla factory was...

Taiwan has opened orders for Model Y, and apparently they will come from Giga Berlin starting in Q4.

Wu Wa's latest YT video from Shanghai shows RHD vehicles. Maybe heading to Japan, Hong Kong or Singapore?

Matt Smith (Good Soil) is at $1.58. He ends up with 34.7% automotive gross margin excl. credits after a fairly detailed analysis.

Does anybody know if vehicles parked at port but not yet loaded onto a ship are counted as exported? There's a Wu Wa video uploaded on July 29 with about 7700 Tesla's at Luchao port. RCC Antwerp loaded there around August 2. Was there any potential Tesla ships (heading to non-European...

A potentially significant new cash sink for Tesla is providing financing for their customers. The latest 10-Q has these paragraphs: We have been providing loans for financing our automotive deliveries during the six months ended June 30, 2022. We have recorded net financing receivables of $320...

Here's a video about the biggest ro-ro ships. I didn't find it very informative but Tesla is mention at 5:10 as cargo (funny word that: car-go) on Tannhauser.

One side of the pier has RHD vehicles, the other side has LHD vehicles. The RHDs are both 3's and Y's, the LHDs seem to be all 3's.

I'm expecting Shanghai to export 200k-250k to Europe and 50k-100k to the rest of the world in 2022. Also, Tesla could to use ships for some domestic transports to the Beijing region in the north and to the Hong Kong/Shenzhen/Guanzhou region in the south. Would that make sense?

Is there still some place that gets imports from Fremont only outside North America (and Hawaii) or is Shanghai now exporting everywhere else?

But they have paid off the 2025 Notes in Q3. From the 10Q report for Q2: "On July 16, 2021, we issued a notice of redemption to the holders of the 2025 Notes informing the holders that we will redeem the notes in full in August 2021 at a redemption price equal to 102.65% of outstanding...

My quick estimate is that the higher salaries might increase total costs by about 2% (when fully ramped up). Compare that to 10% import tariff and probably roughly 3% of shipping costs. A bigger issue might be parts and materials. China is an excellent place to be in terms of supply chain...

For reference, the Q1 numbers are below: 67642 RT43 units in Q1 vs. 67327 in Q2 suggesting similar delivery numbers as in Q1.

I suspect that Tesla has made a strategic decision to use different cell formats within externally compatible packs. They have done that in Shanghai, where they are using LG 2170 cells and CATL LFP cells in whatever format in externally compatible packs. And I suspect they have done that with...

Ford really did have a pretty good Q1 but the rest of year, especially Q2, is looking much worse, which is why the SP dropped. This is from their earnings presentation: Adj. EBIT: Q1 expected to be the best quarter. Due to the Renesas fire, Q2 expected to be a loss with Q2 losses recovered in...

I found the following comment by Elon during the earnings call quite revealing with respect to Elon's long term vision for Tesla: "I think long term, people will think of Tesla as much as an AI robotics company as we are a car company or an energy company. I think we are developing one of the...

This confirms what I already suspected from Zach's Bitcoin comments during the earnings call: The Bitcoin sale was a test of Bitcoin liquidity.

Hofstadter's Law: It always takes longer than you expect, even when you take into account Hofstadter's Law.

Source: https://cleantechnica.com/2020/08/15/tesla-autopilot-innovation-comes-from-team-of-300-jedi-engineers-interview-with-elon-musk/

If ARK's projections in their Big Ideas 2021 come true, Tesla will have no problems finding customers for Dojo: "While advances in hardware and software have been driving down AI training costs by 37% per year, the size of AI models is growing much faster, 10x per year. As a result, total AI...

Indeed. Tesla's FSD team has around 100 hardware engineers, 200 software engineers and 500 labelers. Andrej Karpathy talks about Operation Vacation, the goal of which is to get the FSD to the level where the job of the hardware and software engineers is mostly done and the labelers will take...

Nice interview, worth watching. It includes a story of how Jeff came to work with Tesla: "I had an industrial partnership for 20 years with 3M from 1996 to 2016, and around 2014 Elon Musk made his announcement that he would be making the gigafactory in Nevada, and I just thought this is...

Your views of the European greens are out of date. For example, the greens have been running the the German state of Baden-Württemberg, a major industrial state, since 2011 and have now won two elections since then. People have been generally quite happy not only with their environmental...

Zach actually studied in a dual degree program that combined Economics with Mechanical Engineering and Applied Mechanics. I suspect that Elon is not letting Zach lose touch with the engineering side.

On the Battery Day, they said that they improved the formation phase by using techniques learned from their vehicle BMS. This could be at least a part of that.

An informative article on short sellers. Not TSLA specific but includes a tweet by Elon. Naked Short Selling: The Truth Is Much Worse Than You Have Been Told | OilPrice.com

But why is a SpaceX rather than a Tesla representative attending the conference? As far as I know, SpaceX does not have a lot of spare cash lying around looking for a home. Maybe Elon is starting to think about a currency for Mars.

The use of "nm" for nautical miles makes me smile every time because by brain first interprets it as an SI unit, which just happens to be a unit of length too. There's something in the absurdity of that interpretation that never fails to tickle my funny bone.

Shorter title: Starship Bloopers :D

Tesla Bjørn has tons videos where he monitors the parameters of his Model 3 using an OBD2 tool while driving, supercharging etc. The observation from those videos is that the Tesla BMS likes to keep the battery temperature at about 30 C while driving but about 50 C when supercharging. If the...

Could it be Proterra? They are going public via SPAC merger: Proterra Set To Take Heavy-Duty Electric Vehicle Business Public via SPAC Transaction

Those 8M/1B daily kilometers are NOT used for collecting training data for NNs but for building/updating HD maps.

Don't forget this tweet by Elon https://twitter.com/elonmusk/status/1307828265445400579 "Yeah, we will open Dojo for training as a web service once we work out the bugs"

Yes, the Board approval and the official results (10K) is what I was thinking but I could be wrong. Surely the shares won't be exercisable until 10K. But if you think it makes accounting sense to record the vesting on Q4, I'm sure you are right.

A couple of issues with this update: 1. Tranche 5 doesn't vest until Q1 2021 (assuming $6B Adj EBITDA in Q4). 2. The $35B revenue milestone should be achieved soon (Q1 or Q2 2021) and is the likely operational milestone for Tranche 6.

Tesla Insurance is hiring in Europe: Careers | Tesla Program Manager, Insurance Pricing Actuary & Data (m/w/d) Location Berlin, Berlin "Tesla is looking for an exceptional and experienced pricing actuary to develop motor insurance products across our European markets and the UK. We are...

That would be a first. The 2005 season got up to Zeta but Eta has never been used before.