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But.. we got some new ones, and they look hungry?

That is my understanding as well. Remember, a lot of this $60B is backfill for the US military. It seems that we had a bunch of materiel that we could not part with until this bill passed, but the instant it passed, we could ship this materiel knowing that the funds to backfill it were now...

Absolutely. Aren't the regulatory credits in the billions now? Or mere hundreds of millions? The US government is forcing ICE to donate to Tesla like crazy. What happened to all the analysts who said "regulatory credits will dry up by 2020/21/22"? What is the gross margin on those credits ;)...

Here's a similar thought: when you plug in to Supercharge, you automatically start computing for the duration. Lowers your cost of the charge by X amount. The SC locations will be the network base stations (remote ones might indeed use Starlink). Can be disabled as an option in the car settings.

Thank you for that well fleshed out first-person narrative. Extremely helpful! And to reiterate - BYD has publicly said they will not enter the US market anytime soon. They don't want to be here.

But it is not --- not out there in the FUD world, which is (to a first order approximation) everywhere but here. Folks I have talked to think of Tesla as either unsafe ("autopilot kills emergency workers", "battery fires", etc.) or too cutting edge ("let's see how they are in 2 more years"). The...

I think I remember your predictions from around then. You had some detailed spreadsheets from industry sources IIRC, and indeed were right - Tesla's 4680 rollout / ramp / development has been slower than many of us hoped. Other more experienced battery makers are rolling out that same form...

My take as well. Looks from many reports like there will be massive 2170 supply starting basically now, for at least a couple of years. This also decoupled the Semi launch from 4680 development, reducing at least one element of risk for the Semi project.

I read this as Elon (?) believing that word of mouth is proving the most effective. Perhaps he also believes that the next 3 months of progress in FSD will create enough free buzz in the word of mouth and social media arenas that advertising will be unneeded. I think we here don't put enough...

Agreed. And I think this is one of the most common accidents - I look out for it (being a potential following car in that scenario) as I am going around right turns behind other cars that are looking for openings in traffic. Don't assume the guy in front of you is going to keep moving - or...

It is possible, but in this case, less likely. I could clearly see the oncoming traffic, and I expect I would have accelerated around the turn into my new lane without stopping again, whereas FSD accelerated out, then slowed greatly (honestly not sure if it stopped or not; I _think_ it slowed...

Agreed that ATACMS have proven a huge thorn in Putin's side. I have only seen the vague phrase "long range ATACMS" in regard to this new bill - does anyone know more detail on HOW long range we are talking? IIRC there were several possible ranges for those missiles. Also, @wdolson (or others) is...

In my case, FSD drove a little TOO carefully. I got rear ended this weekend, while waiting for FSD 12.3.4 to decide (in its hesitating, on again off again way) to make a right turn into traffic. The car behind me probably saw my car pull partially into traffic (which it did), then slow/stop...

I agree somewhat ... although I was surprised that a majority of Republicans actually voted against the funding. This is counter to what I understood 6 months ago when this bill was first proposed. There were always enough votes in the overall House, but I actually thought there was a majority...

Also, I think there might be a significant overlap between serious eclipse watchers and Tesla owners, adding to the already unusual traffic load 😆 The more Buc-ees the better though. I have yet to see a place with a business model more suited to Supercharging!

Also, lest us USA folks forget: BYD is not coming to the US market.

This has been a particularly dark "week before earnings" Storm. I too had to expand my Expel list ;) And no, once again this quarter, they cannot have my shares.

And yet.... Software has always been Tesla's main differentiator. People buy Tesla cars because they are iPhones on wheels - that means software. Businesses buy Megapack installations because of Virtual Power Plant technology - that means software. Consumers love their Powerwalls making money...

"I am Spartacus." ;)

Agreed - this now sounds like those times reported in the Isaacson bio where Elon goes into "beast mode", drives ahead, damns the torpedoes, berates and/or fires ANYONE (even those close to him) not 100% producing at the rate he thinks is required or moving in the direction he sees, sleeps at...

I dare say, we have missed your sunny disposition. Glad to see you back, @Artful Dodger ! In this time of perceived company directional change, "dancing with the gal that brung ya'" (trusting Elon, the engineering team, and the vision of folks who have MUCH more data than we do) is welcome right...

I fear you are correct. Despite the Dems offering a backstop to keep Johnson in the speakership if he brings the Ukraine aid up for a vote, he instead decided to go to the home of The Former Guy and kiss the ring again. I see little hope for Ukaine on that front, much to my dismay. Looks like...

Agreed, to an extent. It seems to me that lot of what Tesla has worked on these last 4 years could be applied to any in-house form factor - things like dry battery electrode, synthetic graphite anodes, in-house cathodes of various chemistries, and their production techniques in general, would...

We can hope!

New ad? "Cybertruck: Best in class, with room to grow." I could be a marketer 😂 In wonder if Tesla are hedging multiple bets with that space in the pack. Worst case, a double layer of 2170's and room to spare. 2170's will be available in quantity for quite a while. If thermal management...

Weekend OT Indeed. The Philosopher Cells are in a tizzy these last 24 hours. (I figure if anyone gets that, it is @winfield100 . Best approximation of this forum I've seen...) FWIW drinking coffee right now in a shop where my Y drove me with no interventions. She even parked herself (although...

I would personally like to thank Reuters for creating the conditions necessary for me to finally get off my arse and figure out how to get some shares stuffed into my Roth ... before Wall Street realizes how close autonomous driving is. Although the couch change supply was a bit low, I feel a...

I find that "resources" question interesting too. In the high tech companies I've worked in, it typically meant "engineers" plus maybe "budget". I wonder if Elon means "training (compute) resources", as those have been in tight supply up until recently. The new model (steering wheel or not)...

Correct - that was the original plan, per the biography: build the small car with no steering wheel, Robotaxi all the way. Elon was talked out of it, but most of us have assumed it will be easy to switch from small car + steering (etc) to small car without those things.

I like the idea of licensing FSD for use in EV's at one price, and licensing it to ICE vehicles at an ever-increasing price. In year 1, ICE pay 2x the subscription rate per car that EV's are paying. In year 2, ICE pay 3x the subscription rate of EV's, etc. That way you are saving lives short...

And, attitudes and racism aside, at the risk of being pedantic, isn't Russia currently, you know, fighting ISIS with their military, and have been for quite some time? But it is not possible they would be hit by a terror attack from the same group? Real question: Do Russians know all the...

That's right about where I snapped up a few. Future Me thanks you for your contributions ;) FSD 12.3.3 update: Drove me to the store, to a food truck, and back home yesterday. It almost drove me home from work, but I insisted on doing the get-on-the-highway merge myself, due to not fully...

A lot of folks are feeling down today with these numbers. Not thrilled here, but not down either. As we young at heart folks say, YABO (yet another buying opportunity). In for 8 more somewhere around $165. HODL. --Growler out

That is fantastic! Except for that tiny word, in the first full paragraph, "potentially". As in "potentially this month". Why was this not allowed by the Speaker to go to the floor for a vote back in December? Why are we now 4 months later, with Russia having recently devastated a lot of the...

I did some driving this weekend in my SO's 2022 Model Y on FSD 12.3.1. No major issues over a ride including some highway and some neighborhood driving. It smoothly passed cars in the passing lane on the highway (decision driven by FSD) and it handled some rare unexpected situations in the...

Last I'd heard was Venga, but it sure didn't seem to be far along. Maybe someone who works there would know the story?

I think the F-150 Lightning, specification-wise, looks (or at least looked) like a real contender. But when you see that Ford is subsidizing it to the point of $40k (reported as the overall average loss on each of their EV's - IMO they are likely subsidizing the Lightning even more than this)...

My understanding from some of the Denys Davydov YouTubes is that Russia is working fast to build a rail line from their main hub at Rostov all the way over land ending (near or into?) Crimea. This would circumvent the choke point of the Kerch bridge, and be largely out of range of Ukranian...

You are correct. All US foreign aid is subject to oversight, lots of it. You are also correct that 80-90% (range of estimates I've read) of the Ukraine aid is spent in the USA, under regular oversight, creating American defense jobs or buying new equipment to backfill what we sent to Ukraine...

Like most autocracies, Russia has very little interest in protecting its own citizens. They just need to not revolt. Professor Timothy Snyder, who studies autocracy, puts it best: (emphasis mine) I find his research on autocrats, their utter uselessness to their populations (the trains...

Based on my memory of the 1980's, the answer is "Air Jordans". /s?

Indeed. First it was the bogus "we have to get a border deal before we fund Ukraine". This let Johnson stall for months, while Ukrainians died and the Senate Republicans actually hammered out a deal, thinking he meant it. His strategy was dishonest... but effective if his goal is to stop Ukraine...

I have seen this elsewhere as well. We need some grid upgrades as well as new chargers in the US, but we are huge and our skilled electrical workforce is not. We need a veritable army of electricians and electrical workers, and a lot more inspectors/administrators to get the grid moving at the...

Hoping Ken Buck (R) will sign it, having already announced his leaving. They should only need a few more if all the Dems are present and (as expected) vote yea. I say hoping they are present, as a covid-related absence on the Dem side allowed the impeachment of Mayorkis go through. Every vote...

VIbe check response: still HODLing, still believing, and pulled some cash for a few more chairs just below 180 last week. Hoping for some upward action before end of 2025 for personal reasons, but will not have to sell if that time comes and goes. Methinks our problem is timescale. We post and...

Still in a bit of emotional shock over the attack on Giga Berlin. The discussion here seems to have largely moved on, but something like this is not easily moved past for me. Spreading FUD is one thing ... a physical attack, to me, despite an easily-written letter claiming responsibility, seem...

Shades of the Clone Wars! ((shiver))

A fine time to be a Republican in these United States. Let me be the first to congratulate the party on yet another week of stopping aid to Ukraine. The rank and file have the opportunity to act, either around the Speaker via discharge petition or through him via calling for a new one. And yet...

Ah, but here is what Putin knows, and what makes this whole war workable for him (not as workable as he hoped though): Russia is not a minor player in global oil. They are huge. They produce about what Saudi does (source below) and a solid 70% or more of what the US produces - and IIRC the USA...

Indeed. And now Sweden accession is all but a done deal -- and one expects that deal will get signed, sealed, and delivered mighty quick. Baltic Sea NATO Lake - here we come. Overland supply route from France/Germany industrial base to possible future Finnish front lines, avoiding Kaliningrad...