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Here is the linked in post from the Advisor to the Swedish Transport Admin.

Surprised this is happening so soon. Let see how long it takes for approval/deployment.

Yeah. $51M cash after taxes and still over $10M in Tesla stock ( based on Mongo's post.) He's early 40's. No matter how it ended he should not be upset.

Yes these are shares, not options. He could have voted them even if still employed. I think only Elon and Kimball excluded themselves from the last comp package vote. I assume this one is similar.

He still holds $5M+ worth of shares. Last form 4 for Drew B. https://www.sec.gov/Archives/edgar/data/1790565/000179056524000003/xslF345X05/edgardoc.xml

Here is the original report if you don't mind a long read. Lots of good charts showing penetration in different countries. https://iea.blob.core.windows.net/assets/4b9758a7-543c-4c6a-b749-f53deffc5c4b/GlobalEVOutlook2024.pdf

As of today I think we are invested in the largest start up company of all time. Pretty clear to me Elon has amped up the risk/reward level. Buckle up as it's going to be an exciting ride. If you want a conservative investment TSLA is not it.

Nice compliment for Drew from Elon.

Looks like no plans for now.

Layoffs of this level have been pretty regular. A bit of a break during the early covid years. 2018 https://money.cnn.com/2018/06/12/news/companies/tesla-layoffs/index.html 2019 https://www.teslarati.com/tesla-model-3-35k-base-model-layoffs-7-percent-breaking-news/#google_vignette 2022...

I'm not an expert here but James Douma seems to think they can squeeze efficiency out of the NN with software engineering optimization as they learn and gives examples of this. It's a long video but the core of his argument starts 20:24.

I agree longer warranty would be beneficial but most ICE powertrain warranties are 5 years/60K miles and they don't cover a lot of ancillary stuff on an ICE that is likely to go bad (sensors, connectors, hoses, cooling). Tesla is already above this at a minimum of 8 years/100K miles minimum...

Add in free brake pads as this one is even less understood.

As well, I don't think many people understand the real maintenance saving of EV's as well. Tesla could include (excluding tires/wipers) maintenance for the 4 year warranty period and I don't think it would cost that much. Besides the great driving experience, I always thought low...

This just dropped. Cybertruck teardown tour.

Which was my point. If it has taken 4-5 years or more to get where they currently are with the 4680, highly unlikely they dilute the resources and effort with a different form factor. Sometimes innovation is not always about the perfect technology or solution. It can also be about...

I think they will stay focused on the 4680, both in production volume and meeting the original specs on battery day. I believe the Model 3 not having the federal tax credit is indirectly a result the of slow ramp on the 4680. The 4680 should be in the Model Y (it is not currently) which...

I read this post and think about the $10B buyback GM just did. No good place to invest it I guess.

Extrapolate from this site. Honestly, not sure of the source of this data, but it is at 1B and was just below a few days ago. Whole Mars keeps posting the miles from here on X. https://fsdmiles.com/

Yeah, but even if it is 10% of $1.25M that is way more than they can make on a car today. My biggest concern is the size of the market. I think some are assuming a large % people will give up their personal car and move to robotaxi. I can tell you I am not one of them. Yeah, I...

I understood end of 2025 for production. From the last conference call. Martin Viecha Thank you. Let's go through investor questions. Question number one is from Michael: Given that you move the start of the next-generation compact vehicle production to Austin, has the timeline improved...

Then possibly no steering wheel and pedals on the consumer car?

There is a good California report here but it usually does not come out until at least a month after the end of the quarter. https://www.cncda.org/news/ Toyota national sales for Q1 are here. Pretty strong results overall. They have an "Electrified" section which includes hybrids. Only...

Many now focused on FSD and not so much deliveries. It will be interesting on the earning call how much information we get on FSD subscriptions and how they plan to monetize robotaxi. My guess is not much at this point.

Interesting thread from Rohan on some of the challenges with FSD and EU regulations. Seems to indicate the driver needs to acknowledge certain actions by the car.

Likely these are the last people you want to have an EV. I am assuming someone with no ability to charge at home/work. Maybe it will come back to bite the dealers that auctioned them and increase EV adoption once consumers figure out the low cost to operate.

Assets that go to inventory. They will go to cost of good sold (COGS) when they are sold and the profit( or loss) realized then. So the current effect will be on the balance sheet and cash flows. If they were sold they would help earnings (assuming a profit), but not a negative on...

Good to hear this. Shows full commitment to AI at Tesla.

Meanwhile GM sold 9385 Ultium EV's in Q1. 1.5% of total sales. I did not include Bolt as it will be temporarily out of the picture for a year or two. I just don't think they will ever really move the needle. https://investor.gm.com/static-files/65e39458-bdc9-4aef-84ae-170057b6c56b

$250 a year per car for us and about 2x what we would pay in gas tax at 30 MPG. Phase out of the sales tax exemption on EV's is coming this year but not finalized. https://insideevs.com/features/714686/new-jersey-annual-ev-fee/

Good graph of energy storage.

Giga Berlin lost 2 weeks due to a part shortage then we had the electrical fire there which shutdown the plant for a week+. With the Model 3 Highland launch in Fremont looks like they lost about 40K of production. This is probably 60K units lost.

5 million on Sept 17 2023 so close to 2M run rate.

For me if you heavily advertise this is sign your product has become commoditized. Some of the major manufactures spend $1500-2000 per car on advertising. Better to spend that money on product innovation and bring in customers that way. I think back to Honda in the 80's where there was...

Sometimes I just wish he would not say this. Just let it play out with the new releases. Anyway, Elon is optimistic this is solved!

Good response from Rohan on a NYT hit piece on China supporting Tesla.

In New Jersey I pay sales tax on a FSD subscription. If I purchase an EV I do not pay sales tax. Not sure if it is part of the car, but my guess is you would avoid sales on a purchase if FSD is part of the car. EDIt: Actually I did buy EAP as part of the purchase of a Tesla in 2018...

From a FSD perspective I don't worry about the training compute. Somehow this will get solved as the hardware is not fixed. I worry about the compute in the car as this is fixed. I would guess with 300K less lines of code it is fine, but on the flip side can the NN can get large and...

Some parts did have a "remanufacture" stream and would get reused. But this usually has a high cost as you need to recertify and test the parts and they cannot be used on all types of repairs. The whole point is the dealers would make sure they maximized profit through whatever means...

Dealer's get the cars as a % of MSRP. Typically 85%-95% depending on the brand, model and options. This % has been creeping up for years. Trust me it's a huge benefit to Tesla that they don't have to deal with this. It's a constant battle with the dealers over cost and margins...

What is likely an employee giving feedback on the next version of FSD, 12.3.2. This version is currently in employee cars and merges the latest versions of FSD into the 2024 branch of vehicle code. Anyone that recently subscribed to FSD and keeps their car generally updated needs this...

FYI. Really pushing FSD.

Good to see Chickens are safe.

Sorry for the bad news, most of the auto manufactures are up today. Some legacy makers up more than Tesla. It's not FSD take off yet, but I do think the stock has not dipped more with the likely low P & D numbers due to FSD optimism.

If you believe FSD will have "step change" impact on the stock , not holding the stock is risky. I don't think anyone can predict when the stock will be affected from FSD. Not even Elon. Any variations in the stock price now due to P & D, earnings, etc will look small compared to the future...

This gave me a good laugh.

This chart would be incorrect as well. I am sure Joe T will be watching more closely now and we should know in a few days. It would be good to get some of the complexity out of California, but I would think an easier route would have been to build all the Model Y in Texas.

Interesting but probably just using Giga Texas as a distribution point.

My personal opinion is this will be difficult to accomplish given the integration of FSD into the entire car electrical architecture. There is a lot of hardware that would need to integrated into any car that had the system. Easier path is Tesla builds the car with some restyling and...