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Remember: Battary pack + solar panel = printing money in California. Significantly reduce electricity bills and may even generate revenue from the power generated by solar panels. The cost of the pack will be paid off very quickly.

So that people will place order now, price for local built Model 3 will probably drop after GF3 reaches high volume production.

If the price is too low, then it will push people to wait for 6 months to get the local built Model 3 which will make the delivery number for Q3 and Q4 look bad.

I think because right now, Tesla is still production constrained, they can't make cars faster enough to meet the demand, so it does not make sense to advertise now, remember Tesla had to anti-sale Model 3 when in production hell. Maybe Tesla will start advertising after GF3 is online and are...

It's either refund or free supercharge, many people probably will choose free super charge. $50M is small compare to customer satisfcation. As Tesla expands to more customers, Tesla needs to take care of customers first and investors will benefit in the long run. So I think Tesla did the right...

Google certainly has strong advantage on AI talents and probably has the best AI Infra in the world. However, I found Tesla's FSD strategy very unique and I feel more and more confident that Tesla may win the self-driving competition. Sharing a number of points: (1) Tesla AI chip: Google Tensor...

Love what you said. Sometimes, I feel Elon resembles the Leeloo character in the movie "The fifth element", he wants to save human being and the earth, though the greed and hates of human being disappoints him from time to time, but he still does not lose faith in humanity. Let's show more love...

If it can land precisely, it can probably control the number of Gs, besides the time saving, what's more important is you can enjoy a space tour, I bet many people want to buy a ticket to experience a space tour. Another application is international delivery, imagine delivering thousands of...

According to Tesla slashes price of the Powerpack system by another 10% with new generation, it's $445/kWh. Each power pack is 100KW, it's about 1000 power packs for 100MW, $50K per pwoer pack, it's about 50 million dollar. Plus inverts, probably 75 million.

Tesla probably already have HUD ready, but maybe they want to add HUD to Model S/X first (Elon said S/X will get the best technology first), otherwise, it will hurt the sales of Model S/X, and since their focus is on Model 3 for now, they don't want to introduce hardware upgrade to Model S/X...

Autonomous driving is important for Tesla car sharing network, car sharing can greatly increase the utilization of a car, thus less number of cars need to be built to replace the ICE fleet. So this is aligned with Tesla's core mission. Second, Tesla simply wants to the build the best car to...

I think the 500,000 estimation is based on Elon's twitter that: "This is because the first 12 months of production are sold out". assume the production of model 3 for 2018 is 500,000.

I agree competition will come soon, though competition will be a good thing for Tesla, because a bigger competition is against the ICE cars and oil industry. Also, the overall market to electrify all the vehicles is enormous, even if Tesla only takes 20% of the market, it's already huge revenue...

it looks like the grandfather has been approved, voted 3-0, so less risk for SCTY. Nevada Approves SolarCity’s Deal With Berkshire’s NV Energy Nevada approves SolarCity, Berkshire unit's rooftop solar pact

Why people assume SCTY will bankrupt if the merger does not happen? There is no fact that SCTY is at the edge of bankrupt. Elon mentioned that even if the merge does not happen, SCTY will still be doing fine alone. If we trust Elon's integrity, there is no reason to be over-pessimistic. It's...

People don't vote in favor of merger probably overlook the potential of Tesla Energy. Elon said 50% of the battery produced by the Gigafactory will go to Tesla Energy, If we believe in this, then voting for the merger is no brainer.

I am curious to know what the energy consumption per mile (kwh / mile) for Bolt, I assume Bolt will show the energy consumption diagram on the dashboard similar as Tesla. This is a more important number to tell energy efficiency.

I think Chevy bolt is a competitor of Nissan leaf instead of Model 3. It's a small car, it's not visually appealing, and the brand name "GM" is less sexier than Tesla. It's unlikely people will drop their Model 3 order and go with Bolt. And how safe the car and the battery pack is, is yet to be...

Solar as major power source (Elon mentioned this quite a number of time) is something has to happen to support EV becoming majority of transportation. The current power grid won't be able to scale faster enough to support the EV growth. We can do some math: (1) According to NHTSA: FARS...