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I've seen a few new Volvos in Italy too. Good for the mission if it's good, one less ICE SUV sold. But I'd wait a few quarters to see how it plays out in terms of numbers and demand.

Yesterday I was there (in the center), walking on the sidewalk, a blue Model 3 was stuck in traffic. Half a minute later, I turn and a blue Model 3 is parked, and another one was turning right at the end of the road... I thought I was tripping, but there were three of them! Milan is the most...

I'll believe carbon-neutral synthetic fuels when I see them. Not only production, but distribution and actual usage in normal cars. It's a possibility, but it's the carbon-neutral part that's hard. EVs are very simple and very easy to understand: zero emissions, as clean as the electricity...

It seemed to me that your message meant that Tesla competition in EU is active and alive, and you wrote Their sales are increasing, while Tesla's are decreasing. If you are saying that their ICE sales are increasing, it's right. They are dragging their feet, successfully. But they will have to...

This is 2023 best selling models in Europe: I've yet to see an updated chart with Q1 numbers, but "increasing vs decreasing" it's not very meaningful without knowing actual numbers. FWIW, Tesla allegedly gained market share in Q124. 2024 it's proving to be tough year, for sure, but for...

Good Elon. “As we reorganize Tesla it has come to my attention that some severance packages are incorrectly low,” Musk said in a short email sent to employees on Wednesday and seen by Bloomberg News. “My apologies for this mistake. It is being corrected immediately.” Source: Musk Apologizes...

Article from February but interesting chart. https://www.bloomberg.com/news/articles/2024-02-20/vw-renault-and-stellantis-under-pressure-to-team-up-on-cheap-evs

I'd love this, but I won't get it :D Here is what Elon needs to deliver, in black and white, on the call next week: Do's: - Outline plan to stabilize gross margin. - Outline the plan to grow demand and vehicle volume in 2025-2026 (2024 already a write-off imo). - Outline long-term product...

Tom Randall visited Redwood Material of JB Straubel (please... come back!) https://www.bloomberg.com/news/features/2024-04-18/redwood-material-s-nevada-ev-battery-recycling-facility-attempts-to-rival-china

Yes. Used ICEs will go one for decades, but government incentives to scrap them will be more and more aggressive (as they have been, for decades, to renew the fleet).

This is true, but what about delaying the purchase of a new vehicle after that old first car? You are now saving the tens of thousands of $ of the new car, even for a few years. I think the addressable market of a truly L4-5 system is quite large, even at the beginning. Tesla will never build...

Where I live, family often have 2 cars, even if only one of the parents works. The "second" car is used for groceries, errands, etc. If everything goes well, a true robotaxi service could replace this second car. I'm in a town without a taxi service, and if with few euros I could just book a...

That LateAuto articles has its errors and flaws but thinking that Cybertruck is another "Model X" moment is quite reasonable. Boredom is Musk biggest enemy and we don't know how it would have played out, but I'm sure there is a better present out there in the multiverse where Model X didn't...

Hopefully Elon doesn't throw away the Semi too ;-) "EU parliament just voted to limit truck emissions further: -40% by 2030 -65% by 2035 -90% by 2040" https://www.euractiv.com/section/freight/news/eu-parliament-adopts-90-phase-out-of-new-diesel-trucks-by-2040/

True, but bear with me in my dream scenario. People get out at 5pm but know that in a 100m radius and a 10 minutes window there will be cars that pools people based on real-time data and an algorithm that maximize efficiency. Variable fares are established taking into account a lot of...

Also:

My gut feeling as well. Bullish me thinks Elon has been driving the cutting-edge version of FSD for years now, so has established a deep understanding of his quirks, and his probably impressed/content of the pace of improvement. Musk is really good at differential equations and thinks in...

As Sam Altman said, “Elon desperately wants the world to be saved. But only if he can be the one to save it.” (source) You may disagree but I personally find it accurate in this decade of reading/listening everything Elon said. The simple fact that he wants to be able to "control" AI and...

I year ago I posted this comment from a taxi-driver, car-guy friend of mine. In the meantime, he helped sell a few Ys to his colleagues, while not getting one for himself. For a taxi-driver, he's pretty unworried about range ("EVs are good now, and Teslas are the best, and there are...

Very interesting. Bullish me wants to attribuite this to a slow highland ramp up, so just a blip in the year. I don't care too much about S and X, but I'm happy about the Y growing.

Those should really be taxed out of existence.

Really like this one: (this is James Douma's wife)

As I thought, North America did lose a lot of sales in Q1.

Nice thread about Germany sales from a knowledgeable who's been quite bearish in the last month:

My message was confusing: I'm much more interested in the rate of production and installation than effective revenue. Starting Q2 with 1.7GWh in transit bodes very well.

Germany is definetely concerning.

If I recall correctly, Tesla is paid in tranches, so I think at least some revenue could be recognized if the MP are delivered and installed (in Q2). Also, in the P&D report Tesla told us about GWh installed, not revenue. So there is still a chance.

On March 28 this youtuber made a drone video of Lathrop, and counted 446 Megapacks (around ~1.7 GWh). Given that Tesla recognized 4 GWh for Q1, we can probably expect a better Q2 for Tesla Energy: there is no way these 446 were delivered and installed in just 2 days...

I was expecting even lower for this Q1, ~85k is not that bad, like Q3 last year. And we probably saw some delayed cars in Q1... January was good in Spain and in general in all Europe, flattening the wave and all that. I see very few M3 Highland right now, maybe things will change a little when...

I'll bet 1$ that US will be the one market to have disappointed the most in Q1. Europe data will be over 85k, as Q323 (the rest of Qs are over 90k). People following the EU market were expecting a decrease YoY. Also China was lower, but expected. I think we'll see very low sales in US: but I...

Very interesting news: https://electrek.co/2024/04/03/catl-launches-new-ev-battery-last-1-million-miles-15-yrs/

Also, Musk did not explain why while BYD sales increased YoY, Tesla decreased. Maybe the difference is just delayed deliveries in transit for exported markets? Europe, China and US will see all a drop in sales, bot QoQ and YoY.

Depends how you look at it. BYD decreased QoQ, increased YoY. It seems seasonality is big in China.

This is very true. It could also mean that the very liberal people who follow some MSM and/or Elon on X now disagree vehemently with him, and he still hasn't gotten hold of the real MAGAs. Lose-Lose :D

Europe won't be the only culprit. We'll be no doubt lower than Q123 (best quarter ever, with 94k) but US and China will disappoint too.

Agreed, China seems to play a big role in this drop... although BYD did in fact increase its Q1, YoY.

uh, bad.

Good chart from Tom Randall of BNEF on X on EV adoption. He thinks as 5% as a "tipping point" for (B)EV adoption, because after that it can reach 25% very easily. Source: BNEF

This actually makes me bullish. Ashok is Director of Autopilot at Tesla (which I think is the same department as FSD)

OT: mods should delete the tags

Meanwhile, in Italy, Elon's BFF Giorgia Meloni incentives more polluting cars over Electric ones.

I find it quite surprising that, after all, Fremont is still the major contributor to Tesla in terms of production (we miss the Q124 datapoint, it'll arrive on Monday): (thanks @piloly for the chart) Berlin and Texas are disappointing a little, see how bad they compare to Shanghai...

The way I see it, the competition has always been there in Norway, but Tesla is winning. Before Tesla arrived, Norway bought a ton of Leafs, then things changed. Look at the evolution of market share: Tesla is growing its share since 2022: we don't see the full picture here but Kia, Toyota...

Do you also see "elon is an ass" and "elon lies" as tags for this thread?

I trivial question I'm surprised I'm asking only now: does BYD cars have cameras? Are they collecting data?

I'm sorry, is this true?

I'm not sure there is much of a "code" right now. I think it's almost certain that this new version will run into another local maximum, but this time many of us hope it will in fact higher, in skills, than the average/good driver. Nobody knows at this point. If you surpass it, then you got a...

Exactly.

My dream scenario is that Amazon, Saudis and other funds continue to pour money into Rivian, and that Rivian delivers on their electric vans in meaningful numbers. Tesla is not there yet and it's a very useful model. Then we'll have a great electric car and less money for some great polluters...

do you have a source we can use and share?