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  1. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If this store owner is served by Duke Energy, it’s likely that these chargers and the electrical work was heavily subsidized by Duke. Duke electric charger program
  2. Grifon

    FSD v12.x (end to end AI)

    For the naysayers in this thread, I suggest watching Omar’s video with AI Driver. I stopped paying attention to Omar’s videos awhile back as he seemed overly optimistic (to put it kindly). AI Driver is much more balanced and has historically called out FSD when it fails. There are takeovers...
  3. Grifon

    Supercharger - Alabaster, AL

    Drove by this afternoon and it’s nearly reassembled. I looked for any changes, but everything looks to me like it did when it was completed originally. Hopefully will be back online soon.
  4. Grifon

    Question about switching from the mobile connector to the Universal Wall Connector

    Thanks much for the quick reply. Great to know about the wire length requirements and the torque specs. l’ve no proper gauge wire, Polaris connectors or drivers capable of applying proper torque inch lbs (learned something new today). Looks like a call to my local electrician is in order. My...
  5. Grifon

    Question about switching from the mobile connector to the Universal Wall Connector

    As the title explains, I’m thinking about converting my NEMA 14-50 socket that I‘ve been using with the mobile connector for the last 5 years to a Tesla Universal Connector. The hard part was done 5 years ago with the conduit/wire run and breaker work. Seems like the work needed would be...
  6. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    For anyone with Spotify Premium, the audiobook of Isaacson’s Elon Musk biography is available for free with the service.
  7. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    PSA for everyone that will have to fight Tesla FUD from friends and family over the holidays. As of today, approximately 70% of Tesla vehicles impacted by the NHTSA Autopilot recall have been remediated (1,400,000 vehicles), all without a visit to a dealership. This was accomplished in the 11...
  8. Grifon

    Supercharger - Alabaster, AL

    Looks like it.
  9. Grifon

    Supercharger - Alabaster, AL

    Wow, quick work in the last few days. Good news is it looks like the transformer is in place so these may come online soon.
  10. Grifon

    FSD v12.x (end to end AI)

    If you take Elon at his word, two orders of magnitude reduced from a starting point of ~300,000 lines of code is about 3,000 lines of code (300,000 / 10 / 10). The LLM’s like ChatGPT have a very small chunk of control code, the bulk of the size of the entire package is the parameters. It will...
  11. Grifon

    Supercharger - Alabaster, AL

    Good progress after approximately 1 month. Looks like the plan changed as stalls will be v3, not v4.
  12. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    No one is buying EV’s from the big 3 as they have Osborned themselves with the publicity around moving to NACS. Word has gotten out on just how dismal the non-NACS DC fast charging infrastructure is in the US. Very few people are willing to spend $$ on a car that they can’t reliably drive more...
  13. Grifon

    Supercharger - East Point, GA - N Commerce Dr

    I thought the one in Alabaster, AL was just using the Lowe’s address as a place holder and Tesla would build across the road as there is a large grassy section that would work well. You can get to food establishments from the Lowe’s parking lot, but can be a bit of a hike.
  14. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The quoted cost of the cheapest Corolla LE model with no options on the Toyota website is $21,900 but you will be very hard pressed to find one at that price at your local dealer. $24,500 was the lowest optioned price I saw online and even then you still have the fight with the dealer regarding...
  15. Grifon

    Supercharger - Alabaster, AL

    Drove by this morning, no sign of equipment or construction.
  16. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Regarding documentation of the use of open source software,Tesla does have an acknowledgement link within the Tesla app under the profile section (at the very bottom). Not sure if this is for the app only, but it’s a very long list, so it does look like Tesla has put some effort into...
  17. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I expect you will see something like a monthly Tesla Charging membership via the Tesla app or the ability to pay as you go, with 10-15% uplift once this all gets sorted out. There have been no details about how pricing will work other than it will be the same pricing, but no explanation about...
  18. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla offers a 2 year, 25,000 mile extended warranty for $2,000 that you can add right in the app if you so desire. There are terms beyond the initial warranty so be sure to check those so you aren’t surprised by any changes.
  19. Grifon

    LV Battery 12V vs 16V

    Per Prof Kelly, the 12v label is incorrect and just mis-labeled
  20. Grifon

    Supercharger - Bonifay, FL

    My theory on new superchargers being built very close together (particularly on I-10) is that Tesla is setting the groundwork for the Semi. This site, while initially being built for cars, could be converted for a Tesla Semi charging spot. There are other spots along I-10 that seem like...
  21. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Ford’s presentation states a 2M EV production run rate by the end of 2026. I read that as Ford hopes to build and sell 2M EVs in 2027. Maybe I read it wrong, but does not look like a capacity goal to me.
  22. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Here is the link to Ford’s presentation: Ford Motor Company - Investors - Information - New Financial Reporting Teach-In. Presentation is an Adobe link within the webpage posted. On page 33 Ford indicates total worldwide 2022 EV sales of 96,000 vehicles (up from 61,000 in 2021). Ford...
  23. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The radar being added back in is a HD radar, per Elon it does provide value beyond just the visual sensors.
  24. Grifon

    Alabama Power customer rebate for EV charger install

    I was renewing my Alabama Power rate rider for EV charging between 9pm-6am (1.7 cents per KWhour discount for the whole house), every little bit helps, right? I noticed that AP provides up to a $500 rebate for the install of a home level 2 charger. Here is the link: EV Home Charger Rebate The...
  25. Grifon

    Supercharger - Greenville, AL

    @corywright @Big Earl Looks like this site is back in service with 12 v3 chargers.
  26. Grifon

    Supercharger - Greenville, AL

    Interesting. Now shows 11 of 12 available (Some appears to charging) Looks like the site is going live.
  27. Grifon

    Supercharger - Greenville, AL

    On my phone app now shows 9 of 18 available.
  28. Grifon

    Tesla Stationary Storage Investors Thread

    Tesla does have a VPP offering in Texas, though it is limited to only Powerwall users at this time. https://www.tesla.com/support/energy/electric Tesla seems to enter new markets with probing intent to determine how to operate and prep for scale in that market. It seems to me that once they...
  29. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    To me it looked like the classic case of everyone driving too fast and only 1-2 car lengths apart. Even if everyone was fully alert, human reaction time wouldn’t save them.
  30. Grifon

    Tesla Stationary Storage Investors Thread

    Can you shed any light on Tesla’s opportunity and/or margins as a VPP? Particularly in Texas where there seems to be a very competitive landscape for electricity providers. With the population of the Dallas and Houston areas (where most of the open markets are) seems that Tesla could see a...
  31. Grifon

    Supercharger - Birmingham, AL

    What are the odds that Tesla closes this location once the Gardendale, AL site goes live (Tesla Find Us page shows Q2 2023)? With Gardendale they will have North/South covered and the Bucc-ee’s at Leeds addresses East/West travelers. With the general access issues, the hard to reach location...
  32. Grifon

    Tesla Stationary Storage Investors Thread

    With the Virtual Power Plants (VPPs) in both California and Texas, has anyone looked at the economics of being an energy provider in these states? It seems that Texas being Texas would be wide open for dropping Megapacks near renewables and storing and reselling cheaper, 100% renewable power...
  33. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Great point! The Hornsdale Power Reserve (affectionately known as the Big Banana) paid for itself in 2 years. https://www.tesmanian.com/blogs/tesmanian-blog/tesla-big-battery-hornsdale-roi-2-two-years Texas and California will both benefit from the output from Lathrop.
  34. Grifon

    Another Safety Benefit of Electric Semis

    I think the safety aspect is something that will be another major reason that fleet owners will want to move to the Tesla Semi. From alerts that indicate a bad tire, to driver attention problems, speed management, etc. Just looked the annual cost of commercial truck driving accidents and found...
  35. Grifon

    Tesla Semi delivery event, 1 December 2022

    My thought is they have not released any more meaningful numbers as they may still be tweaking the battery management to eke out every last bit of efficiency. Elon mentioned that current efficiency was 1.7 kW per mile but they see a path to 1.6 or even 1.5 kW per mile. While they have been...
  36. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There are a lot of very smart people on this forum. But why do so many of think that it’s critical to know exacting sales/delivery numbers? Because if you are trying to use those numbers to determine when to buy and when to sell, you are playing a suckers game. Tesla is a generational company...
  37. Grifon

    Information on Pepsi and their Tesla Semi purchases

    And you know the bean counters at PepsiCo have the Semi ROI figured down to the month/week and will be keeping an eagle eye on actual costs to how that compares to the model. I would love to see those results.
  38. Grifon

    Tesla Semi delivery event, 1 December 2022

    Tesla has to be able to demonstrate reliable service and quick turnaround when something breaks. Loaner Semi's would make sense as part of some kind of lease agreement where a loaner would be provided until the repair can be completed. No fleet manager is going to allow much downtime.
  39. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The speed limit in California for combination Tractor/Trailers is 55 mph.
  40. Grifon

    Supercharger - Iowa, LA - Lowe-Grout Rd

    Along a 27 mile section, between Sulfur, La and the most eastern Iowa, La site, there are 44! 250 kW chargers either permitted, under construction or open. As much as the area needed additional capacity (someone referenced Lake Charles as hellish - perfect description), I don’t see any good...
  41. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Thought I would share something I found. The state of California is working very hard to modernize and help the small trucking fleet owner: https://static.business.ca.gov/wp-content/uploads/2022/09/CA-Trucking-Incentive-Guide.pdf Due to these incentives, I don’t think you will see many Semi’s...
  42. Grifon

    California trucking incentive programs

    I’ve been interested in the upcoming Semi release on December 1st. I just found this link to California programs designed to help the California fleet operator: https://static.business.ca.gov/wp-content/uploads/2022/09/CA-Trucking-Incentive-Guide.pdf Sure looks like a small fleet operator...
  43. Grifon

    Tesla aims to produce 50K Tesla Semi in 2024, could become one of US’ largest truck makers

    Regarding the question of how Tesla will maintain margin with the semi, perhaps we will see more revenue from services. Telematics, driver safety scores, idle time management, etc. Some subset of what fleet management companies like McLeod Trucking Dispatch Operations Management System for...
  44. Grifon

    Chuck Cook and FSD featured in New York Times

    An observation regarding the article. The author’s cite an Artificial Intelligence expert who believes an AGI won’t be viable in our lifetime or our children’s lifetime. However, the article does not mention that FSD is not an AGI, but a specialized AI. Although there is much debate on TMC...
  45. Grifon

    Safelite Repair & FSD Beta

    Please report back what your experience is with Safelite. Also, what Tesla model is your car? I experienced a large front windshield crack on my less than 1 week old MY. Safelite refused to perform the repair due to multiple reasons (could not get the windshield from Tesla, took 2 people to do...
  46. Grifon

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Until there is a charging network in the US as ubiquitous and reliable as the Tesla Supercharging network, other EV makers, no matter if they are US, German or Chinese, will have a very tough go of it. Your average American is not going to be willing to tolerate the kinds of long distance...
  47. Grifon

    PowerWall 2 for time of use applicaiton

    Hi, I wound up canceling my reservation. I didn’t think I could make it pay for itself in any kind of reasonable time frame. Since then we have lived through multiple yearly power outages (4-12 hours) and one really bad 5 day outage about a year ago. May reconsider a Powerwall if we ever have...
  48. Grifon

    Safelite won't service Tesla?

    To me it looks like Safelite is trying hard not to perform replacements on Tesla Model Y’s. Took an impact on my 1 week old Y that left an 18” crack down the passenger side of the windshield. My insurance is through USAA and they had a very easy online claim interface to schedule a replacement...
  49. Grifon

    Windshield strength on Tesla

    Came to this thread as my 1 week old Model Y windshield was just struck by something on the interstate. At least a 1 foot long crack down the center of the passenger side. Already have it scheduled for replacement next Monday, so hopefully can get it all put back together OK. Any issue doing a...
  50. Grifon

    Windshield strength on Tesla