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Didn't read all 18 pages but has anyone brought up if the transfer of a pre 2019 FSD contract which I believe states level 4 autonomy, will be downgraded to the current level 2 FSD contract? This could be a way for Tesla to reign in the existing level 4 commitments that lack the necessary...

Think about how close we came though to suffering with an inarguably inferior product. I'm not prone to swallowing conspiracy theories but for the past 10 years, it was extremely frustrating to listen to the vocal minority of CCS owners predicting the demise of the SpC Network. Every argument...

I can't wait to see the existing public DCFC vendors incorportate the NACS along with the government required glitchy touchscreens and card readers. Good luck trying to hit 97% uptime. Meanwhile, Tesla's SpC's will be humming away at 99.7% uptime using the identical specs. What the current...

Octomus™

Exactly. https://www.tesla.com/support/non-tesla-supercharging#future-sites "Will more sites open to non-Tesla vehicles? We’re starting with a select number of sites so that we can review the experience, monitor congestion and assess feedback before expanding. Future sites will only be opened...

When should we expect EA, EVgo, and Chargepoint to install their TeslaDock? /s Now, a California legislator is attempting to solve the problem by forcing Tesla and other station operators to open their networks to all drivers. Assembly Member Jesse Gabriel has unveiled a bill that would require...

Isn't the SpC already using a credit card reader? I know my SpC bill is paid via CC.

You’re very welcome, but even in this thread, you will still get pushback from CCS apologists. I really don’t understand why it’s so hard to except it but the confirmation bias against Tesla is bizarre. What seems so odd to me is why anyone would champion the lesser solution to be the future...

The research I've done on it disagrees with your claims. There were valid reasons why in 2008 when Tesla was developing the Model S (this is before the Roadster was even in production)* and all in on a nationwide charging infrastructure, that the CCS specs at the time, was unacceptable. Remember...

The more I see how Tesla handled the opening up of the SpC Network in the U.S.A., the more impressed I am with the genius behind it. It's almost as if someone knew a year ago how this would shake out and played their hand brilliantly. Firstly, teasing the non-Tesla's with a taste of the...

It's really starting to get ugly in the third party DCFC world. For years I've countered claims of EA trouncing SpC numbers as if site count matters, on non-Tesla forums. These same cheerleaders post charts without context of major failure rates of CCS chargers. And of the remaining working CCS...

The title is a bit less impressive than reality. Since when is a truck a car? I would define a car as a sedan, or even a station wagon. If you take the trucks and SUV's out of the list per the IRA definitions, the Model Y is the second best selling car and without seeing the rankings beyond the...

Concerning any unfair advantage that the incumbents now have due to the IRA, remember that a week ago, every competitor to Tesla Automotive other than GM, already had a $7,500 advantage the past 2 years. Are we really concerned that now we add GM to the opposing team? Granted, a few will have...

Even better, lease for 2 years under the terms that Tesla sells it to you and you capture the $4,000 used car incentive.

This post reminds me of the years of pending doom we've endured regarding the big boys. For how long did we hear, "just wait Tesla, when the incumbents decide to join the fray, you're toast." My how the narrative has changed. Now it's, "Legacy auto's days are numbered. When Tesla decides to...

It's possible that the wording was some vestigial tail from Section 179 of the IRS Tax Code. https://www.pineapplemoney.com/save-money/vehicles-that-qualify-for-6000-lb-tax-credit/ "The IRS has a federal tax code that allows the business owner a deduction tax credit from any vehicle used for a...

Haven't the last 2 Gigafactories also expected to build batteries on site? Is there a reason that wouldn't also be the case in Mexico. One of Elon's business philosophies was to manufacture where most efficient based on final destination or something to that effect. The thinking was along the...

It’s hard to separate ELON from TSLA, but I get your point. However, maybe subconsciously I did invest in ELON due to his accomplishments, not his missteps. In spite of his Aspie induced, unfiltered, awkward, behavior that leaves no group unscathed and pissed off, I don’t think he’s ever had a...

Still easier to buy than a bolt and was available for 19 months AFAIK.

I think once the supercharger network opens up to non-Teslas here in the United States, that’s the beginning of the end for the third-party players. Especially if they can continue to be as reliable with the CCS protocol is they are with their native plug. Their business plan never had a chance...

At what point though will FSD perform well enough to negate the FUD? Is the reason that Tesla has not openly addressed O'Douds video because of the impending release of 10.69? Should we expect it to be undeniably safer? Even for those outside of Tesla's cult? I know from spending considerable...

I'd be surprised if any of them are profitable today. Even the SpC's are marginally profitable with a utilization rate that overall is probaby 10X larger. I'm basing this on ~75% of BEV's on US roads are Tesla's Tesla's are second only to diesels in miles driven per vehicle per British study...

Speaking of rates, my charge stats for the last 30 days shows my average cost of Supercharger juice at $.46/kWh. One of the reasons I bought a Tesla was thinking that my road trips would be more economical from a fuel cost perspective relative to a comparable ICEV. And for a few years it was...

The SuC Network either does currently or is intended to be profitable. Marginally though. Net target profit of 10%. https://www.realmicentral.com/2022/04/04/musk-teslas-supercharger-business-target-gross-profit-margin-is-30/

There's also the aspect that Musk has always pushed the envelope universally. Gambling with the ramping of factories is not surprising. And if you look at it through the lens that average success requires average risk, it's not just unexpected but mandatory that the crisis as he sees it requires...

Hadn't seen this posted yet, hopefully not a repeat. A refreshingly civil bull/bear debate (more of a discussion) with Emmett Peppers and Matt Smith of Good Soil Management, discussing TSLA with Drew Dickson. Very good perspectives with Emmett and Matt doing a good job of countering Dan's...

With all due respect as you've experienced a lot on this ride, just because you don't think it's important doesn't mean it isn't or won't be. And what's important to you may be different than what's important to others, especially Elon. He addressed this common concern by claiming it takes about...

Only thing I’d like to point out here is the track record for Tesla seems to be a fair bet it will exceed expectations. Has Tesla ever sold something that ended up missing the mark outside of scheduling? If they did, it must have been irrelevant based on the highest customer satisfaction rating...

If I may, since you asked, I'll try to bullet point @Max Plaid's reasoning since he's probably not up yet being in Belgium and all. Apologies if off base. If you planned on selling shares today anyway, a LEAP covered call for 3/17/23 exp. at $880 strike would pay you >$21k. Not knowing how many...

Karen? Is that you?

I'd never really thought about it like that but I can see 4D chess being played here by Musk. Using Austin as an example, not only does your petty and feeble attempts to stifle Tesla's growth bounce off like bullets on Superman's chest, "we will rub your nose in it as we flex our muscles in your...

But the issue you keep going to is "false claims". Where is your evidence that Elon made a false claim? What did Elon say that caused the stock to drop? Is there some other catalyst that may have caused the stock to drop like e.g. the SEC If so, the SEC should be on the hook for making stupid...

Let me take a guess, the one thing all the EV's had in common was pouch cells?

As long as there are ZEV credits that can be used to offset the profitable heavy ICEV's pathetic milage penalties, it behooves them to build the compliance Bolt. I actually interpreted the BBB plan as another instrument to prolong GM's bankruptcy by giving the full tax credit to vehicles with...

Wasn't the main argument NADA used against the direct sales model was the best interest of the consumer? Protecting us from the greedy manufacturers? Pot meet Kettle. This really chaps my butt so I've penned a copy of this article to my district Senator. Feel free to use as needed. Dear Senator...

I apologize, I should’ve made it clear I’m already in the spreadsheet and I think 124th Pl. with 20 previously, so my total should be around 68.

Look out leaderboard, here I come. ;) Freshly retired end of July, (thank you TSLA) and just returned from our first of hopefully many epic explorations and discoveries of this great continent. 7,000 miles, 17 states, 30 days. 54 Supercharger visits with 100% success, only 2 waits, one for 90...

My E-trade has been acting up too. Mine is showing TSLA up about 1 ½%-2% the day before a blowout earnings report and I know that can't be right.

I don't think it works that way. My understanding when you trade in a Tesla that has FSD assigned to that VIN, the trade in offer is adjusted to reflect that. Whether it's the full retail price of whatever FSD is at the time regardless of what the original purchase price is or some discounted...

No, the reason they showed the Mach-e system disassembled is once they had all those pieces and parts off, they couldn't figure out how to put it back to together. And based on the Mach-e fiasco in Norway, neither can Ford.

OT: You may want to add the solar tonneau cover and fill the bed with 4680's though. What had the beginnings of being the ultimate Tesla Investors thread road trip starting at @Lycanthrope's new digs seems to have hit a snag. Connecting Bucharest to Kazakhstan, a distance of over 3,000 miles...

I didn't see the /s so here you go. Also, Tesla CN did a nice video too. It's (Silk Road in a Tesla) now on my bucket list.

I'm somewhat surprised that Bill Wright has been an open source of insider information without any hand slapping by Tesla. Does anyone remember Vicki Salvador? She worked in the paint shop at Fremont and was regularly posting updates on the goings on and production numbers as an insider. She was...

The problem with all these Teslaquilla orders is when the numbers show Tesla was profitable, it will be because of the sale of Teslaquilla decanters. At some point, there will essentially be no demand for Teslaquilla decanters and profitability will evaporate like alcohol.

Thanks for the clarification. I pulled it from here a while back. Evidently GM upped their specs since then. https://insideevs.com/news/437905/cadillac-lyriq-specs-battery/

I don't see how anyone can still defend GM. I was hoping they might learn from the Bolt which is the excuse the GM apologist's use to justify the $9k loss before the deep discounts. Love the Corvette and would liked to have seen an EV version. Very disappointed that after 4 years of the Bolt, GM...

I don't see how anyone can still defend GM. I was hoping they might learn from the Bolt which is the excuse the GM apologist's use to justify the $9k loss before the deep discounts. Love the Corvette and would liked to have seen an EV version. Very disappointed that after 4 years of the Bolt, GM...

Can someone explain to me like I’m a five year old the difference between earnings and revenue?