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/**Follow the fashion of prefacing: I know close to nothing, pure speculation, some maybe just foolish and ignorant, etc etc **/ Dojo, as a startup (among many internal startups of Tesla), is designed to be a fabless chipmaker + data center + hopefully cloud computing. The only thing Dojo won't...

Assume a genuine "why" 1. 2.5m was a long time ago 2. He also said 1,000 other things. Some very good, some OK, some not so much, a few outlandish, per your timely reminder. 3. Is this how you hoped him well? Won't engage any further. Sorry but I need to drink some bleach to clean up.

This is unnecessary and disagreeable. @Artful Dodger was very active and helpful from reactions to his numerous posts. I wish he's sound and well.

This rant is uncalled for. I believe Sandy Munro has seen more cybertrucks and is able to look much deeper and closer in term of build quality and he seems concluding that Cybertruck is much better than previous models and Tesla is doing a better job than anybody else could be. While Munro is...

Chuck starts sounding like Omar... and that's a good sign. Look forward to watching San Francisco stress test from this youtuber: https://www.youtube.com/@teslaus5675/videos

I surely hope so. The raw miles driven by Tesla is in the billions of miles per year. But now I doubt how those miles can actually transfer into an advantage which no other automakers/self-driving companies can match, the advantage perceived and touted by Tesla community. The reason...

Up to 40,000 EVs over 5 years is comical considering India's >1.4 billion population. Tesla sold somewhere 500,000 last year in China (quick googling shows either 603k or 456k). No doubt India consumers have less overall purchasing power, but less than 10% in five years than what's sold in China...

No. No. Didn't say that and didn't mean that. Exactly, to some extent. We do know many things to some extent, such as: Tesla will produce much more EVs in 5 years, but not so sure about Lucid and Rivian, as both could be bankrupt. A certain Gordon Johnson and his deer make plausibly very...

You made a bunch of assumptions, some of them may very well turn out to be true, others not so much. I do have my opinion about how much value of such mental exercises have, but it's irrelevant to this thread and I'll just keep it to myself. assumptions assumption; and what year? assumption...

I watched part of this 1+ hour long video. Oh boy, this seems the reverse-Omar: this Singaporean?/taiwanese? lady presented the worst moment of FSD from seemingly all the crappiest SF roads. But she's quite brave and objective. The day her stress test passes like or better than human is probably...

Here we go As of Feb. 29. 2024, Tesla Supercharger network: 27,000+ stalls for Teslas 15,000+ for NACS 500+ stalls for other EVs 500+ stalls is the gateway drug for the dangling carrot of 15,000 NACS. It will simultaneously attract more people to Tesla and suppress their appetite for...

I spent ~10 seconds looking at the article: according to the xxx employees familiar with... ...declined to comment ...according to two people familiar with the talks Sounds familiar? Gell-Mann Amnesia, anyone?

Sorry, but Apple car is real and the day Apple car announced is the day Tesla goes under.

Same website also says "...allows Prufrock to begin tunneling within 48 hours of arrival onsite." Joe first spotted Boring tunnel liners in last mid-December, then approximately two weeks ago many boring machine sections (all of them?) were delivered. From Joe's video, it takes a long time to...

Here you go: The Coming Collapse of China Rated 4.2 of 5 with more 1,000 ratings on Amazon. Go to read it! Don't tell anyone it was published in 2001 ;)

Redwood Materials @RedwoodMat Cybertruck hauling 10,000 lbs of recycled nickel and lithium products from our NV Battery Materials Campus

@elonmusk Going for a walk with Optimus If I'm not mistaken, Optimus has flat, rigid "soles". The mobility and flexibility Seem too constrained. What if Optimus foot evolves into more human like, such as with functioning heal, ball, and toes.

Yes, culture plays an important, if not a major role here. Before Giga Shanghai groundbreaking in 2018, I anticipated and tried to explain why equal or even better quality of China made Teslas is most likely. TSLA Market Action: 2018 Investor Roundtable

Wow! That’s almost certain bot’s leg. Could mean A LOT (or just trolling)

strategic leak of Cybertruck range Could be 9 of 10 bars for 265 miles --> ~300miles; or 9 of 11 bars, ~330 miles, similar to Model Y long range. And somebody does have a fetish for level 11

Sounds familiar Nov 18, 2020 Turned out to be Verizon and Chevron: Financial Time: Berkshire reveals confidential bets on Verizon and Chevron

Looks promising

No, that links to something of 2022:

(in Jeopardy! style) What is confirmation bias?

I admire a guy who is only two months shy of being a centenarian and yet is still able talking sugar and making it believable to so many people. My aspiration goal is lucid enough to order tendies in drive-thru when I'm 100.

The audio feed on X is far better (except CFO's still awful) and no blank in the beginning at least: I looked at it soon after end of the call, so above feed was live and original.

Zach's LinkedIn post about stepping down: Seems the departure is amicable and comments are overwhelmingly positive (toward Zach).

This account 🖕Optimus @TeslaAIBot is not Tesla affiliated, despite its "Boi" stating "The Official Account of Tesla AI Bot" The "official" account is Tesla Optimus @Tesla_Optimus

Interesting pick. Brandon Ehrhart: 20+ years at DISH Network/EchoStar before joining Tesla, pretty much his whole career (LinkedIn) Could be handpicked by Elon, given the history of Dish Network vs SpaceX/Starlink legal tussles going back at least 2016 (SpaceNews: Dish Network battles OneWeb...

That GM logo Elon joke aside, the lowercase "g" is strikingly similar to a gas nozzle, either intentionally or subconsciously appealing to their designers and executives who approved it, despite their stated brand identity as a drive to increase adoption of electric vehicles. Intentionally, it...

Nice analysis as usual. But I can only grin like a simpleton as who I am and say: this Trojan guy is pure FUD Then $420.69/3= $140.23 is tantalizingly close

Worm Capital, whose report on Tesla was shared here previously, has the following comment on their Sep. 2022 Q&A with Arne Alsin and Eric Markowitz: Q: I’d be interested to hear Arne’s view on the biggest risks to his Tesla view. A: ... If you turn on CNBC, which I do not recommend by the...

Sorry, guys. Got to post something OT to lighten everyone up. :p Very much like employees from Giga Shanghai. 30 -50 people? 9000 ton Giga Press parts showing up in Giga Texas, according to Joe Tegmeyer: PepsiCo says 100 Tesla semis in 2023:

So… two weeks maybe?

Didn't read the article, but "they went from one extreme to the other so quickly without any steps in-between" is simply not true at all if that's what you get from reading it. For one, Wuwa (the OG of Tesla drone videographing) indicates Shanghai is tightening, instead of loosening.

Install Bypass paywalls Clean extension on Firefox; also works on Chrome, but it needs manual installation by downloading from gibhub first It works like a charm on both Firefox and Chrome credits goes to @9837264723849

So Peter Clowes was a senior software engineer who was the last one to go in his "org" As as a senior engineer, he cited a "wired report" to either verify or obtain info about having adult content as a core component and he believes that is not only possible, but probable, as he lists that...

Another boring day of $TSLA being smacked down, but this should cheer everybody up from another beloved wall street analyst Gene Munster: Apparently, RJ Scaringe, Doug Field, Jeff Bezos, Peter Rawlinson are out, according to Mr. Munster. But, you sure you didn't leave someone out, such as...

Interest exchange about George Hotz working at Twitter for 12 weeks

That was exactly my point, my friend: the "seriously flawed" calculations were based on the assumption that if Tesla had the same safety record as the average.

Ever heard of "quiet quitting"? Please have the dignity to do so and save those confined in the chamber from clicking one more Ignore button.

Giga Texas construction update: That looks very familiar: Seriously, is Elon ever aware any of this infinite build<->dig loop? Should someone in the **loop** :p tweet :p Elon about this?

While we're on FSD disengagement and so on, some napkin math: Tesla has more than 3 million cars on road. American vehicle, in average, drives more than 12,000 miles per year, let's say 33.3 miles per day. In 2020, death per 100 million vehicle mile traveled is 1.34 (Fatality Facts 2020, The...

Who's this Dan Ives guy? A few days after $NKLA IPOed, TMCers here were already sick of talking about it and even joked us as $NKLAQ: More than two months later when $NKLA "stablized" after the IPO euphoria, Dan Ives initiated his Nilola coverage with a price target of $45, and it's all down...

Hmm... Jun 3, 2019: multi-year low @ pre-pre-split $177 (last time this low: 2/25/2016) Nov. 9, 2022, almost two-year low @ $177.12 (last time this low: 11/24/2020) Oh, TMC God, you talking to me?

It costs many times more energy for humans to have that terminal 2k cal.

3x overtime is the minimum required overtime payment for holidays stipulated by Chinese labor law. Similarly, 2x for weekends, 1.5x for weekdays. Companies are not necessary following this rule and there is a thing called 996. On the other hand, for Tesla Shanghai as a 100% foreign owned...

Indeed, cowspiracy! How properly named! /s Yes, cows fat etc. But the 18% is ridiculous. And the narrative of "Animal agriculture is responsible .... more than the combined exhaust from all transportation" is a heavily promoted lie by oil industry, i.e. a true conspiracy. You're either a shill...