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Tesla, especially Franz and Musk, have been adamant about not discussing future products lately. This forum continues to ignore the Osborne factor for M2/NV92. IMHO, I think they are fed up with criticism regarding "missing timelines".

Drum brakes are possible. Several EVs doing this. No brakes is not happening. Moving the brakes from the wheels to motor is unnecessary cost. Its not a performance vehicle.

Somewhat concerning. But a good data point. Another n=1; I Bought last quarter and having in-stock available made pressing buy way easier. IMHO; some in stock can be a long tern boost to sales. Should also help with the end of quarry rush. Also, need to correlate these numbers with increases in...

Buying a stock when WS is undervaluing something is the best time.

Tesla had announced they are working on the next generation vehicle. At a lower price point; and shared base with the robotaxi; this vehicle has the opportunity to bring in more revenue than all of Tesla's other products combined. If you wait until shipment of that vehicle; the share price you...

A date for NG product reveal would probably help 5.

CT will almost certainly retain a much better profit margin.

Mine did fine. I had to wade through knee deep water to get home. Obv, stopped driving before that. OT/tldr. Tesla did just fine through Idalia.

Everyday astronaut had a recent video on how complex startup sequences can be.

IMHO, Tesla needs to do more of this.

New CATL batteries and Highland improvement could get us close, at least for base models. I doubt US will get one that cheap.

Does anyone have a road map/timeline for what was proposed at battery day vs where we are now?

Help me out; I thought that the re-tooling and resulting production impacts were announced several quarters ago? Did I make this up; or am I just confusing TMC rumors with official reports. I would have thought all of this was priced in already. Never mind the fact that model refresh will...

TINA

When is Tesla going to enroll car owners in a program? Let us volunteer to load shed via delaying charging; and share the revenue with owners. With the number of cars charging this could be huge with no equipment needed. Makes way more sense than equipment on water heaters and pool pumps.

I think that would be a better match for ford or gm. Tesla is way ahead; the others need an acquisition to catch up.

Reddit agrees that it is the latter, though I would like to see a source on this. If it is, that is good news for DOJO.

You are forgetting production waste, which outnumbers cells from cars right now. Though this is getting OT.

Yes, can we please stop posting Tesla Economist.

Discussion of fair value is on hold until the market stops acting irrational.

Then do not quote a person's taxes as a percentage of their wealth. Period.

What are the odds that hw4 is smart enough to "learn and teach" a neural net for hw3 to perform at least L2/L3?

I could certainly imagine an agreement to supply existing chargers with adapters, as well as build additional chargers during the award period. With and up front payout and agreement.

I think it's time for another class action suit for individuals that feel opting out is a burden. All tsla share holders are included, unless you fax in pages 9-14 filled out in full and stamped by an officiary.

These turns are scarily common in my area. Though I think the biggest improvement in safety from AI/self driving wont be because they drive better, but because they are smart enough to avoid these situations. A human will take the unprotected left to save two minutes, the AI will not. Safer...

The share price is controlled by the market. Management can only control the company.

Tesla is big enough to do two things....

Well I have been wanting to put more of my retirement into TSLA. Tomorrow likely will be the best time this year.

Makes sense to roll out a new product (and deal with the inevitable slow downs) during a quarter you expect demand to dip. Though demand still outpaces production, by a large margin.

15k S/X could still be spun as a miss and cause a sell off.

The more I watch, the more I wonder if production numbers are leaking.

I am hoping this holds true for us LEMUR owners.

I mean, ICE just has to open the door.

TE can use 18650 from panasonic and samsung. How many they can supply, or how many tesla plans to use, I have no idea.

I wonder what configuration is being pushed back. Is it only white? Only premium interior? How many people are actually pushed back. I suspect the majority that are foolish enough to order Sr are getting orders filled.

TSLA is likely in a place where additional cash infusions would not accelerate their current plans. China GF is already under construction 24/7. Only so many hours in a day.

The precedent this case has the opportunity to set is extremely interesting.

Growing pains. Remember your youth.

Sounds like you will have to pay the higher price and get refunded. None of this is announced or set in stone yet, IDK why you expect your ds to have solid answers on this when the company as a whole does not. Also, this is off topic.

Crossing fingers.

Its software, this happens with every piece of software I have ever bought. It gets cheaper with time, and yes, sometimes even before I have gotten my copy. I understand why people are upset, but its just a fact of life for software development.

Makes sense to me, I cant imagine going to order the 35k and not being tempted by higher optioned vehicles. Its up selling, without the sales person, pressure or advertising.

Methinks your accounting is a little off there....

It does make sense to release the 40K with PUP prior to the 35k.

If a judgement has been made, I will cry collusion.

Perhapa like his new mortgage money into tsla on the dip. Mind blown

There is a big difference between "but will make around 500k" and "we will make 500k" as well. But you conveniently forgot that part. Difference is, you want to hold Elon in contempt, I doubt you hold yourself to the same standard.

1. This is not new material information, it is in line with previously disseminated guidance. 2. You have no proof or reason to believe the tweet was not reviewed, at least at this time. That said, I agree with the self inflicted wounds sentiment. Also, the buying opportunity sentiment.

Excellent summary, only one thing I would add. The china/usa relations have changed in the past two years as well. We can hardly blame TSLA for not foreseeing that. I think a lot of the changes you mentioned can be attributed as a reaction to that, the correct one IMHO.