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Huh? He wrote today: ”My guess right now based on 12 hours at Lathrop & local info… $TSLA is currently making up to 5 Megapack XL at Lathrop a day. Yesterday they trucked out 5 while I was there.”

Based on my reading, the video was sponsored by a wealthy Finnish person who ownes a kind of a supermarket chain ("Kärkkäinen") and is anti-EV. He also is openly against covid-vaccines and advises his personnel not to vaccinate themselves and has given a discount on printers to facilitate the...

I'm surprised that you have even heard about DFI. I'll look into stacks in more detail.

Do you have a take on (or can you take a look at) DefiChain? Most cryptocurrencies are Turing complete, resulting in a large attack vector surface for hackers. DefiChain (DFI) is a hard fork of Bitcoin and Turing non-complete which increases its security but limits its use and makes it a more...

I have to agree that BMW is pretty innovative with the front grill design. Otherwise...

Tesla manual recommends lubricating brake pads every year or X number (dont remember the figure) of miles if the car is driven on salted roads. Otherwise the brakes are prone to corrosion. Rutine lubrication is not necessary if the car is driven on non-salted roads. I live in Finland where we...

That might be true with regard to software but he predicted today's vehicle production numbers with amazing accuracy around 2012.

There is a Tesla shop for several European countries. Search Google for "Tesla shop [country]" where [country] is replaced with the local name for the target country. For instance, "Tesla shop Sverige" returns the link for the Swedish store and "Tesla shop Suomi" returns the link for the Finnish...

That's an ICE modified to look like the cybertruck.

”If you realize that you have enough, you are truly rich.” —Lao Tzui

Combined the quote with an alternative background image.

A VW fan claimed on Twitter that they are holding back deliveries because a software update is not ready and the ID vehicles can't yet do OTA updates. They are supposed to restart deliveries when the update has been done using a physical connection. Don't know if this is accurate or not.

The cryptocurrency stuff seems to have been pretty good free advertisement. EM's twitter follower number has increased significantly since January.

Fine, reasonable enough. The article would then have been better served with discussion about safety as well as numbers about potentially existing and planned capacity as well as estimates on prices and/or price development. The transportation issue in the article seems like a straw man fallacy...

The article focuses especially on the problem of hydrogen transportation which does indeed kill hydrogen cars together with poor efficiency. However, coupling the hydrogen storage and consumption units locally to large windmill sites and/or a large solar farms would take away the need to...

Electric engine has only 80% less parts than a diesel engine? Wut? I know the amount of moving parts is drastically less but I would have assumed the overall structure to be also simpler.

Fuel cells for cars have been discussed extensively here and the common sentiment is that they are clearly inferior to electric cars. However, I haven't seen much nearly as much discussion about hydrogen with regard to clean energy storage on an industrial scale. I read an article today on a...

2012; It's impossible to scale manufacturing as fast as Tesla is suggesting! (Elon Musk estimated 500 thousand cars in 2020) 2020; Tesla ain't a fad because they aren't selling more cars! (Tesla is manufacturing and selling about 500 thousand cars)

Neroden - is it really you?

It's just Spiegel collecting money to short ARK.

Lidar has (supposedly) been used by Tesla for ground truthing camera data already a couple of years ago. I have been surprised that lidar sightings have been so rare since radar can only be used for ground truthing the front facing cameras. Edit; JRP3 beat me by a few minutes.

It says "unwrapping present" when installing. Could it be contained in the update and become activated on Christmas Eve?

So just like the previous dynamic duo, Microsoft and Nokia? And where is their joint venture now?

Well, check out the linked FSD video from 1:02 to 1:13. The fence on the right blocks the B pillar view to the cars approaching from the right. The fish eye lens can't see far enough to the right. The only solution for the car is to push the front of the car to the road to see the approaching...

Here's one. Generally impressive but contains a pretty obvious wrong lane selection around 6:15. Good that they release the FSD slowly to iron out issues before wide release.

Or rather alpha version for a small number of people who have signed an NDA? I believe beta test was supposed to be 4-6 weeks later assuming that no major issues are found in alpha. Public release in mid to late December if everything went smoothly with the beta group as well.

Sure, I agree if it is really, really good. But good autopilot and something that can act as an independent robo-taxi are different things. It will take something "magical" now or later before people start truly believing the taxi idea. It wasn't long ago when Elon described "feature complete"...

I agree that the approach is inferior in the long term but the appearance of great progress will influence investors in the short term.

Waymo seems to expanding the fully driverless taxi service in the coming weeks and months. Interesting to see how Tesla's rewrite performs in comparison - taking of course into account that Waymo is targeting a limited geographical area whereas Tesla is going for a more universal system...

Well, Europe won't be seeing advanced FSD features for a while so I guess this is some solace. The regulatory body UNECE keeps on crippling it.

People are walking under camera surveillance in city centers without caring. They talk on the phone without caring how easily they could be monitored. They expose their lives on social media. But filming their face staring ahead is big no-no because it would be so interesting for someone to...

The market cap had quite a lot already baked in before these events. I'm also not sure why the hurry with the SP. It will go up if Tesla shows that they can deliver. Autonomy day indicated "FSD approved by regulators in at least one jurisdiction" by the end of this 2020. Just show the goods or...

He's fat, old and probably not in very good condition. A small portion of people with his profile and covid end up in intensive care and were that happen to him, it would cause a lot of uncertainty. And the market doesn't like uncertainty. The reaction at this point is overblown but I'm not...

Temporary osborning would probably not be a problem with over 10 billion (?) in cash.

S/X have the same delivery time (10-14 weeks) as of today so it's not Y specific. No "overseas shipping" hypothesis required. [Insert battery day speculation here].

Model S and X wait times have also been updated to 10-14 weeks in North America.

So if I order a car today, I will get it after 10-14 weeks. But there won't be any new orders in North America for the said 10-14 weeks. Any cars produced after my car will have to be shipped overseas. Gotcha, sounds legit. /s

Because the entire tech sector was obviously in a frothy bubble and it's bursting. Not changing my long term outlook on Tesla in any way but a wide pullback sooner or later should have been obvious to everyone.

It's a good one but too bad it wasn't in the original presentation :(

Short term; anyone's guess. Long term; probably good idea to buy.

All FANG stocks except Netflix are up about 100% in a year. Apple is worth 2 trillions. What has changed so much for the better? Not selling my TSLA shares but the technology market seems to be in a worrying frenzy.

Quick google search returned at least one paper describing how water distortion on a lens can be significantly reduced with software; "Image restoration via de-raining", link https://arxiv.org/pdf/1901.00893.pdf Caveat 1; Don't know how well this can be done real time without taking too much...

Tesla hasn't installed any charges that would be able to automatically connect the charging plug with the car port. Neither has there been any mention about such chargers during the last couple of years. Isn't this strange if FSD really was only a few years away? Perhaps someone could ask about...

Ok, appears to be a change of tone.

English is not my native language so could you help me interpret why Elon chose to use the verb "would" rather than "will"? To express uncertainty, i.e. that the said features are aspirational [but not necessarily achievable]? Previously he has spoken about FSD with pretty certain terms.

The fever has reached a point where it is hard to imagine other outcome than disappointment.

Huh?