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I've spent the last couple hours looking through the images of F-150, Ram, Silverado, Tundra, etc... and this dang CyberBeast is growing on me, it's growing on me. The existing bunch just starting to look dated, seriously dated...

I am starting my weekend early... If you say "Tesla Killer" with a brit/aussie accent, it's Teslaquila. Cheers!

OK. I don't speak Chinese, but I do speak google (translate). The new site found is : 工信部发布第325批《道路机动车辆生产企业及产品公告》 特斯拉（上海）有限公司获准入-新闻-上海证券报·中国证券网 Which has a link to the .doc file from the Ministry of Industry and Information Technology ( PDF below) The item of interest is on page 15, item 105...

My favorite part of today's video from Jason Yang showing the full plan of Giga Shanghai.

Unfortunately no.

Giga Shanghai panoramic views. Not quite the time lapse video I was hoping for, but it was still impressive to go back to a mud field and compare to what it is today.

I especially like the "Mild" Hybrids. What *are* they? Something like the red sauce from Taco Bell (mild) vs the green sauce (spicy).

Played with contrast and lighting...

I clicked through... Many of the photos are rendered. They did not change the license plate for the different car colors...

My vote is for Giga Europe.

The Uber/Lyft thing during the CC caught my attention. Especially the idea of owners can add their car to the Tesla Fleet (airbnb-like). Consider the group of owners of bare bottom M3s, where the car is FSD capable; just not accessible. But once in the fleet, these capabilities get turned on...

So much for that big Uber IPO... perhaps deflated now.

This is my morning Tesla news feed. Kinda quiet today. ;-)

Nevada loves Tesla. In my opinion, Tesla's success lies with its energy division, with cell and pack production. Taking its pulse at GF1 shows Tesla is healthy. Report shows Tesla’s battery Gigafactory booming Tesla battery factory moves past Nevada tax break benchmark

A friend just asked about Snap Crackle Pop, being derivatives of position, if this has anything to do with the options market... I had to answer, sometimes a cigar is just a cigar, EM likes physics...

My take... A fortnight means two weeks. Yup. And Phlebas has been dead for that long. I would take it as saying goodbye to being public, as we take the wheel and go windward (a direction with more control for a naval vessel).

Extremely unlikely, CFIUS and perhaps some poison pills.

On June 28: #Tesla registered 2,237 new #Model3 VINs. ~99% estimated to be dual motor. Highest VIN is 56240

After some digging, this is actually old news from July, not quite "breaking" as vincent put it. It was good news then nevertheless. Quick Google Translate of the July 11th news: On July 11, the Shanghai Municipal Government held a press conference to respond to Tesla's settlement in the...

Some news from Shanghai. Via vincent (twitter) The Shanghai government will fully assist Tesla to build Gigafactory in China Shanghai Lingang and put it into production as soon as possible.

Another BI article, I know I know... but I wanted to see how they cover Einhorn's short shorts story. And then they said this: "Tesla is down 0.86% in trading Friday and up 9.1% since the beginning of the year." So up is now down. I guess they see those shorts as slacks.

Touching story. I followed the story to EM "Thanks!" only to find this... The $420 price for TSLAP is not a financial happen chance, I am sure EM was doing some rounding to get there, it's his way to laugh at the shorts. EM: 420 haha

I see that the number $70B being mentioned, but in just removing EM share and say 50% of the rest chose to go private; what is a more realistic number? $30B ?

Something just clicked in my head. Dave Morton (accounting guy) from Seagate just joined Tesla last week (a Seagate guy since 1995). Didn't Seagate went private and IPO again in 2002 ? Perhaps the same script is being played out...

Alright then... so when is the Boring IPO?

Here we go!... That SpaceX feeling when the Falcon9 went through MaxQ and then throttle up.

From what I saw, these were dropping off. They came from the direction of the factory (about a mile north of this), and queued up to get inside the holding lot.

Just drove by what looks like a delivery center for Tesla near the factory (47623 Fremont Blvd). A little bit down the road is a holding lot full of 3s with multiple car carriers waiting to go in. Fremont Customer Delivery Center and Holding Lot

Within this Q. Let's throw something out there: The weekend after Labor Day. (a bit aggressive... I know, must be an EM thing)

Ah yes, of course. It was not "actually" GM the company, it's the General Motors Company PAC

Musk it more than an individual, he is a brand; and as a brand he needs to pay into the political machine to have access. But his brand is much more aligned with values opposite to that of the GOP, he needs to play nice just to keep them from attacking the brand. We all know about the constant...

IMO, the 200K in July (instead of June) news was significant; despite the seemingly negative headlines. But what does that mean in $ fed tax credit for the buyers? My simple math shows a $900M more for the buyers, with a very simple ramp of 7K/wk to 12K/wk production ramp (S+X+3). What am I...

A 737 in a Sprung

My take on the two Reuters' "employee" leak stories this week. The first reported production will be short with the estimated number to be just above 4K, citing production rate at mid week. The second story reported production actually hit 5K, not extrapolated production rate. Assuming (ok...

Tesla’s rush to crank up production revealed in building permits Kinda my first post. I've been fascinated with the Sprung "tent" since it was erected. What caught my eye here is the east end being capped off, but with an "opening" on the south half. Could this be in preparation for GA5? to...

3 Phase Motor Stator