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Elon advised that HW4/5 can be leveraged - vehicle owners will get paid.

Place to discuss Juniper Model Y, Compact Crossover etc. Not Robotaxi or Gen 3 unboxed models.

Relevant threads: Poll: What will be the biggest 8/8 event headline? Gigafactory locations and products Starting Austin for gen 3 but which model where? Super Bull Future TSLA Valuations Robotaxi valuations Tesla Network / Robotaxi Business Model Tesla to license Autopilot / FSD Tesla Network...

Vote if you think this will happen and steal the limelight. Reply with other ideas of what could be unveiled. You can change your vote. Vote is public. You can peek first. Closes in 4 days.

Speculation - some may come sooner. Likely to be Grok integration X app Direct to cell Starlink? Tesla Network?

Background: Project Redwood (Compact Crossover) Poll: let's build the Robotaxi Unlimited votes. Closes in a week. Public. Please don't reply and advise your vote intention.

Place to record the production ramping performance for new vehicles starting with CT:

Redwood compact crossover is expected late 2025. You can change your vote Closes in a week Anonymous You can peek before voting

What are the hard to copy machines that build Redwood using unboxed method? 1 vote No changing Public Closes in 2 days

June 2025 production

Terminology: First gen 3 car - Model 2 (M2) hatchback (Elon was convinced this was needed) Second gen 3 car - Robotaxi This poll references the robotaxi. I think it is likely that the gen 3 platform will be designed with Robotaxi in mind. I will likely run a similar M2 poll following this...

What will make-up the first gen 3 exterior structure? Likely to be a "Model 2" hatchback. Single choice No changing Anonymous No peaking Closes in 1 week Boring Co vehicle style would count as glass: This would count as plastic: DeLorean panels are 0.8mm Gigacast outer would be a first...

250,000 target Single choice No changing Vote is public Closes in 7 days No peaking

https://shop.tesla.com/product/cybertruck-basecamp The ability to store stuff under basecamp whilst in transit or camping will make this solution really useable. Unlike Cyberlandr etc. Bars can stay in place:

https://www.thestreet.com/tesla/news/is-warren-buffett-secretly-buying-tsla-stock-berkshire-hathaway It is possible that they already have. Assuming they have not: Following Munger passing away, the following could be true: Munger was against the purchase freeing Buffett to go ahead Buffett...

This thread would ideally contain financial projections and pertinent data that could be rolled up into overall projections contained here: Near-future quarterly financial projections

Poll: Unlimited choices Public No peaking, no changing Closes in 1 one week

Very likely that there will be a major update soon. When? Either: Thanksgiving weekend (23rd Nov) CT event (30th Nov) Christmas (24th Dec) What will it contain? Grok (20% likelihood?) V12 FSD (20% likelihood) ASS included? Emergency Starlink comms (20% likelihood) Games X app? ?

Great video from Munro. He is keen on Magnesium which sounds like it could be another game changer if Tesla were to adopt.

New thread following recent debate on possible Swedish unionisation raised by @SwedishAdvocate.

Launch is Imminent

Summary of Israel war: Does this need a new thread?

US Marines order would be very cool with possible amphibious capability.

This has been debunked. Elon is looking at three tiers including free.

Book has just been published today. This is a previous non-investor thread: Isaacson Biography of Elon Musk

https://x.com/LimitingThe/status/1701347701118402573?s=20 For those thinking of planning a Starbase trip.

When will first deliveries be? No changing vote No peeking Annoymous 3 days to close

Tesla says it will build new '1st of its kind' data centers

Tesla to allow FSD owners to transfer to new car, but only for next 2 months Impact on Q3 and Q4 demand?

Thought I would use this list as an index to various threads: Dojo production begining in July Cybertruck delivery event in Q3 Model 3 "Highland" released in the $30K price range Megapacks 10K/yr in Lathrop in '23, + Shg in '24 FSD Feature Complete within 18 mths (auto gross margins ↑ 15%)...

Thread to discuss:

Beta FSD is coming to the UK.

Tesla requesting permission to manufacture a small qty.

Robinhood enabling for TSLA and others. Will others follow?

Elon Musk founds new AI company called X.AI

More here

Place for Cybervault discussion.

Products likely to include: Winch Tent Cooking options Hunting lights Contractor racks? Camping beds without tent? Trailers What else?

Thing of beauty

Coming 2024 - see next post.

What will be mentioned on the day? No peeking. Unlimited votes. Private vote. Closes day before Investor Day.

I am watching this: I have not seriously considered fusion for a long time. Elon not impressed, a long way off and I thought it would impact negatively (Tesla solar, roofs and natter storage). Given how bullish Whyte is, I was forced to reconsider and soon realised: It will of course take a...

We plan to host Tesla's 2023 Investor Day on March 1, 2023. The event will be live streamed from our Gigafactory Texas, with the option for some of our institutional and retail investors to attend in person (details to follow). Our investors will be able to see our most advanced production line...