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  1. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I've seen a few comments from this Jim Fan on FSD and Grok. Made me curious where he's from in relation to Tesla. Turns out he's pretty high up NVidia robotics/embodied AI. Interesting. His comments on integrating LLMs with FSD reminded me of Wayves recent video on their new Lingo 2 model -...
  2. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Is she laying *on* the rolled up tonneau cover? Looks like maybe that takes up some of that 6ft bed when open, which could make loading interesting. Do we know if it's possibly to completely remove?
  3. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I see this way too often. Not that it negates the overall point, but: Inflation isn't a flat rate across all goods US Consumer Price Index: Used Cars and Trucks suggests approximately 35% increase in truck prices since November 2019, somewhat more than that 18% So $40k becomes $54k rather than...
  4. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Interesting. I also saw this yesterday in the en_eu and en_gb manuals. Link was https://www.tesla.com/ownersmanual/modely/en_gb/GUID-2CB60804-9CEA-4F4B-8B04-09B991368DC5.html which now gives a 404 not found. Now I just see these 3 sections:
  5. M

    Tesla wall connector cutting out every night.

    I have had similar issues (same pen fault detector I think, the Garo). Not always when charging, but sometimes. Does anyone know of a way to show/track the supply voltage? It's shown in the Tesla app, but not logged as far as I know. Would like to know if it's something to report to DNO or...
  6. M

    Free supercharging in Europe and Israel

    It does include UK, just had a read of the attached t&c:
  7. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It seems obvious that used car prices and new car prices correlate... Correlation is not causation however. Have you considered that used car prices are bound to drop in line with new car prices dropping? There was a big price drop on new Model Y in January which probably led to the decline...
  8. M

    Nav/Map update EU-2023.20-14615

    Not personally, but yeah I've seen people reporting this elsewhere:
  9. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Here Phil's talk now, a few new details in here about vision park assist and how Tesla are sharing models between cars and Optimus.
  10. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    https://opendrivelab.com/e2ead/cvpr23.html This Sunday, CVPR 2023 Workshop on End-to-End Autonomous Driving. Tesla's Phil Duan is presenting "Building Vision Foundation Models for Autonomous Driving". Hoping someone is registered and can report back for us all :)
  11. M

    Roof bars for Model Y - OEM or other?

    I bought these ones: https://www.aliexpress.com/item/1005004635961342.html Review: they seem to do the job, they look very similar to the Tesla ones from the pictures. Made quite a loud whistling noise at higher speeds with the included rubber strips though. I replaced them with Thule rubber...
  12. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Don't worry about Mobileye, their crack team of advertisers are on it...not that they sell anything I can buy.
  13. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Exactly. Other OEMs are only starting to adjust now, as they receive their delayed feedback from the dealerships that their lots are full, so the next month's order will be less. Since their feedback cycle is faster, Tesla can simply update pricing to more quickly match the demand they see. On...
  14. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Live interview with Elon (presumably) starting soon. Required registration (edit: looks like it's about Twitter, nevermind)
  15. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What this brought to mind, was the previous transition I read about in the auto industry*. When manufacturers moved from a model of custom builds where every car is an individual snowflake, to a common, shared parts model in which a given part has to fit on *any car off the line*. It requires a...
  16. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I thought when I watched it earlier that he manually dialled the speed *up* to 85. I've just been back to watch again and I still think that's what happened, the system remains set to max 85 throughout the exit as far as I can tell (although the video is bumpy and blurry) Looking forward to...
  17. M

    Powerwall - Server Maintenance

    Yeah, getting 503 server maintenance here. Obviously came here to see if anyone else had the same issue :D
  18. M

    [UK] 2023.2.x

    Same. Just been on the app and under settings there's a (new, I think) section which had no vehicles selected for notifications. Worth a look for you too maybe?
  19. M

    [UK] 2022.44

    Anyone think there's changes here for autopilot? I might just be imagining things but it seemed the positioning away from lorries on the motorway today was much better.
  20. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I can imagine if I worked in a drive through I would also appreciate the clean air, and would (and did!) prefer an EV for my next car. Sitting behind other people is definitely what put me off diesels.
  21. M

    [UK] 2022.36

    Yup, as we speak
  22. M

    FSD beta 2020.20.17

    Hope it's good news for us then :) Now also showing a few more in switzerland and hungary that I didn't spot earlier.
  23. M

    FSD beta 2020.20.17

    1 install, in Ukraine, according to https://www.teslafi.com/firmware.php Where was your source?
  24. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    For me, the vertical integration of Dojo has similarities to the move toward 4680s. It may or may not be technically superior to what's on the market in future. But what we do know is 1: Tesla won't have to compete with Google and Amazon for these chips and 2: Tesla won't have to pay Nvidia's...
  25. M

    Model Y charge stats discrepancy

    What @TheRealWatto said. This article suggests about a 10% loss in fast charging. https://insideevs.com/features/555906/tesla-charging-losses-explained/
  26. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Supply vs Demand: Tesla vs EV Competitors: Interesting stat from Octopus EV on customer enquiries vs actual deliveries in the UK (they lease EVs). 1Q 2021 Model 3 was 40% of enquiries, dropped by 4Q 2021 to only 10% of enquiries. But still held at 50% of deliveries since competitors don't have...
  27. M

    All [new] home EV chargepoints will need smart chargers from next month [UK]

    I assume the Tesla charger doesn't count for this? I was probably going to have one installed before this deadline but may reconsider now. Anyone know more?
  28. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Just been listening to All-In too. Definitely didn't sound like a highly confident number to me. Just to capture the uncertainty and error bars in the statement a bit more: I'd take that to mean plus or minus a few hundred thousand. Still quite an increase from 100,000 over the next ~6 months...
  29. M

    2022 Shipping Movements

    Lucky you, mine (previously 20-30th June) has just mysteriously disappeared...
  30. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    As far as I know Electric Vehicle registrations in Europe: 14 countries, 90+% of BEV market is the best option? Out of the monthly reporting countries, only Denmark has updated for April at the moment. QoQ Model Y, Daily Reporting Countries
  31. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    EU Warrants usually have an associated ratio, e.g. 1:10 (1 share:10 warrants) or 1:100 which is the opposite of US options which are usually 100:1 (100 shares:1 contract). Hence why the comparison with US options makes these look very cheap ($210 vs €2)
  32. M

    Model Y UK Delivery

    Thanks. So I don't need to panic about finding money just yet 😁 Not sure if I want to be taking delivery so soon, I was assuming that it might be a bit later in the year but wanted my spot in line. I assume one of you good people would be willing to take up my place if I have to defer...
  33. M

    Model Y UK Delivery

    Anyone more familiar with the process know where this "Prepare for your Model Y delivery" email fits in within the overall schedule?
  34. M

    Tesla staff have an all hands meeting (1st Oct).. Model Y about to go on sale?

    I thought they were already shipping to at least Hong Kong from Shanghai. Might be more changes required for UK spec though
  35. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Brilliantly predicted 10 years ago in these ads by Renault-Nissan. Because why wouldn't you want a gas powered phone, alarm clock etc? 😄
  36. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Curious - Berlin is going to use less water (inc. less water for cell production) than Texas...
  37. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Existing partners, plus one unannounced partner for the gigafactories. The most interesting thing I thought was the axial flux motors from YASA | Electric Motor Manufacturers | Automotive OEM | YASA Ltd who has been acquired by Mercedes. Maybe partnership with Sila-Nano which many were...
  38. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I had my kids watching a YouTube livestream of *someone else* watching their progress bar. Kids'll watch anything, don't know what my excuse is
  39. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Hey - FYI your youtube link to Patreon (on this video description) goes to patreon.com/gabeincal but your Patreon appears to be at Tesla Fremont Flyover is creating Tesla Drone Videos | Patreon
  40. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tweet thread from Gary Black w/ Elon replies re: FSD Beta, subscription, rollout timeline Tweet from Gary Black and Elon
  41. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I took a couple of screenshots of Webull, which has an indication for this. No idea how to interpret or act on this information though
  42. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    They don't have their own fleet, but I'm pretty sure I've seen a video quoting 1000s of kms data per day from manufacturers using the MobileEye system. I think one reason Tesla dropped MobileEye was to keep control of their own data goldmine. Ed: the video, now states a correction: 1M vehicles...
  43. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Try https://www.sec.gov/Archives/edgar/data/1318605/999999999720004329/filename1.pdf It just says we don't get to find out until August 2023
  44. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Do we know anything more about this? I'd assumed it was simply a hangover from Grohmann pre-acquisition and it didn't make sense to throw the work / patents out. Interested to hear if others think it may actually be a part of the company goals though.
  45. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Can't see if it'll be live, but it looks like the video should be here: Video
  46. M

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I see this quite often in low volume. Is there any way to see the historic bid/ask prices?
  47. M

    Managing the volume of the Investor's Roundtable thread

    I haven't really noticed it... I suspect it's not filtering much out. I've also been reading on my phone more and haven't got the script on there anyway.
  48. M

    Managing the volume of the Investor's Roundtable thread

    I've just put together a GreaseMonkey compatible script. Can include based on Like/Love/Informative ratings, as well as "favourite" authors. TMC Show Rated -- I haven't used it much yet though so I'll see how it goes and adjust the thresholds accordingly
  49. M

    Model 3 coming soon to the UK?

    David Ross on Twitter