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This isn't really investment-related, but I know several of you will enjoy it and don't get around to the rest of the forum regularly. Hopefully the mods will indulge me.
This is part of why I like supporting Tesla. (Also, @bonnie is a superstar, using her powers for good.)
Early Model 3 delivery for stage 4 cancer patient with Tesla ownership on his bucket list
And Bonnie's Twitter post where the event is chronicled .
Kudos to Bonnie, her owner friend, and Tesla.
Tesla Taiwanese Supplier HOTA increasing output to 5K weekly
This is the same supplier who announced a reduction in output shipping to Tesla (from 5,000 to 3,000 per week) days before Tesla's last earnings call where the bottleneck/~3 month delay was announced. Speculative, but, with Tesla having thousands of suppliers, it kind of seems this supplier's communications may be a form of message telegraphing.
There is no need to order that many parts/week. It is not like they can produce 3000/wk per week right now, let alone 5000. The parts will be covered in dust before they even use it.
People will want a Service Center near their home, as is now the case with most major brands. And when in place, I expect the chargers and centers to be a drain on revenue. If we're to believe that the EVs need few visits to the doctor, how will TESLA keep the Service Center lights on and pay the staff?
Anyone wanna bet this month's total M3 delivery is at about 350-450?
At this rate, the Fremont factory is sweating profusely with pressure off to the roof..
Anyone wanna bet this month's total M3 delivery is at about 350-450?
At this rate, the Fremont factory is sweating profusely with pressure off to the roof..
A *feasibility study* to investigate the *potential* of prismatic cells. Oy. Tesla looked at this several years ago and went "nope, cylindrical is better". This is a sign of Toyota going nowhere.
Brilliant, thanks! Also I think back to when basically every Roadster owner was part of TMC forum. Similarly for the early Model S owners. But then, as more and more S's shipped, proportional representation dropped off. With the Model 3, I wouldn't be at all surprised if many more than half even in the early stages didn't participate and don't get sighted and reported. I think we're probably at around 1500 delivered already (total), and the floodgates are opening. Also remember, historically, they work hard till the end of the year, then get the first week of the new year off, so there may be many more deliveries in the next 10 working days.More model 3 sittings, by vin, in the last week than prior all time. Deliveries are almost certainly over 500 per week and accelerating.
Model 3 VINs
That's quite positive. Checking online, the standard container shipping time from Taiwan to San Francisco seems to be around 30 days. So Tesla may be expecting to be close to 5k/week in January.Tesla Taiwanese Supplier HOTA increasing output to 5K weekly
This is the same supplier who announced a reduction in output shipping to Tesla (from 5,000 to 3,000 per week) days before Tesla's last earnings call where the bottleneck/~3 month delay was announced. If you go to the linked TMC thread, and the article that in turn links to, it looks quite encouraging that the ramp is getting back on track now : )
An AI chip will mostly need a lot of multiply/add units, which are fairly simple circuits (simple enough to be in the entry level course digital electronics I followed 25 year ago). There is porbably a lot of control logic around it, but still this should be a lot simpler than building a top of the line x86/x64 chip (what Keller did in the mentioned 3 year period at AMD). It probably looks more like a DSP or GPU than a general purpose CPU. I don’t think it would need a lot of of cache (at least not in the sense of L1/L2/L3 cache on a CPU), maybe just some on chip memory. If Jim Keller can make a tape-out of a top of the line x64 chip in 3 years, he can get this AI thing to the tapeout stage a lot faster. I wouldn’t be surprised if Tesla is testing their first silicon right now.
Brilliant, thanks! Also I think back to when basically every Roadster owner was part of TMC forum. Similarly for the early Model S owners. But then, as more and more S's shipped, proportional representation dropped off. With the Model 3, I wouldn't be at all surprised if many more than half even in the early stages didn't participate and don't get sighted and reported. I think we're probably at around 1500 delivered already (total), and the floodgates are opening. Also remember, historically, they work hard till the end of the year, then get the first week of the new year off, so there may be many more deliveries in the next 10 working days.
A *feasibility study* to investigate the *potential* of prismatic cells. Oy. Tesla looked at this several years ago and went "nope, cylindrical is better". This is a sign of Toyota going nowhere.