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  • The final cut of TMC Podcast #27 is available now with topics time-stamped. We discussed: Consolidation in LiDAR manufacturers; Volvo EX90 shipping with LiDAR; FSD Beta Full Release in N.A.; FSD detecting autopilot cheats, Gwen Shotwell directly overseeing SpaceX Starship; and more. You can watch it now on YouTube. We should have it published to podcast networks shortly.

Earning coming today after market .. what do you expect to see?

Got reminded that earnings come out today after market closes.. curious to see how the push at the EOQ for sales panned out .. (secretly i'm miffed that the push cleared out inventory, and now M3 buyers are sitting waiting for new inventory while fremont is building cars for overseas).

Business Insider is no friend of Tesla .. they wrote a pretty good chop piece this morning

It's time to panic about Tesla's flatlining revenue

Electrek takes a more neutral stance (which is a little worrying since they are big cheerleaders for tsla)

Tesla (TSLA) is about to release its Q3 earnings — here’s what to expect - Electrek

.. i have no position on tesla .. unless you count the 50k M3 i just ordered .. which means i would like to see the company thrive so i can enjoy my m3 and whatever else i buy from them in the future.
 

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