Impressive and amusing video showing FSD Beta 9's performance in San Francisco.
Tesla's technology is improving.
Tesla's technology is improving.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
How did they come up with 6200 model X sold this year? Tesla reported 2000 S&X for Q1 and 1800 for Q2 including likely zero model X, and those figures are worldwide. Hmm.
Maybe this is registration data so it’s on a bit of a lag and includes some December sales?
petit_bateau
Active Member
Indeed, my guess is that it is reg data, hence the numbers/lag-term.
On a related subject - now that EV-Sales-Blog has gone dark, perhaps now it is appropriate for TMC to collectively collect global EV and PHEV sales (registration) data on a country-by-country and model and brand basis to create a substitute picture of what is happening out there.
I appreciate there are some individual country efforts within TMC, but is there an appetite amongst enough people to try and solve every country every month. It would likely need to be a Google dcs effort with a motivated and reliable team. Basically we would be creating a substitute for the EV-Sales-Blog people.
What do peoples think ?
(drop me a private message if you'd like to volunteer, noting which countries/areas you can contribute to)
hacer
Active Member
This caused me to take a closer look at CharIN's position paper which has this table:
So it seems that CharIN has not taken a position on making adapters FROM CCS chargers TO cars that lack CCS connectors. Instead they are steadfast against allowing adapters FROM non-CCS chargers TO cars which have CCS connectors. This throws in a new wrinkle on a lot of the discussion here about Tesla making an adapter to allow non-Tesla vehicles to charge at superchargers.
So my original post which was about a Combo2-to-US-Tesla adapter was wrong, at least regrading CharIN's position paper.
I guess CharIN is willing to accept tapping into Tesla's customers but certainly will not approve of Tesla tapping into their customers.
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The Accountant
Active Member
Yes. If Tesla recognizes any portion of their deferred tax asset benefit this quarter it would partially or fully offset the bitcoin impairment.
Copying @st_lopes on this response as he has much more tax expertise than I do.
We have seen other companies in this situation take most of the benefit at one time and not spread over several quarters. But it can be taken over several quarters/years.
However, there is one factor that may be different for Telsa now than with the other companies in the past.
In 2018, the US tax law changed so that there is no expiration on using past losses to offset future tax income starting with the 2018 tax filing..
The table below is not 100% accurate but directionally Tesla's $2B deferred tax benefit can be outlined as follows:
Of the $2B in Deferred Tax Benefit, about $200m from 2018 and $133m in 2019 have no expiration.
So perhaps Tesla can take the position that $333m ($200m+$133m) will more likely than not be used in the future and book $333m to income in Q2.
Contrary to what TSLAQ claims, Tesla takes a conservative approach with their accounting so I am not counting on this. But it's possible.
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hacer
Active Member
One thing that's interesting about that adapter is that it's intended to be used with CCS superchargers, thus both sides are Tesla designed and built. Do you know if this adapter works at non-Tesla CCS charging stations?
Edit:
And could @cliffski buy this adapter to charge his old model S at UK CCS superchargers?
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Interesting.
Seems to me this could include Time Of Use considerations.
3 prices.
1 off peak use
2 off peak and edge times
3 all access
Alternatively, access could be in the form of an auction for access priority based on charge tokens renewed monthly.
It will be interesting to see how this works out.
TheTalkingMule
Distributed Energy Enthusiast
Bad news....Ford has perfected autonomous driving, GM is almost there, and Tesla is nowhere in sight.
Ford and Argo AI to launch self-driving cars with Lyft by the end of the year
www.cnbc.com
Ford and Argo AI to launch self-driving cars with Lyft by the end of the year
Ford and Argo AI to launch self-driving cars with Lyft by the end of the year
Self-driving rides with safety drivers will roll out this year in Miami by request and next year in Austin.
www.cnbc.com
Or, maybe this is the time to spin off the network to TSLA shareholders?
AquaY
Member
If you actually believe that "Ford has perfected autonomous driving," I have several bridges in Brooklyn to sell youBad news....Ford has perfected autonomous driving, GM is almost there, and Tesla is nowhere in sight.
Ford and Argo AI to launch self-driving cars with Lyft by the end of the year
Ford and Argo AI to launch self-driving cars with Lyft by the end of the year
Self-driving rides with safety drivers will roll out this year in Miami by request and next year in Austin.
The CharIN positions are not so simple as shown in the chart. There is a distinct thread for that, but from an investment perspective Tesla has numerous options, none fo which are technologically difficult. CharIN provides for standard communications and payment variations, with existing charging solutions having regular glitches when some manufacturer or provider does not quite get the software perfectly.
Skipping the endless technical papers of CharIN (that is where everything relevant happens there, it's built for technicians and engineers) it is the Tesla membership in CharIN that is most relevant. Supercharger sharing is not even difficult, nor is payment arrangements. The only issues are how others OEMs will pay and how their customers will pay. There are ZERO technical problems to solve since all the required technical solutions have already been designed.
For non-EU uses among us, back when EU Superchargers had CCS installed and Model 3 had native CCS, it cost ~500 Euro to adapt Models S and X to CCS. They had to have both hardware and software changes. For other OEMs to use Superchargers similar adaptations will be required.
Certainly Tesla will end out pricing all this to make money, not lose it. Much accelerated Supercharger deployment is happening anyway, and this will accelerate the growth.
I believe it was her husband who bought those calls. I picked up several when I saw that news, last I looked mine were underwater since they were purchased later.
OT: This video is worth the watch. Mom takes a Tesla Model 3 over SUV's and cars with a hatch.
This tiny news seems irrelevant but it is not.
www.instagram.com
Singapore has vastly outsized influence among prosperous people rationally from The Middle East to Hong Kong and beyond. They've famously refused to cooperate with Tesla until everything was 'just so'. The Supercharger is located in a small mall on Orchard Road where once was located the best outdoor Hawker Center located in what was the Orchard Road car park.
I think the location and existence of that Supercharger and Tesla sale will end out being the catalyst for greatly expanding Tesla sales in other parts of Southeast Asia plus the Gulf States, Saudi and others. For some decades Singapore's influence as been based on superb infrastructure, pristine public areas, safety and security plus vast arrays of consumer goods and cultural heterogenous choices.
Perhaps I overstate this, since Dubai now serves much of that role, but I don't think so.
For the record: I spent many years as an Orchard Road car park customer and kept my cars in a nearby free parking garage. Owning a car in Singapore is a luxury, subject to many restrictions. That is partly why I think Tesla being established in Singapore is a major step.
"new rules. new experiences." on Instagram: "We’d like to introduce the new Tesla V3 Supercharger station at Orchard Central! Next time you’re in town, stop by for a charge and shop or dine with us! #shopfareast #fareastmalls #sgmalls #orchardcentra
21 likes, 0 comments - orchardcentralJuly 19, 2021 on : "We’d like to introduce the new Tesla V3 Supercharger station at Orchard Central! Next time you’re in town, stop by for a charge and s..."
www.instagram.com
Singapore has vastly outsized influence among prosperous people rationally from The Middle East to Hong Kong and beyond. They've famously refused to cooperate with Tesla until everything was 'just so'. The Supercharger is located in a small mall on Orchard Road where once was located the best outdoor Hawker Center located in what was the Orchard Road car park.
I think the location and existence of that Supercharger and Tesla sale will end out being the catalyst for greatly expanding Tesla sales in other parts of Southeast Asia plus the Gulf States, Saudi and others. For some decades Singapore's influence as been based on superb infrastructure, pristine public areas, safety and security plus vast arrays of consumer goods and cultural heterogenous choices.
Perhaps I overstate this, since Dubai now serves much of that role, but I don't think so.
For the record: I spent many years as an Orchard Road car park customer and kept my cars in a nearby free parking garage. Owning a car in Singapore is a luxury, subject to many restrictions. That is partly why I think Tesla being established in Singapore is a major step.
Yes it does. I have this adapter in my TMX.
ZachF
Active Member
IIRC both the oil industry and auto manufacturing are about $2-3t each.
Electricity is alot cheaper than gas, so this wont be the case with EVs. 200,000 miles of gas costs ~$20,000 for the average 28mpg car. 200,000 miles of electricity is about $6,500 for a 4mi/Kwh EV.
Knightshade
Well-Known Member
Bad news....Ford has perfected autonomous driving, GM is almost there, and Tesla is nowhere in sight.
Ford and Argo AI to launch self-driving cars with Lyft by the end of the year
Ford and Argo AI to launch self-driving cars with Lyft by the end of the year
Self-driving rides with safety drivers will roll out this year in Miami by request and next year in Austin.
quote from story said:
I do not think perfected means what you think it means
Does anyone know of a good deep dive into Electrify America's business plan and structure? I'm trying to figure out just how real of an operation they are/will be. I'm particularly interested in what it would look like if VW can't/won't maintain operations and funding. How screwed would the other brands be if EA had (more) issues? That's a risk to the mission but a possible benefit to Tesla's core operations.
AquaY
Member
It's unknown if it was her or her husband. Filing does not indicate that and frankly it doesn't matter. They are married and their assets are fully shared.
Personally I am always suspect of any politician (R or D) that makes a large leveraged bet in a company that is directly effected by laws that they are in charge of making.
Especially politicians of her position. She is the Speaker of the House which makes her one of the most influential politicians in the country.
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