Not sure if this has been posted. but I tend to agree with James:-
It's been posted 2-3 times already, but good food for thought. But the big thing James is skeptical of (rightly so) is the crazy margins ZeroSumGame keeps talking up. I think most of us are very skeptical of the claims we'll see 60-80% margins. (I certainly am) Tesla management said they were trying to get them in-line with auto which is more realistic.
samcurry.net
Hackers have been attempting to hack Teslas with various levels of success for years. It might be they didn’t find any vulnerabilities this year. They have definitely played cat and mouse for a few years.An interesting write-up on some cybersecurity folks, how they got interested in hacking into vehicles, and what they found. What is most relevant here is that Tesla is entirely missing from their list of victims. Taken at face value, that seems like good news -- no vulnerabilities to talk about. But of course they could be missing for a variety of other reasons. Anybody have any idea?
Until I hear otherwise, I'm going to assume they were unsuccessful with any attempted Tesla hacks.
The piece documents such charming situations as this.
At this point, a malicious actor could backdoor the 15 million devices, query what ownership information was associated with a specific VIN, retrieve the full user information for all customer accounts, and invite themselves to manage any fleet which was connected to the app.
For our proof of concept, we invited ourselves to a random fleet account and saw that we received an invitation to administrate a US Police Department where we could track the entire police fleet.
... and ...
Full Remote Vehicle Access and Full Account Takeover affecting Honda, Nissan, Infiniti, Acura
Web Hackers vs. The Auto Industry: Critical Vulnerabilities in Ferrari, BMW, Rolls Royce, Porsche, and More
During the fall of 2022, a few friends and I took a road trip from Chicago, IL to Washington, DC to attend a cybersecurity conference and (try) to take a break from our usual computer work. While we were visiting the University of Maryland, we came across a fleet of electric scooters scattered...
Enjoy!
might be that volume is not primarily driven by the number of shares, but rather by the total $ amount traded? As in, if stock price goes down 50% ($200->$100), volume picks up 100% (100M->200M) to keep the total $ amount traded constant? Just a theory -- IDK
I told everyone during premarket that Krugerrand would need to load up on millions of demand shares yesterday.
It is one thing to aspire to selling 1/20 as many autos as the world’s top OEM, and a completely different aspiration to sell 2x as many. Tesla might be able to do it, but other outcomes also may happen. Just becoming the world’s top OEM with 10 M annual sales would be a colossal achievement.
I guess if we see Tesla’s projected delivery dates for Shanghai vehicles start extending out beyond a few months, we should expect small price increases until they see a steady state.
Musk just liked this Rob Maurer tweet about the 9000 T gigapress. Progress
I wouldn't expect that requirement to exclude other battery manufacturers from qualifying. It just means that they'll have to hire electricians and contractors who are union shops. This is very typical of any construction projects that receive federal or state funds.
