To get past the standard Elon answers we’ve all heard numerous times, some questions from Jordon (The Limiting Factor) and James Douma (self described “deep learning dork“) might help break new ground.
I’m keen to learn Tesla’s LFP form factor and production strategy.
On FSD I’d like insight into why they are confident of success when version after version makes the left turn onto fast busy roads seem like a mission requiring paid up life insurance. There must be something they know that we don’t.
For FSD what they know that we don't is, the rate of improvement over previous versions, future versions in the pipeline, and the cause of any regressions.
However, when Elon said FSD and the Raptor where the 2 things he spends the most time thinking about, we could interpret the FSD part of that comment as bullish or bearish... Elon is thinking about it because he can see a path forward and there a just a new more pieces of the jigsaw to slot in place, or Elon is thinking about it because some hard to solve problems have recently emerged. And perhaps it is neither. maybe he is always more involved in FSD than we imagine,.
I agree James Douma could ask the right questions, he would understand the answers, and some of us might.
On battery cells that is a probable limit or what Elon should say, or would like to say... then there is what he will accidentally let slip in a friendly interview which could be a lot more. Even on the earnings call it, seems to me at times Elon was finding it hard to resist the temptation to at least drop hints.
The problem is, if we know, then all Tesla competitors know, perhaps before Tesla wants them to know.
For FSD the risk of a competitor duplicating what Tesla has done in 5 years is minimal.
For battery cells, the Chinese battery makers will not need many hints, they will find out eventually, but maybe it is best to delay that....
IMO there are times when Elon avoids giving out information on batteries, some of the words used on Battery Day and afterwards, might be carefully chosen.
