Oh the irony - TSLAQ constantly shouts fraud and accounting chicanery when discussing Tesla's financial statements but in reviewing the notes to the financial statements and the numbers and ratios, the company's financial position is solid and the accounting conservative (imo).
It has to happen eventually. At the theoretical maximum, even if Tesla became the sole automotive producer in the world, they won't exceed the entire TAM for the automotive market.
Fremont is mature, but also inherently less profitable because it's a retrofitted facility full of compromises, and because it's located in one of the most expensive cities on the planet. So it's probably not much more profitable than Austin or Berlin are right now.
If we are actually anticipating Tesla vehicles surviving for hundreds of thousands of miles, then there will be substantial demand for post-warranty replacement work and parts. Many parts of the vehicle will either wear out, break or become obsolete long before the economics favor scrapping instead of repairing/refurbishing.
This one is speculative without more market data, but fundamental microeconomics says that, unless Tesla demand is determined in isolation with no substitutes, then pricing decisions by competing firms do affect Tesla's demand curve. I am highly confident that the competition selling EVs for big losses has a nonzero effect on Tesla's market-clearing ASP, but the exact magnitude is difficult to estimate.
tff--forum-de.translate.goog
The owner of the Model 3 Highland says he noticed a red shimmer on the cameras and concludes it must be HW4. The latest news I read was that "HW3.5" would be installed on the Highland, whatever that means. How to find out which HW version actually is installed in Highland? If it's HW3.5, would it be retrofittable to HW4?One of the first people picking up their highland 3 reporting on the German forum:
Model 3 Highland - Auslieferungen und erste persönliche Eindrücke
Hallo zusammen, wir hatten das Glück, das erste Model 3 Highland in Bielefeld und wohlmöglich auch das erste in Deutschland abzuholen. Das Team in Bielefeld war sehr nett. Eine richtige Einweisung haben wir aber nicht bekommen. Bei Fragen hätten wir fragen dürfen und ansonsten gibt’s die...
Technically, there is no such things 3.5. It is a term used to describe having SOME components of what folks thought would be in HW 4. That originally consisted (speculated) of:
It may be ironic, but to casual observers some of those superb results seem too good to be true. Of course, responsible investors are never casual. That is why so many of obsessively evaluate risk factors, process improvements, internal controls, accounting policies, etc.
This is great news. Cruise was turning public opinion against autonomy. Telling Cruise to remove only half their vehicles from the road was insane. That's like the FDA discovering a drug is dangerous and telling the company to sell it to half as many customers to reduce harm.
But the TAM for the automotive market may exceed this world!
Which is why I wish Tesla would push for L3 on controlled access highways first, then city/streets then move to L4/L5. The average owner doesn’t care much for robotaxi they want to read/text and view videos.
First they need to fix it. It works 95+% on controlled access, but not well enough for L3. too many dives into the turn lane and too many wrong "changing lanes to follow route".
The problem with highway driving is the reaction time required and much greater consequences when things go wrong at highway speeds versus what you see on city streets. I’d pay good money for a Level 3 system that would allow you to stop paying attention at highway speeds, but I think that might even be further away than Level 4+ on city streets at lower speeds.
Your example is why robotaxi is a long way from off since FSD is still L2. Lets get L3 working first knowing regulatory approval for robotaxi is a long way off. FSD take rate will increase significantly with real L3 and that means a lot more revenue and a lot of happy owners.
I assume you are not running V12, so path planning might not yet be fully controlled by the NN?
Camera location is far more important then camera specs once you are at HW4. Saw no sign there were any changes on the Highland model. I cannot enable FSD until I leave my neighborhood due to two obstructed view intersections. Pathetic.
