2daMoon
Mostly Harmless
I was unaware the Cybertruck ever had a tax credit to lose in the first place.
Jeez, Reuter-Rooter is digging deep into the septic system to come up with this stuff.
You can install our site as a web app on your iOS device by utilizing the Add to Home Screen feature in Safari. Please see this thread for more details on this.
Note: This feature may not be available in some browsers.
But I think that’s a good point. It will be different on a 400 volt compared to an 800 volt system.
For those charging times, the average charging power on that SoC windows has to be higher than 250 kW
Even on V3 it should maintain 250 kW way longer, even Model S/X keeps it there until 33% SoC, extrapolating that for the 123 kWh Cybertruck pack, it should maintain it up to 38%, or much higher with Lars charging times
Exactly! The detail that the FUD media and analysts seem to keep missing is that (IIRC) Tesla predicted that they would AVERAGE 50% growth YoY, not grow 50% each and every year. That would put them at 2,529,463 cars for 2024. They have beat 50% AVERAGE YoY each year so far.Looking ahead, I'll make my prediction for Tesla 2024 Production as follows: 2.53M
For 2024 I predict Tesla will be at 50% CAGR for auto production vs 2020 prod. of 0.5M cars, just as Tesla guided 3 years ago during their 2020Q4 Conf. Call.
FTFYExactly! The detail that the FUD media and analysts seem to keep missing is that (IIRC) Tesla predicted that they would AVERAGE 50% growth YoY, not grow 50% each and every year. That would put them at 2,529,463 cars for 2024. They have beat 50%ANNUALCombined Annual Growth RateYoYeach year so far.
It is listed in the 2023 cars and will be in the 2024 list once Tesla tells IRS/ Treasury to put it back in (IRS just reports what manufacturers tell it).I was unaware the Cybertruck ever had a tax credit to lose in the first place.
Jeez, Reuter-Rooter is digging deep into the septic system to come up with this stuff.
That would be a stretch IMO. Assuming they get 10% organic growth at Fremont and Shanghai, they need an additional 700k units between Berlin and Austin, or roughly 100% growth at each factory. If Austin is currently running 5x12h single shift then there is some room for adding a shift, but IIRC Berlin is already approaching capacity with 5 day operation.That would put them at 2,529,463 cars for 2024.
Before Optimus' general public release, I strongly suggest a means to prevent the bot from learning by observing cat behavior.No. Never have more bots in your possession than people in the household. Have we learnt nothing!? One will suffice.
Actually I was thinking the opposite for @Krugerrand's personal Optimus. Learning only by observing cat behaviorBefore Optimus' general public release, I strongly suggest a means to prevent the bot from learning by observing cat behavior.
Also worth adding that BYD sold over 50K Seagulls in December - it was only released in April. BYD has relatively short months-long periods between reveal & sales, not years-long.BYD just announced sales of 526,409 BEVs for Q4.
I’m betting their 2024 BEV sales target is over 2.5M, as BEV sales are growing month on month as a percentage of all auto sales, while PHEV percentage of total is falling.
BYD stopped making ICEVs nearly two years ago.
BYD Group also includes luxury brands Fang Cheng Bao, Yangwang & Denza, selling in price points above Tesla.
BYD’s auto gross margin in Q3 was estimated to be over 25%
But that is my SO's job, following me around making sure I do my chores correctly!I’m going to have a full time job following my bot around making sure it does chores correctly.
Bear in mind, Tesla is not the only maker of humanoid-like robots...On a more serious note and forward looking (I haven’t yet seen these implications being discussed yet).
Tesla bot is coming, no doubt.
But the enormous positive impact it will have on Tesla and TSLA is not the only thing heading towards us.
If Teslabot replaces human factory work at a big scale, it will put a LOT of people out of work, not only at Tesla, but everywhere.
That is going to have serious social consequences and likely negative bias towards Tesla (people always searching where to put the blame).
I think it is important that Tesla will not only look at the technical side, but also at the best way on how this might be prevented.
For people involved this could be a generous arrangement when replaced, depending on the amount of years working at the company.
But that is just a quick thought, there may be many more good and creative solutions.
However, this putting an enormous amount of people out of work will need serious attention.
FYI: According the video just posted here with the interview with an Austin Gigafactory new-hire, they're running two 12-hour shifts for five days in a row at Austin, sometimes more than five days in a row . . . . I don't quite see how an extra $2/hour makes up for being awake on the wrong side of the clock, but that's just me.That would be a stretch IMO. Assuming they get 10% organic growth at Fremont and Shanghai, they need an additional 700k units between Berlin and Austin, or roughly 100% growth at each factory. If Austin is currently running 5x12h single shift then there is some room for adding a shift, but IIRC Berlin is already approaching capacity with 5 day operation.
I think this prediction wins!In 2024, Optimus will learn "pull my finger".