Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

This site may earn commission on affiliate links.
I think NHTSA changed the rules "recently" and paper notices are now required to be sent for all recalls. Even if they have already been resolved before the notice is sent out.

For the recent AP recall I think the notices are supposed to go out about February 10th, so we will know for sure shortly after that. (Though I don't think the recall has been satisfied for AP1 vehicles yet. And maybe not AP2/2.5 vehicles, as the latest SB says this:

View attachment 1013693
Bureaucracy reigns supreme!
 
I think NHTSA changed the rules "recently" and paper notices are now required to be sent for all recalls. Even if they have already been resolved before the notice is sent out.

For the recent AP recall I think the notices are supposed to go out about February 10th, so we will know for sure shortly after that. (Though I don't think the recall has been satisfied for AP1 vehicles yet. And maybe not AP2/2.5 vehicles, as the latest SB says this:

View attachment 1013693

Dear Tesla owner,

This recall notice is provided to inform you of a problem with your car that we fixed with an over the air software update long before we could have printed and mailed this notice to you as per the NHTSA rules.

Please disregard this notice, as well as the abhorrent waste of paper, costs to deliver, and unnecessary burden upon the postal system.

Likewise, please accept our humble apologies for wasting your time to read this at NHTSA's behest.

Tesla Customer Service
 
Today Walnut Creek Tesla rep reached out to inform me they now have dual motor available for test drive.

Really happy to see them following up with prospective buyers; I like no pressure, but some people do need to be reminded that these things are readily available and Tesla is eager to move metal.

Test drove the RWD Model Threefresh last week. It’s very much improved in many ways vs our ‘20 3 performance. Highlights for me were the interior lighting first (really, everything aesthetically inside and out), the cooled seats next and the kids LOVED the rear screen and layout.

My sons friend came with us and reminded us how cool this test drive experience is vs the Dodge charger they’d test drove a few days prior “this car is way cooler {and half the price}” the neighbor kid mentioned the PITA dodge salesman multiple times.

Edit to add: kid did say the dodge had a super catchy name…something something scat pack. 🤷‍♂️
Add #2 rep mentioned they’re already filling orders for rwd threefresh. Dual motor delivery currently early march.
 
Last edited:
So you are saying that the unboxed process is made possible because they have already solved the paint-matching problem?

That would make sense. Is that your conclusion?
If Tesla thinks they have solved that problem, they can think again. Ditto for bumper covers. Especially bumper covers. Pearls are a bitch. The Germans are best, but not perfect.
 
  • Like
Reactions: advocate8
I’m struggling with the idea that lightweight bots with 5x the moving parts of a kuka, plus batteries, are a step forward. If the kuka *can* do it, or an even simpler machine with even fewer parts can do it, those machines *should* do it. Longer life. Less maint. Less traffic in the corridors.

(Bot’s advantage is hot swapability. Problem? Off to bot hospital, staffed by bots. Perhaps somebody who has worked with one armed heavy robots can comment on mean time between fail. I don’t carry spare tyres these days. Hasn’t burned me yet. The odds allow that, touch wood.)

Only where the kuka can’t, it’s a bot job. Where the bot can’t, it’s a human job, until such time as the bot can.

For making Semi’s or Megapacks I’d have no reservations. Bots galore. But with next Gen they have to make millions at high cadence, the higher the better, so it feels worth the effort to build specialised machines.

Thought exercise. Will a home (w yard) with a future bot have a dishwasher? A washing machine? A drier? No, yes, no, says my intuition. Could be wrong. Only certainty is that things will change.
I guess the question is, In the unboxing process how many Kuka robots will be needed? The overview provided does not really give any ideas about what the production facility will look like.
 
I guess the question is, In the unboxing process how many Kuka robots will be needed? The overview provided does not really give any ideas about what the production facility will look like.

Elon prob has a mental decision tree, for each process leading to four options:
Kuka, Custom machine, Bot, Human.
For next Gen, his earnings call words about building the machine that builds the machine, and being uncopyable by competitors, suggest mostly custom machine. Many assignments for the old Grohmann Engineering.
Bot v Human is a developing situation. The whole point is one for one substitution, as need arises, as capability extends.
 
Aftermarket didn't like it apparently...
Tesla + lawsuit -> algo triggered sales
From a Tesla as a business/ RSLA as a stock price, eliminating 304M shares of dilution is a positive.
From a stability point of view, it's not great and Wall Street sees Elon as a positive or negative for Tesla depending on what serves their purposes ...
 
He did say this needed to be decided before they could structure a new deal... perhaps this is the opportunity to do so.

Can this ruling be appealed?
A new deal, taking into account all the objections in the case?
Edit: Maybe Elon’s recent comments about wanting 25% is already a preemptive tactic. Instead of granting him options to the naked ownership of shares, they could give him more options to just the voting rights of those shares. That would not introduce a new class of shares with different voting rights, since that apparently not allowaed anymore.
 
I am confused, and I'm wondering if someone can clarify what the above means. How can a judge void an agreement made between a CEO and a company? What does a judge have to do with any of it? Is this voiding future TSLA options Elon hasn't taken yet, or past TSLA options he already claimed? 🤔
Tesla is a Delaware corporation, so Delaware can undo corporate actions in some cases.
This voids the 304M options that had vested from the 2018 compensation plan.