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Not sales. Insured Units. Very blocky data.

Cometh the blockage, cometh the Elon (to unblock and get whatever endeavour going again 10 times faster than almost any other company of its size could do). Having Elon in charge of tech & finance speeds up decision making. Tesla needs him at the helm today - in the future, maybe not. We may...

Character / usefulness / Tesla discussion at 4:44 I expect this post might lose people, apologies if it does or it's considered off-topic. I'm not much of a gamer by the way. A five hour stream of a world class gamer (claims top 20 in world by game/character class, previously better at older...

"Plan to throw one (implementation) away; you will, anyhow." - Fred Brooks - decades ago.

Yes and Amy & Charlie Munger's old law firm is now part of it. Judge seems to be running scared. Originally didn't want to include the 1000+ letters. Then I think (my memory might be faulty), they filtered them for evidence of owning shares at the time. These letters are part of the court...

Effect on technology/industry/silicon valley - yes. Other matters no.

On other parts of TMC, I have to be very careful how I post facts that go against the Elon-hate & misinformation. Search any news aggregator or search engine & the debunked lies are almost overwhelming. Quentin Wilson, Fully Charged and others have Stop Burning Stuff Myth-Busting - Fully...

Or execs will learn from this and insist on higher pay/shares every month rather than take the risk. They will have less skin in the game and will be less aligned with shareholders. Sad result, Elon's all-or-nothing deal was having an effect in aligning execs with shareholders' interests. back...

Elon has got grief for being optimistic. He might have been trained by people's previous reactions to be more circumspect/cautious. I think this bloke got some grief as well And I don't approve of all of Winston S. Churchill's utterances or beliefs either. Unconventional (yet effective) man...

Elon generally prices nicely, doesn't gouge. Possibility of software revenue (gardening, cooking, welding feature packs), maybe even consultancy (training), services. If priced on a mass basis then it's more expensive than a car, moving parts basis? I think volumes are intended to be huge.

When it's hot, vertical panel might generate more power (cooler than at an angle). Plenty of youtubers and companies testing it out. Interesting, probably not for me.... but interesting. Presumably something similar could be done with wind etc.

I don't think anyone else could remove roadblocks as well as Elon. Faster, cheaper progress with him. Capital efficiency is fantastic compared to others. Pay on results - not on appearances. I've seen enough execs who knew nothing, made bad decisions, sounded good to the ignorant and harmed...

Lots of reasons, Tesla's market share isn't falling much if at all, depends on market and timeframes. The OP article was picking times and still wasn't convincing to me. April 2024 was "Down 2.3% since April 2023". EV market is bigger than before - lower market share within a larger market is...

This is a key message to those in the UK who have been fed propaganda about EVs & Teslas. Some people state EVS are for short driving. I's say it's the opposite if you have a great charging network. High mileage usage is CHEAP! Unfortunately, the UK regulator made the tariff (price plan) I use...

200+ years ago, Wellington won a pivotal battle/war with a ragtag bunch of units from different countries and speaking multiple languages, some of whom until recently were loyal to Napoleon. People matter, leadership matters, planning for the future matters. Lots of examples from history...

I think teslas are good value. I'd argue they have great tech and good features without spending a fortune on options. Comparing unoptioned prices and ignoring any of Tesla's low interest finance... Sorting by price/mile of range.. Out of 217 available models/trims. Tesla in positions 13 and...

Some markets lowered sticker price (Norway), others lowered interest rates. Maybe local management choose based on local attitudes towards debt finance. Maybe some A/B testing of what works best. Maybe depends a bit on logistics difficulties, so Berlin model Y coming to UK may change things...

UK - V4 Supercharging hardware on non-Tesla sites/networks & Tesla opening up more sites to all makes - huge network All UK Tesla Service Centres' Superchargers open to all makes. Tesla "open to all" would be UK's third largest charging network* and FIRST for high-speed networks - then you add...

One of the TSLA retail community has got one of the best US law firms to represent her in the Delaware case. I'm hoping that it's ok for me to at least post a link to Alexander Merz and others discussing this on youtube. To me, it sounds compelling, but I don't know. "Amy Steffen's Brilliant...

Most of the (newish, clueless, young and presumably cheap) accountants at the largish firm I used didn't know about company cars seemingly as non-electric ones weren't very common in previous few years. It was a complete pain and I was sending them info when they got stuck. They had to dust off...

Do other cars have PIN to drive. Helps avoid theft I understand. Presumably they come with similar warranties to Teslas?

Also 5% import tax won't be paid (might be offset by higher Berlin costs) and more shipping alternatives including Eurotunnel Freight (there might be some restrictions I'm not aware of). UK ports are again not in a great way, so bypassing Southampton might be helpful.

I hadn't seen this posted. Tesla / other Musk companies synergies. I do wonder if SpaceX will need inference computers at some point, same for even Neuralink or xAi (Hardware 4 possibly). Energy costs seem to be one of the most important metrics for chip buying, so presumably Tesla are...

LV said they didn't care who owns - in fact it's on a multi-car policy with a non-company car. From memory I'm registered keeper as I think I was when I previously had company cars. But I can't be sure.

Absolutely agree. Black boxes (telematics, acceleration, braking, speed, time of day etc) were unknown in the UK, then became an option for younger drivers, then became very common for younger drivers (essential I was told by some - I can't confirm) and a few months ago I heard about adults...

For Left-Hand-Drive (LHD) Europe, I've lost track of which Model Ys come from China (if at all now) and which are Berlin-built. For those not already aware, some (maybe all) Model Ys for UK will be made in Berlin. I'm not sure which other Right-Hand Drive markets will be served by Berlin - but...

Tesla can grow hugely from several of the "startups" it has or will develop. Share price could go hugely up and that's been my working assumption. Last few days, I've come to a realisation that an additional possibility for Tesla exists. Elon loves his military history and I wonder about some...

If not me, then who? Calling it propaganda is incorrect. It's evidence. You can provide your own or switch to emotive language which is a well known technique when losing evidence-based discussions. It might be subconscious of course, but evidence is better able to inform. I'm not paid by...

And according to BBC, SpaceX spent around 2 billion on Starship in 2023 while Nasa spacesuits look to be 1 billion EACH. This is the same for Tesla - any of Elon Musk's companies have a 10-20 to 1 advantage in development cost efficiency.

I believe that politics are normally off-topic, but I think in this exceptional case it might be worth correcting the record. Facts/evidence:- Musk has said he does not endorse Trump. Source: Fri 31 May 2024 Elon Musk says he hasn't discussed taking a role in a second Trump administration...

I was out and about yesterday, loads* more USA-style pickup trucks rolling about than I'd ever seen in UK before. I suspect they are fashionable for some. Perhaps work-owned (tax treatment?), switching from a van as family grows - having a more car-like experience or previous Range Rover people...

Then you have to think about 48 volt, steer by wire, four-wheel steering and other future aspects (brake by wire) that are easier to get right in a lower-volume product than a next-gen platform. Get suppliers for 48 volt or Tesla create themselves. Remember Tesla sending potential suppliers and...

Looking at various youtubers etc - near universal praise from strangers. Many people have never heard of the Cybertruck, are fascinated. Current production of at least 1000/week - more than Rivian & Ford combined for 2024 is possible. I'm not sure whether it's a whole new vehicle category or...

Link please - it sounds useful. I want to check if full price or discounted.

From memory - the shipping thread has recent arrivals in Southampton (thousands). Some LHD European countries also supplied on same ships, perhaps with a Zeebruge or other drop-off. "Morning Post" (Sunday, Southampton) carried a lot of Model 3 Performance I think...

German EV subsidies were ruled illegal by a court. Also the weird thing that led to cars being bought new & then resold 6 months later in another country has been reportedly ended. VW & others had specialist teams for this to fleece German taxpayers.

This is worth saying... there's a huge amount of incorrect info about Tesla & Elon Musk. Correcting it takes time (you're welcome) & the volume of repeatedly debunked nonsense is huge. Trouble is that even correcting 1% of the rubbish makes someone into a "fanboi" for those who choose to look at...

UK: Latest update on discounted models from dealers - Battery Electric Vehicle deals & comparing to Tesla prices Tesla 3: £40-60k (excludes fuel savings). Model 3 AWD Long Range is £50k Tesla Y: £45-60k (doesn't state with regard to savings - might be cheaper as June/July cars might be from...

Stock market pricing goes up and down quite wildly - hence Warren Buffet said: Being in a Tesla bubble helps with keeping current and avoiding media misreporting. None of this is secret, not even hidden, one just has to go to original sources and avoid misreporting & deliberately...

Comments in purple

Facts/evidence not nonsense. How would one navigate life successfully? You've used emotional language to counter facts. It would have an effect in Toyota or Boeing, less so in Tesla. 1) Not Tesla's mission statement. I don't see that in Musk's other companies either: SpaceX, Neuralink, Boring...

55% - which source. market? When I search I can find 55% profit drop - but that's excluding all sorts of spending such as one of the world's biggest AI computing clusters. "Down 2.3% since April 2023" from the earlier source. Is that what you meant? Please correct your post if it is in error.

Tesla: I'll ask you and others reading this thread... do you think Tesla operates as you and your DIY company did? Honestly? People can be jaded because of their experiences - I certainly suffered from working with unscrupulous executives & sales people. Technologists are a joy in...

Lay off the personal attack. It's a sign that you've lost the argument and it's against TMC rules. I've laid out counter arguments and believe your conclusions are flawed. It just seems to be relying on biased media headlines rather than based on facts. When you see a headline or article - just...

Toyota hybrid batteries last longer than most, but will fail as they cycle so often. Cycle life is very important. Prius batteries are different chemistry from some other hybrids, but still it's an uphill battle. Toyota/Lexus are involved in lots of unreported scandals. Quality, forged safety...

Seems to me that Tesla only try to handle a small set of projects at once with a great team of world class people who can turn their hand to many complex problems, quickly becoming domain experts. Sniper vs machine gun approach of other carmakers who announce & cancel plans all the time...

Fix Or Repair Daily (FORD). Planned obsolescence is in many vehicle makes or COMPONENTS. It's in the component suppliers' interest to fail, even during a carmaker warranty as long as the supplier's warranty to the manufacturer is exceeded in enough cases. A few free replacements are fine in...

As I'm sure you're aware Tesla lower prices when profits on a product line get beyond a certain point. At different times this has happened for cars, Megapacks and Superchargers. Despite this, Tesla have generally had great Gross Margins. Unlike others, cost of producing products was intended...

The cost of making Teslas in China goes down over time due to a range of reasons Efficiencies that Tesla and their suppliers introduce in a way that no other car company can do - multiple improvements every day, trialled on a few cars, tracked via digital twin, homologated via twin & rolled out...