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Chance to tour Giga Texas with proof of your vote. https://www.tesla.com/tour-the-factory

Glass Lewis recommending against compensation and Texas move. Glass Lewis makes recommendations to institutional investors. I understand they were against the compensation plan in 2018...

They are now advertising the vote to the most informed group of investors.

Megapacks are using LFP so no nickel. The article talks about vehicle batteries which would make more sense.

Yes, but I don't have enough understanding of GPU's and processors to feel comfortable with it. I looked at it a while back and I think you would have needed to be an expert in chips and AI to honestly make this call. The good news is the profits Nvidia is making have to come from somewhere...

Tesla and X.AI called out as a big spender on NVDA chips.

Except it's a diesel hybrid.

Will be interesting to see what they do in June when this "expires". I am hoping for some price increases and continued financing subsidy as this looks like it is working well.

This picture was in the Shareholder vote video released recently. Possibly the Cybercab? Looks like they may use the same process as Cybertruck for the panels as it is completely angular with no curves. Probably why Elon referred to it as the Cybercab. Speculating, but I could...

Pretty good endorsement of FSD by Boris Johnson. https://www.dailymail.co.uk/debate/article-13430805/BORIS-JOHNSON-Tesla-ride-wife-baby-hair-raising-roads-Los-Angeles-convinced-driverless-cars-future.html

Prices going the right direction. I hope they are working on a battery that will get the tax credit for the RWD and LR.

Now into the category of every vote counts. Had no idea you could vote your shares held in these Vanguard funds. It looks like both the mutual funds and ETF's. https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/expanding-proxy-voting-choice.html

Probably a good realistic analysis/summary of where we are with the 4680 cells. I can't find the original article that Jordon is referencing.

Curious if this was financed by Tesla directly or did they direct you to a partner bank?

Almost all auto up including LCID +13%, RIVN +11%. At first I thought it was the 100% Chinese auto tariffs Biden is planning to impose but even NIO is up 12%.

It already somewhat exists but the mods control based on input from others.....but last post added in January. https://teslamotorsclub.com/tmc/threads/moderators-choice-posts-of-particular-merit.140611/

From the pictures in Elon's biography. https://www.teslarati.com/tesla-robotaxi-concept-musk-biography-photo/

Exactly. Someone that would have had a 10% rate due to bad credit will have a buy down to 5-6% rate. As well the credit risk stays with the bank and is not with Tesla if the buyer defaults.

It's not that hard to model. Tesla would have to upfront the bank about $1300 for every $10K financed to buy down the loan rate from 7% to 1% assuming a 5 year term.

They just subsidize the loans through partner banks, and yes you likely need good credit. Does not mean Tesla is holding the debt.

I will let you guys interpret what this means.

I think it's related to the UWB phone key support which is only on updated S/X and new model 3. I understand this gives the vehicle a better understanding of your actual location...

Wow. All because Elon reposted a tweet from Alexandra Merz. I think we are seeing more of these recently.... https://www.sec.gov/Archives/edgar/data/1318605/000110465924059916/tm2413800d3_defa14a.htm

Assume this was part of Drew B's role in the past.

Yeap, and likely most of this is not even on Uber's income. Driver's regularly set up this up directly with passengers once they know them. I have even had them offer direct contact for the return trip from the airport. I am sure Uber discourages but there is not much they can...

Pretty good read on auto in China and how competitive the Chinese EV's have become. One mention of Tesla stating the Model Y needs an update. https://insideevs.com/features/719015/china-is-ahead-of-west/

This is different. Schwab bought TD Ameritrade a while back and the accounts are being transferred to Schwab. I had one account move last September, I understand the last transition of accounts is this weekend. I have 2 more moving this weekend. My advice is to set up a Schwab...

Interesting. Could this all go 3rd party with Tesla selling the equipment. Elon said they were targeting 10% net but I have my doubts they were actually achieving this. Maybe decided to give up because unless you want to go in to the convenience store business it is probably difficult...

As a long time member I tend to agree. I sometimes find the noise interesting and I manage to get through the posts. I don't post too often but do like to contribute when I think I can add value or new information. If I could not contribute, not sure I would follow the forum.

It was a theoretical in the future question. But Ajit (Buffet's eventual replacement) commented that Tesla was seeing lower frequency with higher costs due to the cost of repairing complex cars. Not sure if he was speculating or commenting from the data they must have from Geico.

Insurance is regulated and competitive. If losses go down they will be forced by regulators and competitive pressures to lower rates. Assuming a fixed margin the profit will decline.

Warren Buffet commenting on potential insurance impact with reduced accidents with Tesla's FSD. "Reduction in accidents is good for society but bad for insurance companies." Then Ajit mentions that currently less accidents but higher repair costs due to the equipment on the car.

OT but kind of funny if you have been following the CT frunk cutting vegetables. Turns out each closing of the trunk without latching increases the force. YouTuber almost cut his finger off repeatedly using without latching. A representative from Tesla finally jumped in and explained what's...

I am confused. Negative for GAAP and non-GAAP?

I tend to think of it in a simple way. 1 robotaxi = 5 personal cars from a mileage perspective. If you can build 1 Robotaxi that can drive the equivalent of 5 personal cars it's one of the quickest ways to accelerate the transition. We don't need 80-100 million cars produced per year...

Some more evidence Dojo is moving forward. Confirmed production at TSMC. https://spectrum.ieee.org/tsmc-advanced-packaging

Details by broker from Sawyer Merritt. Bottom line depends on the broker. I would give it a few days...I don't have an email yet.

If you drive where I drive, better than a human is not that difficult:-).

Ok, but 60% of my current auto policy is for the collision and property damage. Wouldn't this risk be greatly reduced with FSD as most of this is non-injury fender benders. I think you are saying the liability will rise for accidents with major injury and death?

Elon comment on on the Ron B. interview.

They don't break out the profitability of different car lines. They have even clouded deliveries by mixing with S & X.

For the weekend, some Tesla history.

Picture from X and comment from Elon.

Gary's fund is call the "Future Fund". He does analytics like a value investor and does not seem to understand the "Future" could be wildly different depending on success and execution of Tesla on several fronts. (FSD, Robotaxi, Optimus, Energy etc.) Like many here have stated TSLA is an...

Here is the linked in post from the Advisor to the Swedish Transport Admin.

Surprised this is happening so soon. Let see how long it takes for approval/deployment.

Yeah. $51M cash after taxes and still over $10M in Tesla stock ( based on Mongo's post.) He's early 40's. No matter how it ended he should not be upset.

Yes these are shares, not options. He could have voted them even if still employed. I think only Elon and Kimball excluded themselves from the last comp package vote. I assume this one is similar.

He still holds $5M+ worth of shares. Last form 4 for Drew B. https://www.sec.gov/Archives/edgar/data/1790565/000179056524000003/xslF345X05/edgardoc.xml

Here is the original report if you don't mind a long read. Lots of good charts showing penetration in different countries. https://iea.blob.core.windows.net/assets/4b9758a7-543c-4c6a-b749-f53deffc5c4b/GlobalEVOutlook2024.pdf