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  1. M

    Older Version 3 Wall Connector works with Powershare and any version of Powerwall

    In that situation, Cybertruck acts like a additional solar inverter that is only active off grid. Communication can be WiFi just like PW-WC is now for power reporting.
  2. M

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

    A module requires many things: Tesla: Someone to create the schematic Someone to create the layout Someone to create the software Not Tesla Someone to create the physical PCB Someone to assemble the components onto the PCB Tesla? Someone to assemble the populated PCB into the housing Not...
  3. M

    Wiki Selling TSLA Options - Be the House

    No, it didn't. The SEC, however, tanked the stock by filing a suit against Musk after hours on a Thursday.
  4. M

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

    Anecdotes != data, but we are... Trip to Canaveral for Falcon Heavy launch took most of two days in an ICE vehicle with iron bladders. Model X at the time would have been three days with reasonable hours/day of driving. FSD would get it closer to just over a day. Major cost savings versus...
  5. M

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

    The ability to wake up 700 miles from where you fell asleep without needing a plane/ train/ bus ticket would do wonders for tourism. More than 700 if you consider early/ late drowsy period. We'd use 3 drivers to cannonball from Michigan to Florida for vacation. Worked, but hurt a bit.
  6. M

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

    Elon is at 14.3% once the 2018 is backed out. 411,062,076÷(3,184,519,865 −303,960,630) 22.5% with it before sales for basis and taxes. 715,022,706÷(3,184,519,865) SC 13G/A
  7. M

    Tax credit 2024 [The tax credit discussion thread]

    By wash you mean starting a new loan at the same payment? It gets you a new better car with fresh warranty so the main (only?) downside is continuing payments in a few years instead of having a paid off car.
  8. M

    Tax credit 2024 [The tax credit discussion thread]

    You sure are. Only limits on new car clean vehicle credits is two point of sale per taxpayer per year (married can get four combined per year). Can do multiple point of sale and some end of year, but that taps out on tax liability.
  9. M

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

    At the meeting (unofficial tally based on most votes being cast ahead of time) So June 13th.
  10. M

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

    Elon had to sell to cover the basis and taxes on the execution of his 2012 compensation plan.
  11. M

    Tax credit 2024 [The tax credit discussion thread]

    Keep in mind that is a tax year 2023 form. The form you recieved may have been this: For 2024, a time of sale credit is only given after Treasury/ IRS has approved the sellers submission via the portal. After that, the only way to be disqualified is to be over the MAGI limits for both the...
  12. M

    Tax credit 2024 [The tax credit discussion thread]

    You as a taxpayer don't submit the 15400, you use the data it has to fill out your firms. Though I'm not sure how much is needed now, with the new portal, IRS can cross reference off your SSN and VIN and the 2024 forms may reflect that.
  13. M

    Tax credit 2024 [The tax credit discussion thread]

    Did the form Tesla gave you have the required information that they report to the IRS on form 15400 (Clean Vehicle Seller Report)?
  14. M

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

    Like you mentioned, US centric.
  15. M

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

    Fair? How can that be a fair argument? Buying a company/ shares thereof means also acknowledging its obligations. The fact that there was an already vested compensation plan did not dissuade them from purchasing the stock, but now they refuse to honor that agreement? Nothing fair about that...
  16. M

    SpaceX vs. Everyone - ULA, NG, Boeing, Lockheed, etc.

    Oh, yup! Getting further away by the hour!
  17. M

    SpaceX vs. Everyone - ULA, NG, Boeing, Lockheed, etc.

    Two and a half years from now "These 25 launches, Calvelli notes, are due to be completed by the end of 2027." So one a monthish.
  18. M

    Tax credit 2024 [The tax credit discussion thread]

    $7,500 extra down-payment (unless you request it back as cash), no impact on your taxes other than needing to file an additional form.
  19. M

    Older Version 3 Wall Connector works with Powershare and any version of Powerwall

    Yes to auto transformer, Powershare UWC backfeeds low voltage to Gateway for dark startup.
  20. M

    Tax credit 2024 [The tax credit discussion thread]

    Should be original amount. $7,500 acts like additional down payment.
  21. M

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

    Well, he has shared the core message before...
  22. M

    Boring Company

    Boring wasn't chosen last year, but a bunch of data in Volume 3. https://www.sanjoseca.gov/home/showpublisheddocument/96820/638180158511170000
  23. M

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

    It's also important to remember that Cd is only one factor in the aero drag formula: Cd*front_crossectional_area*(v²*1/2*fluidDensity) A 10% lower Cd is negated by a 10% taller or wider (or 5% taller and wider) crossection. (Speaking in generalities, Cybertruck and R1T are fairly similar in...
  24. M

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

    This is the investing-in-Tesla thread, not the make-the-most-money-in-random-stock thread. FSD, Optimus, Cybertruck, new lower cost models, robotaxi, Megapack expansion are all positives to look forward to regardless of transitory (up or down) stock price.
  25. M

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

    I take it you are not in Michigan nor travel through it...
  26. M

    Wiki Selling TSLA Options - Be the House

    High jobless numbers mean good interest rate outlook?
  27. M

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

    It's a law here, driving is not a basic freedom (see also driver's license requirements). As to enforcement, no jail time, just $$$.
  28. M

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

    From his post: "The recent layoffs that are rocking the company and its morale have thrown this harmony out of balance and it’s hard to see the long-game." Nothing stated about Supercharging layoffs specifically. I get Rich's sentiment, but the added implication of one group as the catalyst is...
  29. M

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

    Could it not instead mean that the NN + interior camera* are now sufficient to determine driver attention (which was the reason for wheel torque sensing)? Either it's officially Level-whatever-doesn't-require-attention-monitoring-for-safety/-NHTSA-satisfaction, or the monitoring does not...
  30. M

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

    Kick a normal car's door, kick Cybertruck's: exoskeleton. They never said monocoque construction. Though some pieces are not stressed, Frans or Lars said the rear sails add 20% to torsional ridgity. Body on frame? Please circle the body verses frame pieces: There is no redundancy...
  31. M

    Wiki Super Heavy/Starship - General Development Discussion

    Ok, in the style of H2G2, "it's mostly mobile"
  32. M

    Wiki Super Heavy/Starship - General Development Discussion

    That is the Massey stand, it's mobile.
  33. M

    Autonomous Car Progress

    In a vehicle friendly form factor with limited collection time/ distance along direction of travel?
  34. M

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

    Ground truthing the vision system should not be region dependent though (unless there is some seriously strange road surface). Plus, Elon's post indicates that use case mat have been eliminated. It's remotely possible they are for purpose built multiperson Boring Company vehicles (developed...
  35. M

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

    Regarding the lidar purchase Might be for manufacturing. Lidar is popular for autonomous guided carts in manufacturing for collision avoidance. With the new tunnel(s) going in, they might prefer a higher performance sensor package than standard 2D types, especially with the 17 degree tunnel...
  36. M

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

    Could be a couple things: The inference based validation which run the NN against all test data. Twice as many tests take twice as long unless you double the hardware. And using vehicle FSD computers means approximately real time testing. For example: 1 million 15 second clips = 4,200 hours =...
  37. M

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

    I hope it's better than their pack video... The power conversion system and EVSE negotiate incoming power before it is supplied. It doesn't recieve AC/DC and then react. Wade mode does not take 30 minutes to start up. It lasts for up to 30 minutes. (Reportedly takes 10 to start, but that seems...
  38. M

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

    Sure, over all of Tesla it was 1 in 10. However, the post was in response to its use referring specifically to the 500 person cut in Supercharging. Unless you think that group had 5,000 people initially...
  39. M

    ALL CyberTruck discussion

    Foundation now has tactical grey interior and 20" rim options. New wheels boost range to 340 AWD 320 Beast.
  40. M

    Towing Experience with Model Y

    Can you post photos of the damage?
  41. M

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

    My point is that there is no need to defend phrasing when the base premise supports the stricter interpretation. It was presented as a single drive because it was a single drive. If it was presented as a repeatable drive, that would be potentially* misleading. Presentation as a universal...
  42. M

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

    This again??? It's called testing. Most of the miles were in October, but not all... Incorrect. If that were the case why were there zero disengagements in November? For the released drive, they didn't intervene. Were a safety driver not legally required, they could have aborted from the...
  43. M

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

    Tesla's update is great, under normal usage conditions. Repeatedly requesting the frunk to close indicates it is safe to do so and the vehicle uses greater force each consecutive attempt. Blocking it repeatedly and then changing the blocking object is not normal behavior. Just like holding the...
  44. M

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

    Right, Troy basically confirmed his statement posted on this thread was incorrect. Other statements afterward may be less so, but those have not been entered into the discussion...
  45. M

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

    Troy saying "you can see that every move the Optimus Robot makes is controlled by a human." is 100% contradicted by "this is fully autonomous (no human in the loop anywhere)"
  46. M

    Top Gear Cybertruck off road test

    What a coincidence! I was looking at their web site today and wondering that myself. Would be a lot simpler if we could do rear mounted like non-seatbelt vehicles, then just use hitch receiver... Maybe clamp/bolt onto the front right recovery hook. Flag bolted to two plates that sandwich the U...
  47. M

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

    In terms of less cars being ineligible next year, yes. However, it does not make additional vehicles eligible this year. (As I understand it)