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Has anyone been able to vote IBKR shares? I got emails from my other brokerages but not IBKR...

FYI to have mobile service show up as an option for service appointments, make sure you only check the box for “low voltage battery” and not the 69 other alerts that will force you into service center appointment.

Losing steering at highway speeds is a very big deal. Enough so that the Cybertruck has dual redundant steering actuators and will tell you to pull over immediately if one fails. Maybe applying differential braking could be a partial solution? Anyway this was not meant to be a bearish post...

Thank you. I would definitely use the “get help” button, don’t know why it’s not showing up. BTW my WiFi and phone pairing issue resolved itself on its own, but my 4th powerwall still disappears.

Random thought: I really don’t think FSD will enable the current S3XY fleet to become robotaxis. FSD is showing great progress but SEXY have no electronic steering redundancy. The redundancy is just the driver taking over. It could be that the Cybertruck is the first viable robotaxi because...

Am I supposed to have a “get help” or “schedule service” button?

I just got PTO for my system (solar, 3x inverters, 4x powerwalls) and I’m having some weird issues - I have 4x powerwalls but the app intermittently shows only 3x - When the app is showing 3x powerwalls the home’s energy consumption can be wildly off - In the app, under settings>wifi there is a...

Cybertruck range = closing stock price 😁

I would bet this is true, Elon has tweeted this about Tesla music volume going to 11. So expect 325mi range. https://x.com/elonmusk/status/1313258373031309312?s=46&t=2IHyuGb0eaevgGCCKEOOog

According to the rumor mill, Cybertruck will have bi-directional charging. If true, I assume it will interface directly with PW3? https://x.com/matthewdr/status/1709653623976972341?s=46&t=2IHyuGb0eaevgGCCKEOOog

Good point. What’s the leading theory on why the LR went away for so long if not for structural redesign?

My assumption was the new 3LR will have castings and that’s why it was unavailable for a while. Elon said they eventually want to do castings for the Model 3.

Could the LR3 be using structural pack with made in Japan 4680’s? Panasonic’s new factory was supposed to be up and running soon. Could explain the $3750 tax credit, weight and range.

It’s the Kleenex effect. Tesla is dominating BEV sales to the point where people say Tesla instead of BEV.

Crazy economies of scale are exactly what Austin and Berlin were designed for. They should be able to produce 3&Y much cheaper than Fremont. Raw materials prices are coming back down. Elon has mentioned this in his tweets several times. A lot of the cars delivered in Q3 with 28% margins...

Not with a big COGS decrease.

Legacy auto is screwed. ICE price advantage is gone before they’ve ramped their BEV lines. Model Y was already on track to be the best selling car in the world, now it’s pretty much guaranteed.

Ridiculous that Tesla is showing price after potential gas savings but not the tax credit. This is from a 7-seat Model Y.

I must have missed this. Where/how was nickel cathode confirmed?

And an opportunity for those who see through the bs.

I’m surprised M3LR orders aren’t open yet. Still says available is 2023.

I’m super impressed with how easy it was to set up Apple Music with the new update. Car displays QR code, scan with camera, enter apple password and car is signed in. This is super bullish for me, especially after reading a lot of FUD about Tesla not having a software advantage, etc. I think...

1000hp should be converted to turtle power for consistency.

Idra 9000 ton press just started delivery today (probably)

Felt more unsafe than a gas station? Yes I have to plan my charging stops carefully, but I’ve never seen anyone robbing the cashier, had my credit card skimmed, or seen a fuel leak/fire/explosion at a supercharger. Stupid article.

Uncle Leo is buying

New Tesla & Chill blanket in the Tesla shop. Q4 revenue secured.

Elon found so much loose change in his friends couches that he doesn’t need to sell any more TSLA shares.

Elon liked this tweet this morning.

Which will have a bigger effect on the stock price tomorrow: Twitter overhang or share buyback overhang?

That interior is awful. But I’m pretty sure every Rolls Royce interior is custom order. Hopefully no real customers have taste that bad.

Has anyone discussed the effect Typhoon Mufia had on end of quarter deliveries? Is it possible with Shanghai ports being closed the second week of September that a bunch of cars got stuck waiting for the typhoon to pass or the ports & shipping lanes to reopen? Even if a single RORO was delayed a...

Apparently GM is getting into the stationary storage business. Hopefully they have their battery fires figured out. Can’t just tell customers to “park it outside” like the Bolt.

So we know the drop Monday wasn’t from Elon selling. Could it have been Larry Ellison selling to commit additional funds to Twitter? He’s not on the board anymore and owns < 5% so he wouldn’t have to file a form 4 or 13D with the SEC. Back on 4/20, he was open to Elons recommendation on how...

It’s possible that it’s not the water itself that damaged the batteries, but debris in the water, getting dragged over rocks, etc. And then thermal runaway couldn’t start until the water receded.

A more likely outcome is Elon buys Twitter and purges it of propaganda bots and the echo chamber algorithm. A world with less polarizing propaganda would be more peaceful.

That was pretty much Elon’s point. Somehow it got twisted into “Elon supports Russia” by toxic Twitter.

I am in the same boat, and I suspect they will continue to let people delay because they will most likely deliver that car to someone who bought after the price increases, which will increase revenue for Q4.

I don’t understand why people are disappointed in the numbers. ~20% growth compared to 1Q22.

My biggest concern with Tesla’s AI is the lack of self-learning. Every improvement has to be trained on a neural net and pushed in a software update. When FSD beta does something stupid, I can’t give it real time feedback and say “don’t drive in the cross hatch area, it’s not a lane.” I can...

Arizona has been awarded money from the infrastructure bill to build EV chargers on highways. They are doing town hall meetings this fall and getting bids for construction spring of ‘23. I expect Tesla will be very competitive in the bidding with its prefabricated supercharger concept. The...

Someone on twitter is claiming there is a government incentive starting on 10/1 so people are trying to delay their deliveries, and Tesla is offering incentives to not delay. First I’ve heard of a new China incentive.

Elon is not a self made billionaire. His family provided him food and water throughout his childhood. He used microchips that someone else invented to execute the code for his software startup. All the raw materials he uses to make cars came from an ancient star collapse. I only respect...

He is not wrong that we need cleaner grid energy or better charging infrastructure. He’s wrong when he says “there is a specific sequence that we need to respect.” His specific sequence is cleaner grid first, then charging infrastructure, then start development of EV models. The existence of...

Stellantis is doomed. The CEO wants 30 years lead time to make sure the grid and charging infrastructure is in place before starting to work on EVs. Is this the competition that is coming?

Yes, compared to an average human I would say Teslas have much better peripheral vision but worse focal vision.

One huge difference between Tesla’s cameras and human vision is humans have the ability to focus our vision and brainpower in the highest threat direction. I wonder if Tesla will begin trying to focus its processing power in different areas depending on driving conditions.

The creep wall gives me confidence the car isn’t going to dart into traffic. But the car needs to creep a little slower to give oncoming traffic the same confidence. I have a lot of disengagements to not annoy other traffic.