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Short answer: yes.

A propos... where is @Artful Dodger ? I see now that @Kruggerand name doesn't turn blue... were they banned and then deleted their account?

Well, the role would be very important. Something related to AI or internet or green economy or space sure.... But not border security: what expert insight could he possibly have? Elon says many things on X but of you look closely you can actually say where he's knowedgable. Politically he's...

Will they abstain for the Texas vote too? Why?

Elon has stated this many times. You know how he cut things with an hatchet: he's saying that if we continue the current energetic transition the rest will take care of itself. He doesn't like panic, nor radical environmentalism because for him it's detrimental to humanity. He thinks current...

This is not the first time I hear someone say someone phoned him. Check on Reddit, there is the chance that is legit.

Yes. Around 60%? I don't remember. Mmm, there were and there will be institutions that will vote No, and suggest to vote No. Uncle Leo voted No with his 27 millions shares. Morale is very low outside here, go check on X. This time will be a much closer call.

At the moment we don't know if a secret sauce is even possible. Right now we know for sure that self-driving is partially possible in two ways: the way Waymo does, with conditions and geofences and lidar and HD maps and the occasional remote takeover, and the way Tesla does, with billions of...

Mmmm. Things don't happen in a vacuum: 2023 was very very good, but 2024 has been a bloodbath so far for kinda everyone in the EV world. How is BYD doing, in EVs? How are the Americans or Europeans? From what I've seen, market is tight for everyone. Meanwhile, Tesla Energy is guided to grow...

As of now, xAI and Tesla AI are quite different. The first deals in text (X as input and Grok as output), the second in video and movement in the space (video as I and FSD and Optimus as O). But right now there's no need to conflate the two, Elon wants freedom to operate with LLMs and Tesla...

First months of production of a revolutionary product like the CT is not the best moment to buy for "reasonable" buyers, who wants a good price/value ratio. I'm sure the first Rivians out of the factory were the most expensive models too.

I have no doubt about that. If he wasn't the CEO and majority shareholder.... which he is, so he gave himself some slack. But there should be no doubt that the problem has been Twitter: Musk accomplished what he did while being the CEO of SpaceX, and then BoringCo and Neuralink and for a time...

Elon compensation and Texas aside, are there good infos about the other proposals vote? I don't have a clear idea on them.

Maybe it's me but this sounds great: this means that Tesla will get more than 8% of the whole Semi US market!😂😂 It will be quicker to disrupt than I thought!

Other 50 Semis to Pepsi is bullish, we have now 1.5 years of testing. They can't come soon enough.

I have mixed feelings with Kimball. He seems a nice dude, not the smartest tool in the brunch but I kinda like him. His biggest asset would be not ti fear his Brother tho: Elon Is probably intimidating for everyone, but Kimbal knows him best. Otoh, I don't see him as having much Influencer lately.

Re bikes, Boryana Straubel, JB's wife, died while biking in 2015. So I have no doubt FSD will be a net improvement in safety for cyclists. (funny enough, she was employed by the now CEO of NPR, Katherine Maher, at the time head of the Wikimedia Foundation. I probably even met Boryana at some...

In Italy you can buy it up to 13k€ with incentives.

They male Electric motorcycles near my hometown too: Energica Motor Company – The italian electric motorcycle manufacturer

I'm just guessing, but Elon is definitely not rich enough to just leave Tesla be. His big dream is Mars, and for that he'll need billions and billions, and probably Optimus. Would you just step out butthurt or fight with an appeal the first decision and meanwhile make your millions shares...

If Elon is not actually trying to persuade/talk with big investors, I see few chances. Uncle Leo is probably voting "no", and why should Vanguard or Norges Bank vote "yes" this time? The point is: what will be the consequences? I don't see Elon quitting (too much at stake) but I wonder.

Well...

The FUD is getting to me about the victory of the "No" for the comp plan. What do we think it will happen, if this is the case? I don't see Elon quitting - why would he, with all his stocks? I tho see the SP suffer quite a lot for a while. But, again, each and everyone of my short-term...

April 2024 was just <200 cars shy from April 2023. Some countries are stepping up, but the big 3 are declining: Germany, France and UK are down roughly 12k cars in the first 4 months of 2024, YoY. This means that it's like we lost a whole quarter of UK or France. So there are reasons to be...

I used Twitter personally and professionally even before and, while software-side ive seen improvements, Elon antics drive a way a huge part of interesting people. The Blue check is now definetely worse, not useful at all. Before It was not perfect, but right now Is ridicolous. Bots and spam are...

I totally agree, but... how can he - a really, really smart person - be oblivious to the fact that without a communication/PR department, him as the only "source of truth" regarding Tesla this style of communication causes issues? I mean, it's days the whole EV world is worried about...

These are indeed uncertain times. Elon himself fuels the uncertainty, and I agree with many here that his public persona has alienated so much of Tesla original constituency (the progressive/environmental/Californian people who bought into Tesla and TSLA) that right now, in this "down" moment...

From the Washington Post (sorry, political but I think quite important) https://www.washingtonpost.com/politics/2024/05/09/trump-oil-industry-campaign-money/

I see someone has read his Girard... ;-)

Not the best way to get your votes for a multibillion stock package...

Temporary ban? It happens to the best of us (like me, at least two times :D)

You know why? Buffet knows the power of silence ;-) He's cunning like a fox.

This. Also, it's quite tricky to discriminate between subsidies and tax cuts, incentives for gas cars, etc. There are a million levers, small and big, which lobbies used for incentivising the fossil fuel industry.

/rant Generally, also, I feel that Tesla is losing a lot of credibility "politically" on the left/environmentalism. Especially in Europe. This is not only by association to Musk political commentary, although that was and still is a major factor. People see that Tesla new vehicle is the...

Sad indeed. Commenters on Twitter say that Germany has no incentives now, and generally bad discourse - culturally, politically - against EVs. Legacy auto lobbies are winning for the time being.

CT in Italy.

It depends which broker you have. With Fineco, you need to contact them and ask them, the whole process costs ~80€.

He is but I recall an attack to @piloly a few months ago, and he was wrong. They are a bit on the sensationalistic side.

FWIW, right now, Europe sales are either on par with 2023 or slightly better. I mean YoY over four months. We'll see what happens with UK and Germany, those will "disappoint", the question is how much.

I agree there will be ownership for quite some time. Maybe, as we previously discussed, the "second car" could be avoided... I mean, if every day I go to work and then send the car home to my wife, society gets more traffic, but one less car built. Sustainability-wise, not sure is a great idea...

What does Grok know? He's he up to date to the latest news? I would never trust it for these questions.

Great article, thanks. I tried to deep dive but I didn't find a more up-to-date article about BESS industry... That was from 30 october 23 and took into account only Q1 and Q2. It would be nice to get a more accurate and up-to-date portrait of the BESS landscape.

I tend to agree with @nativewolf sentiment but here I disagree: Tesla never wanted to do the cell themselves from scratch. They always tried to do the next layer of the product, both software and hardware, both in auto and storage. The bought cells, and from there got modules, packs and then the...

Now this would be a fantastic use of capital for Tesla. Buy them all.

I know. What can I say, I am bummed but I've not lost all hope on the Semi. The surely go much slower than anticipated, even at 100 per week I'd be happy. But this what they said in the call: So, we're finalizing the engineering of semi to enable like a super cost-effective high-volume...

can you imagine Semi at 1000 per week? it would be *glorious*.

Piloly is the best chartist out there. If youre on X give him some love.

I've seen a few new Volvos in Italy too. Good for the mission if it's good, one less ICE SUV sold. But I'd wait a few quarters to see how it plays out in terms of numbers and demand.

Yesterday I was there (in the center), walking on the sidewalk, a blue Model 3 was stuck in traffic. Half a minute later, I turn and a blue Model 3 is parked, and another one was turning right at the end of the road... I thought I was tripping, but there were three of them! Milan is the most...

I'll believe carbon-neutral synthetic fuels when I see them. Not only production, but distribution and actual usage in normal cars. It's a possibility, but it's the carbon-neutral part that's hard. EVs are very simple and very easy to understand: zero emissions, as clean as the electricity...