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Not an expert but I would also think an aging fleet ages out of its warranties as well, so actually broken parts actually means revenue, not costs.

Yet management has recently been positing they can increase Fremont production rate. Elon said +50%. Not sure about that but I would assume at some point we will be raising our expectations of Fremont capacity, supply chain aside.

Tesla stopped using BTC for transaction and now only holds the asset AFAIK. I'm definitely not takin a hard stance here. There is definitely a coal plant in my area (Finger Lakes Region NY) that is being run more than it should due to BTC mining. I would not be upset at all if Tesla sold their...

I agree its wrong to constrain management in this way. I believe that all transitions are 'noisy' but it seems like the hope is that long-term BTC mining could provide supplemental income for solar when excess energy is produced. This seems unreasonable now but if you trust the likes of Tony...

How does everyone see Berlin/Austin expanding? What are the outputs of those sites in 2030? It seems like they each have a current capacity of 0.5M and they could 4x the factory space for 2M-4M each, annual. Si?

Performance model will be the most 'stiff' due to small sidewall. Not sure if the suspension is different. These are sport cars before luxury cars.

Same issue here. Completely intermittent with no apparent commonality between the instances. Even during the same drive Autosteer will work perfectly and then do the herky jerky many many miles later. Seems like a firmware issue since the car perceives that it is off-center and bouncing around -...