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Elon going hard core on loyalty ,

According to Grok Based on the information provided, it appears that Tesla is in talks with the South Korean government to bring its Full Self Driving (FSD) system to the country. A safety driver program meeting with the Korean Road Traffic Authority was planned but then canceled by Tesla...

FSD heading for Korea (south ) ??

Thanks for your thoughts on FSD It would be great to get @Discoducky response . I see he noted that he had 12 days of no critical disengagements and is ex Tesla’s FSD team

FSD trials available in China ???

China to get FSD subscription

Re NHTSA Press Interesting summary : Tesla agree that there is an issue to recall at the end of the year in 2023 their FSD software , on autopilot they added additional nags and now some of what they presented to Tesla is being published. NHTSA now : are saying they're going to monitor...

There was positive free cash flow for the quarter from operations $250m before capex 0f $2.5b Adjusted EBITDA of $3.3 b

Listen to the call Tesla said very easy to add cameras and computers to other brands cars , time it takes other manufacturers to design and build vehicle to incorporate these features Eg Sign HOA this year for licensing , 3 years for new car to be released featuring it by other manufacturer

For the Tesla app it will be available to all Tesla owners to put their car in the system or out frequently should clarify is that Tesla will be operating the fleet 16:29 um so you can think of like how Tesla um think of Tesla like I know some 16:35 combination of Airbnb and Uber...

Grok to Tesla’s

Re S & X Pricing. Drops of 30 % over last two years and still no RHD versions ?

Some news for 30 % plus of the market

For a more detailed approach to 12.3.4 vs prior I suggest you look here . The guy is an Uber driver 49 trips on latest version 90 % to critical DE same as 12.3.3 https://www.teslafsdtracker.com/CYBRLFT

Elon in India

Interesting take from head of NVDA robotics team

Looks Ike FSD training is heating up

Tesla mentioned the need for approximately 6 billion miles of training data for their Full Self-Driving (FSD) system in 2022. This estimate was discussed in various sources, including NextBigFuture.com and other web snippets, highlighting the importance of this extensive data for achieving a...

Elon has been quoted as saying FSD complete will need at least 6 B miles of training Grok Yes, Tesla's Full Self-Driving (FSD) system requires extensive training data to improve its performance and safety. The company has been gathering data from its fleet of vehicles, which has collectively...

I wonder how far away this is ……..2024 ? https://www.teslarati.com/elon-musk-starlink-ipo-retail-investors-update/

So the market might be 3 b people not 8 b , is that what you are saying ?

FSD Deals FSD licensing 1. Allow OEM to integrate it into any car for free or at cost. Car owner pays for FSD license 2. Active safety & basics comes free 3. Leverage Supercharger deals. Offer same pricing as Tesla cars for EVs that integrate FSD hardware & share data Musk on X says happy...

Regarding FSD Ashoks latest statement about solving the trolley problem , refers to conflicting risks when making decisions while driving In the context of Full Self-Driving (FSD) technology, the "trolley problem" could refer to a difficult decision that an autonomous vehicle's AI system might...

Elon about AI engineer retention And if you think FSD licensing might be possible , your not the only one

Could an enhanced Starlink with ground stations and laser connections compete with Telecos in 3years for cellular service worldwide ?

In NZ there is another plan @grok Yes, there is another plan called "Starlink Basic Access" which is a deprioritized service plan. This plan is intended for customers who exceed their monthly Priority Access data limit. Under the Basic Access plan, customers will experience reduced...

Re FSD pricing options It is interesting to note Starlink has a number of pricing plans available to consumer users which have changed dramatically as the product has developed 1 Basic plan for homeowner 2 Throttled plan approx 50 % of 1 above 3 Mobile plan for coastal boaties / mobile homes...

Alll US cars capable of FSD to get one month free trial

Looks like a bit more thought has been put in. : one months free FSD on all purchases

China numbers

Starship test flight 15 March no 3

I am not a follower of this guy “ Redlich “, but his commentary concerning the past results of management are worth viewing before Investing in this company I note on twitter Brett … has blocked Relich

A very informative article by Warren Relich This guy is a serial founder , Archer Aviation which has failed to deliver since IPO , stock price halved His management team are not engineers , just smooth talkers and 90 % Archer Aviation departures , he might be similar to Trevor M….

Spacex does first cell to satellite , and ground station text message on twitter

I just watched a YouTube video Brighter with Herbert interviewing Dan Ives , Wedbush analyst commenting on January Tesla reporting I think he has a good summary of why the share price has languished since My summary of his comments Elon is a superb visionary and essential to guide the...

Optimist Learning speed 4 months from sorting block learning May ,2023 to automonous in September,2023 How long for automonous shirt folding ? 1 month ?

good to see some positive stuff from Rohan Had a back and forth on Friday night with @elonmusk about a large AI data center investment he decided to approve, which he has been tracking closely for many months. Hard to imagine a CEO more involved in the most important details of their company...

Another hit job , they are desperate MSM shooting themselves in the foot Cancelled my subscription again !!! https://www.wsj.com/business/elon-musk-illegal-drugs-e826a9e1?mod=business_lead_story

FSD 12.1 positive signs rolling out to more employees , be aware that we are always get news here a few hours before you , :)

Is he now likely to face a class action lawsuit from shareholders to take those gains away from him ?

Getting a bit ahead of the game for 2024 , which G Black and others are expecting low growth I believe could be a massive year for the stock price Earning rise maybe slow , but margin via FSD , and growth potential Optimus could increase share price FSD 12. Jan / Feb Cybertruck ramp Gen 2...

Re Optimus 2 comments on “X “ ex Scott Walter , good video with Herbert Ong https://www.youtube.com/live/nW2Jy6_d6wY?si=A0SqxQL5VeFHvKbX It is “branded “ suggesting production ready Musk has earlier said “production ready November “ So , we may be seeing the first model optimist to go into...

Also we dont understand the financial implications of cellphone worldwide connection . What is the TAM for that , revenue ?additional costs ? Especially when fixed costs are already covered

My understanding it is a $170b valuation , no more details

Just been offered more shares in Spacex at $95 per share

FSD V 12 two weeks ??? https://x.com/elonmusk/status/1723852174818471956?s=61

30 % of the S & X market disappeared when Tesla stopped offering RHD vehicles

Starlink adds another 500k subscribers , now 2m plus https://x.com/starlink/status/1705695980325323023?s=61