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But do they for this product? Cybertruck is so very new. Who bought a high visibility Cybertruck to ship to Russia already? Wouldn't they be asking for trouble, with something that unmistakable? Exactly how many Armenian names are on the Foundation Series reservation list? Sorry, this isn't...

That is quite surprising!!! As best I can tell, that would mean that Tesla is breaking US sanctions law right now! As an investor in Tesla, I am quite concerned that they would be breaking the post-invasion sanction against operating in the Russian transportation sector. Can you send some...

You have Cybertrucks in Russia already! Wow! I thought we were still waiting for them to even go on a tour in Europe, and here you are already buying and driving them? You must have really good importers over there.

That's about the tenth one, according to the article. Makes me think the war is not going as swimmingly for Putin as he would have us believe, nor is Zelensky the pushover he expects us to believe either, or he wouldn't be trying so hard to eliminate him. The guys they caught were Colonels -...

Clarify your use of "missing" 🤣 I kid, I kid! Yes, the always sanguine and occasionally earthy replies from our feline friend have been in short supply. Perhaps a well deserved vacation down the Mountain somewhere?

Gift article from Washington Post: Russia, Remastered Under Putin, a militarized new Russia rises to challenge U.S. and the West https://wapo.st/4dxlWwg Long and interesting, with a number of interviews with current and former Russians. The metaphor of Putin turning Russian society into...

Those two facts are why I cringe anyone uses the word "free" anywhere near the term "market" when talking about energy. Energy isn't a free market, never has been, likely never will be. Pretty sure Tesla is extremely well aware of this and shows evidence of planning accordingly.

Finally! That must be Elon's new title, to be added to Technoking?

I notice that a lot of the comments in the X post about the Feloni say that it's a fraud / joke. I'm also VERY skeptical about firing those bullets from a drone with what I'd think is massive recoil for something necessarily so light. Fire one shot and lose all attitude control! But I admit I...

I would find that mighty premature. Tesla has stated SC development will continue. NACS remains a better solution. Jumping ship a day or two after Tesla has a re-org seems poorly thought out.

Yes - so many nattering nabobs of negativity here!!! My ignore list added to finally as well. I have said it before and I will say it again: Battery glut with massive price reductions this year. US competition has dropped out. Megapacks are still ramping and selling like hotcakes. Tesla : "we...

That's what I think happened here. We already knew Elon was in War Mode with the AI/robotaxi refocus (Demon Mode from the biography, if you will). We don't know, just more speculation, but given that he sent that warning tweet about all managers needing to cut ~10% of their workforce, I...

New Bucc-ees mascot: the CyberBeaver

Agreed that as an investor of any significant amount, you should try FSD v12 firsthand (any end-to-end NN version will do). I made myself let it take over a few times during this free trial month, and was blown away. NOT that it is "robotaxi ready" right now, cause our version ain't yet, but...

I had this same opinion for a while (that FSD, AI, and robots are orthogonal to, or even against the Mission), but for me that opinion is starting to shift. My logic chain: To complete the mission, we need to transition to 100% renewables. One of the most lagging sectors in renewables is...

OK, I can see that, but I have a lot of trouble second guessing any tactic Ukraine uses. Analogous to how many investors criticize Tesla for certain decisions: they (Tesla or Ukraine) have far more information than us, far more timely information than us, and are the ones who face the very real...

We sent it to a country at war, being rained on by dozens of missiles nightly, intended for use in that war, so I am not sure that we expected to get it back? I admit I'm confused by your question. Personally, I'm rather more upset at the people raining all those missiles down on Ukraine...

Indeed. I think there is much food for thought there about the flexible task-learning skills of our squishy primate brains.

This reminds me of a thought I often have about FSD. We are spending billions of dollars ... running cutting edge AI chips ... employing world-leading AI experts ... burning GWh of energy ... toiling for years ... to create a teenage brain that can barely pass the driving test 😆 (I know, I know...

At great risk of taking what was intended as a joke seriously: my understanding is running a gas generator to charge an EV is more efficient (carbon per mile wise) than burning that same amount of gas to drive a combustion engine vehicle. I believe that comparison holds for natural gas and...

But.. we got some new ones, and they look hungry?

That is my understanding as well. Remember, a lot of this $60B is backfill for the US military. It seems that we had a bunch of materiel that we could not part with until this bill passed, but the instant it passed, we could ship this materiel knowing that the funds to backfill it were now...

Absolutely. Aren't the regulatory credits in the billions now? Or mere hundreds of millions? The US government is forcing ICE to donate to Tesla like crazy. What happened to all the analysts who said "regulatory credits will dry up by 2020/21/22"? What is the gross margin on those credits ;)...

Here's a similar thought: when you plug in to Supercharge, you automatically start computing for the duration. Lowers your cost of the charge by X amount. The SC locations will be the network base stations (remote ones might indeed use Starlink). Can be disabled as an option in the car settings.

Thank you for that well fleshed out first-person narrative. Extremely helpful! And to reiterate - BYD has publicly said they will not enter the US market anytime soon. They don't want to be here.

But it is not --- not out there in the FUD world, which is (to a first order approximation) everywhere but here. Folks I have talked to think of Tesla as either unsafe ("autopilot kills emergency workers", "battery fires", etc.) or too cutting edge ("let's see how they are in 2 more years"). The...

I think I remember your predictions from around then. You had some detailed spreadsheets from industry sources IIRC, and indeed were right - Tesla's 4680 rollout / ramp / development has been slower than many of us hoped. Other more experienced battery makers are rolling out that same form...

My take as well. Looks from many reports like there will be massive 2170 supply starting basically now, for at least a couple of years. This also decoupled the Semi launch from 4680 development, reducing at least one element of risk for the Semi project.

I read this as Elon (?) believing that word of mouth is proving the most effective. Perhaps he also believes that the next 3 months of progress in FSD will create enough free buzz in the word of mouth and social media arenas that advertising will be unneeded. I think we here don't put enough...

Agreed. And I think this is one of the most common accidents - I look out for it (being a potential following car in that scenario) as I am going around right turns behind other cars that are looking for openings in traffic. Don't assume the guy in front of you is going to keep moving - or...

It is possible, but in this case, less likely. I could clearly see the oncoming traffic, and I expect I would have accelerated around the turn into my new lane without stopping again, whereas FSD accelerated out, then slowed greatly (honestly not sure if it stopped or not; I _think_ it slowed...

Agreed that ATACMS have proven a huge thorn in Putin's side. I have only seen the vague phrase "long range ATACMS" in regard to this new bill - does anyone know more detail on HOW long range we are talking? IIRC there were several possible ranges for those missiles. Also, @wdolson (or others) is...

In my case, FSD drove a little TOO carefully. I got rear ended this weekend, while waiting for FSD 12.3.4 to decide (in its hesitating, on again off again way) to make a right turn into traffic. The car behind me probably saw my car pull partially into traffic (which it did), then slow/stop...

I agree somewhat ... although I was surprised that a majority of Republicans actually voted against the funding. This is counter to what I understood 6 months ago when this bill was first proposed. There were always enough votes in the overall House, but I actually thought there was a majority...

Also, I think there might be a significant overlap between serious eclipse watchers and Tesla owners, adding to the already unusual traffic load 😆 The more Buc-ees the better though. I have yet to see a place with a business model more suited to Supercharging!

Also, lest us USA folks forget: BYD is not coming to the US market.

This has been a particularly dark "week before earnings" Storm. I too had to expand my Expel list ;) And no, once again this quarter, they cannot have my shares.

And yet.... Software has always been Tesla's main differentiator. People buy Tesla cars because they are iPhones on wheels - that means software. Businesses buy Megapack installations because of Virtual Power Plant technology - that means software. Consumers love their Powerwalls making money...

"I am Spartacus." ;)

Agreed - this now sounds like those times reported in the Isaacson bio where Elon goes into "beast mode", drives ahead, damns the torpedoes, berates and/or fires ANYONE (even those close to him) not 100% producing at the rate he thinks is required or moving in the direction he sees, sleeps at...

I dare say, we have missed your sunny disposition. Glad to see you back, @Artful Dodger ! In this time of perceived company directional change, "dancing with the gal that brung ya'" (trusting Elon, the engineering team, and the vision of folks who have MUCH more data than we do) is welcome right...

I fear you are correct. Despite the Dems offering a backstop to keep Johnson in the speakership if he brings the Ukraine aid up for a vote, he instead decided to go to the home of The Former Guy and kiss the ring again. I see little hope for Ukaine on that front, much to my dismay. Looks like...

Agreed, to an extent. It seems to me that lot of what Tesla has worked on these last 4 years could be applied to any in-house form factor - things like dry battery electrode, synthetic graphite anodes, in-house cathodes of various chemistries, and their production techniques in general, would...

We can hope!

New ad? "Cybertruck: Best in class, with room to grow." I could be a marketer 😂 In wonder if Tesla are hedging multiple bets with that space in the pack. Worst case, a double layer of 2170's and room to spare. 2170's will be available in quantity for quite a while. If thermal management...

Weekend OT Indeed. The Philosopher Cells are in a tizzy these last 24 hours. (I figure if anyone gets that, it is @winfield100 . Best approximation of this forum I've seen...) FWIW drinking coffee right now in a shop where my Y drove me with no interventions. She even parked herself (although...

I would personally like to thank Reuters for creating the conditions necessary for me to finally get off my arse and figure out how to get some shares stuffed into my Roth ... before Wall Street realizes how close autonomous driving is. Although the couch change supply was a bit low, I feel a...

I find that "resources" question interesting too. In the high tech companies I've worked in, it typically meant "engineers" plus maybe "budget". I wonder if Elon means "training (compute) resources", as those have been in tight supply up until recently. The new model (steering wheel or not)...

Correct - that was the original plan, per the biography: build the small car with no steering wheel, Robotaxi all the way. Elon was talked out of it, but most of us have assumed it will be easy to switch from small car + steering (etc) to small car without those things.

I like the idea of licensing FSD for use in EV's at one price, and licensing it to ICE vehicles at an ever-increasing price. In year 1, ICE pay 2x the subscription rate per car that EV's are paying. In year 2, ICE pay 3x the subscription rate of EV's, etc. That way you are saving lives short...