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  1. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This would be so far away from Apple has operated for such a long time, I could never see this happening. If/when Apple ever does produce a car, they will outsource the production but they will tightly control the design and all software aspects. That's how they operate and that is their...
  2. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Huh? Tesla doesn't add FSD to new inventory vehicles. It's just the standard AP that they come with. FSD is a 'software unlock' which can be added by the buyer at time of sale or later if they choose. There used to be a 'discount' for adding it with the sale (8k vs 10k or whatever), but now...
  3. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My 2022 MY doesn't have radar and it's feature parity with my 2018 M3 for all of the FSD things. I wouldn't count it as a 'feature'. Folks that are worried about not 'getting a feature that is available on older vehicles' are worrying too much.
  4. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I agree. It would seem foolish to delay new GF projects in this type of environment. They have cash on hand to fund this expansion, and while rates have risen, they arent THAT high to prevent a bit of borrowing if it were to make sense. And if there is a bit of a recession, by the time the GF...
  5. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'd say based on nothing. If somebody randomly tweeted 'Ford exploring possible purchase of Tesla', would that give it any actual kernel of truth?
  6. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Also things that tend to take time to pan out. The IRA and infrastructure bills have stuff that hopefully will provide value domestically even with the inevetiable amount of cronieism and backroom deals (just keep Brett Favre away from any of it!). Even the antics from the prior administration...
  7. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So the fed can pull the interest rates lever to lessen demand. What can they realistically do to increase supply? At best it would seem they could lower rates to increase investment which eventually hopefully fixes supply, but waaaay down the road.
  8. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Shouldn’t you be feeling 9X better?
  9. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Wait a second: "NHTSA says there have been 130 reported automated driving system crashes from June 2021 to May 15. Waymo, at 62, had the most. It was followed by Transdev Alternative Services at 34, and Cruise at 23 (excluding 16 crashes reported separately by GM)." How could Waymo have any...
  10. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Unless I'm vastly missing something, this new CarPlay stuff is basically just adding ODB2 data and being able to display to multiple screens/form-factors. It still needs the phone, meaning there will still be a crappy legacy UI behind the scenes. It does allow a person to have a more...
  11. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Completely unrelated to Elon's recent twitter messes.... I can't say that I've ever seen it discussed, but it seems like if/when Tesla gets FSD to where it needs to be, a whole new business segment they could dominate would be trucking. As we've seen this year with all of the supply chain...
  12. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think with a fund like ARKK, you can’t track the buy and sells entirely as indicators of conviction. As money is flowing in and out, they have to balance those funds against their allocation in the portfolio. You’d think that with Ark’s Tesla thesis, they would be full on HODL, but when the...
  13. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    How do you know he didnt? They aren't public so - to my knowledge - there are no reporting requirements on him. He could sell every share he has and not report anything.
  14. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So if this Twitter thing goes through, does that mean that Tesla finally has an official PR department again? 😁
  15. S

    Tesla Canceled my Order

    Enable MFA on your account if it isn’t already. That shouldn’t even be considered optional at this point.
  16. S

    November Orders

    Haha! Going for a CyberTruck look 🤣. Orders with FSD, paint upgrades or bigger tires - aka more $$ for Tesla - have been prioritized. Also reflected at various times when you use the Configurator and choose a base model with ‘free’ color, the estimate is always farther out.
  17. S

    November Orders

    Very much this! I ordered Nov 1 and pick it up this Saturday. Without paint/wheel/FSD upgrades, a Nov order should still be no later then June.
  18. S

    November Orders

    I got a text about prepping a trade-in, followed by VIN a few days later. A few days after that, I got a text (and an email I think) to schedule the appointment. Really, everything has been as I would expect. Had a call today with an SA to finalize things (transferring a plate, payment method...
  19. S

    Model Y - Gigafactory Texas Production

    And yet so many of us folks on the east coast have gotten Fremont VINs and delivery dates..... Yeah, that one stinks.
  20. S

    Model Y - Gigafactory Texas Production

    While they could offer to 'swap' buyers into those models like they did awhile back with the newly introduced LFP models, they can't just bait-and-switch you into that. If you bought an MYLR - even at below current prices - they cant just say 'this MYLR-1 model is close enough, take it and shut...
  21. S

    Florida Waiting Room

    The fuss over the new UI has been overblown. There are def some debatable changes that will probably be tweaked in subsequent revs. Some things are obviously setting up for the future like the whole App Panel thing that could lead to some type of App Store. That folks would exceedingly block...
  22. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Do we have any non-anecdotal evidence for prioritizing FSD? Fwiw, I ordered my MYLR on Nov 1 and received my VIN this week with a small EDD window of Mar 25-28. I’ve seen many other folks with orders before me that are still a ways out. I did order with FSD and also in red so two potential...
  23. S

    Model Y - Gigafactory Texas Production

    That was my window until today, so maybe you'll get a VIN in the next few days.
  24. S

    Model Y - Gigafactory Texas Production

    I finally got my VIN for a Mar 25-28 delivery window. MYLR in Red and it's still a Fremont VIN.
  25. S

    Florida Waiting Room

    So my EDD just pushed back from Mar 17-Mar 31 to Mar 25-28 and I got a VIN! It's from Fremont, not Austin.
  26. S

    Model Y - Gigafactory Texas Production

    The benefits of Ryzen would only be in the infotainment system, most specifically games. Hulu and Netflix would likely be a bit more responsive. FSD/AP would see no difference.
  27. S

    Model Y - Gigafactory Texas Production

    Aren’t all 3’s and Y’s coming with Ryzen now or are Atom units still popping up on new deliveries?
  28. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I just find it amusing how either 'side' can want to 'claim' him and/or Tesla in some way. It's all so middle school....
  29. S

    Florida Waiting Room

    Do you have a VIN already?
  30. S

    Florida Waiting Room

    So far it's still holding. That's almost what worries me!
  31. S

    Florida Waiting Room

    So my current EDD window is Mar 17-31. I’m curious how much longer - if the EDD holds of course - until I get my VIN. Still kinda hoping for Austin but it would seem those should have started flooding out to some degree by now.
  32. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This really just sounds like a ploy so that they can throw out random quote-bait like 'The EV business grew 2000% and is operating on margins of 115% YoY!'
  33. S

    Florida Waiting Room

    Based on this text, I don't see there being an explicit requirement for a 'full paycheck direct deposit'. You just need to have enough to cover the payment, which of course is pretty obvious. For the Plus membership level, you just need to have DD. I'm showing that I have a plus membership...
  34. S

    November Orders

    My EDD inched back from Mar 14-31 to Mar 17-31. I much prefer the small shift than pushing back to Dec!
  35. S

    November Orders

    Mine updated from May 2-May 30 to Mar 14-Mar 31. MYLR Red, 20", black, no-tow
  36. S

    Current Best Tesla Loan Rate?

    FWIW, I DD just $50 from my check to DCU just to have that established for when it comes time to execute in a few months and DCU says I'm on a Plus membership already, so I should be eligible for the discounted rate. Then it's just a matter of if they dub me creditworthy enough for the lowest rate.
  37. S

    November Orders

    My EDD just moved back from Apr6-May6 to May2-May30. I suppose if it does come out of Austin and have the 4680s, that will give them a few extra week to sort out various issues…
  38. S

    November Orders

    So I couldnt help but notice but in Tesla's shareholders deck for the Q4 results, they explicitly mentioned that initial Model Y's coming out of Berlin will have 2170's. They made no specific mention for Y's out of Austin. To add to the speculation, in the photo's section, they were showing...
  39. S

    November Orders

    OD Nov 1, MYLR in Red with 20” just moved to Apr 6 - May 4
  40. S

    November Orders

    Alternatively, if you are getting decent value from Tesla as a trade-in, that works as well. Then you can save some on taxes as well.
  41. S

    Supercharger - Plant City, FL

    That's great! That's a typical stop for us on our way out to Orlando. I'm usually not needing a charge at that point, but it may be helpful to top off there depending on circumstances.
  42. S

    November Orders

    For the first time since placing my order, my EDD has changed from June to Mar 30-Apr 27! I’m sure it will move back and forth a bit again over the next few months but it’s nice to see a bit of movement.
  43. S

    10.8 FSD

    You may be slightly mixing up the software build process from the delivery mechanism. It’s possible that Tesla uses deltas between versions to reduce bandwidth when they send out updates. Those would not be car specific but rather version specific as in M3 2021.36.5 -> M3 2021.46.5. The car...
  44. S

    November Orders

    Interesting that your order was two weeks after mine and you had a Mar/Apr EDD though you are in Austin which could have certainly played a part. For me, a May/Jun delivery timeframe works fine, though the kid in me wants it to move up to Jan/Feb.
  45. S

    November Orders

    MYLR red/black with 20”. OD 11/1. EDD has never judged from ‘June’.
  46. S

    How urgent is "12V battery degraded" warning?

    It did have the vent connector. I shopped that size of battery between the various auto parts stores and batteries plus and the going rate was always $150-200, which really hasn’t been out of the normal for any of the batteries I’ve dealt with in recent years. I probably could have had Tesla...
  47. S

    How urgent is "12V battery degraded" warning?

    I got the message just before my 3 year anniversary. Having always had car batteries die at in opportune times on their third birthday, I wasted no time in getting it replaced. Iirc, Tesla didn’t have anything available for a few weeks so I just did it myself. The battery was maybe $150 at...
  48. S

    Florida Waiting Room

    I’ve honestly never paid attention to the rate at any of my SC visits. The total has always been on the $8-12 neighborhood which is a fraction of what I’ve spent at the gas station for the past few decades.
  49. S

    Maybe still a honeymoon period but I’ve never had to wait for a charge to finish

    I’ve had similar situations lots of times. I guesstimate if I might need a charge somewhere and make plans to stop for food or restroom break accordingly. Even on long drives, charging has only been about 20-30 minutes and of course, you don’t need to charge until ‘full’. Just need enough to...
  50. S

    Tesla FSD Beta Release 10.5 2021.36.8.7

    I would take that very much to mean that those annoying false slowdowns will be reduced. Can’t wait to find out. That’s probably the biggest thing currently preventing me from using FSD beta more often.