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  1. y_naught

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

    It’s pretty simple: a Tesla is the best car you can drive and now, it’s also the best car you don’t have to drive. I added the acceleration boost to my MYLR and it’s great. I use it in cases where I need to pass or accelerate quickly and I greatly enjoy knowing I have the capability. Initially...
  2. y_naught

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

    They may do different things. My MYLR does. For example, at the same intersection with a lane merging in, sometimes it will stay to the left and merge right and other times it will quickly move to the right and merge left (this is the less preferred behavior, but always happened on v11). Could...
  3. y_naught

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

    Too soon. I don’t know what the thinking or plan here is. And I’m in California so don’t experience any gaps going up and down the state, as I often do on road trips. But my wife is highly concerned as the number one worry for EV adoption is range anxiety. Anything that would seem to put the...
  4. y_naught

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

    Basic driving just isn’t that hard for humans. In the FSD future, I think drivers ed will focus on parking, navigating parking lots, and edge case maneuvers. Like taking a plane trip, where passengers just need to know how to pack and whether they are checking a bag or carrying it on. I’m know...
  5. y_naught

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

    If that’s pain, I’ll take it for today!
  6. y_naught

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

    No, you would just order mulch and the store would use their own autonomous delivery vehicle or a hired RT to deliver it to you. Why do you have to do it?
  7. y_naught

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

    I agree that FSD needs to become more strategic in its behavior. On you second point, you may just be a more efficient driver than I am. In a mixed freeway/town scenario, FSD is about 7% more efficient than I am. My LR Y gets 262 wh/mi on FSD and I only get 285!
  8. y_naught

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

    I like to drive. In 1982 I wrote a short story about autonomous driving killing free will and joy of driving called “Safe at any speed” for a creative writing class. But, as a long time tech geek, I have to say that FSD is both amazing in what it does from a technical standpoint and also very...
  9. y_naught

    ALL CyberTruck discussion

    I feel like the guy(@CyberShy) with the Cybertruck as his avatar is gonna order one.
  10. y_naught

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

    So, how “perfect” does it need to be? Sure, there are nots to pick. But, every day, how many times do you curse another driver for doing something stupid, or say to yourself, yeah, that was an a-hole thing I just did. FSD 12.3.3 is much better than that now. As long as it doesn’t crash or run...
  11. y_naught

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

    There is this: https://cyberlandr.com/
  12. y_naught

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

    Barely. Tesla Vehicle Production & Deliveries and Date for Financial Results & Webcast for First Quarter 2024
  13. y_naught

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

    A simple per mile charge (currently 20 cents per mile based on avg. 12k miles per year and $199 monthly subscription) would be reasonable. A car with FSD not activated costs Tesla the same as a car with active FSD but the driver never uses it. They could offer insurance discounts for miles...
  14. y_naught

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

    I read this article this morning. I found it overall very strange and could not figure out the overall point or why it needed to be written in the first place. Marginally interesting but that is all. Not really relevant to anything.
  15. y_naught

    ALL CyberTruck discussion

    This is why we can’t have nice things! I saw this truck a couple times last week running around Lake Merritt. Confirmed today t is the same truck. F’ing Oakland!
  16. y_naught

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

    So much drama. And I was feeling so good about Monday morning‘s purchase.
  17. y_naught

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

    I see that, but it looks like the large move can be either way?
  18. y_naught

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

    Just got this…hmm…but I think I’m going to have to wait.
  19. y_naught

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

    Why don’t we get all 366 days? It’s a leap year! And I will predict at least 2.5 million deliveries, given the extra day.
  20. y_naught

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

    Even if technically true, how many will be likely buyers?
  21. y_naught

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

    That res# doesn’t make sense. I’m RN1129xxxxx on 11/22/19.
  22. y_naught

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

    Thanks! I’m only 57-58k behind you!
  23. y_naught

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

    What were the first 6 digits of your reservation number, if you don’t mind sharing?
  24. y_naught

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

    Merry Christmas and Happy Holidays to all! And me (from my daughter)!
  25. y_naught

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

    Yeah, I’m 112846xxx, but there are 9 digits. So, the 11274xxxx is at least 101,000 ahead of me, and depending on where your presumed typo is, more for you. But, I believe only 20-30% of those original orders will fill ahead of me, for whatever reason (multiple orders, changed mind, couldn’t...
  26. y_naught

    ALL CyberTruck discussion

    Super-informative, mongo! I hope the SQ is important. Regardless of what many say, car audio quality is rarely outstanding, when compared to a reasonable mid-fi or true hi-fi home system. And I don’t mean analog LPs and tubes, but a quality digital system and good speakers
  27. y_naught

    ALL CyberTruck discussion

    So is the DAC/amp function on the controller, or is there only one main DAC feeding the controllers and they are amplifying the speakers? The former would give a lot more flexibility in being able to manipulate the sound, and probably implement noise canceling.
  28. y_naught

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

    Shouldn’t it be impervious to crime? I do have to park outside, although with the angle/height I could actually get it up my steep Bay Area driveway, if it is t too wide for the rock walls on either side.
  29. y_naught

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

    Total Range (in km) I think. Looks like about 10% degradation after about 100k.
  30. y_naught

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

    But the TAM for the automotive market may exceed this world!
  31. y_naught

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

    True, but you are not going back far enough. While volatile for periods, about 3.5 to 4% would be more normal than about the 5.5%+ we have today: https://advisor.visualcapitalist.com/us-interest-rates/
  32. y_naught

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

    Tell that to everyone buying Teslas now vs a year ago! “In the aggregate” is the key phrase.
  33. y_naught

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

    You can’t make any changes in the configuration at the moment, so you can’t add FSD. I just hope the FSD added earlier stays at The same price ($7000)!
  34. y_naught

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

    True, but the roofline and geometry looks different. Must just be the perspective. It would also make more sense to ship 2 6s and 2 3s, rather than 1 and 3.
  35. y_naught

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

    Also I think the gray car on the bottom is another Y.
  36. y_naught

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

    Another possibility is that there is no delay. Rather, Tesla is telling that particular supplier to wait. Perhaps evaluating that supplier itself for another, bringing it in house, or eliminating it. Not saying it’s likely, but it’s not unlikely until there are other confirmations.
  37. y_naught

    HW4 & HW5 Discussion

    Maybe it would be better if the car refused to drive in such conditions. Humans insist on doing things in conditions they should not be doing them.
  38. y_naught

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

    Anyone outside California would think it was staged, given how many other Teslas there are.
  39. y_naught

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

    Interesting stuff. Globalization happened. Also, we went off the gold standard (end of Breton Woods removed the dollar-gold peg of $35) and oil started being priced in dollars rather than gold, which was much higher than the peg. That, followed by OPEC increasing prices with an embargo a couple...
  40. y_naught

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

    The version I posted right after while @AudubonB was still looking (only 30 seconds) still seems to be up. It will give you the idea.
  41. y_naught

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

    Just terrible. Scroll down this article to see it: https://thedriven.io/2023/07/17/unplugged-or-unhinged-big-oils-ad-campaign-against-electric-vehicles/
  42. y_naught

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

    Interesting watch, and also noted that Cory doesn’t seem as plugged in to all the details as much as many of us are (e.g., which RHD cars have been discontinued). But, clearly very knowledgeable about the engineering topics.
  43. y_naught

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

    Elon Musk interview at the PG&E Innovation Summit starts at minute 14:00:
  44. y_naught

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

    I keep my go bag, mobile charger adapters, towels, tire repair kit and pump, and pucks (not home made) in the frun and I’ve never opened it except to add washer fluid. Testament to both reliability and the extensive charging network.
  45. y_naught

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

    I guess you can’t keep your brush in the trunk. Frunk?