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If so, why is Tesla silent on this? The CEO has no problem diving headfirst in the political arenq when it's about pronouns, immigre and taxes - no issue whatsoever to pick on and troll opponent - but crickets when bad regulations hinder the transition to renewable energy 🤔

I'm not seeing the car brake before she disengages.

Would you sell shares in TSLA if you could buy into xAI today?

You're saying "there's no hurry for them to transition over a short period of time. Their sales are increasing, while Tesla's are decreasing". But who cares about a tiny increase of dinosaurs' EV sales when it's still insignificant – to their overall sales as to the global auto sales? EV sales...

Yawn World premiere at CES: Volkswagen integrates ChatGPT into its vehicles. I just don't see how Grok can get much better/cheaper than other LLMs chabots. OpenAI can easily undercut Grok on price, as they can have many more customers, in auto but all other industries (so more data, and more...

I haven't tracked the average TTM (time to market) for Tesla products over the years, but it sure does seem to increase considerably, for everything (except OTA). I can't wait to know how fast Tesla will be with the robotaxi.

This reminds me of something secured…

Source? I heard rumors but none seem substantiated. From I can only deduce each have more than 30K.

Part 573 Safety Recall Report

https://europe.autonews.com/sales-market/europe-sales-fell-3-ev-demand-declined-11 Europe sales drop in March as EV weakness persists Sales of plug-in hybrid vehicles rose nearly 1%, outpacing BEVs and gasoline and diesel models.

Tesla & x.AI: What relationship do you expect between the two companies? We heard Elon say Tesla is building an extremely compute-efficient mini AGI for FSD. Since the mission of xAI is to achieve AGI, the companies might end up doing the same work twice when training models on vision from...

Reliably enough to have no driver?! Definitely not.

How does that compare to the recent car sales trend in China – ICE and PHEV included?

I counted 246 accelerator pedals /s

Oh no. I'm the biz dev director of an IT company and I'm taking a half-year sabbatical next month. The plan is to bike from Vienna to Istanbul before traveling across South America. I got a stock package a few week ago so I hope I won't get fired from the company when I come back. Oh wait, no...

When did we consider Tesla an automative company? Last I did, Tesla's market cap was 50 billions.

Layoffs are one thing. Resignations from top execs is a whole different one. And we've been waiting for the "after-10K" talk for months now

Rohan too What's going on? Rohan was active on X hours ago, talking with customers about Tesla's future development

More about the theory of the pedal slipping https://www.cybertruckownersclub.com/forum/threads/canceled-delivery.14584/page-3#post-284315 (note the username…)

(pedal can get stuck in trim mirror: Possible explanation for the delivery halt 😨

Or Tesla is cutting unnecessary costs, starting with its X Premium+ for Business subscription /s

Big FSD regression for unprotected left turns with v12.3.4

https://electrek.co/2024/04/12/catl-unveils-tesla-megapack-competitor-claims-zero-degradation-tener/

Are these cells not good enough for Tesla stationary storage? It makes zero sense to end up in a battery glut when climate change speeds up, Tesla vehicles sales drop YoY and energy storage deployment grows only by 30% QoQ. I though it would be10x easier to assemble, manufacture and ship...

Some trends to explain this phenomena Thread by @Travis_Kling on Thread Reader App

Not available in France either. Anyone knows why?

Have you contributed to such funds? If so, is it standard to have an unlimited investment period (zero exit option until IPO/acquisition)? What would be an acceptable deal structure, nowadays (contribution fees, annual management fees, and carried interest split)? We can discuss this in private...

So, that's how they manage not do die? 🤣

I might get in via a private fund. What are the latest financial and valuation projections for SpaceX/Starlink?

We heard Tesla operated about ~100 units (incl. with their Pepsi partner). How many more could they need to properly test the semi in real-word conditions? If they can speed up construction for the semi plant, why wouldn't they not accelerate today so they can produce it in volume before 2025...

Can Tesla afford to slow down production of the semi? How? The semi was unveiled 7 years ago. Battery cells should be plenty with the slow down in EV sales. I thought the semi would get FSD fast as drivers' pay represent about 44% of the average marginal cost for carriers. Also, having semi on...

Pretty impressive: (Xiaomi equivalent to FSD Autopark)

https://app.powerbi.com/view?r=eyJrIjoiZTlkMWY1NTMtYTM1Mi00YmZmLWE4ZjQtZmE0M2EyMjgzMDNjIiwidCI6ImMxM2M0MmQ1LTlhNTAtNDY3YS05Yjc3LWI1MjkyYzgxZjM1NSIsImMiOjF9 380 miles City Miles 2DE Critical on 12.3. 146 miles on 12.3.3

Did Reuters only wrote a title? There's a long article below that title, and we don't know what part is the lie. Elon reacted 👀 to the idea that Tesla will prioritize the robotaxi version to the one that would be available for sales. No surprise. Now, if Elon is certain that FSD will be solved...

What's not true? He said Reuters lied. About which part of the long article is a lie? I (and you) don't know. Say, Elon decided to dedicated 99% of the resources for the robotaxi so a tiny fraction of the production would be for the $25K version. How much the story would be incorrect? A tiny...

Too bad, that was the best anti-osborning plan I could dream of to get people to buy Tesla while they're still on sale.

Indeed +27% YoY for BEV global sales +48% YoY for BEV in Europe Are these sales to dealers or to customers?

https://www.volta.foundation/annual-battery-report

Ethan Knight leaving for xAI. https://www.theinformation.com/articles/musks-xai-is-poaching-engineers-from-tesla

Worst: millions of ICE/PHEV buyers know, and have a problem going with Tesla – the brand.

Flattening means a flat curve pointing up. It's pointing down now.

BYD BEV sales are up YoY and their customer base is mostly Chinese. Tesla sales were down during that period. Any explanation?

Wrong. https://www1.hkexnews.hk/listedco/listconews/sehk/2024/0401/2024040100494.pdf

A relatively shrinking market

It's positive because it neglects the elephant in the room: why such a drop in demand? AFAIK, the auto market grew in the US and Europe. I don't know about total China but BYD BEV sales grew YoY this quarter. Tesla's sales decreased in total so something isn't right.

Exactly. That's why the first question should be "Why can't Tesla get car buyers to even consider getting Teslas when they can afford them?!". Far too many people who live close to Tesla service centers are buying ICE/PHEV that are worse than Tesla on all fronts (ask my 65 y-o father about his...

I don't believe a 38 y-o (like me) who care for Tesla's mission (like me) and have been a great CFO (not like me) would retire this young to enjoy his profits while the company can still fail its mission.

I'm all for making EV more affordable, but far too many ICE are being sold at prices well above Tesla's. With Tesla sales dropping hard in a market that's growing YoY, our first question should be: why demand for Tesla is not growing with the demand for cars? Tesla are far better than they were...