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  1. Fallenone

    Gen 1 HPWC with newer Model Xs?

    No, it was getting about 10 kw with 48 a, the max amperage newer X can get. Same as the 16 kw rated gen 2 chargers
  2. Fallenone

    Gen 1 HPWC with newer Model Xs?

    The plot thickens... Today I completed my visit to all destination chargers in Reno-Sparks area that do not have restricted access. Gen 2 at whatever power still work. Gen 1 with lower rated power on the Tesla map still work. But I encountered just one Gen 1 charger rated 16 kw and it worked...
  3. Fallenone

    Gen 1 HPWC with newer Model Xs?

    That is my theory. However I didn't really check the DIP switches (didn't know how to check yesterday). I relied on the information on Tesla's map, where you can tap a destination charger and it shows "up to x kw". All the gen 1 16 kw (there was a gen 2 16 kw I could use) are not usable but gen...
  4. Fallenone

    Gen 1 HPWC with newer Model Xs?

    I’m doing a bit more research on this on my own time actually. Reno has around two dozens of destination chargers and I visited about half of them today. Most are gen 1. But if the gen 1 are set to a lower max power (lower than 16 kw), in other words, not using the max amperage gen 1 could use...
  5. Fallenone

    How can I tell what generation my wall connector is?

    Also can tell from the parts number. Gen 1 ends with A, B, C, or D. Gen 2 ends with E
  6. Fallenone

    Gen 1 HPWC with newer Model Xs?

    Can report that 2020 Model X still has this incompatibility issue. Wasn't aware of this before finding myself at my planned hotel with destination chargers during a road trip with no other charging options within range and could not charge. Lowering amp in car, rebooting the car, resetting the...
  7. Fallenone

    Charging equipment fault on the Tesla destination charger

    I had the same issue when doing a road trip with my 2020 X when I planned the route with destination chargers in mind. Lowering amp in car, rebooting the car, resetting the charger, resetting the breakers of the chargers, didn't make a difference. The car ended up being towed back to the service...
  8. Fallenone

    Series 1 HPWC issues with 2018 model S

    Sadly, I totally agree with you. Personally I am just going to assume destination chargers don't exist in the future.
  9. Fallenone

    Series 1 HPWC issues with 2018 model S

    I planned a road trip with a mix of destination charger and superchargers with my 2020 Model X. I never heard of this compatibility issue before. I got to my first destination to spend the night while charging but the car won't charge. The next morning a 3, then an older version of X and early...
  10. Fallenone

    List of Android phones that work >99% of the time

    I'm using Google Pixel and it works 90% of the time. It was working 100% the time before the recent Tesla mobile app update. Then stopped working entirely until I re-paired it. Then worked maybe 50% of the time but has been steadily picking up.
  11. Fallenone

    Poll: Model 3 Phone Key Failure Rate

    Funny, that update actually broke my phone key. I had to remove and re-add it after the update to use it at all. Then it works about 70% of the time compared before the update (on android, google pixel)
  12. Fallenone

    Poll: Model 3 Phone Key Failure Rate

    For unknown reasons, my phone key (android) works 100% of the time for about three weeks now. It used to fail 70% of the time.
  13. Fallenone

    Removing the front plate holder and remounting it?

    I'm going to have my model 3 wrapped soon but already mounted the front plate holder, the one that comes with the car and has three stripes of sticky tapes. Anybody has experience of removing it? Just tear it down? Will not damage the paint right? And to mount it back up, buy another three...
  14. Fallenone

    Phone as Key Issues

    So far the most consistent approach for me is to turn off phone's Bluetooth when the walk away lock happened. And when approaching the car (but still not in the distance to trigger walk up unlock) turn Bluetooth on. After a few seconds it will show phone key connected and do its job. Required...
  15. Fallenone

    Articles/megaposts by DaveT

    Great posts, thanks Dave. One comment on the operational milestones in the incentive plan not being aggressive enough, especially the EBITDA: It could be those are just for show and to assure investors the company is not going to purely pump the stock to arrive there. And they also low balled...
  16. Fallenone

    China Market situation and outlook

    A very informative Chinese article. It's long and in Chinese so I'll just summarize some points that I found interesting 划重点 | 欧阳明高院士解析动力电池技术进展与趋势,2020年要产业化的300Wh/kg的电池已取得实质性突破 Background: this article is based on sort of an interview with a top Chinese academic on vehicles who also works with...
  17. Fallenone

    General Discussion: 2018 Investor Roundtable

    Because they promised to do so in early Nov. Not doing this will just break another promise.
  18. Fallenone

    2017 Investor Roundtable:General Discussion

    #Callingit For next week's delivery report on Model 3: Produced about 3k, delivered about 2k, production rate <1000/week but they will disuse it with "burst rate". And here goes their explanation of the numbers: Production was heavily skewed towards the end of December when burst production...
  19. Fallenone

    2017 Investor Roundtable:General Discussion

    It's a start-up company that was founded by the founder of a website about cars (yiche.com) about two years ago, major backers include Tencent, among other big names in China. They marketed the car having a range of 500 km when driven at 60 km/h. NEDC rated at 355 km or roughly 200 miles. Where...
  20. Fallenone

    2017 Investor Roundtable:General Discussion

    I'd be more excited if it was a VIN 14xx or something like that.
  21. Fallenone

    2017 Investor Roundtable:General Discussion

    I was wrong. 521 was the highest known vin before October. Still, my point is the relationship between total production and highest vin number is not linear and I think it still stands.
  22. Fallenone

    2017 Investor Roundtable:General Discussion

    You are correct if the ramp was smooth and few people are watching it closely. % of reported vin over total production will decrease as production rate increase because the Model 3 will be less "special". But I don't think we're there yet. Hence the 1910 could still be a similar case of that...
  23. Fallenone

    2017 Investor Roundtable:General Discussion

    This is a much better representation of what's going on. I understand the#vin would have some correlation with total built/delivered. But having it on the y axis is very misleading itself. You can have a single 1910 spotted without any other cars. In this case there is an almost doubling effect...
  24. Fallenone

    2017 Investor Roundtable:General Discussion

    Highest Vin by no means represent cumulative. A 1910 spotted doesn't mean there are a total of 1910 produced at that time. We had a 1000 Vin spotted at end of September, did they produced 1000 by the end of September?
  25. Fallenone

    2017 Investor Roundtable:General Discussion

    The way the data presented here is very misleading. Y-axis should be numbers of vin spotted on the day, not the highest vin because a vin 1910 is one car and a vin of 0001 is one car, no difference. If you do it the correct way, we certainly had a spike around 11/26, but then it decreased a lot.
  26. Fallenone

    2017 Investor Roundtable:General Discussion

    He's talking about TE products that have negative gross margins. Those money are not used in expansion, it's simply lost by not covering COGS.
  27. Fallenone

    2017 Investor Roundtable:General Discussion

    The hospital project is a donation until the crisis is over. Then they may enter talks on whether to make it permanent and what the payment would be.
  28. Fallenone

    2017 Investor Roundtable:General Discussion

    Google translate is wrong
  29. Fallenone

    2017 Investor Roundtable:General Discussion

    Another bit of info, this supplier said they will still source raw materials at 5k/week, but not process all of them for now.
  30. Fallenone

    2017 Investor Roundtable:General Discussion

    特斯拉大砍單 衝擊台廠 | 產業焦點 | 產業 | 經濟日報 A Taiwan supplier says they got notice from Tesla to decrease parts order rate from 5000/week in Dec to 3000/week.
  31. Fallenone

    2017 Investor Roundtable:General Discussion

    Very 1st line in 2016 Q1 letter http://files.shareholder.com/downloads/ABEA-4CW8X0/5455905574x0x889927/27EE2FDA-9C77-4D6A-8CEE-E8DFE45227BA/Q1_2016_Tesla_Shareholder_Letter.pdf I don't think he ever said the initial reveal would be in Oct. He did say (prob in the ER call of 2016 Q1 as well...
  32. Fallenone

    2017 Investor Roundtable:General Discussion

    Breaking a promise you knew you would break is fraud. Missing a target you thought could be possible is not. By your definition, 90%+ of the start-ups that didn't work out are fraud. The rest are all frauds in certain time periods.
  33. Fallenone

    2017 Investor Roundtable:General Discussion

    Financially it's about even for now. Yes it is costing Tesla hundreds of millions in additional OpEx and interest each Q. But it is also bringing in fresh cash in approximately the same amount each Q by monetizing the existing solar lease. It's an internal source of capital for Tesla. From last...
  34. Fallenone

    Highest production VIN in the wild

    There really isn't "many" various options. The screenshots we've seen from employee orders will be pretty much it I think.
  35. Fallenone

    2017 Investor Roundtable:General Discussion

    A reminder to everyone who is being disappointed by the Model 3 ramp so far. A little more than a year ago, they decided to accelerate the ramp plan by two years. We're not late at all if everything was going with the original plan. Sure they look missing the target now but making this change...
  36. Fallenone

    Highest production VIN in the wild

    They didn't deliver 521 cars, at the end of September. Only half of that number were produced. Many holes to be filled here. VIN is not strictly following delivery sequentially
  37. Fallenone

    2017 Investor Roundtable:General Discussion

    I recall from the OCDetailing videos that you need to drill holes to hang the front plate. So where exactly you want to hang it depends on the owner.
  38. Fallenone

    TSLA Technical Analysis

    No offense but drawing a one year trend that does nothing with anything happened in the past 9 months does not make sense.
  39. Fallenone

    2017 Investor Roundtable:General Discussion

    Bond is still capital raise.
  40. Fallenone

    2017 Investor Roundtable:General Discussion

    That's why I think partnering with a Chinese company with manufacturing capability would be better. You only need to deal with their engineers but not the associates. It doesn't have to be a car manufacturer.
  41. Fallenone

    2017 Investor Roundtable:General Discussion

    This would require the tariff being waived. 17% of VAT is applicable even to wholey Chinese manufacturer. Think of it as a sales tax in US, just much higher. The shipping cost could be lowered by 2k USD and that's it.
  42. Fallenone

    2017 Investor Roundtable:General Discussion

    I think the authors were not clearly differentiating Tesla's cost vs customer's cost. A Tesla in China currently costs the customer about 50% more compared to US. This includes 25% tariff, 17% VAT, and more shipping fee and docs. Of course it's not exactly 50% more if you take into account the...
  43. Fallenone

    2017 Investor Roundtable:General Discussion

    That would be a long dragged process then...
  44. Fallenone

    2017 Investor Roundtable:General Discussion

    GF current production is neither anywhere close to half of Panasonic's total production. Still they are rotating their engineers from Japan to Reno.
  45. Fallenone

    2017 Investor Roundtable:General Discussion

    I don't think this was the message you originally conveyed, but anyway.
  46. Fallenone

    2017 Investor Roundtable:General Discussion

    Tesla isn't going to bring half of their US engineers to China so how are they going to bring the know how on a daily basis to diagnose and solve issues?
  47. Fallenone

    2017 Investor Roundtable:General Discussion

    Tencent is a horrible example. That's like asking Facebook to build cars. Both have 0 capacity and experience in hardware manufacturing. Arguably Facebook is slightly better since they have ocular.
  48. Fallenone

    2017 Investor Roundtable:General Discussion

    If without local partner in China story is true, prepare for huge CapEx and capital raise.