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@unk45. As an illustration, see the following press release about the state of the car market in Belgium Q1 24: Analyse du marché automobile au 1er trimestre 2024 | FEBIAC (I found this article while looking if the april data was already released). The Model Y is the most sold car model in...

Yes, AJ is absolutely a must-follow on X.

If you’re moving just for the fast chargers, you’d need to be in Flanders. Wallonia is a couple of years behind Flanders in that respect, for various reasons. Mainly because Flanders is richer with more EV’s, and the Wallonian government not wanting to subsidise rich EV drivers.

According to industry insiders, Belgium is on its way to have an oversupply of fast chargers in about 2 years: https://www.tijd.be/ondernemen/milieu-energie/energyvision-installeert-goedkope-snelladers-bij-doe-het-zelfketen/10512454.html The company quoted in the article believes that at that...

Yes, I also had similar experiences a couple of years ago in France. Which is why I have a wallet full of charging cards. And use local apps and try out prepayment at home before leaving on holiday. With the recent EU regulation to accept any credit or debit card just like a gas station I...

True. It’s 100% margin on each additional subscription sold. Welcome to the world of software.

It’s a revenue stream the competition doesn’t have for the foreseeable future. So it’s a competitive advantage.

100% margins versus 10% margins.

Our government has pushed for fast chargers with a lot of incentives. The end result is that there are fast chargers everywhere. I count at least 20 locations in the immediate (let’s say 5 to 10 minutes drive) neighbourhood of my local highway exit. They all charge around 0,85 €/kWh. They are...

What if firing the Supercharger team is similar to to firing the Starlink team a couple of years ago:

I didn’t think of that. IIRC, that’s in Buffalo New York. Maybe the prefab supercharger production process needs a lot less personnel now due to automation. The leaked mail makes it sound like Tesla is stopping the rollout of the supercharger network. Let’s hope that’s not the case and it’s...

There’s a good chance it is similar to the 3000 layoffs rumour in Berlin (which turned out to be a couple of hundred): highly exaggerated. How could the Supercharger team be 500 man to start with? AFAIK, most of the work neccessary to open a SUC (landscaping and digging and such, even setting up...

Shall we refer to the $140 local bottom of last week as the “Gerber-Black” bottom?

I expect a subscription with a price per mile for people for which the subscription is too expensive.

You assume that sales will remain at 2m, that is not realistic. Sales will keep increasing, and certainly as long as Tesla is the only company offering FSD. You assume that the monthly price will remain at 100 dollar, that is not realistic for unsupervised FSD.

Google has its own AI chip designed and is on generation 4 of 5 or so. For internal use and available via the cloud. Microsoft is designing its own chip, maybe already finished, I don’t know. For use on Azure. And thus automatically for OpenAI. Apple has its own AI neural engine, and is...

Tomorrow is a good day to charge your EV in Western Europe:

In Belgium the new battery parks are located on the premises of old coal or gas electricity stations, reusing an otherwise obsolete grid connection.

Their fleet may be FSD capable, but they do not have the right to use them as robotaxi.

Another thing that Elon mentioned (and IIRC confirmed by Ashok) was that FSD is already a good driver in other countries. That is something I didn’t expect. Looking at our local road infra, there are loads of situations that do not occur in the US. Like country roads that are so narrow that cars...

I don’t claim to have better insights, but days like today remind me why I just hold. I won’t sell as long as Tesla’s long term future looks bright to me. And because I don’t know what to buy with the proceeds anyway.

You don’t take into account the 2 most important reasons why free cash flow was negative: - $2.7B growth in inventory, which was confirmed on the CC to be sold during Q2 - $1B AI infrastructure capex. These 2 items were choices done by the Tesla management team. They could have chosen...

I also remember ‘No’

What else could it be? Model 3 has just been refreshed and still doesn’t use the megacasts that make the larger Model Y so much cheaper to produce. Model Y is on its own refresh trajectory. It would make sense to already include stuff like 48V architecture and steer-by-wire. Model Y is already...

And the (WIFI) bandwidth needed to get the input data to the car and the results back.

For me, the most important comment Elon made was (maybe because I didn’t realise it until Elon said it) that , if Tesla realises FSD, all other manufacturers will have to license it, because otherwise nobody will buy their cars.

And still 200M$ free cash flow. If Tesla had decided to somehow match the production with the consumption and not invest in extra AI compute, they would have had 3.9B$ free cash flow. EDIT: I have to correct myself, free cash flow was negative -2.5B$. So without those items free cash flow could...

And maybe introduce a version with an even smaller battery. There are now in many places so much superchargers that some people may prefer charging more than paying more for the car. Would also make sense for a second or third car.

Driven by 2.7B$ inventory increase and 1B$ AI compute. Not a bad reason IMO. It would have been much worse if it was caused by selling cars below cost.

You mean like Toyota and hydrogen? :)

I have drastically cut down my Facebook usage mainly because it kept presenting me views exactly the opposite of mine, the FB algorithm even preferring to present me posts making fun of my views. Mainly the “electrisch rijden doen we op de kermis” views (the dutch equivalent of coal rolling)...

True, but the price was already high for what the capabilities were pre-V12. The recent price decrease IMO is a price reset, intended to convince people that they want supervised FSD. I am pretty sure that unsupervised FSD will dramatically increase in price.

A As I said before, the while idea is to create FSD junkies. Addiction to FSD!

Tesla going for the Gilette sales model. Sell the main item as cheap as possible and make as much as possible on the stuff you need to buy to actually use that item. Like printer companies. You may buy your electricity from somebody else, but not your FSD.

Not claiming victory, but relieved that there is actual data that the sky is not falling.

3 weeks into Q2 the registrations in the 6 real-time reporting EU countries are the highest they’ve ever been, which bodes well for the Q2 demand. I also said the same for Q1 , but around halfway the quarter the registrations slowed down, as if there were some delivery disruptions or something...

So 3878 Cybertrucks delivered so far.

Apparently its not an air suspension.

So the stock should go up, isn’t it? Wall Street likes layoffs.

Ook gezien in Saint-Dizier, daar lagen de connectors in de modder.

Ik dacht eerder duurder. De concurrentie is veel duurder. Het break-even punt van een abo is maar 150kWh of zo, iedereen die op reis gaat zal ongetwijfeld meer dan dat tanken op een maand. En als je terug bent kan je het abo terug afzeggen.

Idem, ik heb ook geen idee of er iets verandert.

I also got that email, but I’ m not sure if anything has changed. We were members in the past too.

“Lowest cost per kilometer in the electric SUV market (14.9 kWh/100 km)” With only 2 passenger spots, how much will this be for the Robotaxi? It may become the most economic transport device wrt to energy per passengerkilometer.

There is a third group: the group waiting for a reveal of then next gen car that then decides to buy something else (preferably from Tesla).

Microsoft has built it’s own AI accellerator, and in the process also abstracts away the hardware dependencies on NVidia Cuda, or AMD’s Rocm: Azure Maia for the era of AI: From silicon to software to systems | Microsoft Azure Blog It’s not far fetched to think Dojo could fit in here, or have a...

The silver lining is that FSD will remain relatively cheap in the EU. Some day it will be allowed in EU. I bought a new Model S with FSD a couple of months a go anticipating that some day it will be allowed.

See this Twitter post:

Keep in mind that these things can take like a year before Tesla recognises this as sold. We may be looking at Q1 2025 revenue here.

Q1 24 will be less than 10% lower than the best quarter in 2023 in EU. Keep in mind that it was the European market that was impacted by delays caused by the Houthis and by the Berlin fire. I consider this a very good result. Belgium and Flanders are also demonstrating what good incentives can...