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👍 And I think Zach saw the writing last August.

dl003 has a new patreon post today, glad I checked it out.

Patreon notifies me when you post (thank you, much appreciated), so maybe your post here can just be something like blog updated?

👀

Appreciate that.

Worked, thanks! Png link below chart in patreon app is expandable. (iphone user)

Kelvin Yang on X … Sentiments attribute the price hike to the newly available Model 3 test drive vehicles, bringing in increased customer inflow as well as orders for both Model 3 and Y. https://x.com/kelvinyang7/status/1724227251087040978?s=46&t=I6A4z5CaCiZTogZwM6NjDw

Big thanks to all the contributors here, from a largely silent observer who occasionally swing trades. So, does a low of day 215.00 constitute a test of the gap?

Mine hasn’t gotten warm or hot on top… not sure what’s going on to make yours hot. I emailed ACOpower asking which voltage setting to use…L, M, or H. Their response: “You can set it to M or H.” Unfortunately, no explanation of what the setting does or why to choose one setting over another.

Just what does this setting in the app actually do, as my fridge keeps on getting colder than the target temp, with this setting on? “Alarm switch when target temp reached” Maybe Max mode overrides it, as it did for me, with target 39 and display temp at 28 on Max mode in one test starting...

Sentry mode should meet your request for keeping car’s 12v power outlet on, according to the Owner’s Manual. As far as low limit goes, Sentry kicks off when battery dips below 20%…just not sure if that applies to 12v battery.

Really appreciate your post. Yep, setup in the app was a breeze (after struggling without it), and you’re right, it would only change temp after ECO mode was changed to Max. I was wondering how to know when Y feeds/cuts power to the 12v outlet, impacting fridge operation. Found this helpful...

They’ll plug in using the wrong port, disabling any Tesla from backing in next to it and using that port to charge.

Insightful and refreshingly presented assessment of S Korean battery makers by S Korean industry insider. Thread liked by Jordan G. A favorite selection from the Google translate: “8. S. Korean battery makers' Li-ion Battery is quite competitive at this moment, so auto makers around the world...

Carsonight agrees, cites CATL 90 GWh battery supply supporting TE

Any way to estimate how many CT reservations are ahead of RN1129555xx ?

From the article: “What if a company doesn't have profits in the USA? Before scaling its Giga Texas plant, Tesla's profits are low or nonexistent in the United States because the costs of their headquarters and engineering is in the United States. If any company is not profitable in the USA to...

Following up, I take delivery Monday 8/29. Hat tip & thanks to the poster who mentioned upgrading to FSD at order-date price, in app before delivery (“Manage,” then scroll down to FSD Upgrade to see your price; select EAP or FSD). In light of recent s/w progress & $3k price hike to $15k on...

Cat’s outa the bag… Cory’s secretly seeing @Krugerrand’s Mom. How else do you explain 6/6 ?

Cautionary tale: A year ago, similar situation with EV credit to go into effect 1/1/‘22, I waited to order LR Y until the order page showed January’22 delivery. So I ordered it on 8/9/21. A year on, I’m still waiting, estimated delivery now Sep/early Oct. Not saying this will be your...

Data point - I ordered a Y LR exactly one year ago today, on 8/9/21. Estimated delivery window is now showing Aug 31 - Oct 5, (2022 just to be clear!) for that order. Same car is now $12k more, plus wait time, plus any more price increases. No motive to play that game.

Good article on Tesla’s leadership changing the dynamics underpinning competition. “We are witnessing this struggle between integration and modularity play out in the auto industry. The shift to electrification and autonomy, however, shifts the basis of competition. Many suppliers and...

Similar delay here. This morning my LR Y (wh/wh, no add’l options) est’d delivery was delayed by 6 weeks, from 8/2-9/13 to 9/11-10/23. Ordered on 8/9/21. Price difference now +$12k since order date.

Same here. Y ordered Aug ‘21, est’d delivery Sep/Oct.

They look like the 19” S wheels from years ago, any chance they are?

Congrats! Are those wheels factory? Not seeing them on the Y order page.

Question on trade-in, does it reduce the sales figure used to calculate sales tax by the value of trade-in? Ordered LR wh/wh in August, at that time delivery was estimated January on order page. Didn’t look at my account to check on it until completing initial paperwork in Dec, when it...

MLK Day is actually Mon 1/17 this year (it was on 1/18 last year) and as you said, stock and bond markets are both closed.

Yes one can select lots to be sold, either at the time of placing the sell order (at Etrade, there is a “select lots” active link on the order review page prior to placing the order) or change lots that your default FIFO had selected after it’s executed but before settlement. Check with your...

Tesla needs to hire thousands in Texas and Germany. A cost basis for new-hire stock options that is perceived as still on the runway could be a recruitment tailwind in an undersized talent pool. [edit: or stave off a recruitment headwind]

Is it likely my iPhone could provide that hotspot? I’m thinking that’s what I’d be counting on.

I’m getting ready to order my first Tesla, a model Y, but first need to know if it will receive updates in the hi-rise condo underground parking garage where I’ll be moving…I highly doubt there is any wifi available down there. Does it receive OTA updates via cellular when no wifi is present...

Since the infrastructure bill is said to have funding for charging infrastructure, hopefully it helps condo & apartment communities with funding for chargers. So I’m also looking to watch the appropriate thread. I’m in Denver, soon moving to a 360-unit condo community (Park Lane) that...

Modern day renaissance man+…Elonardo

https://ark-invest.com/articles/analyst-research/tesla-price-target-2/

https://www.teslarati.com/the-boring-company-lvcc-loop-test-rides/

Tesla investor news in Denver... Denver Basic Income Project will give homeless people money instead of services. “Donovan provided the initial seed money for the Denver project, which is being funded through private donations. ‘I was sitting back last year as COVID hit, watching my net worth...

Kindly give a second thought to this interpretation of the subject at hand.

Troy has his delivery estimate out now... 183,712 / 502,692 https://mobile.twitter.com/troyteslike

I found this very helpful, thanks @DaveT and Chicken Genius Singapore for going through this. I actually thought Dave’s points hold up better in light of Elon’s entrepreneurial dna & the foreseeable need to adjust the framework he operates in to support his pace of innovation. CGP’s point of...

Chicken genius offers a respectful counterpoint view in this 6 minute segment. TL;DR first/pinned comment (by Tom Lee) makes the counter argument best. @DaveT would love to see chicken genius on your channel again, to discuss the pros & cons.

This excellent 10 minute GS interview by Katie Koch (that Koch?!) of Cathie Wood yesterday may be a helpful access point / discussion point with family & friends whose investment viewpoints have been habitually hypnotized in a rear view mirror; who may feel confused and/or overwhelmed in a...

Jordan tonight following up on Gali’s piece: range limited, needs cost decline, but charges fast.

Here’s Gene’s video. Loup tv tonight, Gene Munster with Doug Clinton:

Just now, WSJ...may be a tailwind Monday, if voted on tomorrow & passes. edit: link Virus relief bill held up by GOP bid to limit Fed’s lending powers Senate Democrats and Republicans have cleared a last remaining hurdle for a $900 billion pandemic-aid package. Virus relief bill held up by...

Your insights are greatly appreciated. Looks like the 18th may be an especially wild ride during trading hours with so many options expiring that day, with declining delta hedging requirements as calls are sold to close...but still maybe not providing enough supply to satisfy demand. In a Roth...

“Because I'll be starting an MBA in January at INSEAD, I doubt I will have the time to research Tesla and TSLA as much as I have over the past ~24 months, so I don't think I'll write much next year, but perhaps I'll be able to publish a few small posts here and there.” Greatly appreciate your...

“Tesla Project Will Install Another Giant Battery in Australia France’s Neoen SA will partner with Tesla Inc. to install one of the world’s biggest lithium-ion batteries in Australia after reaching a grid connection deal with the power market operator.” 300MW Victorian Big Battery, double the...

The 3.10.9 just came available to me this morning, and app was problem-free all day, so the issue must have been corrupted s/w somehow. Not seeing 1.50.x anywhere, and there really isn’t a way to scroll up in my app...but I only have solar, no car yet; maybe that makes a difference.

Yes, iphone app v 3.10.9. To clarify, they did offer to send out someone on-site, but cautioned that if that visit didn’t reveal a malfunction, I’d be charged $200. So I investigated further. As a relative early customer in Tesla’s 2020 accelerating ramp of their solar business model, I expect...