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  1. SPadival

    Superchargers in Australia

    Ahh.. you have revealed your age.🤣 pretty sure it ran on a mainframe.
  2. SPadival

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

    Elon has been bullish on FSD since 2016. 🤣
  3. SPadival

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

    Some "people familiar with the matter" stuff. So take it with a pinch of Himalayan salt. But I find it plausible. What they said about Baidu is in line with my thinking. https://www.chinadaily.com.cn/a/202405/08/WS663a521da31082fc043c5c31.html I am pretty sure the first 2 are guesses. I...
  4. SPadival

    Tesla Software updates - Australia

    Not much changed for me. What distance setting are you on? Haven’t tested EAP yet.
  5. SPadival

    Tesla Software updates - Australia

    Same.
  6. SPadival

    Superchargers in Australia

    We can all agree that this thread is off the rails 🤣
  7. SPadival

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

    Most of the demos/prototypes are always done with a bit of creativity, including Steve Jobs with the iPhone. The Model S prototype was barely working and based off a Mercedes CLS body with the hood being secured with magnets! (all very well documented in print & video). It doesn’t mean that It...
  8. SPadival

    Tesla Software updates - Australia

    I was hoping for the new autopark (for those with Enhanced Autopilot or FSD). Still, it’s progress and probably the reason why I haven’t got the spring update yet. https://www.notateslaapp.com/software-updates/version/2024.14.5/release-notes
  9. SPadival

    Superchargers in Australia

    To be fair, it was worldwide, though some of the people responsible for Australia were based in Austin. That seems sub-optimal. Speaking of entropy, Andrej Karpathy is one of the leading AI scientists and a former Tesla employee in charge of the FSD Vision AI team.
  10. SPadival

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

    Good. It made no sense that he was heading sales & marketing. Elon was boneheaded in this case & definitely made a mistake (I hope this isn’t against forum rules & lurker Elon doesn’t mind my name calling 😉)
  11. SPadival

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

    How it started: 0% How’s it going: 10% 🙄 Brb, I will see if he has deleted this & posted anew with an increased % 🤣
  12. SPadival

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

    OMG. He has deleted it. Thanks for preserving it for posterity 🙏 He mistook the scene where they are creating AI training videos by using VR googles and performing & recording the task from the bot’s POV. In case of FSD, they don’t have to do that because we’re doing it for Tesla by driving...
  13. SPadival

    Superchargers in Australia

    Why hasn’t Tesla started selling their supercharger hardware (& software) here. I think Kyle mentioned that they are cheaper than other competitors. Imagine all those NRMA/Chargefox/Evie Tritium units replaced with Tesla supercharger hardware!! 🤪
  14. SPadival

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

    Interesting discussion about Elon’s visit to China (CGTN is one of China’s state run media)
  15. SPadival

    Tesla Annual Shareholder Meeting

    Definitely 4 of the top 10 institutional investors who approached Tesla, including surprisingly T.Rowe.Price
  16. SPadival

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

    It’s literally just 1 to 1.5 hours off the shift, probably due to efficiency gains. Not “reduced shifts”, which implies an entire shift was cancelled.
  17. SPadival

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

    Thanks. Now I don’t have to watch that clickbait video that he’s spamming in the replies.
  18. SPadival

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

    So the US Model Y RWD never used LFP like my Chinese made MY RWD?
  19. SPadival

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

    Good video from Hans & Farzad on the SC situation
  20. SPadival

    Superchargers in Australia

    @farzyness was a member on this forum.
  21. SPadival

    Superchargers in Australia

    Email from Tesla to their suppliers that Kyle was referring:
  22. SPadival

    Superchargers in Australia

    supercharge.info has an unofficial X account that automatically sends any update as a post. https://x.com/superchargefeed They have reported at least 20 new supercharger sites getting opened in the last 2 days, most of them in China. Not bad for a pause 🤣
  23. SPadival

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

    Going through Troy’s timeline, one wonders if he is a market researcher, IRA credit expert, battery materials expert, automation expert, CEO, China auto expert & Nostradamus rolled into one? 🤔 Asking for a friend.. but I will leave this here 😛
  24. SPadival

    Superchargers in Australia

    The nickname Rocket Man is from the documentary:
  25. SPadival

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

    They have an unofficial X account https://x.com/superchargefeed They have reported at least 20 new superchargers in the last 2 days, most of them in China.
  26. SPadival

    Superchargers in Australia

    I don’t know about the US, here the utilities love an opportunity to gold plate their network because their regulated rate of return is based on the capital expenditure. This will be a drop in the ocean of spending that’s not needed.
  27. SPadival

    Superchargers in Australia

    I think we’re going way off topic on a supercharger thread. Meanwhile, there have been reports from the US of new superchargers being magically commissioned today & communication going on as normal with the contractors ( apparently reported by Kyle, but I need to figure out which of his zillion...
  28. SPadival

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

    Won’t someone think of the little contractor whose email bounced? 🤣 Their interest is protected by a contract and they will be suitably compensated for any breach of contract by Tesla. We as customers are not affected. This is a storm in a teacup. If the email hadn’t leaked, we’d have been...
  29. SPadival

    Superchargers in Australia

    Who gives a ___ about some mythical contractor? Won’t someone think of the little contractor 🤣Their interest is protected by a contract and they will be suitably compensated for any breach of contract by Tesla. We as customers are not affected. This is a storm in a teacup. If the email hadn’t...
  30. SPadival

    Superchargers in Australia

    The sausage making I am referring to is all the real estate lease signing, liaising with electrical subcontractors, councils, power companies etc. ..The boring, slow stuff.. The SC factories in Buffalo & Shanghai are still running. Please refer to my earlier comment.. There will be a...
  31. SPadival

    Superchargers in Australia

    I prefer Bjorn Nyland’s content, quirks and all, compared to Kyle. Although they do similar tests, Bjorn’s channel is more customer oriented & covers EVs that are more available here (Tesla, BYD etc)
  32. SPadival

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

    Has this been posted? Future FSD partner 🤔 Source: Teslarati.com
  33. SPadival

    Superchargers in Australia

    Yeah. Rome wasn’t re-built in a day 🤣. That’s how Elon rolls. Notice that actual Tesla customers aren’t impacted by this (unlike the time Elon personally yanked Twitter servers off-line in Sacramento and the app had stability issues). You can still go out today and supercharge on sites with 99%...
  34. SPadival

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

    You have reading comprehension issues or deliberately malicious. I used “interim” to refer to new models on existing assembly lines. you twisted my words - “making RT's "in the interim" Hope this is comprehensible. 👋 SPadival said: You are mis-stating what Elon said. He said they will...
  35. SPadival

    Superchargers in Australia

    Cursory Linkedin lurking and I see some AU based SC deployment PM getting fired. They haven’t updated their bio yet , but they are liking & reposting stuff about the SC layoffs. He has already done that on X. But no clicks in that for the legacy media to publish it.
  36. SPadival

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

    Appreciate it, but you're filling in the blanks with your theory in places where there are no blanks because Tesla/Elon has already filled in the blanks 🤣
  37. SPadival

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

    Add limited physical spectrum that is owned by the government and is auctioned off to the highest *cough* politically connected *cough* bidders
  38. SPadival

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

    You are mis-stating what Elon said. He said they will continue with the unboxed method for Robotaxis. i.e. in the interim, they will use the existing assembly lines & some next gen processes for the new vehicles (note plural) until the unbox method is production ready. This is sensible derisking...
  39. SPadival

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

    But dontcha know it is because of "falling sales and rising competition" 🤡
  40. SPadival

    Superchargers in Australia

    Elon has fired an entire team of literal rocket scientists (working on Starlink) and yet managed to launch thousands of satellites into space a year later. No disrespect to electrical engineers and PMs, but they should be easier to hire/re-hire in comparison.
  41. SPadival

    Superchargers in Australia

    Elon Musk said Tesla will focus on "expansion of existing locations", which is exactly what is required to handle peak demand during the holidays. We were spoilt for choice on where to supercharge on the Melbourne-Sydney route. Some of the SCs will be under-utilised because unless you...
  42. SPadival

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

    I don’t know why we wittingly or unwittingly keep repeating this FUD. Giga Mexico is paused because Tesla are trying out the unboxed manufacturing method in Giga Texas first. This is a logical, rational, financially & technologically sound reason to pause Giga Mexico. Also, the second...
  43. SPadival

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

    He fired a bunch of literal rocket scientists and still managed to hire some dedicated/exceptional people to launch thousands of satellites into space. No disrepect to their profession, but a few dedicated/exceptional electrical engineers and paper pushers cant be harder to recruit/rehire.
  44. SPadival

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

    Anyone who is invested in Tesla should probably invest some time in reading/ listening to Walter Isaacson’s biography. Elon is in “Demon Mode”. As his ex-girlfriend said, it’s harsh, but it gets sh** done...
  45. SPadival

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

    Starlink is literally rocket science and earth orbit is the largest real estate there is that is accessible to mankind. The guy is obviously s*** posting like he said🤣 The same process has happened 2 other times - Recently when he fired 80% of Twitter and before that when he announced the...
  46. SPadival

    Superchargers in Australia

    It’s not a big secret If you have read Walter Issaacson’s authorised biography of Elon, where he talks about Elon’s “Demon” mode. The same process has happened 3 times before - Recently when he fired 80% of Twitter - when he announced the closure of all Tesla showrooms/galleries & move to an...
  47. SPadival

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

    Best to check his updated bio before posting 🧐 "sTaRlInK Is a (CoMpArAtIvElY) sImPlE PrOdUcT" 🤣
  48. SPadival

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

    Yes. We are spoilt for choice on where to supercharge on the Melbourne-Sydney route. Some of the SCs will be under-utilised because unless you manually add them as a stop, the nav will simply skip them (for example, Exeter SC) by default because the nav is optimised to reach a lower charging %...
  49. SPadival

    Superchargers in Australia

    The guy fired 80% of Twitter staff and added more features than it did in its entire existence under the previous management. So let’s wait & watch before jumping to conclusions. Meanwhile, please take a vaccine against STED (Smarter Than Elon Disease) 🤣