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I don't think so: 1) Nvidia's latest GPU which isn't sold yet has a system level architecture that's much closer to the Dojo architecture than before, so Tesla seems to be on the right path from that perspective. 2) Dojo is still on silicon version 1, as far as we know. The next iteration...

But isn't it detrimental to the company directly? Instead of a influx of cash due to the option exercise, they now have to issue shares for free? And that won't cause any tax consequences/cash-outflow at all? A company neutral exchange would be to issue those 29m shares as options with same...

100millions now vs 5B in 5-10years + work & expenses

Well, they ask for 10% of what they saved. So that would be Options on 29m shares with a 5 year holding requirement, vesting only if being an officer of Tesla....

Well, tomorrow is between now and March 2024 as well... ;) But seriously, the currently estimated production speed of around 10 cars/day with about 100 days to go lines up pretty nicely with a worst-case scenario of steady state production rate. They are filling the pipeline and if the rates...

Did they cut themselves by combining all models into one group to qualify for the materials requirements this year, and now all are falling out of the credits although the LR alone would qualify? Although, this is Model 3 only, maybe they're using external 2170s (LG?) as well?

Camera Crew walking the running production line at Giga Berlin: Might provide some interesting insights.

Seems like a cool project for the automation apprentices. Gets publicity, goodwill and it saves the expense of a barrista...

The last ER-call declared continuing significant production improvements. And clarified that the past production numbers were based on a single production line, with a second line now starting as well. With 2 more being prepared. So they are now scaling both on yield and parallel ramp-ups.

Honest question, is there any evidence that Musk pushed for the removal of the stalks against advice of the design/engineering team?

But isn't this an interest free credit? If you get a car at the beginning of Q1 you can pay back the 7500$ at the end of Q4?

At least the EU/swiss versions already do so. As does a 2014 Kia...

Well, Austin was just shut down for almost 2 (?) weeks. Rumors are to rearrange the whole line (and maybe even add an additional line for MY...) Then troy might add some time to ramp back up again in Q4.. Berlin was claimed to move from 3 shifts/7 days to 2 shifts/5 days only. So if that is true...

Just imagine a locked up and fenced off Cybertruck next to the Lightning both... ^^

Hm, using up all that internal luggage space for the rear opening. With all that engineering effort wouldn't it have been easier to create a rear hatch that opens up left, right and up both hinged and as a sliding door...?

Shouldn't superconductors be able to improve drivetrain efficiency? Less waste heat, which on top of the direct improvement allows for more compact and lighter packaging and lowers the waste heat rejection requirement allowing for smaller radiators.

Sorry, but sharing your IP (to improve your own ecosystem) doesn't equalize breaking the terms of use for other IP you're using yourself. It's a fact that Tesla (like many other companies) is breaking the terms of open source software. Doesn't really matter who's pointing it out... AFAIK they...

Yes, they ran out of compute on one node. But we (apart from @Discoducky, maybe) don't know how much effort they have already put into optimizing the FSD code. What I know is: - Unoptimized code has massive potential for optimization. - Once you have the working product. A much easier approach...

Slight correction: It's a 40% reduction in scrap, not a 40% increase in yield. But my brain isn't doing basic algebra without a notepad as it used to. So I'll skip on the calculation...

Then maybe reread your quote of jerry33 once more, slowly. ;)

Even if the CT isn't the perfect exoskeleton. Just look at the leaked pictures. That's about 10 pieces of metal to create the basic structure of this giant vehicle. It then gets wrapped in a handful of large steel sheets to complete the exterior shell. If I remember correctly the Model 3 rear...

Only under the premise that an exoskeleton must have zero internal structure and CT therefore is a classic unibody and that, contrary to Teslas claims, adding 4mm of steel sheets to the exterior has zero effect on the structural strength of the car. So..... unlikely? ;)

First, by the end of the year, the top performing computer should break 2 EF. Second, this might refer to the top 5 GPU clusters simply by count. Third, it's unclear whether that graph claims to be among the top 5, or exceed the top five combined. Fourth, top computers are ranked based on FP64...

Even assuming the voltage calibration assumption is correct, If, as an example, it's calibrated at 0.12V and due to wear the go pedal rests at 1% compression it would then measure 100% pedal compression on 12V. But there is an opposite sensor with is at 99% compression, which would then read...

Isn't the bipolar setup basically building a serial circuit within a single cell? So the cell voltage would be higher? Might be a reasonable production improvement for large prismatic cells which are cut into pieces anyway, but could eliminate all the tabs except the top and bottom ones?

Oh, come on! That's a completly reasonable assumption and good journalism to provide a balanced view. If it's going well, something could go wrong. If it's going bad, it could get worse. /s ;)

Maybe, or they repurposed it for powerwalls. In the renders shown during the expansion announcement they showed the L-shape being turned back into a rectangle by adding two sections for semi production and one section explicitly for 100GWh of 4680 production capacity, for which no apparent...

Latest satellite images from last week don't show any visible construction going on for the expansion in Nevada. And AFAIK the current building is fully used. Do you expect a ~1 year gap to the next installed 4680 line? Berlin has a completed building that's claimed to already produce...

No, the other way around. Find temporary off-site parking and provide continuous shuttle services during the construction. And a 'simple' two story structure wouldn't take too long to assemble. Footing work could be gradually prepared in sections that won't block the normal parking operations...

What I don't get is why they haven't put in a multi-storey carparking a long time ago. Even just a semi-permanent steel structure to get a second floor could free up a lot of space. It would get them the wiggle-room to finally start cleaning up this maze/mess..

Even at that rate, S/X pays for all R&D or SG&A possibly both. Even ignoring the halo effect It's stupid to drop that..

No, stamping is south-east (stamping 1) and south-middle (stamping 2, former intrafactory road) South-west was officially designated as future production by Tesla and didn't get the big Isolation foundations. Doesn't rule out use for smaller stamping tools though..

I was referring to the south-west corner area. But I didn't have any knowledge about the specific location of the Cybertruck lines.

The last Videos showed active construction with excavation and new rebar on the GA ground floor. So it's not just finishing touches.

Might be Crashtest specific color coding to simplify test analysis.

Some big/heavy deliveries to the casting area were spotted recently. None were definitely Gigapress parts, but it's the most likely candidate. (Could also be a new 'small' one though..) The casting windows were covered/blacked out a few weeks ago, so there's definitely something interesting...

Theoretically going to front Castings should free up some stamping capacity. But I doubt those parts are done on the big body-panel one. Might still provide a chance to shuffle around some allocations and reduce die changes.

And the new wide camera should have about the same range/Resolution as the old main camera.

Unless they explicitly referenced the current motors as SRPM and the new rare earth free ones as PM (which I don't remember to be the case), it's most likely just a simplification for presentations sake. Likewise pure iron magnets are still PMs just usually with less magnetic force per...

Did they roll down the windows to avoid having to search all attendees for steel balls? ;)

Well, there's rather strong evidence of a model 3 refresh. And I'd expect that Tesla won't just get it up to Y level, but push some components one step further... Thus it follows, that MY now has a gap to close and overtake again.. And my bet/wish for the Model 2 announcement: Take a MY, put it...

Is Samsung really putting all the supporting industry/steps in the Texas facility, or will the wafers circumnavigate the globe twice anyway like it's currently done for most products in the industry? I think even TSMC sends some of their completed wafers to Malaysia or Indonesia for final...

Regarding the side Castings, is anything preventing adding steel reinforcements after creating the 'perfectly box' out of Castings? It wouldn't eliminate all BIW steps but could still be a noticeable improvement, as they could skip the inner or outer side assembly...

That's a European number plate, so likely just a CCS equipped char

Berlin update: Apparently last week Berlin was down for maintenance and 'upgrades' according to the regular filming youtubers. This weekend the first blue Ys and a couple of front castings were spotted..!

Well, the new definition removes the option cap to stay under the limit. Might bring in some juicy margins with people using up some of the price drop to upgrade...

So you can't do a 90% down-payment with 1$ buyout. But you could do a 0$ down-payment, 1-month lease with a 90% value buyout. With the buyout contract signed at lease start? As that would be way above face value.. Could get a ~6% ROI if the lease just takes a 500 flat fee.. (Adjust for...

Looks like a triple rear casting per side. Maybe they can integrate some of that on the final casting. Although bolting together a few castings seems pretty fast and easy. The two casting pillars seem to line up nicely with the rear slope of the roof. So there's some internal structure in the...

Yes, but a friction based clutch is what I assume to be the thing most people think of as a wear item. Enganging a synchronized, torqueless gear-ring is in a whole different league of wear and tear

1) they aren't using real clutches, more like dog-teeths that are engaged or not. 2) the whole regen topic is a speculative issue. And even if there is a possible issue, Tesla could just declare it in the manual. Because: This isn't a car, but a professional tool. If it's your job you're...