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Tesla's Supercharger Team was recently laid off. We discuss what this means for the company on today's TMC Podcast streaming live at 1PM PDT. You can watch on X or on YouTube where you can participate in the live chat.
Thank you for your support.
I'm in Germany and many brokers only offer subscription warrants for TSLA. Those stretch up to $800 in June 2026. Those seem a tad too risky 😉
That's another head scratcher for me. If the emitter (big bank) goes bust, those warrants go with them. So US options would...
How crazy would a leap of faith be?
I'm currently 100% in simple TSLA stock (since 2019), but more and more interested in LEAPS.
Especially OTM Dec25 Calls like $300 or even $450.
I'm a strong believer that Teslas rapid speed of innovation and efficient execution will accel them to the most...
Giga Berlin can expand 100 hectar for logistics lots and other stuff. This land was not part of the initial deal and has to be re-zoned.
The right 1/3 of this map
Will take some years for all permits though.
As the base prices of the Model 3 and Model Y are higher than 40K€, all 3 and Y only qualify for the higher bracket, so let's focus on this.
2022:
- 5000€ from Govt (post purchase)
- 2500€ from Tesla (already factored in the displayed price)
2023:
- 3000€ from Govt (post purchase)
- 1500€ from...
Some less green in Berlin though.
Progress looks good.
No drone flyovers were allowed last weekend (and are generally only allowed on weekends). 50m alt limit too, because of the nearby airport.
Jon at Cleanerwatt once again got some nice hints on 4680s.
Seems he got some good sources.
Main points:
Anode in Kato is 90% done with DBE (dry battery electrode) process. 10% in wet process are likely for testing/benchmarking.
Cathode is still made with the wet process, difficulties that...
Report that Giga Berlin built the first test 4680 Model Y.
Standard Range, Single Motor
4680 not from Berlin
Far from mass production (maybe Q4)
Second test 4680 MY will use front casting made in Berlin.
Downtime in Berlin will end on Monday. Some new equipment tests were done the last days...
For Europe and co regarding FSD:
New UNECE draft on DCAC (Dynamic Control Assistant System) as part (enhancement) of ADAS (Advanced Driver Assistant System), not to be confused with ADS (Automated Driving System). Some currently prohibited stuff will be possible as an ASSISTANT system...
Regarding Giga Berlin extension:
The primary factory extension will be north of the first quadrant (car production) and a half (drive unit and battery cell building). This is already industrial zone, just like the first two quadrants. Hopefully the permitting will be a bit faster (no changes in...
That's only true if the fourth event (truck) requires the third (robotaxi) to be 100% completed. The third requires the second, and the second the first.
You also have to be careful whats your basis for the probabilities.
You can say: 25% chance of robotaxi, if FSD is solved first. Then it's...
Let's get one thing straight. The black forest is part of the German state Baden-Württemberg. And it also is home to Mercedes-Benz and Porsche. Stats from 2018 show 233k employed in the automotive industry in BW vs 208k in Bavaria.
Bavaria is obviously the flashing target because of BMWs freedom...
That's just protection from the new construction site on the right (south).
Phase 1 (Model 3) gets an extension to the west in the north and south for now, maybe in between later on too.
You can see that here from 1:32 on:
New Fremont flyover:
If the video is in real time (looks like it, or close to it), the cycle-time for the gigapress is currently at 1:46 minutes (opening at 7:26 to opening at 9:12).
That's 300k pieces/year with 100% uptime and 240k pieces/years with a more realistic 80% uptime.
But it...
Tesla Berlin withdraws application for 1.1B Euro Battery funding.
I've no idea why, yet. The 1.1B Euro state/EU funding was almost a done deal. Maybe Tesla is more agile without it...
Another very good analysis from The Limiting Factor:
Teslas path to 600 GWh cell consumption in 2025. Where a 50% CAGR is commented as "moderate". Key supply issues could be Ni beyond 22 and Li beyond 24. But we know how Tesla handles supplychain problems.
Andrea James on how to improve this hive mind:
No analysis of Tesla, but general thoughts and recommendations for really getting to know a company.
Plus some really important issues of the world in the second half of the interview.
Andrea is awesome, sad she doesn't cover Tesla anymore. But I...
Documentation about GF Berlin in German mainstream media. 45 min also available in english: Turbo,Tempo, Tesla: Elon Musk in Brandenburg (English version)
One of the first lines: "Germany has a resource that Tesla urgently needs: WATER!"
Followed by a statement from some water guy: "When the...
VW doubles its intended BEV share to 70% in 2030 for Europe. 50% for NA and China.
VW aims for 70% EV sales in Europe by 2030 - electrive.com
I give them 2 years to communicate that it'll be close to 100% in all markets.
Primer or new color?
Model 3 or Y?
Edit: Upon closer inspection, it could be a wrapped test mule. I heavily doubt the color correction theory below.
/Edit
I believe the bitcoin and ethereum chains are old tech. You can try to fix that (with layer 2 like lightning) or gradual chain upgrades (like beacon for ETH). But that takes time and probably will leave some edges.
There are new kids on the block on layer 1 who can do a lot of things way...
You guys remember that level 4 autonomy law introduced in Germany from earlier this week?
I was too lazy to summarize it thoroughly. It's basically made for commercial providers only.
Here is an overview by Steven Peeters with help from @avoigt
My hope is that Tesla masters FSD outside of...
Giga Berlin got another preliminary permit to install equipment in stamping, painting and body in white shops today.
Casting is not included.
Tesla erhält Zulassung zum Einbau weiterer Maschinen
Good overview of how Tesla influences its battery supplies.
Roadrunner is gonna be a whole other ballgame though.
Check Out Tesla's Influence On The Top 3 Battery Suppliers Globally In 2020
Tesla reintroduced Enhanced Autopilot in Europe today.
3800€, incl Navigate on AP and smart summon.
FSD is 7500€ with stop sign and tragic recognition and stopping/starting.
Drive on city streets in "the near future".
This is not acceptable. Tesla should not sell those LFP cars in colder regions without clearly stating their limitations.
I watched the whole 50 min video and read a lot on german forums. The LFP BMS is not even ready for a beta test. Tesla went too fast with the introduction of LFP. This could...
Roughly 3k € price cut for all Model 3 in Germany.
SR+ 40k
LR 50k
P 55k
Incl VAT
https://www.reddit.com/r/teslamotors/comments/l1643c/tesla_lowers_prices_of_the_model_3_in_germany
Minus 6k € subsidy.
Germany is starting a strong lockdown from next Wednesday until minimum January 10th.
It's likely that car dealers have to close. (They had to close back in March, but were allowed to open sooner than other businesses).
Home-delivery could still be legal.It's also possible that Tesla could...
Giga Berlin
Some unconfirmed snippets from Teslas forest clearing request that got approved on Monday:
Tesla will spend 1B Euro on construction (not specified for which stage, nor if equipment cost is included - IMO for 1st stage incl equipment)
300M Euro already spent
Because all permissions...
VW CEO Diess talks openly about the challenges ahead for VW (and legacy auto industry).
He knows that VW needs to massively transform within the next 10 years, or they'll cease to exist. They try to catch up to Tesla by 2024.
How we transform Volkswagen
Or if you want to watch SMRs (Solving the...
German engineering firm Saueressig to set up battery cell production equipment in GF Berlin and Texas. Already at work at Kato Road.
Saueressig said to set up cell production for Tesla - electrive.com
1. The period from final warning to cutting the water supply is 14 days. There were several warnings. I guess Tesla is late by some months. (I live in Germany and we're not trigger happy in regards of cutting the water/electricity)
2. see 1.
3. see 1.
4. what shorts sellers? This is just a plain...
Come on Tesla!
Tesla didn't pay their water bills in Berlin, now the utility cuts the water supply until they get paid.
Tesla got several warnings.
This is just an unnecessary invitation for all the "Tesla kills the groundwater" critics. Which is the main argument against Teslas factory.
And...
Visual speed limit sign recognition is getting released: 2020.36 Release Notes includes Green Traffic Light Chime and Speed Limit Sign Recognition!! : teslamotors
Picture by u/SatinGreyTesla
Edit: Following rumor post on reddit got deleted. Enjoy with care!
Rumor has it, that 2020.36 is an...
Homeschooling with Rob part deux:
I like that Cramer is open to Robs insights. And I think Camer will learn enough to dismiss/obliterate some bs FUD from CNBC guests right away.
Elon -> what if the L is a pipe, marking the split -> e|on -> one. Another anagram, which got prominently used in the past, is neo. This guy really figured out the matrix.
This is not 100% correct.
When they accelerate, the BMS current goes negative, they even say that in the video @ 5:35.
And you can see that they accelerate at that time.
And BTW there is no way that the battery will have to "put out 80kW" when stopped. Charging at 80kW from the fool cell and...
New Audis coming out this autumn in Germany
Car
Range [km] (WLTP)
Power [kW] (official)
Price [€] (Germany)
Model S
610
310
80k
Model S Performace
593
449
97k
Audi e-tron S
360
370(Boost)
94k
Audi e-tron Sportback
365
370(Boost)
97k
e-tron 50 Quattro (since 2020)
300
230
67k...