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2 weeks?

Can't read much into this. $100k revenue per car per annum:

Also that Tesla will own a portion of the fleet outright. For me, the natural allocation is if you don't have a steering wheel then you won't have as much flexibility in managing your investment and dependent on Tesla everyday.

I don't think so. It will just have a cyber look.

Surely TMC rules prevent you all travelling together to maintain primogeniture.

Updated threads: Tesla to license Autopilot / FSD HW4 & HW5 Discussion Tesla Optimus Sub-Prime Robot Tesla Network prerequisites "Unboxed" Gen 3 manufacturing Process Gen 2.5 2025 model discussion *NEW* Tesla Robotaxi (Gen 3) Vehicle distributed AI inference compute discussion *NEW*

Elon advised that HW4/5 can be leveraged - vehicle owners will get paid.

It will take 3+ years for them to incorporate into cars. "Wouldn't be surprised if we sign two OEMs this yr"

Negotiating with a major OEM

Sounds like it will be named CyberCab

HW5 will be in cars by end 2025. HW4/5 Will be used as distributed inference computing.

Elon just advised that Tesla will own a portion of the fleet outright!

In factory end of this year and could sell externally end of next yr.

Place to discuss Juniper Model Y, Compact Crossover etc. Not Robotaxi or Gen 3 unboxed models.

It's out: https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf

There are parallels with Dojo and 4680s and probably other products: Elon does not want to be second best and these products have real competition and it is an evolving requirement - not Tesla killers like the VW iD4 but Nvidia and CATL. Elon will have delayed their manufacturing ramp more...

More info here:

SpaceX Mars Mission and Funding Discussion

Tesla is building data centers in Buffalo, New York, and Austin, where it’s headquartered, to process the footage captured by its vehicles and train its driving systems. The Buffalo site is further along, while the Austin one is struggling with cost overruns, people familiar with the projects said.

24m impressions

So possibly referring to a Raptor 3.5?

It has been said previously. Could this be going better regarding USA and Europe market share? We used to hope for 20% but it seemed like a distant dream. Now it is difficult to see anything less. Is anyone confident of any company other than Tesla having >5% market share in 2031?

4.20 day tomorrow. Rumoured to be Highland Ludicrous launch day. Could Juniper launch as the one more thing 8/8? I would prefer to avoid soft launches. They reduce osborning but at the expense of visibility imo.

Liked by Elon:

Tricky spot