Search results

FWIW I closed out my position this morning pre-market at $92.70. Kept a few hundred shares for the long term. RT

Story today on the NYT Daily Podcast is about Tesla: How Tesla Planted the Seeds for Its Own Potential Downfall. Specifically, how the China factory paved the way for Tesla profitability. Summary is that Tesla wanted China to adopt the same sort of EV credits that worked in California. States...

Have I unretired? Still fully employed Did you over sell and now realize you don’t need so much cash on hand? Cashed in some chips since TSLA was a large % of my overall portfolio. Or you simply no longer wanted to hold TSLA for whatever reason? Still hold about 85% of my overall TSLA...

Yup, my typical pump and dump to get the TSLA Fanboys/girls to part with some of their well earned TSLA investment $$$. ;) RT P.S. I did sell some TSLA toward the end of last year (perilously close to retirement) and have been looking to invest a bit of it versus having it sit in cash. The...

When you disengage FSD, it gives you a prompt to send a 10-second voice message to Tesla letting them know why you did that. First time that happened I didn't see the prompt in time to do that. Today I disengaged once and was able to send the message. Todays disengagement was because I already...

Saw an article in the NY Times today about an ETF that holds shares of startup tech companies like Stripe and SpaceX. I didn't see a mention of this in the SpaceX thread, so I posted a link to the NY Times story. The ticker symbol is DXYZ. Should have seen this sooner as I follow space stuff...

SpaceX and other startup ETF: DXYZ https://www.nytimes.com/2024/04/05/technology/invest-private-tech-openai-spacex.html?unlocked_article_code=1.iE0.SiYc.PqKknsh_tS0Q&smid=url-share https://www.cnbc.com/quotes/DXYZ?qsearchterm=Destiny%20Tech100

Not been following the discussion, but did download the FSD release and tried it out. Attempting to take some side streets to the freeway, then proceed to a park down the road a bit. Green arrows show the route taken. I thought it was interesting that the navigation decided to go right on Fair...

From Germany yesterday...

I got these to replace the original floor mats. Was $347 total upon delivery. These are not fabric, but a very tough slightly flexible vinyl. After 3 years there is no visible wear under the pedal where the right foot rests. Note that I'm in SoCal so never see snow and there is limited rain too...

Evannex rubber insert. This is what I have, works great. Fits the Starbucks slim metal thermos that holds 16 ounces (grande) perfectly. Also snugly holds their 3 different paper cup sizes. I don't do any kind of 32 or 64 ounce big gulps, so YMMV. The red California themed thermos matches my Y...

New cottage industry of 2024 is going to be bloggers/media camping out or "investigating" every instance where non-Tesla vehicles have an issue with charging at a Supercharger. The list of issues discovered will be long, giving just one example: An F-150 Lightning charging at a Supercharger with...

I believe the Sunrise canyon location is all V3, as it was lit up fairly recently. RT

Can someone explain this: 27,000+ stalls for Teslas 15,000+ for NACS 500+ stalls for other EVs The 27,000 is the superset of Tesla Superchargers. The 15,000 are the subset that Ford or other non-Tesla cars can use. What makes the 15,000 available to other brands different from the other 12,000...

https://www.politico.com/news/2024/02/27/tesla-biden-electric-car-charging-00143431

Anybody ever charge here using the CCS DCFC's? I just posted the following on Plugshare after not being able to charge the EV-6. Apparently others are able to charge, I'm obviously "special". One of the recent check-in's stated you have to use the Shell Recharge app to scan the QR code. The app...

Pictures 3 and 4 are of the lot that Tesla recently purchased.

The video screen frame is up!

Probably in the minority here, but here goes... Been riding the tiger for over 10 years now. Also getting closer to retirement age, likely already there. I always thought that the TSLA stock price would become less volatile over time once Tesla became profitable and their earnings became more...

I concur with this. I had my Model Y windshield replaced and got the 50% off and no issues with Tesla Insurance. My 21 MY rates are about $200 per month so if you can insure a 24 MYP for that I would say that sounds pretty good. RT

One more nail in the coffin... https://insideevs.com/news/708156/shell-closes-california-hydrogen-stations/

https://www.eia.gov/todayinenergy/detail.php?id=61386

https://www.caiso.com/TodaysOutlook/Pages/supply.html#section-renewables-trend Go to Renewables trend -> Options -> View peaks and daily production The Y-Axis in my chart is MWh. I add these up every day and compare a rolling 12 month average. RT

Interesting chart @iPlug. It must be derived from different data than the CAISO supplied data, though I haven't checked the source provided. I have been tracking the CAISO supplied data for total electric power. See my second screen capture for where I pull the data from for the first chart...

Speaking of Russ Mitchell, he has an article in the LA Times today about the abysmal state of public EV charging in California: https://www.latimes.com/environment/story/2024-01-24/california-ev-charging-stations-broken Tesla gets a mention, with a heaping plate full of FUD too: Distressed by...

Solar expansion in recent years saves Texas during cold snap. Storage too. https://www.expressnews.com/business/article/texas-solar-power-set-record-ercot-passes-latest-18610357.php

BMW looking to also deploy humanoid robots... https://www.reuters.com/business/autos-transportation/bmw-taps-humanoid-startup-figure-take-teslas-robot-2024-01-18/

LOL, funny story: Mrs. Toe's 2015 Kia Soul EV (formerly mine) is now in the shop begging Kia for a new battery (second large battery replacement), with this saga in it's third week. Anyhoo, they did provide an EV6 for her use while they presumably spend the next several weeks/months...

Just for fun, I went to Plugshare to try and find a reasonably close by EA site that had the new 350kW units, to check out the reviews, maybe visit some morning when I have a good Starbucks buzz working. I found a site in Burbank that looks to have 10 of the new chargers: Checking the...

Here is a link to the actual plan, my above link was to an addendum: Cycle 4 Plan

Yeah, no uptime requirements. Just a big word salad...

Probably correct. I was initially pretty excited about this when it first was being discussed (7 years ago). I think it ended up being a case study in how to squander/waste $800 million dollars over 10 years. There is this hopeful nugget. But a non-functional 350kW charger is no better than a...

EA Cycle 4 Addendum: CYCLE-4 CALIFORNIA ZEV INVESTMENT PLAN CARB Cycle 4 analysis: STAFF ANALYSIS OF ELECTRIFY AMERICA’S CYCLE 4 ZERO-EMISSION VEHICLE INVESTMENT PLAN And a bit of background for those not familiar with the long history of this... RT

$10 gas > EVs sell better > Including Tesla's

Looks like Tesla is trying to hit the 2.5 million production target for 2024... By the end of January! Image courtesy of latest J. Tegtmeyer video.

Here we go: China Giga-Factory is now running at 1M vehicles per year. The first million cars took 2.5 years to produce, the next million took one year. Presumably they are not sitting on their collective laurels and will be improving on that...

Here we go: China Giga-Factory is now running at 1M vehicles per year. The first million cars took 2.5 years to produce, the next million took one year. Presumably they are not sitting on their collective laurels and will be improving on that...

No idea, but I would assume that they wouldn't be shouting that from the rooftops for competitive reasons. 🧐 RT

Back when Rivian was over $100 per share he said it was going to $9, and not to buy it before then, as they were going to go through production hell like Tesla with the Model 3. I believe $12 was the low point, but anyone correctly calling an 80% return in one year probably shouldn't be ignored...

1,000 charging cycles, 95% capacity retention. Single cell being tested. Possibly 300,000 mile pack lifetime. https://www.marketwatch.com/story/quantumscapes-stock-rockets-on-record-volume-after-its-solid-state-cell-ev-battery-significantly-exceeded-endurance-test-requirements-122bb672

Auto makers pay Tesla $8 billion to purchase BEV credits: https://frontiergroup.org/articles/automakers-could-have-learned-to-build-evs-they-paid-tesla-to-do-it-instead/

Of note in that Kyle video is that he said over 50% of the people he talked to didn't know what the Cybertruck was. Tesla is still a mystery to much of the general population, or at least the Cybertruck is. RT

Good discussion. I also will duck the question of what Tesla vehicle production will be in 2024. But as a long term investor, not too concerned about that... The important thing going forward is company growth, and whether the various irons that Tesla has in the fire can support the current...

The Tesla rollout of the Supercharger network to other manufacturers will take maximum advantage of the Tesla app software to route other manufacturers vehicles, in real time, to Superchargers able to most easily support their seamless incorporation into the Supercharger network. TL;DR: The...

I was on the v3, but didn't notice the power as I was taking pictures. :p Site was busier than I have ever seen. Eddie World was full too, with a small well formed line.

More pictures later today. Let me know if there are any specific requests. RT

Right side of second picture shows cables on pavement in protective cable guide coming from original bank of electronics. Could be the new power equipment isn't connected to the grid yet. I should have taken a picture of that setup too. Obviously temporary. RT

One row of new ones open it looks like. RT

I'll be there early Sunday and post pictures, but hopefully someone will report back before then. RT