dedicatedtek
Member
I've got a spot for one."...running out of room to store CT"
(If they would only say my reservation is ready)
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I've got a spot for one."...running out of room to store CT"
It should be 20% lower since the current price manipulation err movement is based solely on lower volumes, 1 week new years vacation in China, and MSM constant headline of lower EV demand.What is the line in the sand for Q1 deliveries? 475k, 480k, 499k? Or should i wait to ask this question closer to April 1st when goalposts have been moved?
What is the line in the sand for Q1 deliveries? 475k, 480k, 499k? Or should i wait to ask this question closer to April 1st when goalposts have been moved?
First new air filter on my 2019 M3P ordered on app in January, fitted by mobile Ranger (Model Y with back seats down/out in Van mode). Performed trunk harness retrofit that was clearly a programmed recall (free). 50 quid for air filter, delivery and fitting including tax. Did not have to get out of bed. Only visit to the service centre was for the squeaky control arms about 18 months ago (fixed under warranty). 95,000 miles
Tesla still need to deliver noticeable improvement with the next three updates. If they do, they suppress the entire non-Tesla (mostly ICE) car market, no?
There’s maths to consider here too. Many will say that only a small number of buyers are as vigilant as our hypothetical buyer above. But it doesn’t matter. Even if only one buyer in one hundred is FSD progress aware, that’s still a huge number of *additional* buyers, enough to move margins and queue up sales.
As an FSD owner since 2019, I have thought about this.Saw this yesterday from Cern Basher and I think it’s a big deal that almost nobody’s talking about.
FSD 12.3 is exciting, but more exciting is the rate of improvement. This rate of dev on the end-to-end model was completely unknown to outsiders until last weekend. Now we’re being told about fortnightly updates, each addressing 3 significant issues.
Within weeks the timeline to driverless is likely to firm up. As interventions go down, the value jump Cern discusses gets nearer. The assessment every car buyer *should* make is: does this value jump occur within the lifespan of my new car? If the answer is yes, her buying choices are 3,Y,X,S,Cyber.
Even if other brands license FSD, it will be several years before compatible models arrive. There’s far more to an FSD car than first glance. Start with seamless OTA and the fully software defined car, for example.
Tesla still need to deliver noticeable improvement with the next three updates. If they do, they suppress the entire non-Tesla (mostly ICE) car market, no?
There’s maths to consider here too. Many will say that only a small number of buyers are as vigilant as our hypothetical buyer above. But it doesn’t matter. Even if only one buyer in one hundred is FSD progress aware, that’s still a huge number of *additional* buyers, enough to move margins and queue up sales.
Might have to if $TSLA doesn't popI can't imagine any significant number of existing owners are going to have their cars used as taxis.
Joe's video is worth watching. It looks like thy are running out of room to store CTs.
I can't imagine any significant number of existing owners are going to have their cars used as taxis.
As an FSD owner since 2019, I have thought about this.
Any robotaxi network is, for a variety of reasons, about 5 years from the date that FSD is fully capable.
The first immediate value is take rate in the existing fleet.
The next immediate value is people in the same family, schedules permitting, can share the same car as long as its a Tesla.
The third immediate value is other manufactures scrambling (boy is it going to be a scramble) to get their own cars reconfigured to license FSD software and hardware from Tesla. Sort of like caving to the Tesla supercharger network. The will have zero ability to "copy" FSD I would think.
I can't imagine any significant number of existing owners are going to have their cars used as taxis.
Tesla doesn't have a million more cars to make each year to keep for itself.
But when those five years run, FSD becomes unbelievably valuable. I really think there will be so many buying opportunities along the way in hindsight it will be hard to believe.
Drop from where are now or where we’ll be at the Q1 ER?Q1 deliveries will likely come in much lower than that. In the short term the stock will probably drop after Q1 ER, long term it's just a bump in the road to the moon and beyond. One low quarter won't matter at all several years from now.
This is not helpful. It’s not his car, he’s waiting for his trimotor to be delivered. Show some respect for MKBHDthe important question is why he accepted the car like that. and yea, I do believe he would lie tbh... he talked smack before and he ended up getting paid to advertise for some ICE company. to me he kinda lost all respect, he's gotten too big and now he's milking everything he can, it's all for views...
I've been attending the 2024 NABCEP conference all week and it's batteries batteries batteriesI was writing in another forum about how renewable energy is growing at a furious pace, and came across this chart.
Anyone who looks at how solar, wind, and batteries make up 95% of U.S. planned utility-scale projects for 2024 and doesn't get on the Tesla Energy train simply isn't paying attention.
Source: Solar and battery storage to make up 81% of new U.S. electric-generating capacity in 2024 - U.S. Energy Information Administration (EIA)
I've said it once and ill say it again "Not all heroes wear capes", thank you for your sacrifice.Drop from where are now or where we’ll be at the Q1 ER?
Ok I’ll bite, I say we won’t drop below where we are now after the Q1 ER—try as the shorts might.
You want to know how I know?
I’ve sold all the remaining shares I needed to for my CT during this bear raid.* So the SP can go back up. You’re welcome all.
*among other reasons