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I think the number of superchargers this $500M equates to seems to be on par with a multi-year trend, so I find it to be probable.

Latest Elon drama involving RFK's running mate Elon Musk Had An Affair With Google Co-Founder's Ex-Wife, Claims Report

To get back to the facts regarding superchargers... Here is a list of annual number of supercharger locations and stalls with annualized growth rates: Now it is immediately obvious growth rates have been declining since 2020. However installs have been steadily increasing by a couple thousand...

@Knightshade you own a Tesla vehicle, yes?

@Knightshade I find you insufferable

Unfortunately, I don't think Rivian is going to make it out of the FCF valley of death. It would be great if they could scale like Tesla.

Here's some oversight: Do you feel foolish now? Posting what you have just days prior to this... Elon Musk Announces $500M Investment In Tesla's Supercharger Network Expansion In 2024 I wonder if you possess necessary humility to admit it?

@DarkandStormy I suppose you own a Tesla, yes?

A car company that also happens to setup energy storage projects measured in 110s of MWhs GWhs ...ehh...probably nothing...

Obviously it's going to be the hotness for a bit https://www.forbes.com/sites/maryroeloffs/2024/04/09/tesla-cyberbeast-sells-for-twice-its-sticker-price-at-auction-in-first-test-of-hyped-trucks-resale-value/?sh=289787e764bc

It's up to 1200/day - 75k per year. In one of my prior posts. Reportedly also a peak production day this week on Cybertruck of 250 - burst. anecdotal support to this: In my neck of the woods, CTs are flying off the lot

Congrats!

I'm so FSD addicted I refuse to take delivery until FSD is running on CT. Who drives anymore anyway? This is 2024. Pick: a human or AI chauffeur. Plebs steer steering wheels.

Slow clap

The return on the megapacktories are enormous. Only $200M to build something in Shanghai that churns out $10B+ in revenue annually once ramped!

Bet. Thanks for remembering

The bottleneck for Autonomy is real world video data. Tesla has more of it. It's not theory.

Reposting...for posterity https://www.tesla.com/ns_videos/2023-tesla-impact-report.pdf

So you read it already? It's just as impressive now as it was then, isn't it?

@replicant Would you care to elaborare on your thumbs down (this ought to be good)?

One has years of "go anywhere" experince and data, the other literally just got started.

If that's your stance, then you would be overlooking the most important factor in improvement of autonomous vehicle software: Real world video data. It matters greatly when it comes to pace of innovation.

I like that he changed his mind, as the most humble and intelligent humans are capable of

XPeng has sold as many cars in China over its entire existence as Tesla sells in about 20 weeks in China. They will have to at least 10x their volume to be considered competitive. Judging by their growth YOY b/w 2022 and 2023, I think that's unlikely. "No True Scotsman Fallacy " - thanks for...

I know people (in particular some of my most dear feminist friends) who try to paint Elon as a misogynist. His selection of and long-term relationships with Denholm and Shotwell, in particular, are often one of the ways I counter them. They are truly remarkable women who young women everywhere...

Human attentiveness is paramount until L4 is proven out

Which Chinese companies offer L2 self driving in all locations across China without limiting access to certian cities or road types?

I missed this last Dec. Apparently.. "BANGKOK, Dec 7 (Reuters) - Thailand's Prime Minister Srettha Thavisin on Thursday said he showed Tesla executives around industrial estates in the country last week for potential investment. "I went out of my way to entertain them so they would fall in love...

It is being reported that within a month (so likely 12.5) FSD will recognize hand gestures. From 12.4 notes regarding camera detection of driver attentiveness ... The car can only rely on the vehicle's cabin camera, and therefore remove the steering wheel nag under certain conditions: the...

Not advice, but I heard people are taking their 10-100x win in NVDA and moving some back over to TSLA.

Why do you continue to engage in such vapid skepticism?

THIS!!! EXACTLY! It's a shame we don't have leadership in this country that truly champions the superiority of Tesla's (semi-)autonomous safety features that have been saving human lives for years now. The data is irrefutable. This type of technology, FSD in particular, ought to be the...

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@DarkandStormy did you happen to read this? I wonder if this Jensen fella knows more than us about this stuff?

The AP data are consistently superior to only humans by 5-10x+ going back 6 or 7 years. The data may not "control" for road type variability, but the statistical difference is far too vast to ignore.

Would you mind elaborating on this some?

Yes. I wasn't suggesting they use nickel for the Megapacks, I was suggesting this would give Tesla access to vast nickel reserves.

The 2022 and 2023 safety data is remarkably better than a human, isn't it? I wonder why other car manufacturers don't ever publish quarterly safety data? Don't you?

Indonesia Megapacktory still in play. This has seemed likely, and now perhaps not far off, given Indonesia has such vast nickel deposits to offer in return https://apnews.com/article/indonesia-musk-ev-battery-nickel-56bb9c1eb2ea6ffb09055be719bfb303

Shanghai Megapacktory is going to be built at Chinese pace. https://teslanorth.com/2024/05/13/tesla-megafactory-in-shanghai-gets-construction-permit/

@Knightshade K

Autopilot Safety: Punchline: 1150% Safer than average humans in average cars, 750% safer than human-driven Tesla cars "In Q1 2024, Tesla recorded one crash for every 7.63 million miles driven in which drivers were using Autopilot technology, a new safety record and a 16% improvement vs the...

Cybertruck production crushing Tesla Increases Cybertruck Production Run Rate by a Whooping 50% in Three Weeks – Annualized Cybertruck Production Now Seats at 75,000 Units Following a Buttery Smooth Production Ramp

I appreciate (and agree with) so much of this perspective. Although "days to cover" may be importantly predictive of a short squeeze (I have used my understanding of this to my advantage dozens of times when trading [not investing in] stocks such as GME and FUV to name just two of many), but it...

Of course there cannot possibly be sufficient data to "prove" this prediction. Certainly just a theory at this time until we have thousands on the road. You'll see... The first data point I have seen stating that Tesla Semi "achieved better than 95%" is quite encouraging. I can't find any...

Ok

Ok

Being the most shorted isn't at all significant, got it

Ok

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