Recent content by Doggydogworld

80 million Robotaxis, 20 million S3XY.

They're developing new models or least variants on the 3/Y platform. I suspect Tom Zhu is heading this up in China, where things happen faster (and cheaper). I don't think Elon is really involved. And that's a good thing.... Supercharger access is only an issue in the tiny US market. I expect...

Krafcik said it six years ago and a bunch of times after that. It's always been their plan.

Hyundai/Kia may be the first legacy above 100k in the US. That's spread over a bunch of models, though. No legacy or other startup has a model anywhere near the 125k required for basic economies of scale. And with Biden/Trump protectionism it's unlikely anyone will for many years.

EVs make only a small impact on GHG, anyway, but RTs could increase the impact: 1. We're battery constrained for next decade. Each 80 kWh in a 100k+ mile/year RT has 5-10x the impact of a privately owned commuter BEV 2. Carpool commuting is much easier with RTs 3. <100 Wh/mile 1-2 person RTs...

Small, but not that small. I do love your "extra room" tent. I want to be able to dry camp for a week or so at a stretch, so I'm looking at self-contained. Mostly those stand-up (kinda) teardrops, A-frame popups, etc. Most are 2000+ lbs, though some like Helio O2 are less. Solar and tapping...

Sometimes the PR department's understanding is incomplete. That's why Tesla is so awesome -- we get pure, unvarnished truth and airtight schedules straight from the horse's mouth! Great example. But some early video games had bugs which in some cases let you partly go through a wall or see...

Who even has the right of way at that intersection?

I can't imagine they disable the "avoid pole" logic when using Fleet Response. Even when FR screws up the normal accident avoidance logic remains active. When FR told the car to run a red light in SF in January the car still stopped when it detected a moped crossing its path. They clipped a...

The clip at the top of the blog entry shows Waymo obeying hand gestures to turn right with no help from Fleet Response. But watch the visualization of the step van behind it -- they show it cutting the corner onto the sidewalk then rolling over on its side!

Why wouldn't EPS be the same as Q1 with 387k deliveries? Your 1b operating income already includes the "one-time" layoff charges, right?

Definitely should not count as a disengagement. Or an intervention. Request for confirmation/assistance is a completely different metric. Never execute the passengers!!! (Well, maybe the really annoying ones....) Waymo should not have hit the pole, full stop (ha). There is no excuse. That's...

The one without a safety driver, duh. Yes, I'm being sarcastic and no, I'm not a member of the "Tesla is L2, stop even talking about it" club. But people don't seem to grasp how good a system must be to remove the safety driver. Waymo did 10 separate 100 mile loops without intervention in 2009...

It's an upfront cash buy down, e.g. the bank sends Tesla 35k instead of 40k. They were giving 4-7k inventory discounts before, now they just apply the discount to the loan instead. Shouldn't have a big affect on financials. Tesla should still quietly offer cash discounts for buyers who don't...

Flufferbot? I've soured quite a bit on the Robotaxi business model. Even Uber/Lyft replacement, which seemed like a slam dunk, is going to be a long road. There are just so many weird things with pickup/dropoff, parking lots, multi-stop, etc. that cause problems long after you've figured out...