Recent content by MC3OZ

I always assume Tesla are dong to do what they say they are going to do unless. 1) It is a bad idea, or 2) it is very hard to do. 1) This looks like a great idea to me, and sometimes challenges and limitations force companies to find great solutions. 2) I can't see why this would be...

I wonder if all new Tesla vehicles will have an 800V/48V architecture. The CT battery pack can split in half to charge at 400V, but the native mode is 800V charging. If think this possibly impacts on the Supercharger rollout, because deploying more V3 Superchargers might not be a future-proof...

I wonder if the US is considering giving assistance to Africans fighting against Russia in Africa. Some of the money to fund the war in Ukraine comes from Russian pillaging of resources like gold in African countries. Russian military efforts are stretched, and this is perhaps an opportunity...

My impression is Xai is mainly developing Grok and similar LLM products similar to the AI Microsoft, Google, Apple and others are developing. Mainly to do with words, text and speech. Tesla AI is mainly in the vision space FSD, occupancy networks, object recognition for Optimus. It would be...

Perhaps what was really wrong with the 4680 program was the initial timeline and sketchy details of what would be achieved when, But they have fallen a long way short of production volume targets that were stated. At one time Drew walked back expectations stating that many of the Battery Day...

I doubt it, 100% of his net worth is probably tied up in Tesla shares. :)

It is certainly a lot more comfortable to ride in, and has a lot better handling than a regular truck, No product can satisfy 100% of buyers in a particular segment, It will work as a truck for some people. Many that work in construction here drive similar vehicles, Most building materials...

Sometimes taking a job isn't just about money, the additional factors are;- Interesting / challenging work. Building the skill set / resume. Working in a good culture, with capable team members, and minimal politics. The mission. Employee benefits including shares. The average salary doesn't...

Not so sure about superior EV's in and out, but they will get there. It is hard for one carmaker to cover all of the market, Toyota managed that by creating the Lexus brand. At the higher end, Tesla will compete with Roadster, Model S, Model X, Tri-motor Cybertruck and performance Model 3/Y...

On a bus or a train you are probably sharing with a stranger, and the seat may be smaller. This ticks most of the boxes for what I hoped to see, and what I expected to see, Narrow frontal area means less drag and hence fewer kWh per mile. So I may be in the minority, but I hope the final...

Yes, top priority for the Chinese is energy independence which means no imported fossil fuels. Beyond that Tesla is a very good example for Chinese EV makers to copy and compete against. A term used in sport is "iron sharpens iron", to become the best, you need to compete against the best...

What has occurred to me is:- Circumstances changed Strategy changed. Financial pruning was necessary. Elon started getting more involved, and then started digging deeper. When the macro environment was good, interest rates were low, all projects seemed to be on track, there was not an urgent...

It think it is more like "we can't match the Chinese without the unboxed method, Optimus and perhaps 4680s". New technologies like Robotaxis will have higher margin due to less competition. In the meantime the technology basis for cheaper EVs can be proven and de-risked. And the final stage...

Rochedale was fairly busy during holiday times (personal observation - limited visits). It could be that the Springwood charger is an alternative to expanding Rochedale?

An important consideration is if Elon believed the statements were true when he made them. An another important consideration is if those targets are eventually hit, even though that is several years after the originally predicted dates. IMO any pivot that happened, was due to Elon now seeing...