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Seems like Tesla might really be trying to get more into the European market:

Toyota doing Toyota things 😂

Hopefully a good sign for the automotive market, too.. https://www.bloomberg.com/news/articles/2024-05-28/apple-s-china-iphone-shipments-jump-52-as-rebound-gains-steam

2nd order fudster ;) ?!

As usually quickly and nicely plotted by @piloly on X:

I do have autopark now but it does not seem to be the new autopark where you can pick one of multiple parking spots. Not even sure it went away, I hadn´t used it for a very long time after the initial excitement went away (cool to see what the tech can do, but if you can do it better yourself...

Interesting that German energy giant RWE (mostly known for brown coal mining around where I live but becoming player in regenerative energies also lately) is building a big battery in Australia, and more interesting that it is choosing Tesla as a supplier. Maybe the popularity of Tesla in...

BTW got the spring update 2024.14.8 on my 2019 Model 3 yesterday and really happy with it, especially the wipers now work as they should :). Also love the new visualizations where you can see all the pedestrians and cars the system sees and brake lights and blinkers. Talking about blinkers, also...

This plot makes zero sense. Plotting against the battery age in days means nothing if you don´t know how much the car is driven every day. Most likely the car is also driven different distances every day so the data is even distorted. Next, this is only from one car obviously (looking at the...

Fun fact to end the day 😂... Ahead of the election for the EU parliament, the German Christian Democrats (biggest conservative party, currently in the opposition) put up an online vote asking people whether the 2035 cut off for selling ICE cars in the EU that was already passed should be taken...

It was @unk45 in this post. Do you have a source for that info?

Source article linked by Sawyer doesn´t mention the 35%, so likely his quick-and dirty back of he envelope math not having in mind the building for lathrop was already there.

And yet another intersting piece ofn information from the impact report - what was our last assumption for growth of enery storage business? EDIT: They are talking about 75%+ growth in deployents, which I take as MWh, so growth in revenue should be less as cell prices come down.

Info on construction on Lithium refinery, hadn´t heard about that one for a while... seems to be from the new impact report, too:

Info on 4680 from 2023 impact report. TheLimitingFactor calls pack level gravimetric energy density "middle of the road"= average compared to other packs. Question to the experts here: Does the 4680 pack get some bonus for being structural (because it saves some structural parts that would have...

Ironically, I never did - got my license in California during my student exchange year in high school there :). IMHO doing some sports goes a long way in keeping your reaction times low. /OT

Still there for me, not much change in stock price to be expected for today judging from max pain:

Wow, those are not average human drivers though.. is this slomo ;) ? Really an edge case of slow reaction time here for both IMHO.

A lot of detail here, seems a huge improvement in production efficiency from Y to CT:

According to Tesla methodology (hat tip @willow_hiller): To ensure our statistics are conservative, we count any crash in which Autopilot was deactivated within 5 seconds before impact (Reposting excerpt to make it more visible)

Source?

More praise from NVDA earnings call:

My bank (DKB) in Germany told me And supposedly it is now too late to transfer them. I this something specific to German banks??? Would be surprised it only they keep the shares locally. Or is it an excuse because they don´t want to put up with the administative work?

New Gigapress... Cybertaxi? Model 2?

In the twitter thread someone who acts like she works at Giga Berlin (where this was filmed) says this is just a regular Y used to drive people around, which has been colored just for fun. Seems legit to me. Tobi Lindh who took the video says it appears to be a tight turning radius due to lens...

The post you quote from Papafox is from May 1.. but the same mechanisms might apply today.

Could also have been the rumour about Model 2 coming in 2026

Seems like they could switch to starlink only when the car is in a rural area where there is no cell coverage.. Could market it as a safety feature for people going out camping/offroading.

https://www.gov.uk/government/news/self-driving-vehicles-set-to-be-on-roads-by-2026-as-automated-vehicles-act-becomes-law

Yeah.. I don´t remember the timing exactly, when were we estimating the 1/k per week and when was the stop of deliveries due to accelerator pedals? Maybe that was what was limiting deliveries in March. EDIT: I looked it up, both (1000/wk production and accelerator issue) were only in mid-April...

Are the two items I put in bold related? If so, the latter might be moot..

The Grünheide city council has voted for the expansion of Giga Berlin (freight train station and logistics area): https://www-sueddeutsche-de.translate.goog/wirtschaft/gruenheide-protest-tesla-1.7252447?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en-US&_x_tr_pto=wapp...

This is March data.. @Troy

I guess that´s part of the deal, Tesla gets Baidu´s maps and Baidu can use FSD for its robotaxies.. Wonder if either party still gets money

If WSJ is right it looks like Robyn Denholm will be doing that job. Behind pay wall unfortunately..

Single/local data point but still nice to see: Model Y first place in passenger car registrations in April 24:

ADAC, the German version of AAA, has published the tops and flops of its car breakdown statistics, Model 3 is in the top segment (that was the only Tesla in this statistic of 3-10 year old cars) The article from ADAC below also discusses ICE vs EV breakdown likelyhood in detail, interesting...

It is a term like "Autopilot", not a very good one (in the sense that is not intuitively understood), but you can´t deny it exists and is used the way as @advocate8 described: Exact sciences - Wikipedia

IIRC Elon tweeted that they are waiting for the case on the old/current package to be resolved before creating a new one. That was before things heated up. Can´t find a source right now, does anyone else remember that?!

A lot of cars were bought in Germany but resold outside the country, likely to take advantage of the Umweltbonus (which is now gone). I had heard a lot of that over the years but recently there was a report by the German Kraftfahrtbundesamt (DMV) on the fleet changes in 2023 which makes it all...

It is only a 1 day shutdown. 1 out of the 4 days is a holiday, two are the weekend..

Good plot with long term comparison my piloly (also see the following tweet for more):

In the comments someone says that the a Semi with the same licence plate was in the hands of another company a while ago. That would suggest that it might be news that Costco is testing it (and possibly a new video), but it would not be a recently produced semi. IMHO it is more important that...