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  1. A

    TSLA - Product/Market fit - Valuation

    I would like to stress a few important points before I start. 1. This thread is not about how good model 3/Y are and wonderful FSD is. Tesla cars are best cars for certain cohort of car buyers, and this is a fact. 2. TSLA valuation discussion is interesting and intellectually challenging, and...
  2. A

    Poll - Who really need a model 2?

    Market breakdown US 36% China 34% EU 20% ROW 10% If model 2 is primarily aimed outside of US and Chinese market, this can be a tough sale as that will make Tesla a more traditional car company. A redux of m3 is better than m2. Any time Tesla spends on semi CT roadster are distraction at best now.
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    Poll - Will FSD be approved in China

    From Bloomberg news, Musk is in a surprising visit in China as of Sunday, meeting top officials to get FSD approved. Reminded me what Shanghai giga factory did at 2019/2020 pivotal moment in TSLA history. In some way, that factory saved Tesla and served about 50% global sales. Of course...
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    Poll - Who really need a model 2?

    I fully agree. It is not about a preference of a person or a cohort. It is mass market adoption. I think it is a bit absurd to use upcoming model 2 to justify Tesla market cap valuation. Neither model 2 nor CT would justify Tesla current mkt cap. Toyota has 5x of sales of Tesla and 1/3 of mkt...
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    Software Stack diff - AP (TACC & AutoSteer) vs FSD

    I thought folks have 3 choices of TACC, AutoSteer, and FSD if one subscribes fsd or bought FSD outright. I am in free trial, I have all 3 options.
  6. A

    Poll - Who really need a model 2?

    Model 3 is great and really good looking in many ways. It is a small car. Model Y is best volume and best $ selling model any car model in 2023. Few cares about S and X these days per sales number CT is a flop most likely. Semi is for light potato chips load only so far. Model Y already at...
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    Software Stack diff - AP (TACC & AutoSteer) vs FSD

    As I am not going to subscribe FSD after free trial. I tested AP today locally. On highway, AutoSteer is ok for me, I actually prefer I have full control when to switch lane. So I don't need FSD. On suburban local road, AP is much worse than FSD. It won't bother me much as I seldom use AP...
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    Thesis and Poll - Long TSLA Short auto insurance

    Tesla car is quite safe, but not as 5x safer as they claimed. If 5x safer, market based auto insurance premium would reflect that exceptional safety record. It is also a common sense you don't believe what they say, we need to do homework and due diligence ourselves. You would image if some...
  9. A

    Thesis and Poll - Long TSLA Short auto insurance

    U are all right and belongs to lucky group of Tesla drivers. My point here is that FSD subscription revenue is capped by monthly insurance premium discount for their Tesla, right now I see monthly insurance premium is between $100 and $200. In a way, GS estimate of some 75bn FSD revenue is...
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    Thesis and Poll - Long TSLA Short auto insurance

    Unfortunately what Tesla claims in their own safety report does not really count. Their report is far from scientific and they don't have other auto maker data either. It is an apple to orange comparison. What really count is # of fsd 12.x fatality or accident and market insurance rate if the...
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    Thesis and Poll - Long TSLA Short auto insurance

    That is the trend if fsd indeed safer and with good take rate. Insurance premium is marked to market (let us hope that, a big assumption)
  12. A

    Thesis and Poll - Long TSLA Short auto insurance

    Truly sorry I was in a rush and it is monthly for the poll.
  13. A

    Thesis and Poll - Long TSLA Short auto insurance

    FSD 12.3.x on clearly marked non divided suburban roads is indeed amazing. What does this mean for other industries as positive disruptor? About 40K+ people killed on road each year. And there are companies that thrive on such human tragedies, ie, insurance companies and hospital groups...
  14. A

    $99 FSD take rate

    FSD is amazing. So what is your action next. I am interested about mass market take rate. Vote by your future action, not by your heart of how much you love it.
  15. A

    One FSD to Rule them All!

    As tesla folks said on recent earnings call, this requires a lot of work of the FSD licencee, about 3 years from start to finish. This is technically doable. A more fundamental question is revenue from FSD, is it something (subscription) people will pay for it as an extra item or is it...
  16. A

    This Latest Attempt to Force FSD Upon Everyone is Hurting the FSD Cause More Than Helping

    Both 400k FSD enabled car and 1bn miles are words from musk himself within past 12 months
  17. A

    This Latest Attempt to Force FSD Upon Everyone is Hurting the FSD Cause More Than Helping

    If you drive between st Louis and Cleveland each day, FSD is great. If you drive on rural roadsz with little traffic, FSD is great. For most people, as long as it remains level 2 and need full attention legally and Tesla does not claim responsibility in fsd related accidents, FSD is more stress...
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    Make your robotaxi predictions for the 8/8 reveal

    If Tesla really wants to ride AI theme and roll out robotaxi soon, there might be some way to gain trust from public quickly: 1. Tesla executives and board members take robotaxi to/from Palo Alto HQ to SFO (or Austin HQ to AUS) on regular basis. 2. Tesla opens up free and volunteer pickup and...
  19. A

    FSD v12.x (end to end AI)

    I had exactly same issue. When auto speed is off, I got max of 50 mph on a local 40 mph road for like 5 sec. I adjusted down to 40 myself. Looks like a bug.
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    Make your robotaxi predictions for the 8/8 reveal

    I feel that Tesla fsd/ai team learned 8/8 date as rest of us. When JFK told all of us then we will need to land on moon in 8 years. He probably didn't run it with nasa first either. So a lot of hard work and huge expectations ahead..
  21. A

    FSD - basic stat and proposal

    Below are some very stat about FSD: 1. Musk said there are 300 million miles driven under FSD. US total miles driven is about 3 trillion miles a year. So FSD is about 0.01% total miles driven. 2. There about 2 million Tesla on road in US. There about 200 million automobiles in US. So Tesla is...
  22. A

    Model Y - Fatality - NHTSA FARS Data Just Released for 2021

    https://www.iihs.org/ratings/driver-death-rates-by-make-and-model
  23. A

    Model Y tire rotation schedule

    6/32nd left after 41k miles, that is amazing, how did you manage to achieve that, these stock tires come in at 9/32nd.
  24. A

    Model Y - Fatality - NHTSA FARS Data Just Released for 2021

    I am not statistician by all means. I just see trend from raw data. That is all I have. I don't see gov raw data supporting Tesla model y is much safer vs similar weight/class suv. That is my point. Gov raw data also does not say model y is bad either. Fatality by make/model is serious...
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    Model Y - Fatality - NHTSA FARS Data Just Released for 2021

    Ok I see your point. I am talking about luxury mid size suv with reasonable trunk space and 5 seats. I am guessing bulk of folks who look into XC90, GLE, X5 or RX 350 are potential buyers for model y too. And model y now is a lot more affordable vs 65k+ a few months bacck. Model y is a very...
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    Model Y - Fatality - NHTSA FARS Data Just Released for 2021

    Tesla model y used to be 65k+ in 2022. So in my mind it is in similar category of XC90, X5, GLE, or RX 350. Weight wise, model y could be a little lighter than German mid size luxury SUV, the trunk space is probably similar as well. As for car weight, it is absolutely a factor. But there is a...
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    Model Y - Fatality - NHTSA FARS Data Just Released for 2021

    The gov website query tool does not provide many details. But underlying raw data (FARS) has much more details than any one would imagine. It does provided more than any questions asked here. It includes fatality of Tesla drivers, passengers and many more details, if you ever read a police...
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    Model Y - Fatality - NHTSA FARS Data Just Released for 2021

    Interesting, reminded me sth I read last year about findings of some insurance research regarding Tesla. Speeding being the biggest negative factor even though car is generally considered safer with AP. Let us wait and see what IIHS say this about model y (their statistical model generally...
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    Model Y - Fatality - NHTSA FARS Data Just Released for 2021

    IIHS 40 mph dummy crash test is one aspect. However real world stat is another aspect. The challenge with real world stat is it has so many factors involved, car itself, driver corhort, weather, road conditions, seasonality, time of day etc. However IIHS report on fatality by make/model is a...
  30. A

    Model Y - Fatality - NHTSA FARS Data Just Released for 2021

    This is not click bait. The gov data (FARS) is very detailed and best real world data for fatality. There is a sad/horrible story of each fatal accident, the data include location, time, make/model/year, driver vs passenger fatality, and many more. What is available from gov website query tool...
  31. A

    Model Y - Fatality - NHTSA FARS Data Just Released for 2021

    Sorry for the confusion. You can pick region, year, make and model from a dropdown. There are quite a few US car sales reporting websites (this is public knowledge, I guess from company quarter or annual reports). However Tesla does not publish US sales by model. Best model y est is 252k for...
  32. A

    Model Y - Fatality - NHTSA FARS Data Just Released for 2021

    You can get car sales data from here: 2022 Mercedes-Benz GLE-Class Sales Figures As for registered car exposure related to 2021 sales, roughly Lexus RX is about 115k, Model Y is about 161K, and BMW X5 is about 60K sales, MB GLE is about 65K, VOLVO XC90 is 38K. Lexus RX: MB GLE: BMW X5...
  33. A

    Model Y - Fatality - NHTSA FARS Data Just Released for 2021

    I am at loss why real world fatality data released by NHTSA FARS recently is not supporting the claim that model y is a much safer car from fatal accident perspective. I would guess such gov data for 2021 is fairly accurate given the nature of such accidents. From real world gov data, model Y...
  34. A

    Part of charging cable 20F warmer

    This is very helpful and thanks for the data collection. My garage is 65F this morning and cable is about 80F to 90F under 48amp for 2h. Breaker is about 75F
  35. A

    Model Y tire rotation schedule

    What is recommended and proven rotation schedule, every 5000 or 7500 miles, esp given model y is most of time RWD even under dual motor setup. Thx
  36. A

    Torque distribution between front and rear for dual motor model Y

    Great to know all this details. I checked tread depth on my 2023 model Y LR, which has 3500 miles so far. Front tires are at 8+/32nd and rear tires at 8-/32nd. I have stock tires and inflated to 44psi cold. This does support your observation of rear wheel driving dynamics. So we need to rotate...
  37. A

    Torque distribution between front and rear for dual motor model Y

    I am curious what is factory torque distribution for dual motor model Y. I would guess it is 50/50 or 40/60 front vs rear. If it is 50/50, there is no need for tire rotation. Thx
  38. A

    Model Y 19 inch wheel lug nut torque spec

    I asked as I want to check all lug nuts torque. I have 3k miles so far
  39. A

    Model Y 19 inch wheel lug nut torque spec

    Thanks. That is a lot vs 80 lb ft for ice cars.
  40. A

    Model Y 19 inch wheel lug nut torque spec

    What is factory mandated 19 inch wheel lug nut spec, I want to check to make sure. Thanks.
  41. A

    Part of charging cable 20F warmer

    per chatgpt, have fun:). Q1: I have an EE related question, why would coiled electrical cable under load (say continuous 48amp) generate more heat than flat cord? A1: The amount of heat generated by an electrical cable under load depends on several factors such as the current flowing through...
  42. A

    Part of charging cable 20F warmer

    Thanks for all the help and advice. Going forward I will just lay cable/cord straight, no coil at all under 48amp usage. My charger is quite close to my tesla, hence my observation about coiled setup, but Safety first...
  43. A

    ChargePoint Home Flex app scheduled charging

    I have a CP home flex, its own schedule does not work for me. I figure that is related to my Tesla MYLR was sleeping or sth else. I ended up using Tesla schedule in app. I have 2023.2.12 for MYLR. CP software is 5.5.2.11 as of 2/14/2023 update.
  44. A

    Part of charging cable 20F warmer

    I verified that, chargepoint itself is not source of excess heat. It felt lukewarm only. I am positive coiled cable generated excess heat (as heat is gone when cable is uncoiled). So I am not sure the exact reason or any physics involved. What puzzles me most is feeder line wire (#4 aluminum)...
  45. A

    Part of charging cable 20F warmer

    I measured 110F when charging cable coiled around my chargepoint like in above picture. What puzzles me is my feeder line (4 aluminum from panel in basement to garage) at the basement panel is only 70F aluminum and 60amp breakers. I can only imagine that coiled cable at chargepoint has...
  46. A

    Part of charging cable 20F warmer

    I did an experiment, by laying the 23 feet charging cable uncoiled like my picture. It appears the heat is gone. Not sure why but I would like to leave the cable like this as it is not hot summer yet. Thank you all for your advice.
  47. A

    Part of charging cable 20F warmer

    I have a chargepoint home flex charger for less than 2 months old. It is perfect. However I noticed that under 48amp charging, part of cable (the section right above LED) is quite warm (90F) vs rest of cable (60F to 70F range). I would not understand the physics here except a guess that...
  48. A

    Favor Low SoC or Small Cycles?

    @AAKEE , on top of all good suggestions you have here, will charging at lower amp (16a) or max (48a) make a difference in term of battery degradation? Many thanks.
  49. A

    Advice on hothole hit (rim and tire surface )

    This happened 2 day ago and just saw it today. There is pretty bad dent on the rim and surface rubber was cut and peeled open. No pressure loss so far and the car drives no difference. Any suggestions for the tire surface and rim fix? Will insurance cover this type of minor fix as I may have low...