Tesla Talk

8/8/28? 😂

You wish 😂 There won't be a single taxi driver on the planet anymore many decades before that!

Much more likely.

its a good point - let’s face it they wouldn’t have canned the 2 without a fairly big strategic review - maybe they see the 3 as eventually being priced so close to the 2 that they don’t need it. The suggested entry price of the 2 wouldn’t have happened anyway

It works like this: Musk has a whim, everybody else does a strategic review which miraculously agrees with the whim.

Surprised to see drops in Tesla sales. From just eyeballing it and from a Limerick point of view there are a lot more Tesla's on the road here now than even 6 months ago. You'd be lucky to see one a week before, now you will see easily two a day and sometimes more.

The lack of a dealer network around Ireland certainly doesn't help with the speed of sales here though. Most people seem to buy from what's close to them. You'll even find in Limerick (and I'm sure other counties) if you go out the countryside and look at the driveways of houses you'll see mainly the brand of car that is sold by the local dealer. Most people won't even shop around their own county to find a better deal/car, not to mind outside of it or online. A lot is purely down to convenience.

There are people that continue to buy from dealers with awful after sales service, a lot of that is purely down to convenience. I don't understand it myself but it seems to be the way a lot of people buy cars.

Most certainly a lot more Tesla's in Ireland but this is somewhat immaterial to "generalise from". 2 Markets (US & China) account for 60%+ of all Tesla sales and there is intense competition and price war in the Chinese market with its local (BYD) leading the way in numbers and in the US high interest rates remain like a Black cloud that hovers threatening rain.

here’s a Q: what will they do with all the upcoming additional capacity in places like Texas and Berlin?, and presumably Mexico won’t be needed for many years now.

Surely the simple answer is they slow down production…. kill a shift or whatever to ensure supply meets demand.

They can try a further price reduction to increase demand but they will still have to adjust production to match. They cant be storing cars.

My instinct is that we are seeing is a shift in priority to robotaxi, shifting resources away from Model 2 but not cancelling it forever. Both are likely to share the same platform so efficiencies will be there to be leveraged. To hit volume targets over coming years Tesla need to compete across the spectrum and for some large volume markets (China, India) a smaller car compliments the range and gives mass market appeal. Currently BYD has this covered for China in ways that Tesla has not…

Its never over until the fat lady sings.

"Teslas approach" have got things to where they are now and thats pretty impressive (far from perfect). Like many new innovations (rockets that can land back where they launched and be reused multiple times) seem incredible until they become credible. Its a journey but my mind is more open to the possibilities

Humans don't have lidar / radar. You don't need either to be able to make a FSD system that is many times safer than a human. It doesn't need to be perfect. If it can be proven it is much safer than humans, regulators will approve it.

Maybe you should familiarise yourself a bit more with the UNECE DCAS regulations and procedures before calling me a liar. This is from the UNECE itself - the organisation that has sole responisibility in Ireland, amongst many other countries. Note there is no mention of lidar / radar being required. There never was

https://unece.org/media/press/387961

Also honestly, do yourself a favour. Don't stick your head in the sand "lalala it will never happen" and have a look how the latest version of the beta software now drives