Tesla Talk 2

Specially for the people hard of understanding, I added in my post that I do NOT use Grok. I find it inferior. I use other products. This is the opposite of the definition of a fan. But I guess even putting it as simple as I can, this is too overwhelming for some 🙄

UNECE regulation for hands free driving on motorways has been approved. Some are saying that it opens the way for Tesla fsd to start rolling out in Europe. I guess not the full extent of fsd, just the highway part? System-Initiated Maneuvers (SIM) is the particular regulation (I'm not familiar with it).

Will you give it a rest. I don't give free pass to anything. AI make lots of mistakes, all of them do. Bully it a certain way and it will no doubt come up with a reply that you can publish and will get clicks and will be repeated by sheep all over the world.

It is nice that Tesla has finally started to catch with competition. I hope they look into fast charging batteries too.

Tesla are usually among the fastest cars already to do a long distance trip (the only time where fast charging matters for the overwhelming majority of EV owners, most charging is done at home overnight)

And already the human is the limiting factor, humans need more stops than EVs

But the faster charging the better for sure, but it has almost zero importance for most people except EV owners who can not normally charge at home or work. Although for those people in Ireland, I would not recommend an EV because public fast charging is almost as expensive as petrol or diesel

All the cheap Teslas with LiFePO4 battery don't get anywhere those speeds though. Not that it matters for most owners. Super fast charging isn't really relevant, except for those who rely heavily on public chargers for their day to day charging

Tesla has very good peak rates, but very poor charging curve with charging speed quite quickly going down.

It is not even about fast peak rate, but being able to top-up battery quickly at wide range of SoC.

This is downside of almost all Tesla batteries, except short series of TMY RWD with structural battery. They charge very fast for quite a long time.

Going pretty mental again

It’s a momentum stock. There’s been $580bn (38%) added to the value of Tesla in the last 30 days alone, based on nothing but vibes :)

I saw they had a countdown clock on the US site for orders before the subsidies end. It’ll be interesting to see if all the Q3deliveries are to real customers, or if they harvest the subsidy on fleet cars and sell them on to customers throughout Q4.

Either way, Q4 deliveries will be way down, and also way down on Q4 last year.

Just 11,000 S, X and Cybertruck were produced in Q3 (15,000 delivered), so without a doubt the CT is now dead. Did they even produce any in Q3? There’s a LOT of stock apparently.

But then again, we have to remember that Tesla isn’t a car company, so none of the above matters to the SP 🙄