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Last several days, the CTOC app is randomly sluggish or frozen. Forced app restart seems to remedy it briefly. Forced iPhone restart didn’t appear to improve the situation. any others?

you can still factoring in your YE taxes though

PS: the xwitter verse is suggesting that this is why the event “felt rushed” etc. That sort it thinking doesn’t make sense to, if only from the perspective of the content and length of prior delivery events. Also, if after this guy was arrested there was any remaining concern for safety, and...

Florida man arrested for terrorist threats targeting Tesla event According to arrest documents, 20 days before the event, a Tesla Security Operations Manager reported threatening messages sent in an Instagram group chat that said: "But yeah, so at the Tesla event, I’m planning an attack, so...

Don’t forget Tesla sells/sold cars with software-locked range/pack utilization yes, that’s a one-time fee not a subscription, but I’m speaking only to the suggestions that Tesla is somehow above letting people drive cars with software locked functionality. Letting battery capacity sit idol is...

The future we don’t deserve but need: Remote highway supercharger drive-in movie theatres

*gestures broadly at the universe*

but if observations are at odds with your deductions, then it means your deductions are flawed the relevant observations: they aren’t putting out a 5XX (or 4XX) CT work backwards from *that* not forwards from a hypothesis or, just wait until Nov 30

how can you possibly run those calculations without making some assumption about how many cells can fit in a truck? Also, 600 units/wk amounts to an annual production of 30,000 trucks total. and separately, even on your math (if I understand it), they could build 600/wk of 500mi versions...

Musk answered this question at investor day this year. Auto manufacturers can’t play bank without becoming a bank. That’s the point of of regulations work: they don’t care if you call yourself a ‘bank,’ they care if you behave like one. Existing OEM financing companies exist, but are...

BP getting that gubment $$ (Tesla indirect fractional beneficiary) BP’s got a bunch of large-scale interstate truck stop locations with space, prime for that gubment $ redpill: government subsidies doing as intended bluepill: entitlement spending to big oil

Back in July, there was a Reuters investigation piece with these allegations. The OP info regards a more recent DOJ investigation into these and other allegations, including benefits to Tesla execs, compliance with the 2018 court orders from Tesla’s settlement, and claims about FSD and AP. The...

don’t confuse run rate with actual production in a calendar year he said they would not reach a run rate of 250K until within 2025 and that they don’t expect to exceed a run rate of 125k within 2024 (eg a max of 2,400/wk run rate) which means, generally, they will produce less than 125k...

the CT roll out could be pretty different in terms of that timing lag - trending much shorter still, not *that* many retail units flooding even after initial retail deliveries begin, for some time and folks should note with seriousness the deck's ">125K" capacity notation (and compare it to...

Since it's in the deck, we'll be sure to hear a bit more during the call. Two key questions: (1) finding clarity that November 30 is the 'handover' or 'internal deliveries' type event, basically of MCs to insider employees and VIPs, vs *retail deliveries* - I'd assume this is the intended Nov...

Prior to this Q3 investor call, I thought it would be helpful to have these exact quotes on hand from 2023's communications to investors. Underlined emphasis on those pieces relevant to handover event timing. Note how, in retrospect, so many comments RE Cybertruck are tied to hip of 4680 ramp...

traditionally, I'd think it would be a last resort venue to announce a CT delivery event date because traditionally, you'd make a big customer-facing marketing announcement such as that in the days leading up to the investor call, so that the buzz had time to disseminate prior to discussing...

maybe I’m just missing why it’s a great question because to me it seems patently obvious the answer is a simple “no, next question” the notion that Optimus could be (meaningfully) deployed in a gigafactory in the next 14 months seems asinine to me but maybe I’m the problem

I think the question is framed this way because it’s the framing that is relevant to stock performance and annual P&L when exactly deliveries start is more relevant to people champing at the bit for their individual CyberTruck