Here is a link to my Twitter space on Tesla for 2023. The main presentation and discussion starts 10 minutes after the Twitter space starts. Yes, Tesla and markets are way down but Tesla is setting up for a very strong 2023. There are large boosts to Tesla profits from full self driving sofware, inflation …
Elon Musk confirmed that Tesla FSD Beta version 11 is available to all FSD customers. About 200,000 people who purchased FSD can activate FSD version 11 if they request it. UPDATE: Tesla Full Self-Driving Beta is now available to anyone in North America who requests it from the car screen, assuming you have bought this …
Elon Musk indicates that Tesla FSD Version 11 will go to wide release in December, 2022 for anyone who purchased FSD in the US. This would likely mean that at the Jan 20th, 2023 earnings call they should recognize all of the deferred revenue. 50% of the FSD price was deferred until all features were …
I have researched the major self driving car companies. We know Argo AI failed. They were ranked 5th in California based upon disengagement miles. Disengagement miles is a misleading statistic. It is only somewhat predictive. Argo had $4 billion or so of funding and 2100 employees. Ford after pulling the plug said Argo was over …
Peter Zeihan is a geopolitical forecaster who uses simplified analysis and makes broad generalized predictions. He has predicted financial doom for China for over a decade. He does correctly identify things like demographic challenges which in some cases can cause a -1% drag on GDP growth for a country. However, he broadly assumes that no …
I was interviewed by Lars at BestinTesla. I talked about why robotaxi at scale competition won’t be coming once Tesla solves robotaxi at scale. Tesla has over 160,000 people currently using FSD and driving 10 million miles per quarter on surface roads with it. The new version 11 is being deployed and switches navigate on …
Thanks to all Nextbigfuture community for your support. This is just an FYI that I have to shutdown comments to articles related to FTX, Binance and Crypto. The level of spam on those articles is insane. There has been a general increase in comment spam. This is causing me to shut comments on various older …
Self-driving car company Argo AI failure when Ford and VW pulled the plug after spending over $3 billion. It is big evidence that Lidar-dependent self-driving has a long way to go. All of the self-driving car companies except Tesla and Comma were using Lidar. Ford said removing the driver is over 5 years away. Most …
A talk with Tesla author Randy Kirk discusses several catalysts that will help share prices recover or to better weather the financial storms. Randy Kirk, Lars Strandridder, John (Dr Know it all) Gibb, and Brian Wang have just published a book. Randy and I sat down to discuss Tesla news and catalysts. Get The Elon …
I have looked at all of the dozens of self-driving car companies. I looked at many of the 80 LIDAR (laser radar) companies. I cut through all of the noise, complexity and confusion. Robotaxis will change the world and are a multi-trillion opportunity. Companies have spent over a hundred billion dollars already and even more …
Elon Musk had an interview today with Ron Baron. Here are some highlights: * Elon confirms that Tesla will make a lower priced car. Based on previous statements, this will likely be a China designed $20k-35k smaller EV vehicle. This would likely also be a human driven and robotaxi platform * Elon repeated his expectation …
