As I watched the delivery of the Tesla Semi to Pepsico, there was a critical moment. The critical moment was when Elon said that Tesla could charge a one-megawatt-hour battery in 30 minutes. This would take nearly a week using a regular charger installed at your house. By deduction, this meant that Tesla megachargers will have …
Tesla drove its Semi truck with a 81,000 pound payload up a 6% incline. They drove 500 miles with a full load. The Tesla Semi has a 1000 volt powertrain versus the 400 volt powertrain in other vehicles. Tesla will use the 1000 volt powertrain in other vehicles. They will have version 4 superchargers that …
In 2023, it will be a big mistake to ignore profits from Tesla energy, new tax credits and full self-driving software. Analysts could safely ignore energy because while it was 10% in revenue it had almost no profits. Similarly, full self driving made a lot of headlines but was only used bought by less than …
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 …
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 …
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 …
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 …
