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The biggest FINALLY Ever. FSD v11 has been released to the public. This is the full stack release which uses the new stack on the highway.

My concern isn’t with Tesla’s capability. It is that it is possible we are too late to really make a difference. What Musk didn’t say [during Investor Day Event] is that once we reach that goal, it is very likely we’ll need to start reversing some of the damage we’ve done. Carbon capture is...

PS if you see a Rivian parked like this to charge at a Supercharger you are permitted to put a rock through the windshield.

Congrats to @greggertruck and @John K (and anyone else who sneaked in) for managing to snag their Model Ys at the 52 week Low. That’s right… prices went up by another $500 and are unlikely to come back down for a while. If you haven’t gotten one yet, there seem to be a lot of Texas made 4680...

Ok… earnings call is coming up. What are your thoughts on what we see? The growth numbers were a bit low in sheer volume, but Sandy Munro seems to think margins are going to be sky high. We also have the potential for a big positive surprise with (potentially) high margin megapacks making some...

Title says it all. The big question is who is getting it. Strong chance it’s Tesla. The next biggest question is (assuming it is Tesla buying it): For what? Buzz is it is for their Gen 3 vehicle. If this is the case, it would be massive news. Tesla doesn’t ship these until they are ready...

Source of this image is apparently a deleted tweet but I think it was in sac. Photoshop experts? Looks solid to me.

Elon was super chatty with investors on a Twitter Spaces conversation today. Jordan (aka The Limiting Factor on YouTube) summed it up super nicely. This was more informative than a typical EOQ earnings call. Musk was more engaging and much more relaxed sounding. It was long so here is the...

First plans for a Tesla V4 Supercharger designed station submitted for permitting. Things I noticed right off. PV panels planned. Megapack is part of the design which, combined with PV might make this grid independent or at least detachable. Trailer parking is part of the game plan (Cybertruck...

FSD price increase coming. Congrats to all who locked in $6k or $7k. I’m in a weird boat where I didn’t lock it on my initial order but locked it in on a second order much later for $10k. (thinking about upgrading my Model Y to EAP since that’s the only features I really find

Huge Milestone The sooner they hit 5,000 Model Ys a week, the sooner the Cybertruck is in my driveway.

All kinds of interesting charger related stuff in this release. There are some hints in the Tesla App that non-Teslas will be coming to the SuperCharger Network soon. More interesting to Tesla owners (and potential owners) is the new Commercial Charging program where you can order multiple...

Remember a few months ago when there was near panic when spot nickel prices increased 20x? Remember how people said it was going to cause a huge increase in the price of the Cybertruck? Remember how some of us said it was a short squeeze and temporary and that Tesla has long term contracts...

FSD is getting much better. On the older versions it can’t even do moderately tight turns, these hairpins are super impressive. Increasingly hearing about FSD runs on challenging roads going well which excites me since I do a fair number of runs on mountain roads. Still, I need full hands off...

Title kind of says it all. In addition, Shanghai is back up to full production, Fremont is firing on all cylinders, and while we haven’t seen any numbers, Giga Texas seems to be doing quite well but maybe lagging Berlin by a few weeks. Tesla said ramp up speed is exponential so it seems like...

To date shipments have been limited to employees. Tesla is now shipping the new Model Y out to end customers in the Austin area. “Accelerate your delivery” This is good. Hopefully it means production is speeding up and they are happy with battery performance!

While they aren’t back to 100% production in Shanghai yet, they are producing enough to begin exports again.

Musk did an interview at FT Live, a British investors news magazine. There are some Cybertruck bits I’ll try and summarize below.

In almost exactly 3 months. This is when shareholders will vote on whether to expand the share count to enable a split (almost certain to pass). Tesla often combines their annual meeting with other events or announcements as well. I’d like to hear them talk about their brand new 8k Ton...