Armor Glass can resist the impact of a baseball at 70 mph or class IV hail & acoustic glass helps make the cabin insanely quiet.
Source: Tesla, Inc.
Steer-by-wire & rear steering
Gives you the handling of a sports car & a better turning radius than most sedans. Also, incredible stability & maneuverability for a full-size truck.
4-corner adaptive air suspension
Offers 12” of travel & 17” of clearance.
Plenty of storage
6’x4’ bed that doesn't need a liner & is big enough for 4'x8’ construction materials.
67 cu ft of lockable storage (additional 54 cu ft available with rear seats folded up), with a Vault cover that’s strong enough to walk on.
Power everything
Integrated outlets: 120v cabin power, 120v & 240v bed power. If the grid goes down, Cybertruck can provide up to 11.5 kW of power directly to your home.
Space & comfort like a living room
18.5” touchscreen in the front & 9.4” touchscreen in the back, both with all-new UI. 15 speakers with 2 dedicated subwoofers & distributed amplifiers create a studio quality sound stage—obviously goes to 11.
Cybertruck Color Paint Film: Wrap your Cybertruck in one of our premium color paint films, only available through Tesla. Offered in satin black and satin white
Color Paint Film: Satin Black. Source: Tesla, Inc.
Color: White. Source: Tesla, Inc.
My Cybertruck Experience!
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☑️ #198 Nov 27, 2023
Behind Tesla’s Challenges in Making the Cybertruck: Ultrahard Stainless Steel
wsj.com: [Transcription] [Excerpt] The metal used for the pickup truck’s distinctive exterior has been difficult to manipulate
Tesla worked with Luxembourg-based steelmaker Aperam in developing a custom alloy for the Cybertruck’s exterior that met the car maker’s strength and corrosion-resistance requirements, people familiar with the matter said.
Ensuring color consistency was a focus during the development process, given the Cybertruck’s bare metal exterior. Variables such as chemistry and processing techniques can affect the appearance of stainless steel.
@dyldebus: #cybertruck at UTC mall. Sign confirms 2500lb payload / 11,000 lb towin
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☑️ #194 Nov 15, 2023 🔴 pending PR
Exclusive: GM snatches key Tesla gigacasting supplier
reuters.com: [Transcription] [Excerpts] AUSTIN, Texas, Nov 15 (Reuters) - If you can't beat them, buy them.
For years, a little-known company called Tooling & Equipment International (TEI) has helped Tesla (TSLA.O) push back the frontiers of "gigacasting", the process it pioneered to cast large body parts for cars in one piece to save time and money.
Until 2023, that is. TEI is now part of General Motors (GM.N) after agreeing a deal that may have flown under the radar but is a key part of the U.S. automaker's strategy to make up ground on Tesla, four people familiar with the transaction said.
"General Motors acquired Tooling & Equipment International (TEI) to bolster its portfolio of innovations and secure access to unique casting technology," GM said in a statement to Reuters in response to questions for this story.
petersen.org/tesla-cybertruck: [Transcription] [Excerpt] 2019 Tesla Cybertruck Prototype > In 2019 Tesla debuted the Cybertruck pickup truck as its effort to bring electric power to a utilitarian platform historically dominated by gasoline-powered vehicles. Its distinctive stainless steel unibody—referred to as its “Exoskeleton”—makes it stronger than conventional body-on-frame designs by putting the toughest elements on the outside. The truck is designed to distribute its weight through its bodywork rather than a separate frame. As stainless steel panels cannot be traditionally formed, each panel must be press bent in one direction. This prototype was the first Cybertruck revealed to the public.
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☑️ #192 Nov 13, 2023
EG Group acquire tesla's ultra-fast chargers
eg.group: [Transcription] [Excerpt] EG Group is pleased to announce that it has agreed to a deal to acquire Tesla’s latest ultra-fast charging units for EG’s rapidly growing evpoint business across the UK and Europe.
The chargers will be branded “evpoint” and will leverage Tesla’s industry leading technology.
The hardware will operate on an open network basis, meaning that all drivers will be able to access evpoint chargers regardless of the brand of vehicle they drive.
The chargers will also support the Plug and Charge protocol, which simplifies and automates payments.
The first of the new charger units are expected to be rolling out before the end of the year.
"Through this powerful alliance, SAIC-GM has also become the first domestic company to launch charging network interconnection cooperation with Tesla China,"
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☑️ #190 Nov 8, 2023
@niccruzpatane: Cybertruck has 3 outlets in the bed. Two 110V’s & One 220V! Photo by cvalue13 (cybertruck owners club)
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@dirtytesla: Thank the Lawd Cybertruck has a NEMA 14-50. I can power my house with Cybertruck!
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☑️ #189 Nov 7, 2023
@Quartr_app: This infographic that we've just created breaks down the key semiconductor players powering $TSLA's Full Self-Driving computer.
@elonmusk argues Tesla has the most advanced self-driving hardware and software in the world.
Apart from Tesla's in-house designed FSD processors, there are at least five other critical chip suppliers involved – $SSNLF, $MU, $QCOM, $AMD, and $ADI
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☑️ #188 Nov 6, 2023
Monument Peak Ventures LLC) sues Tesla for using stolen technology for Autopilot
bloomberglaw.com: [Transcription] [Excerpt] Tesla’s models 3, S, X, and Y violated seven patents related to digital imaging innovations created by Kodak. (source)
“Unfortunately (Kodak management) was misled into thinking it was worth billions of dollars and it wasn’t,” “I think they sold them at a very good price.”
Alex Poltorak, chairman of General Patent Corp (source)
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☑️ #187 Nov 6, 2023
Lucid to Adopt North American Charging Standard (NACS), Bringing Greater Convenience to Lucid Customers
lucidmotors.com: [Transcription] [Excerpts] NEWARK, CA — November 06, 2023 — Lucid Group, Inc. (NASDAQ: LCID), today announced that all Lucid vehicles built with the current Combined Charging System (CCS) will be able to charge at stations in the Tesla Supercharger network by using an adapter in 2025. In addition, Lucid will integrate the North American Charging Standard (NACS) into future vehicles in 2025.
Lucid customers will be able to access 15,000+ Tesla Superchargers in North America in 2025
Lucid to integrate North American Charging Standard (NACS) into its vehicles in 2025
Lucid vehicles built with the current Combined Charging System (CCS) will be able to access the Tesla Supercharger network via an adapter in 2025
California New Car Dealers Association Releases Third Quarter 2023 Auto Outlook
cncda.org: [Transcription] [Excerpts] California 3Q 2023 Auto Market Recap: Registrations Continue to Rise New EV Models Contribute to 14.3 % Sales Increase YTD.
California leads the way in the shift towards new auto technologies, leading BEV registrations nationwide, with almost 35 percent of all sales. The report also shows a 103 percent increase in BEV vehicle sales this year from franchised dealers. Direct-to-consumer sellers (i.e., Tesla, etc.) showed a 42 percent increase in sales YOY.
California’s BEV market share remains at just over 21 percent in the first nine months of 2023. This is a significant difference from the nation’s BEV market share, which reaches only 7.4 percent of sales, YTD. The Q3 report lists California’s top-performing BEV and PHEV makes and models.
bp boosts EV charging network with $100 million order of Tesla ultra-fast chargers
bp.com: [Transcription] [Excerpts] Deal with bp pulse marks first time Tesla’s ultra-fast chargers will be purchased for deployment on an independent EV charging network.
Agreement forms part of bp’s plans to invest up to $1 billion in EV charging across the US by 2030.
bp pulse, bp’s EV charging business, has already installed more than 27,000 charge points and aims to roll out more than 100,000 globally by 2030.
As early as 2024, Tesla chargers will be installed across the bp pulse network, including at key bp, Amoco, ampm; and Thorntons-branded sites, TravelCenters of America locations and at bp pulse’s large-scale Gigahub™ charging sites, near airports and in major metropolitan areas across the US.
MotorTrend: Elon has confirmed the first Tesla Cybertrucks will reach customers next month—and admits his company "dug its own grave" with the electric pickup
@TheTranscript_: Key Quotes from the Tesla [ @Tesla] Q3 2023 Earnings Call: 1. On AI "in the long term, [it] has the potential to make Tesla the most valuable company in the world by far...The Tesla AI team is actually by far the world's best when it comes to real-world AI" - @elonmusk
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@TheTranscript_: 2. On the Tesla Cybertruck: "It's an amazing product. I do want to emphasize that there will be enormous challenges in reaching volume production with the Cybertruck and then in making a Cybertruck cash flow positive" - $TSLA CEO @elonmus
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@TheTranscript_: 3. On Q3 results: "our Q3 operational and financial performance was impacted by planned downturns for our factory upgrades. This was necessary to allow for further factory improvements and production rate increases.
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@heTranscript_: 4. When pushed to make predictions on production of the CyberTruck: "I think we'll end up with roughly 0.25M Cybertrucks a year,...I don't think we're going to reach that output rate next year. I think we'll probably reach it sometime in 2025" - @elonmusk
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@TheTranscript_: 5. Musk is real worried about interest rates: "I am worried about the high interest rate environment that we're in...if interest rates remain high or it even higher, it's that much harder to -- for people to buy the car. They simply can't afford it”
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@TheTranscript_: 6. On the potential economics of a fully autonomous vehicle: "...then we're a hardware company with software margins.”
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@TheTranscript_: 7. On operational efficiency: "It's like Game of Thrones but pennies...if you've got a $40k car & ~10k items in that car, that means each thing costs ~$4. in order to get the cost down by ~10%, you have to get $0.40 out of each part on average. It is a game of pennies" - $TSLA
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@TheTranscript_: 8. 2009 scarred @elonmusk: "I am still somewhat scarred by 2009 when General Motors and Chrysler went bankrupt. While that's now 14 years ago, that is seared into my mind with a branding iron because kind of Tesla was just hanging on by a thread during that entire time" $TSLA
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@TheTranscript_: 9. Those are all the key quotes. You can support our work by becoming a premium subscriber of our weekly newsletter. You will get access to our weekly gleanings from earnings calls. The Transcript is a reader-supported publication.
Tesla Builds a New Home for ‘Dojo’ Supercomputer as AI Ambitions Rise
theinformation.com: [Transcription] [Excerpts] At Tesla’s headquarters in Austin, Texas, a new bunkerlike structure is under construction that could one day help move the company beyond electric vehicle manufacturing.
When it’s completed, the building will house part of a new supercomputer, known as Dojo, that Tesla is assembling to help run the artificial intelligence software behind the self-driving capabilities in its vehicles, according to two people familiar with the project. Eventually, Tesla could use Dojo to sell cloud services to other companies, the way Amazon Web Services does, the company’s CEO, Elon Musk, has said.
Two people familiar with the project added that Tesla could also use the supercomputer to sell cloud services to other companies.
KIA to adopt North American Charging Standard in the fourth quarter of 2024
kiamedia.com: [Transcription] [Excerpts] Kia EV owners will have access to 12,000 Tesla Superchargers across North America.
North American Charging Standard (NACS) planned to commence production within U.S.-assembled Kia EVs starting in Q4 2024.
Existing Niro EV and EV6 owners and future EV9 owners will have access to Tesla Superchargers via forthcoming NACS adapter and software updates with activation and payment via Kia Connect.
Tesla Vehicle Production & Deliveries and Date for Financial Results & Webcast for Third Quarter 2023
ir.tesla.com: [Transcription] [Excerpt] AUSTIN, Texas, October 2, 2023 – In the third quarter, we produced over 430,000 vehicles and delivered over 435,000 vehicles. A sequential decline in volumes was caused by planned downtimes for factory upgrades, as discussed on the most recent earnings call. Our 2023 volume target of around 1.8 million vehicles remains unchanged.
Tesla reportedly ramps up partnership with TSMC for Dojo supercomputer chip
money.udn.com: [Translation] [Transcription] [Excerpts] Tesla is sprinting towards the layout of its supercomputer "Dojo". It is rumored that it will expand its cooperation with TSMC (2330) . Its supercomputer chip "D1" is produced using TSMC's 7nm family process combined with advanced packaging. Next year, the volume of wafers produced by TSMC is expected to be higher. This year it has doubled to 10,000 pieces, and orders will continue to increase in 2025, fueling TSMC’s high-speed computing (HPC)-related order momentum.
@tesla: Optimus can now sort objects autonomously 🤖 . Its neural network is trained fully end-to-end: video in, controls out. Join us to help develop Optimus (& improve its yoga routine 🧘) → https://tesla.com/AI
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☑️ #176 Sep 24, 2023
Let's reverse engineer the phenomenal Tesla Optimus
@DrJimFan: Let's reverse engineer the phenomenal Tesla Optimus. No insider info, just my own analysis. Long read:
1. The smooth hand movements are almost certainly trained by imitation learning ("behavior cloning") from human operators. The alternative is reinforcement learning in simulation, but that typically leads to jittery motion and unnatural hand poses.
There're at least 4 ways to collect human demonstrations:
A custom-built teleoperation system - I believe this is the most likely means used by Tesla team. Open-source example: ALOHA, a low-cost bimanual robot arm and teleoperation system by Stanford AI Labs (https://tonyzhaozh.github.io/aloha/). It enables very precise, dexterous motions, such as putting AAA batteries into a remote or manipulating contact lens.
Motion Capture (MoCap): apply the MoCap systems used for Hollywood movies to capture the fine-grained motions of hand joints. Optimus' 5-finger hand is a great design decision that enables a direct mapping - there is no "embodiment gap" from human operators. For instance, a demonstrator can wear a CyberGlove (
http://cyberglovesystems.com
) and grasp the cubes on the table (as shown in video). CyberGlove will capture the motion signals & haptic feedback in real-time, which can be re-targeted onto Optimus.
Wearing gloves & markers can be clumsy. An alternative way to do MoCap is through computer vision. DexPilot from NVIDIA enables marker-less and glove-free data collection. The human operator simply uses their bare hands to perform the tasks. 4 Intel RealSense depth cameras and 2 NVIDIA Titan XP GPUs (yeah, 2019 work) translate the pixels to precise motion signals for robot learning.
VR Headset: turn the training room into a VR game, and let humans "role play" Optimus. Use the native VR controller or CyberGlove to control the virtual Optimus hands. This has the advantage of scalable remote data collection - annotators from around the world can contribute without coming onsite. VR demonstration technique appeared in research projects like the iGibson home robot simulator, an initiative that I participated in at Stanford: https://svl.stanford.edu/igibson/
Above 4 are not mutually exclusive. Optimus could use a combo of them for different pros & cons.
2. Neural Architecture. Optimus is trained end-to-end: videos in, actions out. I'm quite sure it's implemented by a multimodal Transformer with the following components:
Image: some variant of efficient ViT, or simply an old ResNet/EfficientNet backbone (https://arxiv.org/abs/1905.11946). The block pick-and-place demo doesn't require sophisticated vision. The spatial feature map from the image backbone can be tokenized easily.
Video: two ways. Either flatten the video into a sequence of images and produce tokens independently, or have a video-level tokenizer. There're numerous ways to efficiently process video pixel volumes. You don't necessarily need Transformer backbones, e.g. SlowFast Network (https://arxiv.org/abs/1812.03982) and RubiksNet (https://stanfordvl.github.io/rubiksnet-site/, my paper at ECCV 2020, efficient CUDA shift primitives).
Language: it's not clear if Optimus is language prompted. If it is, there needs to be a way to "fuse" the language representations into perception. FiLM is a very lightweight neural network module that serves this purpose (https://arxiv.org/abs/1709.07871). You can think of it intuitively as a "cross attention" of language embedding into the image-processing neural pathway.
Action tokenization: Optimus needs to convert the continuous motion signals into discrete tokens for the autoregressive Transformer to work. A few ways: - Directly bin the continuous values for each hand joint control. [0, 0.01) -> token #0, [0.01, 0.02) -> token #1, etc. This is straightforward but could be inefficient due to the long sequence length. - The joint movements are highly dependent on each other, which means they occupy a low-dimensional "state space". Apply VQVAE to the motion data to obtain a shorter-length, compressed token set.
Putting the above pieces together, we have a Transformer controller that consumes video tokens (optionally with language modulation), and outputs action tokens, one step at a time. The next frame from the table is fed back to the Transformer, so it knows the consequence of its action. That gives the self-corrective ability shown in the demo.
3. Lastly, I'm genuinely impressed by the hardware quality. The motions are fluid, and the aesthetics is amazing as well. As I mentioned above, it's such a great decision to follow human morphology closely, so that there is no gap in imitating humans.
Atlas from Boston Dynamics only has simple gripper-style hands. In the long run, Optimus' bi-dexterous, 5-finger hands will prove far superior in daily tasks.
Congrats to @Tesla_Optimus team & @elonmusk! I look forward to seeing the bots roam Mars some day
Toyota to adopt Tesla style Giga-castings and Modular approach*
global.toyota: [Transcription] [Excerpts] Monozukuri technology to support the future
Changing the plant status quo and the future of manufacturing
Toyota is also taking on the challenge of further advancing manufacturing by integrating the skills/technologies that support the workplace with digital and innovative technologies.
One of the front-line capabilities that Toyota has continued to protect to date is the ability to shorten lead times. By refining this capability, we can respond quickly to changes, and at the same time, we are working on next-generation manufacturing and solving social issues without fear of failure.
Giga casting (Myochi Plant)
The workshop revealed prototype equipment for the Giga casting technology at the Myochi Plant that was announced at the Toyota Technical Workshop held in June 2023.
Giga casting requires periodic replacement of casting molds, which usually takes about 24 hours. Toyota has a wealth of knowledge about molds used for low-pressure molding and die-casting, with casting technologies cultivated in engine manufacturing and other fields from the company's founding to the present. By utilizing this knowledge, an ingeniously designed mold has been developed that enables quick mold replacements. This reduces the lead time required for mold change to approximately 20 minutes, reducing wasted operation downtime.
Furthermore, the use of proprietary analysis technology improves the quality of castings, thereby reducing the number of defective products. These TPS-based waste reductions ensure high productivity.
67% of all housing units in the United States have vehicle parking within 20 feet of an electrical outlet
@LimitingThe: 67% of all housing units in the United States have vehicle parking within 20 feet of an electrical outlet. As for the remaining 33%: 1) Those are most likely in urban areas where superchargers are available or where there's potentially charging available at parking garages or shopping areas 2) Many of those people use alternative forms of transport like e-bikes, Uber, buses, and subway. That is, I'd be interested to know what portion of people need home access to EV charging but don't have it. I'm guessing it's relatively small compared to the overall market. It's still going to be a lot of work to build out the charging infrastructure, but it's not the showstopper that it's often painted to be.
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@MartinViecha: EVs account for less than 2% of all the vehicles on US roads. Yet the vast majority of people can charge overnight and have ~300 miles at their disposal first thing in the morning.
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☑️ #173 Sep 19, 2023
Tesla buys German railway line, now hosting passenger trains
trains.com: [Transcription] [Excerpts] Short line will provide service to Gigafactory
BERLIN — Electric vehicle maker Tesla has opened its railway line east of Berlin to passenger trains designed for use by workers at its new ‘Gigafactory’ east of the German capital. Trains started running on Sept. 4, and are free of charge and available to all passengers whether Tesla employees or not.
Tesla built a train station at the end of its new short line specifically to serve its new Gigafactory outside Berlin. Once the factory is fully operational around 10,000 people will work there. Many will arrive via some 54 commuter trains scheduled each weekday. The shortline commuter operation will be run by contractor the Niederbarnimer Eisenbahn using DMUs like seen here on Sept. 15, 2023. Ian Hutton. Source: Kalmbach Media
Tesla Secures Over €148 Million to Build 7,200 Chargers in EU
@MarcoRPI2: There was just some massive Tesla news out of Europe!! As part of a recent funding proposal by the European Commission, Tesla is set to receive over €150M to build and/or upgrade more than 7000 charging posts across 22 EU nations.
electrification of ports and airports, including the port of Rotterdam
37 Spanish airports
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☑️ #170 Sep 12, 2023
Hated design
@SawyerMerritt: Some Tesla engineers weren't fans of the Cybertruck's design, the automaker's design chief Franz von Holzhausen told @WalterIsaacson.
"A majority of the people in this studio hated it," von Holzhausen said, according to the book. "They were like, 'You can't be serious.' They didn't want to have anything to do with it. It was just too weird." Some Tesla engineers even took to covertly designing another version of the electric pickup after they saw a mock-up of the futuristic truck on display at SpaceX's showroom in Los Angeles during the summer of 2019.
"I don't do focus groups," Elon Musk said, according to Isaacson.
Rather than focus on adjusting the design, Musk told von Holzhausen that he wanted a driveable version of the vehicle that he could demo at a Tesla event in November, which von Holzhausen said "forced the team to come together, work twenty-four-seven," Isaacson wrote.
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☑️ #169 Sep 8, 2023
China car sales return to growth in Aug, Tesla nearly doubles EV share
reuters.com: [Transcription] [Excerpts] BEIJING/SHANGHAI, Sept 8 (Reuters) - China's passenger vehicle sales returned to growth in August from a year earlier, as further price cuts and new tax breaks for electric vehicles and other green cars boosted consumer sentiment, despite the struggling broader economy.
Buoyed by hefty discounts, Tesla's share of China's electric vehicle (EV) market almost doubled in August from July.
Car sales jumped 2.2% in August on a yearly basis to 1.94 million units, data from the China Passenger Car Association (CPCA) showed on Friday, the first monthly gain since May.
Tesla sold 64,694 cars in China in August, taking its share of China's EV market to 13.2%, nearly double the previous month's 7.5%, according to a Reuters calculation based on CPCA data.
Source: 乘联会
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☑️ #168 Sep 7, 2023
China car sales return to growth in Aug, Tesla nearly doubles EV shareHonda to Adopt North American Charging Standard (NACS) for its EV Models in North America
hondanews.com: [Transcription] [Excerpts] September 7, 2023 — TOKYO, Japan. Honda Motor Co., Ltd. today announced that it has reached an agreement with Tesla, Inc. to adopt Tesla's North American Charging Standard (NACS) for the charging port of its EV models that will go on sale in North America starting from 2025.
In 2025, Honda is planning to launch a new EV model in North America equipped with a NACS port. From that point forward, Honda will continue adopting NACS standards for its models.
EV models the company will launch in North America before 2025, which will be equipped with a Combined Charging System (CCS) port, are also being developed to be compatible with the NACS through the use of a charging adaptor.
Hilton to Install Up to 20,000 Tesla Universal Wall Connectors at 2,000 Hotels, Creating Largest Overnight Electric Vehicle Charging Network within Hospitality Industry
stories.hilton.com: [Transcription] [Excerpts] Plan dramatically accelerates ability to meet growing demand for overnight Electric Vehicle charging during hotel stays
McLEAN, Va. – Through an expanded agreement with Tesla, Hilton today announced that, beginning in early 2024, up to 20,000 Tesla Universal Wall Connectors are slated to be installed at 2,000 hotels in the U.S., Canada and Mexico, making Hilton’s planned EV charging network the largest of any hospitality company.
With at least six chargers at each of the selected hotels, Hilton will become the first choice for the dramatically increasing number of travelers who drive electric vehicles. This announcement follows the recent launch of Tesla’s Universal Wall Connector, a product designed to seamlessly charge any North American vehicle model, expanding Tesla’s efforts to make great charging available to all EVs.
@SawyerMerrritt: There seems to be some confusion about @Tesla's new 10,000 unit H100 GPU cluster that they just turned on yesterday, and their own in-house Dojo supercomputer that started production last month. These are two separate things. Consider Tesla’s NVIDIA H100 GPU cluster like Apple using Intel chips. They are powerful, but not as optimized as Tesla would like. Now, consider Tesla’s own vertically integrated Dojo supercomputer/system like Apple’s in-house designed Silicon chips, which are hyper-optimized and specifically designed to bring next-level performance and efficiency. This will enable Tesla to improve FSD faster and unlock next-level compute capabilities. But Tesla will use both to improve FSD. By next year, Tesla's Dojo supercomputer is projected to be one of the most powerful supercomputers in the world.
@elonmusk: Just drove the production candidate Cybertruck at Tesla Giga Texas!
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☑️ #164 Aug 23, 2023 | Tesla Cybertruck leak?
Cybertruck Precision (2)
reddit.com: [Transcription] [Excerpt] Musk email to Tesla (employees) today
Due to the nature of Cybertruck, which is made of bright metal with mostly straight edges, any dimensional variation shows up like a sore thumb.
All parts for this vehicle, whether internal or from suppliers, need to be designed and built to sub 10 micron accuracy.
That means all part dimensions need to be to the third decimal place in millimeters and tolerances need be specified in single digit microns. If LEGO and soda cans, which are very low cost, can do this, so can we.
Precision predicates perfectionism.
Elon
Source: Reeditors
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☑️ #163 Aug 15, 2023
Fisker Customers Will Gain Access to Tesla Superchargers as Company Adopts North American Charging Standard
@Quartr_App: Yesterday's $TSLA earnings call was *wild*. Elon gave investing advice, cited Benjamin Graham and claimed Tesla could 10x from here ($9+ trillion). You will find all the highlights in this thread
1. @elonmusk recommends ARK Invest, calling their research "the best":
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@Quartr_App: "I care a lot about the sort of small shareholders [...]. I love you, guys."
2. The outrageous 10x, or $9 trillion, remark, plus a reminder to "buy and hold":
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@Quartr_App: 3. Elon recommends buying stocks in companies who make products you love, then he goes on citing Benjamin Graham:
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@Quartr_App: 4. Apparently, $TSLA's Model Y became the best selling vehicle of any kind globally in Q1:
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@Quartr_App: 5. Elon says he thinks it's "ridiculous" that $TSLA has positive FCF:
6. Elon claims $TSLA's robotaxi products will "drive volume through the ceiling, next level", and that demand is "quasi-infinite":
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@Quartr_App: 7. $TSLA's full self-driving will be 10 times safer than the average human driver, according to Musk:
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@Quartr_App: 8. And he says $TSLA's advantage in self-driving is in their unique data:
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@Quartr_App: 9. He then for some reason starts talking about Nerualink and building robot arms and legs
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@Quartr_App: 10. $TSLA's Supercharging network has now surpassed 50,000 and the connected open source protocol is now called the North American Charging Standard:
ir.tesla.com: Tesla Vehicle Production & Deliveries and Date for Financial Results & Webcast for Second Quarter 2023
Source: Tesla, Inc.
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☑️ #157 Jun 27, 2023
Electric Volvo/Polestar car drivers will get access to 12,000 Tesla Superchargers across the United States, Canada and Mexico as Volvo Cars adopts North American Charging Standard
media.volvocars.com: [Transcription] [Excerpts] As part of Volvo Cars’ aim to be a fully electric car maker by 2030, the company is the first European car maker to sign an agreement with Tesla, giving current and future electric Volvo car drivers access to Tesla’s vast Supercharger network across the United States, Canada, and Mexico.
Under the agreement future Volvo cars, starting from 2025, will be equipped with the North American Charging Standard (NACS) charging port in the region.
The arrangement gives fully electric Volvo drivers access to 12,000 new fast-charge points, a figure that is expected to grow as Tesla continues to expand its Supercharger network in the region.
Rivian Accelerates Electrification through Adoption of North American Charging Standard and Access to Tesla’s Supercharger Network for Rivian Drivers
rivian.com: [Transcription] [Excerpts] Irvine, California – June 20, 2023. Rivian Automotive, Inc. (NASDAQ: RIVN) today announced it has signed an agreement with Tesla to provide Rivian drivers access to Tesla’s Supercharger network across the United States and Canada. Central to its mission to electrify and decarbonize transportation, Rivian will also continue to expand its own Rivian Adventure Network.
Rivian drivers will have access to more than 12,000 Tesla Superchargers in 2024
Rivian Adventure Network to continue nationwide expansion
Rivian will incorporate North American Charging Standard (NACS) charge ports in R1 vehicles starting in 2025 as well as upcoming R2 platform
GM: It's about your convenience, not our competition
@GM: We're teaming up with @tesla to enhance your electric vehicle experience. More charging stations, less range anxiety, more sustainable journeys. It's about your convenience, not our competition. #EverybodyIn
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☑️ #154 Jun 4, 2023
Model S Plaid at Nürburgring Again (2)
Model S Plaid at Nürburgring (1)
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☑️ #153 May 25, 2023
FORD EV Customers to gain access to 12,000 tesla superchargers; company to add North American charging standard port in future EVs
media.ford.com: [Transcription] [Excerpts] DEARBORN, Mich., May 25, 2023 – Ford Motor Company said today it reached an agreement with Tesla Motors that will provide Ford electric vehicle customers access to more than 12,000 Tesla Superchargers across the U.S. and Canada, doubling the number of fast-chargers available to Ford EV customers starting Spring 2024.
Starting early next year, Ford EV customers will have access to more than 12,000 Tesla Superchargers across the U.S. and Canada, in addition to the over 10,000 DC fast-chargers that are already part of the BlueOval Charge Network. This will give Ford EV customers unprecedented access to fast-charging
Mustang Mach-E, F-150 Lightning and E-Transit customers will be able to access the Superchargers via an adapter and software integration along with activation and payment via FordPass or Ford Pro Intelligence
In 2025, Ford will offer next-generation electric vehicles with the North American Charging Standard (NACS) connector built-in, eliminating the need for an adapter to access Tesla Superchargers
The reliable Tesla Supercharger network has already established charging corridors across the U.S. and Canada
en.yna.co.kr: Samsung Electronics Executive Chairman Lee Jae-yong met with Tesla Inc. Chief Executive Officer Elon Musk in Silicon Valley on May 10, the South Korean giant said on Sunday.
Samsung and Tesla could be looking to partner up, allowing the two companies to develop next-generation IT technologies, as well as chips for fully autonomous cars, sources told Yonhap.
