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Third Row Tesla Podcast Profile picture
@thirdrowtesla
May 9, 2020 • 2 tweets • 1 min read • Read on X
So apparently Alameda county doesn’t think Tesla should reopen until June 1
they should be allowed to open at the same time as other American auto manufacturers

give them an opportunity to demonstrate they can do it safely, at limited volume

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More from @thirdrowtesla

Third Row Tesla Podcast Profile picture
May 10, 2020
Tesla vs Alameda
Nature of the Action (Thread)

1. As local officials scrambled to protect Californians, the state stepped in to ensure the response was clear, uniform, and coordinated using state-wide regulations

Sometimes meant setting a baseline, sometimes setting THE policy
2. When the governor issued the “Stay at Home” order it said the statewide policy would be that federal “critical infrastructure” like the Tesla factory would be allowed to continue operating.

3. This was not a baseline, it was meant to keep essential functions running.
4. Nevertheless, Alameda county decided that it would insist that its conflicting pronouncements controlled over the state-wide order. Alameda County arrogated to itself the power to force closure of businesses that the state government said could remain open.
Read 9 tweets
Third Row Tesla Podcast Profile picture
Mar 30, 2020
the Gordian knot story goes like this:

In 333 BC, Alexander the Great marched into Gordium, a capital city in what is now Turkey.

When he arrived there was a ancient wagon, tied up with some insane tangled knot.

Oracles said the man who could unravel the knot would rule Asia
Nobody had been able to untie the knot for hundreds of years. When Alexander tried, he didn’t have much luck at first.

But then he has a bright idea 💡

He drew his sword and just cut the knot in half. Problem solved.
Right now the tech industry is unraveling a new Gordian knot: Autonomy.

Whoever unravels the knot is sure to rule the world, saving millions of lives and bringing untold economic benefits.

And Tesla and @elonmusk have just figured out how to cut the knot.
Read 6 tweets
Third Row Tesla Podcast Profile picture
Feb 7, 2020
There's a FUD story going around that Tesla is taking Autopilot and FSD away from peoples cars. Not true. Here's what happened:

Someone bought a Model S with FSD, but they returned it because of a yellow border around the screen

Tesla then resold the car at auction with no FSD
The person who bought it at auction was a dealership. They sold it to a customer telling them it had FSD. But at the time they gave it to the customer, FSD had actually been deactivated but they told the customer it was just "a glitch", showing them the original Monroney sticker
Here's the takeaway:

Nothing to see here, just a dealership being slimy and trying to blame it on Tesla.

If you sell your Tesla to someone, it will keep all upgrades like FSD, Autopilot, etc.

If you trade in your car and Tesla resells it, they'll remove all options.
Read 6 tweets
Third Row Tesla Podcast Profile picture
Jan 30, 2020
Listen up short sellers. Here’s how it gets worse.

Model Y ships this quarter. It costs the same as a Model 3 to produce (due to improvements in manufacturing) but Tesla sells it for around $3,000 more.

It’s selling into a market that’s 2.5x larger than the sedan market.
Gross margins will be boosted by the extra price of the Model Y, which will likely see more sales than S, 3, and X combined.

What’s more, because only performance and dual motor will be sold at first it will boost platform mix, raise ASPs, and further boost gross margins
On top of higher margins, you’ll see increased volume. Production at Gigafactory Shanghai and eventually Gigafactory Berlin will further reduce costs and build economies of scale — all of which will boost profitability further.

Tesla will sell over half a million EVs in 2020.
Read 8 tweets
Third Row Tesla Podcast Profile picture
Jan 27, 2020
This isn’t the first electric vehicle revolution. The EV was invented almost 200 years ago.

100 years ago, you could buy this Detroit Electric with 80 miles of range (over 200 in some tests!)

Oil interests slammed it as slow, expensive, and low range until it was gone.
For a long time, electric vehicles were gone... Until one day, California mandated car companies start producing EVs again

GM got to work and produced the EV1. With a range of 100 miles, customers loved it passionately
That is, until the oil and gas interests saw the excitement over electric vehicles. They didn’t like it one bit.

GM shut down the EV1 program, and halted production.

They took all the EVs from customers, and crushed them in a dump. The EV was dead once again
Read 4 tweets

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