Taylor Ogan Profile picture
Sep 8, 2020 8 tweets 3 min read Read on X
1/ For those wanting extreme granularity for , using @TroyTeslike's Model Y survey and @snowbullcapital's data, here’s a thread of some of the Model Y data thus far (up to VIN 47k).
2/ The most common Model Y trim is the Long Range AWD with Pearl White Multi-Coat, 19” Gemini Wheels, All Black interior, with no FSD (15%). The rarest Model Y Trim is the Performance with Solid Black paint, 21’’ Überturbine Wheels, Black and White interior, with FSD (0.53%). Image
3/ Paint color is consistent between Performance and non-performance Model Ys. Image
4/ 85% of people with Model Ys have never owned a Tesla before. For 3% of #TeslaModelY owners, this is their first car.
5/ 43% of Model Y owners bought #FullSelfDriving. Interestingly, only 48% of people who have owned a Tesla prior to Model Y bought FSD. 42% of first-time Tesla owners bought #FSD in their #ModelY.
6/ 16% of Model Ys are Performance models. 76% of those were sold to first-time Tesla owners; however, only 15% of first-time Tesla owners bought Performance Model Ys, whereas 26% of Model Y owners who were previous Tesla owners bought Performance models.
7/ 67% of Model Ys have All Black interior. 24% of Model Ys have a Tow Hitch. 40% of LR AWD Model Ys upgraded to the 20’’ Induction Wheels ($2k).
8/ 24% of Performance models are ‘stealth’ performance. This number will hold constant, as Tesla changed the rear drive units on non-performance Model Ys from 1120980 to 1120990 during the factory shutdown in March-May.

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More from @TaylorOgan

Dec 4
Another DeepSeek moment. This is the world’s first actual smart phone. It’s an engineering prototype of ZTE’s Nubia M153 running ByteDance’s Doubao AI agent fused into Android at the OS level. It has complete control over the phone. It can see the UI, choose/download apps, tap/type, call, and run multi-step task chains.

Here I just say (in English) “find someone to wait in line for me” (something you can do in China), and it picks which app to open, configures the job, and hands me one confirm screen. I wouldn’t otherwise know how to do this, and here the phone just did it in a matter of seconds.
This isn’t a chat overlay, it’s a true multimodal agent. It has the brand-new Snapdragon 8 Elite Gen 5 with 16GB RAM, so it can push a lot of the agentic workload on-device. Here I take a picture of a NIO battery swap station and ask, “What is this thing?” It’s running ByteDance’s Doubao model (>175M users in China): a massive, sparse MoE model with full text+vision support. It recognizes the infrastructure from the photo, grounds it to NIO’s network, and explains what it does.
Here you see the cloud + on-device split very cleanly. Doubao handles the semantics: from a single hotel entrance photo it figures out which hotel this is, that I want to book tonight, and that it will need to check the hotel’s pet policy.

Then ZTE’s 7B Nebula-GUI model (a vision model trained to understand screens) running locally on the Snapdragon 8 Elite drives the UI like a human: it picks Ctrip app, opens it, fills in dates, finds cheapest rate, reads the hotel policy on pets, and informs me I can bring a dog.
Read 7 tweets
Oct 15
I’m at the Bay Area Semiconductor Expo in Shenzhen. A company called Qiyunfang, a subsidiary of 新凯来 (SiCarrier), just unveiled two fully domestic EDA software platforms: one for schematic and one for PCB design. Yet another Made in China 2025 success. Image
For context, EDA (electronic design automation) is the software backbone of chip and circuit design. Trump 2.0 tried to cut China off from it in March, forcing Cadence, Synopsys, and Siemens to halt China sales. But just weeks later, Washington quietly reversed course and lifted the ban. Then last week, Trump said the U.S. will impose export controls on “any and all critical software,” so assume EDA again. Turns out a secret team in Shenzhen had already created a solution: every core component, every bit of IP, all built domestically.Image
The theory in Washington was simple: if China can’t use U.S. EDA tools, it can’t design competitive chips or even advanced boards. It was meant to be another choke point on China’s entire hardware ecosystem.
Read 7 tweets
Mar 27
Ok I can now tweet about it, the most advanced car in history is about to be unveiled. Live thread below. Image
This car is a really big deal for Wang. It packs so many innovations, many of his personal long-term dreams. Yangwang U7 (prototypes) has been his personal daily driver for the last year, so he is really excited. He sounds sick, probably nervous! He has had a busy month! Image
Here are some of the crazy examples of the tech this car is debuting
Read 9 tweets
Mar 7
BYD just unveiled its DiSus-Z Intelligent Suspension System, debuting on the Yangwang U7. Here are five crazy examples.

1. Negative roll test maintains stability through corners
2. Active defense test
DiSus-Z is a fully electric, next-gen suspension system that replaces traditional hydraulic dampers with four highly integrated suspension motors. It can preempt side collisions by milliseconds, rapidly lifting the chassis on the impacted side to protect passengers
3. Rough terrain test
DiSus-Z can maintain remarkable stability over rough terrain, minimizing body shake and making bumpy roads feel smooth. By eliminating hydraulic fluid and directly actuating each wheel, DiSus-Z drastically reduces energy transmission losses.
Read 5 tweets
Nov 26, 2024
I’m headed to Huawei’s Mate 70 launch event in Shenzhen (yes, Shenzhen Metro has business class). This phone/chip/OS/event is a really big deal for Chinese tech, and has big implications for US-China relations. Here’s some background. Image
In May 2019, the US Dept. of Commerce added Huawei and its affiliates to the Entity List, which restricted US companies (and allies) from exporting tech to Huawei. They expected this to cripple Huawei, because it wouldn't be able to acquire any semiconductors made with US tech.
The US govt assumed that by restricting Huawei’s access to cutting-edge semiconductor manufacturing equipment, particularly Extreme Ultraviolet (EUV) lithography machines from ASML, the company would be unable to produce cutting-edge chips at process nodes smaller than 10 nm. EUV lithography is crucial for efficiently manufacturing chips at 7 nm and below, utilizing light with a wavelength of 13.5 nm, which enables finer feature resolution with fewer patterning steps.
Read 28 tweets
Nov 20, 2024
BYD's Zhengzhou factory is already enormous, and it's getting even bigger. Here's Tesla's largest factory, for comparison. That blue line is 2 miles. Image
Here's the most recent satellite image, taken a few days ago. That new structure in the middle (汽车专用作业区) will connect the factory to the Zhengzhou International Land Port, which will be 50km², roughly the size of Manhattan. Image
The bottom right corner of the image is land being cleared for the Port's rail yard, so you can see how BYD's factory literally attaches to this massive port that will send cars to Europe, from the middle of China. BYD's factory is already way ahead of the port itself. Image
Image
Read 4 tweets

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