Three days with Tesla Robotaxi. 62 total rides. Here’s what actually happened when I put the autonomous future to the test.
Most surprising discovery: I saw more human driving errors than Robotaxi mistakes. Humans got in wrong lanes 5 times. The Robotaxi never made a bad lane choice once.
Instant ride matching is underrated. No waiting for driver approval or cycling through options. Just immediate connection. Makes the whole experience seamless.
Pedestrian interactions were impressive. The Robotaxi anticipated pedestrian movements and slowed or stopped when needed. Many pedestrians waved thanks without knowing it was self-driving.
The Robotaxi actively avoided unprotected left turns on busy multi-lane streets. Instead it would take a right, then left at the next light to rejoin the road. Safety over speed.
Drop-offs happen away from main roads when possible. The car turns onto side streets near your destination so you’re not opening doors into traffic. Thoughtful design.
Tesla isn’t allowing highway driving yet. Most accidents happen on city streets but most fatalities are on highways. Smart precaution even though Tesla highway tech is proven.
Safety monitor was present and did disengage the system twice during my rides. Once when the car attempted highway access. Human oversight still essential.
Edge case issue: pickup locations near service area boundaries can fail even when you’re technically inside the coverage zone. Had to Uber to our first pickup point.
App connectivity problems on longer rides. Lost ability to pull over or call support on phone but rear screen controls still worked. Needs consistency across interfaces.
Feature request: mid-ride destination changes. Would add flexibility for when plans shift during the journey. Seems like an obvious next step.
The Model Y backseat with panoramic glass roof was surprisingly enjoyable. Driving through tree-lined areas felt open and peaceful. Pure vibes.
Bottom line: it just worked. The technology delivered on its promise. Surprisingly enjoyable experience that exceeded expectations.
Rating: 69 out of 42. The future of transportation is here and it’s better than I expected.
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Correction they disengaged ONCE during my rides. It was to prevent it from going on the higway.
CORRECTION: they disengaged ONCE during my rides. It was to prevent it from going on the higway.
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Most bulls fear losing shares in a revaluation scenario (and $TSLA moons). So we asked ourselves, how did a simple covered call strategy work in 2020 when the stock went up 730%?
Answer:
Covered calls can generate a lot of income in a week or month. Is it wise to go the more aggressive route with less margin of safety like $TSLY uses?
In a direct shot against Tesla, Marco Rubio is trying to get CATL batteries banned in 🇺🇸.
The use of batteries is not a national security risk; batteries enhance national security by making us less reliant on oil.
Pics of his letter 👇
in the following 3 tweets a TLDR summary
‘The U.S. Department of Defense must act now. CATL, a Chinese battery company, threatens our national security. It has ties to the Chinese Communist Party and military. We need to put CATL on the Section 1260H List. This list names Chinese military companies working in the U.S.’
‘CATL's success comes from Chinese government support. Its founder backs the Communist Party. CATL works with other blacklisted companies. It may power Chinese military bases and submarines. CATL is like Huawei, but for batteries instead of phones.’
Now there is no line for Foundation Series and Tesla is asking, "Anyone else? Final chance!"
Next, Tesla will lower the price to $80k for the 2 motor variant and go through the reservation list again from top to bottom. If you're number 2 million in line, you will have to wait
... until everyone else says no at $80k for the 2 motor variant.
THEN, Tesla will lower the 2 motor Cybertruck to something like $62k (toward its final price) and go through the whole list again.
The Powerwall 3 is five inches shorter and 25% slimmer than the Powerwall 2. It also weighs about 100 pounds less. This makes it easier to install and transport.
💪Higher peak power output.
The Powerwall 3 has a peak power output of 11.5 kW, up from 5 kW for the Powerwall 2. This means that it can power more devices during a power outage.
Our @Tesla valuation with Megapack breakdown is now available for free download. In this analysis, Matt Smith @MatchasmMatt values the car, FSD, and Megapack for Tesla. @elonmusk@MartinViecha
$TSLA underwent a phenomenal run-up from late 2019 to late 2021 as the company experienced drastic growth in both revenues and margins. But as economic concerns mounted in 2022 and the Fed initiated a series of sharp interest rate hikes, growth stocks like Tesla were hit hard.
$TSLA manufacturing prowess and the emergence of FSD as a financial contributor will ensure that Tesla maintains world class margins.
Analysts have historically ignored the energy side of Tesla business, but Tesla Energy is about to undergo a step-change in deployments & profits