1. Tokyo tried to continue as per normal after a scare, but has gone into partial lockdown. They are now battling rising unlinked cases. 2. Sweden, that great white hope of "herd immunity" has gone into a state of half lockdown as witnessed by their half curve-flattening results.
Dec 19, 2018 • 5 tweets • 4 min read
Elon Renderman Musk. $tsla
Nov 9, 2018 • 13 tweets • 11 min read
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Tesla is trying to add features to their EAP (“v9”) and in the process appears to be also introducing bugs, some scary.
This thread celebrates the brown trousers of unpaid alpha testers.
Also included are car software bugs and outages.
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The first six pages are all from the last couple of days. Will add after page 6 as regularly as possible.
Nov 3, 2018 • 4 tweets • 3 min read
@AlexT18503601 The "Ramp" of Model 3 sales in New York State. For what it is worth, they are running behind July Q3 in October, Q4 and almost no RWD VINs are getting registered. @AlexT18503601 In addition, now that Q3 registrations for NYS are complete we can do a better analysis of Q3 sales vs national sales. The Q3 numbers are still puzzling (low) versus the national delivery total whether we use S/X market share or TMC market share. $tsla
Oct 26, 2018 • 6 tweets • 1 min read
The 18650 cell re-pricing theory of Q3 for $tsla (thread)
Given we have fairly accurate data on ASP for model 3, we can back-calculate ASP and it seems S/X ASP has dropped dramatically in Q3, they've also moved a higher than expected number of these cars. Everyone over-estimated auto revenue as a result. How odd!
Oct 13, 2018 • 10 tweets • 8 min read
@fatropea@CathieDWood@skorusARK 1/ Alright I'll try to make this simple. I'll do it in several tweets as an experiment to see if I can hit on the main points without writing an essay.
@fatropea@CathieDWood@skorusARK 2/ First, the cars don't drive "autonomously with supervision", they lane follow with adaptive cruise. That's it, its all they do. A trivial job on a freeway (to which they should be whitelisted, and in fact in Taiwan, they are whitelisted) yet it isn't foolproof there.
Jul 26, 2018 • 23 tweets • 35 min read
A media enquiry by Norwegian TV news, and three more parts delay stories:
“Paying $1000/month for a tsla parked at service center for 4 months”
“90 days to get parts for my car”
@wangtrish@TirucochiSamuel@suckalz $tsla
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I have ceased looking at the three US Tesla forums, have never searched Facebook, Instagram, Reddit or foreign language Tesla forums — because twitter reports are too numerous and demonstrate the issues.
Trump went to Russia in 1987 to “talk about hotels”, later that year hinted he had “presidential aspirations”.
The KGB would have opened a file on this useful American idiot in 87.
Putin, a young KGB agent at that time, earned his chops corralling egotistical oligarchs.
Putin is an expert handling wealthy mercurial corrupt oligarchs (like Trump).
One of his many fat KGB files on Americans friendly to Russia would, sooner or later, reap dividends.
Someone may be nudged into running, lifted into contention, by adaption of new disinfo techniques.