It won’t. You are mistaken. The biggest misconception when it comes to Tesla are value relative to price. People think Teslas are so expensive bc they were (before Model 3 & Y). The first Q people ask: what is monthly payment? Then they back out everything from there. If they can afford it, they get to the pros and cons. If not, they move on. There are a number of things that get lost in this debate: 1. Vast majority of car buyers buy used. Get significant discount within a few years of production. Same car as current year, but discounted bc dealers have to move inventory. This is why the $25k car can’t get here fast enough. Tesla’s used car market is in infancy. 2. Given that pool of brand new car buyers is small, Tesla’s addressable market right now is equally small. This is at the heart of the challenge. When Tesla reports sales numbers, those are actually cars in the hands of consumers and on the roads. When Legacy OEMs report sales, those numbers are deliveries to Dealers. Cars sitting on lots or end up in the fleet of car rental companies. So now you see the downside of the Direct Sale model for Tesla. Delivering to customers is a harder task than offloading them through distribution channels. As EV adoption increases, Tesla should benefit more from the rental fleet purchase channel. 3. The other big misconception is when battery replacement. This is a fair question by consumers. This isn’t buying a phone that you can just toss. So here, the 30-60 seconds ads can help here, backed by data over the past decade on the existing fleet. Tesla would need to provide true data on both failure/replacement, causes, and charging curve overtime. Some of these data may be hard to source. Have to come from Customers’ cars, not Tesla’s labs/fleets. 4. Tesla faces a large structural deficit that is not easily solved: charging in urban areas. This is a multi-decade transition. Can’t emphasize this enough. Tesla has won the suburbs. The Cybertruck and Cyberquads (and Semi) are coming for the countryside. Solving for charging in these two areas are easier. Tesla still needs to deploy more chargers in the countryside. Tesla will need an effective strategy to address urban charging needs. Will involve cities and municipalities to address this challenge. Currently, there are missed opportunities all over bug cities, due to lack of available charging in buildings. Then add the challenge of street parking. People living in high rises and condos are passing up buying Teslas bc they don’t want to have to deal with installation of chargers, if the ownership and association isn’t taking the charge.

Share the footage if you can. Curious. How close was the pole to the curb? Was this during a turn? No rule violation/mistake on my end for almost 7 months and last week it made a right turn into a one-way lane going the opposite direction. A little big of snow on the ground, but not sure that mattered. No traffic on that road at the time. A mistake I myself made in the past as well. Felt random with FSD however.

Waymo adding cars to the Uber App is not unexpected. Waymo has a small fleet and this is a marketing opportunity. The goal for Waymo is to continue to grow its network.

The Pentagon budget is untouchable. It’s a giant jobs program and the defense industry is extremely influential. You would still need a way to carry small drones and drone operators around the world. The U.S. has had a significant drones program for a couple of decades now. The mini-aircraft size drones operated from bases in the U.S. - deployed in Iraq and Afghanistan. The Pentagon is in line to procure services from Starships - likely a fleet of their own ships from SpaceX operate for them by SpaceX.

@TeslaPatriot @pattonoswalt 👀👀👀👀

@JHochderffer Precisely!!!! That’s what Tesla would need more so than a network it already has.

@SomeUKTeslaGuy @WholeMarsBlog People who have been displaced by offshoring starting in the 70s haven’t gotten it over it yet. They still clamor to get those jobs back.

@lesgrossman25 Tesla remains very popular in China and is growing.

@mattakersmusic 🤣🤣🤣

@SomeUKTeslaGuy @WholeMarsBlog “ a good version” A matter of perspective. Large-scale workers displaced by robots may not necessarily think so.

@VivicaGsy @WholeMarsBlog It’s embedded in all. It’s the juice.

Tesla FSD has a China problem. China won’t allow Tesla to capture the Robotaxi market. This has been clear for years. Tesla won’t get clearance until Chinese competitors have caught on or Tesla strikes a sweetheart deal. Relative to the U.S., ride hailing is cheap in the China. Margins are going to be very low. Tesla will capture approximately 10-13% of the Chinese market over the long run.

@The_Alex_Houck @WholeMarsBlog Pentagon spending cuts aren’t coming lol. Don’t hold your breath. The Pentagon budget is going to increase. SpaceX will get an ever increasing slice. Elon will also push the Pentagon to buy some humanoid robots. Thats going to be a fairly large contract.

@TroyTeslike A few things. 1. FSD V13 on Hardware 4 is ready for Unsupervised driving. Doesn’t mean they’re won’t be a mistake. The sun can temporarily blind a camera. 2. Unsupervised simply means no driver seating up front. The Tesla Team will monitor the fleet remotely.

@Tropical_Santa @LamarMK Yeah. It is. It is the principal concern of people in freezing weather for long stretches of the year. Things can significantly noticeable when you’re in 10 F to -15F. The heat pump that was introduced with the Model Y mad da huge difference. But the low temps are just brutal.

@Tropical_Santa @BenjaminNorton 🙏

@OblomovBukowsky @BenjaminNorton Sure. One way to look at it. In the context of anti-communism. This is not unique to the PRC, however.

The 1949 rivalry you speak off was much under the umbrella of the Soviets. Additionally the U.S. made a mistake of fighting French wars and trying to preserve France’s empire. In that respect, you are correct. China soon embarked on its own path, irrespective of the US/Soviet rivalry. The U.S. - China rapprochement was much easier as a consequence. The situation now is different, as elements of the U.S. establishment now view China as a principal adversary on a wide range of areas. China’s economic rise and its attempt to build a world-wide sphere of influence in hurting U.S. ego.

@bradleyhope Stunning!

@Shelleybe3 @TortugaNotNinja @lukepbeasley Were you created in a lab?