wnorris

Exercise through everyday walking likely plays a key role. Rural Americans drive everywhere and their most significant walking typically will take place only within stores while shopping.

China is predicted to lead the world in expanding semiconductor production, with a total of 18 new fabs expected to begin production in 2024.

What gets me is how Apple markets the improvements in the M series processor. They iterate on these on a yearly basis, yet do not upgrade base model RAM for near a decade.RAM is quite often the limiting factor for current computer longevity. This is especially true of Apple computers as RAM is non-upgradable.

Apple at a minimum should create a cadence of RAM upgrades to coincide with processor upgrades to at least some extent. Otherwise they are selling base model computers that are going to require most users to replace sooner. Conflicts with Apple's environmental efforts.

I assume this will be lower cost through plastic casing, M1, and low RAM/storage.

Currently the M1 is sufficient for 90%+ of the population (IMO), it is the RAM/storage that will outdate most Apple computers. If Apple sells this in the $599-799 range with 8GBs of RAM that would be a solid offering for most K-12 schools.

Google Docs tracker for all ships carrying Tesla vehicles worldwide.

https://docs.google.com/spreadsheets/d/10Uh_GSkShwPPlrE5mOJc...

These types of articles come out each month depending on where car shipments are and are not going.

https://docs.google.com/spreadsheets/d/10Uh_GSkShwPPlrE5mOJc...

Tesla ships cars to different regions in waves.

The previous months were primarily going to US customers (partly due to an ongoing pandemic). Notice how deliveries to Europe will spike in follow-on months as ships arrive.

Tesla tends to have very vocal fans and haters. Each month there is a different article highlighting how Tesla is in dire straights due to the precipitous fall in sales in X country. The next month an article will say how Tesla crushes competitors in X market.

Source: https://docs.google.com/spreadsheets/d/10Uh_GSkShwPPlrE5mOJc...

https://electrek.co/2019/09/18/tesla-model-3-best-selling-ca...

"With another wave of deliveries in the Netherlands, Tesla Model 3 has become the best-selling car in the country for the year as it now surpasses 10,000 units.

Since the European launch of the Model 3 earlier this year, the vehicle clearly reinvigorated Tesla’s sales on the continent."

Agree on this one. Why Nations Fail is a fabulous book. I recommend reading Guns, Germs, and Steel first if you are going to read both. Highly recommend both.

Interesting comment and one that conflicts with what most automakers are saying in regards to where the industry is going.

This thinking is what may cause many automakers to fail.

https://www.automotiveworld.com/articles/is-the-auto-industr...

This is a critical part of the overall full self driving equation. Any vendor working on this problem will be spending inordinate amounts of resources on this as parking lots are one of the more challenging environments.

In certain locations (especially in winter) this will be a very nice feature. This is especially true to anyone with disabilities or extreme laziness. ;-).

This is a step in their progression toward self driving. No one should expect this to be flawless from the start, similar to Waymo's self driving work.

Tesla getting this out now should allow for the feature to begin improving at a quicker pace due to more data.

A lot of naysayers will certainly harp on the number of wonky videos to hit the web, but this will quickly decrease once the newness of the feature wears off and improves.

There appears to be an active group working to create these stories in order to create a 'whistleblower hell'.

Elon occasionally does not help this, but authorities should look into the allegations that a group is actively manipulating Tesla employees for these types of stories.

https://cleantechnica.com/2019/07/21/were-cnbc-sources-tesla...

Hybrid was only a stop gap until batteries reached the point they are today.

In markets (California and Norway in particular) where there is significant EV growth you are seeing Hybrid sales drop quickly.

This would likely need to coincide with a flat federal sales or value added tax (VAT) to properly tax consumption activities.

Example: 12% tax on a Bentley or Toyota, Yacht or toy boat, wealth advisor service or lottery ticket

lol...he had a spell with some poor choices no doubt, but calling him a liability is a little much. One hopes he learned from his episodes.

https://www.cnbc.com/2018/11/19/neil-degrasse-tyson-elon-mus...

Tesla has made mistakes...especially Elon's timelines. Those have gotten better of late.

That aside, one has to also consider the limited number of stores that Tesla has at this point in time. As they increases the number of stores their market reach will increase. Combine this with new global markets and it is clear that they will do fine for at least the next couple years.

The market for EVs is expanding. As Tesla starts shipping worldwide they will find the sweet spot for the US.

Big takeaway here is they are very profitable producing at current rates. As they bring out new models they will continue to grow at 30-50% per year.

The production and delivery numbers they came out with were very good and higher than most had expected. These numbers will allow them another profitable Q4 likely higher than their Q3 numbers.

The price cuts are likely to impact margins, but is in line with what Tesla had done with the Model S and X as production efficiencies allow them to reduce manufacturing costs.

The reaction looks like a big overreaction as the market is apt to do. Seems like there is a lot of Tesla hate on the internet for some odd reason these days.

SpaceX providing launch services significantly cheaper than their competitors has probably benefited you personally far more than those initial subsidies to SpaceX. In fact, the recurring subsidies to their competitor, ULA, are substantially higher.