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WIP

Kind of predictable due to the massive distraction they have been trying to engineer with FSD talking points.

If only there was some sort of coating that could be applied on bare metal to prevent this…

I saw a lot of people making excuses that new year fell in Feb this year, making the YoY worse. But I was unable to find the 2023 and 2024 January numbers, since the sum in the first two months would cancel any such effect out. Anyways, you’d think those making such excuses would actually cite that data to prove their point.

I think the YoY comparison is misleading as their EV production was not in full swing last Feb, and now they are probably just filling inventory before they pause production to shift to more of a hybrid mix. It’s the same kind of YoY comparison that led to crazy Tesla valuations as they increased volume rapidly to meet demand. The huge increase is not indicative of a long term trend, since it’s unlikely demand was increasing at the same rate as production.

A more meaningful comparison would be to the average of the last N months (pick N to avoid seasonality).

People have options, and it’s very easy to go somewhere else. If the food isn’t better the price and demand are going to be perfectly related. Every price hike matched by a corresponding drop in sales. Zero sum game.

The idea that facial recognition was just to determine if someone is in front of the machine is a diversion. A simple occupancy sensor would do the same, cheaper and more simply. The company only invested in the facial recognition because they are getting some other gain from it (presumably, data harvesting).

Yes, then factor in higher insurance, higher depreciation, and the one time costs to install a home charger, and anything saved on fuel quickly evaporates.

I’m not sure if it’s due to general distraction caused by the screen, or misuse of ADAS, or just the typical attitude of the owner group, but I’ve gotten used to expecting erratic behavior from Teslas on the road, and compensating. That’s unfortunate.

Thanks for the very well researched and detailed article.

“One of the sources with knowledge of the matter, said specifically it was about building data infrastructure around Tesla’s battery development, manufacturing and in-field use because in some cases the flaws were hidden in the coating and did not show up for a few months down the road.”

I wonder if the stainless is also good at containing fire?