Recent content by YDR37

The new Roadster reportedly has a 200+ kWh battery, which would be over 50% more capacity than the battery of a Cybertruck. If this is true, it will be interesting to see how they squeeze that much battery into a sports car frame.

Scout might actually be doing something like that. According to Scout CEO Scott Keogh, the plan is to start by selling the EREV (or "Harvester") version first, because of the unexpectedly high demand: However, they still plan to produce pure BEVs later. Apparently it is not difficult for Scout...

Seems like there could also be ITAR issues with a Tesla/SpaceX merger, unless there maybe is some kind of very, very thick firewall between the two companies. If you look at any SpaceX job posting -- even this one for a barista -- it includes the following: ITAR = International Traffic in Arms...

Assuming that you have paid the $99 monthly FSD subscription fee, right? Elon insists that a Cybercab will have no steering wheel or pedals -- the only way to operate it will be with FSD. And Elon also says that FSD is going subscription-only; no more one-time purchases. So you may OWN the...

And since Optimus development and manufacturing is happening in the Bay Area, this means that the Optimus team probably won't need any manufacturing space at Austin, at least not initially. So Tesla is repurposing the S/X lines in Fremont for robot production, but this should not affect the the...

I'm sure that Tesla wants to apply "top-notch brainpower" to the Optimus project -- but that doesn't necessarily mean the Model S/X production team at the Fremont factory. It's probably more the folks at Tesla Engineering HQ in Palo Alto, just 25 miles away. Elon moved Telsa's administrative HQ...

Well, that would be a "bearish" scenario. Obviously the long term is hard to forecast. My point is that even Elon's "bullish" scenario includes "rough quarters" in the short term (like right now).

In the 2Q 2025 earnings call last July, Elon warned about potential upcoming difficulties in late 2025 and early 2026: So 4Q 2025 was the first of those "rough quarters". It's likely that 1Q 2026 will be even rougher, since the first quarter of the year is typically the slowest for vehicle...

Elon did say that, and I believe him. But I think that new variations on the existing 3/Y platform are still possible. The Cybertruck, of course, is also an existing platform, but I don't expect to see any significant new developments there. Volume is too low and the production process is too...

Tesla is already getting pretty creative with Model Y variants. In Europe right now, there are five trims: - Standard - Standard Long Range - Premium RWD - Premium AWD - Performance Then in China, there's the extended YL version. And now there are rumors of a longer-range "YL Plus" later this...

Elon's pay package calls for 20 million Tesla vehicle deliveries by 2035: Tesla hit the 9 million vehicle milestone at the end of 2025. So they need 11 million more to hit the 20 million target by 2035, which is 9 years from now. So the goal is 11 million new vehicle deliveries over the next 9...

We can no longer talk about S3XY vehicles. Which is better: 3Y or Y3 ?

That was way back in the 3Q 2019 earnings call. Elon stated: In 3Q 2019, the combined total of Model S and Model X deliveries was 17,400. So according to Elon, that was a "low volume" sales level, and the S/X were therefore "niche products" of "minor importance." For comparison, there were...

The linked article is from July 2025. Tesla resumed European deliveries of the S/X in October 2025, as per this story: https://electrek.co/2025/10/22/tesla-relaunches-model-s-x-in-europe-after-3-month-break/ So there are currently still order pages for the S/X in most European countries. But...

Sorry, no one has that info except Tesla, and they are unlikely to share it. In theory, it's possible to get data from VINs and registration info without Tesla's cooperation (and some analysts do this) -- but the VIN or the registration wouldn't indicate whether or not the vehicle had the track...