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I think there are many former Model X buyers that would buy an R1S, but few R1S buyers that would consider a Model X.

I've worked in Silicon Valley enough that I get the logic. I know you're right, and I kind of hate that about the market. I'm just old enough to be cynical about these things. They're probably assuming a higher take rate and a higher sales price once the product improves. I bet it looks...

I once moved an 8ft tall Ikea dresser across the Bay Bridge with my Miata. In the rain.

Doesn't apply to my Gen 1, but I honestly don't get the business logic on this. Assuming a 15% take rate (similar to Tesla) $50/mo * ~200k annual vehicle sales * 15% = $18M revenue stream per year of vehicle sales. Apply vehicle sales growth and the longevity of vehicles and it grows to a...

Onewheel would make you look cooler. And probably take up less space.

Keep in mind that Tesla has yet to demonstrate these robots doing a single useful task or even a broad price range. Any use-case you're imagining exists nowhere outside your own mind until Tesla gives more information.

One improvement to user experience for moving or road trips is to simply turn proximity sensing off. I'll do this anytime I'm in a situation where I'm frequently walking near the truck but I don't want the truck to always be locking & unlocking. I'll also sometimes turn the hvac off manually...

Tell me about it. My wife's been "almost done" watching the show for something like a year.

Everyone knows that a Rivian can do 0-60 in 3 seconds flat. That's gotta be part of the storyline, and a fun ambulance ride.

That's pretty cool. They probably could make a a decent real ambulance too with modifications.

If it was a serious product, they'd have developed it to do a handful of tasks that have a high-ROI. They'd be aggressively demoing and selling it for use in those high ROI tasks before going to mass production. Then they'd expand production as the business case develops and they can apply it...

I did hear from a friend involved in Tesla's Fremont plant that they are legitimately working on the plans to retrain the workforce to make tens of thousands of these dumb robots. To my knowledge, these robots have yet to demonstrate the ability to profitably displace a human or other robot in...

A big part of the S/X sales decline in the US over the last few years was the availability of both Rivian and Lucid. Not only did both companies create compelling alternatives, Tesla raised prices and failed to provide meaningful updates to the platform. The whole nazi thing didn't help their...

They'll sell some more Cybertrucks to SpaceX, and promote some new future AI product to be delivered in a decade as a way to pump the stock.

If I was a Toyota exec in an MBA case study, I'd deliberately underinvest in EV's until it was clear they're necessary. Which is exactly where Toyota is today in the non-US world. Then I'd go on a shopping spree and acquire EV companies with the best technology, but with struggling sales...

I've had mostly good experience with it. I'm nowhere near their perfect score, but pretty good. It gives me motivation to interact with my phone less, which is a net positive for me. And there's still net savings even if the score is imperfect. It also seems to be less sensitive on the...

My insurance (USAA) is 27% cheaper because I install an app that verifies I don't interact with my phone while driving. I get that it's solvable, but those are some real dollars. I'm also enjoying being in my grumpy-old-man yelling at clouds phase of life. I hate a lot of things about...

They did release a camp kitchen. It went from the amazing ooh-ahh demo product to a $1,400 induction cooktop with some built-in storage. I had mostly forgotten about it too until you reminded me.

I want to believe. I don't, but I want to. Edit because I just saw it: Toyota better come up with something soon, because this is coming. They'll be protected from that competition in the US, but Toyota is a big business in a lot of other markets these Chinese EV companies are already in.

Agreed. Playing music we own is table stakes. That's been basic functionality in cars since the 8-track was invented. Enshitifying that experience to push streaming services is inexcusable. There are alternatives if Apple doesn't play nice. Bluetooth is convenient, but I'd put my music on...