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  1. What We Learned From Semi Launch

    I'm sure I missed a lot, but feel free to add your thoughts. Some is definitely speculation. 1. 1MW CT charging. Didn't expect it to be that high! It definitely goes back to the "what do you think this is, a children's toy quote". V4 rollout will likely happen quickly once CT is ramped, and...

  2. Where to See EV Deliveries?

    I feel like I go through this every quarter after Tesla announces their deliveries, but is there a website that shows every vehicle manufactures EV deliveries by quarter/month etc? It would be nice to see how other manufacturers are progressing with their deliveries other than reading random...

  3. A Really Good Q4 Earnings Call Question

    Toni Sacconaghi "Elon, I was wondering if I could just follow up and ask. You talked about your product road map and also your goal to keep growing at 50% per year or better. That would put you at 3.2 million vehicles or more in 2024. And I think you made reference to Cybertruck maybe being...
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