https://twitter.com/elonmusk/status/...004588544?s=19

A few quarters ago Elon stopped caring about profits and started focusing on delivery count.

Now that deliveries are ****, he has shifted focus to Stupid Summon use count.

Mix is better for Tesla this quarter compared to Q2.

Would have to break up the value of the FSD purchase into the elements of a contract, which would be messy but could be done. If they assigned significant value to summon it would be implicitly saying tru full self driving is never going to be part of Tesla’s “FSD”

I thought they sold the same # of s&x, then m3 was more SR+.

This was an interesting thread:
https://mobile.twitter.com/WallStCyn...35652360998912

Hard to buy that conspiracy... but it wouldn't surprise me.

In the US SR+ peaked in May/June.

I would have to look at Europe again but IIRC the mix was trending about the same as Q2. Even if SR+ increased no way it would offset decrease in US. Plus I presume they sold more performance than normal in UK and the other new markets.

stuff like this would be an easy thing to clear up in a conference call and i guess it would be in the interest of shareholders.
but, nah, let's go to youtube.

Rofl. Plainsite emailed elon and asked.

So if mix is better, I think they lose less than last Q. My sense is the stock will react positively to that. Agree/disagree? The counter is year over year revenue decline and it was profitable in this q last year... but that all should be expected by anyone paying attention.

Any specifics about how the mix is better? People are saying that but I don't see reasoning.

S/X: Worse, sales down 2% from last quarter. Highest margin and profit.
US: Worse
Old Europe: Worse
New Europe like UK/New countries: Much better

Not sure what to make of that mishmash.

I haven't seen anything that would lead me to believe the mix was significantly better to counter a lower avp across the board.

Oh and Bernstein also believes in a note yesterday that a higher lease mix this quarter will impact revenues -2%.

I'm gonna look at mix more this weekend

Don't follow this thread that closely to know if this is well known but thought this was interesting. they quit making solar cells at some plant even though it's on the books.
https://twitter.com/QTRResearch/stat...93230769799168

Anyone but elon would be in massive trouble if they did what he did with solar city

Possibly Tesla released advanced summon because of this rather than to recognize revenue:
https://mobile.twitter.com/Daimler/s...82454720630784

Nothing is more powerful than a self-driving vehicle whose time has come.

Great read:

https://assets.documentcloud.org/doc...nse10-7-19.pdf

I don't know why in the world Musk didn't settle this quickly, because this is just pure fire. Musk is completely dead to rights and got torn the **** apart in the depo. Where is the BoD?

Why would anyone work for this man after reading this?

Tomorrow the stock will rise 2% on this wonderful revelation.

On another note, aside from the ‘cool’ factor, is summons useful at all?

It's a bit like sending your drunk high half blind 6 second reaction time 97 year old grandpa who has no money and no insurance to get the car for you. Will you get the car delivered to you sometimes, with no property and soft tissue damage, with no insurance claims against you, pulled up at an angle blocking traffic? Sure. Is it worth it? Hell no.

Laughed out loudly.

Hah, but I mean even if it worked perfectly as advertised. I gotta drive my car at some point - so how is watching my car come to me (while still being liable for its actions) even useful.

Even if I didn’t have to watch it, it seems barely useful and limited to times you’re parked in some giant parking complex and it’s not worth walking to the car.

It might be cool if you are drunk at a bar 3 miles from your house and your car drives itself to you, picks you up, and drives you home. Or having your car drop you off / pick you up at airports, work, etc

This all feels very far away though

The current feature would provide some convenience if it worked correctly but it's very limited:

1/ Bad weather & shortening the distance you (or someone in your party) has to run in the bad weather.

2/ Being heavily loaded with luggage and shortening the distance you have to cover carrying the load.

However, I feel like FSD is a really expensive & not very practical solution compared to what we are doing so far (bring a jacket or use a tool that allows luggage to be carried comfortably).
Also, if FSD ever becomes wildly adopted, using it a crowded parking lot will probably result in chaos on the parking lot.


The "driving your drunk ass home"-potential seems like something I'd love, but I feel like we are >10 years away of you being allowed to be drunk in your self-driving car, probably >15 or >20. Think there's a big chance this will never happen, even.

I get the benefits of self driving. That seems obvious and I don’t even think we’re 10 years away (although regulations that allow something like a car driving a drunk passenger home might take a long time).

I just really don’t see the appeal of this feature which is at best a super duper tiny sliver of actual self driving functionality.