Summary:
In a series of updates and discussions, the following points are highlighted:
- Tesla's delivery estimates for the Model X in the US have been pushed to November-December, indicating strong demand.
- New orders for the Model 3 in the Netherlands now have estimated delivery times in November-December.
- There is speculation that the Cybertruck may be coming soon, based on a post by Elon Musk.
- A company producing gigapresses is preparing for an event, possibly related to Tesla or another entity.
- China's Tesla delivery numbers have decreased slightly but still look strong for the year.
- The possibility of Model 3 High-Energy vehicles starting deliveries before the end of the month is discussed.
- Toyota is aiming to compete with Tesla through innovative manufacturing methods.
- Tesla Model 3 and Model Y EVs are among the least stolen vehicles in the US.
- Turkey is considered an important candidate for Tesla's next factory.
- Toyota is exploring new technology and lean production methods to close the gap with Tesla.
- Tesla's Model 3 is the first electric vehicle to make it onto the list of the top 10 least stolen vehicles in the US.
- Climate affects Tesla battery health, with colder climates being better for battery longevity.
- Access to charging infrastructure varies by state in the US, with some states having high percentages of housing units with vehicle outlets.
- NIO is raising capital again, and its stock price has significantly declined.
- Hyundai is planning to build an EV assembly plant in Saudi Arabia, tapping into the post-oil era.
- Volkswagen is looking to cut costs and increase profitability, possibly reducing EV production.
- Twitter has seen a significant increase in monthly users, with 550 million now.
1. The estimated delivery dates for the new Tesla Model X in the US have changed to November, following a change from October to September due to strong demand after price cuts. Tesla aims to keep prices stable for the Model S and X and increase production.
2. The estimated delivery times for new orders of the new Model 3 in the Netherlands have changed to November, following a change from October to October. This could potentially indicate high demand in the Netherlands.
3. A post suggesting that Tesla's Cybertruck is coming very soon, based on the latest rumors. Elon Musk's response to this post is speculated to be an indication that the Cybertruck is indeed coming very soon.
4. Tesla's Model 3 and Model Y EVs are at the top of the least stolen vehicles list in the US, having never been broken into.
5. Tesla's refresh Model 3 has just arrived in Italy's showrooms.
6. Tesla's Model 3 deliveries are expected to start next month in Italy.
7. Tesla gross margins should bottom in Q3.
8. Gary Black predicts that there will be at least one FSD licensing deal.
9. The study reveals that living in a colder climate may be better for Tesla battery health.
10. The share of the U.S housing units that have vehicles parked within 20 feet of an outlet is 67 on average.
11. Tesla cutting prices was not necessarily a bad thing because everyone else is going to suffer much much more.
12. Hyundai, Korea's top automaker, is looking to tap into Saudi Arabia's post-oil ERA with a dedicated EV assembly plant in the region.
13. Volkswagen is urgently looking to increase profitability and has excess plan capacity which it wants to reduce.
14. Twitter/X has 550 million monthly users, up from eight and a half million from seven weeks ago.
15. Elon Musk has shown the Cyber Truck 2 to the Prime Minister of Israel and gave him a quick tour of the factory.
16. Foreign has announced that their first inhuman clinical trial is now open for recruitment. This is a medical device trial for the fully implantable Wireless brain computer interface.