Albert C. Lee

Tech and travel obsessed

[Albert C. Lee @albertclee]

I have a habit of touching the outside of the plane before boarding. Are you a plane toucher too?

[Albert C. Lee @albertclee]

8/8
Even if the economics worked, the real question is whether any owner would want this level of invasive work done to a car that was otherwise running fine.

For the 3/Y cohort the new car deal math is clear. The S/X owners are the hard problem and I do not have a clean answer for them. The platform is discontinued. There is no equivalent vehicle to move them into.

That is a conversation Tesla has not addressed publicly. /🧵

[Albert C. Lee @albertclee]

OPINION - The HW3 to HW4 retrofit debate is not one problem. It is at least two, depending entirely on the thermal architecture of the car. The cost delta between best case and worst case is significant. A thread. (1/8) 🧵

[Albert C. Lee @albertclee]

7/8
Here is the deal Tesla should put on the table instead. Like for like new car, $10,000 at 0% over 60 months, FSD lifetime license transfers, lifetime supercharging transfers. More if you want to upgrade (e.g. non-performance to performance)

Trade-in on the existing vehicle at wholesale recovers approximately $12,000 to $15,000 for Tesla. Estimated COGS on the new car is approximately $35,000, offset by $10,000 cash and $12,000 to $15,000 trade recovery.

Net cost to Tesla: $10,000 to $13,000.

Against a retrofit range of $8,600 to $22,450 plus warranty liability on a multi-system invasive job, the new car deal wins in the worst case and is competitive even in the best case once you factor in execution risk and infrastructure overhead.

[Albert C. Lee @albertclee]

@MTmodel3 @niccruzpatane No. This is how it is for the EU for 14.

[Albert C. Lee @albertclee]

@cybrtrkguy My understanding is if you voted for the pay package, then you voted for a pay unlock at 10M FSD subscribers. Not purchases.

[Albert C. Lee @albertclee]

@kirillzubovsky @LukaRadisic @terryleewhite @Kaweees @Ubiquiti @Breckworks The captive portal pops up like it would on your phone, but the MAC address being authorized will be from the UTR, not your phone. Same as other travel routers.

[Albert C. Lee @albertclee]

@terryleewhite @Ubiquiti This was definitely a pain to do, but if you’re having stability issues, give it a roll … big miss not having firmware updates working on day 1 when it needs one! https://t.co/UIeBgHwngd

[Albert C. Lee @albertclee]

@alexymik @terryleewhite @Ubiquiti The primary use case will typically be hotels, which has both power and WiFi.

[Albert C. Lee @albertclee]

@alexymik @terryleewhite @Ubiquiti It’s not a hotspot. There is no SIM. A battery is not going to add value for this device.

[Albert C. Lee @albertclee]

@terryleewhite @deanfx @Ubiquiti 4 flights and 2 hotels … the UTR is going to get a real trial by fire next week

[Albert C. Lee @albertclee]

@kirillzubovsky @terryleewhite @Kaweees @Ubiquiti It’s not meant to be a hotspot. It’s meant for people who spend a lot of time in hotels and other public network areas with multiple devices. If you fit this use case, this device is everything to you.

[Albert C. Lee @albertclee]

@terryleewhite @deanfx @Ubiquiti I’ll be at CES with mine as well. Will feel weird not carrying my GL.iNet. It’s bulletproof but a beast.

[Albert C. Lee @albertclee]

Is panettone actually ever good, or is it just something we're just supposed to eat in December and not question?

[Albert C. Lee @albertclee]

@mweinbach Def totaled. That Perf can’t come soon enough