Andy Dowling

Dad, husband, Founder long-term investor in battery minerals. Any commentary on companies or stocks is not financial advice, DYOR. 🇮🇪🇦🇺

[Andy Dowling @ie_andy]

@CARN0N @FleetCtrl 💯 the live charging widget is awesome! Great work @gbhall🔥

[Andy Dowling @ie_andy]

Aussie FSD owners:

[Ashok Elluswamy @aelluswamy]

Try it out!

[Tesla Owners Club Western Australia @tesla_wa]

For anyone who ever wants to cross the Nullarbor using the only truly reliable fast DC charging network, please vote for Ceduna and Balladonia on the @Tesla @TeslaAUNZ @TeslaCharging Supercharger voting webpage https://t.co/U1q2x09Czi
(We all win if either of these sites wins)

[Andy Dowling @ie_andy]

@TSLA_inside_ @teslaeurope @teslaownersirl

[Andy Dowling @ie_andy]

@usuallyYJLee Very informative preso, YJ! Thanks for sharing 🙏

[Andy Dowling @ie_andy]

@elonmusk Try pushing an update to 2026.8.3.10 first 🙏

[Andy Dowling @ie_andy]

@TeslaAUNZ Yep, it’s great, only issue being the lack of three phase backup. What’s the AU/NZ timeline for the new 3-phase variant? 🙏

[Andy Dowling @ie_andy]

@shortword Maybe take a look at the @enhauto S3XY stalks: got them for my Highland M3P a good while back and have made my life much easier, especially with roundabouts, etc. You can also program them to handle most of the car’s basic functions… 😉

[Andy Dowling @ie_andy]

@elonmusk Wen bangeroo? 🇦🇺🦘

[Dwayne Sparkes @sparkes_dwayne]

The amount of red tape and lack of incentives in the exploration/mining industry should be deeply worrying for all Australians. This new budget further discourages the important work of explorers and prospectors.

Why is it that Australians don't pay tax on Tattslotto and gambling, but the people using their own money trying to find the next Broken Hill, that will generate billions in revenue, get crushed by taxes and red tape?

Exploration and mining is without a doubt, the backbone of Australia. It practically funds everything and has done so, since the gold rushes of the 1800’s. Your cushy government job, your government funded construction project, your youth allowance, the overinflated fee you’re able to charge out as apart of the NDIS, your schools , your hospitals, etc.. It’s all a trickle down from the mining and resources industry, which in turn is thanks to exploration, which is largely in turn thanks to prospectors. It's our main productive industry that generates the country money. Agriculture comes second but its not even close.

For those of you who don’t know how it works, every mine here starts with a prospector. A prospector is someone who out of their own pocket, tries to find early signs of mineral deposits. They take on a significant amount of risk. It’s highly likely they’ll go their entire career without finding anything economical. It’s a tough gig and there are no guarantees. Prospects that do get generated generally make their way to the capital markets via exploration companies who will raise millions of dollars to drill and further develop these prospects. 1 in 1000 projects becomes a mine.

The problem is, it's becoming more and more difficult for prospectors to do an already very challenging type of work due to the serious amount of red tape and lack of incentivisation.

Why would a prospector risk so much of their money when the incentive has become less and less with time. Prior to 1996, prospectors used to be tax exempt back when the government had an ounce of sanity. I mean why would you want to tax the guys who off their own backs are out finding Broken Hill which in turn will generate billions of dollars and thousands of jobs? I’d have thought you’d want to encourage that? Seems the government wants to discourage the generation of prosperity.

The new budget just further lowered the incentive for prospectors even more. It makes me think they don’t want Australia having anymore mines.

So without prospectors, mining will eventually shut off. The lack of greenfields discoveries already should be alarming every single one of us. There are a few companies drilling out prospects at the moment, but who is generating these prospects and when were they generated?

There's barely anybody left doing the early stage work to get drill ready targets. No new ideas, no new prospects, just old regurgitated bits of ground.

The country was built off mines such as Broken hill, Mount Isa, etc.. Broken Hill for example was discovered by Charles Rasp in 1883. It’s what founded BHP, a A$300 Billion dollar company. Paddy Hannan, first found gold in Kalgoorlie, leading to the generation billions of dollars in revenue. Lang Hancock discovered the iron ore potential of the Pilbara. EJ Simpson's work alone in the goldfields of WA is said to have largely boosted the entire of WA's economy greatly at the time. A single man's work boosted the entire economy of WA. They all did it with their own money, took massive risks and their government wasn’t working against them.

Unfortunately these days, it’s quite the opposite and large sums of capital are going into developing overseas projects (Simandou Iron Ore, etc.). BHP, the company built in Broken Hill, is shifting investments overseas at a rapid rate. This should be very worrying for all Australians.

We can’t even do a simple soil sampling program here without jumping through massive hurdles. Yes, that's right, a soil sampling program (not drilling) deeper than just 30cm will cost you ~$100,000 in red tape fees alone, before you even get started.

Mines generally have a mine life of 15-20 years, so there will be a bit of a lag before we will feel the full effects.

If prospectors die off, discoveries die off, mines die off, the economy dies off, Australia goes third world. Don’t vote for any politician until they have a plan to reduce taxes and red tape. We need to fix this before its too late. Cheers for reading.

#Budget #mining #auspol

[Andy Dowling @ie_andy]

@gbhall Try Santa mode 😜

[Andy Dowling @ie_andy]

@teslascope @VinothKanak @techAU @gbhall @tesla_wa

[Andy Dowling @ie_andy]

@TeslaAUNZ @ICCSyd Powerwall 3P?

[Andy Dowling @ie_andy]

@RobGrieves Yup, it even has a special loading screen for FSD owners:

[Andy Dowling @ie_andy]

@CARN0N Just got my warp wheel cleaners’ souvenir 😂

[Andy Dowling @ie_andy]

@TeslaAUNZ ETA Australia & NZ?

[Tesla Energy @teslaenergy]

Recap of our Powerwall 3P launch event at Gigafactory Berlin

[Andy Dowling @ie_andy]

@gbhall My update hasn’t landed. Here’s my 2026.2.6.5 AP screen:

[Andy Dowling @ie_andy]

@gbhall Have you compared Autopilot bank sizes before and after installing? Wondering if they’re using this to deploy 14.3 in shadow mode? 🤔

[Andy Dowling @ie_andy]

Seems like they’re still making so many major architectural changes to FSD that the proof / validation / regulatory overhead for each major change could be prohibitive. Even if they don’t need approval, they won’t want to get on the wrong side of the regulators either. So, it might be a case of:

1. Iterate quickly in light/no regulatory environment with lots of Teslas first (US & Canada), learning lots in the process (and collecting huge amounts of fleet data)

2. Target international rollouts selectively: maximise learning, minimise regulatory overhead. Might explain why we got FSD only when V13 settled (13.2.9).

I suspect we’ll get V14 (AI4 & lite) once it has settled and they’ve started work on V15, which doesn’t sound too far away 🤔

Bear in mind Cortex 2 ramp has started, which may remove any model training bottlenecks…