John

Here to watch the future unfold #elonmusk

[John @john_22138]

@ethanmckanna @OverlyTrev There's a new term called L2++.

[John @john_22138]

@itskyleconner @RJScaringe Why no 240V outlet?

[John @john_22138]

@rajuvamsi007 @SawyerMerritt @Waymo Can you share the link to this source?

[John @john_22138]

@xxBB69xx @TesCalendar1 @jimfarley98 @Ford @LincolnMotorCo Why is longer than 30 mins important?

[Sawyer Merritt @SawyerMerritt]

I've made a list of everything that's new in the refreshed North American Model Y vs the old Model Y. It's a big. upgrade.

• 4% more aerodynamic
• 2.8% more range on Long Range AWD trim (now 320 miles)
• Up to 50% of the parts in the car are new
• Glass roof has 7x better heat refraction vs the old Model Y via new silver coating. This will also reduce load on the HVAC system, as this improve efficiency since you won't need to cool as much
• Front bumper camera (a first for the Model Y) with sprayer to clean off debris
• Fastest power folding rear seats in the industry
• Long Range is 28 lbs heavier than before
• 0.2" lower ground clearance vs old Y
• 51% less vibration on rough roads vs old Model Y, 22% overall decrease in road noise & 20% less wind noise
• 66% better call quality via improved cabin mics
• 3% stiffer body structure
• Improved braking performance for more energy recapture
• New 16 speaker sound system (up from 14 before). More punchy and much better midrange performance
• Annoying deep resonance tone from rear of car has been eliminated
• Improved door latch and door seals. More premium door "thunk" closing sound
• 27% more downforce on rear tires
• New gearing in powertrain for slight efficiency improvement
• Changed lubrication in powertrain for reduced frictional losses
• The front seats automatically move forward so the rear seat headrests don't hit the front seats when folding down
• Redesigned interior with new door cards
• New metal looking speaker housing trim
• More premium interior materials. The fabric is softer to the touch and sewn with a more refined process to present a better overall texture. Double stitching design on dash (new Model 3 doesn't have that)
• No more gear stalk. Drive, reverse, park, etc is controlled via the screen. Turn signal stalk is still there (unlike the new Model 3)
• New steering wheel contains light controls, horn, new camera button, wiper controls and mic control.
• New dash design with textured/woven material
• Multicolor ambient LED interior lighting extending from dash to rear seat doors
• Updated more premium center console
• Acoustic double pane glass on rear windows and back window (was only on front windows before). "360º acoustic glass"
• Center touchscreen now brighter, has smaller bezels, higher contrast & is more responsive. Larger 15.4" main screen (vs 15" for old Y)
• More sound insulation for a quieter ride
• Upgraded suspension for a softer ride
• Front seatbelt pickup point is 27mm lower to accommodate larger body sizes
• Slimmer turn signal stalk
• New hole at bottom of steering wheel to rest fingers
• New silver trim around wireless phone charging area (Model 3 doesn't have this)
• New squared off rear trunk glass shape
• Next-gen Airwave 2.0 ventilation system. Passenger can now turn off just their side.
• Vanity mirror has a CRI index of over 90% for a more accurate representation of makeup, etc.
• Reduced top speed of 125mph (from 155mph) due to more efficient tires
• Better handling
• Passengers are more protected from door impacts due to new latch at the bottom of the door
• Quieter automatic closing trunk
• Rear tail light bar is the first indirect reflective body panel taillight of its kind
• Frunk now has a drain hole to empty liquids
• Bottom rear seat cushions are 0.6" (1.5cm) longer for improved comfort. Headrests are 0.7" (1.7cm) wider.
• Drag coefficient of 0.22 (vs 0.23 in old Model Y)
• Redesigned lower rear bumper
• Front seats are now ventilated & heated. All cabin seats are now perforated
• No fog lights anymore. Headlights are located underneath the new front light bar
• 8" touchscreen for rear passengers in the back to control climate & enjoy entertainment. You can connect two headsets at the same time
• Three 65W USB-C chargers. You can charge a laptop
• Improved bluetooth
• 50% improved cellular connectivity. 2X greater WiFi range (dual-band)
• 10x improved connectivity to phone so car will recognize your phone from farther away
• Two new wheel designs that better optimize battery life
• New Tesla lettering replaces rear Tesla logo badge
• Car is 1.6" longer overall
• Front light bar with an overall slimmer and sleeker front car design
• New "TESLA" logo on steering wheel
• Deliveries start in March 2025

[John @john_22138]

@MdeZegher @cybertruck Is that 325kW charging at 400V or 800V?

[Farzad 🇺🇸 🇮🇷 @farzyness]

Tesla will be the greatest dividend stock of all time $TSLA

[Sawyer Merritt @SawyerMerritt]

Here’s my first ride in Tesla’s Cybercab.

[Rob Maurer @robmaurer]

I have voted FOR the ratification of Elon Musk’s compensation plan. I just reviewed my thoughts from Tesla Daily in January '18 when it was announced:

“To sum it up, I think for existing shareholders this proposal is extremely beneficial, extremely friendly to stockholders.”

Buying In:
“I think instances like this where Musk is able to fully buy into the company and fully predicate his returns on this amazing growth for Tesla — where if that doesn’t happen he gets literally nothing — just goes to show how invested he is.”

Message For Short Sellers:
"When shorts kind of question [Musk's long-term vision], or say that he’s just hyping up the stock for some temporary gains or things like that, stuff like this just immediately proves those sort of arguments to be complete false.”

Amazing Growth
“I believe that if the $650B market cap were to be achieved, for example by 2023, that Elon should definitely be rewarded for that kind of amazing growth. I mean, that would be the market cap increasing by 11x in less than what, six years? Which would be crazy, and certainly worthy of the payment that Elon would receive.”

Market Didn't Believe It:
“I remain extremely positive on this plan, I was actually surprised the stock was not up further yesterday on this news.”

Plan Helped Tesla Recruit Talent:
“I think maybe an under-appreciated aspect of Tesla is their ability to use equity to attract talent. So when prospective talent is kind of weighing their options and deciding potentially between Tesla and another competitor, the opportunity that exists within Tesla's equity is probably much greater than an alternative.

The fact that Musk's compensation plan is tied to these aggressive market cap goals is a strong signal for anyone looking at [equity compensation] and trying to evaluate what their compensation could eventually equate to when including that equity.

That should be a pretty big advantage, certainly against companies like Ford and GM, but even against companies like Google and Facebook, where there's maybe less upside in terms of the market cap and therefore possibly less upside in the equity stake that an employee might expect to earn.

The fact that the CEO's compensation plan directly spells out a path to 11x in terms of the market cap is pretty significant when evaluating those options, I think. For a company like Facebook or Google to grow to that level, they would have to be $6-8 trillion in market cap, and there is no single company right now that's even above $1 trillion, so to expect that kind of growth from those other companies would be pretty unrealistic.

I also think that this provides a similar benefit to investors in terms of spelling out that clear path and those clear growth targets, because part of the bear narrative of Tesla is that it's overpriced and that even if Tesla achieves their wildest dreams, that the market cap should still only be like $60 billion or something, which in my opinion is a pretty ridiculous argument, but with this compensation clearly spelled out like this, it shows that Tesla themselves believe that the market cap is not overpriced and that it does still have tremendous growth potential at these levels. I think that will encourage more people to invest, and I also believe that it will encourage stability as Tesla continues to grow, hopefully to those levels of market cap.”

Back To Today
I have always believed this plan was excellent for shareholders. I was right — the shares I owned when recording these thoughts are up 800% compared to the S&P 500 up 80%. This compensation plan was fundamental to that outperformance in many ways, from securing Musk's leadership, to talent acquisition / retention, to investor confidence, and more. If Tesla would have underperformed, @elonmusk would have received nothing.

What Tesla has accomplished is unparalleled. For anyone to look back in hindsight and diminish how extremely difficult these milestones were to achieve is outrageous. I think the primary reason some shareholders are questioning this vote is due to the share price performance over the last couple years, and I believe that is extremely short-sighted, on top of being irrelevant to this issue.

I held shares from 2013 that were in the red in 2019, six years later. People were also frustrated then, but it would have been wrong to use that as justification to retract Elon's (very similarly structured) 2012 compensation plan. Fortunately, I let my analysis and my ethics determine my actions, rather than being influenced by market sentiment, and it paid off.

I hope other shareholders won't be prisoners of the moment in 2024.

[Sawyer Merritt @SawyerMerritt]

NEWS: Toyota was found to have falsified data and skirted impact-safety tests while applying to certify seven past and current vehicles, a government investigation has found.

Toyota submitted faulty data during pedestrian-safety tests for three current models, and used modified test vehicles during collision-safety tests for four past models, the Japanese transport ministry said Monday. The company was among five companies, including Honda Motor Co. and Mazda Motor Corp., found to have problems with their safety certifications.

Source: https://t.co/Mm62qdBl8x

[Tesla @Tesla]

We have put forward two especially important proposals for our Annual Meeting of Stockholders—and we need your vote.

Protect your rights as stockholders & protect the value of your investment by voting FOR the ratification of the 2018 CEO Performance Award & FOR Reincorporating Tesla in Texas.

Read more details here → https://t.co/WbcKtqU02U

[Cybertruckownersclub.com @CybertruckOC]

Powershare + Tesla Cybertruck to the Rescue as Home Power Backup After Tornado https://t.co/iCvFQN4ORf

[John @john_22138]

@alojoh @Cheerful2weeter What companies claim this?

[John @john_22138]

@RivianTrackr @a2zev Link?

[Tony Seba @tonyseba]

This time, we are the horses: The #disruption of labor by #HumanoidRobots. 👤 🤖 〰️ 🚘 🐴

Our first longread in this series is now available via the @rethink_x blog.

https://t.co/fuAZWFyKQF

[Lars @larsmoravy]

@baglino ... my brother in arms... THANK YOU! TY for being by each others sides in the struggles, TY for lifting me up when I was down, TY for teaching me so so many things, TY for guiding Tesla engineering to be better than we thought we could be. I am better because of you and will do my best to continue your revolutionary efforts over these last 14+ years we have worked together. I still remember arguing with you about halfshaft stiffness my first week... not sure who won that one, but today I'll concede it to you, you deserve it.

[Sawyer Merritt @SawyerMerritt]

CONFIRMED: Tesla's new Powerwall 3 uses LFP batteries.

Powerwall 2 didn't. This means that all of Tesla's energy storage products (Megapacks & Powerwalls) have now fully switched over to the lower cost Lithium-Iron Phosphate chemistry.

Source: https://t.co/t4HWhtzsR5

[Rohan Patel @rohanspatel]

Every @Tesla leader has gotten emails from @elonmusk (and each other) with solely a forward of a X post that has a good suggestion from one of you.

When I first joined Tesla I thought it was wild that our CEO/Technoking would action items from X by literally forwarding them, usually with a ? or ! as the subject line. Now I think it’s kind of crazy *not* to act on the best ideas(especially from our customers) with speed and seriousness.

I’m proud to work at a company where the leadership tries to take the best ideas from anywhere (customers, interns, regulators) and integrate them quickly into our products and services.

[Branden Flasch @brandenflasch]

Magic Dock Superchargers are no longer released via the Tesla app, but rather by pressing the handle button for 2 seconds. Seems to be foreshadowing plug and charge functionality for non-Teslas.

[Matt Linn ⚡️🛻 @Mattlinn01]

Thank you @itskyleconner and @hey_francie for letting me join you for this!

I was just taking my Frunk apart, you know… looking for a carrot 🤣 and I noticed that the Lightning Frunk does have pinch sensors.

Check it out!