Tim Kremer

@waitbutwhy Compare the failed apple car to Xioami's very successful Xiaomi SU7 EV. mi.com/global/discove…

Kinda weird how Apple can’t figure out how to make an LLM and all these other companies with way fewer resources managed to pull it off

@SawyerMerritt 290million/1280MWh = $250k per megawatt hour. Current grid storage average bids in China for full design, delivery & 20 year maintenance are $66k per MWh. The chinese competition are 370% cheaper than Tesla's prices here. Source: ess-news.com/2024/12/09/pow…

NEWS: Tesla has secured a new $290 million Megapack contract to built four 80MW battery energy storage facilities in Utah. Collectively the Tesla batteries will store up to 1,280 MWh of dispatchable power.

@SawyerMerritt This was a fail of a refresh. The new model Y should at least match the competition on charge speed and range. Europeans can now buy the Zeekr 7x that charges 10% to 80% in 10 minutes. That's 3x faster than the Tesla Model Y refresh. 400V architecture is more than 10 years old

Ron Baron on $TSLA Europe sales being down: "When you're talking about Europe sales being down 40%-50%, that's because they don't have any cars. They're not making them because they're going from the Model Y, which is the bestselling car on the planet, to not making them. So how are you going to have up sales when the car that's driving your business isn't being made? They're starting to make them now with the refresh model. This is a great incredible car."

@YunTaTsai1 @SawyerMerritt @Kia They're not running a negative ad on an OEM. They're running it on Elon. Tesla can't have it both ways. You can't say his political views have no impact on Tesla, and then complain when someone teases his views.

@SawyerMerritt @Kia Many colleagues working hard to share our supercharging infrastructure to other OEM fleets — which indirectly help their customers. We never ran negative ads on other OEMs. It’s insane that how other OEMs spent more time on negative ads on us than helping their own customers.

Bad look @Kia to have your official Instagram account in Norway posting stuff like this.

@SawyerMerritt @Kia It's pretty funny. Don't know how it's a bad look. Imo most europeans are disgusted by Elon's behaviour & would enjoy this cheekiness.

@QuiverQuant Yes, and also regulate the interchange fees charged by Visa/Mastercard. These are capped in Europe & Australia, and are much much lower than USA.

JUST IN: Republican Representative Anna Paulina Luna and Democratic Representative AOC have proposed a bill that would put a cap on credit card interest rates. Do you support this?

@janrosenow @transenv Why exclude Cyprus?

GOOD NEWS FRIDAY: Nearly half of EU city buses sold in 2024 were fully electric! EU policies + city-level action drive faster shift away from diesel. At this pace, all new city buses could be zero-emission by 2027. @transenv transportenvironment.org/articles/half-…

@janrosenow @CharlesEllinas Misses supply flexibiliy & Demand response

A great illustration of what the new energy order looks like: ➡️ large to small ➡️ centralised to decentralised ➡️ large grids to microgrids ➡️ one-directional to bi-directional ➡️ passive consumers to active prosumers Of course highly stylised but shows direction of travel.

@SaasJunctionHQ @SawyerMerritt Tesla hardware is updating much slower than the competition. Charge speed & Range are the 2 biggest concerns by EV buyers. Chinese brands are selling cars in europe, australia, china that charge 10% to 80% in 10 minutes and gave longer ranges. 350kW to 500kW charge speeds.

Tesla owners face a unique dilemma. Hardware updates happen frequently, with Tesla making up to 20 engineering changes weekly. Yet software updates keep older models relevant for years. Most cars get major redesigns every 4-6 years. Tesla's approach resembles tech products. Old models work. New features tempt upgrades.

It would be fascinating to know the average upgrade cycle for the Tesla brand vs others brands. People often look at Teslas as pieces of tech more so than any other car brand, and people like to upgrade their tech more often than their cars.

@simonkp @SawyerMerritt Tesla doesn't fix basic bugs in the software, and instead spend their time adding games. Tesla builds an apple watch app and no android watch app. And Tesla shuts out all the 3rd party apps by introducing insane fees on the API access. Killing the ecosystem.

@SawyerMerritt That's a great point! The upgrade cycle probably is shorter, especially as Tesla introduces new software features and hardware improvements. It's almost like getting a new phone every few years, but with a car.

@SawyerMerritt Tesla still doesn't fix bugs that have existed forever. E.g most websites broken in the web browser since the Select/Droodown control doesn't work. Even the amazin homepage is broken

But on the other hand Teslas have such great longevity due to constant software updates, etc, so the car that people own today is much better than the car they bought a few years ago.

@SawyerMerritt Teslas are improving slower than most other brands, so there's not much reason to upgrade. The Tesla model Y refresh was a disaster. Most competitors are 800+ volts with 350kW to 500kW fast charging with better charging curves. Why buy a Tesla that takes 3x longer to charge?

@elonmusk @SawyerMerritt Took months to fix the whole charge station that was broken in Serbia.. Required to drive east-west across europe.

@SawyerMerritt 🚀🚀

UPDATE: About 48 hours later, Tesla has completely replaced the Supercharger cabinets and wires that were set on fire in MA. Fully back online. Incredibly quick turnaround.

@SAKZ_01 @SawyerMerritt It's comparable with similar vehicles from other chinese manufacturers.. Tesla Model Y refresh was a huge missed opportunity to catch up. The current leaders are all on 800V+ architectures and charging 300 to 500kW.. with much better real world charging curves

@SawyerMerritt Wow! Those specs are impressive. A game-changer in the EV world?

NEWS: Volvo has unveiled their all-electric ES90 sedan EV. • 800v architecture • 350kW charging speed. Can add 186 miles of range in 10 minutes • Range: 700 miles (on WLTP cycle) • 102 kWh battery (88 kWh on RWD) • 0-60 mph in as little as 3.9s • Weight: 5,216-5,797 lbs (depending on trim) • Electrochromic glass roof • One of our quietest cabins ever • 14.5" center screen. 9" driver display • Cd of 0.25 • 25 speaker sound system with Dolby Atmos • Deliveries start later this year More images in thread below.

@SawyerMerritt Even the legacies have overtaken Tesla.

@SawyerMerritt Tesla is facing a class action lawsuit in Australia, and launching some version of FSD might be Tesla's way of heading off some aspects of that lawsuit

NEWS: It appears FSD (Supervised) could be launching soon in Australia. In Tesla owners' account page, the invoice document under "my account" now shows 'Full Self Driving (Supervised)' where it used to show FSD Package. Elon said a few days ago that Tesla was able to launch FSD (Supervised) in China using publicly available video on the Internet of roads and signs in China and used that to train in sim.

@dillonloomis Also BYD is releasing their driver assistance system 'god's eye' for free. Even on much cheaper models. Tesla's abandoning competing on car fundamentals, and instead hoping for FSD to be their competitive edge could be their undoing.

Hate to be that guy but it needs to be said. Tesla has not yet solved FSD and there is no guarantee it will be solved by June Don't misunderstand me, I'm not predicting it won't be ready. I'm simply reminding a specific group of people that seem to be operating under the assumption it's already a done deal If it was truly solved, we would have Unsupervised. Yes, it's incredible 99% of the time but cracking the code for the final 1% is excruciatingly difficult While we're on the subject - does FSD pull out in front of people and then take its good old time for anyone else? This is a behavior I'm really not a fan of and seems to happen regularly for me on 13.2.8 and 13.2.7 (AI4) We still don't have answers for sun glare - I watch an unhealthy amount of FSD videos and I still see this happening more than I'd like to Yes, snow is another story but initially this isn't really part of the rollout plan for TX and CA. Makes sense to solve for better conditions first Lane selection is still an issue where I'm at as you can see in this clip. Wish I would have had my camera ready for this but I was using FSD and the navigation just needed to go straight through the intersection. Instead, for no reason, it got into the left lane (left turn only) and stayed there. When I got the green arrow it just sat at the light (luckily no one was behind me so I stayed for a bit) and I eventually took over and just made the left turn You'd think basic things like this would be solved by now. Maybe it's the map data but even if it is, that's still a problem This will undoubtedly get misinterpreted and that's fine, but I've felt like some caution around Unsupervised would be healthy for certain pockets of the $TSLA community I'm still as confident as ever that Tesla will be the first to solve for generalized autonomy and I don't think it's close (especially in the US), but there's at least a non-zero percent chance it happens later than this June

Our former Secretary of Labor explains it well.

@EvEvangelist @Scobleizer @SawyerMerritt The company can easily be purchased by any of the chinese or legacy car companies is they need the technology.

@Scobleizer @SawyerMerritt Another s/w innovator presenting as a potential supplier to Auto OEMs . I can’t believe that such a critical piece of the future can be successfully subcontracted . It’s the Heart,Lungs and Brains of the vehicle .Unsustainable and Politically difficult - imo

Another autonomous vehicle company. Impressive. "But doesn't this ruin Tesla's chances to dominate Robotaxi world?" The competition for Robotaxi comes down to who can: 1. Make the car operate cheapest per mile. 2. Have the best experience. (Which includes everything from the vents to the sound system to the comfort) 3. Get to you the fastest. The competition is about to begin. Tesla has huge advantages. Especially millions of cars already on the road that can do this.

@Scobleizer @SawyerMerritt Tesla canmot compete with BYD/Geely/Li Auto on cost of cars. NVidia is clearly confident other companies will solve autonomy, thus their investment.

NEWS: Morgan Stanley analyst Adam Jonas said he was left "speechless" after he spent an hour this week being driven in a robotaxi in London. Adam rode in a development vehicle from Wayve that used 7 cameras, no radar, no LIDAR, no HD maps and no labeling. It was all end-to-end AI-enabled foundation model. He said it drove with confidence and like an experienced London cab driver. Recent video from Wayve of a 75 minute uninterrupted autonomous drive in central London: