Andy Dowling

1.1K posts

Andy Dowling

Andy Dowling

@ie_andy

Dad, husband, Founder https://t.co/msz6deyS01, long-term investor in battery minerals. Any commentary on companies or stocks is not financial advice, DYOR. 🇮🇪🇦🇺

Perth, Western Australia Katılım Ocak 2013
515 Takip Edilen376 Takipçiler
Andy Dowling
Andy Dowling@ie_andy·
@Tesla …on an opt-in, paid-for basis of course
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mr fundman
mr fundman@mrfundman·
Unpopular opinion: Tesla should stop playing games with FSD transfers. Let everyone who paid full price and was an early supporter of the software ability to transfer it to new Teslas FOREVER.
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Andy Dowling
Andy Dowling@ie_andy·
@RobGrieves Enjoy! It’s quite flaky for me (hence beta tag), but way better (and more fun) than standard voice commands!
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Matt Farrar
Matt Farrar@MattFarrar12·
Getting @Tesla Downunder update 2026.2.6.5 with Grok lfg, still not v14 but hey something is better then nothing, @teslascope HW4 M3P Nsw Aus
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Tesla Australia & New Zealand
.@Grok is coming to Teslas in Australia and New Zealand It can answer almost any question using real-time information & also add/edit navigation destinations to become your personal guide Phased roll out has now begun to eligible vehicles
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techAU
techAU@techAU·
Thanks to the wonders of international time zones, product announcements press call in about 20 minutes. Can't share yet.
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Andy Dowling
Andy Dowling@ie_andy·
@Ahead_of_Curve Hopefully they’re busy merging Grok with V14 for AU&NZ, surely they can’t be too far away on this now🤞
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Pete Petrovsky 🔋⚡️🚘🇦🇺 Tesla Ahead of the Curve
Grok rolling g out to Teslas in EU. Let’s hope Australia & NZ is not far behind. Can’t wait!
Sawyer Merritt@SawyerMerritt

NEWS: Grok with Navigation Commands is now starting to roll out to @Tesla owners across Europe. "Grok can add and edit navigation destinations. You can ask Grok to navigate to the best Thai restaurant near you, find a Supercharger within walking distance of a coffee shop, or even plan a romantic sightseeing tour."

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Whole Mars Catalog
Whole Mars Catalog@wholemars·
Tesla Self-Driving 14.2.2.5 is rolling out now!
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Andy Dowling
Andy Dowling@ie_andy·
@techAU Nothing like having a hungry robot while trying to toilet train a puppy… 😫🤢
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techAU
techAU@techAU·
I guess robots get hungry sometimes.
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Andy Dowling
Andy Dowling@ie_andy·
@gbhall @Junni Wow - so that’s what Ultra Red is supposed to look like - I really need to wash mine, after I’m done hanging my head in shame 🫢
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Junior Hemelaer
Junior Hemelaer@Junni·
One of the best parts about going to work? Walking back to this in the parking lot 😏
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Andy Dowling
Andy Dowling@ie_andy·
@ryanjaycowan @jdreimanis After 3+ orbits around the sun with 3X PW2s, I’ve found we’re still tapping into the grid both in summer and winter mostly due to heating and AC (granted these are big, old units), but spring & autumn provide plenty of energy surplus in Perth.
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Ryan's Model Y
Ryan's Model Y@ryanjaycowan·
Interesting take. Talking with someone that works in the industry, we both agreed that in fact three phase will become less common as solar and battery storage ramps. We also have similar specs to what you just listed at our place. We hardly touch the grid during the summer. Now with 2 PW3s winter will be more independent than it was for us last winter.
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Ryan's Model Y
Ryan's Model Y@ryanjaycowan·
3-Phase Powerwall coming to Germany, nice ! However as someone that has just built a new all electric home with solar + battery + EV .. I've never once felt the need for 3-phase power. It's not necessary. I genuinely hope the focus shifts from "how much power can we get from the grid" to "how much solar and batteries can we put on our house". THAT is what matters, especially for the future.
Tesla Energy@teslaenergy

Powerwall 3P is coming soon to Germany Sign up to receive updates about our new three-phase energy storage system

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Andy Dowling
Andy Dowling@ie_andy·
Yup, three phase needed in WA if you have lots of big circuits that draw a lot. Despite 16.2KW solar with 3X PW2s, we’re still limited by PW gateway to backup a single phase totalling 32A. So in the event of an outage, the lights, sockets, fridge and comms will stay on, but no AC or cooking, so gas burner / BBQ it is! Would be cool if Tesla could provide a 3P gateway for existing setups with multiple PWs, but that’s probably wishful thinking on my part 😊
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Jason Dreimanis
Jason Dreimanis@jdreimanis·
Maybe if you don’t have a 14kW A/C, 12kW of solar, 2 x Tesla Wall Connectors, a two phase induction stove, three Powerwalls, plans for a pool, and an already all electric home - maybe then you don’t need three phase. But I can tell you, with this much gear and the wiring rule constraints, three phase is almost a necessity. If you’re wiring a new house, three phase should just be the norm, as it offers so much future flexibility and safety.
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Gareth Blake Hall
Gareth Blake Hall@gbhall·
Auto-park got a little too ballsy today 👀
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Dwayne Sparkes
Dwayne Sparkes@sparkes_dwayne·
A couple of days have passed now and I’ve slowly recovered from reading the GS supply table. Some more ramblings on the current lithium market whilst I sip my morning coffee (managed to get this one down). Following on from my previous post regarding lepidolite production within China. The Chinese have shown that they are willing to mine spodumene at a near loss. It seems they aren’t too bothered about losses at the mining stage if it means greater control over the market. Alita with the whole Bald Hill mine debacle, were allegedly selling Spod concentrate from Bald Hill well below the current market price (70% under) to their Chinese offtake partner… See screenshotted article below. So why is China suppressing the price with low grade internal sources? I believe Its to bide time to build stakes in overseas, high quality lithium plays, predominantly Africa given the Australians and Canadians aren’t willing to play ball. Chris and Gina are well aware of this, and its most likely they are aware that the lepidolite reserves are a short term band-aid solution. As per my last post, you need roughly 84 tonnes of lepidolite ore to make 1 tonne of LCE. The contained lithium content of these low grade lepidolite mines is miniscule. The numbers below speak for themselves. ‘414 Mine’ has 130Mt @ 0.38% li2O. Contained lithium = 0.0038 x 130Mt = 0.494 Mt li2O. That’s roughly 1.22Mt of LCE. Compare that to Kathleen Valley. 156 Mt @ 1.4%. Contained lithium = 0.014 * 156Mt = 2.184 Mt li20. That’s roughly 5.4Mt of LCE So the ‘414 Mine’ is around 20% of Kathleen Valley in terms of contained lithium…😅 Also its not just about size, its how quickly can you get it out of the ground. $LTR for example is going to be a 4mtpa operation for 700,000kta SC6. You’ll need a 14.7mtpa operation to get the equivalent output from lepidolite grading 0.38% (414 Mine grade). And that's just the initial beneficiation stage...🤯 What we are seeing now is very similar to what happened with Iron ore. The Chinese attempted to use low quality, internal iron ore in order to manipulate the price. This turned out to be unsustainable and the price of Iron ore increased overtime. I believe we are seeing this again with in the form of Lepidolite. Its almost déjà vu in fact, the iron ore price plummeted 70-75% to a low of $37 a tonne in Dec 2015. Goldman Sachs' predicted the iron ore price to touch $35 a tonne in 2017 & 2018. The opposite happened and the price went ballistic. See chart below. Happy Friday everyone and cheers for reading.
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