rob farago

As a 2012 LEAF driver, I'm really looking forward to the delivery of our new Tesla Model 3 here in Australia soon, hopefully in August. @Tesla and @elonmusk do you see a future in V2G (powering our home with the Tesla EV battery) like Nissan is planning with their new LEAF?

@evcricket and NRA?

I was about to be sad about Chuck Norris's passing, then saw the photos with Netanyahu and the sadness passed very quickly

#Tesla Q4 revenue dramatically down in USA (as expected after $7500 tax credit expiry) but all-time record revenue in China. "Other" (rest of the world) also down/flat. Have we hit peak Tesla revenue? #TSLA

$TSLA #TSLA #Tesla

While OTA dramatically reduces the service costs for EV makers, having your EV connected to a network, like many modern devices, does open up cybersecurity risks. Below is an analysis of the 3/Y VINs subject to recall with year of production, drivetrain (RWD, AWD, Performance)

60,670 Tesla Model 3/Y (out of the 150,000 Teslas sold in Australia) have been subject to an Australian government vehicle safety recall. vehiclerecalls.gov.au/recalls/browse… Almost 16000 of these vehicles have been subject to a recall more than once (there is a total of 76,567 3/Y VINs) 1/4

i fully agree with @senbmckenzie:

150,000 #Tesla #EVs on Australian roads. This is a massive number and Teslas can be seen everywhere. In 2024 Tesla Australian EV marketshare was 42% and 2025 YTD it's 30% thedriven.io/2025/11/13/tes…

To paraphrase Voltaire, those who believe in absurdities can commit atrocities without ever thinking they’re doing anything wrong. What would happen if there were an omnipotent AI that was trained to believe absurdities? Grok is the only AI that is laser-focused on truth.

@evcricket if you want a serious downer you can watch “house of dynamite” on Netflix. Based on this book I just finished from the library. en.wikipedia.org/wiki/Nuclear_W…

The Dream Of Blue Turtles has some gorgeous songs on it but also Russians which still freaks me out 40 years later so I don't listen to it.

updated for end of October with actual EV sales (down) and more explicit assumptions (e.g. fully cycle home battery) and realistic assumptions for EV battery cycling for V2G, EV km driven etc.

of course leaving enough for expected driving the next morning, we could start to soak up some of the solar surplus from the past solar PV installs, and lower electricity prices for everyone. 5/5

The final missing piece to this puzzle of “too much” solar energy is bi-directional charging (aka #V2H & #V2G). The wholesale electricity price in the middle of Australian sunny days has dropped to zero and even negative! 1/3

Record #Tesla revenue in Q3 in USA (as $7500 tax credit expired) and almost record revenue in "Other" (rest of the world) outside China which didn't do too badly either. Q4 revenue likely to be way down in the USA. Very unlikely that China & Other can take up the slack. #TSLA

Since then profits are now much greater than regulatory credits. It must be nice when your ICE vehicle competitors end up paying a decent chunk of your profits, equivalent to around 24% of your capex costs. EU emissions pools article here reuters.com/sustainability…

Tesla EV myth #42 - regulatory credits are the only reason #Tesla is profitable. From 2014-2019 they were indeed greater than profits because there weren't any and they definitely helped keep the lights on. 1/2

#Tesla is profitable (EBIT) at that scale, although their EV volumes and margins are declining, but it's been very hard for #Ford to scale up their EV sales over the last 4 years to turn a profit. Looking forward to new Ford EVs hitting our shores. 3/3

In 2025 Tesla has sold 8.6x as many EVs as Ford Motor Company and received 11x the revenue (not counting regulatory credits, which is another story). 2/3

#EV profit is hard. Ford has lost over $25K on every EV it's sold in 2025! Ford is losing less money than in 2024 though, and sales volumes are trending up. 1/3