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Tesla shareholders have voted for the questions they want to ask Elon Musk and Tesla’s management at the upcoming earning results this week. The questions have something in common: they are primarily about failed promises.

It should be interesting to see Elon Musk skate around all those questions.

Tesla is going to release its Q4 2024 and full-year 2024 financial results on Wednesday after market close.

After the release of the results, Tesla will hold a conference call where it will take questions from Wall Street analysts and Tesla shareholders.

The shareholders can vote on the questions to be asked on the Say Technologies platform.

Here, I’ve included a list of the most upvoted questions, and I’ve found a common thread: most of them involve failed promises.

Unsurprisingly, the first question is about “unsupervised full self-driving” (FSD). It’s on top of most Tesla shareholders’ minds as CEO Elon Musk himself claims that Tesla is worthless if it can’t deliver on self-driving – something Musk said would happen by the end of every year for the past 5 years.

Musk’s latest timeline for unsupervised FSD was communicated during Tesla’s last earnings when he claimed Tesla would launch “unsupervised FSD in California and Texas around Q2 2025”.

With the timeline approaching fast, shareholders are asking whether or not it’s still happening:

Is unsupervised FSD still planned to be released in Texas and California this year? What hurdles still exist to make this happen?

As we recently reported, the latest data about FSD shows that Tesla is at fewer than 500 miles between critical disengagement, while the head of the FSD program recently said that unsupervised should achieve a disengagement equivalent to the human collision rate: 1 every 670,000 miles.

It’s also possible that Tesla will release a smaller geo-fenced fleet of self-driving vehicles instead of its broader promised unsupervised self-driving for its customer fleet. In that case, it would require lesser performance, but it would still need a roughly 50x increase over the current performance.

The second most upvoted question is about Optimus:

When will Tesla start selling Optimus and price?

Last year, Musk said that Tesla should use its Optimus humanoid robot more inside the company in 2025 and sell it to third parties in 2026.

The next question is about Musk giving equity access in his private companies to Tesla shareholders:

Elon has said publicly that long term shareholders of Tesla will have the ability to invest in his other companies. Could you provide some clarity/color as to what that looks like? Brokerage firms use FIFO so anyone who trades won’t have the true length of time as investor.

That’s something that he has been talking about for years with SpaceX, but he never made it happen.

Tesla shareholders are also upvoting a question about making FSD transfer permanent:

Can you please tie purchased FSD to our owner accounts vs. locked to the car? This will help us enjoy it in any Tesla we drive/buy and reward us for hanging in so long, some of us since 2017.

This has been asked several times on Tesla earnings call and Musk has always said no. He prefers using a “transfer window” as demand triggers rather than doing the right thing and letting people transfer the software package that they paid for, but Tesla never fully delivers.

I wrote a whole article about this last weekend, explaining how Tesla is doing the wrong thing here.

The next question is about cheaper Tesla vehicles:

Is there a new affordable Tesla model coming soon?

This is something Tesla has been promising for years, but Musk has steered Tesla away from it. He canceled Tesla’s planned “$25,000 model” – saying that it was useless amid self-driving.

Over the last few years, he had Tesla focused on the Cybertruck and Robotaxi instead.

More recently, Tesla had to course correct amid declining sales and they announced two new cheaper models based on Model 3 and Model Y that are supposed to come in the first half of 2025. That appears to be what the shareholders want an update on with this question.

Next, they want to know the status of the Tesla Semi:

What is the status on mass production of the Tesla Semi? How do you project it will affect revenue at scale?

Tesla Semi is one of Tesla’s most delayed vehicle programs. It was first unveiled in 2017 and it was supposed to go into production in 2020. It then entered into a low-volume pilot production in late 2022, and it is only now expected to go into volume production next year.

The start of production at the new factory for the electric truck is expected by the end of 2025.

The next question is about HW3 computers:

Is it expected that Tesla will need to upgrade HW3 vehicles and if so, what is the timeline and expected impact to Tesla’s CapEx?

For almost a year, we have been reporting that HW3 computers have reached their limits. At the last earnings call, Musk finally admitted it might be true.

Since then, HW3 vehicles have fallen further behind HW4 vehicles, but there’s no plan for a retrofit in sight.

The last question asked whether Tesla is giving up on the solar roof:

Has Tesla given up on ramping their solar roof product?

That’s a fair question. Musk once said that Tesla would produce 1,000 new solar roofs per week by the end of 2019, but by 2022, our data pointed to about 23 solar roofs per week.

Tesla has since stopped even reporting its solar deployment.

Electrek’s Take

I predict that Tesla will double down on Optimus with this earnings call and/or announce or unveil their cheaper vehicles.

Optimus gets a lot of flak, but I think Tesla can solve humanoid robots before it can solve self-driving. There’s value in humanoid robots, not nearly as much as Elon claims, as it is often the case, but I think they will start leaning more on that to wow investors than self-driving.

The only other things that meaningfully drive earnings are cheaper vehicles. Tesla previously said that those would launch in the first half of 2025 so they are basically due to be unveiled. I would expect something to be announced on that front.

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This 350 hp, 425 mile Stellantis EV really SHOULD be the new Chrysler 300

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This 350 hp, 425 mile Stellantis EV really SHOULD be the new Chrysler 300

After canceling the upcoming Airflow electric crossover and killing its popular 300 sedan, Chrysler only has one nameplate left in its lineup – but it doesn’t have to be this way. Stellantis already builds a full-size electric sedan that could prove to be a badge-engineered winner.

And, yes – it really should have been the new Chrysler 300. Meet the DS No. 8.

Stellantis’ US brands have had a tough go of the last few years, with Jeep trying and failing to bait luxury buyers willing to part with six-figure sums for a new Grand Wagoneer or generate excitement for the new electric Wagoneer S. The Dodge brand is doing to better with the Charger, a confusing electric muscle car that has, so far, failed to appeal to enthusiasts of any kind. Meanwhile, the lone Chrysler left standing, the Pacifica minivan, made its debut back in 2016. Nearly ten long model years ago.

All the while, Stellantis’ European brands have been forging ahead with desireable EVs – most recently launching the new DS No. 8 high-riding sedan, shown here, back in December … and I’m here to tell you that it really SHOULD have been the new Chrysler 300.

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This, but with rich Corinthian leather


With a different grille, a Chrysler badge on the steering wheel, and a few different plastichrome numbers on the back, the DS Automobiles No. 8 could easily be a new-age Chrysler 300. Heck, even the interior’s avant-garde styling and architecturally-inspired stitching could tie-in to the Art Deco-style Chrysler Building in New York, further strengthening the big No. 8’s Chrysler-brand credibility.

Spec-wise, the DS meets the bill, as well. With a 92.7 kWh battery and the standard 230 hp electric motors on board, the electric crossover is good for 750 km (466 miles) of range on the WLTP cycle. With the same battery and a 350 hp dual-motor setup that sacrifices about 40 miles of range for a more sure-footed AWD layout and a 5.4 second 0-60 time that compares nicely to the outgoing Chrysler 300 V8.

The DS offers reasonably rapid 150 kW charging, too, enabling a 10-80% charge (over 300 miles of additional driving range) in less than thirty minutes.

Why it would work


DS Automobiles No. 8; via Stellantis.

Think of all the reasons the Wagoneer S and Charger Daytona EVs have failed to reach an audience. From the confusing Wagoneer “sub-branding” to the fact that no one was really asking for either an eco-conscious muscle car or a loud EV. On the flip side of that, the 300 is something different.

Since its first iteration seventy years ago, the Chrysler 300 (called the “C-300” back in 1955) has been a forward-looking vehicle. Even the most recent versions, developed off the Mercedes-Benz W210 platform Chrysler inherited while it was part of the “merger of equals” with Mercedes-Benz, looked forward from the malaise-era K-car brand to a bright, Mercedes-infused future.

With the DS No. 8, Chrysler could do it again. It could revive its classic American nameplate on a European-designed platform that wasn’t designed to be a Chrysler, doesn’t look like a Chrysler, and shouldn’t work as a Chrysler, but somehow does. The fact that it could also be the brand’s first successful electric offering in the US would just be a bonus.

Original content from Electrek.


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Autonomous electric haul truck fleet set to revolutionize mineral mining in China

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Autonomous electric haul truck fleet set to revolutionize mineral mining in China

Powered by tech giant Huawei 5G-Advanced network, a fleet of over 100 Huaneng Ruichi all-electric autonomous haul trucks and heavy equipment assets have been deployed at the Yimin open-pit mine in Inner Mongolia.

With more than 100 units on site, China’s state-backed Huaneng Group officially deployed the world’s largest fleet of unmanned electric mining trucks at the Yimin coal plant in Inner Mongolia this past week. The autonomous trucks use the same Huawei Commercial Vehicle Autonomous Driving Cloud Service (CVADCS) powered by the ame 5G-Advanced (5G-A) network that powers its self-driving car efforts. Huawei says it’s the key to enabling the Yimin mine’s large-scale vehicle-cloud-network synergy.

Huawei is calling the achievement a “world’s first,” saying the new system has improved operator safety at Yimin while setting new benchmarks for AI and autonomous mining.

The autonomous mine project aligns with a broader push by Chinese government and industry to integrate AI and advanced connectivity into traditional industries – an approach we’ve already seen meet with great success in port environments by Hesai and Westwell.

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And, if technology like Rocsys’ charging robots take off, these autonomous haul trucks won’t even need anyone to plug them in at the end of their shifts!

For their part, Huaneng Ruichi claims its cabin-less electric offer an industry-leading 90 metric ton rating (that’s about 100 imperial tons) and the ability operate continually in extreme cold temperatures as low as -40° (it’s the same, C or F), while delivering 20% more operational efficiency than a human-driven truck.

The Huawei-issued press release is a bit light on truck specs, but similar 90 tonne electric units claim 350 or 422 kWh LFP battery packs and up to 565 hp from their electric drive motors and some 2,300 Nm (1,700 lb-ft) of tq from 0 rpm.

Huawei executives said the Ruichi trucks reflect the company’s vision for smarter mining operations, with the potential to introduce similar technologies in markets like Africa and Latin America. The 100 asset electric fleet marks the first phase of a plan to deploy 300 autonomous trucks at the Yimin mine by 2028.

Electrek’s Take


Chinese autonomous electric mining trucks get to work in Mongolia
Electric haul trucks; via Huawei.

From drilling and rigging to heavy haul solutions, companies like Huaneng Group are proving that electric equipment is more than up to the task of moving dirt and pulling stuff out of the ground. At the same time, rising demand for nickel, lithium, and phosphates combined with the natural benefits of electrification are driving the adoption of electric mining machines while a persistent operator shortage is boosting demand for autonomous tech in those machines.

The combined factors listed above are rapidly accelerating the rate at which machines that are already in service are becoming obsolete – and, while some companies are exploring the cost/benefit of converting existing vehicles to electric, the general consensus seems to be that more companies will be be buying more new equipment more often in the years ahead – and more of that equipment will be more and more likely to be autonomous as time goes on.

SOURCES | IMAGES: Huawei, South China Morning Post, and Supply Chain Digital.


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Tesla starts accepting Cybertruck trade-ins, confirms insane depreciation

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Tesla starts accepting Cybertruck trade-ins, confirms insane depreciation

Tesla has started accepting Cybertruck trade-ins, something that wasn’t the case more than a year after deliveries of the electric pickup truck started.

We are starting to see why Tesla didn’t accept its own vehicle as a trade-in: the depreciation is insane.

The Cybertruck has been a commercial flop.

When Tesla started production and deliveries in late 2023, the vehicle was significantly more expensive and had less performance than initially announced.

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At one point, Tesla boasted having over 1 million reservations for the electric pickup truck, but only about 40,000 people ended up converting their reservations into orders.

Now, Cybertruck inventory is sitting unsold for months and Tesla is having to offer heavy discounts to move them.

We previously reported that Tesla refused to accept the Cybertruck, its own vehicle, as a trade-in more than a year after starting deliveries.

Tesla didn’t share an explanation at the time, but we assumed that the automaker knew the Cybertruck was depreciating at an incredible rate and didn’t want to be stuck with more trucks than it was already dealing with.

Now, Tesla has started taking Cybertruck trade-ins, at least for the Foundation Series, and it is now providing estimates to Cybertruck owners (via Cybertruck Owners Club):

Tesla sold a brand-new 2024 Cybertruck AWD Foundation Series for $100,000. Now, with only 6,000 miles on the odometer, Tesla is offering $65,400 for it – 34.6% depreciation in just a year.

Pickup trucks generally lose about 20% of their value after a year and 34% after about 3-4 years.

It’s also wroth nothing that Tesla’s online “trade-in estimates” are often higher than the final offer as noted in the footnote o fhte screenshot above.

Electrek’s Take

This is already extremely high depreciation, but Tesla is actually trying to save face with estimates like this one.

As Tesla wouldn’t even accept Cybertruck trade-ins, used car dealers also slowed down their purchases as they also didn’t want to be caught with the trucks sitting on their lots for too long.

On Car Guru, the Cybertruck’s depreciation is actually closer to 45% after a year and that’s more representative of the offers owners should expect from dealers.

That’s entirely Tesla’s fault. The company created no scarcity with the Foundation Series. They built as many as people wanted. In fact, they built too many and ended having to “buff out” the Foundation Series badges on some units to sell them as regular Cybertrucks and as of last month, Tesla still had some Cybertruck Foundations Series in inventory – meaning they have been sitting around for up to 6 months.

Now, Tesla is stuck with thousands of Cybertrucks, early owners are already getting rid of their vehicles at an impressive rate, and the automaker had to slow production to a crawl.

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