Thoughts from a Quirky Llama

I've written down my predictions for the upcoming Tesla autonomy event.  Writing these things down helps codify your thinking.  Making it public helps keep you honest. Right or wrong, I'll learn something important come April 22rd. The TL;DR summary: No features will be tied to HW 3.0. They announce the HW3.0 switch over- probably starting in Q3. [Updated 4/7, H/T @ElmerFUDD] - it appears they may already be making some cars with HW3. Perhaps the 4/22 date gives them 3 weeks to clear out older cars before announcing the new HW? The game will be to announce L2 features and pretend like L4/L5 equivalents are coming soon. We will not see the legal disclosures. Elon will largely promise the world, but when things launch all liability will be on drivers. Tesla Network is back, but in the vaguest possible way. They will demo something every AV could do 4 years ago, except it's not reliable enough to actually do L4/L5. The State of Play Before we dive into the pred...

[Updated 2/6/2019 with fresh legal data. See below] If you're a Tesla bear and haven't read Bad Blood , well stop reading this and go get yourself a copy. It's a great read, but I suspect in a year or two when "Disorder of Magnitude- The Elon Musk Story" (h/t @ElonBachman ) comes out it'll make Theranos seem like Sesame Street. In the wake of the SEC & 35K announcement many bears think the end is nigh. I'm skeptical of that, but it's a good time to clarify my thoughts and put down my guesses as to what's really going on at Tesla. Hopefully in a year or two, we can look back and see how accurate or wildly inaccurate my inferences were.  I should add that my track record here on what's going with Tesla is not great, but you only hit the pitches you swing at. In this, the first of two posts, I'll explain the "VIN Gap", what it means, and why I think Tesla has acted as it has. The VIN Gap Source:  @TeslaCharts A gro...