Very interesting, thanks for sharing. A related question: Is Tesla using non-automotive grade chips? Tesla reports they used all manner of chips and rewrote their software to adapt to the chip supplies. That always struck me as potentially problematic.

Panasonic made their batteries and CATL does in China.  Still suppliers for some important shit!

Tesla builds them tent tough.

Desantis is working on a pardon, likely to get him high level government job.

Quality becomes a problem at the scales Tesla is hitting because they have not put an investment in service to match their growth.  That will start to burn people and thus the brand’s reputation. 

I think the c-suite leadership had a hint that bad things were coming given their stock sales.  Maybe they had a meeting about how bad all their decisions were and said, shit, dump it!

Beautiful.  Of course, it just marks us as old.  I bet the youngins think it looks just fine.

Musk never met a government hand out he didn’t like.

Here’s a very short article with a Massachusetts angle that goes with the both sider-ism apporach of journalism:

To say nothing of all the dang dogs that people leave out with their invisible fences.  

Olden days: We’re a great finance company that just happens to make cars.

Clicking through all the varieties of VW (and other cars) that China has access too, I wonder if we’ll ever get CDM imports here in the US?

I started going out to get coffee more frequently when we were really weren’t going anywhere and the kids were home all day doing online school.  It just provide a nice break in the day.  Now it’s back to an occasional weekend treat or during a road trip.

If we’re out and getting coffee or the fam wants something special on the weekend, I get myself a drip.

I have a friend that loves his Bolt. Lives in Newton, MA so most trips aren’t super long and he never has range anxiety. And he considers the full battery replacement and new warranty that comes with it a huge bonus instead of a potential PITA. Based on his recs I’ve thought about a Bolt. I also have a reservation for…

The rules around neighborhoods varies regarding street sweeping and side parking.  Each area has it’s own quirks.  But if there’s a lot of snow, prepare for blood sport over shoveled out spots.  Never, ever take a spot you didn’t shovel out.

Charging can be a pain in the ass in the city though. If all he'll have is Street parking, good luck with that. 

If he lives in the city, lose the car, get a T pass, and rent a car or bum a ride when you need one. Zip car can be your best friend. I had several friends who Street parked in Boston sell their cars after their first winter. It's not worth it. 

Thanks for the really detailed reply. I've noticed lots of flats of beer in my local packy going back to the distributor, but this info really paints a picture of market dynamics. 

Any brand will have a hard time holding share, the options are honestly overwhelming in both beer and seltzer when I go to my local packy. But I'd believe the seltzers still have momentum as an overall product category.