Elon mentioned in the presentation that the cost per launch to LEO would, over time, decline to approach the cost of fuel.  At less than US $1M to fuel this, for 100t to LEO, you are looking at US $10k per ton -- US $10 per kg.  It might be cheaper to build some of these on orbit at those prices.

Musk mentioned in the presentation that much of the exterior is made of ‘301 Stainless Steel’.  Seems like an off-the-shelf component, not exotic at all.

VW has earned some doubt on the BEV front — they have had press releases, and concepts, and lots of strange-looking never-meant-for-production prototypes, and hype about ‘leading electrification’ for the better part of a decade. Just last year there was big talk about a ‘Diesel Renaissance’, and almost 30% of their…

Or: The fact that Tesla lowered their prices after a quarter of record production and deliveries is evidence that they have reached a point where they can manufacture vehicles with a sufficient margin to remain viable. The US $2000 price cut is passing savings to the customer from this just-now-achieved scale, in…

Sorry, but I am unconvinced that GM has any serious commitment to the Bolt, or BEVs in general. There is a planned ‘production ramp’ for the Bolt coming up — which will increase the annual output of Bolt to almost a full years worth of production from one shift on one line at the Orion facility. GM might finally deign…

Yeah, Elon was pretty ruthless there. Apparently, if he doesn’t need you then — well, he doesn’t need you and he isn’t going to pay you to hang around. I think some of this might factor into the recent departure of Doug Fields; no hard feelings intended, but Musk discovered that TM3 production could get to 5k/week…

Nah, the whole term ‘Tesla Killer’ is nonsense. Tesla has physical assets yet to borrow against, valuable intellectual property, a strong brand, and the whole grid-battery and solar business still ramping up. Even if they sell zero cars, Tesla is not going anywhere. A better term is ‘Tesla Fighter’, in the sense that…

I really prefer, the Walken comma.

Tesla has an Employee Stock Purchase benefit; employees can opt-in to buy the stock at 15% less of it’s actual market value.

“When the major automakers truly get serious about electric cars instead treating it as a hobby, ...” Sadly, no sign that this is happening yet. Tesla has more of a grace period than you seem to think.

The cruise control (and AutoPilot) is on a stalk.