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A combination of high interest rates, lower residuals, higher prices (probably in that order). EDIT: Just for fun, I repriced my 2023 Taycan, and the price increase is over $20K, even though I couldn't even add the 19.2kW charger.

True, but how many of those 49mln vehicles are Porsches or similar? How many of those are looking to replace them within the next 3 months? That would give you an approximate addressable market size. We can ignore the number of 16 year olds who just got their driver's license and can afford a...

Is it backed by anything other, or is this a "forward looking marketing aspirational goal", meaning if your batteries do degrade, all you get is "too bad, but we're working on new batteries which should be better".

Which car comes with 0% degradation warranty, where the battery will be replaced with a new one if any degradation of the max capacity, however small, is shown?

You claimed 32,000 TEU, so not quite "spot on". I was asking because I never heard of a 32,000 TEU ship that you mentioned. The number of ships required is an irrelevant detail. We could calculate how many ships of Rhodium it would take to pay off Germany's national debt. At $4,575 per oz. and...

You have owned Teslas.

Ok, subsidized battery prices for Chinese market. As soon as I want it in the US, much higher price. Can you give an example of a ship which can take on 32000 TEU's? Who operates those? 500GW power at what energy storage (GWh)? How does that compare to annual capacity produced by CATL?

Do you have any credible source for these numbers? Any details as to what packs those are? I see a potential arbitrage opportunity if I could really get completed automotive packs at those prices.

Do you ever wish you had gotten the Gravity instead of the Macan EV? Pure curiosity. I almost got the Saphire instead of my Taycan Turbo CT. Not regretting it, as Taycan was my first choice (I just couldn't get an allocation, and wouldn't have gotten one had I not cold called almost every...

Which EV's have you owned? Have you ever driven the Saphire?

At the moment they are closing factories and/or scaling back production. :(

For software fixes -> in my garage, while I'm sleeping (OTA) For hardware fixes at a Lucid service for the hard ones (like the brake line recall) for a lot of fixes perhaps they will follow Tesla ranger model, which I loved by the way - you make an appointment, they give me a 2-3 hr time...

If you think Porsche, or even the EV market is somehow unique, check out this video which talks about massively falling sales of all kinds of cars and trucks, as well as their massive depreciations. ICE or EV, Porsche, Ford, Chevy, GM, Nissan or Toyota, all are tanking.

Ok, so Petrol cars and BEV's registrations dropped about the same in EU (petrol dropped 0.1% more. So much for alarmist talking about BEV demand drop being so much more than ICE cars. HEV probably picked up Diesel and PHEV customers. Porsche selling more in EU might have something to dealers...

The warning sticker was already integrated the PMC+ which came with my 2023 Taycan and one which came with my 2024 Q8 eTron (a PMC+ with an Audi front plate sticker instead of Porsche). Both have now had the recall replacing the NEMA 14-50 cable with the thermal sensor (presumably, I actually...

How did the ICE car registrations do for the same time period?

When I attended a Taycan Clinic organized by PCNA in 2022, it was half filled with ~35-45 year olds, mostly Tesla owners.

The problem is not limited to cars. The problem is people with good hearts are voting for legislating more and more and more luxuries as essentials everyone must have, or, essentially are legislating a higher standard of living (all products get better and safer, people are entitled to more and...

Or, it's easier to spin up a juicy conspiracy theory than understand the details. This reminds me of a time couple of decades ago when I personally made a decision to improve our product at Microsoft where I worked at the time - it was based purely on technical reasons, yet a few months later I...

People make shit up all the time. As long as there is a large population of people who lack critical thinking skills and have an attention span of a fruitfly, various completely fictional but sensational theories will be getting views. The problem of course is that views translate into revenue...