Below is an analysis of the Model 3/Y VINs subject to recall which show year of production, drivetrain (RWD, AWD, Performance) etc.

7/7

www.electrive.com/2025/09/19/v...

While OTA dramatically reduces the service costs for car makers, having your car connected to a network, like many modern devices, does open up cybersecurity risks.

6/7

Notably Ford, VW & other legacy car companies have recognised this as a problem and started to move software development inhouse. However becoming a world leader in software development is challenging. VW now, after spending billions of Euros, wants to give up on the idea & partner with Rivian
5/7

According to Ford CEO Jim Farley their cars have up to 150 microprocessors, often developed by different companies, with different software systems that don’t talk to each other. x.com/alvinfoo/sta... Tesla are more vertically integrated and develop most of their vehicle software inhouse.

4/7

downloaded while the car was on the home wifi or via the mobile network.

Tesla didn’t invent OTA updates but they have certainly pushed forward the technology. It can be used not only to fix problems but also to update maps and improve the car by offering new features.

3/7

This high number of recalls seems like a very large number but amazingly 92% of all the problems identified were fixed with an OTA “over the air” software update. This means there was no need to visit a service center and that new software fixing the problem was simply

2/7

updated for end of October with actual EV sales (down) and more explicit assumptions (e.g. fully cycle home battery) and realistic assumptions for EV battery cycling for V2G, EV km driven etc.

Since then profits are now much greater than regulatory credits. It must be nice when your ICE vehicle competitors end up paying a decent chunk of your profits, equivalent to around 24% of your capex costs.

EU emissions pools article here www.reuters.com/sustainabili...

#Tesla is profitable (EBIT) at that scale, although their EV volumes and margins are declining, but it's been very hard for #Ford to scale up their EV sales over the last 4 years to turn a profit. Looking forward to new Ford EVs hitting our shores.

3/3

In 2025 Tesla has sold 8.6x as many EVs as Ford Motor Company and received 11x the revenue (not counting regulatory credits, which is another story).

2/3

and singlet fission might make it to scale more quickly by simply improving on the silicon. www.acap.org.au/post/unsw-si...

subtropical australia is so much more solar friendly. although there is seasonality it still gives enough generation all year around

If we could harness all the new EVs fully, to charge up in the day using this "free" energy & then discharge at night, of course leaving enough for expected driving the next morning, we could start to soak up some of the solar surplus from the past solar installs, & lower electricity prices for all

The rapid installation of home batteries under the program, along with our EVs, are now almost keeping up with the new small scale solar PV installs, absorbing around 84.6% of the new solar electricity.

4/5

Of course some of the new solar electricity was going to other electrification uses like electric hotwater/heatpumps, pool pumps, induction cooking, and heating and cooling.

3/5

Before the "cheaper home batteries program" came along, our home batteries and EVs (for driving) were only using around 13.6% of the new solar generation being installed each month.

2/5