10,500 units that "Tesla has remotely discharged (or removed energy from the battery of) affected Powerwall 2 systems that are online to prevent overheating until the replacement is installed. "

I bet all contracts are conveniently missing the word "guaranteed"

Its honestly baffling to me that people trust their lives to Tesla autopilot. The company has a record track of making products that aren't well tested.

I have been hearing so much about Tesla and fire in the same sentence... Maybe someone more knowledgeable and experienced can chime in about it.

Knowing what I know about Space X, basically its shortcuts after shortcuts. My guess is that the controller firmware is cobbled together from parts, and there is some condition that causes failure to restrict output current.

However unlike Space X where they do test launches, Tesla most likely just pushes products out to public and lets the public beta test them.

Which company will have a car you can summon next?

Summoning is a neat tech application.

Self driving is a whole another thing. I would trust Comma AI autopilot before I would trust Teslas (even though every time Hotz speaks he glazes Elon), because at least you can tell that Comma has actual smart people that think about the code they are writing.

Tesla down 7%, P/E still at 275, as opposed to 9 for companies that produce working vehicles like Mercedes Benz.

If MB is feeling particularly confident maybe they can out manœuvre the market like Wiedeking did.

Hey come on they’re making robotaxi eventually! Surely that’s worth 275!!!

So, what does the market know that we don’t?

Dude, we are the market, and we don't know why Musk deserves a trillion dollars out of Tesla. You must mean insiders.

Insiders know how to work a ponzi scheme without any provable evidence of collusion.

But they will have 1 million robotaxis on the road by year end...err...1 million optimus robots working in factories by year end 2026!

They will start loosing money this quarter. That way it fixes the high P/E aspect of things.

Now they will be a 'pure play' in Robotics & AI !

I love this scene from Silicon Valley:

https://www.youtube.com/watch?v=BzAdXyPYKQo

This show was really ahead of its time. "If you show revenue people will ask how much and it will never be enough" /s Imaginary trillions of revenues from Optimus are definitely much more appealing.

Hazard:

The lithium-ion battery cells in certain Powerwall 2 systems can cause the unit to stop functioning during normal use, which can result in overheating and, in some cases, smoke or flame and can cause death or serious injury due to fire and burn hazards.

Remedy: Replace

Recall Date: November 13, 2025

Units: About 10,500

Tesla Powerwall products (including Powerwall 3) have a massive failure rate. Seems like 10% over lifetime. Shoddy technology compared to the leading competitors, especially the inverter. They should go back to white labeling cheap Delta inverters.

In the industrial world, where the real money is to be made, a high failure rate of the individual units isn't an issue.

You simply overspec the site by perhaps 2% to allow 2% of units to fail and the whole system is still working to specification.

Then you design the replacement procedure for the battery or inverter modules to take 10 seconds per module and swapping the faulty ones out only takes a few man-hours per year even for a gigawatt scale installation.

exactly right -- although tesla is weak on power electronics for the industrial scale sites, too. there are SPOFs there in the power conversion chain.

but a DISASTER in residential.