Recent content by woodisgood

Yes - make no mistake, the company is pivoting hard. Turbulence is to be expected. FSD’s progress has been witnessed by all of us in real-time - including folks inside Tesla. Not sure there was a lot of internal belief about it happening in any near-term timeframe until recently, so many...

I’d much rather your prediction is the future. Let’s make a coffee bet. My hunch is you won’t even believe the cockamamie regulations/proposals/laws that are coming as soon as it becomes evident that 1) FSD/robotaxi is technically feasible and 2) it will be priced to obliterate everything...

The primary risk with robotaxi is regulatory. You can commit all the engineering resources you want to making it come to fruition, but the regulatory part is mostly out of Tesla’s hands. Yes, there are frameworks in some locations to deal with robotaxis. Yes, they are absent in many, many...

Anyone who’s ever tried to get rid of moles knows they’re exceptionally difficult to trap.

Larry Magid (prominent Bay Area tech writer) wakes up from the absurdity of cutting off one’s nose to spite the face: https://www.mercurynews.com/2024/03/28/larry-magid-a-new-and-improved-tesla-plus-a-confession/ Not trying to restart the discussion on whether Elon’s turning away left-leaning...

An absurd trolley problem indeed. Package deal. Obviously there are many who would love to separate those missions from one another. Personally I would view it as a concession/defeat. Though practically speaking, I don’t think it’s easily doable without some rethinking of the electronics in...

It is extremely important for any serious TSLA investor to understand that the mission takes priority over all else, and “all else” may mean the piles and piles of cash you (general) dream of. Some investors may view that as a “risk,” - that the company may make decisions that take into account...

Firstly, there tends to be a lot of crosstalk between engineers at various Elon companies. If there’s a synergy to be had, they will work together. Technologies will flow from one to the other. Secondly, TSLA is mature from a valuation perspective. While you can easily imagine 10x from here...

The Hertz thing couldn’t have played out better for the anti-Tesla/anti-EV crowd. It remains unclear who fumbled the ball on what should have been a very successful partnership.

The best salesperson is no salesperson?

Seriously. Most people in my economic bracket are holding off on buying cars. I lust for a new Tesla to replace our out-of-warranty Model 3 or to get a CT that is finally here and that I can finally configure with a Day2 reservation, but it’s an obviously financially imprudent decision made...

I do think the stock will take a hit bc msm will be endlessly broadcasting the “no growth” headlines, but agree that most big players that would prefer to be out due to Q1 have already done so. So there may be a buying opportunity, but perhaps not as large as some are thinking. I think more...

Whenever it will be it will definitely be a surprise. Elon made it clear last ER that they’re going to stop being so transparent about the secret sauce. I believe he was referring to Figure, but that’s just my opinion. Especially with the bot, since there is less of a head start compared to...

A point of curiosity - those that frequently mention FSD being licensed to other auto companies - what would you like to see as the arrangements of such a license? What do you think is reasonable for Tesla to be asking for?

12.3 easily passed the wife (as passenger) test this morning doing errands in urban traffic. She’s been extremely uncomfortable with it on city streets to this point and even doesn’t like some of autopilot’s behavior on the highways. So pretty much a “two thumbs down” critic most of the time...