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So, what could this mean for the future structure of Tesla? One possible outcome would be the split of Tesla into two companies. All of the units discussed above (energy, Supercharger, insurance etc.) combined with the auto business separated from the FSD/AI/Robotics business. A couple things...

I posted this on a Berkshire Hathaway board: Musk recently said on X that WEB should invest in Tesla. Comments like this from Musk should be taken seriously. Remember the "Should I buy Twitter" statement. I put this in the same category, kind of an invitation. In the past whenever anyone has...

I've been driving a CT for a few days now. I can honestly say that it's a spectacular vehicle. Tesla hasn't lost its touch for making superior products.

The guy Elon is publicly meeting with (Li Qiang) is the recently appointed head of the govt. The #2 guy in China.

Maybe in a year or two. People seem to think it's zero cost for Tesla to provide ADAS and FSD. We've already spent like 10B on this and are spending Billions more each year. It will be expensive to maintain the systems and improve performance. I'm not a fan of collecting a check once and having...

Just to play devil's advocate here: Billionaires don't like their CEOs involving themselves in distractions that cost them hundreds of millions of dollars. Tit for Tat, you cost me, I cost you ... now how does it feel?

How about ALL cars get FSD. ALL new cars going forward pay $50/mo mandatory subscription for updating and maintenance. We make it up by bundling the cost of FSD in with the original purchase price. We're giving people the option of not taking FSD ... which is a mistake. Do car companies give...

No problem with 50 "I have a friend" who hates Elon posts but you find this picture objectionable? You don't think there are some potential Tesla customers in this picture?

Advertising:

My take is that he's cleaning house on the 4680 to get new blood in there and get it fixed. We need the 4680 to scale fast. Remember the guy that left not too long ago that said we were doing the DBE wrong? Maybe he was right.

I'm pretty sure they won't announce the Not-the-Model-2 on 8/8. RT beats NTM2 in every way: - pent up demand for 100 million RT units - RT replaces 5X the number of ice cars - RT 10X more profitable for Tesla - important to be first to market with RT for competitive reasons - suck the oxygen...

Did you get FSD? Why not if no. How much did you save by no FSD. Seems like used M3 with FSD are a good bargain now. 25K? Maybe even MS with dead battery is worth 12K for the FSD transfer.

The crowd yells, "Elon we're scared. Take the safer route!" You gotta burn the ships. Only way forward is FSD/Robotaxi. (Of course Elon can reverse course later on if necessary, but that's not the message you want out there.)

Exactly wrong. Spout your commie nonsense somewhere else.

"Problematic car rally." A primer on effective public relations. 😃

Something I notice about FSD: I've really started to hate driving over the last decade. The speed limits are too low and I get irritated driving around town at a snails pace. (maybe ADD.) With FSD, I can let my mind wander (a little more) and it feels like the frustration leaves my body. Can't...

It's an option on full autonomy, in which case it's cheap.

Keep in mind that there will be considerable expense that goes along with that revenue. These computers are costing billions and they become obsolete within a few years. Still, looking forward to the ramp.

I did. I had done a system reset a few days prior to getting 12.3 and the cameras weren't recalibrated fully (92%). Seemed to be taking longer than it should so I initiated another reset. Probably a mistake. It takes a lot of miles to recalibrate for Beta. Maybe 80 miles total? Well marked...

Thanks Elon and team, you came through again.

Tesla would be at $50 if it wasn't for FSD/Bot. Nvidia is taking the wind out of out share price. These guys are serious competition ... unlike legacy auto. Still think we win though.

It makes sense that the cars will slow dramatically when police cars are observed ... that's what humans do. In fact, I often turn off course just because I don't like having law enforcement right behind me. Maybe cars will automatically make a turn in the future to avoid being scrutinized by...

No way it'll fly. Too dangerous. Even if it could jump around a little to what purpose? The blast of air necessary for levitation will cause a cloud of debris to engulf the area ... ever see a helicopter takeoff? This would be much worse. The only other possibilities are a boat (possibly...

The best day of owning a business is when you first realize that you can fire customers.

I can only imagine how devastated they'll be to lose your business.

I think the pricing model will change. All cars get FSD at time of sale. After one year you pay $50/mo to keep it. Once we reach unsupervised we kick the monthly up to $100. Adjust the new car price up to reflect what will be a big increase in demand. 12K is just too much for people to bite on...

I like to think of it relative to Elon's interview question: What's the most difficult problem you've solved and how did you do it? Solving one really tough problem is more important than solving a lot of small ones.

Time for Optimus to challenge that Figure bot to a fight. We could get the "Ready to Rumble" guy and have Rogan referree. They're gettin' a little too cocky over there.

It'll be a bloodbath. There will be other players, but Tesla will take most of the profits. Tesla will ramp remarkably fast with the best features at the lowest price. This isn't a save the planet product ... it's a mission to Mars ($) one.

Seems to me FSD fits the Power Laws model pretty well. Log chart with time on the X axis and miles between interventions on the Y. Linear, S-curve and exponential graphs don't look right to me.

Scoble: https://www.unaligned.io/p/tesla-coming-service-economy-robot-brings-robots TLDR: Optimus is learning to drive. Robot-as-a-service via Robotaxi. We're going to be rich.

James Douma: This is so good that I wonder if the AP team might not shift development approach. Up until now big improvements have required big changes. But the range of behaviors that are being effectively implemented with E2E path planning and control suggests to me that they can get the...

Another "I have a friend" who hates Elon post.

BTC was at 48K on Feb 12. Now it's at 67K. Huge volume. Still think Bitcoin is affecting TSLA price with some shareholders selling TSLA to buy BTC. Faster horse. (Don't read anything into this comment other than trying to inform the board about things affecting the stock ... I'm quite happy...

People keep underestimating how smart this thing is getting. Elon says we'll have extra compute by the end of the year, sooooo .... it should be feature complete by then. Human nature is to project past events forward ... "To learn from the past." Six coin tosses in a row have come up "tails."...

He sounds fresh and rested. Glad to see he's getting a little sleep.

Dumb Money Podcast: TLDR: Buy TSLA

Elon is tricky, I think the emoji as used has a double meaning. Looking down in this case means "lower." Fly? To what point? Sounds dangerous. Whereas, a car/boat that can go underwater briefly would be about as cool a thing a twelve year old could imagine. Elon wanted to make the CT swim but...

Gonna be a submarine. Got my deposit in. When Elon was asked if it will fly, he responded with eyes looking down. And, the "if you can call it a car" quote.

I've read recently that models are getting better at answering the "why" question. Think how much our own decision making gets when we understand the "why?"

I don't see the skeptics posting about V12. Maybe they'd like to come forward and explain why what we're seeing won't be enough to eventually get us across the full autonomy goal line?

Or, Elon is just telling it like he sees it.

Better to look at the company and make your own appraisal of its value. I don't know if it's still true but the average stock goes up and down 50% in any given year; probably much more in speculative companies ... which Tesla surely is. The point being that price swings wildly even though value...

Edited for clarity.

Not joking. Probably not many OGs here that own BTC but traders jump on the fastest horse. At this moment, BTC is the faster horse. (I actually think that BTC ETFs have been affecting the TSLA price for the last month.)

Selling TSLA to buy BTC. I suspect that many Tesla investors are also Bitcoin investors. (I am.) Wouldn't surprise me if some have been selling some TSLA to buy more BTC. EDIT: It looks like I'm saying that I'm selling TSLA, not true. The first line is meant as the subject rather than an action...

It is the end of Waymo. The Billions in cash and data coming in from a functioning FSD will push full autonomy across the finish line. The Billions going out at Waymo will doom that program to failure as it becomes clear that Tesla will achieve full autonomy with a more cost effective solution.

It's fair because the world's best CEO is worth what we paid ... and more. None of our business what he wants to do with it.

Don't want to and can't are very different.