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I have a hunch Tesla's auto growth is going to stagnate for a bit while they prep for the new models to enter production. If the supplier rumors are true then a Model 2X is coming to Giga Austin by the end of 2026 and a Model 2 is coming to Giga Berlin in summer of 2027. These would likely be...

Well I did read it, and I agree that her judgement was based more on her own feelings than actual legal precedent. In fact her ruling goes against established legal precedent. I sometimes wonder if you argue with people simply for the sake of arguing? 😛

I'm sure Kim Kardashian owns two CT's just because she really likes the truck. 😂

Yeah, sticking to all Foundations for now is probably a smart business move. I know people who are waiting for their CT's though (all dual motors) and I want them to get theirs soon so I can get a ride in one! 😁

I don't think its too surprising though. Most CT reservations were likely for the single or dual motor, the cheaper variants, so being offered a $120K Foundation version will almost never be a sale for those people. I'm honestly surprised Tesla is still only making Foundation CT's, I would...

You can't be serious, are you? Gamers don't care about the GFX card in their PC's? How many gamers do you know? I'm guessing it isn't too many! 😂 For a bit of Tesla humor, this short by MKBHD has a couple fake Optimus bots in it, pretty slickly made:

I'm sure Tesla could develop some AI routines to sort and review the applications autonomously. 😎

It would appear that you also failed to recognize a train crossing. Twice no less. Maybe spend some time contemplating how you are utilizing FSD on your Tesla for the future because this could have gone very badly (again)? 🤔 For reference, my Model Y came upon trains at crossings twice during...

That's not too surprising. Elon's behavior is polarizing, it was bound to have an effect on Tesla's rep and it's likely had an effect on sales as well. The size of that effect is debatable and subjective, but Tesla is clearly seeing demand issues due to a myriad of factors, mostly economic...

Like limit how many times per day each member can post to this thread? Say maybe 5 posts per day to this thread per person? Yeah, I'd be all in for that change, quality over quantity! 😁

On the topic of investing talk, wow is the market red today, TSLA included. Only NVDA and F are green on my rather large watchlist, and TSLA is fairing surprisingly well given how much most of my list is down.

You keep stating that there are other systems comparable to FSD v12, so what are they? And no not in the technical ratings of said systems, I mean in real world driving experience, what other driving assistance system is comparable to Tesla FSD v12? Because I'm not aware of any such thing, not...

Here is a good interview with Jensen about AI and inference from yesterday. Very applicable to Tesla, he even calls out Tesla as the leader in autonomy and inference for autos:

I've test driven quite a lot of other brands with driving aids just for fun and curiosity, just drove an R1S last week! Nothing I've driven yet compares to the level of Tesla's free Autopilot, let alone FSD v12 which is leaps and bounds beyond anyone else. Some of the systems I drove were...

Yeah I hate driving without Autopilot now too, its just so incredibly handy and wonderful at what it does. My wife has a Subaru Crosstrek and it feels like going back to the stone age every time I have to drive it. No autopilot, its noisy, wipers and lights don't work themselves, need to...

No surprise there, Tesla is a huge customer of Nvidia.

In hindsight sure, I would have loved to have sold all of my TSLA at $415/shr on Nov 5th 2021 and gone all in on NVDA for $297/shr. TSLA is down $230/shr since then while NVDA is up $700/shr. I don't have a crystal ball though. I had no idea the AI boom was going to pump Nvidia up like it...

It's most likely for the unboxed RT going into production late next year. The economy models Elon said which will be made on the 3 & Y lines wouldn't use new presses, they'd likely use equipment on the 3 & Y lines.

This might be why the board is advertising and pushing so hard for all shareholders to vote yes. Leo's 27m shares for NO are going to have an impact and it will take a bit to offset them.

I've also met several Tesla car owners who don't follow Elon nor Tesla the company (financially) at all. They just love the cars! 😎

Why would it? 🤔

Unfortunately there are a LOT of people in this world who are not in their right minds.

Yeah, "razor thin" was probably the wrong descriptor for me to use. Much thinner than they used to be would be more accurate. 👍

I believe Tesla will be way above 4 million autos produced per year by 2030. They are just below 2 mil now, once interest rates drop Tesla can ramp the lines back up and hit 2 - 2.5 mil easily. Add 250K CT's per year, 50K Semis, 1 or 2 million of whatever the economy 3/Y's might be, and then...

This one of my short term worries about Tesla: can the auto part of the business still financially enable the company to invest into deploying the RT fleet? We've seen Tesla slowing auto production, possibly changing the Model 2 into an economy 3/Y variant, dropping auto margins to razor thin...

I'm giving you a thumbs down as this was quite the condescending post. I've read many of your posts over the past few years yet I do not know your qualifications since you aren't willing to state them, but I do know a snarky post when I see one. Much of this is your opinion, you don't have a...

Oh Tesla's best growth is certainly yet ahead of it. The potential of the auto market for Tesla is small (even if they somehow get to 20 million cars/yr) compared to what autonomy and humanoids will earn Tesla down the road. Robotaxi potential is at least a 5X over auto sales, and Optimus is...

Given the competency of FSD v12.3 and given the rate of progress lately, I have to admit I find this a silly notion. We still have almost six years for this decade, do you truly think FSD won't be solved to a high enough level to enable RT's within that timeframe? Honestly? 🤨

I wonder how he plans to do that though? Will he rebuild the teams he just let go, or begin a completely different strategy on how to build the SC network going forward? 🤔

I'm genuinely curious, what exactly are they protesting? Are they EV haters? Or are they just people who don't like Elon? 🤔

Yep, excellent read, and I think it will be accurate over time too.

The question of whether or not RT's are better or worse for the world could be an entire debate unto itself. The general conception is once TaaS becomes cheaper than car ownership it will actually increase traffic on roads. Lowering the cost of anything usually increases the use of said thing...

Precisely. Even at meager margins a Tesla RT fleet has massive revenue potential. If I hadn't done the math myself in my spreadsheet I wouldn't believe the numbers, that's how ludicrously large they get. At "good" margins revenues truly get laughingly large.

This is where I believe Tesla will be very different than Uber. Rather than keep prices high to earn nice profits, I think Elon will slice robotaxi margins to thin levels in order to aggressively push adoption. I see many TSLA bulls forecasting trillions in revenues from RT's, but my hunch is...

This is common, most people have a hard time comprehending the disruptive impact autonomy will have on the world. To be short, you are thinking too small. FSD isn't just about robotic taxis, its about TaaS (Transportation as a Service). People using robotaxis for ALL mobility, not just what...

What's a realistic upside from here for TSLA? My hunch is we stay mostly flat for 2024, finally beat our ATH of $415 in late 2025, and begin to skyrocket in 2026 once RT's are driving and earning and RT production is well underway. Somewhere around 2027 or 2028 Optimus production and sales...

But that's trading, not long term investing. You are attempting to time the market, and if it works then great for you. Long term investing is holding a stock through the dips and climbs, buying more when it dips rather than selling out before the potential dips. How many expected 2019 to be...

Here is why I disagree with you: You can certainly rationalize why TSLA investors might remain holding the stock even through all of this turmoil and down times. Confidence in Tesla's future is why many investors still own and hold TSLA. Energy, autonomy, and Optimus are massive products...

It's an interesting idea. Such a thread would certainly be easier to parse and read than this one has become. However, my only concern with such a theoretical thread is your list is almost all Tesla bulls, optimists on the company who rarely see anything wrong with what Tesla or Elon does...

Why are you being a contortionist? No one is saying ONLY 500 people worked on SC's, but we know for a fact that the 500 person team which handled customer contacts and site installations on the business side, the people responsible for expanding the network for the US, were let go, and the...

I disagree because I didn't think stating 500 employees were let go was generalizing? Nor would I call it a portion when it was the majority of the team, its more apt to say a small portion were kept on staff instead. It's still a massive hit to Tesla's SC growth potential. It means the...

I wouldn't presume to say Elon has mismanaged Tesla, but I would say he's made some decisions which have not been favorable to TSLA investors over the past few years. I feel much of the stock's pain is his doing, even though I do feel Tesla the company is doing okay. Except for laying off the...

Out of curiosity, do you think FSD, Robotaxis, or Optimus will ever contribute positively to Tesla's revenues?

That does seem very likely unless the pace of updates slows. Maybe not 12.6 but probably 12.5.

Excellent. It will be very interesting to see the pace of progress between 12.3 and 12.4. This is important for the 8/8 event as it gives context to how ready FSD will be for RT production starting late next year.

Most of the market is down this morning, I think TSLA is just following its trend of almost always going down more than most other stocks.

That's because I've been posting less in the past few days, so I haven't been upsetting uber bulls with my conservative yet practical outlooks for the stock. 😁 I also spent most of the rainy weekend spreading Managed Democracy in Helldivers 2 and barely read the forums, so I've no idea why the...

Lucid reported Q1 2024 results, and they are not promising. Revenue of $172.7 million, 16% higher than a year ago. but loss per share was $0.30 (higher than estimates of $0.25) with adjusted EBITDA loss of $598.4 million. Lucid appears to be stuck in a rut for over a year now, revenues are...

For clarification, are you an expert on AI and self driving?

Here you go: https://teslamotorsclub.com/tmc/threads/all-discussion-of-rivian-automotive.246264/