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  1. R

    SpaceX investor's thread

    Or 6,800 new customer per day or 2.5 m per annum , increasing growth at a dramatic rate or going stratospheric
  2. R

    SpaceX investor's thread

    Is see Starlink over 3 m users, up from 2.7m about a month ago
  3. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I was wondering maybe Elon , if he loses comp vote , splitsTesla into , car & storage company , FSD/Bot company . Thus enabling him to have a larger shareholding in fsd/Bot compaany and therefore control
  4. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    FSD improvement in next two months , Hugh jump!
  5. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And Cybertruck FSD with 12.5 , so at least 6 weeks away , my guesstimate , RHD Never ???
  6. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And more from Elon, the 2 % take rate is rubbish ,sorry Gary !!
  7. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Or would they filter customers credit scores , gaurantee the debt then sell the debt on , that would lower the interest difference by a couple of % maybe to 3 or 4 % ?
  8. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla NZ mail out re supercharging Supercharger Network Update We’ve heard concerns from our Tesla community about recent changes to the Supercharger program and would like to provide an update on the network in New Zealand: Core to the Mission – The Supercharger network is still core to...
  9. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Earlier Tesla models to get FSD !@ update
  10. R

    Elon: FSD Beta tweets

    Confirmed nag removed in 12.4
  11. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    FSD 12.4 nag removed ( from software ) confirmed
  12. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What does Elon mean here “now it is validation “ that is the constraint Is it the new in-house models ie v 13 etc “need validation before release “ slowing down the updates ?
  13. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Trying to 2nd guess why Elon has taken an action with the supercharging team , when you do not have all the facts that Elon has at his disposal, shows that you dont necessarily know” all the ways to look and work through the different scenarios” After investing for more than 10 years ( like you...
  14. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If you read the comments and view the video , there are at least 12 bots built and they have been developing skills over the last few months All confirming Elon’s comments that the bots will be working in the factory this year , as stated above
  15. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Did you read “We’ve deployed a couple bots at one of our factories, where they’re being tested daily at the real workstations and continuously improving!”
  16. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elon going hard core on loyalty ,
  17. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    According to Grok Based on the information provided, it appears that Tesla is in talks with the South Korean government to bring its Full Self Driving (FSD) system to the country. A safety driver program meeting with the Korean Road Traffic Authority was planned but then canceled by Tesla...
  18. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    FSD heading for Korea (south ) ??
  19. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Thanks for your thoughts on FSD It would be great to get @Discoducky response . I see he noted that he had 12 days of no critical disengagements and is ex Tesla’s FSD team
  20. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    FSD trials available in China ???
  21. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Re NHTSA Press Interesting summary : Tesla agree that there is an issue to recall at the end of the year in 2023 their FSD software , on autopilot they added additional nags and now some of what they presented to Tesla is being published. NHTSA now : are saying they're going to monitor...
  22. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There was positive free cash flow for the quarter from operations $250m before capex 0f $2.5b Adjusted EBITDA of $3.3 b
  23. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Listen to the call Tesla said very easy to add cameras and computers to other brands cars , time it takes other manufacturers to design and build vehicle to incorporate these features Eg Sign HOA this year for licensing , 3 years for new car to be released featuring it by other manufacturer
  24. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    For the Tesla app it will be available to all Tesla owners to put their car in the system or out frequently should clarify is that Tesla will be operating the fleet 16:29 um so you can think of like how Tesla um think of Tesla like I know some 16:35 combination of Airbnb and Uber...
  25. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Re S & X Pricing. Drops of 30 % over last two years and still no RHD versions ?
  26. R

    Wiki MASTER THREAD: Actual FSD Beta downloads and experiences

    Some news for 30 % plus of the market
  27. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    For a more detailed approach to 12.3.4 vs prior I suggest you look here . The guy is an Uber driver 49 trips on latest version 90 % to critical DE same as 12.3.3 https://www.teslafsdtracker.com/CYBRLFT
  28. R

    Elon: FSD Beta tweets

    Interesting take from head of NVDA robotics team
  29. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Looks Ike FSD training is heating up
  30. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla mentioned the need for approximately 6 billion miles of training data for their Full Self-Driving (FSD) system in 2022. This estimate was discussed in various sources, including NextBigFuture.com and other web snippets, highlighting the importance of this extensive data for achieving a...
  31. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elon has been quoted as saying FSD complete will need at least 6 B miles of training Grok Yes, Tesla's Full Self-Driving (FSD) system requires extensive training data to improve its performance and safety. The company has been gathering data from its fleet of vehicles, which has collectively...
  32. R

    SpaceX investor's thread

    I wonder how far away this is ……..2024 ? https://www.teslarati.com/elon-musk-starlink-ipo-retail-investors-update/
  33. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So the market might be 3 b people not 8 b , is that what you are saying ?
  34. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    FSD Deals FSD licensing 1. Allow OEM to integrate it into any car for free or at cost. Car owner pays for FSD license 2. Active safety & basics comes free 3. Leverage Supercharger deals. Offer same pricing as Tesla cars for EVs that integrate FSD hardware & share data Musk on X says happy...
  35. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Regarding FSD Ashoks latest statement about solving the trolley problem , refers to conflicting risks when making decisions while driving In the context of Full Self-Driving (FSD) technology, the "trolley problem" could refer to a difficult decision that an autonomous vehicle's AI system might...
  36. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elon about AI engineer retention And if you think FSD licensing might be possible , your not the only one
  37. R

    SpaceX investor's thread

    Could an enhanced Starlink with ground stations and laser connections compete with Telecos in 3years for cellular service worldwide ?
  38. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    In NZ there is another plan @grok Yes, there is another plan called "Starlink Basic Access" which is a deprioritized service plan. This plan is intended for customers who exceed their monthly Priority Access data limit. Under the Basic Access plan, customers will experience reduced...
  39. R

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Re FSD pricing options It is interesting to note Starlink has a number of pricing plans available to consumer users which have changed dramatically as the product has developed 1 Basic plan for homeowner 2 Throttled plan approx 50 % of 1 above 3 Mobile plan for coastal boaties / mobile homes...