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NVDA is my second largest investment after TSLA. I bought a long time ago and am about 1,000% up on average. I have no complaints. BUT NVDA don't make anything. They are like Apple, they design amazing products that they get built somewhere else. There is potential existential risk if China...

Its kinda cool that 'there is a disengagement every 200 miles' is seen as a criticism right now. Thats...pretty impressive. As I've said before, you dont need actual robotaxi reliability to see a HUGE boost to the company. Who in the world would use any other car than a tesla for working as an...

I think its perfectly fair to love TSLA (I do!) and admire and support Elon (I do!) but still think its ridiculous how many companies he is apparently running. Twitter was definitely a step too far. I love that he changed what he did there, but I'd be happier if he could both sell his twitter...

TBH its probably extremely unlikely. The use case for starlink is rural. They just cannot support the population density in a city, certainly not as well as ground based cell towers and wired internet can. And the use case for robotaxi is overwhelmingly urban.

LOL. It turns out I have 19,000 shares, not 10k. Also sent an angry letter about it :D.

I will pester hargreaves Lansdowne today too, sod it. I have 10k shares and Its insane I cannot vote...

Is it? These are not model Ys, they will be the priciest vehicle product Tesla makes. The market for semis is also very conservative and cautious. I think this shows quite a bit of confidence. I also suspect that this will end up being US only, with a second plant built in China or Europe once...

I think people get a bit too obsessed with the 20 million cars a year goal. I'm an investor, not a car collector. If the best way for Tesla to make a ton of cash is to make 2 million robotaxis, or 1 million taxis and 5 million bots, then lets do that. I'm sure BYD will keep making EVs. We all...

And your verified independent source for this would be?

I dont think you can extrapolate from the US as to how global politics will respond to climate change. I'm in the UK, which is a climate-change denying hellscape compared to much of Europe, and we are tons better than the US. Take a look at China's rollout of high speed rail, and its amazing...

Given the catastrophic impact of carbon emissions from flying, and no immediate prospect of pollution-free flights any time soon, as climate change inevitably gets worse, I suspect many governments will go further in financially encouraging people not to fly, especially if it becomes common for...

TBH none of us know, but I would guess that before they make FSD live on a new model like the CT, they will, at the very least, run FSD in shadow mode on a bunch of CTs for quite a while. They may know everything they need to know in order to enable it, but nothing will keep the safety experts...

IMHO this is underappreciated. Any FSD wannabe is going to initially be very conservative, and at the MOST might consider a placement for 100,000 FSD-capable in-car units. Thats just laughably low by Tesla standards, who are probably using almost identical hardware in the 3 and Y, and to some...

FWIW There are twitter rumours showing a new center console for an updated model Y. Probably nonsense, but its not like its hard to imagine we are due a small model Y update. I wouldn't expect it to be a major sales driver, more of a 'keep up with highland' thing, but nevertheless it would be...

If you have been holding TSLA for a long time (about 9 years for me I think), and obsessively follow Elon, its actually really clear and simple. He says exactly what he thinks and what he is planning to do, and then he does it. Its often late, and people spend a huge amount of time reading...

Unless you have a million connected vehicles with identical camera placements in the hands of people driving them every day, and the infrastructure to collect, sort, sift and train on that data, then no, you do not have the same capability for training AI based self-driving as Tesla. I am happy...

The trouble with fighting about rival self driving systems using real time video is that its not a single drive that is the problem. I'm sure its perfectly possible to do a 90 minute Mercedes drive that is flawless. That would make for a great stock-pump video. The problem is, if you only have a...

Mercedes system only works on certain roads. Thats not self-driving, thats 'driving on certain roads'. For all practical purposes they may as well just given free train tickets to mercedes buyers who live near specific roads. If people are going to let mercedes get away with claiming they sell...

I think when people say 'people aren't buying EVs', this is in large part driven by statements from the likes of Ford about their EV pickup sales in the US. Its true that they are scaling those back, and despite repeated claims to be scaling, Rivian aren't producing huge numbers of their pickup...

Yup thats exactly what I said isn't it. Amazing analysis.

People might follow Elon, but that doesnt mean they are obsessively following every press release by Tesla. If Tesla introduce a new color for the model Y, or a new trim, or there is a new report about the efficiency of cybertruck, Elon can tweet and ensure everyone following him hears about it...

One of the most followed people on the most famous and widely quoted social media sites on earth. A HUGE part of PR is reach. People pay a LOT for reach. Average social media cost per thousand impressions is $6. This recent post by elon (only yesterday) has so far got 49.5million views. It will...

I don't get it. You aren't an investor, OR a shortseller. Why spend so much time here? I think GOOG and AAPL are both really bad investments, and if someone asks me I'll mention it. I have even tweeted it a few times. But I wouldn't sign up for an account on an apple or google website to tell...

BTW another way to evaluate elon's focus: Elon is 100% focused on the next stupid hard challenge. Its what he thinks about, and tweets about. That doesn't mean previous beaten challenges don't continue to trundle along. For example he tweets WAY more about starship than falcon 9, because...

Ha, don't get me wrong I massively feel your pain. I also have a no USS 2022 model Y with FSD, and no autopark, and it annoys the hell out of me :D. I'm just speaking more as an investor than owner there.

Long before any of us have the option of a robotaxi, the effect of really-really-really good FSD, even if technically you have to still be the driver is going to noticeable. Take a look at the advertising budgets of major car companies, and then look at the ads. Notice anything? They say NOTHING...

As an investor since at least 2015, I have to agree with the posts on trading vs investing. I've seen enough awesome tesla news that fails to move the stock AND enough random inconsequential nonsense that catapults it into the skies...to know that I cannot predict the monthly moves of the SP. I...

Its an interesting question. Advertising does not just work on the potential purchaser, it also works on people who 'reflect' the desire to purchase. Hardly anyone who sees an advert on a billboard or TV for a porsche can afford a porsche. This does not matter. The point is, those ads solidify...

I'm not worried for several reasons: 1) Tesla AFAIK use ASICS, meaning the chip is literally designed with the code in mind. That means you need not only all the code, but also the hardware. Its not exactly easy to look at a 9-billion transistor chip and just get someone to copy it for you. The...

You seem convinced that people with skills in ridiculous demand are motivated purely by money. Just not true. I'm an ex AI programmer, with a lot of experience. I remember vividly turning down a job that was a 20 minute easy commute, with no more than 40 hours a week, a stable company and...

This has been discussed a lot. Tesla is not a place to interview for if you want work/life balance. Its not a place to work at because of the high salary. Its not a place to work at if you want to chill out, or socialize, or embark on a time-intensive hobby. If you want to spend time with the...

Installing now! (2022 model Y performance, no USS)

This makes it even more clear that nobody can possibly compete. Its bad enough that you need terrabytes of specially collected video footage to even train reasonable FSD, but if the last 1% of perfection can only use a trivial percentage of that data, then its even more essential that you have...

Twitter was the most zeitgeisty, celebrity-packed, newsworthy and well-known social media site on the planet. Presidents, pop-stars, everyone used it to stay relevant. It was absolutely crushing it in terms of reach and relevance. It was clearly also a censorship-packed financial train wreck...

100%. I'm kind-of-retired (easily could do), and yet occasionally I find myself perusing the tesla/spacex jobs list. If I was single, I'd probably emigrate to the US purely so I could work at one of those companies. I would not in any way consider working for any other company on earth. The same...

Some blatant bot speculation: One of the 'issues' for the bot, is that it does not have the data that FSD has. The sheer gigatonnage of video clips amassed by millions of tesla cars provides a huge amount of data that dojo can chunk through to train the FSD network for learning how to drive in...

its almost like the bot is still in development. This is not a sales video offering this capability. Its an update on a sample task being used to develop the way the bot is trained. Not every task is well suited to bolting a 1 ton kuka robot to a position for it to work on all day. I guess all...

Agreed 100%. But in the case of FSD/Optimus troy simply does not understand that the entire way Tesla pursued FSD/Bot changed with version 12. The end-to-end neural network approach is a fundamental shift. Its like switching from ICE to EV, or from a horse to combustion engine. He keeps...

The rate of progress on optimus is fantastic. I wonder how many people have to do that task before they have sufficient training data? I suspect that we will see a step change in progress when they get out of the lab and actually go to a real location on the line and simply use cameras on the...

Where? Who?

also worth remembering this is cybetruck V1. I expect it to get better and better.

I would be very happy for Tesla to spend a few million dollars of shareholder funds to sue this guy for defamation. Nothing vindictive, just enough to bankrupt his company and ruin him financially forever. This is not just twitter banter. Its a guy desperately lying to try and PREVENT life...

Hold on. Your data is that people who dont want one mock it, and your relatives cancelled orders? Thats not data, thats anecdotes. Nobpdy was expecting 100 million sales. If 99% of the population of the planet hate the cybetruck, it can still multiple millions of units. And what throttle back of...

You make it sound like the cybertruck is objectively a failure. Where is the evidence for this? Is it late? Definitely, but to quote a famous japanese video game maker The cybertruck will be around a long time. There seems to be no shortage of demand, and reviews from actual real CT owners are...

your evidence for this is...what exactly?

Thats only one strategy. The other could be: Cybertruck ramp + model Y juniper refresh + entry into some new markets.

Are you sure about that? Ford, Toyota and VW ARE doing better, but they have a much broader range of vehicles, and they also have dealership networks that let them channel-stuff to avoid showing the immediate drop in sales. I would like Tesla to have a small van, a large van, and a compact car...

Sasha has an excellent summary of recent analysis on the supercharger issue: more helpfully, from yahoo news: Which sounds quite plausible to me. Sounds more like elon being dissastisfied with location selection or size of sites, or speed of rollout. Also may have an eye on megacharger...

Amazingly elon is in fact a human being, as well as being CEO. Amazingly, he still has coffee breaks and some down time. He is free to have opinions and vote like any of us are. I am 'CEO' of two companies, and often tweet about them, but I also sometimes tweet about my cats or some heavy metal...

Nobody knows the real reason that some supercharger staff were let go. Nobody knows how many, and nobody knows what will happen next. Everyone is racing in circles of anger based on a report from reuters (for the love of god, these people have lied CONSTANTLY about tesla), and some tweets. We...