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Yup lol I’ve brought that up here before, the irony that Elon cited this as a reason for breaking the partnership and now is talking about trying to do the same thing.

Mobileye has been running in a swath of makes/models for many years dude, they said they have 200 petabytes of driving data as of 2022: https://www.mobileye.com/blog/mobileye-ces-2022-self-driving-secret-data/ Elon had previously claimed that Mobileye supporting so many different vehicles was...

Mercedes’ Traffic Jam Assist is a Level 3 module within the system, calling the entire thing Level 3 is inaccurate and I’ve never seen it officially described that way. The system has the ability to flip between Level 2 and Level 3 depending upon the conditions. If you’re barreling along on a...

The Chinese car companies are deploying it? I wouldn’t doubt it, things are probably pretty different over there and the car companies are mostly newer like Tesla. The leap to taking any liability at full highway speeds is likely a big one, not sure I believe any current hardware is capable of...

People shouldn’t mistake lack of desire/interest for lack of capability. Mercedes is using NVIDIA’s tech for their ADAS, and NVIDIA has implementations that can attempt city driving like FSD — you can find videos on YouTube of Mercedes vehicles doing that, because the two have been partnered...

I think Mercedes has been very clear about both the capabilities and limitations of their system (which is NVIDIA’s tech), it’s all very detailed and spelled out up front. Unlike some other companies who shall remain nameless.

I think advertising is more complex than this. Right off the bat, probably most of those views on Elon’s posts are people who actively follow him and they are less likely to need advertising or clarification/defence in the first place. That’s like going into Red Lobster and shouting about...

These are things that passive safety features wouldn’t have helped prevent? I’ve never been in an accident beyond a fender scrape and can’t recall two instances where I would have needed saving in 20 years of driving so seemingly not a ton of value to add for me there.

Lots of new cars have very good highway functionality. I personally wouldn’t pay a red cent for Level 2 City Streets functionality because that adds no value to me when only long highway drives are fatiguing, but that’s a more individual thing.

This makes me think of the costs that will remain and increase with higher utilization, of course the electricity and then things like tires and wear and tear. The other aspect of this as a Tesla-owned fleet is the cost of producing the cars in the first place and having no big surge of revenue...

Robotaxis likely only make sense in dense urban areas where car ownership is already lower, they make less sense the further you move from dense urban into suburbia much less semi-rural and beyond. People have been talking about stuff like ridesharing eliminating the need for car ownership more...

Weakness in the labour market is of course part of the intent behind the Fed hiking interest rates and is probably necessary to actually get inflation under control over the long term Vehicle sales struggling, companies like Tesla laying people off en masse, etc are all part of that intent and...

But does the tail wag the dog? Or are there are underlying earnings-related reasons for why options positions are taken.

The stock market cares about earnings and really about revenue vs COGS, it doesn’t care about news articles that have no material impact on earnings. Even massive recalls don’t really impact the stock market. News dropped on April 17th about Ford recalling 456,000 vehicles, the stock is up 6%...

The stock was already up 23% in the last week, the indices are up 2%

The stock movements are probably due to the inflation trading and rate cut expectations moving further out The NHTSA doesn’t move the stock market.

Or Elon saying they believe it’s ready doesn’t mean it will be deployed soon

The last page or two of the thread is a smorgasbord of apparent TSLA nemesis. The NHTSA, market manipulators, hedge funds, mass media, senators, oh my

Has Tesla not had cars on boats before, and does this mean there will be no cars on boats in Q2?

None of this changes the impact to Tesla specifically lol, and earnings or what may be required in terms of further price cuts if the IRA benefit disappears. The IRA benefit could disappear next year regardless depending upon implementation of the restriction that will disqualify EVs from the...

Tesla should just wait until the H200 is released and then the H100 Ti will probably see a big price drop

Stock market psychology is so interesting

Heck the stock was $175 two weeks ago

Will Tesla take liability if it’s possible to set up any scenario where FSD will consistently fail? Some situations can happen very rarely but when you’re running a fleet of millions of vehicles racking up billions of miles, the system will increasingly encounter rare situations potentially...

The Level 3 module is just the Traffic Jam Assist where they actually take liability under the specified conditions. People act like that’s all it does — that’s not all it does. When not in a traffic jam, it’s a Level 2 ADAS like Autopilot and it has the ability to flip in and out of Level 3...

It’s almost like they saw the posts here about maintenance costs, revenue streams for the big carmakers, and existing fleet maintenance equalling profitability for the high luxury brands. EVs are lower maintenance in general, so this is not a source of profit that EV makers can fall back on and...

There are still 9 weeks of potential price adjustments coming in this quarter.

Disengagement data could come from running FSD in shadow mode and where the human driver does something different from what FSD was predicting = disengagement. Requiring paid user data has never made sense to me and I’ve yet to see evidence it results in anything, spent enough time listening to...

Data are always being collected in shadow mode including running FSD in the background and seeing how the driver’s maneuvers etc deviate from what FSD would have done. FSD purchase/subscription is not required.

Where do dealerships get their parts from? And why are OEM parts such a big deal. The existing fleet is THE profit stream for the big carmakers, and Elon has elaborated on it many times in the past. People can say a lot of things about Elon, heck I say a lot of things about Elon, but he knows...

The big carmakers have historically not made money on new car sales, they sell cars at cost and then make money over the long term by selling parts and service to the existing fleet after vehicles leave warranty -- you can listen to Elon talk about this dynamic on several occasions and how it is...

Forced recalls don’t happen often and require court action when they do. Basically all vehicle recalls are voluntary, even when initiated by NHTSA investigations etc — ie you’ll see NHTSA documentation comes out that talks about their investigation and findings but mentions how the manufacturer...

Hopefully people understand that basically all auto recalls are voluntary as are their solutions, and what the solution entails can be viewed as more indicative of what value the manufacturer is willing to put in. But as an investor of course, cheap and easy is pretty much exactly what you want

All Model S and X trims were dropped by $2k as well

Now imagine what would be required for Tesla to take liability in a generalized Robotaxi lol Mercedes is using an implementation of NVIDIA’s Drive platform.

Yeah I think people are kinda losing the plot when it comes to this stuff, Tesla’s mission hasn’t changed. Optimus is also not really a part of this, Tesla exists to accelerate the energy transition and that is nowhere near complete. For example, I believe the world has never consumed more oil...

This vote going in Elon’s favour likely doesn’t mean the compensation package will proceed either way.

I don’t think it has been unusual to see performance degrade with point releases that expand availability and reduce how overfit the system is to specific areas. Seen this pattern many times, a new release starts out strong when limited to a certain geography and then worsens as the release widens.

I really hope the answer to half those questions isn’t “March of 9s” Especially the question that asks about the March of 9s

People should read into the reporting about the legality of what Tesla is attempting to do with the new shareholder vote. I’d guess this saga is far from over, even if the vote goes in Elon’s favour.

$40/share with the current count would make Tesla’s car and energy businesses worth more than Ford, General Motors, Rivian, and Lucid combined while still leaving enough to buy 574 Fiskers after today’s 40% decline

Very interesting to see this website lol I like how they cite an almost 1,100% valuation increase but leave out the 37% drop since the end of 2023. And half of the $12billion net income cited is the deferred tax asset thing they did in Q4.

That one was all about recruiting the top investors

I don’t think assistance features like that would be mandated, if you draw comparisons to things like seat belts or airbags or traction control. The driver is still responsible with driver assists, mandating them would probably open manufacturers up to liability if something happens and the...

Elon has said events like Autonomy Day and AI Day are more about recruiting top talent, they’re not earnings calls Like here Without mentioning that at the time Tesla was worth <$20 adjusted for splits to today

He probably needs to talk about the March of Margines

I’m really curious how this next earnings call will go with this shift away from the traditional businesses and towards autonomy. FSD has not been a huge topic on previous earnings calls particularly as it pertains to dollars and cents, and now the apparent focus is shifting entirely to this...

Warren Buffett would say the goal is to give your kids enough so that they can do anything but not so much that they do nothing.

Elon has been saying autonomy is the key to Tesla’s value for years now, word for word said it was “the difference between Tesla being worth a lot or basically nothing” and that he believes a new EV company can’t succeed without electrification and autonomy in tandem. That can be a very good...

There is no money to be made, Drew by himself has sold enough TSLA stock to date to buy three Fiskers