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Tomorrow at 1PM PDT we will be discussing the latest Tesla Shareholder Meeting on the TMC Podcast. You can watch live on YouTube or X and participate in the chat.
Drew underperformed and he’s prob not an Elon replacement candidate and feels a lot of pressure from competing battery tech and Elons demon mode. Easy to see politics there. Might not be worth it for him anymore.
Rohan confused me. Maybe he made a play for more comp / influence which is why...
You should’ve been rattled over many earnings calls when describing 4689 as “hitting their targets”, “not the constraint on cybertrucks”, “have the luxury of treating parallel processes to scale” instead of sticking to the effing projections on battery day and how we’re guiding to them. Very...
If you ignore the ignorant/blind echo chamber here the past few years and listened to the warnings me and others gave you could’ve seen this disaster coming. Hell go on Twitter and see prominent Tesla influencers like Chuck, Rob Maurer, and James (FSD tester) say they question robotaxi in the...
I’m more right than ever as of today and will
Keep being more and more right as the stock price falls to double digits and on 8/8 we realize we weee sold robotaxi vaporware like every single “day” event Tesla has ever done.
The worse interpretation of todays news and the broader vehicle indefinitely postponement isn’t that Elon is infatuated with the robotaxi, it’s that Tesla realized it can’t reliably scale a $25k car at the profit margins they want (whether due to 4680 delays or whatever).
That would be bad bad...
“Each year there will be more Teslas with FSD on the road which means more data, add to this more compute power being installed, chip improvements etc. ” Tesla 2017 YouTubers would like to have royalty payments from you word for word copying them 🤣
…or you could just go off the track record of...
These gems were great hopium when the company wasn’t reliant on them. It’s no longer funny with the model 2 delayed again for multiple years.
Who was even on here in 2019? And if you’re still a sucker for this you have full on Stockholm syndrome for abuse.
I enjoy being right. That's why I do investing instead of political debates, because your bank account proves whether you're right or wrong. And I've been VERY right compared to everyone here over the last year. I'm here because I've been pointing the delusions on this site since everyone...
Believing this hopium means
1) you think the quotes from internal Tesla emails are fabricated which opens them up to major lawsuits
2) somehow m2 comes out before robotaxi despite robotaxi having a product unveil day and m2 not
3) ignorant Walter Isaac Bok…the dude who literally followed...
A step change doesn’t mean it’s robotaxi ready. Tesla needs like 10 step changes to get there.
And someone has to be first but that might be in 2050 and after Tesla shareholder value gets wiped out because Tesla blew a 5-7 year lead chasing stupid stuff instead mass producing cheap cars, vans...
I want to seee cities compete for robotaxi deployment like with gigafactory. Since it won’t be a huge job creator I doubt it but a shareholder can dream 🤣
The only positive news that would make me believe is some announcement with a city on 8/8 to mass deploy as a test site. Until then this is an emotional amateur hour reaction cuz of Reuters exposing the state of tesla.
Love the salty downvotes from people who know I’m right and have driven out...
Wake me up when the FSD community tracker is one intervention every 10,000 miles instead of every 50 🤣 Tesla has to be profitable including all insurance claims from this even if no one magically ever dies. You have 0 clue how far off we are.
You see all the *sugar* cruise got for dragging someone on the road? Imagine that’s Tesla, and someone dies.
Good god that 15% day drop and subsequent lawsuits from ambulance chasers and politically motivated people. Y’all here have no idea how ugly it’s gonna get 🤣
lol at @Krugerrand frantically downvote all the facts anyone with a half critical thinking brain said this morning 🤣 you think this announcement was magically timed? No it’s a panic reaction to the truth of the model 2 not coming out anytime soon
1) do you have FSD? Because I do and it’s nowhere close to Tesla assuming legal liability for accidents in a robotaxi
2) have you been around since 2017? Because almost a decade later and it’s the same story.
Shout out to those who downvoted me (@Krugerrand who is perpetually wrong on everything) when I am proven right literally hours later 🤣
Amateur hour that Reuters forced Elon to make this announcement to probably the surprise of half his leadership and engineering team lmao
This is what I came here for. It’s so damn obvious that the article is true and Tesla has prioritized robotaxi for release, and reading everyone here cope about it 🤣
Fact that Elon put 👀 on what Sawyer said should make it obvious for even the most hardcore of Elon fanboys. It’s in the friggen...
I need tesla to stay depressed until the crypto boom hits full swing so I can sell those positions and plow back into Tesla lol. Sold my entire Tesla Ira postion the day after Cybertruck pricing was revealed and saw how unserious it was lol. Not even worth arguing with the religious cultists...
optimus is gonna make Tesla money faster than people realize. Can’t wait for the co announcement that gen 3 cars use them to assemble saving on labor costs. That will instantly send the stock up 15% and lead to over 200 hours of social media hopium videos from thirsty Tesla influencers.
Cybertruck confirmed to have a solar roof accessory from the Tesla app code! This is literally a the #1 thing my mom Wants and why she wants the Cybertruck 🤣amazing. 😭❤️🤩
It’s my example of pointing to someone who shouldn’t be taken seriously, like you.
Twitter and solar city was a good litmus test of critical thinking. You could be a Tesla bull and still clearly see the questionable acquisition price of solar city and the questionable fundraising math (and...
Because flagrantly changing your stance on everything to fit corporate narrative makes you as intellectually bankrupt as a politician. I thought this was a place for valid analysis, not vapid cheerleading that makes you no better than a nikola or lucid “investor.”
Goes to show how many here got...
Whole mars is a clown 🤡 bull version of Gordon Johnson. https://www.cybertruckownersclub.com/forum/threads/123-kwh-battery-pack-on-cybertruck-reported.9885/post-199238
https://www.cybertruckownersclub.com/forum/threads/cybertruck-sighting-11-21-kettleman-city-ca-supercharger.9843/post-198153
- tri motor are not using plaid motors at all
- lots of one off parts specifically for CT
- they are only working on one pack at the moment for tri motor
- Dual motor...
Ya if you haven’t noticed, anything Elon touches is branded by the mainstream media as biased/Republican. Go to any Republican and they’ll tell you Fox News is the only “fair and balanced” news lol. And you’re on a tesla forum where all of us have financial motive for Elon related endeavors to...
I remember reading this same type of extrapolation logic for battery day and tesla 2030 deliveries with 25%+ margin lol.
I’m gonna save you the effort and say “no” because of (1) what Elon has said multiple times publicly preparing investors for a horrific margin, (2) clear, regular evidence of...
For the record, I think the Cybertruck pricing will positively surprise everyone (I think they'll keep it within $5-10k of the announced price) but it'll screw over investors as they'll probably sell it at a loss to begin with until the ramp + iterative production efficiency methods come online...
You're the one disappointing with a comically positive take on absolutely everything even more than Elon. He has a history with this, from the Falcon doors on the X to the Model 3 over-automation to the Cybertruck production. Call a spade a spade. By always trying to spin everything positive...
Dillon Loomis (Elektrified guy) deleted my Youtube comment pointing out the "confirmed" leaks from that wannabee influencer Matthew are (1) him trying to "pass off" info from an anon Twitter spaces guy as an authoritative source he knows to whore clicks and personally monetize, and (2) has a...
Elon Musk, Walter Isaacson:
“He would drive from his home in the Bel Air neighborhood of Los Angeles to the SpaceX headquarters near the airport, where they would discuss the problems his Autopilot system encountered. “Every meeting started with Elon saying, ‘Why can’t the car drive itself...
I don’t know how you can be so definitive unless you’re in the Tesla team. I know several engineers at tesla and even I’m not that definitive. Like three months ago if you ran a poll most people her would’ve said the Tesla robotaxi was going to be some shuttle*ish thing or modular design that...
1. George was years ahead of the curve saying end-to-end was the only way to do FSD vs Elon who publicly said at least twice that it was being worked on, but not necessary for FSD. And people are correcting those online claiming Tesla was first to this approach.
2. George sucks at taking...
Has anyone posted this yet? Great article on the $25k car with a timeline as recent as this summer https://www.axios.com/2023/09/08/walter-isaacson-elon-musk-book-excerpt
The same James Stephenson who once predicted 540k+ deliveries in 4Q21 alone w/ASP @ $108k+. Also predicted $16.6bn GAAP Earnings for FY21. And like a dozen other hilariously off-tilt predictions? The bull version of Gordon Johnson? Yah that alone discredits this chart.
This is getting woefully off topic so I’m just going to leave this here:
1) It’s been less than a week but in that timespan one of the most reputable labs in America have validated the results in simulation and a lab in China actually replicated it you can choose not to believe it that’s fine...