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Nvidia, as awesome as their earnings go, has a TAM problem. Tesla, as crappy as their earnings go, has no TAM problem. This is the reason for the disparity of the two.

Just received a phone call about the vote, and they offered to cast the vote over the phone. First I thought it was a scam, but she had all my details such as # of shares and what account they belonged to with just my house number. I told her I already voted via email from vanguard but she...

Was Toyota at ATH during the chip shortage or was their stock getting hammered? Tesla benefited while everyone else suffered, now everything is reverting back the mean.

I have provided evidence WHY Tesla had a windfall and it came from gas prices hitting ATH due to the Ukraine war while there's a world wide chip shortage, causing a shortage of auto supply, and mass migration of people moving from cities to suburbs due to the pandemic. You know who else saw the...

Currently we have Zero US EV maker and rocket company that is self-sustainable and Elon so happened to be the CEO of both. He would fire himself but too bad he's 1 of 1 in the world with a track record proving so.

Yup, which is good news. This means we only have a few dumba$%es so likely this will pass as Yes.

The pandemic allowed many companies to hit insane growth due to that particular white swan events. Tesla was no different as they price gouged during chip shortages and insane gas prices. Many companies who saw such one hit wonders from the pandemic hysteria have reverted back to the mean, while...

One can argue that his compensation package were in play since 2018 and all the way till 5 years post award. Also sp jumped when earnings came out, not after Elon's call.

My numbers were very old like from 2010. I had trouble finding more up to date numbers. However I did find this which gives credibility to the 64% you are talking about. https://china.jdpower.com/press-release/2022-DFS

I think you are speaking as an Americans. In China, a lot of times when you make big purchases like these, you not only have to make sure your wife clears it, but also your parents. Also it's almost shameful to finance any car (or anything for that matter) in China. This is why only 6% of the...

The finance deal didn't have a 2 day expiration date. If it did, then I can see people dropping everything they were going to do and work on their car purchase for the next 48hrs. However this isn't the case and I see no reason why a typical person would want to rush any of these processes just...

Would love to hear some examples of "The history of foreign ventures in the People’s Republic of China (PRC) goes like this: Foreign company flourishes with unlimited local support. Foreign company builds a market. Foreign company becomes the operating model for local providers to copy. A...

Troy believes a customer can go from qualifying for financing, to car pick up, to insurance registration in 2 days. Also he doesn't know only 6% of chinese buyers use financing to buy their cars. Lastly this logic is also saying most of the cars delivered was all on the last day of that week...

Considering that whatever comes out of Elon's mouth has caused the earnings call stock to drop with like a 90% correlation, what you speculate here doesn't jive with consistency.

That and some Tesla bulls capitulated on X.

This happened in 2019 when Tesla had major lay offs and 2022. I believe after every major ramp phase when efficiency went out the window, you end with a lot of bloat until your next phase of ramp. Elon pretty much said it in his email.

You know the more I am watching this, the more I feel like everyone is wrong about what this video actually mean by "protecting Tesla's shareholders" with this vote. I don't believe Elon is going anywhere and he's not moving any announced projects at Tesla to another company. I think what they...

Uhh yeah, it will take awhile to see the money but that doesn't mean the stock wouldn't rocket. Also just like the supercharging standard, we may see a domino effect when one major automaker getting the party started. This gives Tesla's FSD credibility and probably will tank mobile eye stocks...

The Japanese served a need that didn't exist, which is a reliable car. US auto companies purposely put in plastic parts with a shelf life that usually ends exactly when the car was out of warranty. Americans got hosed by these practices for decades until the Japanese blew this door open. So...

I have found those who remains usually work harder and are actually more motivated because they see their hard work was recognized by the company, therefore was not on the chopping block. There, discussed. Moving on and I'll say the same thing again next year as Tesla makes their annual cuts.

We are talking about a FSD competitor that actually use Nvidia's top of the line inference chips in order to compute their trained models for self driving, not the cheapo arm based processors made by Nvidia used for Infotainment or nintendo switches. This is in the context of a competitor's FSD...

I was trying to say that there's a chance that Musk sees it as zero chance of passing regardless what he does. A short term stock pump would be futile therefore he wouldn't bother.

Yeah but every non-vote is a no vote. That makes the bar very hard to clear. So many retail investors doesn't vote ever nor do they even follow their stocks. So Elon can make the stock shoot up as high as he like but there will be a substantial amount of people not voting.

I think it's their safety validation process that takes 3-6+ months. It is the reason why Tesla seems to hold these new "blow your mind Vxx" fsd for months before release. Remember how people speculated that V12 was going to be worst than v11 hence they wouldn't release the thing for months on...

My post gets people the general idea (ie, Nvidia makes high margins on their chips). Is it 80%? They don't exactly break down their margins from Auto so it's hard to know, but it's not 20% or 10% when historically they have been making 60%-65 margins on their revenue despite being massively...

Okay, sorry, The FSD chip that was fabbed by TSMC/Samsung who bought their EUV machine from ASML and got the PCB board made somewhere in China I don't care to look up. Probably rather chew glass than to continue this conversion of you strawmening around.

You are nit-picking more and more to the point it's getting very annoying to argue against. ie. "FSD is no longer beta" is a waste of everyone's time. Nvidia makes 80% margin on their products, a product they don't even make. Who pays for this 80% margin on their chip? Will it be Tesla if the...

Competitors take Nvidia hardware and then repackage it with their software so inherently it's being sold for more. If every Tesla's FSD board was made by Nvidia, then it'll definitely be a different cost wouldn't it? Tesla's FSD development has always been about cost which makes them stands out...

Gee, I wonder if insurance will go up or down if TESLA is taking liability for FSD. Also if FSD enabled cars are safer, it becomes government mandate eventually, kind of like back up cameras used to be a premium feature but now it's mandatory as a standard feature. Also what kind of...

When the car becomes autonomous, insurance companies will start dictating the take rate. Tesla also made the system to be highly compatible(vs competitor's), which can help make it spread throughout the entire auto supply chain in a quick manner. Frankly the last thing I am worried about is the...

Not if autonomy is solved. Many people are not interested in trying beta software in which they have to pay attention. When people can watch a movie, read a book, or sleep in the car THEN it becomes a must have feature.

As the march of 9s happen, AI training's rate limiting step becomes searching for quality data vs training quality data. The model will also be more optimized and simplified, which will require less and less resources to train. Right now Tesla is in the brute force stage trying to get V12...

Are you saying it's better for Tesla to leave Nvidia based datacenters under utilized? Currently they are going balls to the walls because many of these larger projects are not yet solved and Tesla wants to be the first. There will be a day when it will be solved and Dojo may become better than...

Except is not just for XAI, but allows Tesla to build out the team needed to start renting out datacenters as a service, which has been guided by Elon many earning calls ago.

Okay the context is Elon doesn't step down as CEO after losing his compensation because he is not a quitter He will be taking FUTURE AI developments(meaning beyond FSD and supervised training for Tesla bots) to XAI because he will have a hard time hitting 25% ownership of Tesla. He may...

Dude I am talking about in a future alternative universe when Elon actually takes away AI future development from Tesla to XAI, which would free up massive amount of server space from Tesla. He can't move these datacenters from Tesla to XAi because it's Teslas property, so he will have to buy...

Dojo, Nvidia

Yeah, the guy bought a boatload as if he enjoyed being treated like an insect...but now he be complaining for what? He fully supported Elon doing his thing based on his actions...but then got nasty after got unfollowed on twitter because Elon didn't want to pay out dividend like how he wanted.

I think it's probably not even a bad thing if Elon takes AGI to XAI. He'll buy server space from Tesla which would be a good cash flow finally using their AI training center to make money. However all the developed stuff will end up at XAI and he may sell it to Tesla if any of it require...

I think a substantial people will sell Tesla(institutional) if Elon is no longer the CEO. His hammer and social clout among world leaders are his primary attribute no other CEO in the world can match. There's a reason why he can accomplish(while being cash flow positive) better and faster than...

People who are voting no WANTS Elon to step down as CEO. They feel like he has lost it and is driving the company to the ground. So it's not a risk to them, it's collateral damage they are looking forward to.

It does, in the long term, hence we are stuck in the mud today. If Tesla was reporting record EPS today, no would even care about this share dump from over a year ago. Also food for thought, if you don't want to see anymore massive share dumps ever again, vote no for this compensation package...

He was dumping meta shares at the same time as that too lost 60% of its value during the same time period.

A and B are both true. If my wife pissed me off that caused me to cheat on her, breaking our marriage vow...it definitely makes me an asshole.

A failed vote would transfer all that compensation owed to Musk back to the company. It's not really difficult to read his chess move here. 1. He wants to do his own XAI thing controlled by him 2. Investors feel mislead that he made it seem like Tesla was going to be this AI company 3. He knew...

Musk reads people better than you know. This is why he is predicting the vote will not pass today because it's a hindsight vote that cost the company a substantial amounts of money. Shareholders were going to agree to anything put out by the board in 2018 because the company was going under. Add...

Somehow I have a feeling that Musk doesn't think he will win, hence he already positioned himself for XAi to take over AI progress and already telegraph his intentions under what condition for Tesla to continue progress. This reminds me of his Tesla share sale to pay taxes. He already know the...

Elon Musk didn't ask Gary anything. Check the X handle.

Elon will not quit, I am 100% confident of this. However he will make Tesla into a car/energy company only and AI stops at FSD and robotics. Personal assistance, AGI, and other online based AI progress will be going to X AI. I may not be Musk and know exactly what he is thinking, but he is no...

Well, it will be harder and harder to detect differences when people had a hard time over the short term detecting differences when they fixed thousands of problems just to get 1 miles disengagement free to 10 miles disengagement free. I have just disengaged once after almost a week and a half...