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Yes - make no mistake, the company is pivoting hard. Turbulence is to be expected. FSD’s progress has been witnessed by all of us in real-time - including folks inside Tesla. Not sure there was a lot of internal belief about it happening in any near-term timeframe until recently, so many...

I’d much rather your prediction is the future. Let’s make a coffee bet. My hunch is you won’t even believe the cockamamie regulations/proposals/laws that are coming as soon as it becomes evident that 1) FSD/robotaxi is technically feasible and 2) it will be priced to obliterate everything...

The primary risk with robotaxi is regulatory. You can commit all the engineering resources you want to making it come to fruition, but the regulatory part is mostly out of Tesla’s hands. Yes, there are frameworks in some locations to deal with robotaxis. Yes, they are absent in many, many...

Anyone who’s ever tried to get rid of moles knows they’re exceptionally difficult to trap.

Larry Magid (prominent Bay Area tech writer) wakes up from the absurdity of cutting off one’s nose to spite the face: https://www.mercurynews.com/2024/03/28/larry-magid-a-new-and-improved-tesla-plus-a-confession/ Not trying to restart the discussion on whether Elon’s turning away left-leaning...

An absurd trolley problem indeed. Package deal. Obviously there are many who would love to separate those missions from one another. Personally I would view it as a concession/defeat. Though practically speaking, I don’t think it’s easily doable without some rethinking of the electronics in...

It is extremely important for any serious TSLA investor to understand that the mission takes priority over all else, and “all else” may mean the piles and piles of cash you (general) dream of. Some investors may view that as a “risk,” - that the company may make decisions that take into account...

Firstly, there tends to be a lot of crosstalk between engineers at various Elon companies. If there’s a synergy to be had, they will work together. Technologies will flow from one to the other. Secondly, TSLA is mature from a valuation perspective. While you can easily imagine 10x from here...

The Hertz thing couldn’t have played out better for the anti-Tesla/anti-EV crowd. It remains unclear who fumbled the ball on what should have been a very successful partnership.

The best salesperson is no salesperson?

Seriously. Most people in my economic bracket are holding off on buying cars. I lust for a new Tesla to replace our out-of-warranty Model 3 or to get a CT that is finally here and that I can finally configure with a Day2 reservation, but it’s an obviously financially imprudent decision made...

I do think the stock will take a hit bc msm will be endlessly broadcasting the “no growth” headlines, but agree that most big players that would prefer to be out due to Q1 have already done so. So there may be a buying opportunity, but perhaps not as large as some are thinking. I think more...

Whenever it will be it will definitely be a surprise. Elon made it clear last ER that they’re going to stop being so transparent about the secret sauce. I believe he was referring to Figure, but that’s just my opinion. Especially with the bot, since there is less of a head start compared to...

A point of curiosity - those that frequently mention FSD being licensed to other auto companies - what would you like to see as the arrangements of such a license? What do you think is reasonable for Tesla to be asking for?

12.3 easily passed the wife (as passenger) test this morning doing errands in urban traffic. She’s been extremely uncomfortable with it on city streets to this point and even doesn’t like some of autopilot’s behavior on the highways. So pretty much a “two thumbs down” critic most of the time...

Yep…totally agree. This is the “light at the end of the tunnel” release.

If that’s a Silo reference, well-played! If not, we’ll just pretend it was.

Heard from a lawyer who has tried to bring several AP and SUA lawsuits against Tesla on behalf of well-heeled clients…their data combined with liability agreements make for a bulletproof case. People will keep trying though…

TSLA takes off the day robotaxi becomes real in terms of tangible, demonstrable plans for the customer experience, economics, app, and most importantly, liability. Tesla could formally show all that today and you’d have a very insane market reaction. It is obviously not in Tesla’s best...

Yes, I agree and am usually itching to have the full conversation, but find nobody is really willing to invest the time into hearing about it. Most are looking for a buck as quickly as possible from their investments and even if they’d be attracted to something like this in principle, don’t...

So that would require the government embracing Tesla as a/the success, whereas currently they‘re still trying to pretend it doesn’t exist. I agree that it’s inevitable, in which case it’s only a question of timing and whether something like that can be snuck in before Tesla is so obviously the...

That’s all fair, but it’s hard for me to see a US administration that won’t have ties to either Big Auto or UAW. The government is no stranger to using taxpayer dollars for its own special interests (it’s not like the populace gets to vote on these types of things, guffaw). It’s my belief the...

Perhaps I’ve grown too cynical but I can’t see how at least some of them don’t get bailed out.

This is so lost on many investors and why Tesla doesn’t compute for many of them. It is also why I don’t recommend any friends/family to make an investment in Tesla and also why I connect with and appreciate other Tesla HODLers so much.

There’s obviously going to be a countermove from India…not sure what would be among their options but the current regime does not wish to allow Tesla to take over their auto market.

Usually if you let them drive it, it really seals the deal.

My big takeaway from that list is there’s an EV named “Good Cat.” This is why I‘m an exceptional investor.

I find it interesting that Optimus will be joining S & X Plaids at the China International Import Expo next week. Unless the AI team was in dire need of a vacay (well, probably), seems odd to lug Optimus all the way to China unless you had something to show. I suppose it could also just be a...

Today we’re a solar stock. :rolleyes: But not yesterday when the sector was up big.

Everything turned sharply down…not a response to any Elon/Twitter news. Just bear market volatility.

Did we ever piece together the timeline for getting one of these presses putting out test castings after the crate arrived at Giga Texas? Will we see evidence of Cybertruck castings by the December holidays?

You’re so thoughtful to look after the well-being of our robot/AI companions.

Elon selling (each time it happens) is probably the largest magnitude buy/sell event for this stock, short of the S&P inclusion. Real buying and selling is what makes the stock move. There is nothing more certain than knowing a large sell order or large buy order is going to come in (news or...

He said ramps take one year, 50K for 2024.

Future is brighter than ever. But the next 3-6 months is the perfect time for preparatory hibernation. By the way, for the record, I believe Elon’s tweet about the people was referring to Stellantis exec saying “The people have decided, we will be all electric.”

Tesla IR sets an arbitrary number on the refresh counter. They release earnings when we hit the f5 threshold.

Anyone wanna place bets on who’s going to try? I believe it was AJ that got the bite on the Covid bait…

An actual turd is nice but not required for the punch to taste like ish.

What you see is very tame compared to what’s coming.

Well I wouldn’t have thought my Jan ‘23 ITM LEAPs would be in danger but here we are.

In all seriousness does that distinction apply to Uncle Leo? You are no Uncle Leo. I’ve seen your attempts at poetry.

More likely commemorating an inside joke/occurrence at TBC…

Whole market bidding now

Um, the 90s? I thought you were smart or something.

Who in their right mind would be selling 2025 leaps at these levels? Am I missing something?

He said he’s open to it down the road. It was on one of the recent calls/events, either Q2 ER or this summer’s shareholder’s meeting.

I mean technically we’re outperforming our beta *ducks*

IG is a slow drip. It allows billions of dollars to buy in over time, not in one day or one week. Combined with excellent financials from Q3 and Q4, just adds to probability that we’ll see stable moves upwards.

Or he decided to give an Optimus third finger salute to Audie’s disdain for the platform.

Well for those who weren’t able to shake the couch or find an umbrella yesterday, today offers another chance.