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I think it's clear that Elon sees that anybody who can afford a $25K car, but not a Model 3, would find it an obvious choice to just use a robotaxi. So FSD means the market moves to robotaxi fleets.Analyst: If you're not doing a 25k car and you said you're thinking 250k cybertrucks a year- how do you get to 3.2 million or more vehicles in 2024 per >50% YoY guidance?
Elon: YOU DO NOT UNDERSTAND FSD!
...what?
If FSD is solved, no 25K car
Nobody believed his time lines after the first couple of years. His reputation on that question is already toast. So lets hope nobody seriously believes it will impact TSLA CY 2022.For all the many, many quarterly calls during which Mr Musk has spoken glowingly of FSD.....he is now doubling...tripling...quadrupling down in putting his reputation and believability on the line with its real, $ impact on Tesla in CY 2022.
Update. Double word score points if you also had “a..s wiping” on your bingo card.. I think someone paid them real $$ to somehow introduce these words or phrases into this call. It’s almost too obvious.okay, Bonus points for swearing on an investor call! Who had f.. g on their bingo card?
... then they talk about diarrhea,LOL "A TREMENDOUS NEED FOR ASSWIPING" I love this man
Dojo will "do something" by this summer, but maybe will be better than existing GPU clusters next year.
Claims Dojo not needed for FSD.... and they're not sure yet it'll succeed (Dojo that is), but they think it will.
When was the first end of year when Elon would be shocked if FSD wasn't better than human drivers? Was it 2019 or 2020? He has no credibility whatsoever on this subject any more. He's playing Lucy and the football to our Charlie Brown.end of 2022 - FSD is safer than a human (Elon would be personally shocked if not achieved)
Not necessarily. Megapacks need chips too. Lots of voltage switching and conversion chips.Which means we should see energy ramp to be significant this year, hence the megapack factory.
For a while I had this notion in my head like "Who would rent out a 50K car to strangers" but the further that Tesla implements its own insurance, as well as the quality of the cameras inside and outside the car, if some knucklehead wants to $%$# in the backseat or a drunkard vomits, than Tesla just pays the bill, and that user is discredited. Similar to what air BnB does but with actual monitoring devices. Pretty amazingThe basics of what Elon was saying is people will pay 50-70k for a Y if they can farm it out for half that cost and then use the other half (clearly Uber will be all over as many as they can buy). So they can just produce a few million Ys and everybody will buy them. They don't need to add a ton of models nor go cheaper if they can just make the cost of ownership factors cheaper. Along with that Tesla will have their won fleet that people will just pay to use instead of buying their own car.
The basics of what Elon was saying is people will pay 50-70k for a Y if they can farm it out for half that cost and then use the other half (clearly Uber will be all over as many as they can buy). So they can just produce a few million Ys and everybody will buy them. They don't need to add a ton of models nor go cheaper if they can just make the cost of ownership factors cheaper. Along with that Tesla will have their won fleet that people will just pay to use instead of buying their own car.
I agree, but this being TSLA, logic rarely applies for very long (except over multi-year timeframes).With the 2.85 EPS and 50% Guidance, I think the AH should be at least what MSFT scored yesterday
I'd agree, that Elon has been burnt pretty badly with these FSD predictions.When was the first end of year when Elon would be shocked if FSD wasn't better than human drivers? Was it 2019 or 2020? He has no credibility whatsoever on this subject any more. He's playing Lucy and the football to our Charlie Brown.