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https://arstechnica.com/tech-policy/2024/05/tesla-must-face-fraud-suit-for-claiming-its-cars-could-fully-drive-themselves/ Tesla is apparently contending in court that full self-driving needs lidar to be achieved.

Don't know if this should go in the Technical Analysis thread (.../s) but here is how TSLA has performed the last few summers after Memorial Day: -2020: $56 to $140 (by early Sept) -2021: $195 to $240 -2022: $257 to $299 -2023: $200 to $245 Make of it what you will.

Beta label is back for 12.4.

Buy a Taycan?

Looks like you forgot a couple decimal points.

On the Q1 earnings call (April 23rd), Lars Moravy said, "Cybertruck had a 1K week just a couple of weeks ago." Assuming the ramp has been somewhat linear, they probably exited March with a ~400/week rate. And then for the week of April 7-13 it suddenly jumped to 1,000/week? Magic 8 ball says...

Q2 deliveries will be interesting. -Europe April sales down 22% vs January. -In the five daily reporting countries that trend continues into May. -Plenty of inventory, timing of ships cannot be used as an excuse. -First six weeks of China sales are down ~5.4% vs first six weeks of Q1, despite...

What is/was being discussed is the conversion rate from the 30 day trial. Elon notes the take rate is higher, without giving specifics. Intentionally misleading or just naive/ignorant? They are two different things.

This would seem to run counter to the 1k/week claims, no?

This is embarrassing.

Multiple shareholder who doesn't kiss the ground Elon walks on is now considered a troll. Sad! Big shouts to the uber bulls who can actually discuss and debate their position with facts rather than plugging their head in the sand and using the ignore button to avoid questions that make them...

It literally says "vote FOR"... Just a CEO demanding $55bn and spending operating capital to make sure he gets it. Very normal.

I gave you a citation of how the company picks and chooses when to share manufacturing run rates and how subsequent weeks don't line up. But apparently that's over now and we should just trust anything they say!

https://www.8newsnow.com/news/local-news/boring-company-accused-of-illegal-dumping-by-clark-county-official/

So your argument is the CEO could be purposely sabotaging the company until he gets paid his record compensation package? And that's a sign he should stay as CEO and be paid whatever he wants?

Probably the same as Berlin hitting "6k/week" run rate once, though nowhere close to 80k/quarter. Sustained rate is more important than a one-time burst rate.

https://electrek.co/2024/05/13/tesla-head-of-cybertruck-manufacturing-out Apparently the head of CT manufacturing didn't want to stick around. Or Elon didn't want him to.

https://electrek.co/2024/05/13/tesla-head-of-cybertruck-manufacturing-out Head of CT manufacturing is no longer with the company.

Reports are they hiring some of the team back. Oops.

This level of management is worth $56bn?

https://finance.yahoo.com/news/tesla-settles-factory-workers-sexual-163402282.html "Hardcore" litigation team didn't think they could win this one, apparently.

https://breakingthenews.net/Article/Tesla's-Model-2-reportedly-shelved-just-before-completion/62034845 More news today of the Model 2 cancellation/shelving/insert term here.

https://kalshi.com/markets/tesla/tesla-deliveries The betting markers for Q2 deliveries. They ended around 412k for Q1 if memory serves. Troy has a new update if you have Patreon access.

No, I based it on the fact that ~70 is 2% of 3,500 and that happens to line up with the right side of the Y axis. Sorry you don't know how to read graphs my guy.

You may also want to read the left side of the Y axis. Note that the cumulative trials (of whatever data sample was pulled) reaches nearly 3,500. 20% conversion rate would be ~700. 2% would be ~70. Where's that dark bar showing cumulative conversions? Oh yeah, nowhere near 700. I'll take an...

Yes...did you read it? They cited a Tesla employee.

Current U.S. GDP is ~$25 tn. Not a serious estimate.

Anyone know someone who works at the factory in Texas? This allegation made in The Information should be easy to refute if it's not true.

Take up your issue with Yipit Data.

Perhaps people shouldn't be so quick to take his forward looking statements as the truth.

Have I missed all the stories of 12V battery failures from running nonstop?

Alleged FSD trial conversion data. So far looks like a <2% conversion rate.

For those who take Musk's tweets as definitive/authoritative "proof," consider the above three tweets, all of which are celebrating Elonversaries today. They were all false.

https://www.reuters.com/legal/musks-x-corp-loses-lawsuit-against-israeli-data-scraping-company-2024-05-10/

https://teslamotorsclub.com/tmc/threads/tesla-europe-registration-stats.61651/ Final EU April sales are in. <14k, which is down from January and April 2023. Where are/were the ~50k "in transit" vehicles as of 3/31? Of the April sales data we have they do not seem to appear, unless Tesla...

https://carup.se/tesla-jagas-av-kronofogden-skyldiga-miljoner/#google_vignette This is quite amateur stuff imo.

How do you think current taxis operate?

Elon said the convoy driverless technology was something they could do "now" in 2017. They have a handful of Semis in their own fleet. Are they utilizing this already solved (as of seven years ago) technology? If not, am I allowed to say he lied about that?

As I've been told many times, "will" is aspirational. I wouldn't call this authoritative, since if/when this doesn't come to fruition you can't say he "lied."

Market is up because investors are pricing in / hoping for rate cuts sooner than anticipated.

Rumors of further job cuts in China.

When was the last time an insider / executive bought Tesla stock on the open market? They're always just selling.

CEO needs a new catchphrase.

Tweet is not entirely accurate - there are three job postings in the U.S. (one is an internship), about 25 postings in Germany, and three internships in the Netherlands.

Most of the premarket drop (presumably brought on by Reuters re-reporting their October 2022 story) has evaporated.

Damned if you do, damned if you don't.

Piling up inventory is not good. They'll continue to scuttle production here and there so that supply drops more in line with demand, imo.