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  1. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Again you're failing reading comprehension. I specifically included the possibility that his personal commitment could be related to Tesla, so your claims about "nothing to do with Tesla" is just strawman. He can make personal commitment related to Tesla - such as not selling TSLA shares - but...
  2. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    https://techcrunch.com/2024/05/31/fisker-collapse-investigation-ev-ocean-suv-henrik-geeta/ People underestimate how hard it is to get a competent founder/CEO, especially for a company in startup mode which needs a fine balance between order and chaos.
  3. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Nice Tesla related origin story: https://techcrunch.com/2024/05/31/a16z-backed-zeromark-wants-to-give-soldiers-guns-that-dont-miss-against-drones/
  4. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    No, that's not the only sane conclusion at all. It's his personal commitment which could be related to Tesla, but it's still not Tesla's commitment. This doesn't need 69d chess to understand, it's just basic reading comprehension. However that's hardly the point, doesn't take a genius to figure...
  5. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I find it funny that people otherwise don't believe a word Elon says hold on to this tweet religiously, way to be consistent guys... For starters, he said "my commitment", not Tesla's commitment. And he's also allowed to change his mind, in fact he does this all the time, you can call it a...
  6. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Apple has far more competent competitors than Tesla or other Musk companies, and just as a personal opinion they haven't been very innovative lately (see for example the demise of Project Titan or having to buy LLM from Google/OpenAI), yet Apple is worth $3T right now.
  7. S

    Commercial Crew Transportation Capability (CCtCap) SpaceX and Boeing Developments

    Boeing didn't find the design vulnerability from paper design and study, if they did it would have been found years ago, not a few days before a manned flight. They found the design vulnerability when analyzing an actual issue on actual flight hardware, they could have found this earlier if they...
  8. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    1. As far as we know, Tesla didn't spend any money on anything related to xAI. Elon may have used some of the money he got by selling TSLA shares to invest in xAI, that's the only plausible connection. 2. xAI did not use Dojo chips, they rent GPUs from Oracle (Larry Ellison is a friend of Elon)...
  9. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    While AI is hot it doesn't mean investors would just give anybody $6B. In fact this may be one of the biggest funding rounds ever, 2nd biggest after 2018 funding round by Alibaba's Ant Financial fintech affiliate. That's hardly new to him, both SpaceX and Tesla started from very primitive state...
  10. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This shows investors' trust in Elon Musk has not been eroded, once again proves the so called "brand damage" is BS. Also part of the xAI pitch is that it'll be an AI that is not trained to be politically correct but will speak the truth, and one of the company's advantages will be access to...
  11. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This is why Texas is a good choice for Tesla: https://www.ft.com/content/ef2f6f8e-60df-4ccd-8c4f-ef5cd0eb3176
  12. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Well I guess this is my one Nivida post today, hehe YouGov most famous consumer brands in America ranking: The most famous brands in America | Consumer | YouGov Ratings Tesla: rank #86 Nvidia: rank #1618 That is all.
  13. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yeah, I'm sure the increase in ranking on Glassdoor has nothing to do with the increase of wealth Nvidia employees got from skyrocketing stock price... Well you're just proving my point, a lot of people haven't even heard of Nvidia or its dominance, they just recently heard about it due to its...
  14. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Actually I know a lot of video games and Nvidia. What you don't get is most consumers don't care about the video card in their computers, only serious gamers care about this. Besides, if Nvidia has always been so popular, why didn't Axios include them in past surveys?
  15. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Well for those who claim this is because of Elon, they also need to explain what bad things Jim Farley said in 2024 to cause Ford's ranking drop by 23 places, from 32 to 55. BTW, they have Nvidia as #1 even though regular consumers don't directly use Nvidia product at all and likely never heard...
  16. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This should refute the idea that the recent pivot is because Elon is afraid of Chinese EV competition.
  17. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So you think the best way to motivate him to follow your direction is not paying him what he already earned? That's called extortion you know... Besides, Tesla performing poorly has little to do with him, a lot of EV companies are performing poorly, including Chinese companies that sell really...
  18. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What do you mean "He's got to make it work"? He already made it work, it's been working for over 20 years, that's how he earned the compensation in the first place. But none of these affect my original point, the following are facts regardless of whether you think they're right (as in morally...
  19. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    They want a full time CEO, you know very well Elon couldn't do that since he wouldn't give up his other companies especially SpaceX.
  20. S

    Elon Musk Discussion - Tesla Brand Damage

    There you go, mainstream media suddenly realizes freedom of speech is important, and Washington Post editorial board went as far as denouncing DEI statements. Remember just a few months ago Elon supporting freedom of speech and denouncing DEI is supposed to mean he's a far right extremist.
  21. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Putting aside the validity of this article, Apple's China problem is 100 times worse than Tesla, yet AAPL is at all time high, because reasons...
  22. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    https://finance.yahoo.com/news/tesla-shareholder-group-slams-elon-111239573.html I told you this vote is not about the compensation at all, those who vote no wants to remove Elon as CEO.
  23. S

    Elon Musk Discussion - Tesla Brand Damage

    Elon is vindicated once again, now even WSJ is worried about population collapse: Suddenly There Aren’t Enough Babies. The Whole World Is Alarmed. Remember when Elon talking about this is supposed to mean he's racist or something?
  24. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What Tesla owns can be sold: https://www.teslarati.com/tesla-sells-wireless-charging-unit-firm-wiferion-report/ Or downsized to shift focus: https://www.theguardian.com/technology/2018/jun/22/tesla-downsizing-residential-solar-business-bought-for-26bn
  25. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not BS at all, given Elon already said publicly he's not comfortable continue the AI work at Tesla if he doesn't have more voting control, every investor who vote no should already know this. And as I posted before, people like KoGuan has been planning to get rid of Elon since 2022, they don't...
  26. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Again, if investors vote no, it means they don't want FSD and Optimus, they want a new CEO to return Tesla to a car company, in this case Elon quitting is just doing what they want him to do. If they think Elon leaving the company would mean financial ruins, they wouldn't vote no in the first...
  27. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What would he have done to the investors? A no vote would mean investors don't think he's important to retain, so him quitting wouldn't hurt the investors by their own logic. I mean didn't KoGuan claim Tesla needs a new CEO? So there you have it, they *want* him to quit. Besides, in this...
  28. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There're plenty of examples where people act against their own best interest, and just because shareholders have an interest in the company doesn't mean they know how best to run the company, that's why there's a CEO in the first place. Elon is entitled to quit if this doesn't pass, given...
  29. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There's no indication that they're struggling now. The shareholders voted in 2018 are not the same shareholders today. Why wouldn't establishment hate him more? Tesla today is a lot bigger and it's profitable, thus is a lot more a threat than the Tesla in 2018. And that doesn't even take into...
  30. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    He's never the guy who everyone rallied behind, established interests (big oil, legacy auto, just to name two examples) are against him from the start, and there used to be tons of TSLAQs. The 2020 rally wiped out a lot of Qs, but now stock price is lower they're coming back and this time they...
  31. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I wouldn't be so sure. Yes he has a big ego, but he also has much more ambitious projects lined up than building EVs. For example his ego can be much better stroked by doing this: If he put a man on Mars, let alone build a colony, he'd be remembered for the next 1,000 years, regardless of...
  32. S

    Elon Musk Discussion - Tesla Brand Damage

    Elon Musk is proven to be right yet again, 4 years ago this tweet is used as an example of him being a bad person: Yet today moderates are starting to admit pandemic response is indeed excessive:
  33. S

    Elon Musk Discussion - Tesla Brand Damage

    Yes, let's just ignore all the new features added to twitter in the past few months such as job listing, monetization and Grok. As for losing money, that's not at all unique to an early Musk company, SpaceX and Tesla lost money for close to 20 years, now they're industrial titans.
  34. S

    Elon Musk Discussion - Tesla Brand Damage

    #1 sign of being brainwashed by mainstream media is claiming Elon's take over of Twitter is not successful. How many times did MSM claim twitter will cease to function after Musk fired most of the employees, yet Twitter is still here, better than ever. Like have any of you even used twitter...
  35. S

    Elon Musk Discussion - Tesla Brand Damage

    Yes, it's no staff, so apparently the superchargers repaired themselves, LOL All cables cut at supercharger- Kipling St, Houston TX All cables back at Supercharger - Kipling St. Houston, TX
  36. S

    Elon Musk Discussion - Tesla Brand Damage

    Think about what? The fact that you just compared Elon Musk to Hitler? This just goes to show how delusional the anti-Musk mob is.
  37. S

    Elon Musk Discussion - Tesla Brand Damage

    Right, like mainstream media never lied about Tesla before... Oh wait they absolutely did:
  38. S

    Elon Musk Discussion - Tesla Brand Damage

    You mean YouGov polling is "extreme right wing stuff"? That's a first LOL Ukraine is losing the war just as Elon predicted: Ukraine is losing the war and the west faces a stark choice: help now or face a resurgent and aggressive Russia, you're saying the conversation publishes "extreme right...
  39. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Wait, didn't you guys *want* him to focus on Tesla? In 5 years he'd be celebrated as the man returned US astronauts to the Moon and CT would be the best selling EV truck in the US, the supercharger team move would be compared to his Starlink team move as an ingenious management maneuver only he...
  40. S

    Elon Musk Discussion - Tesla Brand Damage

    Anybody who thinks Elon caused damages to Tesla is delusional. https://today.yougov.com/topics/economy/explore/public_figure/Elon_Musk Elon Musk currently has 47% popularity rating in the US, ranks #1 among business figures. He has been proven to be correct on many things, such as Ukraine...
  41. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I don't think the agreement allows the export of collected data, at least that's not mentioned in the article. And I doubt the Chinese government would support FSD for free given the current geopolitical situation, I think Tesla would have to offer something in return, my guess is the data...
  42. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I assume the FSD architecture would be designed to enable quick fine-tuning for different markets, something similar to LoRA (Low Rank Adaptation) for LLMs (see https://www.datacamp.com/tutorial/mastering-low-rank-adaptation-lora-enhancing-large-language-models-for-efficient-adaptation), where...
  43. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Isn't Volvo owned by Geely? And EX30 is built in China, so it's not really a legacy player, it's another Chinese EV company. (It's surprising how little awareness there is for all the western brands bought up by China, I wonder if there could be a lesson here for Tesla...)
  44. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So overall it's quite bullish, yet since Dana Hull is the co-author, they had to write it as a hit-piece.
  45. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Did you even read the article all the way to the end?
  46. S

    Boeing CEO Says They’ll Beat SpaceX to Mars, Musk Replies ‘Do it’

    He never said that. The TMC blog article is wrong. What the fortune article actually said is: This was mistakenly interpreted to be the crewed flights will be under way in 5 years. But if you look at Elon's 2017 presentation, at around 36:55, it's pretty clear he was talking about launching...
  47. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Big if true: @alojoh commented this probably worth $3~4B, @ChrisZheng001 says his source is someone from Nvidia.
  48. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Well you wanted Elon to be more focused on Tesla...
  49. S

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's been a while since FUD is this thick... 1. Elon didn't use shared backed margin loan to buy twitter, originally that was the plan, but that part was changed later on. This fortune article has a break down of how the funding for twitter purchase works, it did not include any Tesla share...