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  1. R

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

    I'm used to see more Model 3/Y than large sedans (because I live in a country with human-sized roads), I can't unsee the extremely long noise of the S in this picture. How many engines, radiators, oil reservoirs, cables, and other big boxes of stuff can fit in such a huge frunk? Or is it the...
  2. R

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

    Yet they don't answer emails sent to [email protected] 🤔. I have 15,000+ shares and cannot get a single response from IR to help me vote.
  3. R

    FSD discussion

    Obviously. I'm afraid it's against Elon's vision though, as he's shows he doesn't like the idea of sharing trips with strangers. Would Tesla be okay with developing a system to build social trust and convince people share a vehicle, without knowing each other? I don't think so, but that would...
  4. R

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

    Are they? Try getting a response from the board/shareholder relations (Contacts - Tesla) when you have thousands shares, want to vote, but can't because brokers say only Tesla can provide proxy materials. AFAIK, only a few brokers will allow shareholders to vote. Note that I did vote all...
  5. R

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

    3% is much higher than 2%. Just like 409.97 is much higher than 174.78.
  6. R

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

    Idem. I'm unable to vote my ~10K shares held at BoursoBank (#1 broker in France) but I did vote ~5K at IBKR. I did get the proxy materials every year before from BoursoBank (since ~2012…). I'd prefer not to transfer all my shares to IBKR because doing taxes for accounts held abroad is a real...
  7. R

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

    Why don't they say this publicly? Any tweets from workers saying how good that deal is?
  8. R

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

    Tesla is unable to communicate about the affordability of their products to the mass. So Tesla lay off workers, drop prices, offer low rates, and advertise to consumers who Teslas owner or supporters who don't need a car at the moment, waiting for something to change. The CEO also says they're...
  9. R

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

    This annoys me a great deal. I cannot vote my 15,000+ shares because my broker (Boursorama) says the proxy materials should come from Tesla but I'm not receiving anything from Tesla. I've asked Tesla (IR) about this weeks ago but IR does not answer. Why paying ads when you ignore the people...
  10. R

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

    Legacy wouldn't scale back today if Tesla was still aggressively taking their market shares. That isn't the case anymore (for how long?).
  11. R

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

    Some trader who made money on $GME (by) federating a group of HODLers/gamblers on Reddit. They like to read tea leaves in memes and to circlejerk on the /r/wallstreetbets, just like we do here with Elon's infantile shitposts. Keith Gill - Wikipedia
  12. R

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

    Why have expensive ICE been selling better than EV recently when EV prices have dropped further? When non-Tesla EV manufacturers slow down production, we should Tesla to sell more EV especially when Tesla reduce prices and improve their offering significantly. A global slow down in auto sales...
  13. R

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

    Elon said "completely retrained models" but you say "on almost completely new training data". models != data I don't know much about Tesla training FSD, but I work at company that mostly does deep learning on images and and videos. We keep retraining models on the the same data, or most of the...
  14. R

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

    Did you read my initial post? That was: But that wasn't enough I guess. Also, my "bad human" reply is not to the video but to to the comment that "He is lacking an understanding of physics and leverage as in moments!". Maybe the "/sarcasm" was missing there too. Because the video is...
  15. R

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

    He trusted Tesla and their OTA update for closing a frunk safely. Bad human!
  16. R

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

    Most of these are the "BEV" unit of OEM with with better sales (when all types of vehicules are included). That's my point! Would love to see the comprensive list, together with the drop in ASP. e;g Stellantis (4th largest OEM) had 10% drop in global sales YoY, but +8% growth for BEV (and +80%...
  17. R

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

    So what's the best explanation for the slowdown in Tesla's sales, when they keep lowering ASP and improving offering, while ICE sales don't drop as much/fast? This scenario goes clearly against my bullish thesis and I'm unable to provide satisfying answers to the questions I get. I've ready the...
  18. R

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

    Everything Is Awesome in Tesla land, sure. But as an investor with 15,000+ shares (that is, all my money in TSLA except for some Redwood Materials), I really want to know about what Troy and others have to say about 2024 Q2-Q4 sales. Especially if it's negative. Thank you for the link...
  19. R

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

    Robotaxis aren't made for long distance trips: who does 500 km rides in Uber? So they went balls to the balls and scrapped the whole supercharger project. Obviously. s/ or not.
  20. R

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

    If so, why is Tesla silent on this? The CEO has no problem diving headfirst in the political arenq when it's about pronouns, immigre and taxes - no issue whatsoever to pick on and troll opponent - but crickets when bad regulations hinder the transition to renewable energy 🤔
  21. R

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

    I'm not seeing the car brake before she disengages.
  22. R

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

    Would you sell shares in TSLA if you could buy into xAI today?
  23. R

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

    You're saying "there's no hurry for them to transition over a short period of time. Their sales are increasing, while Tesla's are decreasing". But who cares about a tiny increase of dinosaurs' EV sales when it's still insignificant – to their overall sales as to the global auto sales? EV sales...
  24. R

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

    Yawn World premiere at CES: Volkswagen integrates ChatGPT into its vehicles. I just don't see how Grok can get much better/cheaper than other LLMs chabots. OpenAI can easily undercut Grok on price, as they can have many more customers, in auto but all other industries (so more data, and more...
  25. R

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

    I haven't tracked the average TTM (time to market) for Tesla products over the years, but it sure does seem to increase considerably, for everything (except OTA). I can't wait to know how fast Tesla will be with the robotaxi.
  26. R

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

    This reminds me of something secured…
  27. R

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

    Source? I heard rumors but none seem substantiated. From I can only deduce each have more than 30K.
  28. R

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

    https://europe.autonews.com/sales-market/europe-sales-fell-3-ev-demand-declined-11 Europe sales drop in March as EV weakness persists Sales of plug-in hybrid vehicles rose nearly 1%, outpacing BEVs and gasoline and diesel models.
  29. R

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

    Tesla & x.AI: What relationship do you expect between the two companies? We heard Elon say Tesla is building an extremely compute-efficient mini AGI for FSD. Since the mission of xAI is to achieve AGI, the companies might end up doing the same work twice when training models on vision from...
  30. R

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

    Reliably enough to have no driver?! Definitely not.
  31. R

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

    How does that compare to the recent car sales trend in China – ICE and PHEV included?
  32. R

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

    I counted 246 accelerator pedals /s
  33. R

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

    Oh no. I'm the biz dev director of an IT company and I'm taking a half-year sabbatical next month. The plan is to bike from Vienna to Istanbul before traveling across South America. I got a stock package a few week ago so I hope I won't get fired from the company when I come back. Oh wait, no...
  34. R

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

    When did we consider Tesla an automative company? Last I did, Tesla's market cap was 50 billions.
  35. R

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

    Layoffs are one thing. Resignations from top execs is a whole different one. And we've been waiting for the "after-10K" talk for months now
  36. R

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

    Rohan too What's going on? Rohan was active on X hours ago, talking with customers about Tesla's future development
  37. R

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

    More about the theory of the pedal slipping https://www.cybertruckownersclub.com/forum/threads/canceled-delivery.14584/page-3#post-284315 (note the username…)
  38. R

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

    (pedal can get stuck in trim mirror: Possible explanation for the delivery halt 😨
  39. R

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

    Or Tesla is cutting unnecessary costs, starting with its X Premium+ for Business subscription /s
  40. R

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

    Big FSD regression for unprotected left turns with v12.3.4
  41. R

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

    https://electrek.co/2024/04/12/catl-unveils-tesla-megapack-competitor-claims-zero-degradation-tener/
  42. R

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

    Are these cells not good enough for Tesla stationary storage? It makes zero sense to end up in a battery glut when climate change speeds up, Tesla vehicles sales drop YoY and energy storage deployment grows only by 30% QoQ. I though it would be10x easier to assemble, manufacture and ship...
  43. R

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

    Some trends to explain this phenomena Thread by @Travis_Kling on Thread Reader App
  44. R

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

    Not available in France either. Anyone knows why?