Search results

https://www.jdpower.com/business/press-releases/2024-us-oem-ev-app-report I think there's a tremendous opportunity in the mobile app once Robotaxi is real and Tesla has a widely adopted app in the broader public. Further, the app is probably going to create growth/cross-sell opportunities for...

Superb article on Tesla's home charging setup and some stats: https://www.topspeed.com/tesla-home-charger/

https://www.pcmag.com/news/tesla-supercharger-access-delayed-for-gm-polestar-next-crop-of-ev-brands "Polestar tells PCMag it won't happen until later this year. "The timeline has been adjusted to later this summer, but we don’t have further details to share at this time," a Polestar rep says."

https://sprudge.com/someone-put-a-coffee-shop-in-the-back-of-a-tesla-cybertruck-245395.html "Life, uh, finds a way" - Ian Malcolm, Jurassic Park

If it helps - it looks like, hopefully, I will be an Electrical Panel and Solar contribution to Q2 revenue.

...what if they license it out and burgeon for the development of other competitors in the space like Waymo and Cruise, as an example? Wouldn't they be growing the robotaxi market through pay-for-ride service while, also, doubling up on the revenue from licensing out FSD?

Actually, that should be a good thing for TSLA too. Bigger ecosystem of competitors in a space grows the entire market and TAM...which means analysts needs to re-analyze the TAM and make it larger to fit everyone in as that shows demand past just one player. It's not like TSLA was going to have...

If we're going to attack semantics on my posts regularly, please re-read before you make assumptions. I never mentioned my interpretation on his voiced intentions is Earth or Mars. I'm just interpretating his words about going to Mars. I would highly doubt if someone of his caliber of...

Mars. He just wants to go to Mars.

Here's TSLA's P/S and Market Cap over recent quarters. Source: https://finance.yahoo.com/quote/TSLA/key-statistics With everything they're accomplishing in FSD, Robotics, Autobidder, etc... Some P/S Ratios (most recent): MSFT: 13.58 GOOG: 7.01 AAPL: 7.78 AMZN: 3.23 NVDA: 33.28 META: 8.83...

I mean, you could go further and include software services sales like Track Mode, FSD, etc. on the current fleet and future fleet too. One could assume a 10x+ multiple on P/S if software margins reach 30%+ which is typical of a SW tech company.

Honestly - I think its an easy path to $2T market cap at this point with a 7-8x multiple on P/S because one is assuming $250B in annualized revenue (which they're at $100B already with multiple gigafactories and megafactories to go). So, $650 / share is a peace of cake IMO, its a matter of...

A person makes one mistake...yeesh

https://www.digitaljournal.com/business/tesla-comes-out-on-top-as-the-uks-most-driven-ev-brand/article "The number of electric vehicles is rising across the UK with reports suggesting that at the end of March, there were 1,000,000 fully electric cars on British roads. The car leasing experts...

https://www.recurrentauto.com/research/how-long-do-ev-batteries-last Some great info in this report:

There's going to be another stop on the Vegas Loop opening up soon. The tunnels are getting prettyyyyy close to the airport now.

2 million passengers have ridden in the Vegas Boring loop now. It was a little over 1 year ago when they reached 1 million passengers.

Good articles on a potential avenue to make SSA solvent and expand to what could be considered a nationwide UBI...that is, get rid of / tax the 401k: https://mishtalk.com/economics/will-a-money-hungry-government-take-away-your-ira-and-401k/...

We're living in a nutty 10 year period of time starting in 2019.

Source: https://wstc.wa.gov/wp-content/uploads/2024/05/2024-0516-BP16-ElectricVehicleIncentiveProgram.pdf Thought this would be helpful to people, Income (at least in Washington) is a strong correlative indicator of EV adoption. In a market where people are currently spending less, that's an...

Hi - from my vantage point - in startups and product development, one builds towards an eye on satisfying customer needs in the beginning (get that first customer, then 5, then 10, 25, 100, 1000, etc.). Only a very few know what customers are going to end up wanting before they build it over a...

I really appreciate this thread. My kitchen ceiling lights are blinking in the mornings after the car finishes charging overnight over the past 1-2 weeks ... 3-4 months after completion of a big remodel. Also, 1-2 of my new kitchen AFCI breakers, on a subpanel installed during that remodel...

So, I was reading through the thread this weekend... Can anyone hear make sense of the increase in copper demand and lack of supply (due to electrification): https://www.greencarcongress.com/2024/05/20240520-ief.html ...while having an enormous battery glut soon (due to electrification)...

Fantastic!

I think, from a growth perspective, they should bring back the Safety Score and show it on the app...but with and without FSD enabled. Further - there ought to be a public dashboard showing the efficacy of Safety across the entire fleet using that score IMO.

I did some reading back when Standard Oil became a thing. Anyone else think this era is kinda like the Gilded Age of the 1890's, but with the Internet...and with the learnings of the 1st Gilded Age baked in? https://en.wikipedia.org/wiki/Gilded_Age

I think removing the nudge was not only a signal, but going to be a huge improvement in how FSD feels while its in enabled.

Well, all my custom Google searches around FSD, Restaurant, and Las Vegas Loop are basically non-existent or full or trash results over the past 2 weeks. No one's reporting on the latter two. For FSD, its just a ton of hearsay, rumors, and crapola.

Legitimately, there isn't much to talk about other than Q2 P&D, Annual Shareholder's Meeting, Q2 Earnings, and the Robotaxi Event.

Fantastic use case and cool to see in real life!

Might be helpful, Tesla was trying to get mining operations for lithium in Chile years ago. https://www.mining-technology.com/analyst-comment/lithium-mining-negative-environmental-impact/ Edit: Also - https://www.mining.com/tesla-lobbying-to-secure-lithium-from-chile-report/ And...

I'm starting to understand that everything Khosla, Gates, Bezos, etc. are betting on is to have viable alternatives in the ecosystemS that Elon Musk is creating across all of his current and future companies. Can't have an ecosystem, that's built on competition and capitalism, with only one...

I get where you're coming from, but I do think humans will remain human for those that decide to stay on Earth. If biology says anything, some species decide to find homeostasis in where they're at. Others...well want to go to certain places off-plant whether its space, planets, or star systems...

Then, don't invest. You make your own financial decisions. No one else does for you.

All applications of ... batteries! I dont think much has changed for me due to ... batteries!

I know this question isn't directed towards me, but I found something interesting on my first highway drive without FSD in a week's time: It's easy to tell the difference between the car driving itself, and the smoothness of keeping within the lanes on curves, than when I'm driving and I...

The Boring Company documents for the RFP of the San Jose Airport Connector to the main transit station, Diridon, is available for public viewing: https://www.sanjoseca.gov/your-government/departments-offices/transportation/transit/airport-connector Boring Company did not win on a City...

FSD is such a crazy bet-the-company moment that's really under appreciated or, at least, isn't said out loud enough. It's not just about cars, its about the robotics and services its going to enable and deliver not only so much operating expense savings (i.e. robotics) and huge profit margins...

From the last earnings report: -$2.53B is from the most recent quarter

https://disclosure.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3163780 Don't know if anyone's read this at the bottom:

Your post inspired me to look at the 5-year chart. Legitimately, as the years progressed past the S&P Inclusion at $650 / share (or ~$216 / share post split) on 12/21/2020, the chart looks range bound around the S&P price for 3.5 years so far.

I'm surprised this hasn't been shared yet, Neuralink progress and user experience blog post: https://neuralink.com/blog/prime-study-progress-update-user-experience/

https://www.piratewires.com/p/interview-with-jack-dorsey-mike-solana Interview with Jack Dorsey on Elon, Twitter/X, and himself

In about 2 weeks of starting to use Supervised FSD, my Dad (in his late 70's) feels comfortable with me turning it on with him in the car. It brakes a little too sharply for my mom while in traffic and merging into right lanes while on the Freeway. For me, it's my go-to for Freeway driving already.

https://www.notebookcheck.net/2024-Tesla-Model-3-wins-fastest-charging-in-the-gas-station-stop-test.834919.0.html "Thanks to the integrated experience of Tesla cars with their Superchargers, the Model 3 Highland managed to add more than 60 miles in the gas station test. That's nearly double the...

Personally, I think he was focused on SpaceX in recent years with Starship and building a rocket factory. Now, he's back focused more on Tesla and found hints of entropy in the company.

People are not companies. People are not markets.

Markets saturate over-time. New products/services/companies come in to replace them all the time. The logistical path to Mars is no different...

The old industries have to go away in order to have progress for society.

Maybe if not enough want to buy Tesla solar here on Earth, the Spacefarers and Martians will want to - https://interestingengineering.com/space/spacex-starship-solar-clean-energy-virtus-solis