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They just did not invest in the 4680 team, the whole thing has basically been a sham. They had a 100 person team working on something that required 1000. That's really on you need to know... 100 person team to deliver a breakthrough new battery. EM is not an idiot. He knew it was not...

The business press is pretty happy with him but he's not the attention whore that EM is. I don't know about the forums, I am fully invested in my sustainable forestry business....sadly, wish I had a few thousands shares of Nvidia.

He was clearly an idiot investor. That said....he's not wrong on his major thesis that EM has not delivered on many promises. As noted Autobidder is an exception as I think that is working and working well. The rest of it though spot on and that's the issue. EM failed to deliver on the 4680...

When Nvidia crashes they'll be folks like that complaining on the Nvidia forums. It will crash.

You do know how Glass Lewis and ISS came out on the issues?

are you investing in Tesla or some other company?

You seem to misunderstand the chart or the issue. The issue (for stockholders) is the lack of growth, in fact contraction. It needed to grow at 20-50% like it did from 2022 to 2023 but it is not, if you were worried that sales had fallen 50% than Tesla should be a $20 stock. If there is no...

The issue is that sales are not rising at +20% which is the growth story the planet needs to see and which tesla shareholders need to see. Tesla is priced as a very strong growth story and sales are not growing and it has nothing to do with red sea, etc. The entire time there have been lots of...

I wouldn't give anyone short term stock advice. However, lots of very savvy people have bailed out of Tesla after the twitter adventure and the lack of focus on EM part and then with a famous poster when they turned to common ad buying in the face of declining sales. So if you sell that's a...

I'd say you were off the mark in some of those and if Tesla is turning to Cravath...well that is interesting and I'll leave it at that. Saying Ehrenphreis is independent is mind boggling to me, not just a business pal of EM but also a social pal that was hoping to participate in all of EMs...

I would say this shows the incredible valuations given to Ai. It also shows that EM is starting far short of the pole position. It also shows that EM can pump a stock valuation. You don't see mark Z launching a separate Ai company though do you? Or S Brin? Other than showing that EM...

I am taking that you didn't actually read it, nor do you work in law, nor do you have a law degree, nor have you ever had a dispute in the Delaware chancery.

I will add that TX jury cases are VERY plaintiff friendly in some courts. VERY. I am sort of shocked any company would want to move to TX, the TX plaintiff bar is ...strong. Also, i would add TX and IL are the two states where Judges have been notorious. But I have not, thankfully, been in...

I really don't get the attention whore thing. Is that why people want a CT? They crave attention?

TX has no regs and in rural but arable portions of TX land is much much less expensive than in CA. Very little is owned by the government, mostly in private hands and many large landholdings- old ranchs that contain thousands of acres. Same reason wind is huge in TX. The flip side is the...

I don't get point 1 at all. 2- Don't think it is relevant-t's just so small a % that it doesn't move the needle and see point 3- Tesla apparently agrees that's why they plan to make a tiny RT 3- you have to have tens of millions of them. If they really want to make 2 person robotaxis then it...

am I wrong that they stopped work on this and fired the team?

That's not the investment question though is it? The investment question is this: Is tesla a dramatic growth story worth huge multiples vs other auto manufacturing companies. That's the issue, it needs high growth rates.

The new graph shows a more accurate pic @UkNorthampton and yes..not as rosy. Slowly losing market which is to be expected perhaps. However is that 100% marketshare? Or are there others missing?

That's it. We can increase safety- especially in regards to drunk driving and walkers in urban areas but we won't impact greenhouse gas emissions without moving the fleet. Agree completely on multi-passenger issue, thats really the issue.

But isn't that also misleading? I mean the EU is forcing companies to sell EVs and those market share dynamics don't include any Chinese firms that are looking to capture 25% of the EU market (CCP mandate). I would say maybe the original article is misleading and they put Tesla in to draw...

There is the assumption...that assumption was built on Uber and TaaS pumped by Tony Seba. It is not built on the reality of transportation- as anyone studying transportation will know. You don't have to study transport patterns to sell EVs other than to make sure the BATTERIES have enough...

absolutely and they should not be able to export profits either.

Yes the operating risks is huge there. Huge. Not only, Tesla can't export profits as cash without permission. I really think GAAP accounting should discount any profits that can't be exported freely. It would do wonders for those making investments.

The glassdoor rankings are very interesting....That is a decade long progression by an HR dept and leadership, from 2012-16 the company stock was not going crazy, it seems they were working to address issues. That's huge in tech. A great place to work...keeps the best people in place.

It is old news

It's one thing to try and fail. It's another to lie about trying. They were not trying to build the Semi. They had no facility nor the batteries, he knew that- he knew he was 5 years out at best. They were never serious, and still are not, about the 4680. 100 people is not a serious effort...

Would you want anyone as CEO who was so stupid as to delude himself over and over again? That's sort of the definition of insanity. Serious question. Or you can assume he's not insane. In which case he's lying. Over and over again. When you know that he has only 100 people tasked with...

So so so many. Anything Semi related in the last 5 years. Anything 4680 in the last 3 years. I am particularily aggreived about batteries and the semi so I pay attention to those. Since this is the FSD thread...it's rife. He knew they were not close to chasing 9s but was selling license...

I agree that people don't pay attention. However, not only have I ridden a motorcycle, in 4 countries, I have been in a truck that has ridden over and through a motorcycle and driver, a rather disgusting fatality. I have personally seen 3 motorcycle accidents, 2 the fault of the cars/trucks...

Of course they will.

Certainly I think most people would be shocked to think it takes longer than a few hours to do it all.

You are correct on point one and your fear is absolutely correct on bicycling. FSD at scale will make it much safer to mix light unarmored vehicles with cars/trucks. Until then riding either with cars/trucks will result in a very high death rate. We need more bicycle paths in the USA.

That's fine with me, it's your choice and you recognize it's dangerous.

If pedestrians decide to run down a highway at 80mph I bet they would have worse than donor cycles 400% increase in accidents and 1600% increase in mortality and I absolutely would not care. Motorcyclist know they are engaging in an extremely risky behavior, if they wish to engage in that it is...

Driving a vehicle with no armor on a highway full of vehicles with 10x the mass, the vehicle moniker is "donor cycle" ...whose brain is the issue? Only 1 person, the person that got on a donor cycle.

big utilities will likely favor Telsa because the purchasing manager won't get fired for buying megapacks. After a while that fades. It's a good/bad sort of thing.

Incidentally I suspect this is partly why he needs shares...so he can't get called on twitter debt if Tesla tanks this fall. I bet he needs to sell shares in July/August/Sept so he can close out debt.

It was so bad that revenues fell so much and hate was so bad he's had to hire an build out teams full of the function he fired...so he lost major customers and his staff is almost back to pre EM days. BRILLIANT. That's why banks value the debt at 25 cents on the dollar.

There is literally no such thing IMO. If that walking scumbag say sit, you must run.

So then you are getting into the very rules that Asimov contemplated https://en.wikipedia.org/wiki/Three_Laws_of_Robotics Can you imagine...what a mind. 1942. So we are simply late to an 80 year old conversation Asimov was having with himself.

Right now only 9 but clearly EM is planning to roll that out in 12.6. Why do you think all the work on flamethrowers and very aggressive driving.

Sunwarrior I hate to say I agree. I think there is much virtue signaling and little real work. In our industry we see VCs sloppy happy drunk to fund "climate tech" associated with carbon credits but when you really pull back the carbon credit business you find 3 VC backed middlemen and...

Why? They could do this to a human driver today? all the rules apply except the RT will have video.

exactly, don't automate a way to deal with a problem. Remove it. Basic tenet of engineering.

ask loss prevention about this

Good question.

sensing platform is all wrong, not disability friendly, hard to clean. If you really designed a rt platform a zeekr is about what you'd want.

The Zeekr is just a perfect RT vehicle. When do tarrifs come into play? This is an interesting development, not great for Waymo maybe.

I still think it would be an awesome work truck but at 40k, not 100k. I can wait. I actually don't want the look at that, pic taking. White ford f150 is about perfect.