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Recent content by damonbrodie

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

    I'm curious - are folks here impressed with the physical demo at the beginning of the presentation? I'm personally surprised the demo was about the Bot walking. There is nothing really novel shown so far.
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    Near-future quarterly financial projections

    The other one to track will be Tesla Daily (Rob Maurer). We'll likely see that estimate at the end of next week when he's back from vacation.
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    Near-future quarterly financial projections

    I find it useful to get an average of the quarter EPS projections. Here is what I've tabulated so far: Source Q3 Estimate (GAAP - Diluted) The Accountant (TMC) $1.25 Gigapress (TMC) $1.32 petit_bateau (TMC) $1.28 Tesla Economist (YT) $1.64 James Stephenson (YT) $1.25 Wall Street...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    He's adding more reasons. Court case still set for October.
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    Lidar lost Tesla the robotaxi?

    there are all kinds of problems with snow. LiDAR and radar aren’t reading snow covered road signs either. Bad weather is a usecase to be handled after fair weather fsd is solved.
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    Lidar lost Tesla the robotaxi?

    I think they have worked really hard to avoid doing any of this. Maybe I'm wrong, but if you get into manual pathing then that data has a shelf life as things slowly change over time. I expect they have been taking the "high road" on this and trying to keep the pathing as a pure algorithmic...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Any only a little more than a month away from P+D numbers for Q3.
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    Lidar lost Tesla the robotaxi?

    One possibility is those people are wrong and have a proclivity to that topic and enjoy debating it :) We are literally watching 10.69 rolling out and are seeing AMAZING results over just the previous release on top of the fact that the management team at Tesla have been reiterating they think...
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    Lidar lost Tesla the robotaxi?

    The sensors on my Hyundai go crazy when I'm backing up in the snow. To be honest, I don't think any form of robotaxi will be running in a snowstorm. Certainly not for several years beyond any initial introduction.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Any they will only ship them if they sense that there will be a request by the German government to use less gas/electricity. Edit: Ninja'd by Mengy (above)
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    Lidar lost Tesla the robotaxi?

    Robotaxi and autonomous driving are the same thing from the car from a driving systems perspective. Robotaxi layers on the "taxi" part in the software that deals with payment, hailing, etc. At least one of the options on the poll should have been "Tesla updates to HW4 + the new Samsung HD...
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    Lidar lost Tesla the robotaxi?

    The items in the poll are skewed to a specific perception. (X) Tesla will win autonomous driving because they chose a superior approach with hardware and the latest AI tech.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    How does the IRA help the stock price? Tesla can sell up to the production limit of the factories. They will do that with or without the rebate.... (not trying to be sarcastic)
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Well those EVs don't last one year :cool: If a Tesla is on the road 10 years and they make 20M cars a year then it takes out 10% of oil.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    pre-market for TSLA looks ugly right now. $888 down 2%. No real news to go on - maybe worrying about suppliers and power in China? Edit: Seems rough across a basket of tech stocks I just checked.

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