Recent content by EVNow

LOL. Apparently the "quit period" doesn't apply to announcing RT reveal on 8/8 ;)

What exactly are you trying to say ? Are you saying - Reports of Model 2 being put on hold are completely false ? - There is no "pivot" ?

Which one ? ;) Its not just that - more specifically - FSD adoption by other OEMs (or some such unimagined news) can propel SP. We know how FSD is progressing - that is easy to figure out, since a million of us have FSD in our cars. But some FSD adjacent news that can propel SP can't be...

Dude - you are assuming your speculation is "obviously correct". There are a ton of other possibilities. After Reuters report came out (I bet there is a lot of truth in that) - Elon said it was a lie - but made many moves that corroborates what they said. It has been "blindingly obvious"...

That doesn’t mean FSD will magically happen. Until something is done - we can’t know whether it can be done. May be it’s like cold fusion and won’t be possible in our lifetime. A good example of something similar is Netflix deciding to abandon DVDs and going to streaming - long before it became...

I won't take that for granted. History is full of people who should have checked before proposing something, but didn't.

Even a "false ChatGPT" moment. All it will take, for eg., is for an announcement about one of the OEMs adopting Tesla FSD - with absolutely no change in the status of FSD capabilities. Could happen this year or in 2030.

What does Tesla do with all the disengagement data now ? They need to have some way to classify them to address them, right ? I'm assuming some kind of semi-automated way to do it. Same for the voice recordings (which would be transcribed and sanitized automatically).

I've 155 and 150 puts sold for tomorrow. I'll probably take the shares at 155 - those were assigned calls at 210 ;) Will roll 150 puts. Those were part of "tax harvesting" assigned call sale from last year at 182.5.

VIN assignments have been happening - just the deliveries have stopped. When they resume the deliveries, let us see if anyone reports.

While I can see responsible companies hedging for various political outcomes - making huge strategic decisions based on WAGs would be ridiculous.

What I'd like asked is very specific. Start giving us hard data every quarter that we can track the progress of FSD, instead of "realistic" timelines, Elon is so famous for. - Take rate - # of subscribers - Miles per disengagement (classified by seriousness)

Yes. Thats blatant propaganda site. It has nothing to do with Tesla "values" (unless they mean stock price or such).

What is intelligence, anyway ? It’s not a trivial question.

Are you talking about CYBRLFT ?