Recent content by generalenthu

It sounds to me like there is nothing stopping the judge from citing a benefit to the shareholders and ordering Tesla to pay the lawyers. The optics look horrible. I am sure that the lawyers are gonna make a case for a couple of billion and the judge may reduce it to a few hundred million. Would...

https://www.ft.com/content/9c027da5-612d-46b2-870b-684e640ed7be

VW cutting BEV production because, reasons.. https://www.msn.com/en-gb/cars/news/volkswagen-slashes-electric-vehicle-production-amid-strong-customer-reluctance/ar-AA1dfIEn?AutomotiveVentures

Tesla hiring folks to train LLMs on Dojo! I didn't think this would happen after x.ai. https://www.tesla.com/careers/search/job/machine-learning-engineer-llm-autopilot-ai-dojo-188992

This here. Despite the doomer headlines this is like QE, where government is spending as usual without draining that money by issuing debt. They're raiding the couch and spending it. The coffers will be refilled once the ceiling is raised. That will be like QT on steroids. Not looking forward...

probably highest ROI is going to be showing some key word based ads for those searching for things like a CR-V, RAV4, etc. A lot of these ppl may simply be blind to the Model Y value proposition. Ironically, Y is selling very well in the US. If anything the 3 may need more demand but probably...

Ha, nice pivot from let's buy advertising to, let's sell advertising.

Toyota was hampered by chip supplies. They just released their Q4 earnings, which handily beat consensus and released next year guidance which had increasing sales and profits across all regions due to improving supplies. This does sound fishy as the gains in Tesla volumes have to come from...

Let's see. I think the unboxed build process has to be tried on a lower volume line. While it's less than even odds, I wouldn't mind a surprise. Also now that giga mexico is breaking ground soon, and to the extent that it's a machine that builds the machine, it's necessary to deeply understand...

I have seen no speculation on the highland 3 production starting in Shanghai. Seems like no cell phones are allowed, which is pretty nuts, if it were a run of the mill Y casting for 3, and some minor front end changes. So some juicy speculation is warranted and here is my guess: I think Tesla...

No kidding. pull up a 5 yr chart of Autozone (AZO, no position). They will be doing very well for the next few years as used cars are kept on the roads for longer and longer.

Very interesting!!

Cut it by 69. All the newspapers will run a news story. Free advertising!

The AWD LR 3 is more expensive to make than the Y. So it's only available in performance trim. This should be remedied when highland ships. Tesla does care about margin, but that's a secret. Psssshhh..

I am with @Ogre on this. To a significant extent this is already reflected in the valuations. I think Tesla is fairly valued here if you believe robotaxi is not a thing and FSD will never sell in significant numbers (street view), assuming some execution uncertainty. Since shorting is not a...