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Recent content by gtrplyr1

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

    I do not think this means model 2 is dead. In fact, the opposite. Model 2 (or whatever you want to call it) will be manufactured in a more compromised way than originally planned but it will be available sooner. Tesla absolutely needs a lower priced variant for 2 main reasons 1) one does NOT...
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    FSD experience

    It's time for everyone to get over the name. Tesla has said for MANY years that FSD requires a driver to be present. It's amazing to me how many people find something to complain about with regards to the system. When Tesla did not have the systems in place to monitor if a driver was paying...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That only makes me more nervous. When was the last time Elon crushed a CC? I remember the magic when he would get on a call and basically turn the sentiment around rather quickly, it seems as though his anger these days far outweighs any optimism and that translates poorly. Let's hope I'm...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I agree with many here. 12.3.4 seems like it's a step backwards. But, this is how they learn so growing pains are to be expected. I've got a long drive today, mostly highway where there are few issues but I'm hoping to get a better idea of the update's performance. FWIW, 12.3.3 blew me...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    8/8 event is proving to be even more important than usual. This forum, which is well above the average TSLA investor in terms of knowledge, is throwing around all kinds of theories regarding what the actual game plan is from Tesla. Bottom line is we are all trying to make sense of the events...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    TSLA is no longer a aspirational stock, it is now a “show me” stock. All positive momentum is gone and only the diehard believers remain. Strap in as it can get a lot worse. Sales numbers, guidance, profits are all under attack and the vision for teslas future is shrouded in mystery...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I'd argue NONE of us on this forum have any clue how far off we are but the fact that there is an announcement 6 months away leads me to believe that the engineers at Tesla realize how close they are. I'm going to give them the benefit of the doubt and yes I realize Elon's track record with...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Absolutely I do. 12.3.3. and it's pretty darn good. I'm not saying it's perfect but remember it's just switched to a different architecture on 12 and I'm sure we will see much faster progress from here on out. I can see it doing many drives in smaller geo mapped areas just running on current...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Well, I think the problem was that WS was afraid Tesla would give up on the "model 2". It seemed obvious to me that both programs (low cost vehicle for sale and robotaxi) can not only co-exist, but be complementary. I'm sure this is NOT the way Elon wanted to break this news but like others...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Robotaxi program will shift focus off of P&D numbers and get WS to realize that Tesla is NOT just a car company. Something that most of us on this site have realized for a long time.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Nope, I have FSD and one of the things Elon touted was the ability to use the car to make $$$. Now Tesla will have smaller models (model 2 or whatever you want to call it) to develop their own fleet. It’s coming , if you don’t have FSD you can’t possibly imagine, if you do have it … you...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elon confirmed it’s not true. FSD 13.3.3 is fantastic, I’ve been an FSD user for close to 3 years now and it’s really fun to watch the improvement. This new version is for real and I can totally see a future where robotaxis exist, and it’s not that far away. That said, there is no reason...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Imho Margins are everything. Good to see those trending in the right direction.