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Recent content by larmor

  1. larmor

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

    Imagine changes in climate (previously called global warming) combined with natural variation in weather patterns resulted in flooding of 1/3 of a country-- well it did in Pakistan.
  2. larmor

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

    RT and optimus to deliver packages-- are you listening amazon? Maybe the major auto manufacturer they are talking to about FSD licensing is rivian making amazon delivery trucks...
  3. larmor

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

    And a conference call telephony system that actually works...
  4. larmor

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

    War on volume to push profits: focus on ai and fsd and software margins are huge. License to other oems. Safer than a human driver by 50% (low bar) and take out insurance market… if human life has value and decreased car repairs has value than go to war with ai and realize real value…
  5. larmor

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

    Doesn’t take an AI algorithm to figure out if oil is more expensive gas is more expensive and cars that don’t run on gas will have more value. But regular economics don’t apply to Tesla…
  6. larmor

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

    Macro trading pattern: some positive news, which is actual news about tesla, TSLA raises 5 to 9%, then over the course of the next 1 to 2 weeks, walk down by 1 -2% every day with articles spinning negatively or just plain fabrication (the algo traders job is to fab articles, tesla's is to fab...
  7. larmor

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

    Need to make it possible to see a used tesla, walk around it, prior to placing an order and purchase.
  8. larmor

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

    Lets separate the benefits from EV Semis-- carbon credits, regulations, etc, and just look at the pure economics on a cost per mile operation for the Tesla Semi. It is cheaper, so really its not about anything more than a company saving money on the transportation costs. Credits, regulations...
  9. larmor

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

    An awful but market based perspective. (as everyone knows) In most companies that have layoffs the market rewards them for cost cutting. TSLA is different, always driven down given negative and positive news. Meanwhile AI continues learning how to drive on its own, don't look for MSM to be...
  10. larmor

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

    One of the points of a FSD system was to utilize the car instead of parking it. So a family might not need multiple cars in an FSD world. Can be used to school pickups and kids activities before even thinking about other non family use cases. On a simpler level, the savings from decreased car...
  11. larmor

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

    Improvement is based on the whole AI concept, so 50x improvement would be equivalent to one teenager learning to drive with one parent, and then doing that process 50x in the same month. The analogy is similar to sam altman's ted talk on AI about a decade ago, the analogy was one medical...
  12. larmor

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

    Or watches a drama on youtube while driving in dense city traffic, occasionally on the opposite side of the road.
  13. larmor

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

    Yes pls discuss esp how retooling factories for unboxed building process with smaller factory footprint will increase or decrease cost of production? Just asking for a friend...
  14. larmor

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

    and by rapidly growing competition you prob mean xiaomi... (/s)