Recent content by lazybot

The test cars seemed to be european spec based on the shape of the rear license plate holder, so I am guessing these are made in China. So what is Tesla's rationale behind making the new model 3 available for review so early in the NA market when the earliest they are likely to launch is Q1 2024...

The article comes off as a shallow and selective narration of facts with a one sided perspective. Elon's perspective on these facts, which he has talked about in depth on multiple interviews and tweets is severely missing. It presents an alarmist view of the dominance of Tesla and SpaceX with...

Weekend OT. I am currently watching this youtube video of conversation between Hugh Hendy and Mark Spiegel. I did not know who Hugh was and he is niether a bull nor bear on Tesla. I found it entertaining to watch Mark being roasted by another short seller for being emotional.

My understanding is that he did not follow through with the take private deal as there was no way to include retail investors. He mentioned Cathy Woods in the testimony today as having asked him to not go through with the prviate deal as her fund that has a lot of retail investors could not hold...

With out knowing the regional distribution of the difference between production and delivery it is hard to speculate how much of a slow down there was in the US and China where most of the production capactiy currently is. In the US the slowdown could have been anticipated due to IRA and to some...

Martin Viecha provided some explanation for the increase in difference between production and deliveries. It makes sense that increasing volume of deliveries would lead to increase in transit

I am not sure if this has been posted here. Could this be the reason for the selling pressure?

The continued drawdown of the stock price has me seriously reconsidering my early retirement plans as TSLA is a significant part of my networth. I continue to HODL and when I look back I have added about 15% to my TSLA stock position this year with most of it at the top. Obviously I would have...

The twitter account TeslaReal impersonating Tesla twitter account is still not suspended more that 3.5 hrs after the tweet was posted. So it seems any corrective action to suspend impersonating accounts is manual at this point. It is unbelievable that Elon decided to roll out paid verification...

"The attendant worked as a member of the cabin crew on a contract basis for SpaceX's corporate jet fleet". They are trying to make this a me too movement against Elon "if any other women have been victimized by Musk, they ought to come forward"

I think it is going to get worse. New Business Insider hit piece "A SpaceX flight attendant said Elon Musk exposed himself and propositioned her for sex, documents show. The company paid $250,000 for her silence". Elon's response "If I were inclined to engage in sexual harassment, this is...

👆Democrats have been going hard at Elon personally (SEC harassment, wealth and taxes) and against Tesla (NHTSA investigations, racism lawsuits). Elon probably sees Dems stepping this up big time as we get closer to elections. With this republican shift he is probably hoping to gain some...

Elon's timing on Twitter aquisition probably could have been better? He could have waited until Q1 results were out so to as to make it obvious to every one that he is paying a premium for a company with bad financials.

I agree with your views on FSD and robotaxi. While I believe Tesla is ahead of competition in solving autonomy there is going to be a long tail of edge cases that need to be solved mostly at the software level but potentially some at the hardware level(camera limitation, compute limitation) I am...

One sentence from Gary that summarizes it "Tesla didn't miss, they had a bad conference call"