Recent content by LordAstinus

Apologies if I didn't make myself clear enough. As I saw several answers to my point, like the above and this one: FSD v12.x (end to end AI) I'm challenging the assumption that once it's x times safer than the best human driver, Tesla should automatically switch to legal L3. To simplify the...

I'm talking in legal terms:An scenario where everybody knows it's L3, they just have a disclaimer to keep it at L2 on paper. It changes the liability and risk equation.

What if, effectively, it does not require driver monitoring, but they keep it at L2 to avoid all the strings attached to L3? They could keep it like that for a while, until they reach a demand ceiling.

Not sure, but on September, 3rd of 2020 (briefly after the first split) this was reported (over 1.2M shares, orders of magnitude higher than the TSLA average): 20200902|88160R101|TSLA|1240984|TESLA INC COM STK (DE)|475.05

Is it just me being wrong or are there some big dogs starting the window dressing or some MMs trying to cover their recent shorting ATM? I have no visibility on order books or any similar market data.

I think it's all about asset imbalance, asset being privileged information, cash, influence or access to tools like naked shorting. None of the retail investors have access to these assets, they do. And they use it as needed. The only thing I think we can do is to try to figure out where the...

Apologies if I missed the post, but has anybody analysed the short-term growth implications of getting to 200GWh/yr in 2022, from 50GWh for 2020? That's 4x!

Keep lowering costs.

Leasing?

I disagree: There are both risks and upsides. I think that the big question is for Institutional Investors: "Can you invest in the company knowing that the CEO is luring Millennials and Gen Z customers like a magnet with his communication style and an extremely fast paced decision making...

+0.040 (0.015%) -> Record low volatility for a Tesla ER...

"Operating cash flow less capex should be positive in every quarter including Q2. As the impact of higher deliveries and cost reduction take full effect, we expect to return to profitability in Q3 and significantly reduce our loss in Q2. "

"We believe we will deliver between 90,000 and 100,000 vehicles in Q2. "

Branding. It doesn't affect the bottom line.