Recent content by strangethingintheland

Traded in my 2018 M3 today to a 2023 MS to allow for the Q3 FSD transfer window. ("FSDb will be available after a future SW update." Ouch! I knew that, but wow, how long will that be?) At any rate, my reason for posting on the investor thread is simply a Peter Lynch-style foot traffic...

This. Providing daily transparency would overwhelm the prognosticaters, naysayers, analysts, axe-to-grinders, etc. There would be an initial feeding frenzy and then a gradual die-down to silence, nothing else to say, because the data would say it all. Or at least I would hope so. Nominate for...

I have to agree. In one sense ARK's Monte Carlo simulations are sophisticated, but the inputs are guesses that in my opinion do not get at the fundamental drivers of value creation and resultant share price. It reminds me a bit of the apocryphal story of judging the length of the Emperor of...

I nominate this as a post of particular merit. It is a post full of good information. It also is way off topic and while along with its prior parallel post is not being deleted - No. It will not enter the PPM Thread.

Kudos to Gigapress for Elon picking up (actually exceeding) on his "2nd place with a telescope" line.

'Twas the night before AI day, and all through the house, not an option was trading, not even by mouse Deep learning was hung by the demos with care, while we hoped for marvels Elon soon would lay bare. Spoiler alert: A contrarian take on Optimus. For economic, rather than technical reasons...

I would like to nominate this as a post of particular merit, though I don't know the formal process. It's a specific and concrete story of highly variable stock price over a multi-year period, a price that fails to reflect the steady and objective growth in underlying value.

This. I spend a fair amount of time selecting, investing in, and mentoring startups. Those who receive too much money I call the “victims of philanthropy,” borrowing a phrase from the historian Daniel Boorstin.

QED (quod erat demonstrandum) FTFY. Still agree with the sentiment of this impeccable logic.

I think those of us, myself included, that are hopeful about FSD need to watch our own positive biases. Namely, while it could be any of these meanings, the first one ("a sign it's done") doesn't line up with the current state of development, even given a generous extrapolation. Note also that...

https://www.notateslaapp.com/news/853/elon-musk-on-tesla-fsd-beta-10-13-the-3am-oil-is-being-burned-to-get-this-out

Yes. 2018 M3, safety score has been 95+ for months. Came in last night at 97. Surprised at just how much it can do. But at a relaxing drive it is not (yet).

I have not seen anything public from Tesla. There is one post by frequent contributor elasalle of one driver’s detailed experience, of 6,000+ miles driven on versions from 10.3 up thru 10.9. #321,857 in perpetual investor thread (sorry, can’t seem to figure out how get the link to the post to...

Agree with the point here. But wouldn’t that be 6 orders of magnitude, not 7?