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After making an all time high, I think it is important to split TSLAQ into three main buckets. One bucket that has a direct financial interest in the deterioration of the stock price. The second bucket is just hate for hates sake. The third bucket (much heavier and stronger) has an indirect...

Number of hotel rooms in the USA is approx 5.5 million. A big fraction is dedicated to business people taking flights and checking in business hotels. Once FSD is available, what better way is there than to create a CyberRoom. This will create a significant disruption in both the Hospitality...

CyberCargo van would make perfect sense for the following reasons: Would have same wheelbase as of the cybertruck Durability of Body & Glass Lower maintenance. Lower energy costs Vehicle depreciation spread over one million miles. Even without FSD, price of shipping last mile would be a fraction.

Can anyone explain the split in "Energy generation and storage sales (2)"? I am quite bad in understanding Lease accounting, but this stuff is at another level!!

I also believe it is partly ignorance partly fueled by confirmation bias.The best example for this would be "Autoline TV" interviews on youtube. You see this industry mavericks that have a very different set of beliefs and as an observer it is shocking!

Tesla going into lithium mining and cell production is absolutely necessary IMO but presents multiple challenges: According to my calculations, Tesla will very soon need all 35GW. Tesla vehicles would require 55GW in 2020 and 100GW in 2021. Most probably, the Panasonic agreement is being...

Some remarks: I doubt that there will be a 50% robotaxi! Accountability and legal liability will not be shared! My guess 100% FSD robotaxi will be beta tested in a town and gradually rolled out nationwide then globally! Tesla model 3 and model Y interior is most probably designed with the...

I hope you're right, but I am not sure this is the expected path forward! IMO, the insurance industry has the following objectives: 1. Price insurance correctly! IIHS job is to assess risk not provide safe cars. The bigger the risk the bigger the cut! 2. Grow their market (pie). FSD does the...