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  1. larmor

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

    Other things that negatively affect Tesla: new product lines, increasing sales, 0.99% financing, stationary battery sales, pivot shift to AI-FSD, Mondays, Fridays, and any weekday time after 10 am EDT.
  2. larmor

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

    Normal minor 5 to 10% increase every two weeks or so, and gradual walk down. Very predictable pattern. Nothing to see, continued car production, continued sales and delivery, continued R&D on current and upcoming models, ongoing fsd video and training using nvidia chips, nope, nothing really...
  3. larmor

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

    Quitting superchargers in lieu of direct wireless energy transfer by quantum photon teleportation. I mean all those starlink satellites just so people can watch more cat videos? And wireless energy transfer, initially envisioned by Nikola Tesla, would be a good use for Mars transportation and a...
  4. larmor

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

    The key to Sam Altman's TED talk from 10 years ago from the example of humans stepping on ants: using multiple AI engines can equal a team of medical researchers working for 2 plus years just by increasing the number of AI processors. So that 200 AI processors might complete the medical research...
  5. larmor

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

    If I can train a 16 yo to drive a car, then an AI engine with cameras all over the car should be able to do this task and learn it much faster. If I get the AI engine to train on videos of people driving cars, then this should happen even faster. AI can take a word phrase and make a movie clip...
  6. larmor

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

    Yes the heads up display is finally here!!!!
  7. larmor

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

    yes, because there are new grants/programs for federal incentives for charging networks. A separate entity could avail those.
  8. larmor

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

    And the winner of the OEM FSD licensing is: Baidu...
  9. 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.
  10. 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...
  11. larmor

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

    And a conference call telephony system that actually works...
  12. 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…
  13. 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…
  14. 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...
  15. 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.
  16. 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...
  17. 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...
  18. 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...
  19. 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...
  20. 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.
  21. 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...
  22. larmor

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

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

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

    One of those specifications is making more money per car than it costs to make it.
  24. larmor

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

    Or schedule a test drive demo with a buyer's new tesla after delivery. It is complex and takes some time to trust.
  25. larmor

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

    They don't need to filter since 99% of Asian drivers are on target and super vigilant about their cars. Anecdote: had a taxi driver in Istanbul watch his Turkish drama on his phone while simultaneously driving in heavy Saturday night traffic. Another: 5+ lane highway from Shanghai airport to...
  26. larmor

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

    A quick round the block in car tutorial of FSD might have pushed me to buy the demo car and leave my 2016 MX behind...
  27. larmor

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

    Canadians will have to wait since they have better overall health care-- long term and chronic care, and they have Lake Louise and Whistler, so they will have to wait it out since they can't have everything...
  28. larmor

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

    This is a great idea. Had a loaner model X plaid with FSD a week ago for a minor repair on my 2016 MX. Knowing all about fsd and having extensive autopilot use on my own car and recent rentals did not prepare me for the FSD experience. They are no longer selling a car, they are selling a...
  29. larmor

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

    But great P&D numbers will hurt more.
  30. larmor

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

    Also other reasons for continued downward price pressure: 1. New factory construction 2. Refreshed M3, presumably easier to assemble 3. New product line CT 4. Rapid progress on FSD with use of AI to decrease injury and accidents instead of just making movies of dolphins riding bicycles. 5...
  31. larmor

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

    As it may seem chaotic, in most of these large cities that I have seen very few accidents. Because the car has so much value and taking advantage of a gap, etc is the norm. In fact if the FSD system responds fast enough, training in an aggressive traffic environment may be easier.
  32. larmor

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

    Looks like it was trained by other drivers, who always follow the driving rules... Lets get training done in some place where this is normal, like any big city in the Asia, and then see the results...
  33. larmor

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

    It should be 20% lower since the current price manipulation err movement is based solely on lower volumes, 1 week new years vacation in China, and MSM constant headline of lower EV demand.
  34. larmor

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

    Consensus should really be 80% of 475k: 380k...
  35. larmor

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

    Cheaper mass produced car requires huge volumes to achieve economies of scale. Achieving high through put on an automobile is going to be challenging whatever way its done-- subsegmentally or optimus or whatever, so does not take a rocket scientist to know that it will be a ways down the road...
  36. larmor

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

    Regarding the last comment above for the market's reaction on volume: Yes and no. In a prior conference call for Tesla, Elon had mentioned that the profit per car would be dwarfed by the profit from FSD deployment and realization. To this point it was even mentioned that they don't even care...
  37. larmor

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

    Other factors which have made TSLA red recently: Beginning construction of a new factory in Mexico with plans for a smaller cheaper car. Possible factory in Thailand Giga Shanghai expansion Roll out of FSD V12 to non employees. Active AI use of rapid learning of driving by video observation...
  38. larmor

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

    Rivian needs to step up its powerpoint game...
  39. larmor

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

    Lunar calendar shifts by 10 days every year.
  40. larmor

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

    Related to AGI and the apple 'car', i'm guessing that when apple saw SoraAI and then knowing how much it spent on original AppleTV content, that funds used to make a car with lower profit margins could have been used for AGI to make a SorAppleTV. Combined with the goggles, certainly more along...
  41. larmor

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

    Maybe collaboration with RACE-- let Ferrari handle the suspension details etc, because with presumably 2000 bhp, such as a Battista or Nevera, will need real race suspension even with thrusters etc. Maybe there is a quantum photon dot type motor in the works? And elon needs time to focus on...
  42. larmor

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

    I know another car company with advanced sensor suite paired with AI that makes more cars every year on a year over year basis, but gets hammered in the market and basically level valuation over several years, despite increasing number of factories and increasing deliveries and cash flow...
  43. larmor

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

    They pivoted to being Car bears....
  44. larmor

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

    I’m also in the 500 mile range camp, while it’s not related to towing or huge road trips, a very common scenario when I was in Southern California is running multiple errands through the weekend, and then running out of range and having to charge near the end of the day, but waiting for the...
  45. larmor

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

    In a recent conference call, Elon mentioned that we don't even care about the profits on the auto business because the wealth creation from release of FSD was going to be transformative. At this point, analysts hooked on the first part of this remark but completely ignored the second part...
  46. larmor

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

    Or work for amazon or ups in the warehouse and deliveries or bmw (although i heard their powerpoint robot is running circles).