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Producer price inflation blasted off into the stratosphere

In 3-5 years we’ll bop those dates out another 3-5 years, as has been the case since like 2016.

A stark reminder that if it's a good enough time for massive selling by the key-man CEO's brother, it's a good enough time for anyone

You’re thinking Europe won’t protect its industry? I think the days of Chinese products (likely heavily subsidized) flooding countries to destroy domestic competition are gone, the world has become too wise to it. Europe won’t let itself become beholden to car companies based in foreign...

The stock would benefit from some chlorophyll right now

Aside from the China numbers, rate expectations for the year also moved up a bit If gold and bitcoin are hedges against inflation, they might be suggesting not good things here

Have quarterly delivery numbers increased because of seasonality or because there were constantly new factories continuing to ramp throughout recent years? This is bringing up some interesting thoughts about the delivery number dynamics this year, because hitting 2m deliveries in 2024 will...

Add this to the $229million in fees sought by legal teams after the lawsuit against Tesla Directors for overpaying themselves...

Yup it's mostly amusing because they should instead be going after Tesla's FSD processes and standards that allow stuff like this to happen, this is how you end up with the regulator stepping in to tighten things up further.

There have been other accidents on FSD Beta if you use Tesla's numbers, I was more surprised when Tesla put out those numbers and we had never seen any of the incidents on social media or anything. But of course the majority of testers are testing and not videotaping it. Kinda amusing that...

After the clips of fender benders are pruned from the AI training data, this should be good to go. Not even sure why those are in there, that's just asking for trouble

Geofencing doesn't need to mean relying on stuff like HD maps, but it can mean limiting to certain geographies where there may be more training data and certain climates absent of risks that can exist elsewhere. If the goal is to wait until the moment everything is mastered and risk is fully...

FSD pricing was slightly more sensical when the car prices were much higher, but Model Y is being advertised at <$32k right now and I doubt many people shopping in that range are considering software options that are a third of the vehicle price lol Then again I don’t see what real value there...

Who knew end-to-end AI meant the front end of the FSD vehicle following the tail end of another vehicle, Elon's comment about this being much easier than thought is starting to make sense

Guidance will be key for NVIDIA Lucid and Rivian, ouch

Donut behavior is emerging now, V13 will learn how to leave skid marks

I'm personally waiting for wider rollout and more comparisons, but it definitely looks like this is almost ready for wide release as a Level 2 ADAS Watching AI DRIVR's full video makes me wonder if they've somehow biased the system strongly towards following and mirroring lead cars, with the...

The more likely solution to this is driver monitoring and ensuring people aren’t looking at their phones, not Level 2 ADAS that emboldens people who want to look at their phones.

I'd have a hard time calling that a rolling stop, that was no stop at all lol just slowing down to take the turn at a comfortable speed 05:35 for a timestamp

Maybe the initial version was just overfit to the area immediately surrounding Omar’s home and filming locations

Nothing is certain in life except death, taxes, and another OTA update right around the corner that will solve all the problems.

What would Trump do to all these things if he’s elected? I don’t follow domestic politics, like at all, but it sounds as if he wouldn’t be overly supportive.

Not even sure what the market was doing at open Retail sales appear to be going down and PPI is way up, the talking heads are mentioning dreaded stagflation again

Much of the important stuff is hotter than expected, the market just started pricing in high rates through the year

I've heard a few different spins on it from Tesla's side, ranging from that to Elon talking about how Mobileye was being slowed down by supporting so many cars from legacy companies https://www.prnewswire.com/news-releases/mobileye-responds-to-false-allegations-300329427.html There's lots of...

I've heard a few different spins on it from Tesla's side, ranging from that to Elon talking about how Mobileye was being slowed down by supporting so many cars from legacy companies https://www.prnewswire.com/news-releases/mobileye-responds-to-false-allegations-300329427.html There's lots of...

Nobody else wants to put Autosteer on City Streets into consumer’s hands as a Level 2 ADAS, the other car companies are much more likely to put in more limited systems that do fewer things but those fewer things are fool-proof — only Tesla wants to take this kind of risk with FSD. Even...

I’m so torn between being pessimistic and being a permacontrarian right now

Price increases in Germany right after bringing the factory back up from the shut down lol Bearish or bullish?

Breaching the previous ATH will probably require visibility on earnings reaching those 2021-2022 highs again, the stock has come down because the market priced in earnings coming down and earnings are still the foundation upon which valuations are built. The stock went up because the pandemic...

The Fed hasn’t even changed their stance, it’s the market that is unrealistically overoptimistic. Even when rates do come down to any significant degree, which likely won’t happen without first experiencing actual economic pain and labour market loosening, it’s possible they don’t come down to...

The judgment here is that those other shareholders were misled, and yeah they certainly werent the only parties objecting at the time whether public or not. @ the milestones being impossible to achieve, the judgment states that three of the operational milestones were already in Tesla’s...

If such a move were made, I think you’d see a very negative reaction from institutional shareholders who might view this as the company trying to escape the arm of corporate law. Nah not going to happen

An increase in share price doesn’t benefit you unless you sell, and you probably don’t want those big early investors selling lol — they are much more concerned about things like share dilution and fundamental underpinnings rather than stock price movements, they’re looking further out. People...

How does Elon go and move AI to a private start-up? Robotaxis are the main avenue here right and what’s supposed to generate crazy numbers if/when that’s solved, and it’s Tesla that has all the data collected from millions of Tesla vehicles on the road. Granted I don’t think Tesla is the only...

Yeah seems likely that Elon would have known for some time the way this was headed

Warren Buffett would say that if you’re investing in a company from a value standpoint, you won’t be bothered If the stock market shuts down for five years — and that type of thing has happened before. The stock market is just a place to trade pieces of businesses at a price that changes daily...

Yeah well you certainly wouldn’t want to own liability for millions of robotaxis driving around hitting potholes, I give my fiancé heck for vaguely curbing the right rim every now and then

Three years isn’t a very long timeline in investing. The end goal of owning equity in a company is to get dividends paid out from the company’s cashflow, so I think the argument would be that the decreased dilution is what would benefit shareholders in this for the actual long haul — higher...

$$$ going back into EPS would be exactly why the lawsuit was initiated by shareholders right lol, that’s precisely the dynamic here

Dodging potholes and such you'd think would be crucial in the pursuit of taking liability, because damages from that kind of stuff would really add up over a large fleet

@ Dojo, we’ve known since the middle of last year that Tesla was already planning on spending big money this year, Elon talked about it when Dan Levy asked a question in the Q2 earnings call This $500million is merely a piece of that coming to fruition.

It’s good to hear the driving experience is feeling more natural was this was the intent of the Beta program leading up to a final release to the fleet as a Level 2 ADAS.

I think a cheaper car is already priced in, not that Tesla is valued as a car company in the first place

Exactly, those Model 3 trims likely lost the incentive due to the 2024> restriction on batteries containing any components from foreign entities of concern. Next year that same restriction comes into effect for critical minerals from foreign entities of concern, and that will likely be a much...

Interest rates surely aren’t helping but compared to China and Europe, the US is doing extremely well. What about the $7500 point of sale? Rates come down a bit later this year, but starting in 2025 batteries will lose the IRA credit if they contain critical minerals from China / Russia / Iran...

US economy still growing at a crazy rate, GDP in at 3.3% for the fourth quarter

Will that be the trough with workers getting pay increases and COGS reductions mostly wrung out? I guess time will tell Doesn't seem like rates will be coming down to any great extent in the near future though

Historically the arrival of rate cuts is where the market dump begins, the overall market just hit an ATH — how that parses out for Tesla as an individual company though, not too sure about that. But overall the economy is doing quite well, hence the stock market doing so well. Rates likely...

Tesla only has itself to blame for the NHTSA action, with the very loose and risky deployment of this ADAS technology from the public statements to lack of controls down right to the naming conventions It wasn’t so long ago that Elon was scoffing at the idea of using the cabin camera for eye...