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  1. Z

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

    I'll reuse my own joke, I like the double entendre.
  2. Z

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

    1) Tesla will be able to relatively easily "solve" robotic perception with their FSD vision architecture. It will have to be retrained with a focus on a much closer object range / different camera locations etc... but that is relatively straightforward. 2) Our brains have [in motor control /...
  3. Z

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

    There certainly could be significant challenges in getting a demo up an running if the prototype still isn't ready and they are only relying on simulations right now, but long term Tesla is at a severe advantage to others. This Facebook AI research note talks about some of the issues I thought...
  4. Z

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

    Rumors that Tesla has already built an impressive robot simulator. thread:
  5. Z

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

    Boy I sure hope they gave you a good Father's Day present.
  6. Z

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

    Ok I’m now getting this feeling the next earnings report is gonna be bullish.
  7. Z

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

    Any decent recovery should put TSLA back over $1000
  8. Z

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

    US EV tax credit renewal still in play, but the added union bonus credit is out. https://www.bloomberg.com/news/articles/2022-06-21/senate-said-to-strip-union-ev-credit-bonus-opposed-by-manchin
  9. Z

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

    All I want to know: Is @StarFoxisDown! finally happy that TSLA is outpeforming macros enough??
  10. Z

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

    Are you a Weight Watchers' investor?
  11. Z

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

    OT: Dogtonomous cars are right around the corner.
  12. Z

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

    I just bulk purchased one of these for each and every one of you. Clearly only nihilistic cats could be behind today's dumpster fire.
  13. Z

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

    Me coming back from a hard workout to a surprising 7 pages of "content"
  14. Z

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

    It all seems worrisome until you realize most Twitter and Reddit users still live in their parents’ basement.
  15. Z

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

    For those of you males who manage to spare enough time away from TMC to have and take care of kids, Happy Father’s Day.
  16. Z

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

    While Tesla is advancing it's camera based perception system, LIDAR companies are lobbying to mandate LIDARs on future vehicles.
  17. Z

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

    I have no use for, yet yearn for a mega charger and Semi https://www.teslarati.com/tesla-adds-active-megacharger-to-frito-lay-in-preparation-for-100-semi-order/
  18. Z

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

    Jim Chanos is still around with some FUD. But hey at least he thinks Tesla isn't going to go bankrupt!
  19. Z

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

    To add insult to Ford Mach-E injury, it's not even profitable any more. https://www.cnbc.com/2022/06/15/ford-cfo-says-inflation-has-erased-mustang-mach-e-profits-but-isnt-hurting-demand.html BTW, that's not profitable while still qualifying for the U.S. federal credit.
  20. Z

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

    Francois is the developer of Keras, one of the most popular deep learning frameworks (on top of TensorFlow).
  21. Z

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    I dunno it feels a little to good to be true. I think I’ll pass.
  22. Z

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

    Only U.S. versions relied on Jim Farley's Callahan Auto for contactor parts.
  23. Z

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

    I heard Duke only accepts perfect IQ scores of 100.
  24. Z

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

    ¿Es la proxima factoria va construir en Mexico? https://electrek.co/2022/06/13/tesla-considering-sites-new-factory-canada-mexico-us/
  25. Z

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

    https://www.tesmanian.com/blogs/tesmanian-blog/lg-energy-invests-451m-to-mass-produce-tesla-4680-battery-cells
  26. Z

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

    I could Dubai the entire eastern seaboard with Boring tunnel fill-in and cheap energy. Wait you weren't expecting me to answer? ;)
  27. Z

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

    More demand problems. Too much of it.
  28. Z

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

    Trying to recruit Elon to TMC. Low odds but hey, Stranger Things have happened like Gordon Johnson DMing me compliments!
  29. Z

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

    2nd line being set up in Berlin that will used 4680 structural pack.
  30. Z

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

    According to Bill Wright, definitely sounds like layoffs happened today.
  31. Z

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

    It is well known you can get gonorrhea from a tractor, so I would assume the same risk in a car as well.
  32. Z

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

    The only logical thing you can do at this point is disown him.
  33. Z

    Wiki Selling TSLA Options - Be the House

    Moral of the story: stop trying to help people!
  34. Z

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

    https://electrek.co/2022/06/09/elon-musk-reveals-tesla-master-plan-part-3/
  35. Z

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

    Impressive unprotected left turn progress in the past year
  36. Z

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

    My 4 year old daughter has always been a good troll, but this unintended trolling takes things up a notch. "Daddy, can you pick out my pants?" "Okay, which color do you want?" "You can pick, as long as it's black"
  37. Z

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

    We need someone to 'borrow' a 4680 cell from his car to figure out its energy density.
  38. Z

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

    Let's see if you resist getting triggered by this headline. https://www.bnnbloomberg.ca/ford-s-electric-f-150-comes-equipped-with-adapter-to-rescue-teslas-1.1775958
  39. Z

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

    I’m closely monitoring if someone needs to be admitted for exhibiting TSLAQ tendencies

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