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A few points: 1. As investors, the number one thing is that FSD is about to be solved. While we debate what I could call "totally solved" one thing which should drop away, even at the standards of the current version, is that FSD is some sort of experiment that is not worth paying for. Its...

I dont know why it would be “interesting” that everyone would want a car which can drive itself - that’s not “intersting” it’s crazy obvious. The major automakers are now one more release like v13 away from taking a *sugar* the size of the titanic! There is no amount of cheap design crap you can...

I mean, at the current price the market does not even seem to believe that Tesla will be the Apple of cars, when with our own eyes everyone that drives any model of a Tesla (a) it is just as distinctive as any Apple model of anything, and (b) unlike Apple, which at least has smart phone...

I think a few things are going on right now: 1. I am not sure why the US, other than of course FUD driven anti-EV propaganda, picked this quarter to sort of back off the EV adaption trend. One driver of TSLA price is a belief in the inevitability of EV adoption, and oddly in the US at the...

The somewhat short answer is that the actual "grid" defined as lines that have to reach everywhere, the people to fix them, the need to repair them, and the cost of fires caused by them, is higher in California due to large distances and coverage needs. Its also a situation where one might...

And I think while RTs may be more profitable than making cars, RT's only advance the mission to the extent they are adoptable in the location. Unlike EVs, which will basically completely replace ICE vehicles, RT's are a form of transportation, not the potential only form. It would be...

Well, I've had FSD for five years, and the last two weeks were the first time you could use it on every drive. It was an astounding change so this is completely unsurprising to me.

Ok, someone help out here. I just google Los Angeles Taxi rates. Its about $3 per mile. For 400,000 miles that's $1,200,000 How the F is the PRESENT VALUE OF THE CAR worth his $1,250,000? And Los Angeles cab rates are not cheap.

And as a PS, I can even see a fully working FSD with two price points: (1) one price for those who would like it on their personal car. Think anyone but how about the elderly or a single parent who needs the car to just run kids around after school. And (2) a second price, like $200,000, for...

I just think one needs to be accurate. FSD is a profitable product because (1) to the extent it works, people will pay for it, (2) to the extent it works well, other companies will more or less have to license it, and (3) a car that can actually drive itself opens up other use opportunities...

States for me: 1. Keep making cars. As much as the idea of EV robo taxi fleet sounds good for the environment and as an elegant solution to the use of cars, roads and energy, even with v12 its at least five years away. 2. In the meantime, since no other automaker other than BYD or any...

I've been on the boards since early 2019, and a FSD buy since June of that year. One of the interesting things is that over those five years now, its been obvious to me that you could get out a map, and take a green highlighter pen and highlight the roads, intersections, fwys where FSD worked...

I agree, but (why a "but"), I think there is a distinction between someone all in enough to be training to pilot a ship or an aircraft vs. someone who already thinks they know how to drive. And actually, they do know how to drive. That's the tough part. I was thinking how I would train...

Just got 12.3 after having the rest of the FSD suites since 2019. What an improvement. Just incredible. Unless there is some tech hurdle about the last 50 feet, like identifying the correct driveway or parking lot, its solved. No more nonsense about the hardware not being good enough...

Its the framing. Right now, basic cruise control and even GM''s "super cruise" or anything else, even cars that could self park -- those features have been considered and the verdict is they are just part of the car, like a nice stereo or sport wheels. By framing, I mean all coverage of FSD...

there hasn't been a CEO in the history of the world who loved to shitpost on Twitter so much he bought it. Actually, this week was good news on that front. Six months ago, the Don Lemon interview would have probably had a ton of stories and effect on the stock price. Now I think Elon's...

As an FSD owner since 2019, I have thought about this. Any robotaxi network is, for a variety of reasons, about 5 years from the date that FSD is fully capable. The first immediate value is take rate in the existing fleet. The next immediate value is people in the same family, schedules...

FSD profitability seems to me to be in the following stages: 1. Improved take rate on the existing fleet and new sales. This could be this year, but the question is would the numbers be material to the overall profits? Right now, $15K has always struck me as outside the proper pricing...

For whatever reason, my anecdote is that I still don't have it yet, and I got all the other beta versions within weeks of their release. So something different here. My friend has it and said it was the biggest increase in quality of any of the versions he has seen. He does drive quite a...

FYI, I have never seen my car drive through any object, the display has always only had limited things, but once those things popped up they became more and more accurate. And boy, in 2019 its ability to identify objects was really limited. Astounding progress since. But anyway. My...

Hmmm...... Well, I suppose I agree with you. For sure its not like the chain of reaction is (1) camera input - (2) object in video to code - (3) code to screen - (4) screen to physical reaction, its obviously (3) code to reaction and maybe like (3a) code to screen. But I didn't know that...

So, What is really fascinating is that v12 does not show cones. Up until now, from 2019, I had noted improvements were tied to basically by the number of objects the car could identify. It was never a question that, once an object, like a lane line or an off ramp or a stop light, was...

I'm curious. So take a look at the intro to Anthony Bourdain's "A Cook's Tour." A bot slowing folding a shirt to me looks to be many more years away from actually working in a functioning kitchen than the current FSD is from driving without a human. Working in a kitchen not only requires...

Well, I am sure some of the well researched posters could easily cite earnings calls where the Tesla bot has not only been mentioned, but has been mentioned in the context of a future product of Tesla. To now say that well, the CEO is going to somehow cause that same product (is that what...

I think I am one update short of having that work. It looks like it might be 11.4.7 as well. Ugh.

Here is one for the gang. A member of our family who will remain nameless managed to back our FSD equipped HW3 into a car over the weekend. I am sure the alarm actually went off but notwithstanding that ......... Now, some months ago, maybe longer I noted that the display updated to an...

You really have thrown me off with the "what if I sell the house and have to give it away" point, but I always looked at it this way. Say you have $50K. You can: (1) put it in tax exempt 4% bonds and get $2K a year., or (2) install a solar plus battery back up which produces electricity which...

h20, I often envy your system, but I mean, the value is obvious, at least to me. Without my system I would be paying $.23 to $.27 per kwh this year, and who knows how much more, for the minimum of 25,000 kwh I use per year, forever. With the system, I am locked in at $.16 cents for the...

That's a good point, I think its more of a flaw in house valuation, or may go to the fact that this expensive hardware is too difficult to transfer to another house. Putting aside the mathematical ability of the average real estate agent, figuring out how valuable a solar/battery system is...

Without either (a) individualized use battery back up, or (b) utility level back up, individual solar generation in, say California, is basically over. Solar is now, today, at this moment, on a relatively bad solar day, at over 50% of California state wide demand. I have seen it even higher...

As an FSD owner since 2019, I would throw out there that (1) the actual robotaxi market isn't really insane, its a big market, but the demand for taxis of any kind is known, but (2) what follows on from FSD is having a personal vehicle that will never get in an accident, whether you are driving...

Well, its actually like "how much would you pay to be faster by a second," buying the Remac is like $2.2M for two seconds faster.

Thats more than just a good opinion, its a great point. I'm just also interested in all the brain power on this board as to what it means to the company. Frankly, the more I think about it, perfected FSD really is a product that results in humanity needing fewer cars. Tesla is odd in many...

More on topic, I feel, as an FSDb user, that I am an investor with almost inside information, I can see this is going to eventually work. So my ownership of TSLA will be worth more to me than FSD. But as to the worth of FSD: 1. I looked at the take rate of an estimated 9%, shouldn't they...

FSD pricing makes sense if you compare a $70K new Model 3 with FSD with a $70K new BMW i4. But that is only because the i4 is way overpriced. Instead of $6K Enhanced $15K FSD it ought to be $3K Enhanced and $6K FSD on new models. I think the profitability would be higher as virtually...

I'm not sure what is going on with FSD pricing, and unfortunately I am not sure that Tesla is sure. But after our existing FSD Model 3 was totaled I noted that in the used Tesla inventory, from Tesla, mind you, the differential between FSD cars and non-FSD cars is like $1,000. Feel free to...

I heard, so tell me if this is wrong, that Elon just said again that the value of the company is tied to FSD. I mean, obviously alot of value, but I see, from experience with two Model 3s and solar and Powerwalls, that Tesla's main advantage is battery tech and the software to manage batteries...

The amazing thing was always how poor other charging networks were compared to Superchargers. These announcements are great because anything which promotes the Supercharger network is great for Tesla. First, anyone with a non-Tesla is going to wonder why these so called great legacy...

Nice photos of Budapest! I found it interesting that the Chain Bridge, and for that matter all the others, had to be re-built after WWII as all were blown up by retreating Germans.

Since most on this board seem to already have solar, any info on how current solar sales people are pitching these days? I assume they are still going with their own bizzarro "ROI" calculation, which I put in quotes because how many years of avoided costs it takes to get to zero is not a...

Just got the latest FSD beta (I have had FSD since 2019). The march towards it working without intervention seems inevitable to me. But that's for the FSD thread, for the investment thread, have any of the great minds on here thought about how it would be monetized? Right now, the...

Its just what we are used to. As a lawyer, all the people you named, all politicians, all celebrities, and especially all media outlets, both traditional or not, are not "the source" of any information. Let me put it another way, with what I am used to, its only a minimal amount of...

The first principal here is that Twitter, if it stands for anything fundamentally stands for the proposition that a tweet by Elon is on the same footing as the 70,000 responses or whatever by whoever happens to be at a keyboard. Twitter stands for the proposition that we no longer live in a...

Its hard to say whether it is old garbage, I would put it this way. Right now, the stock is trading as if (a) Tesla is just a car company, albeit a successful one, and (b) that part of point (a) is things like FSD and even new products like the Cybertruck and even Model 2 are treated like a...

Texas was hard to tell because of the way financials are set, but Nebraska Public Power has to buy some of its power. It buys electricity at 3 cents and sells it at an average of 12 cents for residential users. For what its worth, California spot pricing does vary, from 4, 5 or 6 cents to...

Charging for the grid based on income makes even less sense then the current bad system, so I am with you there. I will have to go a bit further down this rabbit hole and look at the financials for some other state's utility to see what their ration is. :) It may be as simple as the cost of...

And unfortunately, and I say that for a reason, its not just PG&E failures, which are probably not subject to debate. Its unfortunate because across all the utilities, and even in Los Angeles Dept of Water and Power land, where I live, the ratio of about 20% cost of electricity to 80%...

Down in the Energy forum we beat this to death. You don't have to "believe" that 75% of the cost is infrastructure, because it is a fact not a question of opinion. Now "infrastructure" implies just wires, when its wires, all the people to fix the wires, all the billing structure, repair and...

Not that anyone cares, but it’s Fox that’s doing the gaslighting, and has been revealed to doing as much even before the Dominion lawsuit. Recall that in the movie/play “gaslight” a criminal husband causes the gaslights in the rooms his wife is in to dim, he knows it, but still tries to...

I wouldnt' waste any time doing it, and even after I found out it existed, have never even bothered looking for it. But Elon's a celebrity, why do paparrazzi exist? Its because the general public loves to know what celebs are up to. If my insta feed is anything to go by, somebody makes it...