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

    Yup, in my sample size of … uh…. Me! Point being generally though that tires are pretty good these days and that robo tire doesn’t look like it solves much. Flats aren’t nearly as big an issue ans they were ans recently ans the 1980s …and a serious hazard will kill that thing about as easily as...
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    A Phoneix grandmother locked out of her Tesla with her grandchild in the back seat

    smashing the window is not going to killl the toddler. This thread is much ado about zero. If there is a serious safety situation with heat, smash the window. If there is not, use one of the “less invasive” solutions like calling police, AAA, whatever. Trust me, I’m not going to think twice...
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    A Phoneix grandmother locked out of her Tesla with her grandchild in the back seat

    Seriously. This happens with ICE cars daily, and isnt news. Also? if there is actualy danger? Just break the frreaking window. It's no big deal.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And at this point -- at least where I drive -- it is starting to look like a solution in search of a problem. I have not had a flat in more than a decade in the East. Though Colorado and Utah have generated one each in the past 15 years.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Toyota's giant new US battery plant meanwhile, which will start prodcutiuon in a few months, is set up for pouch batteries. It's surely convertible to other technologies but not quickly.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That's a pretty startling suggestion. A potential solar power upside to the deforestation of the Amazon basin? There's hardly a shortage of open unforested areaa in the world for solar arrays. The loss of the Amazon rainforest meanwhile is a catastrophe ... at the the top of the list of the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The 3 as a vehicle looks fine, but that price point in the market is pretty flooded. They didn't really get sales volume / manufacturing capacity up and costs down in time and may have just missed the last rung of the ladder. Being in that position with the current market cycle? It wouldnt be...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That conflict exists almost entirely in Elon's head. Biden came up when Detroit was the only game in town and unions ruled the industry there. So when he thinks "auto industry" the only things that really come to mind are Ford, GM and Chrysler and he just can't move past that. Mired in old...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Messengers are sent. Reposters choose what to repost.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Can we not post this sort of thing here? Neither the president nor his son had anything to do with the judge's decision.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The HVAC stuff obviousy could be big if he stays on it... good related diversification, good for mission and bottom line if can drive innovation there.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The market is def making its feelings about the likely long-term effects of the vote known.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    More likely it was partisan political sentiment. State functions in Florida are totally run that way now from top to bottom.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It’s a massive conspiracy! Or? its the SP generally, plus the meme stock aspect starting to abate and maybe the image shift, right or wrong, among the general public for Elon.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The changes are a net positive. The place is 90 percent more civil now, and the conspiracy theory silliness is down substantially.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If he had a Tesla, it’s unlikely he ever drove it or even understand how it worked. And he certainly seems to be doing his best to undermine EVs. The candidate, after spending quality time with Elon, held a rally this weekend where he: “...made several false or misleading statements about...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Could go either way. Depends on how many, at the point the vote is taken, buy into the heavily-funded info campaigns about EVs, climate change being a hoax, the magical wonders of free markets etc.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yah that number has to be way off. It's one of those categories of statistics where what seems to be a minor assumption, or likeey-seeming factor that isn't correct throws things off 30 percent or 300 percent etc. The real number would be impossible to calculate. But it's not zero and it is...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Fauci is about number 30 on the list of things.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It is true that quakers, for example, and others who espouse nonviolence are against spending on weapons and think it is completely immoral, generally a stronger emotion than anti-EV sentiment, yet are taxed and forced to pay for implements used to kill. And don’t squeak about it nearly as hard...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You hit someone else’s car, you pay the cost of repairs. You damage the environment, you should pay for that. One way to look at EV subsidies is to cover or balance out the costs combustion engines impose on all of us. Some sort of simplified Ayn Rand rigid, ultra-disciplinarian view of free...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    He says climate change is a myth, wants windmills essentially banned, NOAA and the EPA dismantled and he is shaking down the oil and gas industries for a billion in political contributions, says EVs can’t be used for trips, is trying to woo unions that want EVs stopped. So, OK.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It’s kinda the opposite. He still hates and does not understand EVs. He’s just not got the cojones to say it to Elon’s face.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes. Yes. Yes. Finally someone puts it in solid, rational thought.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This is veering even futher OT. There are plenty of other places to discuss the inconclusive theories about the origins of COVID-19.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    what you see is what you get. any number of uber bulls here go on about how forthright he is. well, either he is, or he isn’t. The big thing is he needs to quit giving comfort to climate deniers. It is not good for the planet or the stock price.
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    Elon Musk - SpaceX version

    sorry didn’t notice how slowly that thread has been moving. whatever the latest was just popped up in my alerts for whatever reason. Berra will eventually be a footnote at best, But Elon needs to get over not getting a party invite. Immaturity with big consequences for TSLA.
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    Elon Musk - SpaceX version

    It was unimportant. Except to Elon's ego. We all know what the market was doing, who was selling volumes of EVs and whose company had the finest and most efficient auto factories ever built, and solid finances.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Mostly, but not on the supercharger firings. I talked with an executive earlier this week with a US company that makes DC fast chargers and on an unrelated note is expanding production and I raised the supercharger division conniptions with him. He smirked, said it was an obvious opening for the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It’s not a zero sum game. There is nothing to prevent Tesla from continuing to make smart choices as a car company while also pursuing robotaxi, AI, humanoid robots etc.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    FYI: https://www.nytimes.com/2024/06/03/business/electric-cars-becoming-affordable.html?smid=nytcore-ios-share&referringSource=articleShare Good, solid piece undermining the current hogwash about EV sales going down the tubes.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Regardless of the effects on FUD it would be corrosive to truth generally.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    China punches back, though. Hard. And at a time of its choosing.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The systems are not used at the same rate on each given road type. Therefore when they are in use, and compiling the data shown, they are more likely to be on roads where accidents are significantly less likely to occur. When they are not engaged, the cars are likley to be travelling on roads...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    They are unable to compare either data set -- AP or FSD assisted -- direclty with data compiled on the same roads by solely human drivers. Meaning these categories of "primarily local roads" and "primarly highways" can't be set against precisely equivalent sets of human-only data on exactly the...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    the aviation systems also are getting much much better along the lines of FSD.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It has to be the same roads. There is no way to properly compared the data sets. Generalizing by differently-defined categories doesn't do it.
  38. A

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

    He's basiclaly running with them now and does not in any way seem to be pushing back, since they're so aligned on almost every other culture war thing. You can Google examples, life is too short for me to reiterate the obvious.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Right. Sure. He’s playing 4D chess. Sure.
  40. A

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

    No, the data shows only one thing: that the safety of the supervised system is steadily improving. Any claim that it shows safety vs solely humans is deceptive and frankly scummy when asserted by a company purporting to have the moral high ground fighting for humanity. The lie is in the roads...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    “Must be…” is not data. Maybe it is safer maybe it isn’t. But gut feelings prove nothing. And using deceptive statistics to make marketing claims about saving lives is a total BS move.
  42. A

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

    The fact it’s getting safer is important, although not surprising. But the constant, clickbait claim here and elsewhere is that it is safer than human drivers. The available data doesn’t show that.
  43. A

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

    These charts remain hugely deceptive. The "US average" does not even faintly reflect the road mix Autopilot is used on.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And stop snuggling up to the most powerful climate deniers in the land.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Don’t forget Phase 4: Snuggle up to the most politically connected climate deniers on the planet and give them comfort while they cut back room deals with Big Oil and plan to quash the U.S. EV market, NOAA and the EPA next year. Somehow the plan now seems to be undermining TSLA, and the once...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    99.7 percent of those fully freed from driving will just get on the net and waste more of their lives shopping, looking at porn, arguing on forums etc. The remaining 0.3 will be working due to deadlines.
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Sources of investor info sit along a spectrum of credibility. At the far end of that spectrum, you just reject and prob don’t waste time reading it. Reuters is somewhere in the middle as opposed to high credibility at the other end. So it’s generally worth reading their stuff and, as you say...
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    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    All the issues you cite, including the Reuters bylines, are valid of course. As to location it appeared, understand that Reuters is a wire service, like AP (though not as reliable of course, nothing is) so its stories appear in any number of places. That’s its business model, it produces content...