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  1. Paul_SF

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

    So, what if only the Robotaxi model/s will be allowed for do Robotaxi rides on a dedicated platform? And everyone who wants to share their FSD cars with family and friends would be able to, as a feature on the Tesla app. Each ride being tracked and logged and maybe even have a way to charge any...
  2. Paul_SF

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

    But, that’s the whole point of it 🤣. That’s how they want it, keep the retail out….
  3. Paul_SF

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

    Some people are using different math when they say “6months away” or live on a different planet with a different calendar? 🤔
  4. Paul_SF

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

    8/8 is definitely a deliberate choice for the Chinese market. Great choice of numbers. China will be the biggest market for them robots and probably a Chinese manufacturer will be the 1st to pay for FSD licensing. Edit:
  5. Paul_SF

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

    IF FSD is solved this year( I know, I know...), I expect all cars to sell without it at under 10% margins. And FSD to go up in price. I stand by my beginning of the year prediction Tesla will go under 12% margin this year. It needs to be done, kill the fugging ICE already! NOBODY should...
  6. Paul_SF

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

    So, is Dojo dead or what? By the time it's done will be actually still cheaper/better than an off the shelf NVDA system?
  7. Paul_SF

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

    it sure looks like let's throw everything at them before them numbers come out. this time I'm ready to buy tho 🤣. LFG!!!
  8. Paul_SF

    Wiki Selling TSLA Options - Be the House

    How can one get accepted into that Discord? I'd like to try and learn also! TIA
  9. Paul_SF

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

    the important question is why he accepted the car like that. and yea, I do believe he would lie tbh... he talked smack before and he ended up getting paid to advertise for some ICE company. to me he kinda lost all respect, he's gotten too big and now he's milking everything he can, it's all for...
  10. Paul_SF

    Wiki Selling TSLA Options - Be the House

    OT: I think many of you here will appreciate this clip:
  11. Paul_SF

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

    Dojo question: anyone knows if Samsung Taylor,TX location will be making the Dojo chips for Tesla? The new LPU chip from Groq will be made there also.
  12. Paul_SF

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

    speaking of Dojo, wonder what Jim Keller has up his sleeve and if Elon knows...
  13. Paul_SF

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

    Well, making stainless steel panels it’s way harder than making plastic panels. Maybe gen3 is fully plastic outside, a new type of plastic of sorts. It takes care of everything from paint to cost of replacement. I chatted with a body technician once and it mentioned they were told none of the...
  14. Paul_SF

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

    So now Tesla might be on the hook for billions in legal fees? Tell me again how not everything is rigged and corupt... :rolleyes:
  15. Paul_SF

    Project Redwood (Compact Crossover)

    Why everyone is so bent on Tesla announcing now any new models when it's clearly this year they will have a problem moving +2.1mill cars this year? The economy and interest rates are making everyone delaying their purchase. I get it, everyone wants the smaller car & the van, but you guys...
  16. Paul_SF

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

    So called temporary price cuts in US for Model Y.... Inventory was already discounted more than that and still is... more price cuts are coming for sure... plenty margin to dip into.
  17. Paul_SF

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

    We are not at peak FUD and disgruntled long time shareholders bailing on Elon and TSLA, yet. Looking forward to the next 6-12 months to get there...The new long term shareholders will rotate from all the hot stocks to TSLA and will hold for the next +10X, like the disgruntled leaving now did...
  18. Paul_SF

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

    Crazy to think Meta added 1/3 of TSLA to their market cap in 1 day.... must be all those people betting with their stimmies, right? Right.... I can't wait to see what the hedgies and MMs are reporting as profits this year... Imagine if the game was rigged, they would have made even more!
  19. Paul_SF

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

    But, but... people keep saying Elon never plays 4D chess... it seems he might have them right in another checkmate while they think they won... like they did with the bird stuff... 🍿
  20. Paul_SF

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

    Who's "we"? Don't bother to reply, you're on my Ignore list now! 🤣
  21. Paul_SF

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

    "Will the real shareholders please stand up?" Can Elon/Tesla use this opportunity to find out how many fake shares are out there?
  22. Paul_SF

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

    this is concerning tbh..... this crooks are not to be trusted with anything they say....
  23. Paul_SF

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

    He was being nice and said "Chinese EV market", but he meant global market. Chinese have a way at being diplomatic like that. Competition is good, price wars are good, ICE is dead. Mission accomplished. Tesla accelerated the world's transition to sustainable energy!
  24. Paul_SF

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

    The Chinese are not playing stupid games.... It's truly only Tesla and the Chinese that will survive the Price Wars, everyone else is dead, and they know it.
  25. Paul_SF

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

    What’s more nuts is how ants now think what they say or do makes any difference. Ants used to be aware of this.
  26. Paul_SF

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

    Yeah, but what about when they will make a +100million Optimus a year, in 203Xs? Not even then? I'm joking, of course that will never happen...😅
  27. Paul_SF

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

    Weekend OT: How amazing it is that when Elon started the DOJO project most the people didn't even realize the next few years a chip company will gain +1T in valuation for chips that DOJO is trying to do better and cheaper, because he could see where the puck is going? I remember when people...
  28. Paul_SF

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

    Better make 9 more of this and a new Gigafactory! Not a buyback like those WS puppets scream about. "Ha, and they said we are only a car company"... 🤣
  29. Paul_SF

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

    Oh, it's coming. Don't think the SP will stop Elon from killing the ICE. How many times he needs to say he doesn't care about the SP? :rolleyes:
  30. Paul_SF

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

    It looks like the EVs were just a fad and the world is going to forever run on fossil fuels.... Someone let the Chinese know, poor guys are going crazy with them, they have no idea they are doomed. /s
  31. Paul_SF

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

    Would be a great time to cut the prices tonight or tomorrow also... Price wars are on. 2.1 or 2.3 mill are a lot of cars that can't be sitting around.
  32. Paul_SF

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

    You are acting like this is the 1st time when you see the whole game is rigged and they can do whatever they want....
  33. Paul_SF

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

    Weekend OT, since we talk about Chinese EVs: I don't remember if someone posted this here. That's a lot of ships to move a lot of cars...
  34. Paul_SF

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

    Tesla should announce they are ready to sell DOJOs for anyone to put in their AI centers this year. the stock will triple overnight, future is in chip design obviously..... (1/2 /s)
  35. Paul_SF

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

    check inventory... they list cars not built/new, with 5k discounts.... this will happen.
  36. Paul_SF

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

    obviously is not, as you can get multiple LLMs to write that but no software to 100% drive your car to the supermarket. yet.
  37. Paul_SF

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

    there goes the margin.... I'm getting more and more confident Elon was not joking and we are going under 12% margin this year. ICE dies in 2024! 🍿 edit: some context, Tesla dropped prices in Germany, again.
  38. Paul_SF

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

    Elon must have a crazy plan to want to have F.U. voting power. I'm all for it! Maybe also he's got a plan to figure out how to get the REAL shares to show up, in case of a vote to oppose his 25% voting power, like he's saying? Wouldn't that be so nice for us and not so nice for other...
  39. Paul_SF

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

    Here we go.... 10X of the previous plan? https://x.com/elonmusk/status/1746356897815421025?s=20
  40. Paul_SF

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

    Has anyone thought about doing some rough calculations how much steel will Tesla need for the next decade/s, if all the new models will use CT style panels? If, like the CT, the new models will be 30XSS, a lot of SS will be needed. Wondering what is best, buying it from a mill/s or actually...
  41. Paul_SF

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

    Maybe they will completely stop making M3 LR/SR in US, and make only M3P? Especially with the Gen3 coming makes no sense to have the 3 anymore in US. Most people want the Y now and even more will want the Gen3.
  42. Paul_SF

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

    I said “under 12%”. It can be 10,9,8… We will see
  43. Paul_SF

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

    Elon’s prediction of “this year we kill the ICE” will happen. Like always, later than predicted. At the same time with his other “prediction” that margins can go to(wards) 0%. I predict margins will go under 12% (and everything will fly off the lots). It’s time they give the real death blow...
  44. Paul_SF

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

    https://x.com/elonmusk/status/1740913974135459902?s=20
  45. Paul_SF

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

    As it's the weekend, a bit OT but maybe not: How probable is that Amazon will get into people transportation? I have my ideas about how and why, but would like to hear if there's any that think of this also. Keep in mind they are already moving more parcels than UPS and FedEx. This will not...