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  1. Dutchie

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

    I just cannot believe that news outlets just publish these stories without a little critical thinking. If that were to happen it would imply a market cap of about 50 billion. If you look at the financials that is about the same amount of the total current assets with about half that in cash. I...
  2. Dutchie

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

    Tesla is already trading on a high P/E ratio. Wall Street just sees lower margins and declining revenue at the moment. All this talk of Elon is great but all Wall Street cares about are the numbers. They are not there at the moment. I do think margins will increase again later this year. Then...
  3. Dutchie

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

    Can’t follow it live this time. My daughter is graduating this afternoon. To be there was (a bit ;)) more important than the shareholder meeting.
  4. Dutchie

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

    That is great. We shareholders bailed him out this time. Hope, he learned his lesson and stops fff-ing around with his “ taking Tesla privets” tweet putting family members and buddies on the Board, the whole buying Twitter drama. Just do what you are good at Elon and stop with this sh..t!
  5. Dutchie

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

    Exactly. He hinted as much. It looks like the retail investors will overwhelmingly vote to rectify the package. If it doesn't go through it is because of the institutional investors. Elon cares about the retail investors and not so much about the big guys. If we retail investors will back him...
  6. Dutchie

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

    Sorry, have to push back on this. We wouldn't be in this mess if the Board did his homework and structured the pay package in 2018 in a correct way. This is all the fault of the Board. To put it on shareholders who got NO now is disingenuous.
  7. Dutchie

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

    Finally submitted my votes. I was thinking hard about moving the company from Delaware to Texas. I though at first it was a childish tit-for-tad reaction by Elon. However, I saw a YouTube video that convinced me to vote for. I dit vote against the appointment of Kimbal Musk and James Murdoch...
  8. Dutchie

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

    Yeah you are right. I should separate these two thinks. Thanks for showing me. I just voted.
  9. Dutchie

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

    I have the proxy statements for a couple old days now and I don’t know what to do. On the one hand I feel it is not fair to come back on what has been agreed upon. On the other hand I feel that Elon doesn’t care about us - the Twitter fiasco still stings. Also the ever increasing outlandish...
  10. Dutchie

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

    Why not? Remember, it is not just solely Elon who build the company. The company was build by all the people who work there. If your CEO treats the people who help you build the company it says something about you and how you view the company. As for the fact that Tesla and SpaceX are the most...
  11. Dutchie

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

    Ridiculous, you are not talking about shares you can sell and buy back a couple of days later. We are talking about people who have commitments based on continuous employment and people who have emotions. This is not how you treat them
  12. Dutchie

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

    Wow, only 20? https://www.theverge.com/2024/5/7/24151077/tesla-autopilot-nhtsa-recall-crash-data-request
  13. Dutchie

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

    It does do worse in the beginning. For instance; bringing my daughter to school - when going into the grounds the car needs to turn right followed by an immediate left turn. The first couple of days it could not do it. Now it nails it every time. Picking my daughter up from school; there is a...
  14. Dutchie

    FSD v12.x (end to end AI)

    Chuck always test it right after installing a new version. My experience is that it takes a couple of days for a new version to “settle in”. I find that FSD preforms much better after a couple of days of using it. (I don’t Know why or how, but it is just my observation)
  15. Dutchie

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

    Without ASML there would be no Nvidia, there would be no FSD, there would be no AI.
  16. Dutchie

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

    Chuck always makes these videos right after he installed them. My experience is that it takes a couple of days or weeks for a new version to “settle in”. In the beginning FSD it always performs way worse than after a couple of days.
  17. Dutchie

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

    Hopefully, I made a huge contribution in the training data today. I had to make a very hard brake while on FSD supervised. My car wanted to accelerate into the roundabout right when a car on the roundabout was approaching. I prevented a 100% crash if had let FSD do its thing. I don’t blame...
  18. Dutchie

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

    Heard a suggestion yesterday that Tesla should stop offering FSD as a purchase option and go for a subscription offering only. I thought it was an interesting idea.
  19. Dutchie

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

    Ok, after two, weeks, I stand corrected! FSD does much better than when I first installed it. I don’t know what it is but is seems to learn on the fly. it now sometimes uses indicators when approaching a roundabout! It is a bit inconsistent though. Sometimes it drives like a grandma and...
  20. Dutchie

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

    Had to look that one up. This thread is also great for expanding your vocabulary
  21. Dutchie

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

    Well, well. Look at the investors darling NVDA…
  22. Dutchie

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

    You only drive the wrong way around
  23. Dutchie

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

    I have read from people in Canada having a similar experience. Perhaps it is a regional thing
  24. Dutchie

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

    After been reading and watching enviously for a couple of weeks about the hype of V12 I finally installed V12.3.4 yesterday coming from V11. Believing in the hype I was ready to invest more in TSLA, but having experienced the new version I will hold off for the moment. Compared to V11 I find...
  25. Dutchie

    FSD v12.x (end to end AI)

    Had my second drive on V12.3.4 coming from V11. I am not that impressed. Yes, it is better than V11 but marginally so. It still has some slight phantom braking, I still have to use the accelerator to help it move. It still does some odd lane choises and it doesn’t use indicators entering and...
  26. Dutchie

    FSD v12.x (end to end AI)

    Just drove for the first time on V12 (12.3.4) it did ok. - wipers are finally working - it accelerates nicely - it drives more confident - no more strange stop's in the middle of the road stops so far - no more phantom braking? - Still has a hard time with roundabouts. Is it so hard turning...
  27. Dutchie

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

    Yes, you can see the negativity in this and trust me, I often do as well. Back then, Elon did not realize how hard it would be. I don’t think you can blame him for that. You must applaud his tenacity and perseverance. How easy would it have been to just throw in the towel, give everyone a...
  28. Dutchie

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

    So, how much can I earn with my car again if I put it in the fleet of Robotaxis?
  29. Dutchie

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

    No, there is no explanation. We upgraded to HW3 a long time ago and also have the MCU2 installed for we paid also extra. Basically the same setup as the earlier refreshed Model S and X. He doesn’t give any information on what needs to be validated. He also said he would post information slides...
  30. Dutchie

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

    I am a sucker who bought into the FSD story from day one. Now I see others who haven’t paid a dime for FSD supervised get it before me on much cheaper cars. Tesla is just forgetting about, us who supported them when the times were rough. Still no FSD supervised for the legacy Model S and...
  31. Dutchie

    FSD v12.x (end to end AI)

    Non of the older Model S and X in US or Canada got it. Compared to the other cars there are nowadays too few of us so we are wayyy back in line, despite the fact that we are supporters of FSD since the beginning. In my case since 2017.
  32. Dutchie

    FSD v12.x (end to end AI)

    I paid for FSD years ago. Good money which could have been used to buy TSLA stock and would have made some nice gains. Yet, I believed in the mission only to see people who haven’t paid a dime for FSD, who also drive nuch cheaper cars than ours, get to enjoy FSD supervised way ahead of us. This...
  33. Dutchie

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

    That’s right. I am one of them.
  34. Dutchie

    FSD v12.x (end to end AI)

    I see in Teslafi they there are 0 installs for 12.3.2.1 for Model X and S with HW3. So I assume that this install is only for cars without ultra sensors. I wonder when Telsa will disable the sensors and will go with vision only on these cars as well.
  35. Dutchie

    FSD v12.x (end to end AI)

    Not true. I have had FSD for years and I am 2024 branch already. I am in Canada though so everyone here is stil on FSD 11.x
  36. Dutchie

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

    I like Tesla Elon I like SpaceX elon I like Neuralink Elon Heck, I even like hyperloop Elon I just deleted X — my goodness what a cesspool that has become since Elon took over.
  37. Dutchie

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

    I remember watching these kind of videos when the Model S came out. Apparently there are still a lot of people out there who have no clue.
  38. Dutchie

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

    Or when indeed another OEM starts to take the license
  39. Dutchie

    Twitter app coming to your car

    The more I look at X the more I am turned off. I don’t like it anymore since Elon took over. Too much extremism, hate and violence. I used to be on Twitter quite a lot in the old days. Great site to get the latest news but since Elon turned it into X as a platform for free speech and...
  40. Dutchie

    FSD v12.x (end to end AI)

    I see that 12.3 is on 2023.44.30.25. I am on 2024.2.7. Does it mean that I have to wait until 12.3 catches up to the 2024 branche?
  41. Dutchie

    FSD v12.x (end to end AI)

    All this talk about the driver still bring responsible got me thinking. There are about 30,000 traffic fatalities in the US per year. Say that every car has FSD and and 99% of these fatalities will be prevented. So that 30,000 will go down all the way to 300 per year. That is a great success...
  42. Dutchie

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

    in December 2022 I had to sell in the $130’s. Stock price is edging closer for me to buy back at these prices….
  43. Dutchie

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

    Data regarding collisions with EV’s and why repair bills are higher. Some tidbits from the report: - EV’s tend to be heavier than ICE counterparts resulting in more frequent airbag deployment - EV’s tend to use lighter materials which need to be replaced more often rather than repaired...
  44. Dutchie

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

    So, why did these lawyers sue Tesla and Elon again? And what are the lawyers now asking? Talk about the Kettle and the Pot. A good judge would kick these lawyers with their demands right out of the courtroom.