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On the note of optimus progress. Its easy to look at the footage they share and then think its early days. Or that the footage is disconnected from the statements that its doing factory work. I was just looking at the optimus X account feed and noticed in the Jan 15 video that it had 3680...

I may be mistaken but I’m pretty sure at one point Elon was know to lurk here.

PSA: If you have TSLA shares in multiple accounts your broker may have sent you multiple emails to vote for each account. But those emails may look nearly identical and you might not realize that you received 3 at the same instant like I did. I almost only voted with <3% of my shares.

It’s impressive how someone pretty good at understanding one thing can be stupendously awful at understanding another and not even have the slightest awareness of it.

Munger and Buffet were interviewed once where they talked about Musk - roughly a year ago to today actually - and they made it far more clear to anyone who doesnt already follow their investment patterns. They like easy wins. Musk likes hard wins. BH owes a great deal of its success to...

Some brokers are using say.

When they’ve showed this videos in the past I’ve kinda gotten the sense that what we are seeing is very old. Statements like this kinda confirm it.

I just got 12.3.6 on a USS car. Does yours have USS?

When you drive a Tesla it uses Google maps but the interface is still the Tesla app. Same will be true of baidu maps in China.

It’s doing well.

This is a guess but teslas previously showcased that they can build their own maps in the US that are more than your typical road atlas and can piece together a map of the roads that shows how many lanes, is there an island, which lanes are left turn etc. But China has data laws that might...

I suspect he’s expecting a release of FSD to come out before then that will bolster support for him by way of “look what I got done”. And I think 8/8 he picked because he has seemingly started to enjoy numbers with meaning (4/20 etc) and 8 is a homonym for wealth in mandarin.

It’s important to recognize that none of those things are a business plan. Somewhere in there mars will hopefully provide economic value that can be returned to earth. That will likely come in the form of research in the early days. But more importantly as this is an investor forum...

I’ve been in this stock - often leveraged- long enough to hold through multiple dips in my net worth exceeding 75% and held through long enough to see those same positions turn into gains. I feel my logic on this is not described by “not knowing anything”. Could I have timed it better. Sure...

In times like these it does feel somewhat relevant as sometimes looking at Musks actions through this lens is the best way to gain insight into what’s going on. Musk has more than once commented on how close Tesla came to deaths door over the years. And that Tesla is a key part of his plans...

I’ve been reading this forum since 2015 I think and if there’s anything I learned from this forum is that when Quesader pokes his head out we’re near the local bottom.

What is it that Elon says? The only moat is constant progress or something along those lines.

Tell me you’ve never watched any of teslas talks on their FSD development without telling me you’ve never watched any of teslas talks on their FSD development. Sorry. Had to. Yes. It’s possible, and tesla does it. But real world driving is still better for finding edge cases they can’t...

I think there’s a misunderstand of how much work goes into building a NN like this. If you were to just give another company Tesla NN code and al their raw data they would still take years of ever achieve what Tesla has today. The amount of development that went into all the tools and...

There is ultimately an ideal time for them to switch prioritizing factories and switching to company owned taxis. Obviously there is no need for infinite factories. But ultimately if the capacity of factories to produce EV cars is less than all internal combustion vehicles worldwide then...

Short term? Cash. Long term, nothing. Also, medium term there is more value in building out factories than there is in owning the fleet. Tesla is better off selling cars that can be taxis to customers and getting paid for the car with a profit, and then taking a cut of the taxi service fees...

Kinda feels like musk is freaking out about how bad deliveries are going to be and he’s trying to play mis direction

Long term im still very bullish on Tesla but when deliveries and production gets published in 2 weeks I feel like it’s unlikely the stock doesn’t get clobbered. Things looked bad before the Berlin shutdown.

I’m excited about End-end but I have to admit I’m finding it seems to be regressed on a lot of basic stuff, like getting in the right turn lane in my neighborhood to turn right etc. The fact everyone else is singing positive songs makes me feel comfortable saying it’s just a matter of the...

Getting a lot of phantom breaking in my neighborhood near puddles that are in adjacent lanes

All CNN articles - in my experience - launch with multiple headlines that are A/B tested live for most clicks and then eventually just the headline that gets the most clicks persists.

It's strange to me that they are showcasing a robot doing things that clearly wont ever be a production robot. Those arms are comical. I may be very deluded but I still percieve tesla to be leading in this field.

So, did anyone take this advice that I myself didn’t take and sell Friday before the data came out?

I suspect the Tesla heat pump installation would have an octovalve like system. There are plenty of times when heating or cooling your house would be more efficient using air that is coming from a different place than the heat pump install location. Even plenty of times where instead of...

Its Important to recognize that while building v11 may have been a prerequisite to building the data library needed for v12, v12 functionality and improvement rate is completely independent of all previous FSD experience. This doesn’t mean that you are wrong to believe that sleep in the back...

I’d be curious if someone has the time and tools to look back and see how January and February China sales numbers that come out a few days into the next month affect the stock price in correlation to when Chinese new year is. For example the January sales numbers looked good this year and the...

Chinese new year is based on the lunar calendar. Sometimes that puts in in January and sometimes in February. This makes China YoY January February numbers unreliable due to the fact that they are potentially different months one year to the next as far as number of days where business is...

Is black rock filing a form SC 13g/a at all interesting or just expected because they own a lot of everything?

Unclear if you are trying to prove me correct or if you are interpreting “makes no money” to mean no revenue. It is my fault for using unclear terminology. But yes, Amazon makes no profit from e-commerce. It’s profit comes from AWS Edit: which of course makes it easier to see yet again how...

Amazons retail business makes no money as I understand. All the profit is AWS

Downgrades on price targets but maintaining a “buy” is Wall Street for “we still believe in the company long term but we don’t want to look bad by not adjusting our price target when the stock drops a bunch. People like Dan Ives I just ignore.

Maybe Im deluded but every time Elon talks about how the manufacturing technology to make this car the answer seems pretty obvious. The only thing that could be so amazingly beyond any other companies manufacturing tech as he describes it is the cars are planned to be assembled by Optimus...

I may have missed a few questions from WS but tbh the WS questions came of as surprisingly "hot stone massage like" to me. The questions seemed very in tuned with "you guys are so great at making things more financially viable, do you think this will continue". That sounds boring maybe but it...

Oh when was this? Edit: October according to LinkedIn I’m far less focused than a few years back. I pay a lot more attention during earnings calls and less the rest of the year.

Based on the way Elon speaks about it it seems to me the least likely publicly discussed project to succeed. The he says the potential rewards are high, indicating it’s worth trying and failing rather than just giving up because it’s hard. None of this indicates it’s going well, just that...

Ya. That being said every time Dojo has come up the last few calls it really feels like the wind flies out of the sails. Somethings either very wrong or they feel like sand bagging the hell out of it. The system came on line awhile ago and it seems like it’s not considered a success

8-k just landed. Elon must want to do that company talk asap

Talking about using vehicle fleet idle computers on a crypto style network is cool. Surprising it took this long for it to come up but cool.

Buybacks are a total loss for Tesla. They are good for TSLA and its shareholders. But there is zero value or ROI for the company itself. Edit: if you think “ya that’s what I meant, they should still do it” you probably don’t know much about Tesla or its management thinking. And if that’s that...

Does Elon have a controlling stake in either XAI or Boring Co? I’d fully support this as I don’t have any exposure to either company myself but I’m guessing investors in those companies might feel like they weren’t getting a good deal.

This job posting honestly makes it seem like they have a ways to go. Hiring techs to work on assembly would be better news. Looking for a senior level design engineer to get Optimus in production looks like they don’t feel like they internally have someone capable of designing Optimus in a...

with an announcement like this it makes me wonder if musk isn’t planning something for his post 10k tesla talk that was being mumbled between robot experts and these guys decided to try to be first https://x.com/adcock_brett/status/1743788939646054867?s=46&t=P9uiaHbChqdQVyfaEzehzA

IMO the reason Mexico was sidelined for Texas has more to do with Optimus being ready and not wanting to ship them out of the country. Optimus is absolutely a national security concern if nvda H100s are.

Every time Elon describes the model 2 line I assume it’s Optimus

At this point is the only argument against the idea that Tesla isn’t about to change the global labor market in the next year that the videos are fake? What they’ve achieved in just over a year is mind blowing.