Search results

FSD Beta marches on.

If "attacking" is asking questions that he won't answer, then I plead guilty.

Except @petit_bateau keeps asserting that competitors offer equivalent products for cheaper. @NicoV helpfully pointed out that the products are not equivalent. This offers important perspective on @petit_bateau's opinion that the sky is falling on Tesla Energy... along with @petit_bateau's use...

You're assuming Tesla has Powerwall inventory that they can't sell. Do you have evidence for that?

The question I ask myself is why you think Tesla can't match or beat competitor pricing for storage products when Tesla needs to, considering their planned scale and manufacturing integration... and why you think the domestic market is "already lost" when it has actually only begun. I don't...

I have not seen any reply from you to someone's objection that Chinese batteries won't dominate grid storage outside China because of national security concerns. Do you have an opinion on that?

As the share price continues bobbing in the toilet, and the media and analysts and burned gamblers continue blathering on and on about dire threats from competition and 5% Fed rates and Elon's terrible tweets, it might cheer up gloomy investors to remember how much we don't know about Tesla's...

This does indeed sound like Gordon Johnson. The fact is a smaller slice of a much bigger pie is more pie. What on Earth are you talking about? Tesla has other engineers besides Elon.

Not quite anyone. I didn't, yet. :) Edit: Or else I was already crazy. Not much change lately.

Are Tesla Energy competitors doing virtual power plants like Tesla is? Do they offer an equivalent to Tesla's Autobidder software? https://electrek.co/2022/09/02/tesla-virtual-power-plant-growing/ https://www.theverge.com/2022/8/29/23326776/tesla-virtual-power-plant-japan-grid-renewable...

And you have FSD Beta 10.x. Version 11 is coming soon. Several competitors in self-driving have already quit. https://www.cnn.com/2022/10/26/business/ford-argo-ai-vw-shut-down/index.html https://www.bloomberg.com/news/features/2022-10-06/even-after-100-billion-self-driving-cars-are-going-nowhere

Okay. Keep your robe and slippers handy. :)

Apologies if this has been posted already. https://www.reuters.com/technology/tesla-china-boss-zhu-promoted-global-role-company-posting-2023-01-03/

Something is definitely up. Joy among Tesla insiders could be from any of several things we can't know about yet: Gen3, Cybertruck, Optimus, Energy products/services, new factories, new battery chemistries, totally new products/services, etc. However, I do know about one breakthrough that is...

Sasha's humor and wisdom cheered me up 3 days ago and is still relevant.

Amid all the whining and bitching in this forum today, several folks have pointed out that it is totally unjustified from longterm TSLA investors. The enormous list of incoming positives can be summarized in one sentence: TSLA is a safe haven in times of inflation or recession, except for...

You'll see how much Elon has destroyed the brand when Tesla reports a record-breaking Q4. Actually Elon's politics and Twitter mission may have reduced the greatest risk to Tesla stock: the key-man risk. While Elon is busy killing Twitter bots and pissing off some Leftists, Tesla keeps kicking...

So you think robotaxis are impossible? Tesla's FSD is already more sophisticated than current airplane computers and software. Dojo will eat corner cases for breakfast. What was "inevitable" in the past is not a good guide to the future after the Transportation Singularity.

Long-haul truckers have more to worry about than the terrible inconvenience of charging for 30 minutes while they get coffeed up. FSD is coming for them first.

Dillon has a different number.

Buy back lower, just like the shorts.

It is darkest before the dawn. It is driest on the beach before the tsunami hits. Clearly Big Money and many retail investors (like Chicken Genius) are waiting for the tide to turn before jumping back into TSLA. This has happened many times before. Last time, as I recall, the tide turned for...

It's fun for institutional wolves who are gobbling up shares from retail sheep who are over-leveraged or don't understand that any dip in China demand doesn't matter much because Giga Shanghai has an order backlog from Europe and Australasia. The "people familiar with the situation" didn't...

Maybe it's not easy to understand Sasha's point in the video I posted on Monday, so I'll repeat it in his words (the video transcript) instead of my brief summary. "...As sale volumes grow, Tesla begins having the luxury of being able to import cars without having to wait for the order to come...

Quoting from the first document: [footnote] 2. PURSUANT TO THE ISSUER'S EQUITY PLAN AND POLICIES, THESE SHARES OF COMMON STOCK WERE AUTOMATICALLY WITHHELD AND SOLD BY THE ISSUER TO SATISFY THE REPORTING PERSON'S TAX WITHHOLDING OBLIGATIONS RELATED TO THE VESTING OF RESTRICTED STOCK UNITS...

Troy apparently didn't watch this video. Sasha explains why decreasing order wait times do not indicate decreasing demand. Spoiler: Because Tesla is producing more cars for inventory (i.e., sale without waiting), which indicates more demand, not less, and stimulates even more demand from folks...

Or Justine could be misremembering the incident. Or deliberately lying due to bitterness about Elon. Or not the owner of that unverified Twitter account. I don't know which is true, and I see no need to rush to judgment without more evidence. I do know, after observing Elon's actual words and...

Sure sounds like you believe everything anti-Elon that you read, instantly and without question.

In the new age of deepfake videos, we will need more than a posted photo to verify someone's online identity. Elon and his team are working on that.

I don't see a checkmark next to Justine's name. I also see nothing "wow"-worthy about devastated parents misremembering who held what at which moment. But of course haters point to hearsay as evidence against Elon while ignoring his main point that he feels no mercy for Alex Jones.

This TwitterQ talking point suggests that if Elon were smarter he would make less social "mess," and that he is mentally handicapped to deal with human beings. I see no evidence of this. I see the greatest entrepreneur in modern history leading thousands of human beings to achieve things once...

FSD has no relevance to the company or the stock? That idea won't age well.

After watching Reuters coverage of Tesla for a while, I would not trust them if they reported water is wet. Even if Elon has a margin loan (which @StarFoxisDown! disputed), four seconds of thought concludes that Elon has other assets he could use to secure a loan, such as SpaceX stock, Boring...

With respect, why are you worried about something that will never happen? The wide release will not be "FSD in the form of what's currently running" on your Tesla. It will be FSD version 11. Version 11 is a step-change advance over currently released versions. That's why it is named 11, not...

Here's what I know: You and other armchair quarterbacks here have no idea who is gone from Twitter's engineering team, who remains or is newly recruited, what they are capable of, and what their plans are... unless you are one of them, in which case you'd have no time to post here. I have...

Quoting from your link: In this first phase of the pilot, notes will only be visible on a separate Birdwatch site.... These notes are being intentionally kept separate from Twitter for now, while we build Birdwatch and gain confidence that it produces context people find helpful and...

Down-votes from the community of verified humans, not bots. Elon's plans are pretty interesting if you listen to what he actually says.

"Discussing" is not deploying, obviously. Again, the Wired article states: "...Birdwatch [experiment] began last year but was deployed on Twitter in October, weeks before Musk took over." I'd call that a new feature. Show us evidence that it was applied to Trump, not just discussed, ever...

Not according to the Wired article I just reposted. What is your source? What I have seen for years (or rather read about) is Trump lying on Fox News and other media with huge reach, with zero fact-checking at the time. Do you see no difference between that and Elon's vision for Twitter?

All the folks concerned about Trump's unbanning from Twitter are missing a crucial fact: It could do more harm than good to Trump's popularity. Twitter's new fact-checking feature, which Elon strongly supports, is being applied even to Elon. IF Trump returns to Twitter (he said he will not)...

The disinformation campaign is currently suggesting that Elon is a bad manager. Just look at the thousands of angry employees leaving (bloated, unprofitable) Twitter! Elon brutally fired Ligma and Johnson (actually hoaxers), then invited them back, which they seemed less than thrilled about...

Thank you. Next time I'll defer judgment until I read the whole article, instead of relying on excerpts and reviews posted here by fellow fanboys. The trouble this time was that the article is paywalled and I can't bring myself to support the house of Broder...

I have credit cards but never heard of that. Don't burner phone numbers cost more? And how do you connect your single-use CC and phone numbers? (in case I need to impersonate Jesus)

Well, I've read plenty of articles like it, and noticed a pattern that I just described and you ignored... Whoops, more time wasted arguing with you.

Thank you for your research. Unlike your avatar, I have limited time to spend arguing with haters on the Internet.

I confess I didn't read the article, only excerpts posted here. I find that many media hit-pieces use a misleading headline and first paragraph, then correct them "a few paragraphs later," where the truth is missed by busy people (and algos) who read only the headline and first paragraph. Now...

Interesting. I thought only criminals can do that.

Again false. As I already said, abuse of the system required a throwaway Apple account, credit card, and phone number. Those took some effort for Jesus Christ to obtain.

You mean the one that suggests that all EV owners can't find reliable charging on road trips? By failing to mention Tesla's superchargers?

Sigh. The first attempt at verification for $8 used Apple's verification system (which is why the blue mark was available for IOS only, not Android) and a phone number. A massive campaign of fraudulent abuse (requiring lots of time and money to obtain throwaway credit cards and phone numbers)...