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Agreed 100%. I think the overwhelming majority of wall st have no idea what is coming. FSD progress is nuts, and when it gets to the point where almost everyone has multiple intervention-free drives per week, word of mouth is going to be bananas. Why would anybody buy any other make of vehicle...

On the banning of ICE cars: UK was planning a ban on cars by 2030, but its now 2035. However, that may change as we have an election this year and the almost certain-to-be new government is much more pro-EV. The EU voted for a ban on ICE cars for 2035. China: Also worth noting that cities...

Fair point, but I'm thinking this because of 2 different drivers: 1) The US has its own crazy climate denial politics which might spill a bit to Canada, but a lot of Europe is not like this. I don't think China is either. And despite all the anti-climate politics, the fact is that the US still...

Something that is not discussed much is that although many investors would like to NOT see a big chunk of profit come from these credits, because it gives ammo to bears, its actually not only likely to stay for a while but may actually get more favorable. Climate change is definitely getting...

I don't think that any tweaking of the model Y would completely address the gap in the lineup that European city drivers are looking for. Its just way too big. The model Y is 83.8" wide. The MG4 is 72.3". Thats a big difference. I think a smaller model Y would definitely sell well, but ideally...

That would be very very interesting. A shorter model Y, especially if its noticeably cheaper would be very popular in Europe, and Berlin is the obvious choice of where to manufacture it. TBH I still don't understand why Berlin isn't making model 3s. Seems bizarre to still ship those from shanghai.

There is a good chance that even if interest rates do not start actually falling, that there will be forward guidance, in various markets that they will be falling soon. I think its not fully appreciated that a $30,000 with high interest payments will cost the average buyer WAY more than a...

I think elon is probably also influenced (in the iain m banks book excession) by the strategy of the culture ship 'sleeper service' that spends decades planning exactly how it can build and deploy a massive fleet of ships in mere hours. The idea of super long term planning that suddenly unveils...

Has anyone with accountancy skillz managed to decode the 10-q and work out how much, if any, of FSD revenue got recognised this quarter? I searched but I am not familiar with a lot of the terminology.

I find it heartening to know that even with tesla's car deliveries being sent thousands of miles out of their way due to houthis AND with people literally trying to blow up the power supply for the factories... they still manage to get through the quarter just fine. A thought regarding training...

Something occurred to me when I woke up after this call... Tesla's 'competitors' are currently doing three things to help Tesla: Switching away from EVs so Tesla can build even more market share Making hybrids so they have to give Tesla more money in regulatory credits Reducing demand for...

well that was awesome

share buyback mentioned!

Stock jumped 1% when elon said someone is in talks to license FSD. Its Ford isn't it :D

The market never responds well to elon discussing optimus, but once robotaxi trails are underway, and once we have video on an optimus on the actual factory line, I think there may be a big change...

My take on the wording is that the unboxed next gen $25k model 2 is totally still a thing, and thats what mexico is for. In the interim, we will get model 2.5, built on the same line as 3/Y (or at least in the same factory), that probably shares SOME components with 3/Y. But I don't think they...

I think the exact opposite. Lots of people in Europe would love a smaller Tesla, regardless of price. A cheaper and smaller one would sell very well, and eat into the market currently served by Hyundai, the MG4 and the Nissan Leaf. Even a zero-margin small compact cheap car is a good long term...

This bodes very well edit: holy crap. They are showing early UI for the ride hailing app.

It feels like 4680 is a decade long megaproject. I think writing it off now is definitely premature. There was a LOT of tech discussed at 'battery day', and some of it is already in the cars, some of it is not yet. I definitely get the impression that Tesla are very focused on pushing battery...

Thats true. But don't you wish you could have gone back in time and bought AMZN when it was a book company? I thought the whole point was to see what the company will look like in 5 years, and get in before others spot it. Otherwise you might as well just buy a tracker fund.

Its insane to suggest that FSD12 does not constitute a unique selling proposition. Like massively insane. People are buying Tesla's because they are the best EVs you can buy, with the best software and hardware, and they keep getting better after purchase. They are not buying them as a novelty...

I think the whole FSD price cuts and 'appreciating asset' debate misses the real target. Imagine a nightmare scenario where for some insanely unlikely reason, all progress on FSD stops, and V12.3.5 is the final version (for at least 5 years anyway). Go take a look at videos on X (by users, not...

Christ, just sell the stock, or short it. We don't care. Either way you lose money. We are just so sick of the constant trolling here. This sort of analysis belongs on seekingalpha.

In which case you are not vaguely paying attention. This is not just another EV company. Do you have any idea what a unique selling point true FSD is? Do you realize that they own the fueling network as well as the car? That they are the only western EV company selling ANY real volume in China...

Very interesting tweet, mostly because elon replied saying 'maybe' Unless I am mistaken this is the first time elon has ever directly responded in a positive way to any discussion of running a limited FSD robotaxi style trial?

Actually look at FSD V12

AFAIK Tesla have never arranged for a product release to be tied to an earnings call. Performance 3 will happen when its ready.

They are building unprofitable EVs that will be paperweights once FSD comes to europe. Oh and where is their supercharger network? Thats right, they dont have one. Maybe if they actually stopped spending all their software time on STILL working out how to cheat emissions tests, they might...

As investors, we give a rats ass if its profitable. Rivian sold pickup truck EVs before Tesla. Have they made a profit yet? (spoiler: no, they lose $43,000 for every one sold). I'm sure that with an entire hardware store's worth of sensors strapped to every corner of a waymo vehicle, and 24/7...

Some thoughts on FSD price drop: Every step tesla take to get more FSD usage suggests they see value in larger FSD datasets, which means the moat between Tesla and everyone else is even larger Every step to bring on more usage suggests that Tesla has gone from compute constrained to compute...

Christ, does anyone think a tweet from elon 4 years ago is relevant? For the love of god, things change! I am very happy to have Elon Musk as our happy-to-pivot CEO rather than have the company run like apple (shall we/shall we not make a car) or toyoyta (hydrogen is totally going to be a...

FWIW Not everyone would agree. People who are introverts or autistic (or both!) place a premium on not having to interact with people unless you need to. My car driving itself is worth way more to me than having an always-available chauffeur. My model Y isn't going to judge me for being drunk...

Much though I enjoy, as an investor, Elon's attitude of focusing purely on the long term and ignoring bumps along the way, I do think in this position that I would put a team on the boring company vegas loop to get it to 100% driverless ASAP. I wonder if they are even running FSD12 on those cars...

Not surprising to read this from someone who just joined the forum 3 days ago, but lets just say you should do some research. The idea that 'legacy auto could make a profit on EVs if they felt like it' is just horrendously badly informed. They have a unionized workforce who despise EVs, they...

And thats when I finally give up and put you on ignore, because anyone who thinks FSD is not getting closer is either blind, or a shortseller desperately clinging to alternative reality. There is such a thing as X. Go look at the first 50 FSD 12 videos you find. Then tell yourself its getting...

The only problem with the 'I'm waiting to buy back in' strategy with regards to Tesla, is the company is the leader in disruption and rapid adaptation in the markets i which it operates, and even that list of markets changes very fast. I bought shares in a car company, that turned into a car and...

I think the problem is that a lot of us have held TSLA for so long that we have learned that even quarterly data is too granular, and weekly sales in a single country is basically laughably unhelpful. You can probably find a 10 minute period where Tesla sold ZERO cars, but how helpful is that...

For people worried that subscription FSD is too low. There is a long, long, long term plan here perhaps. For people who regularly drive themselves to work and back, and at weekends, the $99 sounds reasonable, as its making something they perhaps find boring much less tiring and easier. Fast...

The model 3 is ludicrously overengineered for the simple purpose of having people drive to work or shops. Even the lowest trim has ridiculous acceleration. It has very long range, it has fast charging, it is BIG by the standards of small European hatchbacks. It has tons of storage as is, without...

That was always going to happen, its just impractical to handle that sort of thing. I think Tesla did what they can, to prevent blatant scalping, but also the ramp seemed to go just fine, so they are now producing enough of them that these are not rare faberge eggs being traded. I think Tesla...

You don't need a LLM for this deduction. The car already has a ton of information about its location, and it has a bazillion video clips in its training showing what a kid with a backpack looks like. Knowing that kids with backpacks exhibit behavior A in the vicinity of a school is no different...

And yet here you are, looking back.

regarding robotaxi scheduling: Right now taxis/ubers are pretty dumb. Its just a big bunch of random unreliable humans, who maybe have 'some' intuition as to when there is a lot of demand, and where, but its fuzzy, and human and forgetful. Now think of online ads before the privacy clampdowns...

You DO realize that you can just go look at the financials and see for yourself the $29billion in cash right? Why on earth do you think that having cash means you never fire people. I still recall firing someone who was not generating a positive return on what I was paying, despite my company...

Far too many people still think its all/nothing robotaxi. Even if FSD remains at 99.9% (insufficient for RT) reliability, then that still makes it BY FAR the best driver assistance the world has ever seen. When you are deciding on your next EV, who on earth would choose another brand, when there...

Sad that people think that people who work in a high profile job at Tesla for 18 years, and have young kids and $100m in the bank could not POSSIBLY want some time with their family?

Tom zhu Tom Zhu - Wikipedia Drew was great but he didnt have the killer instinct Elon has. Unsure about Tom.

I think people are forgetting that when Elon bought twitter he fired WAY MORE than 10% of the staff there (wasn't it about 75%?) and the site actually got way BETTER, with tons more features, way better financials, and way more users. The market reaction is depressing but not surprising. I had...

Imagine being someone who has young kids, and has done 18 years at Tesla, working insane hours. Your are also worth tens if not hundreds of millions of dollars. You never ever have to work again in your life. If you stay at Tesla, you will miss almost all of your kids growing up. What would you...

Presumably with your telepathic ability to know the terms of Baglino going, you also knew why Straubel went, and sold all your stock in panic on that day. So why are you here? If a senior employee leaving is a doom sign for the stock, why did you not sell after straubel? or after karparthy? or...