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  1. R

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

    Elon said "completely retrained models" but you say "on almost completely new training data". models != data I don't know much about Tesla training FSD, but I work at company that mostly does deep learning on images and and videos. We keep retraining models on the the same data, or most of the...
  2. R

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

    Where did it originate from?
  3. R

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

    Did you read my initial post? That was: But that wasn't enough I guess. Also, my "bad human" reply is not to the video but to to the comment that "He is lacking an understanding of physics and leverage as in moments!". Maybe the "/sarcasm" was missing there too. Because the video is...
  4. R

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

    He trusted Tesla and their OTA update for closing a frunk safely. Bad human!
  5. R

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

    Most of these are the "BEV" unit of OEM with with better sales (when all types of vehicules are included). That's my point! Would love to see the comprensive list, together with the drop in ASP. e;g Stellantis (4th largest OEM) had 10% drop in global sales YoY, but +8% growth for BEV (and +80%...
  6. R

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

    So what's the best explanation for the slowdown in Tesla's sales, when they keep lowering ASP and improving offering, while ICE sales don't drop as much/fast? This scenario goes clearly against my bullish thesis and I'm unable to provide satisfying answers to the questions I get. I've ready the...
  7. R

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

    Everything Is Awesome in Tesla land, sure. But as an investor with 15,000+ shares (that is, all my money in TSLA except for some Redwood Materials), I really want to know about what Troy and others have to say about 2024 Q2-Q4 sales. Especially if it's negative. Thank you for the link...
  8. R

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

    Robotaxis aren't made for long distance trips: who does 500 km rides in Uber? So they went balls to the balls and scrapped the whole supercharger project. Obviously. s/ or not.
  9. R

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

    If so, why is Tesla silent on this? The CEO has no problem diving headfirst in the political arenq when it's about pronouns, immigre and taxes - no issue whatsoever to pick on and troll opponent - but crickets when bad regulations hinder the transition to renewable energy 🤔
  10. R

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

    I'm not seeing the car brake before she disengages.
  11. R

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

    Would you sell shares in TSLA if you could buy into xAI today?
  12. R

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

    You're saying "there's no hurry for them to transition over a short period of time. Their sales are increasing, while Tesla's are decreasing". But who cares about a tiny increase of dinosaurs' EV sales when it's still insignificant – to their overall sales as to the global auto sales? EV sales...
  13. R

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

    Yawn World premiere at CES: Volkswagen integrates ChatGPT into its vehicles. I just don't see how Grok can get much better/cheaper than other LLMs chabots. OpenAI can easily undercut Grok on price, as they can have many more customers, in auto but all other industries (so more data, and more...
  14. R

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

    I haven't tracked the average TTM (time to market) for Tesla products over the years, but it sure does seem to increase considerably, for everything (except OTA). I can't wait to know how fast Tesla will be with the robotaxi.
  15. R

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

    This reminds me of something secured…
  16. R

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

    Source? I heard rumors but none seem substantiated. From I can only deduce each have more than 30K.
  17. R

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

    https://europe.autonews.com/sales-market/europe-sales-fell-3-ev-demand-declined-11 Europe sales drop in March as EV weakness persists Sales of plug-in hybrid vehicles rose nearly 1%, outpacing BEVs and gasoline and diesel models.
  18. R

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

    Tesla & x.AI: What relationship do you expect between the two companies? We heard Elon say Tesla is building an extremely compute-efficient mini AGI for FSD. Since the mission of xAI is to achieve AGI, the companies might end up doing the same work twice when training models on vision from...
  19. R

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

    Reliably enough to have no driver?! Definitely not.
  20. R

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

    How does that compare to the recent car sales trend in China – ICE and PHEV included?
  21. R

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

    I counted 246 accelerator pedals /s
  22. R

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

    Oh no. I'm the biz dev director of an IT company and I'm taking a half-year sabbatical next month. The plan is to bike from Vienna to Istanbul before traveling across South America. I got a stock package a few week ago so I hope I won't get fired from the company when I come back. Oh wait, no...
  23. R

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

    When did we consider Tesla an automative company? Last I did, Tesla's market cap was 50 billions.
  24. R

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

    Layoffs are one thing. Resignations from top execs is a whole different one. And we've been waiting for the "after-10K" talk for months now
  25. R

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

    Rohan too What's going on? Rohan was active on X hours ago, talking with customers about Tesla's future development
  26. R

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

    More about the theory of the pedal slipping https://www.cybertruckownersclub.com/forum/threads/canceled-delivery.14584/page-3#post-284315 (note the username…)
  27. R

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

    (pedal can get stuck in trim mirror: Possible explanation for the delivery halt 😨
  28. R

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

    Or Tesla is cutting unnecessary costs, starting with its X Premium+ for Business subscription /s
  29. R

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

    Big FSD regression for unprotected left turns with v12.3.4
  30. R

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

    https://electrek.co/2024/04/12/catl-unveils-tesla-megapack-competitor-claims-zero-degradation-tener/
  31. R

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

    Are these cells not good enough for Tesla stationary storage? It makes zero sense to end up in a battery glut when climate change speeds up, Tesla vehicles sales drop YoY and energy storage deployment grows only by 30% QoQ. I though it would be10x easier to assemble, manufacture and ship...
  32. R

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

    Some trends to explain this phenomena Thread by @Travis_Kling on Thread Reader App
  33. R

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

    Not available in France either. Anyone knows why?
  34. R

    SpaceX investor's thread

    Have you contributed to such funds? If so, is it standard to have an unlimited investment period (zero exit option until IPO/acquisition)? What would be an acceptable deal structure, nowadays (contribution fees, annual management fees, and carried interest split)? We can discuss this in private...
  35. R

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

    So, that's how they manage not do die? 🤣
  36. R

    SpaceX investor's thread

    I might get in via a private fund. What are the latest financial and valuation projections for SpaceX/Starlink?
  37. R

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

    We heard Tesla operated about ~100 units (incl. with their Pepsi partner). How many more could they need to properly test the semi in real-word conditions? If they can speed up construction for the semi plant, why wouldn't they not accelerate today so they can produce it in volume before 2025...
  38. R

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

    Can Tesla afford to slow down production of the semi? How? The semi was unveiled 7 years ago. Battery cells should be plenty with the slow down in EV sales. I thought the semi would get FSD fast as drivers' pay represent about 44% of the average marginal cost for carriers. Also, having semi on...
  39. R

    Tesla BEV Competition Developments

    Pretty impressive: (Xiaomi equivalent to FSD Autopark)
  40. R

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

    https://app.powerbi.com/view?r=eyJrIjoiZTlkMWY1NTMtYTM1Mi00YmZmLWE4ZjQtZmE0M2EyMjgzMDNjIiwidCI6ImMxM2M0MmQ1LTlhNTAtNDY3YS05Yjc3LWI1MjkyYzgxZjM1NSIsImMiOjF9 380 miles City Miles 2DE Critical on 12.3. 146 miles on 12.3.3
  41. R

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

    Did Reuters only wrote a title? There's a long article below that title, and we don't know what part is the lie. Elon reacted 👀 to the idea that Tesla will prioritize the robotaxi version to the one that would be available for sales. No surprise. Now, if Elon is certain that FSD will be solved...
  42. R

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

    What's not true? He said Reuters lied. About which part of the long article is a lie? I (and you) don't know. Say, Elon decided to dedicated 99% of the resources for the robotaxi so a tiny fraction of the production would be for the $25K version. How much the story would be incorrect? A tiny...
  43. R

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

    Too bad, that was the best anti-osborning plan I could dream of to get people to buy Tesla while they're still on sale.
  44. R

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

    Indeed +27% YoY for BEV global sales +48% YoY for BEV in Europe Are these sales to dealers or to customers?