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Yes, I understand this in broad strokes, but it feels kind of like "well we should invest in computers because people are gonna be using a lot of those". What is it about those technologies that's relevant to Tesla today, or Tesla in the next 1, 2, or 5 years? Are these technologies merely...

Sure, anyone can mute anyone on here, but we want to at least stay somewhat on topic. How is potentially going to Mars in 20 years relevant to investing in Tesla today? They seem unrelated to me.

"Postponed" by a company that skews, shall we say, "aspirational" with its timelines. Not a complaint on my part -- I'm fine to wait until something is ready -- but in other news, I'm also postponing my plan to produce a profitable $25,000 EV.

This is what I've been thinking about lately as well. Disengagements are useful data points, but it seems like lots of just normal mundane human driving is way more valuable. And also that you wouldn't want FSD to learn from its own bad habits. That's what's been confusing about the "1 billion...

Is this really how it works? Does FSD train on its own output? That seems...not great? It seems like it would be way better to train it on human driving.

I don't understand: the original post was them talking about how they got it wrong. That even with their conservative-seeming projections, they still ended up being overoptimistic. This did not read to me like someone demonstrating how right they've been, falling back on "i've always been...

☝️This is what turns this place in to an echo chamber.

I don't understand -- is this supposed to be some kind of dunk on @Zaddy Daddy 's post? Are the assumptions bad? Why? None of us knows what's going to happen. We all have mental models and we're all making guesses about what we think is likely and possible. The original post even said "let's...

Haha so much for "open-minded perspective", huh? This comes across as incredibly patronizing. "Have you considered that maybe you're an irrational virtue-signaller that's poisoned against Tesla and you believe whatever is fed to you? Just a thought."

Yeah, I guess I'm surprised to hear that. I charge mostly with the J1772 adapter and bought the Tesla CCS combo adapter as soon as it came out. To me it's just "sweet! more places I can charge."

why wouldn't an adapter change that? if it worked the same either way, i don't get why someone would care.

Wow 50%! That's nuts. Seems like a great purchase if you expect TSLA to be sideways/down for a while. YTSL at least holds some TSLA so you get some upside, but accordingly less dividend too.

Ok, not exactly the usual topic of discussion around here, but does anyone here have feelings on YTSL ( Tesla (TSLA) Yield Shares Purpose ETF | YTSL )? It tracks TSLA mostly, but generates income from "a covered call strategy and moderate leverage". It's honestly pretty attractive to me as I...

Good grief indeed. Trudell is quoting Matt Levine's Money Stuff newsletter here. That's it. It's a good newsletter that highlights unusual financial stuff every day. It's not "slagging Elon" and the "free speech" comment is just confusing.

That's true -- you didn't, but it's something I've seen thrown around here recently. I think my point about shifting standards still is relevant though: regardless of macro issues (not like we don't have our own these days), the "minimum viable product" for an EV is leagues more refined now...

No, I'm not saying it's easier. But the market cap comparisons specifically are going to be misleading: gaining some small traction as an EV startup these days gets you a way higher valuation than it would have in 2013. So a $1B EV company today is likely nowhere near as far along as a $1B EV...

I don't think it's useful to compare 2013 Tesla with 2023 EV startups. The market is totally different: the EV market in 2013 was a rounding error and EVs were at best a novelty for environmentally-minded rich people or techie weirdos, barely elevated from a garage project. Standards of what...

Haha you could definitely tell that he had two company-prepared responses: "curious citizen" and "DEFCON 1"

Had an interesting experience a week ago in Atlanta. I had seen maybe 2 months ago some model Ys driving around with the California MFG plates of 63277, but I finally got to see one up close and at a stop light. Strange sensors on top with mirrored glass on the outside and definitely different...

So this brings up a question I had recently. If you go through the OptionAlpha video courses, one of their videos describes your "edge" as an options trader, namely, that IV tends to overestimate actual volatility and therefore options tend to be overpriced and therefore it's better to sell them...

Dang if only he had made the announcement via Whatsapp we could have gotten an 8:1 split. 🎲 Game Die Emoji

Charging for a HW4 upgrade would greatly piss me off, and I'm on a TSLA investor forum and want them to succeed and have given them the benefit of the doubt on a ton of things. This would definitely be the wrong move for them.

Is this actually a good thing? Genuine question. My first thought would be that R&D is exactly the kind of stuff I'd want Tesla spending on: please keep developing cool new stuff.

This doesn't feel like a fair comparison: one an opaque, authoritarian country of effectively limitless resources, and the others are some individual, publicly-traded companies.

what are the indications you're seeing that they might be doing this?

Specifying which lot is sold is something that you do after the trade. IB has a wonky Java app called "IB Tax Optimizer" that has to be downloaded every time you want to use it because it only lets you do it for trades happening in the last 24, maybe 48, hours. It's not a big deal if you don't...

I share a less optimistic view about digital contracts from the early hack in Ethereum DAO (The $55M Hack That Almost Brought Ethereum Down - CoinDesk). As I recall, this was a really amazing case where a bug in the code allowed someone to siphon off $55M from basically an Ethereum-backed...

That was my thought as well! Which is why I'm curious what he's thinking :)

I'm curious what you mean by this -- are you talking about development of a machine learning-driven shortcut in the mining algorithms?

This comparison makes no sense to me. Any of the externalities you mention with gold or other currencies would of course be hugely problematic if those currencies use/extraction required people to die. But they don't. Bitcoin consumes huge amounts of resources -by design-. Also surprised at...

I found Elon's response to this a bit more illuminating: https://twitter.com/comma_ai/status/1344675033231237120 Definitely more qualified and fuzzy than "Level 5 in 2021!" like his previous interview. Gonna keep waiting here. He at least seems to be realizing a bit more that "Elon time" is a...

Hmm, so are you considering "profit" as both realized and unrealized profit? I want the stock price to increase, but as a shareholder I want that whether I sell the call or not. The covered call as you mentioned adds a negative delta to my position, so that's the confusing part about selling OTM...

Your explanation about OTM CCs still doesn't make sense to me. Once the transaction has taken place (ie, I've sold the call), why would I want the stock price to go up? I don't understand how I can capitalize on positive delta/theta burn/high volatility at that point. It seems like I would be...

There are many compelling reasons for security researchers NOT to participate in hackathons/bug bounties. Amongst other things, when you're in a hackathon/bug bounty, the company sets all the rules, including what they consider notable, when/if you're allowed to disclose the vulnerability, and...

Email based 2 factor authentication is not usually as bad. SMS based messages are susceptible to SS7 attacks (Signalling System No. 7 - Wikipedia) or just plain old social engineering (calling up the phone company and convincing them to route a number to your phone. Easier than it sounds)...

This is good advice in general: 2 factor authentication based on you receiving a text message is far less secure than 2 factor with an app (or security key). If you have a choice, don't do the text message option. Unfortunately lots of financial places are still bad at this.

This is demonstrably false. You can trace the genetic origins of United States cases and all of the initial cases came from China. It was in at least 7 cities by the time China restrictions were in place: auspice

IB sent me a notice about their change from 30% to 40% maintenance margin on TSLA at the end of May and also gradually introduced the change over the course of 10 days.

The problem with this analysis is that it all relies on the assumption that TSLA was fairly valued in 2014. Arguing that TSLA is a much better buy now could mean it's actually good buy, but it could also just mean we were suckers back then.

Unfortunately the ideal times to trade options are completely counter-emotional to what you want them to be. Dips like this are the worst time to be selling covered calls since everything is down, even though this is when we all want to scrounge up as much of a silver lining as we can. You can...

Or maybe even a Tilburg scenario? My understanding was the Tesla Tilburg facility was used to assemble several larger subassemblies in to a finished car, thereby bypassing EU import duties on automobile imports. Having a full-blown factory in China could allow import of less-finished...

Unfortunately, aside from some mentions of share voting power tied to duration of ownership, it seems like the exact rules and mechanisms they are planning to implement to bias things towards long-term holders cannot be disclosed at this time. So, not a lot to go on for the time being, but it...

I think many folks on here do it, including myself. It's pretty satisfying and you can make a lot of money with it, but I would say the most important thing to do (aside from basic stuff like don't let your stock get called at less than you bought it) is set firm limits on these positions and...

Haha, so this might just be my confirmation bias speaking, but your article on Pete just strengthened everything I think about him: that people are paying attention to him because of a media campaign, not because anything he's actually proposing. I'd love for you to be right about Pete. He's at...

Does he? He famously won't articulate any policies. The Current Affairs review of his book killed any interest I had in him, at least until he can come up with something other than a rehashing of Obama's "Hope and Change": All About Pete | Current Affairs Even his own website doesn't say...

OR, alternative theory: they are supply limited and not at all worried about demand as they claim every conference call and advertising would be spending money just to create fulfillment problems for themselves.

Their assumptions about battery life seem a bit strange: lifetime of 10 years and traveling 15000 km a year which sounds like they expect the car to accumulate 150000 km/93000 mi over its lifetime, which seems quite low to me. I'd expect at least three times the mileage on average, but I'm in...

Here's a quick one: in Georgia, bicycles "shall ride as near to the right side of the roadway as practicable". Now this is for bicycles, but still: this is a law about motor vehicles (which bicycles are, legally). What is "practicable"? How would you define it in software? Or a good parallel...

I think my (and perhaps @heltok 's) confusion about your comment regarding O(n) or O(n^2) is 1: what does it mean to measure "gain"? And 2: time-complexity / big-O notation to refer to an improvement here is weird: an algorithm that runs in O(n) time is far preferable to one that runs in...