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Demand is greater than supply. All AI focused hardware has waiting buyers.

The A.I. hardware spend is a good move, even if it was part of driving free cash flow into the negative. A.I. is the new gold mine. Companies that don't go heavily into A.I., or fail with it, aren't looking at 2nd place... they're looking at being the next Kodak or Blockbuster. Elon is in the...

For the hundredth time, it's just an "honest mistake." They wouldn't do it intentionally to manipulate. Everyone should definitely keep reading them, keep trusting them, and keep shocked Pikachu ready for the next hundred times.

I don't see a reason not to allow existing vehicles to become cabs. As long as they can work, then why not.

Great way to manipulate readers, lying by omission. That would be awesome!

If 18s will fit. I did exactly this on my 2013 Model s and was happy with the results. However, I looked into a performance model 3 around 2019 / 2020 and, at least for a time, 18s would not fit due to the brakes.

The long range has more range, tires on smaller wheels that last longer and are less likely to be damaged and likely perform better in weather events. I would pick the performance but not everyone will.

Elon has said, on multiple earnings calls, that Tesla is going to continue buying as many batteries as possible from other suppliers going forward. He wanted to reassure them that more batteries are needed and Tesla's efforts into 4680 production are meant to compliment their supply not replace...

Hands are required on the steering wheel when FSD is active.

You can't estimate hardware and software ready for Optimus like this and have any accuracy. Stopped reading there.

See Krugerrand comments about humanity. Integrity is doing the right thing always, not just when it benefits the person directly.

Regardless of how anyone views Elon and Tesla today, the vote is about a contract made in 2018. Elon met all of the obligations for that contract. Anyone voting "No" tells me they are the type of person that would not hold to integrity but instead would be opportunistic regardless of prior...

I saw that and I believe the comment was along the lines of: releasing the new high end model 3 today would be a sign that Tesla is attempting to soften a terrible earnings report. I don't recall who wrote that post. It may be accurate. We will know in a few hours.

Elon has stated a new referral program is coming. X is the place for news first and most accurately. Any investor not using X is at a disadvantage in information timeliness

Yes, but changing paint color on the plaid S is now an additional fee again whereas all colors were included for a while. So not much of a reduction unless you take the default color. I keep an eye on the Plaid... for reasons...

That may be temporary. In most organizations, when someone leaves, that person's direct reports automatically become direct reports of the next level up, which the person that left had been reporting to.

To put some context on this: The average tenure I see of IT people is 2 to 5 years before moving on. The teams I manage now, my average is probably just about 4 years. My personal record for longest stay at a company is just shy of 9 years. Tenure at Tesla for people reporting to Elon is...

I don't get it. To me, this is like watching your favorite cartoon or drama series and being surprised or amazed when the villian shows up in each episode and behaves like the villian.

I disagree. I think the Stock Price would be exactly where the options market dictates , which may be 180-190 or might be exactly where it is now.

Every time, save one, that I've given free time to an employer, it was not respected or valued. I'm done doing that and my attitude is common now.

1. FSD is not at a point where someone can work while it drives 2. I'd rather work 9 hours per day while enjoying music during my commute than work 11 hours per day. Companies in the USA will laugh at you if you ask them to count your working commute towards your hours.

Multiple lies said by Steve. Went uncontested.

I agree with your complaints about communication. That has always been a huge weakness for Tesla. Regarding the cybertruck resell: my understanding is that, at least once, the owner became blacklisted from buying another Tesla.

Agreed that how it was communicated to employees was very poor. Disagree about losing the best people. If upper management tells department leaders that the company is laying off 10% and they need to submit names, those department leaders are going to name their worst employees. It's relative...

I find this theory to be plausible. Musk has many enemies in the industries he is disrupting, in politics, and in those that wish to control speech and thought. Would not be surprised to learn of efforts to push TSLA down to cause him to be forced to sell.

So you've never had a large company

Seems like confirmation that Elon has decided to bet the company again. I think it's unnecessary to take that approach at this point and adds risk that wasn't needed. Elon has a good track record. Time to decide in / out again for the ride.

That's not answering the question. Is it manipulation to make money from stock swings or is it a rational and accurate value of the company?

Is this manipulation or is there a rational reason for Fisker's value to more than double today? In my opinion, Tesla is more valuable than the value currently indicated by TSLA.

Yes, congrats on living in France. That's not reality for workers in the USA.

27 years in IT, I've never worked at a company that offered a sabbatical. You want a break? You have to resign. Maybe they will hire you back. Maybe. I worked nearly 9 years in a company moving from edge of bankruptcy to multi billion valued public company. One time I asked for a 2 week long...

The retired folks can clutch their pearls. The working class are clutching rice. Rohan leaving sucks. He was possibly the best communicating Tesla employee actively on X interacting with customers and fans.

Regarding Sawstop: the tech to detect the current change when skin makes contact with the blade and immediately trigger a hard stop before the injury is more than superficial costs a few hundred dollars. Some other manufacturers have value offerings that are less than $500 in total. If they...

V12 has more options in the menu. One option is to better mimic human driving without adhering to speed limits. It is more aggressive and I've seen it exceed speed limits by quite a bit.

Many people struggle to grasp exponential growth. If Tesla FSD is now fully end to end neural nets and they are increasing compute, then I think it is possible full robotaxi service may be realized in 2025. I recall receiving down votes in 2018 or 2019 for saying I thought fsd was still...

How does Max Pain look for this week?

If a rider complains about the fee of the ride while in a robotaxi, I hope the vehicle plays an audio clip of complaining about having five kids to feed.

Let's keep in mind that an unveil is not a release. I'm excited to see it, but we don't know how long there will be between unveil of a design / prototype and release of production.

What are the names of the 3 sources? X is currently THE place to get the truth. It's not perfect but it's better than anything else right now. I also often see things on X before I see them anywhere else, including this thread.

This morning's lie from Reuters was yet another example of the legacy media lying to push agendas. Yet, many people here still accepted it and still look to legacy media for their news. How many more examples do you need before you learn the lesson that they are all lying to you? You aren't...

That's not a wink emoticon. 😉 It is a "eyes on" in other words, "read this"

Reuters is not reliable. Need a better source It is plausible. Elon wanted to go straight to robotaxis. I think that would be a mistake, but Elon has a strong record of being correct.

10 cents per mile is 2000 miles to hit $200 in a month.

What is max pain looking like for tomorrow?

What I've been hearing recently from family and friends that consume politically-right media is that they think it's wrong that the govt is FORCING people to buy an EV and they won't do it! So that's the talking point being pushed and it is resulting in more people being anti-EV. Add to...

A frequent misquote. The actual quote is, "The love of money is the root of all evil" Greed is the problem. Money is just a tool to be used or abused like any other tool. In my view, greed is the most common trap for humans, particularly in our current society in the USA.

I do view it as a conflict of interest. However, I think perhaps Elon sees some writing on the wall. The corrupt in the USA are doing what they can to harm Elon and push him out of Tesla. Elon lost his last 5 years of pay and it doesn't seem like much is being done to keep him interested in...

All of which increased my desire to buy a Plaid S. However, the reality is that my wages have lagged far behind inflation and I cannot afford a new Plaid S without selling TSLA, which I do not wish to do at this price. If there are demand problems (and I'm not convinced there are as Tesla is...