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  1. ByeByeJohnny

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

    Yeah, I wasn't so much thinking GM would buy a few computers and solve this thing. But Nvida has money, and some smart people, and can afford to keep a portion of their chips for themselves and throw more computing power than anyone has ever thought possible at a problem like this, and then...
  2. ByeByeJohnny

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

    Ok, creating variations of real cases was actually gonna be a second example but didn't want to make my post to long. It just seems like we are getting closer to a point where you can tell the AI to make the edge cases. Like create videos of the one thousand most common things people put on...
  3. ByeByeJohnny

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

    Well it's been a couple of years since they had one hasn't it? Things can change. It seems like it has regarding AI. Also, I recall they were intended as recruitment for getting new AI employees. Was pretty sure I would not qualify so skipped some parts :)
  4. ByeByeJohnny

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

    Regarding FSD and AI. This is a genuine question. I really don't know how this stuff works. Would it be possible now that AI can make videos to just fabricate millions of videos instead of actually driving real miles, and then have FSD computer learn from those videos instead? Like tell AI to...
  5. ByeByeJohnny

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

    Yeah, I was being kind to Elon. Dealerships just try to keep you in the office to upsell you on stuff. You are free to leave at anytime and go buy somewhere else. Elon wanted to make you have no choice than to spend time to be able to get a car you already paid for delivered. This was so badly...
  6. ByeByeJohnny

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

    Been catching up on the last day of posts. If I understand this correctly Elon now wants Tesla to kidnap their customers at delivery for an hour, or longer, to up-sell? Not a single poster thought that was a little ... un-Tesla? I've seen thousands of posts over the years criticizing dealers...
  7. ByeByeJohnny

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

    There is probably a 100.000 persons in the world that can nominate anyone for the peace prize. I could probably get someone to nominate me. It's almost weird if you are wellknown and nobody nominates you. Number 5. is a lot of people worldwide. Qualified nominators A nomination for the...
  8. ByeByeJohnny

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

    Can someone well versed in US tax give an opinion on this reasoning? A package giving Elon options like last time won't work for his 25% goal. Right now he can only vote around 13%. Not the 18% his options will get him. Those options won't become shares until 2028. So starting a new options...
  9. ByeByeJohnny

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

    Has there been any discussion somewhere about the biggest flaw in this whole debacle? If Elon owned 100% of Tesla and fully controlled whatever AI and robots Tesla built, exactly how would that save the world from whatever bad would happen if he didn't? How would that protect us from the...
  10. ByeByeJohnny

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

    He hasn't. He got a compensation plan in 2018 that was intended for 10 years.
  11. ByeByeJohnny

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

    Hold on a sec. Elon has been talking about robotics and Optimus from a Tesla perspective for a long time now. So it's safe to assume they are a part of Tesla for now or there will be some huge lawsuits for false presentation or something if it turns out they are not. I know Tesla doesn't like...
  12. ByeByeJohnny

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

    What??? In statements in 2018 Elon said "If all that happens over the next 10 years is that Tesla’s value grows by 80 or 90 percent, then my amount of compensation would be zero" and "I actually see the potential for Tesla to become a trillion-dollar company within a 10-year period". So this...
  13. ByeByeJohnny

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

    Absolutely, I didn't say making 4680s was a mistake. I think it's great they are investing in making better batteries. The mistake was stopping the expansion of 2170s until 4680s were in full production with yields and costs solved. If Panasonic and/or others didn't want to there were probably...
  14. ByeByeJohnny

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

    Well, Giga Nevada was originally designed to make a lot more batteries than they are. If Panasonic didn't want to do that despite Elon saying they would buy everything there is clearly a problem. Either with the promised price, or the longevity on the promise to buy everything wasn't for long...
  15. ByeByeJohnny

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

    Am I the only one that thinks Tesla shot itself in the foot by underestimating how long it would take to get 4680s to ramp? They clearly stopped ramping 2170s since they thought 4680s was the future. 4680s probably are but like many other Tesla projects this one is taking longer than expected...
  16. ByeByeJohnny

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

    Out of curiosity. Why would there be a size difference between an ICE and an EV in regard to backseat, backdoors and trunk size?
  17. ByeByeJohnny

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

    Can't be too much smaller. 7 out of 10 top selling cars in Europe so far in 2023 has four doors.
  18. ByeByeJohnny

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

    Elon will have a huge problem with any of those countries :cool: Annual averages of days not worked due to strikes per 1,000 employees 2010-2019 France 127 Spain 49 Uk 18 Sweden 2 France has a 98% collective bargaining coverage. Sweden has 90%. Source: Which countries go on strike the most in...
  19. ByeByeJohnny

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

    Except to sell to sell multimillons year after year it needs to have four doors, a full backseat, room for a few suitcases and no Falcon doors. So nowhere close to what Tesla will actually do. Would be a great sportscar though.
  20. ByeByeJohnny

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

    Apparently sometimes a union is a good thing :cool: Mods, you can ban me now.
  21. ByeByeJohnny

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

    While your point is correct, comparing to others paying for 30 second ads, this doesn't mean most viewers are watching the full length (40 minutes or whatever) of online videos. You only need 30 seconds to get a view counted. Pretty much everyone else, Ticktok, Instagram, the one I can't name...
  22. ByeByeJohnny

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

    I'm surprise they didn't decide to put the range extender instead of the backseat. I bet in reality most CT buyers, at least the ones without kids, will never or very seldom have anyone in the backseat.
  23. ByeByeJohnny

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

    Yeah, but the throw was like 20 mph. He would get cut from a team of 8 year olds with that arm.
  24. ByeByeJohnny

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

    All the accessorizes together comes to about 17k. Guess they really are learning from the Germans.
  25. ByeByeJohnny

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

    If it's 16k it better have some significant theft protection. Also maybe built in, impossible to remove, GPS tracker.
  26. ByeByeJohnny

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

    Is Elon really making Tesla, a public company, give advantages to a company he owns by only using that company and not for example Youtube that would make it easier for everyone to watch? Lets hope he pays Tesla for the exclusivity.
  27. ByeByeJohnny

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

    Elon would be in so much trouble with the mods if he ever tried to post in this thread.
  28. ByeByeJohnny

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

    Tesla will probably sell around 20k cars here in 2023. That is 0,2 percent of the population. Even if you double or triple that in the new year or two that would be maybe 1 percent. That number of cars would be easily covered by other manufacturers. I hear they have a surplus.
  29. ByeByeJohnny

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

    So what would happen in a market if Tesla leaves? Who would benefit? Almost everyone! There is an easy solution to the Swedish situation. Tesla leaves. Almost nobody cares. Most that have any skin in the game will be happy. Few not owning a Tesla already would care if Tesla went away. Actually...
  30. ByeByeJohnny

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

    Yeah, I was reading the last five pages or so getting all excited about what the SP would be when checking afterwards. In the good ol days 2% swings were more standard than not.
  31. ByeByeJohnny

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

    So all the youtubers and others that ordered 10,20 even 50 cybertrucks to lock in FSD and use them as robotaxis will have to give up their early orders. With no robotaxi in sight the backup plan was to buy and resell for a profit. Great move by Tesla. Should clear out lots of the early orders...
  32. ByeByeJohnny

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

    I did, last time it did. Like 10 days ago.
  33. ByeByeJohnny

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

    Close. This has been semiobvious the whole time. Who will want to buy a non-NACS car next year? The resale value on any non Teslas for models before 2025 will drop more than 2025+ models. Adapters will not change that. I'm not sure how many prospective buyers have figured this out yet so hard...
  34. ByeByeJohnny

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

    Yeah, this is not a good comparison. Europe is very much not one job market. While it is much more common today than a couple of decades ago it takes a lot more to move even from a neighboring country than it does to move to another state in the US. Not only legally but also mentally. Never mind...
  35. ByeByeJohnny

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

    You mean his car is? In Formula One you are the champion if you are above average in your team (meaning better than the other guy) and you happen to drive for the, at this moment, best team out of the 5-6 teams that are not jr varsity versions of some other team. Being the best (driver) has...
  36. ByeByeJohnny

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

    Elon may have more info than average Joe but he does not have a good record of predicting anything macro. I'll take the average consensus from any random 10 people over Elon anyday when it comes to predicting the economy. Actually, in a whole lot of things that does not involve rockets or EVs.
  37. ByeByeJohnny

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

    Elon is waiting to make sure there is a future. So it'll come sometime after the Mars colony is self-sustainable.
  38. ByeByeJohnny

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

    A lot of the frequent posters here, some the same as today, seemed to think that everybody would want to pay some insane sum for FSD and everyone would get rich from robotaxi. The concept of many not wanting to do that and also not wanting to pay more than some reasonable sum per month for...
  39. ByeByeJohnny

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

    I was trying to promote that this was gonna happen probably four years ago or so. For some reason the idea seemed to offend a lot of the regulars and almost no one thought that would happen. Still seems a given to me.
  40. ByeByeJohnny

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

    I don't get your math. If the take rate is 10% on $15,000 FSD price that's worth $1,500 per sold car. If it goes up to 12% on a $12,000 FSD then it's worth $1,440 per sold car.
  41. ByeByeJohnny

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

    Pretty good run through of the Berlin expansion plans by Tobias Lindh. It's 80 minutes but the info is only 37 minutes and the rest seems to be Q+A from viewers. His english is fine and 1.25 speed works very well too.
  42. ByeByeJohnny

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

    Fair, enough. I don't have (or want) an X account though so I didn't get to see the explanation. I would also suggest that as on other social media there is a huge number of views that just read the initial post and never bother with or miss the important ones or read early before those are...
  43. ByeByeJohnny

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

    I don't get Elons response here. Why does he call an opinion on the software 'complaining'? Every Beta program I've been in has begged for opinions and observations. This guy suggests that something should be changed in the approach. That's input, not complaining. It could be more specific but...
  44. ByeByeJohnny

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

    Am I the only one thinking Teslas launch events are getting a little stale? Just ship one CT to each of the 100 or 200 or whatever largest showrooms to be put on display with no warning the same time everywhere. Do some ads that start appearing simultaneously with just the Tesla logo and saying...
  45. ByeByeJohnny

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

    Without knowing the first thing about this particular writers history I would think it's more a hit piece about anyone involved in the move of the Oakland team to Las Vegas. Supposedly most of his readers are local and (rightly so) hates the teams owner and Elon is just another convenient target.
  46. ByeByeJohnny

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

    a' Why be surprised? A lot of folks here does the same.
  47. ByeByeJohnny

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

    No, you don't understand it correctly.
  48. ByeByeJohnny

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

    In this spirit I've been wondering for years why Elon is talking about how it is not about making money but saving humanity while this apparently doesn't include saving humans instead of making money. If FSD will eventually save 100 million lives shouldn't we give away FSD for free to everyone...
  49. ByeByeJohnny

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

    Yeah, I think it just became extremely likely that no one will be able to finalize a Cybertruck order in Q3. Elon talking about this year instead of Q3 for Cybertrucks and transferring FSD in Q3 only. That's not a coincident.
  50. ByeByeJohnny

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

    The first five or ten questions have been via say.com for a long time. Surprisingly everyone answering them previously including both Elon and the others, have answered in a way that made it clear they had no idea what questions they would get. It´s like no one gave them the questions in advance...