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Uhh, doesn't that read as to why NHTSA requested Tesla to do the recall? So the new probe is to see if there are improvements post recall? I would assume this is just standard procedure stuff.

Cnbc a AP recall article came out exactly as stock dropped this afternoon. Also macro was bright green today.

The thing is most of these crashes are in old ap code which doesn't identify stationary objects well. Fsd stack runs circle around old AP(which is free). I know old ap will run into construction cones most of the time if a lane switch is needed. In fact I don't even think ap will allow lane...

V12 is so good and gives me so much confidence that I have been using it the minute I back out of a parking spot in theme park parking garages and parking lots. I am just having certain mapping issues and 90%+ of my disengagements are hwy V11. If mapping was perfect I most likely wouldn't have...

Haha, sounds like Tesla will just fix this by calling it "Autopilot Supervised". Wishing my tax dollars are going toward more noteworthy things.

Landlords are still trying to recover from the deficit they ran during covid rent free periods. So right now I imagine optional spends will be on hold.

It's a chicken and egg problem. I do believe we need more EVs first before landlords are starting to find a L2 charger becoming a selling point.

Even though the income is hilariously low, at least 50% of the people I work with who makes 40k/year ends up buying a new car that cost about 28-32k with 8+% interest rates and ridiculously long terms of 7 years. So if you can get a new Tesla with these lease terms $127/month for @Tesla Model 3...

And what will Tesla get by taking liability for vehicles on autopilot besides ...having to take liability? Mercedes need a marketing scheme to make people think their cars are "more autonomous" than a Tesla. Tesla already holds the title for being the most autonomous on the road because their...

Oh no 1hr approaching over bought when it was oversold for like half a year..lol.

I haven't been on this thread long but it seems you miss a lot of swings on this option stuff, and with gigantic numbers too. You are up overall I assume?

Yeah fundamentals supported it so much that Musk was like "why is the stock going up? Doesn't make sense"..essentially..

Not saying ATH, but who said something like a few automakers announcing partnering up with Tesla wouldn't break the long term down trend? I mean you see it yesterday, earnings miss matters until it doesn't.

Buyback are just an option the company will take at will. Usually you don't get many people front running this as many companies has a stock Buyback program.

So a refreshed model 3 cost 60k and a refreshed MY cost 25k? Makes sense...

Oh absolutely, the next gen is suppose to have 10x the volume just based on what other companies have done with their lower segment cars.

I am confident Tesla's total sales will skyrocket due to them offering a whole new pricing segment. However this pricing segment may take away from Model 3/Y sales if the next gen car is too good. I'm not saying BMW 2 made the 3 series sales crash, but it did take away some 3 series buyers. I'm...

They all absolutely osbourne each other. How can we tell? Because Tesla outsold like all of BMW's entire line up of 10+ models combined with just 2 car models.

I'm sure his employees were caught off guard that this new hybrid assembly line has been in design and assembly for the past few months....lol. They all walked in today and was like "wtf is this thing that is taking the space of 1/3 our gigafactory? I honestly didn't see it yesterday"

Or like what they said, half and half. Probably best to not bet the bank on unboxed and have this next gen hybrid be a pipe cleaner first. Whenever Tesla goes 100% something, it takes forever to work out the kinks.

Noticed "H100 Equivalent" and not H100. So this has A100/Dojo/MI300/H100 all in one chart.

Well lots of people gave me a lot of crap here when I said people were making stuff up in their head.

Aged like fine wine

There it is guys, Tsla to the moon, when put buyers were 10:1 call buyers for this earnings.

Alex, I would like to take "reading too much into things" for $400 please. Who is they? Marquis doesn't work for Tesla. He uploads whenever the video is done and post processed.

Dan's scenario is not realistic like throwing a cat height object in front of fast moving car 2 seconds before impact where most humans would create a road kill.

Tesla engineers mention how the Chinese are using BEV net currently to do fsd everywhere. It's all still Tesla tech. And as for the question you asked, it's HD maps. HD for a reason...you don't make stop sign mistakes. The car will stop even if the sign was blown away by a hurricane. Will...

Yeah that's why HD map makes self driving so easy. The question is not even asked. Also if xpeng stole from Tesla then their tech is irrelevant since it's Tesla fsd. But just watching these press videos with someone from xpeng sitting in the car, their traffic negotiations is just go to...

Dan stage his videos to specially cause fsd to fail. Also I would imagine none HD map would have worst performance vs what is shown here with HD maps. Honestly if Tesla gets mapping right fsd is pretty much solved. Mapping is pretty much everyone's issue right now cause traffic negotiations are...

You sure? They said it's HD mapped. Also just from watching XNGP videos, the car is programmed to just go...it does not wait for pedestrians. I saw a bicyclists had to slam on their brakes for the car. The car will also just go straight for a bus because it has one mode, which is just continue...

The words "not just" in front of "good L2 system" suggest I am saying it is more than a good L2 system. Not saying that it's NOT a L2 system. Maybe it's my weak English because I am foreign.

Yeah that guy ragged on Tesla for praising a guy who reached the hospital on FSD as dangerous and irresponsible. He then went ahead and called Mercedes the first L3 autonomous car which misleads people thinking it can fully drive itself and then ends up getting T-boned from failing to stop at a...

FSD is not just a "good L2 system". There are no other systems like it. Suggesting that it's a L2 system of comparison tells me there are better or worst FSD like products out there which doesn't exist.

LoL, this is master level troll post. I guess products are not enough to grow marketshare, you need pixie dust and wishes? Thoughts and prayers? I'm having a hard time figuring out what other than products can take marketshare.

Group 3: People who want a Tesla to try but doesn't need a Tesla. I feel like this group is pretty much everyone besides die hard fanatics. People who needs a car ASAP due to them missing work or etc would op for the safer option which is an ICE car. People want certainty and ICE provides them...

Don't worry, once it's 60 people will say 20, and when it's 20 people will say 10. When it's 0 people will say -10. Didn't people sold calls here at 120 dollar strike price waiting to close them at 80?

Everything will take time gradually. First people provide RT when their cars are not in need, then people start their jobs and meetings while sitting in traffic, or have lunch inside their cars as they commute. The world will be extremely different true cheap autonomy happens but this doesn't...

When Musk told people on the earnings call that there's a storm coming but Tesla will be positioned best after the storm 2 earning calls ago, does he sound surprised about today's numbers? He even said "if there's a dip, buy the dip". He pretty much warned everyone and a bunch of us sold calls.

Uber/Waymo and Tesla solves two different problems where the problem Tesla solves will make Waymo and Uber irrelevant. Uber/Waymo is giving urbanites a way to travel in connivence for an extra fee beyond public transportation. Getting people closer to their destination without having to wait...

The numbers may be bad, but it's definitely not a surprise to Musk. He lay off people when numbers are good or bad. He just runs his company how he sees fit and really don't care much about optics and one earnings report. How were earnings from June 2022? Musk laid off 10% of salary workers that...

Yes, hence why Musk is trying to get fsd in the hands of skeptics. This is not Teslas first rodeo. Musk has obvious failed himself to an orbital starship, world wide internet with speeds rivaling fiber, fsd that works, the most robust charging infrastructure, and the best selling EV in the world.

We have discussed this already. BMW and all car manufacturers had supply issue due to chip shortages, so yes as they go back to normal, they may see a transitory increase in sales before normalize again.

I thought it used to be 1 every few hundred k?

Yeah, Tesla was never an easy company to own. Shareholders who lack understanding will start making up stuff in their head. He and you are not the only one who believes Musk has abandoned everything they have worked on since battery day where moving tonnage is the main mission. All because...

Many big and small companies all around the world have done what waymo have done. The difference is waymo has a bigger budget to lose money so they can "scale" faster. Get the car to drive around predetermined path at low speed and then have remote and physic operators to unstuck the car...

I have made many statements about that Waymo's RT is bad business and have been discussed to the ground. Musk predicted from years ahead thar their style of RT has only one outcome, which is BK. You have to reduce opex and hardware cost. You have to enable all routes, not like a bus type...

Now to your point, I don't believe Tesla's gross margins are better than any premium gas cars. Notice I am only saying EVs. The supply chain for EV is still in its infancy, hence why when you compare these companies' EVs only, Tesla is miles ahead even at a time when it's at its infancy. The...

Correct me if I'm wrong, but the extra margins you are talking about is being saved in the operating expense, not COGS. So the gross margin only deals with COGS, which is the cost of PRODUCING the product. We see Tesla's gross margins on EV is industry leading by miles. Many Chinese companies...

Yeah we have threads for that. There's a thread about any other tech stock people are bullish or bearish in.