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My father was like this. On his death bed he constantly told the doctors, 'I don't think you know what you're talking about'...Typical East-coast Ivy-league elitist attitude
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My father was like this. On his death bed he constantly told the doctors, 'I don't think you know what you're talking about'...Typical East-coast Ivy-league elitist attitude
Yeah, on Monday Elon said Tesla Semi would be FIRST to ship with FSD, maybe in 2020 with 5 truck plattoons. Think of the 1 human driver as a 'safety officer' while the technology proves itself.
I am really torn by this FSD stuff. On one hand karpathy's presentation is enjoyable and confidence inducing. On the other hand why Elon has to concentrate on robotaxi every where. Why don't you remind people there are money to be made along the way. First is the obvious one, Semi platooning. Second one is fully autonomous expressway driving, even only on serval designated highways such as i80. That's much easier than robotaxi in NYC. And shipping company would pay big money for that. Heck they can even have driverless sleeper buses running between San Fransisco and LA, built on semi power train. Or sell semi based RVs where the owner can go to sleep after driving it onto the highway.
Profit? I thought I read somewhere about $0.95/sare loss? Consistent with Elons expectations as a possible loss.The most likely headline: "Tesla Q1 earnings miss estimates". The question is how the stock price will react. On one hand, the stock price is already quite low and expectations are low. On the other hand, the earnings number will most likely missed the consensus by a lot, and shorts are ready to strike.
The current non-GAAP consensus is ($0.69). while the whisper number is ($1.13). Luv estimated ($2.24) right after P&D report. It feels as if analysts intentionally keep the number high to make sure Tesla would miss.
Profit? I thought I read somewhere about $0.95/sare loss? Consistent with Elons expectations as a possible loss.
Ya, same here. So $0.01 would do wonders on Thurs am, no? S&P step closer too.Loss. It's traditional in finance to represent losses in parenthesis, instead of using a minus sign. That post threw me for a moment because I expect to see "($0.69)" in a spreadsheet, but not in a prose sentence.
OK, that's an interesting argument.
I suppose you might be totally right.
I won't take Uber at all for numerous reasons including their poor-quality, uninsured, underpaid drivers, but I realize many people do.
Uber's availability is startlingly limited, too, by driver availability -- you can't get them at random times, you can't get them in random places, they'll refuse to take you to random places.
So even if Tesla Network was geofenced away from tough-to-handle areas *and* unable to operate in bad weather, it would probably be no worse than Uber.
So then I guess we get back to regulation. When an Uber crashes, everyone blames the driver and the Uber company usually skates. (Though occasionally Uber gets banned from town for not following regulations.) If something goes wrong with a Tesla robotaxi, Tesla gets sued for millions, the media has a frenzy, and regulators go wild with bans on "killer robots".
If Tesla can get sufficient insurance, I guess, go for it.
Well I'll be making a modest increase to my long position today. And I have plenty of dry powder lined up for the rest of the week too. If the results bomb, the shares will be even cheaper. If there's some upside surprise, then I'll be buying with some upside momentum and hopefully a bit more certainty on the battery production conundrum and guidance on SR+ margins. That's the good thing about having a super long term outlook.Because Elon Musk is the hyperbolic salesman. Tesla has just had an absolutely horrendous quarter, which they're going to report today and Tesla needs two things:
1) buyers to buy Teslas, especially with FSD because it has failed to lower its Model 3 production costs enough so desperately needs all the margin it can get
2) investors to believe in Tesla's long-term value so that share price doesn't collapse when the 2019Q1 is revealed, leading to suppliers, buyers, lenders and investors losing confidence and destroying the company.
I am working with Tesla to hopefully release a definitive statement about it tomorrow.
Y'all B CRZY hypothesizing
B bound to b let down
The current non-GAAP consensus is ($0.69). while the whisper number is ($1.13). Luv estimated ($2.24) right after P&D report. It feels as if analysts intentionally keep the number high to make sure Tesla would miss.
Thanks, Deepak's so cool.Deepak...is that you?
Edit for spelling
Damn it ...back to grumpy cat?!?
With this update, it seems like the interior refresh and any possible battery changes are not going to happen until Q3 at the earliest(like the interior leak said a long time ago)
Autonomy investor day and now a S/X refresh just before the Q1 earnings. This timing is interesting.
Here we have the pot calling the kettle black. You were just talking down to people about how Service Centers being 250 miles away isn’t a problem for future customers