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I dotn understand what moves price and I think I give up trying.
Seems like the casting machine isn't at 100% if this is accurate.
People who think robotaxis will cause an "overnight" change in behavior for most people are wrong. They don't represent most of us. So much so, you are arguing against a straw man.So I really like the idea of Tesla owning and operating Megapack installations for a guaranteed recurring revenue stream and not just an upfront sale. I really think this could be a huge driver of Tesla's growth if they can get past battery manufacturing restraints.
But I really don't see the paradigm shift in human behavior that will make robotaxi revenue be some game changer for Tesla. People like their cars and like the control of having it always there and available. I mean people drive around in huge SUVs when a compact car would make a lot more sense for a lot of reasons. They stick with ICE cars because they need it for long trips when they never drive more than 30 miles at a time.
There is a lot of resistance to even the idea of owning an electric car that is slowly being overcome, and that is just changing how you fuel it. The idea that people will give up their cars en masse to take an Uber is just not probable to me. What about a robotaxi is going to be so much more compelling than an uber? Don't have to talk to a driver?
There may be a generational shift as the technology matures and younger people are more likely to embrace the idea. But I haven't seen a single argument here or anywhere else that has me convinced that people are going to change their behavior overnight because robotaxis are now a thing. People aren't rational and changing human behavior has a lot of inertia.
Eventually / = short period of timeCount Elon Musk in the "short period of time after Tesla" group. Elon has said that eventually everyone will have full self driving and robotaxis, and that Tesla's edge in self driving will only be temporary. So will Tesla's edge in batteries, powertrains, and charging networks. In fact, Elon says any edge in specific technology is temporary, and that the only durable advantage is for a company to innovate faster than competitors. "Moats are lame"
The investment case for Tesla is not that Tesla has a lead in FSD. It is that Tesla has the corporate culture, structure, and resources that gave it the lead in FSD.
As investors that should be just fine. Most of the gains should be when it's proven to work, tapering off as it actually becomes ubiquitous. (S curve)People who think robotaxis will cause an "overnight" change in behavior for most people are wrong. They don't represent most of us. So much so, you are arguing against a straw man.
On the other hand, if/when robotaxis happen, legalities/liabilities get resolved, safety fears are assuaged and costs decline to a fraction of what ride-sharing is now, a sea change will start occurring. If you don't believe me, just ask cable providers and landline phone companies. The movement will start with younger folks and gravitate upwards.
Robotaxis won't kill car ownership completely, but they will flip local transportation (including mass transport) upside down.
What some people don't understand is it isn't about being the "first mover". The real issue is mass deployment. Tesla is the only OEM capable of it, instantaneously.
This is why if FSD reaches Level 5 within a couple of years, the game is over. Tesla becomes to the auto industry what SpaceX is to the rocket industry.
Scalability is just as important in the autonomy race as actually reaching Level 5. One more point: Because Tesla is taking a completely different route than most others, copying them could take a very long time.
OT: Elon's brazen confidence in the still unopened Las Vegas tunnels is something to keep an eye on.Miami Mayor Floats Privately Financed Tunnel System
City of Miami Mayor Francis Suarez returned a believer from a Las Vegas tour of Elon Musk’s Boring Company. Suarez’s pitch now to commissioners and the community at large expanded from a small tunnel under Brickell Avenue to an entire tunnel system running north-south through the city. Under...www.nbcmiami.com
"Suarez says the company estimates the price would be around $10 million per mile."
That's one of the advantages of casting, unlike stamping casting has in principle no waste. People with actual knowledge: Please elaborate on 'in principle'...Serious question regarding the casting waste. Can they be melted and re-used?
Yes, they can. That's one of the advantages of casting.Serious question regarding the casting waste. Can they be melted and re-used?
Feels like a swing away from value(oil), lets hope the other shoe drops soon and TSLA sneaks back up.Today seems like re-rebalancing. Recent favorites like commodities, small cap value, reopening (casino), are falling faster than large tech. Interesting how market’s mood swings in a matter of weeks.
Ummm, Mike, remember those Michigan Dealership laws?This was referenced, but for non Twitter folks:
The thing that irks me here is how they can “reference“ the media to make their BS point and far too many people will believe them because “the media“....
Good luckI'm loading up on 700c's for Friday. $4.50 now $3.75.....bargains.
I admire your optimism but what makes you believe we won't pin between 650-680?I'm loading up on 700c's for Friday. $4.50 now $3.75.....bargains.
Does anyone else find it suspicious that today was mostly a repeat of yesterday? Basically trading sideways most of the day until a huge push down during the last hour.
Tsla is moving along with nasdaq today at about 1x multiple so whatever. We will speed crash when Bond hits 1.5..and speed crash again once it hit 1.6 again. Don't worry..tech will just speed crash at any yield rate now!Does anyone else find it suspicious that today was mostly a repeat of yesterday? Basically trading sideways most of the day until a huge push down during the last hour.