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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Yep..maybe 10+ years if they go very fast and solve like 5 different grand challenges that it will take to make this work.
Maybe EV batteries engineering defect causing mass recalls is what is going to bankrupt OEMs after all.
StealthP3D
Well-Known Member
My wife has oft-stated, that our advantage as investors is “just getting” Tesla, before Wall Street. I’ll be busy groking, neuro-nets, deep learning, Petaflops, artificial intelligence, and robotics.
I’ve a steep learning curve in front of me, but I only have to beat Wall Street, not you guys.
I’ve a steep learning curve in front of me, but I only have to beat Wall Street, not you guys.
Nah, not anymore...it shows GM and VW are bad names, the EVs from that Tesla company are doing just fine.
There's something to be said for communal knowledge. Adam Jonas admitted for years he didn't know how to value tesla's non-automotive components - although I think many here would argue he didn't even know how to do that. I know nothing of wallstreet but it seems like a lot of these guys are one man shows.
I have been able to contribute thoughts here and there over the years, certainly not as much as some. But the only analyst that appears to have the cross disciplinary mindset about investing that forums like this posses is ARK. Cathy relies heavily on other members of ark. Everyone gets excited about Tasha going on TV but her expertise is the Autonomy side. Sam is the battery and energy storage guy. As a community there are individuals here who contribute various categories of knowledge and bring in sources of info from outside when appropriate.
Gordo claims he spoke to some NN researcher after AI day who said Tesla was 20 sigma behind. Who is this person? Some 19 year old grad student?
TL;DR Id say our advantage is each other and a dash of humility where Wall Street is all about showboating the individual and no humility.
Sounds like this person is as good at analyzing AI as Gordo is at analyzing TSLA. Makes sense they would hang out together.
Currently on the configurator...
- Model S LR : March-April
- Model S Plaid : Jan-Feb
- Model 3 SR+ : January
- Model 3 LR : November
- Model 3 Perf : 5-6 weeks
- Model X LR : March-April
- Model X Plaid : March-April
- Model Y LR : January
- Model Y Perf : 5-6 weeks
shrspeedblade
Rideshare Monkey
The only dance I want to see is a Marvin the Ranger Teslabot waltzing over to a just-arrived (and unoccupied) Model 2 robotaxi, and plugging it in to the Supercharger, cleaning the windshield and cameras, vacuuming, documenting the car's condition after a busy Saturday nite on Bourbon St...
Cheers!
Well, I'd better hold on to my $TSLA cause there goes my future job security: people (as well as certain large rideshare corporations) frequently underestimate just how much work it will be to keep driverless taxis functioning! There are plenty of things beyond driving the car can't do itself.
Here is what GJ said “I talked to a neural net researcher this morning… He said that if Tesla is using a simulation, which they said they are, they’re 20 sigma behind waymo”
It seems likely that the NN researcher was not familiar with what Tesla is doing and they answered an ill posed question from GJ.
My opinion is that GJ needs to be fact checked on every statement. If he can’t/won’t identify his source, then that’s the first rebuttal. I’ve concluded if he willfully distorts information, then call him out at every step. Who’s to say he spoke to anyone?
NoGasNoBrakes
Active Member
Just had to add this; love how he doesn't really understand anything or at least tries not to.
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Drumheller
Active Member
Why do people give so much attention to G J? Why do people follow the Kardashians?
I seriously don't get it. Where is the value?
I seriously don't get it. Where is the value?
He's on CNBS every week and is the Voice of TSLAQ for a lot of their followers on TV.
Drumheller
Active Member
Ok, but why take it seriously and react to it? It's obvious propaganda.
NoGasNoBrakes
Active Member
I think it's importantly to criticize these things because many people and news outlets take his word seriously, and that causes for ignorant people to dislike Tesla. Pretty stupid and it's at least good to quickly silence his lies.
The value is entertainment. GJ acting a fool, are we not entertained? The entire comic relief of the Simpsons depend on Homer being dumb.
Drumheller
Active Member
None of us are going on TV and countering the lies. They won't stop, anyway. The media didn't just start lying when Tesla went into business. Anyone can say almost anything on TV. It doesn't mean we all need to take it seriously and discuss it as if it is an actual debate of merit.
I will drop it here rather than continue to add volume to this thread.
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