No visual data is being collected. Can't be done over CAN, it is very low bandwidth and very few bits are programmable.
It's because he has the P/E of TSLA at 38 which to me is laughable considering TSLA would have just increased earnings 100% and will increase earnings again over 50% (both number I think are way too low btw)
Sorry but you can't have P/E of a company be lower than it's actual earnings growth rateLet's just say, I very much disagree with those share price numbers. I also disagree with the dilution amounts per year. 2020 and 2021 were heavily influenced by Elon's compensation plan, dilution going forward will likely be 2% or 0% if Tesla does just a minor stock buy back
Anyone want to buy a 4680 cell - only $800!
Man, they expect 800-something cells in the pack, so they´ll make $640,000 if that works so they can buy another 10 Model Y with that, nice Ponzi scheme
Sounds like video should drop Wednesday next week.
re: Munro Live on YouTube, one wonders how they can be sure they will receive an Austin Y with 4680 and not 2170
Not yet noted here, later in the current video they also state they are heading to IDRA to view current GigaPress production (presumably the 9000) and hope to discover, among other things, who has presses on order (Sandy mentions (mispronounces?) Geeley has a known order for a press.
Does Mobileye's OEDR need significantly more work? If they already have object detection pretty nailed down, then building out crowdsourced maps is the next step and seems much more efficient than a visual system constantly rediscovering all road features each time it approaches.
It sounds a bit fast.......until you consider that Austin has been at an artificially capped production rate since pretty much end of Q1 thanks to the 4680 ramp. They might have the parts/supplies set up to go way faster than that. Supplies/parts that have just been sitting there, waiting for a ramp. Just because the 4680 ramp was going slower than expected doesn't mean that the suppliers for parts slowed down production since those supplier contracts were inked many months ago. So that's how I could see Austin doing a "burst" of 5,000 for a week and sustaining 2,000/week.
Ok.......then everything else in the market would need to drop by about 75% then. Because you can't have Google, Amazon, Microsoft, Nvidia, etc....having P/E's that are double their earnings growth rate while TSLA's P/E is lower than it's growth rateActually you CAN have a company growing 50%+ per year with a PE lower than it's growth rate. It just hasn't been common in recent years due to the market booming. PE is whatever the market deems it to be, there is no hard and set rule for PE Ratios.
I feel similarly to PKE though, we both think PE ratios will compress as we enter a recession and a strong bear market forms. In time TSLA will boom out of the slump as we exit a recession and things recover, BUT I think we are years away from that yet. For the next few years my gut feeling is we won't see a new ATH for TSLA until around 2024 or so, despite record quarters and earnings. The reason would be PE compression.
Of course if PKE and I are wrong then we simply get much wealthier much faster. Whoopsie!!!
The growth rate in this projection is 110% in 2023 compared to 2022 and 48,5% in 2024. By your definition PE should drop by over 50% in one year then...It sounds a bit fast.......until you consider that Austin has been at an artificially capped production rate since pretty much end of Q1 thanks to the 4680 ramp. They might have the parts/supplies set up to go way faster than that. Supplies/parts that have just been sitting there, waiting for a ramp. Just because the 4680 ramp was going slower than expected doesn't mean that the suppliers for parts slowed down production since those supplier contracts were inked many months ago. So that's how I could see Austin doing a "burst" of 5,000 for a week and sustaining 2,000/week.
Ok.......lso then everything else in the market would need to drop by about 75% then. Because you can't have Google, Amazon, Microsoft, Nvidia, etc....having P/E's that are double their earnings growth rate while TSLA's P/E is lower than it's growth rate
Share price predictions are a dangerous game at the best of times, but with Tesla its a near impossibility.Are those share prices predictions after some sort of split every year or something?Because I mean, 970$ for next year and 1,386$ by 2025 seems kind of low.
I'm pretty certain Mobileye's approach is different, these aren't hard HD maps that attempt detailing every little feature and are very rigid. These are crowdsourced maps that are constantly updated based on data coming from the vehicles running the systems. What I'm experiencing is in a random city in Canada, somehow the ADAS recognizes construction zones and other temporary road signage etc.
In the short term, yes. In the long term not so much, as long as we're talking the SP floor.
And yet your P/E for 2022 is 63.....even though your earnings growth rate from 2022 is 2023 is 110%. It distorts all your numbers for share price. It fundamentally flaws all of your share price forecasting and P/E numbers.
Are those share prices predictions after some sort of split every year or something?
Hmmmm. So your projections show the shares I purchased at $1,050 will stay underwater until 2024? Error. Does not compute.Oh damn the general consensus is waaaay different from my own projections
I just gotta call this out.
PE is the least interesting value though unless you're going all in on leaps banking on PE staying at least 60
PE isn't saying much of how they're actually performing (only how bullish people are for the next 5+ years).Your logic doesn't make any sense.
