UBI by itself isn't an answer. People need a purpose in life otherwise they generally become depressed and discontented. Money doesn't actually bring happiness just by itself. Figuring out something useful to do for the average or below average person is what is needed.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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UBI by itself isn't an answer. People need a purpose in life otherwise they generally become depressed and discontented. Money doesn't actually bring happiness just by itself. Figuring out something useful to do for the average or below average person is what is needed.
JRP3
Hyperactive Member
Doesn't really need to be useful just interesting and stimulating to that individual.
Dojo is a much bigger concept than anything Nvidia is doing. It is a complete supercomputer and in particular it has truly massive communications bandwidth. If you look at real AI supercomputers, that's the differentiating factor, how much inter-die communications do you have?
Yeah, no. Some people can be content like that, and for a while (like many years), but eventually many people need a purpose.
Hello, P&D numbers? Bueller?
I think they are a little late because Elon keeps getting interrupted with “how many did we deliver?” while he’s adding and he has to start all over again
Knightshade
Well-Known Member
It is, and honestly between that and UBI from "somewhere", we're gonna need a better answer than "That's something we'll have to figure out"
And sooner rather than later if Optimus is ready to start displacing millions of unskilled labor jobs before end of this decade.
bballshinobi
Member
343k delivered. So I guess it’s a miss?
ir.tesla.com
Tesla Vehicle Production & Deliveries and Date for Financial Results & Webcast for Third Quarter 2022 |Tesla Investor Relations
AUSTIN, Texas, October 2, 2022 – In the third quarter, we produced over 365,000 vehicles and delivered over 343,000 vehicles.
Press Releases | Tesla Investor Relations
Read the latest Investors Relations press releases from Tesla, Inc.
365/343 P/D
As expected, increased production is overwhelming surge delivery methods of the past.
*Edit explainer: "Historically, our delivery volumes have skewed towards the end of each quarter due to regional batch building of cars. As our production volumes continue to grow, it is becoming increasingly challenging to secure vehicle transportation capacity and at a reasonable cost during these peak logistics weeks. In Q3, we began transitioning to a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter. These cars have been ordered and will be delivered to customers upon arrival at their destination."
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I’m not the biggests fan of pluralizing adjectives, in English or in Latin. Never besties with such neologisms. But the now-English noun, “optimum”, does have a fine and logical plural: “optima”, which is widely used in mathematics and economics.
Yikes, tomorrow is going to be a bloodbath
It's out... and a bit disappointing
ir.tesla.com
Tesla Vehicle Production & Deliveries and Date for Financial Results & Webcast for Third Quarter 2022 |Tesla Investor Relations
AUSTIN, Texas, October 2, 2022 – In the third quarter, we produced over 365,000 vehicles and delivered over 343,000 vehicles.
The only bright spot in the near term is that we are running into a structural labor shortage in the developed world right now. A combination of low births PLUS baby boomer retirement is having very real effects. So a robotic workforce coming on line in 5-10 years may actually cause less disruption than you would think.
Look at Japan for how this is being managed now. With a declining and ageing population, they already have many hotels and restaurants that are fully automated (at least in the customer facing areas). A Japanese citizen can get a free home from the government since so many people die with no heirs.
insaneoctane
Well-Known Member
Isn't that sorta the point of AI day 2022...recruiting? If someone who has real skills can legitimately think Tesla sucks at AI software (really?), then they could must see the opportunity to join the team and quickly demonstrate their superior skills and knowledge. They could do more in their field of expertise by having more resources and the most devoted, hard working team members than anywhere else...working on the cutting edge of humanoid robot development. Even if they do suck today (really?), seems like that evaluation won't stand very long.
EDIT: Ignore this is Hotz as my comments wouldn't likely apply to biased competitors
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It's almost exactly what I expected for production, but I also expected higher deliveries than that.
Still a new record quarter, but this will make hitting the Q4 numbers needed for 50% YoY much more difficult. I feel we'll come in a bit under 50% growth for 2022, maybe 45-48%. Which of course isn't terrible!
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bkp_duke
Well-Known Member
I'm happy with 366k production. Deliveries at 343 shows that 22k were en route at end of Q. With a hurricane on the east coast USA and a Typhoon affecting Shanghai, I'm fine with that.
Production is what matters, and that ramped appropriately.
Knightshade
Well-Known Member
Xepa777
Member
907k cars delivered this year already!
Edit: Reference - 936k cars delivered all of 2021
Edit: Reference - 936k cars delivered all of 2021
Don’t get me wrong, the numbers don’t affect my valuation.
But you can bet wall st is going to grossly overreact to these numbers. Wouldn’t be surprised by a 10% down day…..especially if macros are weak
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