Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[traxila]

Loved seeing that pod of Optimii!

 

[Ogre]

Maybe the egg is like a crash test dummy they are trying to protect, if they can avoid harming an egg then humans should be safe right?

They are clearly still not super confident about the whole standing up and walking thing, They are all have safety hooks preventing them from falling over.

Not that I blame them, one mistake could mean lots to work lost due to learning stumbles.

 

[phantasms]

Anyone have a link to the CNBC interview? I just see various clips online.

 

[bigsmooth125]

I could be wrong, but the issue with Solar Roof not meeting volume expectations is not technology related, but the intricacies of solar tile installations tailored to every individual house vs a far simpler modular solar panel install option. Not surprising that wide scale solar roof rollouts are focusing on new developments which feature standardized house designs.

You're missing my point. Whatever the reason for the solar roof not panning out is, investors will (and should) take Elon's promises of great products in the future with a huge grain of salt. Another example is FSD/robotaxi. FSD is several years late and counting and despite Elon's optimism and frequent references to one day being able to turn it on with a click of a button, many people don't think it will come for a long time, if ever. Obviously, there are investors who agree with Elon, especially on this board, but my point is you shouldn't think that future product announcements will juice the SP. And you definitely shouldn't think the SP isn't jumping bc of some conspiracy theory based manipulation.

 

[Ogre]

Loved seeing that pod of Optimii!

Was indeed good seeing so many.

Like with everything else Musk does, they skip right to focusing on manufacturing stuff rather than playing around at lab scale.

 

[TesslaBull]

Seems like today was a big break in tradition for Elon. He refrained from speculating as to when FSD would be solved.

 

[heltok]

Tried to get a feeling for what internet thought about the optimus video. No posts on reddit yet. But the youtube comments are markedly more positive than the previous videos. It used to be 90% "it sucks" "boston dynamics is so much better" "it's a joke" etc. Now it's more "wow" "so much progress" "it celebrated" etc. Check out the comments here...

 

[Singuy]

Anyone have a link to the CNBC interview? I just see various clips online.

https://twitter.com/i/spaces/1RDxlavQqaRKL?s=20

 

[Electroman]

The secret is to change the game.

Love it. If you keep playing their game hoping to somehow get better at it and win , it will neve happen, as they will change the rules and move the goal posts. So the only way to win is to play a different game that they don't have a hold on that yet.

 

[Thekiwi]

You're missing my point. Whatever the reason for the solar roof not panning out is, investors will (and should) take Elon's promises of great products in the future with a huge grain of salt. Another example is FSD/robotaxi. FSD is several years late and counting and despite Elon's optimism and frequent references to one day being able to turn it on with a click of a button, many people don't think it will come for a long time, if ever. Obviously, there are investors who agree with Elon, especially on this board, but my point is you shouldn't think that future product announcements will juice the SP. And you definitely shouldn't think the SP isn't jumping bc of some conspiracy theory based manipulation.

i dont disagree with much of your post, But solar roof is a real product that is shipping, it just didnt have the product-market fit that was expected, so I don’t think it adds to an argument to not get excited about future product releases.

Instead I would have used the large delays on Semi, CT & Roadster as a reason to be cautious, but would have to apply reasoning as to why the swift delivery of model 3 & Y, MegaPack, Tesla Insurance, supercharger network, along with the rapid factory builds should not be used aas evidence to the contrary.

 

[jabloomf1230]

Elon: don’t base pricing based on day by day orders, or even a weeks orders, but trend over two weeks may lead to price changes.

Maybe Tesla is using AI to adjust MSRP as needed.

 

[unk45]

We get it! Mountains and islands are not getting easier or cheaper to acquire...

That clearly depends on where rather than what.

 

[Singuy]

This interview from CNBC is ACE, better questions than the shareholder meeting.

Elon believes IRA can boost earnings per share by half of what Jonas said. Demand in China is still production constrained and Elon said there are some issues with expanding more in China.

 

[Words of HABIT]

Best AGM ever!
Thanks Elon and the entire Tesla Team.

 

[Thekiwi]

For those that didn’t watch the meeting - it should be noted that Elon on multiple occasions was rather gloomy on the next 12 months due to macro factors, and stressed the long term view was still good for Tesla Shareholders.

 

[Artful Dodger]

CNET Highlights on Youtube: May 16, 2023 Tesla AGM "Cyber Roundup"

• Elon Musk Reveals New Optimus Robot Video! (2023 Tesla Shareholder Meeting) | (5:20)
• Watch Elon Musk at 2023 Tesla Shareholder Meeting (Full Presentation) | (36:50)
• Elon Musk Answers All Your Questions at Tesla's 2023 Shareholder Meeting | (49:50)

Cheers!

 

[Artful Dodger]

those will hurt off road performance quite a bit due to lower approach and departure angle

Nawh, that's what air-suspension and adjustable ride height give you. Best part will be if FSD automatically raises the ride height based on what it sees coming (then lowers it again for the highway).

Cheers!

 

[ggr]

Mod: There's a place for discussion of Elon, Twitter, and Elon's tweets. This is not it. 8 posts (including one that I consider to be trolling) deleted. --ggr

 

[GOVA]

For those that didn’t watch the meeting - it should be noted that Elon on multiple occasions was rather gloomy on the next 12 months due to macro factors, and stressed the long term view was still good for Tesla Shareholders.

To be fair, he's been saying that for past 18-24 months on various occasions.

 

[SOULPEDL]

Based on Elon's prediction (that uploading FSD software to millions of Tesla vehicles will realize ~5x in asset appreciation, possibly by end of year or next), is it fairly safe to assume we won't need HW4 to be driverless? That's my take connecting the dots.