Google AI indicating where the stock should be trading based on other over valued tech including googl
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Google AI indicating where the stock should be trading based on other over valued tech including googl
Imo FSD. V12 will offer a few things:
1. Greatly improved subjective performance, wow factor for a lot of passengers selling both FSD and Teslas
2. Slightly increased take rate and price in US
3. Quicker rollout of FSD outside of US ie China and release of deferred revenue from Europe
4. V12 so far seems like a great leap forward, it might actually be good enough for A->B supervised for most drives and safer than average within a few weeks.
5. Quicker iteration as it's not only a data/training problem.
6. Getting ready for small scale geofenced robotaxi
This will happen this year
. Optimus this year will see small scale work on Tesla factory floor. Wallstreet will not get it until they see the product out to some customers in 2025.
If anything, I think they could go lower voltage for next gen platform. Way fewer cell monitoring chips for the BMS, and no added benefit of going higher voltage in a "low power" and small battery vehicle
Those monitoring chips were a real pain to get until a while ago, so reducing them by going lower voltage is a big win, but don't know how it is currently due to being fired lol
Any decision that reduces the number of anything you can be sure Tesla is taking it
It is wrong because if it is in Swedish currency, El Gordo would have been right!
Perhaps the least challenging part to figure out. Waymo's all electric iPace are already on the streetI've frankly grown weary of the Robotaxi hype. Sure FSD is a big part of that, but why has no one talked about the business model? How will the cars get charged during the day? Who'll clean them? How will my white interior not become a grafitti magnet? What about insurance and liability? What will Tesla's take be? How will novice riders know how to open the friggin' doors? What will the cars do when eco-terrorists lie down in front of the cars or Uber drivers pen them in? To me it's a pipe dream.
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Perhaps the least challenging part to figure out. Waymo's all electric iPace are already on the street
let's stick to the facts:Costco has a revenue growth of 6.3% with a PE ratio of 54.
Walmart revenue growth was 6.44% and has a PE ratio of 31
I think it's safe to say wall street doesn't give a crap about revenue growth or PE ratios. You would think Walmart's PE ratio should be higher but it's not. And why are these dinosaurs having higher than tech PE ratios anyways? Nobody really knows
In my view, wallstreet assigns high PE to companies that can potentially knock out the incumbent. If Walmart has a decade of poor management, it wouldn't be surprising to see Costco taking over. This is why Tesla has a high PE because legacy auto are spending most of their time defending marketshare. They have nowhere to go but down unless Tesla goes belly up...then they remain the same which is not really great for PE anyways.
Times like this its aways good to hear Tasha reminding everyone why they should HODL
I've frankly grown weary of the Robotaxi hype. Sure FSD is a big part of that, but why has no one talked about the business model? How will the cars get charged during the day? Who'll clean them?
How will my white interior not become a grafitti magnet?
What about insurance and liability?
I am sitting (impatiently) on some ROTH backdoor conversion $ too since I think SP will drop further. I might go 50/50 TSLA and BYDDF.Converted 100 more shares from IRA to ROTH....lemons to lemon aid.
Costco has a high p/e, given its long duration. They will around for a long time. With Gross marginsCostco has a revenue growth of 6.3% with a PE ratio of 54.
Walmart revenue growth was 6.44% and has a PE ratio of 31
I think it's safe to say wall street doesn't give a crap about revenue growth or PE ratios. You would think Walmart's PE ratio should be higher but it's not. And why are these dinosaurs having higher than tech PE ratios anyways? Nobody really knows
In my view, wallstreet assigns high PE to companies that can potentially knock out the incumbent. If Walmart has a decade of poor management, it wouldn't be surprising to see Costco taking over. This is why Tesla has a high PE because legacy auto are spending most of their time defending marketshare. They have nowhere to go but down unless Tesla goes belly up...then they remain the same which is not really great for PE anyways.
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I personally know several households that are struggling despite working as much as they can. I have an above average and above median salary in the USA and the difference in my disposable income for the past 4 years is significant
Optimus crawling into cars with a vacuum, cleaning them, wiping interior services while not damaging anything ? sure. cool stuff. let's talk in 2030+ again.Optimus answers both questions. Have one at each supercharger site to plug/unplug taxis, plus clean the cars.
Interior cameras and Tesla having your credit card to charge you for damage you do.
If only Tesla had an insurance offering.
Drivers get about half.Scale is small. There is no profitability.
Human drivers are pretty cheap, Uber keeps most of what they charge the riders with drivers receiving a small cut + maintaining their cars.
That's cuteCostco has a high p/e, given its long duration. They will around for a long time. With Gross margins
of 13%, their merchandise is priced very competitively , especially in an inflationary environment.
In my opinion, private Tesla owners won't be able to put their cars into the fleet. It will either be 100% operated by Tesla or a combination of Tesla and commercial fleet operators.I've frankly grown weary of the Robotaxi hype. Sure FSD is a big part of that, but why has no one talked about the business model? How will the cars get charged during the day? Who'll clean them? How will my white interior not become a grafitti magnet? What about insurance and liability? What will Tesla's take be? How will novice riders know how to open the friggin' doors? What will the cars do when eco-terrorists lie down in front of the cars or Uber drivers pen them in? To me it's a pipe dream.
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