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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Musskiah
DisGruntled
I must say what a brilliant solution: to fully dedicate new "unboxed" line CapEx to Robotaxis while using existing lines to max out ~3M existing capacity with the lower cost hybrid model.
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Ok this time is not Elon that tank the share it’s the conclusion with the départ of xx that kill this good earning call 
Buckminster
Well-Known Member
anthonyj
Stonks
Maybe Martin can finish up this “Early Delivery Cybertruck for Long Term Shareholders”? Gee idk.
Musskiah
DisGruntled
Dramatically more competitive battery pricing. "It is clear our competitors have excess supply."
Battery glut is upon us
Battery glut is upon us
I've mixed emotions; I'm liable to but-dial in an order (yes, I'm that clumsy).
Musskiah
DisGruntled
I think there are enough battery suppliers producing 4680, Tesla has accomplished their goal which was to encourage suppliers to mass manufacture the 4680 form factor. Batteries are low margin, they will be commoditized further like solar panels. Tesla would prefer to be in higher margin businesses that cannot be commoditized.
Buckminster
Well-Known Member
For me, the most important comment Elon made was (maybe because I didn’t realise it until Elon said it) that , if Tesla realises FSD, all other manufacturers will have to license it, because otherwise nobody will buy their cars.
Artful Dodger
"Neko no me"
Indeed, Tesla is a dozen startups, in the words of founder Elon Musk. I think I'm beginning to see your problem: you want to view Tesla through the lens of Wall Street and it's critics, whereas Tesla exists in a brand new universe of its own creation. There has never been another company quite like it. Ergo, love it or leave it, you're just wasting your strength swimming against the tide.
It's called agile manufacturing: Fail fast, learn quickly, adjust and reload. The only unforgivable sin is to waste time. That's the business philosophy that has brought Elon's companies to the point they're at today, and that's what shareholders will be voting on in June.
I'm voting "YES, moar please!"
Yes, once one or two big names license the rest will follow or die. No one is ever catching up to Tesla in regards to Autonomy. Apple scrapped their autonomous project after pouring billions in, they realised it's over, Tesla has won the race.
Carl Raymond
Active Member
Distributed inference compute farm. Anybody got a ballpark figure on the value of that? If say 50% opted in for 10hrs a day x 7 million cars. Is it a stock price mover?
Only downside is the energy use and the sounds of cooling and relays closing coming from the garage. We have excess home solar so the energy is free. I’d opt in if it paid for my tyres and rego.
Edit. I figure the base rate paid to car owners has to at least cover energy - say 50c/hr? $5/day * 300days/year (exclude days car isn’t home) = $1,500/yr. Yeah, that covers tyres.
Let’s say Tesla makes the same, by charging $1/hr. $1.5k x 3.5million = roughly $5 billion per annum.
Only question is will the market pay $1/hr for the inference compute power of one Tesla? (It has two independent chips).
Only downside is the energy use and the sounds of cooling and relays closing coming from the garage. We have excess home solar so the energy is free. I’d opt in if it paid for my tyres and rego.
Edit. I figure the base rate paid to car owners has to at least cover energy - say 50c/hr? $5/day * 300days/year (exclude days car isn’t home) = $1,500/yr. Yeah, that covers tyres.
Let’s say Tesla makes the same, by charging $1/hr. $1.5k x 3.5million = roughly $5 billion per annum.
Only question is will the market pay $1/hr for the inference compute power of one Tesla? (It has two independent chips).
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Krugerrand
Meow
He’s not wrong that they should. Will they all understand. Absolutely not. And that’s okay. They can carry on being oblivious.
We have people here who don’t understand what’s happening with FSD. All they can do is point out what doesn’t work for them. My car recently drove me hundreds of miles; two lanes, mountain passes, super highway, city, roundabouts including, with authority and way more confidence than I could have mustered, a complex roundabout imbedded in another roundabout - like WTH!? - and then later thought it should turn left on what used to be a road through a moving train
, but then realized ‘no longer a road’, corrected itself and went down the road further and turned at the lights like it should. Many people would be ‘it tried to kill me!!!’ and ‘it’s not ready for prime time’. Me? I was 
‘****! That’s amazing! It figured out its mistake, corrected itself, and executed. It didn’t give up. It worked the problem, found the solution. 
And the (WIFI) bandwidth needed to get the input data to the car and the results back.
Musskiah
DisGruntled
PG. 8 of the earnings deck "...seamlessly integrate ridehailing into the Tesla App..."
PG. 8 more than doubled compute QoQ!!!! 40+ ExoFLOPS!!!!
PG. 17 preview of the Ridehailing service
PG. 8 more than doubled compute QoQ!!!! 40+ ExoFLOPS!!!!
PG. 17 preview of the Ridehailing service
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