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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Quick note I didn't see called out here:
There was this blurb about Karpathy posting some Tesla AI roles in his team. The bit that caught my attention was that Tesla Bot was described as an AI platform. This sent all sorts of bells ringing in my head. This may be very familiar for the "Product" people, but for those that are not familiar, a Tesla Bot platform implies an iPhone like capability where other developers can code the bot to do specific things, and sell those capabilities via an app store. And tesla will take a cut of the revenue.
Of course Tesla will have its own apps for the bot, and open source some reference implementations. And there will also be a digital model of the bot and a hundreds of thousands of stochastically generated digital environments in which other developers can train the bot to do useful stuff. Like entertaining your kid with a game or rock paper scissors, or pick up toys, or fold the laundry, etc. The complexity can ramp up over time. And the guts can be modular and upgraded.
This is one of those things that will have massive network effects where a critical mass of consumers and developers come together, and when that happens it becomes almost impossible for a newcomer to unseat the incumbent. Again like the appstore. At some point an Android equivalent may come along, but I am not sure if anyone is even thinking about it.
There was this blurb about Karpathy posting some Tesla AI roles in his team. The bit that caught my attention was that Tesla Bot was described as an AI platform. This sent all sorts of bells ringing in my head. This may be very familiar for the "Product" people, but for those that are not familiar, a Tesla Bot platform implies an iPhone like capability where other developers can code the bot to do specific things, and sell those capabilities via an app store. And tesla will take a cut of the revenue.
Of course Tesla will have its own apps for the bot, and open source some reference implementations. And there will also be a digital model of the bot and a hundreds of thousands of stochastically generated digital environments in which other developers can train the bot to do useful stuff. Like entertaining your kid with a game or rock paper scissors, or pick up toys, or fold the laundry, etc. The complexity can ramp up over time. And the guts can be modular and upgraded.
This is one of those things that will have massive network effects where a critical mass of consumers and developers come together, and when that happens it becomes almost impossible for a newcomer to unseat the incumbent. Again like the appstore. At some point an Android equivalent may come along, but I am not sure if anyone is even thinking about it.
I wouldn't lump all of them in that boat. In particular Rob Maurer and David Lee. I think some the people doing drone flyovers of giga construction are also providing useful information.
CyberDutchie
Active Member
In these situations best is to not reply at all and let it be… why drag on this exchange? Usually will only make things worse
TheTalkingMule
Distributed Energy Enthusiast
Which one of you is this? I demanded we do a TMC/BPS ETF and nobody wanted to!
(Bloomberg paywall)
www.bloomberg.com
(Bloomberg paywall)
Hedged Tesla Fund Wants to Tame Wild Ride in Elon Musk’s Company
Looking to tap into Tesla Inc. gains while avoiding its white-knuckle volatility? A planned exchange-traded fund wants to do precisely that, just as the Elon Musk-loving retail mob gets tested in the tech market turmoil.
www.bloomberg.com
StealthP3D
Well-Known Member
It comes down to whether you are a trader or a long-term buy/hold investor. The latter tends to have better returns and it requires much less effort. That's why for the last 30+ years I don't trade in/out of stocks based on market cycles. I make an exception if I feel like the stock is valued so far into the future it's in my best interest to liquidate. But if you see what I see in Tesla, that point is so far above $1000 it's not even worth considering at this point in time. Tesla would have to be valued much more "frothily" for me to even consider taking a little off the table. I'm hoping it doesn't go there because I would rather ride this train for at least a few years without having to constantly second-guess if it's topping out for a multi-year period or whether it's going to go on another run much higher.
All the noise in the financial media about "valuations" is simply an attempt to get you to think it's smart to buy and sell based on relatively minor valuation differences. I'll be most happy if TSLA can maintain a price somewhere between what most traditional analysts think is 'overvalued' and I think is under-valued. Closing out the year at $1300-$1500 is fine with me.
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Some profit-taking is to be expected after the kind of run we've had over the last two days, especially in this macro environment. I am expecting some red days this week, unless we're buffeted by good news after good news.
Does anyone else who owns a Tesla car get an immense urge to buy MORE shares of TSLA after every drive in their Tesla? I do.
I think I have a problem....
Had some excellent FSD city drives today and thought the exact same thing.
Also like:
SMR
The Limiting Factor
BestIn Tesla
Munro Live
Sam Alexander
and several others...
Artful Dodger
"Neko no me"
Options day-traders closing out their positions. Happens most days at 3:00 pm (2:45 pm on Friday b/c Brokers also join in closing contracts with share buy/sells)
360 is a resistance level for the QQQ.If we close above it then the next resistance is 200 EMA at 365
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TheTalkingMule
Distributed Energy Enthusiast
So what's our best guess on when Moody's finally rates our dwindling debt above junk?
Any guess on the next split?
IMO both should be happening in this calendar year, Moody's might be as soon just prior to earnings In April.
Any guess on the next split?
IMO both should be happening in this calendar year, Moody's might be as soon just prior to earnings In April.
Split at $1500? Pure guess.
That’s a WOW moment.. So, would Tesla set up a Bot marketplace, where you could order applications for your Bot? $$$$!
I'm a true middle manager now but on my last job I was head of R&D and I reported directly to the president. On that job if I wanted to develop a new product line and took the initiative, everyone would have said "what the eff are you doing?" Anything that takes significant capital expenditure requires support from the top dog.
I'm still miffed I didn't get to develop a line of sauce cubes because ownership had no vision.
Artful Dodger
"Neko no me"
More non-Auto revenue incoming from 3rd-party Supercharger services:
www.teslarati.com
Tesla's non-Tesla Supercharger pilot program expands to France, Norway
Non-Tesla vehicles will now be able to utilize Tesla Superchargers in France and Norway as the company’s pilot program to provide electrons to other EV manufacturers has expanded. Tesla announced earlier today via its Tesla Charging Twitter page that Non-Tesla vehicles can now charge at some...
www.teslarati.com
Only on TMC, where HOLD'ers take a beating the weeks prior and are sad they don't get a $100 daysad we didn't get 100 $ day.
AH might be interesting if the margin calls force hands ...
want some bragging rights ..NOOnly on TMC, where HOLD'ers take a beating the weeks prior and are sad they don't get a $100 day
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