Or an internal team thought they needed to distract from the clusterfruit of this Twitter drama.....I'll go with that.Or bearish that they didnt get the needed talent at the last one?
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Or an internal team thought they needed to distract from the clusterfruit of this Twitter drama.....I'll go with that.Or bearish that they didnt get the needed talent at the last one?
I have been among you for years.All true, but probably the most important factor is the car will be driven by a supercomputer with millisecond reaction time. To Tesla's driving computer, 100 mph is a stroll.
Artificial Intelligence is coming for damn-near all our jobs, sooner than most folks realize. Better get used to the idea of superhumans among us.
There's practically no reason for Tesla to even have a earnings call at this point. Analyst don't even both to listen to them. I'm not sure how clearly Tesla has to spell it out that A) they raises prices in anticipation of costs rising far in the future and B - they have long standing contracts that minimize short term variations/volatility.Well if you decrease GM due to inflation and berlin/Austin then it's very possible to have higher revenue but lower net income.
All true, but probably the most important factor is the car will be driven by a supercomputer with millisecond reaction time. To Tesla's driving computer, 100 mph is a stroll.
It's very common for leaders of a company to give more optimistic view of a guidance vs a pessimistic guidance. Elon did say he is expecting same or more production out of Shanghai for this Q despite of shutdown. It seems unlikely as of now..so are you going to stick to exactly what the call said or adjust accordingly to how you feel?There's practically no reason for Tesla to even have a earnings call at this point. Analyst don't even both to listen to them. I'm not sure how clearly Tesla has to spell it out that A) they raises prices in anticipation of costs rising far in the future and B - they have long standing contracts that minimize short term variations/volatility.
I'm fully aware of how ramping Berlin/Austin could effect margins. It doesn't even come close to having that much impact in terms of his forecasted revenue numbers for Q3/Q4 and his EPS estimates. There's no need to give an excuse for an analyst doing a piss poor effort on their work
There is no point in driving 100MPH in a 2 mile long tunnel with merging traffic. I’m sure FSD could handle it if not now, at some point, but unlikely that stretch will ever see speeds over 45 MPH.no cross winds, no rain or snow, no oncoming or cross traffic, perfectly maintained road surface, long straight road sections, what's that problem with a high speed limit?
Vision is supposed to get bumped to 90 MPH with the next FSD beta release, that may be coming this week. I assume that will trickle down to the public release in the not too distant future.Then why is the max autopilot speed only 90 (with radar) and 80 with vision only?
I'm kind of blown away. Another AI day so soon? But yea, it's super-bullish.
I can't imagine why this is happening at all. Anyone up for some speculation? I'm at a loss.
It's going to be 85 from recently released info. We don't know exactly when the public will see it because FSD beta isn't running the same software as production releases.Vision is supposed to get bumped to 90 MPH with the next FSD beta release, that may be coming this week. I assume that will trickle down to the public release in the not too distant future.
Huge if true.Or an internal team thought they needed to distract from the clusterfruit of this Twitter drama.....I'll go with that.
I'm kind of blown away. Another AI day so soon? But yea, it's super-bullish.
I can't imagine why this is happening at all. Anyone up for some speculation? I'm at a loss.
I'm not talking about Elon's P/D guidance for Q2, which was by Elon's own admission a guess that was a ballpark based on the information he had at that time.It's very common for leaders of a company to give more optimistic view of a guidance vs a pessimistic guidance. Elon did say he is expecting same or more production out of Shanghai for this Q despite of shutdown. It seems unlikely as of now..so are you going to stick to exactly what the call said or adjust accordingly to how you feel?
I believe these are the single castings with 4680's. It could be the first time we are seeing the 0-60 and range numbers.These Austin Y's aren't 4680 right? I don't remember anymore. If they are 4680 someone's got to get one to Sandy Munro to tear down...
@Singuy, to clarify Elon's projection for Q2 output from Shanghai was "the most likely vehicle production in Q2 will be similar to Q1, maybe slightly lower". That was April 20th (Elon's full projection from Conference Call shown below). That said, I don't believe Elon thought the shutdown would last as long as it has, and full production was last slated for May 16th and we were told yesterday this is still one week away. Also, Elon's comment was on Production. We all know Tesla will sell every EV they can make for the next 10 years, however Deliveries in Q2 would not be expected to be as robust as Production due to lost covid days and days of vehicles in transit. We clearly saw this in April's P&D numbers. Q2 will be rough, however thankful that any downturn in P&D will be short lived. Q3 and onward will be spectacular.It's very common for leaders of a company to give more optimistic view of a guidance vs a pessimistic guidance. Elon did say he is expecting same or more production out of Shanghai for this Q despite of shutdown. It seems unlikely as of now..so are you going to stick to exactly what the call said or adjust accordingly to how you feel?
Landing on a barge is solved, FSD is not.Yes, it's probably tougher than 17,500 mph down to a 6-foot target on a barge at sea.
Two words: Phantom Braking.All true, but probably the most important factor is the car will be driven by a supercomputer with millisecond reaction time. To Tesla's driving computer, 100 mph is a stroll.
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These Austin Y's aren't 4680 right? I don't remember anymore. If they are 4680 someone's got to get one to Sandy Munro to tear down...