Elon went from "yes" to "may have", not "so we can have" nor "will have".
I take Elon's words as meaning YES we will see a physical Optimus prototype, and MAYBE it will be functioning as well.
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Elon went from "yes" to "may have", not "so we can have" nor "will have".
I'm suspicious this is the actual reason why.AI Day was postponed to Sep 30th in the first place to increase the likelihood of being able to show off a functional prototype.
Right, and maybe we won’t see a working prototype, but PezPunk was saying that nothing approaching a functional prototype exists and the whole idea is currently “pure fantasy”.Elon went from "yes" to "may have", not "so we can have" nor "will have".
That's pretty cynical, @Pezpunk. Of course it's speculative.These kinds of posts are just silly when we have heard ABSOLUTELY NOTHING regarding actual specs or capabilities and seen zero evidence anything approaching a working prototype exists. Just pure fantasy. Feel free to project your own frothy fantasies but that’s all you are doing. There’s no meaningful discussion to have on this topic.
We need to have a higher standard for what constitutes credible investment criteria.
Exactly. Those charts may look similar, but plot them as percent change. I did YTD, where SPY is outperforming TSLA (underperforming less?) handily.Yes, but that is Starfox's point. TSLA should be outperforming SPY given it's growth rate and impressive financials, but it isn't. Other growth stocks are while TSLA isn't. That is his point, I think.
Elon went from "yes" to "may have", not "so we can have" nor "will have".
James did a great job being excited but yet tempering the expectations. It is going to be YEARS before the bot is something that will be a saleable product. I think it will be iterated on for years inside of Tesla.James Douma did a great interview on his thoughts about Optimus. Interestingly, he doesn't think the image that was shown during the shareholder meeting, of the stainless steel robot hands, is real in any way.
It will be exactly like FSD. The difference between AAPL and TSLA is that TSLA shows the inside view from product reveal until product release. AAPL just shows off the final product.BTW, everyone should fully expect that anything they DO show "working" that day will be directly compared to the 2016 FSD video Tesla showed by the Q crowd.
And 10x that if it's shown as a video rather than a live demo.
This thread has a tendency to hype every upcoming Tesla event until expectations are well beyond anything Tesla or Elon hinted at.BTW, everyone should fully expect that anything they DO show "working" that day will be directly compared to the 2016 FSD video Tesla showed by the Q crowd.
And 10x that if it's shown as a video rather than a live demo.
TSLA has moderately outperformed its beta of 2. Stocks with a beta greater than 1 are by definition expected to have amplified reactions to macro market movements, such that they tend to underperform in bear markets and overperform in bull markets.Exactly. Those charts may look similar, but plot them as percent change. I did YTD, where SPY is outperforming TSLA (underperforming less?) handily.
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On the plus side, someone on Twitter pointed out that Shatner has defended Musk in the past.Was the take town video of Musk by William Shatner on the Daily Show the other night not mentioned here? While it skewers Musk and plays fast and loose with facts, it's hilarious in parts. 9 minutes of time I won't get back. But with that audience not sure it hurts in the end. It will reinforce the haters views if they stayed up late enough to watch it or streamed it like I did. But younger folks may find him even more interesting.
It has been studied over and over and over through the years. Stocks that split outperform the market and it isn't by a little bit... something to the tune of 15% over the next year since 1980 (25% by the company vs 10% for the market IIRC). To me, the main reasons is the messaging it sends to investors. The company is obviously expecting great things in the futures, thus they need to split the stock to maintain liquidity. Investors love confident management and boards... thus they tend to invest in companies that split.
It should be noted it isn't always the case where it goes up... but it is a pretty wild difference of up vs down and has one of the best correlations of short to medium term performance that you can have. One of the only things I know that beats it consistently is frequency of positive earnings revisions. Amazingly... Tesla has both of these in its favor...
Apple's iPhone will literally look like a child's toy phone next to the TeslaBot. When Elon's vision comes true for the Bot it will dwarf the iPhone in every respect. Most definitely it'll be the most important Tesla product post 2030.Thoughts about the TelsaBot. The most important product for Tesla?
I've been thinking about the business of the TeslaBot and what Tesla should be focused on. To me, there is no better potential platform business than the TeslaBot. The focus would be on developing the capabilities of the bot as an operating system, the generalized visual AI, the sensitivity of the bot's touch and feel, the dexterity of the bot. The specific applications can be left to third party developers who would adapt the bot to cook, to serve, to aid doctors, etc. etc. This is the iPhone business model and there's no reason Tesla should not adapt the same strategy.
Let's just hope the presentation doesn't go in the opposite direction like the Cybertruck armored windows fiasco with Optimus ripping off both of Elon's arms as he tries to demonstrate a simple task of shaking hands.This thread has a tendency to hype every upcoming Tesla event until expectations are well beyond anything Tesla or Elon hinted at.
By Sept 29th, we will be discussing how a single Optimus, during the event, will build a model Y from a vat of ore and raw plastic, drive it to the customer's home, wash it, deliver it, then run back to the factory.