The Accountant
Active Member
Don't be silly now.. have you learned nothing from previous Tesla days? Here's how it's gone down up until now: Tesla shows off and tells us about a bunch of things that are extremely impressive and promising to mega-nerds and Tesla fanatics. I promise that whatever is shown on AI day will not be viewed very positively by Wall Street, unless Tesla changes their intent for these days completely. What will be shown will not be immediately and plainly profitable, and thus (in the eyes of WS) is worth nothing for the foreseeable future.
From their point of view they'd also be historically correct. Looking at battery day and AI day, how has the company profited from that since their associated days? If you can't look past a 12 month horizon, I'm sure AI day #2 will also be a display of far fetched and unlikely to become succesful (profitable) pet projects from Elon, and they wish he'd just get some more models out the factory door. They didn't find battery day worthwhile either, even considering all of the nigh impossible achievements accomplished by tesla up to that point. No matter if Tesla sets a realistic timeframe and actually meets it, it just doesnt register until the money comes pouring in.
To anyone expecting Optimus doing anything so useful that a typical factory worker might feel threatened - forget about it. You wont see Optimus installing a typical wire harness, but moving boxes is a given I'd say.
My own expectations:
- Dojo is growing, teasers about V2
- Detailed info and projected release for HW4, expect that HW3 will remain capable of FSD for the foreseeable future.
- Lots of impossible to understand (by me) but cool to watch and promising FSD stuff.
- Optimus time. Prototype shows up and does some things that wow people who know stuff about robots, but don't really impress anyone else. Possibly the other way around
- Next trading day, TSLA moves with the markets and ignores AI day completely, even after the info has been digested and everyone here understands what an enormously big deal it is.
Anything better than the above would surprise the hell out of me, and I would gladly accept such a thing, but I'm sure as hell not counting on it.
Agree. AI Day 2 is a recruiting event. What will impress AI/ML talent will likely fly over my head.
In the weeks that follow, Tesla will get flooded with resumes from the top talent in AI/ML and TSLAQ and pseudo-media will mock it. That my guess.