Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[Thekiwi]

Some photos from people attending AI day, these from Chuck Cook & Rob Maurer

 

[woodisgood]

That would be five fingers on each hand…

 

[TheTalkingMule]

CT mural on a semi? Nice.

 

[SmokyPeat]

Hopefully Optimus will scale the fork in the road and do a handstand on top. Or at least ride a motorcycle around it, lol.

 

[JRP3]

CT mural on a semi? Nice.

I saw an Optimus mural

 

[TheTalkingMule]

I saw an Optimus mural

I'm just hoping we get some CT updates tonight!

 

[TheTalkingMule]

Dojo on Instagram....

 

[willow_hiller]

Good sign that even former employees are excited:

https://twitter.com/x/status/1576015873671761922

 

[LYTRIDR]

If I had to guess as to what vehicles the Gen 3 platform would support, it would be:

1) Dedicated RoboTaxi.
2) Compact consumer sedan (the 25K Tesla).
3) A hatchback version of #2 above (mainly for the Euro market).

Each of these models would be on the same skateboard and have identical substructures, only the bodies would be slightly different from each other. Designed with economical & very high volume manufacturing in mind.

I like your thought process, but I’m thinking it will be a bit bigger. I’d give you ride a fair chance at being correct, but lean towards addressing the commercial market.

1. Robotaxi
2. Sprinter Van
3. Minivan/Eurobus

Can’t wait to see

 

[garrett5688]

Holy $*#t.

 

[juanmedina]

Can you imagine if the robots falls the stock would get crushed...

 

[Xepa777]

Less than $20,000 for an Optimus??? What???

 

[Dutchie]

I saw the terminator come in

 

[Paul_SF]

“The public owns Tesla and the public decides…” hmmmm…. Interesting statements by Elon

 

[BioSehnsucht]

Less than $20,000 for an Optimus??? What???

From a strictly materials and per unit production cost standpoint that's not unreasonable. If anything there's some fsd level margin in there.

 

[phantasms]

“I can’t just do whatever I want”

 

[hitchhiker]

Thinking of it as a labor replacement... we value people (including all costs of employing someone) at $250k/year. Imagine Optimus can only work at half the speed of a human... but its working 24 hours. Give it a 5 year life, and you're talking about 1.5 times the labor at only $4k/year. That's 93x the value of employing a human.

That's crazy.

 

[EVWatcher]

Less than $20,000 for an Optimus??? What???

Open preorders now!!!!

 

[Todd Burch]

“The public owns Tesla and the public decides…” hmmmm…. Interesting statements by Elon

Addressing the ethical side of what they’re doing.

 

[Paracelsus]

“The public owns Tesla and the public decides…” hmmmm…. Interesting statements by Elon

Yes - IMO he is indirectly saying that there are currently non-public entities also working on similar concepts with perhaps less desirable intentions/outcomes, and even if we knew this and did not like it, we could do nothing about it