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

[EVNow]

Holy carp.


can you imagine the headlines if this was Tesla.

Toyota: Car location data of 2 million customers exposed for ten years

Toyota Motor Corporation disclosed a data breach on its cloud environment that exposed the car-location information of 2,150,000 customers for ten years, between November 6, 2013, and April 17, 2023.

t.co

I want Tesla to do what is needed to make Tesla like Toyota in this respect - not give huge incentive for people to go after Tesla. If you need to place ads in the media to buy their silence … just do it.

 

[BioSehnsucht]

Li Auto just straight up copy FSD Beta

https://twitter.com/x/status/1657167210308308993

Unless actual theft of code occurred, I think this should be viewed more as a positive for FSD than a negative against Li Auto, as it indicates that the way FSD presents information is more or less an ideal concept (or as close as we've found so far), and therefore, everything should look evolve to look like FSD, following the leader.

 

[jerry33]

I want Tesla to do what is needed to make Tesla like Toyota in this respect - not give huge incentive for people to go after Tesla. If you need to place ads in the media to buy their silence … just do it.

Tesla won't be able to buy that many ads.

 

[MC3OZ]

My interpretation: The current S/X is about three years old now. It probably won’t be long anymore before the next refresh is here. Not worth the effort anymore to set up RHD production for the current version.

I agree, especially if the refreshed version makes switching between LHD and RHD easier.

Any car that could be operated as a Robotaxi, without a wheel and pedals, should be easier to covert.

In the meantime, an enterprising business could import LHD Model S/X and convert them to RHD for resale, not sure how difficult that is, but it is possible.

I also wonder about how many RHD orders Tesla had, everyone who had an order was disappointed. But how many orders are there in total? In Australia, Model 3/Y are now being purchased by customers who previously could purchase a Model S/X 75D. Model S/X are great cars, but are expensive here. If orders only totalled a few hundred, or a few thousand, it might not be worth grinding though regulatory approvals.

If homologation needs to be repeated in a few years time, for a refreshed model, that is even more reason to wait and do it once.

Perhaps there are reasons why Tesla doesn't want to explain the reasoning behind the delay.

 

[Ogre]

… than a negative against Li Auto, as it indicates that the way FSD presents information is more or less an ideal …

The eternal defense of the copycat.

 

[madodel]

If this is not a sign that the EV revolution is gaining steam, i do not know what other bullish signs y'all need!!

View attachment 937173

Looks like a Tesla Killer to me. Does it have an extensive AI and FSD?

 

[madodel]

I want Tesla to do what is needed to make Tesla like Toyota in this respect - not give huge incentive for people to go after Tesla. If you need to place ads in the media to buy their silence … just do it.

Tesla's enemies have billions to burn on just attacking Tesla and stalling the inevitable. Would you rather Tesla expend that much on competing to buy the love of the literati (well actually the illiterati) or on engineering the death of the fossil cabal? I'll take saving the world over giving the MM a few less options to manipulate TSLA.

 

[EVNow]

Tesla's enemies have billions to burn on just attacking Tesla and stalling the inevitable. Would you rather Tesla expend that much on competing to buy the love of the literati (well actually the illiterati) or on engineering the death of the fossil cabal? I'll take saving the world over giving the MM a few less options to manipulate TSLA.

But your statement is based on a conspiracy theory.

I think a strategic information campaign would be useful - esp now that Musk can get expert advice from the new TwittCEO.

 

[Krugerrand]

Bigger than the Rolls Royce, Bentley, Jaguar, BMW and Mercedes Benz models that are so common, within the M25 belt in particular.
There is demand, just not supply.

Sarcasm

 

[Krugerrand]

And yet ... complicated to setup furniture / exercise equipment that can actually lead to serious injury when setup wrong, comes with 1 page poorly translated instructions

Uh, huh. Who wrote the one page? Thanks for making my point about people stupid.

 

[Krugerrand]

Even Elon admits it was a distraction taking him away from his duties at Tesla.

Stop making crap up. He said/admitted no such thing. He said it would allow him to devote more time. Didn’t say a single thing about a distraction.

 

[Artful Dodger]

I think 168.

Missed it by that much.

Cheers to the T/As!

 

[Artful Dodger]

I thought finding a new CEO for the blue bird would be a positive catalyst, clearly i know nothing!

It was! Did you sleep in? Because the pirates were up'n'at'em this a.m. (they got their's). /s

 

[Artful Dodger]

There are no positive catalysts for TSLA anymore, there are only neutral and negative catalysts!

Say that after the Daily Short Volume report comes out from FINRA. Today was a surprise for MMs, who reacted violently by selling (shorting) between 40-60M shares of TSLA. They have their minds (and bank accounts) set on making TSLA ride any descending curve they can latch onto. Today, (if fact the past 6 sessions) that was the the Middle Bollinger Band: (see dashed-red curve in the chart below)

 

[Artful Dodger]

He never hid it. The question was if it was too taxing for Elon to oversee Tesla.

When "Monty" (Field Marshal Bernard Montgomery) was transferred from N. Africa to oversee the D-Day invasion in France, a reporter asked him if he was up to the task.

Monty told him simply, "More resources, larger staff, higher priority logistics, OPERATION OVERLORD (the Invasion of Normandy) should be significantly EASIER."

It was not too much as Tesla is as strong as ever. The 'Media' wanted the mob to think media way.

Information warfare is part of PsyOps. The Wall St Journal is their lead Battalion. Their role is to attack, undermine, and erode the morale of their oppostion, with the intention of making them capitulate. Then they pretend it was your idea, and congratulate you for making a good decision.

This is who you are facing, even when they're not in plain sight.

Don't let them win.

 

[TN Mtn Man]

I want Tesla to do what is needed to make Tesla like Toyota in this respect - not give huge incentive for people to go after Tesla. If you need to place ads in the media to buy their silence … just do it.

I disagree. Buying ads to "buy their silence" is the same as caving to a spoiled child every time they throw a temper tantrum. It's wrong-and rewards bad behavior, and also prevents the media from learning from their childish attacks and growing up.

 

[loquitur]

OT: Almost all Americans are confused about the differences between UK, GB, and England. I'm still trying to grasp the relationship between the "members" of the UK. My understanding at this point is that's it lies somewhere between the states of the US and the countries of the EU.

Although I'm an "American" who is only partly Scots-Irish-English via DNA (with a personal proclivity
for single-malt whisky [oops, sans 'e' in whisky, gave that away]), the absolutely most amazing,
jaw-dropping, high-speed "what is the UK?" explainer video remains:

by CGP Grey. It is nonpareil in its explanatory power of the British Isles and beyond, clocking
in at only 5 minutes, less time than for most any FSDb video, in either right- or left-hand drive form.

 

[15Peter20]

You don't fancy going for LHD?

I’d consider a new Plaid but the inventory cars are pre-facelift.

 

[Buckminster]

Although I'm an "American" who is only partly Scots-Irish-English via DNA (with a personal proclivity
for single-malt whisky [oops, sans 'e' in whisky, gave that away]), the absolutely most amazing,
jaw-dropping, high-speed "what is the UK?" explainer video remains:

by CGP Grey. It is nonpareil in its explanatory power of the British Isles and beyond, clocking
in at only 5 minutes, less time than for most any FSDb video, in either right- or left-hand drive form.

Copied here for future discussion:
Brexit
Remembering that Wales is a thing and has it's own parliament is gonna blow your minds.

 

[Buckminster]

Some chat here:
Wiki - FSD Beta v11.x
that H/W4 is already in vehicles. Green hasn't seen anything so probably unlikely.